MentionFox
Home › 5%+ stakes › Finance Insurance and Real Estate (industry group 61), latest filing in August 2026
5%+ stakes

Finance Insurance and Real Estate (industry group 61), latest filing in August 2026

10 companies with 5%+ holders, every filing linked: Affirm Holdings Inc, Bread Financial Holdings, Inc., Burford Capital Ltd, Lufax Holding Ltd, Nu Holdings Ltd., OneMain Holdings, Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

10 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 61), latest filing in August 2026), each linked to its filing, starting with Affirm Holdings Inc, Bread Financial Holdings, Inc., Burford Capital Ltd. Free check on any of them: https://mentionfox.com/check

On this page

Affirm Holdings Inc

At 5% or more4
Filings8
Latest filing2026-11-05

Affirm Holdings Inc has 8 Schedule 13D or 13G filings on record since 2026-01-21. 4 holders' latest filing reports 5% or more of class a common stock. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Capital World Investors7.9%23,115,136SCHEDULE 13G/A, 2026-08-122026-06-30
Morgan Stanley7.1%20,737,156SCHEDULE 13G/A, 2026-05-112026-03-31
Jpmorgan Chase & Co5.7%16,832,019SCHEDULE 13G, 2026-07-162026-06-30
BlackRock, Inc.5.1%14,766,952SCHEDULE 13G, 2026-01-212025-12-31
Fmr LLC4.7%13,936,702SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Capital World Investors23,106,103023,115,1360SCHEDULE 13G/A, 2026-08-12
Morgan Stanley018,456,946020,737,156SCHEDULE 13G/A, 2026-05-11
Morgan Stanley Investment Management Inc.017,406,403019,597,145SCHEDULE 13G/A, 2026-05-11
Jpmorgan Chase & Co15,097,009251,76016,752,61179,408SCHEDULE 13G, 2026-07-16
Fmr LLC11,486,795013,936,7020SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson0013,936,7020SCHEDULE 13G/A, 2026-11-05

The latest filing identifies Affirm Holdings Inc by CUSIP 00827B106 and gives its principal executive office as 221 MAIN STREET, FLOOR 6, SAN FRANCISCO, CA 94105 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2026-01-21BlackRock, Inc.5.1%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-06Fmr LLC6.1%SCHEDULE 13G
2026-05-11Morgan Stanley7.1%SCHEDULE 13G/A
2026-07-16Jpmorgan Chase & Co.5.7%SCHEDULE 13G
2026-07-16Jpmorgan Chase & Co5.7%SCHEDULE 13G
2026-08-12Capital World Investors7.9%SCHEDULE 13G/A
2026-11-05Fmr LLC4.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 27, 2026Leadership change: Michael Linford appointed, President—Leadership changesSource
June 25, 2026Leadership change: Ryan Schneider appointed, Director, and 1 more—Leadership changesSource

Bread Financial Holdings, Inc.

At 5% or more3
Filings6
Latest filing2026-08-14

Bread Financial Holdings, Inc. has 6 Schedule 13D or 13G filings on record since 2026-02-17. 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.

HolderPercentSharesLatestEvent date
Dimensional Fund Advisors LP7.2%3,086,060SCHEDULE 13G/A, 2026-04-092026-03-31
Vanguard Portfolio Management6.48%2,793,984SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.11%2,205,722SCHEDULE 13G, 2026-04-292026-03-31
Turtle Creek Asset Management Inc.3.2%1,310,339SCHEDULE 13G/A, 2026-08-142026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Dimensional Fund Advisors LP3,034,90403,086,0600SCHEDULE 13G/A, 2026-04-09
Vanguard Portfolio Management37,64802,793,9840SCHEDULE 13G, 2026-04-29
Vanguard Capital Management336,33702,205,7220SCHEDULE 13G, 2026-04-29
Turtle Creek Asset Management Inc.1,310,33901,310,3390SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Bread Financial Holdings, Inc. by CUSIP 018581108 and gives its principal executive office as 3095 Loyalty Circle, Columbus, OH 43219 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2026-02-17Turtle Creek Asset Management Inc.5.6%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-09Dimensional Fund Advisors LP7.2%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.11%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.48%SCHEDULE 13G
2026-08-14Turtle Creek Asset Management Inc.3.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
July 14, 2026Leadership change: Valerie Greer departs, Chief Commercial Officer—Leadership changesSource

Burford Capital Ltd

At 5% or more4
Filings10
Latest filing2026-08-14

Burford Capital Ltd has 10 Schedule 13D or 13G filings on record since 2025-07-16. 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
Orbis Investment Management Ltd9.2%20,244,986SCHEDULE 13G/A, 2026-08-142026-06-30
Ameriprise Financial, Inc.8.4%18,474,414SCHEDULE 13G/A, 2026-08-142026-06-30
Conifer Management, L.L.C.5.6%12,148,278SCHEDULE 13G, 2026-02-122025-12-31
BlackRock, Inc.5.2%11,343,552SCHEDULE 13G, 2025-10-172025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Orbis Investment Management Ltd20,244,986020,244,9860SCHEDULE 13G/A, 2026-08-14
Allan Gray Australia Pty Ltd204,2420204,2420SCHEDULE 13G/A, 2026-08-14
Ameriprise Financial, Inc.017,561,640018,474,414SCHEDULE 13G/A, 2026-08-14
Columbia Management Investment Advisers, LLC017,561,640018,474,414SCHEDULE 13G/A, 2026-08-14

The latest filing identifies Burford Capital Ltd by CUSIP G17977110 and gives its principal executive office as OAK HOUSE, HIRZEL STREET, ST PETER PORT (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-16BlackRock, Inc.4.99%SCHEDULE 13G/A
2025-08-14Orbis Investment Management Ltd6.1%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.5.2%SCHEDULE 13G
2025-11-14Orbis Investment Management Ltd6.7%SCHEDULE 13G/A
2026-02-12Conifer Management, L.L.C.5.6%SCHEDULE 13G
2026-02-17Orbis Investment Management Ltd8.1%SCHEDULE 13G/A
2026-05-15Orbis Investment Management Ltd8.5%SCHEDULE 13G/A
2026-05-15Ameriprise Financial, Inc.5.6%SCHEDULE 13G/A
2026-08-14Orbis Investment Management Ltd9.2%SCHEDULE 13G/A
2026-08-14Ameriprise Financial, Inc.8.4%SCHEDULE 13G/A

Lufax Holding Ltd

At 5% or more1
Filings2
Latest filing2026-08-28

Lufax Holding Ltd has 2 Schedule 13D or 13G filings on record since 2026-03-20. 1 holder's latest filing reports 5% or more of ordinary shares, par value $0.00001 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
An Ke Technology Company Limited73.3%967,011,824SCHEDULE 13D/A, 2026-08-282026-08-20
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
An Ke Technology Company Limited967,011,824—967,011,824—SCHEDULE 13D/A, 2026-08-28
China Ping An Insurance Overseas (Holdings) Limited612,756,250—612,756,250—SCHEDULE 13D/A, 2026-08-28
Ping An Insurance (Group) Company of China, Ltd.1,579,768,074—1,579,768,074—SCHEDULE 13D/A, 2026-08-28

The latest filing identifies Lufax Holding Ltd by CUSIP G5700Y209 and gives its principal executive office as Building No. 6, Lane 2777, Jinxiu East Road, Pudong New District, Shanghai (SCHEDULE 13D/A, 2026-08-28).

FiledHolderPercentFiling
2026-03-20An Ke Technology Company Limited73.3%SCHEDULE 13D/A
2026-08-28An Ke Technology Company Limited73.3%SCHEDULE 13D/A

Nu Holdings Ltd.

At 5% or more3
Filings5
Latest filing2026-08-03

Nu Holdings Ltd. has 5 Schedule 13D or 13G filings on record since 2025-08-13. 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
David Velez Osorno19.16%905,579,578SCHEDULE 13G/A, 2025-10-172025-09-30
BlackRock, Inc.8.4%320,296,474SCHEDULE 13G/A, 2026-04-242026-03-31
Baillie Gifford & Co6%229,930,331SCHEDULE 13G/A, 2026-08-032026-06-30
Capital Research Global Investors4.9%184,607,140SCHEDULE 13G/A, 2025-11-132025-09-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
David Velez Osorno0905,579,5780905,579,578SCHEDULE 13G/A, 2025-10-17
Rua California Ltd.0902,214,8790902,214,879SCHEDULE 13G/A, 2025-10-17
BlackRock, Inc.304,546,3970320,296,4740SCHEDULE 13G/A, 2026-04-24
Baillie Gifford & Co158,965,5320229,930,3310SCHEDULE 13G/A, 2026-08-03
Capital Research Global Investors184,342,0530184,607,1400SCHEDULE 13G/A, 2025-11-13

The latest filing identifies Nu Holdings Ltd. by CUSIP G6683N103 and gives its principal executive office as RUA CAPOTE VALENTE, 39, SAO PAULO, SP (SCHEDULE 13G/A, 2026-08-03).

See row 11 of the cover sheet of each Reporting Person.David Velez Osorno, SCHEDULE 13G/A, 2025-10-17
FiledHolderPercentFiling
2025-08-13Capital Research Global Investors5.2%SCHEDULE 13G/A
2025-10-17David Velez Osorno19.16%SCHEDULE 13G/A
2025-11-13Capital Research Global Investors4.9%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.8.4%SCHEDULE 13G/A
2026-08-03Baillie Gifford & Co6%SCHEDULE 13G/A

OneMain Holdings, Inc.

At 5% or more3
Filings8
Latest filing2026-08-12

OneMain Holdings, Inc. has 8 Schedule 13D or 13G filings on record since 2025-08-06. 3 holders' latest filing reports 5% or more of common stock, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Brave Warrior Advisors, LLC6.62%7,870,085SCHEDULE 13G/A, 2025-08-142025-06-30
AQR Capital Management, LLC5.45%6,296,859SCHEDULE 13G, 2026-08-122026-06-30
Vanguard Capital Management5.21%6,214,047SCHEDULE 13G, 2026-04-302026-03-31
Capital International Investors4.8%5,722,542SCHEDULE 13G/A, 2026-05-142026-03-31
Fmr LLC4.4%5,225,271SCHEDULE 13G/A, 2026-05-062026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
AQR Capital Management, LLC06,169,33906,296,859SCHEDULE 13G, 2026-08-12
AQR Capital Management Holdings, LLC06,169,33906,296,859SCHEDULE 13G, 2026-08-12
Vanguard Capital Management908,25106,214,0470SCHEDULE 13G, 2026-04-30
Capital International Investors5,712,27805,722,5420SCHEDULE 13G/A, 2026-05-14
Fmr LLC5,193,53605,225,2710SCHEDULE 13G/A, 2026-05-06
Abigail P. Johnson005,225,2710SCHEDULE 13G/A, 2026-05-06

The latest filing identifies OneMain Holdings, Inc. by CUSIP 68268W103 and gives its principal executive office as 601 N.W. SECOND STREET, EVANSVILLE, IN 47708 (SCHEDULE 13G, 2026-08-12).

FiledHolderPercentFiling
2025-08-06Fmr LLC7.8%SCHEDULE 13G/A
2025-08-14Brave Warrior Advisors, LLC6.62%SCHEDULE 13G/A
2025-11-05Fmr LLC5.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.21%SCHEDULE 13G
2026-05-06Fmr LLC4.4%SCHEDULE 13G/A
2026-05-14Capital International Investors4.8%SCHEDULE 13G/A
2026-08-12AQR Capital Management, LLC5.45%SCHEDULE 13G

Plumas Bancorp

At 5% or more1
Filings5
Latest filing2026-08-06

Plumas Bancorp has 5 Schedule 13D or 13G filings on record since 2025-10-17. 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
BlackRock, Inc.6%419,996SCHEDULE 13G, 2026-07-292026-06-30
Fmr LLC2.8%194,999SCHEDULE 13G/A, 2026-08-062026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.413,2620419,9960SCHEDULE 13G, 2026-07-29
Fmr LLC194,9930194,9990SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson00194,9990SCHEDULE 13G/A, 2026-08-06

The latest filing identifies Plumas Bancorp by CUSIP 729273102 and gives its principal executive office as 5525 KIETZKE LANE, STE. 100, RENO, NV 89511 (SCHEDULE 13G/A, 2026-08-06).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.4.9%SCHEDULE 13G/A
2025-11-05Fmr LLC7.6%SCHEDULE 13G/A
2026-05-06Fmr LLC6.1%SCHEDULE 13G/A
2026-07-29BlackRock, Inc.6%SCHEDULE 13G
2026-08-06Fmr LLC2.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
October 22, 2026Leadership change: Richard Belstock departs, Chief Financial Officer, and 1 more—Leadership changesSource
April 27, 2026Leadership change: Kelsey Cassinelli appointed, Principal Accounting Officer—Leadership changesSource

Pra Group Inc

At 5% or more4
Filings12
Latest filing2026-08-14

Pra Group Inc has 12 Schedule 13D or 13G filings on record since 2025-07-29. 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
BlackRock, Inc.8%3,065,560SCHEDULE 13G/A, 2026-07-082026-06-30
T. Rowe Price Investment Management, Inc.7.9%3,014,573SCHEDULE 13G/A, 2026-08-142026-06-30
Topline Capital Management, LLC7.4%2,918,487SCHEDULE 13G/A, 2026-02-132025-12-31
Vanguard Capital Management5.05%1,943,981SCHEDULE 13G, 2026-04-302026-03-31
Dimensional Fund Advisors LP4.8%1,872,140SCHEDULE 13G/A, 2026-01-212025-12-31
Global Alpha Capital Management Ltd.4.1%1,574,253SCHEDULE 13G/A, 2026-07-302026-06-30
Wellington Management Group LLP2.5%1,002,054SCHEDULE 13G/A, 2025-08-122025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.3,011,37803,065,5600SCHEDULE 13G/A, 2026-07-08
T. Rowe Price Investment Management, Inc.3,014,57303,014,5730SCHEDULE 13G/A, 2026-08-14
Vanguard Capital Management289,48501,943,9810SCHEDULE 13G, 2026-04-30
Global Alpha Capital Management Ltd.1,142,13301,574,2530SCHEDULE 13G/A, 2026-07-30

The latest filing identifies Pra Group Inc by CUSIP 69354N106 and gives its principal executive office as 120 CORPORATE BLVD STE 100, NORFOLK, VA 23502 (SCHEDULE 13G/A, 2026-08-14).

FiledHolderPercentFiling
2025-07-29The Vanguard Group9.33%SCHEDULE 13G/A
2025-08-12Wellington Management Group LLP2.5%SCHEDULE 13G/A
2025-08-14Topline Capital Management, LLC5.3%SCHEDULE 13G
2025-08-14T. Rowe Price Investment Management, Inc.9%SCHEDULE 13G
2025-10-30The Vanguard Group7.51%SCHEDULE 13G/A
2026-01-21Dimensional Fund Advisors LP4.8%SCHEDULE 13G/A
2026-02-13Topline Capital Management, LLC7.4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.05%SCHEDULE 13G
2026-07-08BlackRock, Inc.8%SCHEDULE 13G/A
2026-07-30Global Alpha Capital Management Ltd.4.1%SCHEDULE 13G/A
2026-08-14T. Rowe Price Investment Management, Inc.7.9%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 23, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Riot Platforms, Inc.

At 5% or more2
Filings11
Latest filing2026-11-06

Riot Platforms, Inc. has 11 Schedule 13D or 13G filings on record since 2025-08-14. 2 holders' latest filing reports 5% or more of common stock, no par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fmr LLC7.6%29,645,079SCHEDULE 13G/A, 2026-08-062026-06-30
Vanguard Portfolio Management5.75%21,819,754SCHEDULE 13G, 2026-04-292026-03-31
Jane Street Group, LLC2.8%10,494,413SCHEDULE 13G/A, 2026-11-062026-09-30
The Goldman Sachs Group, Inc.1.2%4,201,704SCHEDULE 13G/A, 2025-08-142025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Fmr LLC29,079,678029,645,0790SCHEDULE 13G/A, 2026-08-06
Abigail P. Johnson0029,645,0790SCHEDULE 13G/A, 2026-08-06
Vanguard Portfolio Management134,095021,819,7540SCHEDULE 13G, 2026-04-29
Jane Street Group, LLC010,494,413010,494,413SCHEDULE 13G/A, 2026-11-06
Jane Street Capital, LLC08,210,74508,210,745SCHEDULE 13G/A, 2026-11-06
Jane Street Global Trading, LLC02,281,17702,281,177SCHEDULE 13G/A, 2026-11-06
Jane Street Singapore Pte. Ltd02,49102,491SCHEDULE 13G/A, 2026-11-06

The latest filing identifies Riot Platforms, Inc. by CUSIP 767292105 and gives its principal executive office as 85 RIO GRANDE DRIVE, SUITE 200, CASTLE ROCK, CO 80104 (SCHEDULE 13G/A, 2026-11-06).

FiledHolderPercentFiling
2025-08-14The Goldman Sachs Group, Inc.1.2%SCHEDULE 13G/A
2025-11-05Fmr LLC8%SCHEDULE 13G
2025-11-20Jane Street Group, LLC5.2%SCHEDULE 13G
2026-02-04Jane Street Group, LLC3.2%SCHEDULE 13G/A
2026-02-05Fmr LLC4.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.75%SCHEDULE 13G
2026-05-06Fmr LLC5.9%SCHEDULE 13G
2026-05-11Jane Street Group, LLC5.3%SCHEDULE 13G
2026-08-06Fmr LLC7.6%SCHEDULE 13G/A
2026-11-06Jane Street Group, LLC2.8%SCHEDULE 13G/A

Synchrony Financial

At 5% or more4
Filings6
Latest filing2026-08-12

Synchrony Financial has 6 Schedule 13D or 13G filings on record since 2025-11-10. 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
Vanguard Capital Management7.53%26,175,892SCHEDULE 13G, 2026-04-302026-03-31
Capital World Investors5.6%18,956,052SCHEDULE 13G/A, 2026-08-122026-06-30
Vanguard Portfolio Management5.36%18,659,199SCHEDULE 13G, 2026-04-292026-03-31
State Street Corporation5.1%19,080,903SCHEDULE 13G, 2025-11-102025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management3,578,076026,175,8920SCHEDULE 13G, 2026-04-30
Capital World Investors18,956,052018,956,0520SCHEDULE 13G/A, 2026-08-12
Vanguard Portfolio Management154,482018,659,1990SCHEDULE 13G, 2026-04-29

The latest filing identifies Synchrony Financial by CUSIP 87165B103 and gives its principal executive office as 777 Long Ridge Road, Stamford (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-11-10State Street Corporation5.1%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.36%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.53%SCHEDULE 13G
2026-05-14Capital World Investors9.7%SCHEDULE 13G/A
2026-08-12Capital World Investors5.6%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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.

All 5%+ stakes

RSS