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5%+ stakes

Finance Insurance and Real Estate (other industry groups), latest filing in May 2026

8 companies with 5%+ holders, every filing linked: Cboe Global Markets Inc, Coinbase Global, Inc., Diamond Hill Investment Group, Houlihan Lokey Inc, Integrated Rail & Resources Inc (f/k/a Uinta Infrastructure Group Corp), Seritage Growth Properties and more. Each section is the company's full record from its filings, newest filings first within each section.

8 companies with 5%+ holders on this page (Finance Insurance and Real Estate (other industry groups), latest filing in May 2026), each linked to its filing, starting with Cboe Global Markets Inc, Coinbase Global, Inc., Diamond Hill Investment Group. Free check on any of them: https://mentionfox.com/check

On this page

Cboe Global Markets Inc

At 5% or more3
Filings6
Latest filing2026-05-18

Cboe Global Markets Inc has 6 Schedule 13D or 13G filings on record since 2025-10-17. 3 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: 1 filing or notice, latest 2026-05-01 (layoff filings and notices).

HolderPercentSharesLatestEvent date
BlackRock, Inc.9%9,414,735SCHEDULE 13G/A, 2025-10-172025-09-30
Vanguard Capital Management7.48%7,836,754SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.02%5,255,749SCHEDULE 13G, 2026-04-292026-03-31
AllianceBernstein L.P.4.8%5,061,323SCHEDULE 13G/A, 2026-05-182026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,039,32007,836,7540SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management14,65305,255,7490SCHEDULE 13G, 2026-04-29
AllianceBernstein L.P.4,717,29905,055,1106,213SCHEDULE 13G/A, 2026-05-18
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Cboe Global Markets Inc by CUSIP 12503M108 and gives its principal executive office as 433 WEST VAN BUREN STREET, CHICAGO (SCHEDULE 13G/A, 2026-05-18).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.9%SCHEDULE 13G/A
2025-11-14AllianceBernstein L.P.6.5%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.48%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management5.02%SCHEDULE 13G
2026-05-18AllianceBernstein L.P.4.8%SCHEDULE 13G/A

Coinbase Global, Inc.

At 5% or more2
Filings4
Latest filing2026-05-15

Coinbase Global, Inc. has 4 Schedule 13D or 13G filings on record since 2025-07-16. 2 holders' latest filing reports 5% or more of class a common stock, $0.00001 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

Layoffs on record: about 700 jobs, latest 2026-05-05 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.32%16,327,137SCHEDULE 13G, 2026-04-292026-03-31
BlackRock, Inc.6.9%14,618,089SCHEDULE 13G/A, 2025-07-162025-06-30
G1 Execution Services, LLC4.2%9,347,209SCHEDULE 13G/A, 2026-05-152025-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,197,116016,327,1370SCHEDULE 13G, 2026-04-29
BlackRock, Inc.13,173,600014,618,0890SCHEDULE 13G/A, 2025-07-16
G1 Execution Services, LLC869,347,209869,347,209SCHEDULE 13G/A, 2026-05-15
SIG Brokerage, LP09,347,20909,347,209SCHEDULE 13G/A, 2026-05-15
Susquehanna Investment Group628,6009,347,209628,6009,347,209SCHEDULE 13G/A, 2026-05-15
Susquehanna Securities, LLC8,718,5239,347,2098,718,5239,347,209SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Coinbase Global, Inc. by CUSIP 19260Q107 and gives its principal executive office as One Madison Avenue, Suite 2400, New York, NY 10010 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.6.9%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.32%SCHEDULE 13G
2026-05-15G1 Execution Services, LLC4.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 2, 2026Leadership change: Jennifer Jones departs, Chief Accounting Officer—Leadership changesSource
September 2, 2026Leadership change: Anthony Armstrong appointed, Director—Leadership changesSource
July 23, 2026Leadership change: Lawrence Brock departs, Chief People Officer—Leadership changesSource
July 9, 2026Leadership change: Paul Grewal departs, Chief Legal Officer—Leadership changesSource
April 10, 2026Leadership change: Paul Clement departs—Leadership changesSource

Diamond Hill Investment Group

At 5% or more1
Filings4
Latest filing2026-05-05

Diamond Hill Investment Group has 4 Schedule 13D or 13G filings on record since 2026-03-26. 1 holder's latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Glazer Capital, LLC5.75%155,519SCHEDULE 13G, 2026-04-222026-04-15
Royce & Associates LP3.16%85,587SCHEDULE 13G/A, 2026-05-052026-04-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Glazer Capital, LLC0155,5190155,519SCHEDULE 13G, 2026-04-22
Paul J. Glazer0155,5190155,519SCHEDULE 13G, 2026-04-22
Royce & Associates LP85,587085,5870SCHEDULE 13G/A, 2026-05-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Diamond Hill Investment Group by CUSIP 25264R207 and gives its principal executive office as Shareholder Services, 325 John H. McConnell Blvd., Columbus, OH 43215 (SCHEDULE 13G/A, 2026-05-05).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-22Glazer Capital, LLC5.75%SCHEDULE 13G
2026-04-28Royce & Associates LP3.15%SCHEDULE 13G/A
2026-05-05Royce & Associates LP3.16%SCHEDULE 13G/A
DateRecordFigureOur pageSource
April 22, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Houlihan Lokey Inc

At 5% or more4
Filings6
Latest filing2026-05-14

Houlihan Lokey Inc has 6 Schedule 13D or 13G filings on record since 2025-08-28. 4 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
HL Voting Trust22.9%16,212,105SCHEDULE 13D/A, 2025-08-282025-08-26
Scott Joseph Adelson22.5%15,799,172SCHEDULE 13D/A, 2026-01-022025-12-30
Vanguard Capital Management5.2%2,835,705SCHEDULE 13G, 2026-04-302026-03-31
Vanguard Portfolio Management5.12%2,787,887SCHEDULE 13G, 2026-04-292026-03-31
Kayne Anderson Rudnick Investment Management, LLC4.9%2,642,309SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management416,37302,835,7050SCHEDULE 13G, 2026-04-30
Vanguard Portfolio Management9,47702,787,8870SCHEDULE 13G, 2026-04-29
Kayne Anderson Rudnick Investment Management, LLC1,495,486920,0891,722,220920,089SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Houlihan Lokey Inc by CUSIP 441593100 and gives its principal executive office as 10250 CONSTELLATION BLVD., 5TH FLOOR, LOS ANGELES, CA 90067 (SCHEDULE 13G/A, 2026-05-14).

FiledHolderPercentFiling
2025-08-28HL Voting Trust22.9%SCHEDULE 13D/A
2026-01-02Scott Joseph Adelson22.5%SCHEDULE 13D/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.12%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.2%SCHEDULE 13G
2026-05-14Kayne Anderson Rudnick Investment Management, LLC4.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 5, 2026Leadership change: Todd J. Carter departs, Director—Leadership changesSource
September 22, 2026Leadership change: Thomas Reichert appointed, Director, and 2 more—Leadership changesSource

Integrated Rail & Resources Inc (f/k/a Uinta Infrastructure Group Corp)

At 5% or more1
Filings1
Latest filing2026-05-15

Integrated Rail & Resources Inc (f/k/a Uinta Infrastructure Group Corp) has 1 Schedule 13D or 13G filing on record since 2026-05-15. 1 holder's latest filing reports 5% or more of common stock, par value $0.0001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Polar Asset Management Partners Inc.6.2%414,775SCHEDULE 13G, 2026-05-152026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Polar Asset Management Partners Inc.414,7750414,7750SCHEDULE 13G, 2026-05-15

The latest filing identifies Integrated Rail & Resources Inc (f/k/a Uinta Infrastructure Group Corp) by CUSIP 45836M106 and gives its principal executive office as 400 W. MORSE BOULEVARD, SUITE 220, WINTER PARK, FL 32789 (SCHEDULE 13G, 2026-05-15).

FiledHolderPercentFiling
2026-05-15Polar Asset Management Partners Inc.6.2%SCHEDULE 13G
DateRecordFigureOur pageSource
March 31, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Seritage Growth Properties

At 5% or more2
Filings3
Latest filing2026-05-15

Seritage Growth Properties has 3 Schedule 13D or 13G filings on record since 2026-03-27. 2 holders' latest filing reports 5% or more of class a common shares of beneficial interest, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Yakira Capital Management, Inc.9.2%257,618SCHEDULE 13G/A, 2026-04-072026-03-31
Hotchkis and Wiley Capital Management, LLC5.55%3,126,230SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Yakira Capital Management, Inc.257,6180257,6180SCHEDULE 13G/A, 2026-04-07
Yakira Partners, L.P.64,402064,4020SCHEDULE 13G/A, 2026-04-07
Yakira Enhanced Offshore Fund Ltd.0000SCHEDULE 13G/A, 2026-04-07
MAP 136 Segregated Portfolio193,2160193,6180SCHEDULE 13G/A, 2026-04-07
YP Management, L.L.C.64,402064,4020SCHEDULE 13G/A, 2026-04-07
Bruce M. Kallins257,6180257,6180SCHEDULE 13G/A, 2026-04-07
Hotchkis and Wiley Capital Management, LLC2,790,63003,126,2300SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Seritage Growth Properties by CUSIP 81752R100 and gives its principal executive office as 500 Fifth Avenue, Suite 1530, New York, NY 10110 (SCHEDULE 13G/A, 2026-05-15).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-07Yakira Capital Management, Inc.9.2%SCHEDULE 13G/A
2026-05-15Hotchkis and Wiley Capital Management, LLC5.55%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 2, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

SOL Strategies Inc.

At 5% or more2
Filings4
Latest filing2026-05-13

SOL Strategies Inc. has 4 Schedule 13D or 13G filings on record since 2025-11-10. 2 holders' latest filing reports 5% or more of common shares, no par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Guoga Antanas16.3%3,614,034SCHEDULE 13G, 2025-11-102025-09-30
Polar Asset Management Partners Inc.9.99%5,100,000SCHEDULE 13G, 2025-11-142025-09-30
Bank of Montreal0.02%6,466SCHEDULE 13G/A, 2026-05-132026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Guoga Antanas3,614,03403,614,0340SCHEDULE 13G, 2025-11-10
Polar Asset Management Partners Inc.5,100,00005,100,0000SCHEDULE 13G, 2025-11-14
Bank of Montreal6,46606,4660SCHEDULE 13G/A, 2026-05-13
Bank Of Montreal Holding Inc.6,46606,4660SCHEDULE 13G/A, 2026-05-13
Bmo Nesbitt Burns Inc.6,46606,4660SCHEDULE 13G/A, 2026-05-13

The latest filing identifies SOL Strategies Inc. by CUSIP 83411A205 and gives its principal executive office as 217 QUEEN STREET WEST, SUITE 401, TORONTO (SCHEDULE 13G/A, 2026-05-13).

FiledHolderPercentFiling
2025-11-10Guoga Antanas16.3%SCHEDULE 13G
2025-11-14Polar Asset Management Partners Inc.9.99%SCHEDULE 13G
2026-02-12Bank of Montreal9.72%SCHEDULE 13G
2026-05-13Bank of Montreal0.02%SCHEDULE 13G/A

Star Holdings

At 5% or more3
Filings5
Latest filing2026-05-14

Star Holdings has 5 Schedule 13D or 13G filings on record since 2025-07-16. 3 holders' latest filing reports 5% or more of common-stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Barclays PLC5.69%688,488SCHEDULE 13G/A, 2026-05-142026-03-31
The TCW Group, Inc., on behalf of the TCW Business Unit5.08%613,787SCHEDULE 13G, 2026-03-052026-02-28
Vanguard Capital Management5.06%612,679SCHEDULE 13G, 2026-04-302026-03-31
BlackRock, Inc.2.8%375,844SCHEDULE 13G/A, 2025-07-162025-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Barclays PLC688,4880688,4880SCHEDULE 13G/A, 2026-05-14
The TCW Group, Inc., on behalf of the TCW Business Unit0613,7870613,787SCHEDULE 13G, 2026-03-05
Vanguard Capital Management83,5730612,6790SCHEDULE 13G, 2026-04-30

The latest filing identifies Star Holdings by CUSIP 85512G106 and gives its principal executive office as 1114 Avenue of the Americas, 39th Floor, New York, NY 39th Floor (SCHEDULE 13G/A, 2026-05-14).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.2.8%SCHEDULE 13G/A
2026-02-11Barclays PLC6.79%SCHEDULE 13G
2026-03-05The TCW Group, Inc., on behalf of the TCW Business Unit5.08%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.06%SCHEDULE 13G
2026-05-14Barclays PLC5.69%SCHEDULE 13G/A

Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

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