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5%+ stakes

Finance Insurance and Real Estate (industry group 62), latest filing in April 2026

14 companies with 5%+ holders, every filing linked: BGC Group Inc, Blackrock Inc, Blackstone Inc, Charles Schwab Corp, CME Group Inc, Federated Hermes Inc and more. Each section is the company's full record from its filings, newest filings first within each section.

14 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 62), latest filing in April 2026), each linked to its filing, starting with BGC Group Inc, Blackrock Inc, Blackstone Inc. Free check on any of them: https://mentionfox.com/check

On this page

BGC Group Inc

At 5% or more2
Filings3
Latest filing2026-04-29

BGC Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-26. 2 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 Portfolio Management6.81%24,859,423SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.23%19,081,454SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management315,232024,859,4230SCHEDULE 13G, 2026-04-29
Vanguard Capital Management2,765,794019,081,4540SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies BGC Group Inc by CUSIP 088929104 and gives its principal executive office as 499 Park Avenue, New York, NY 10022 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.23%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.81%SCHEDULE 13G

Blackrock Inc

At 5% or more1
Filings2
Latest filing2026-04-27

Blackrock Inc has 2 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
Vanguard Capital Management6.87%10,700,618SCHEDULE 13G, 2026-04-272026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,460,018010,700,6180SCHEDULE 13G, 2026-04-27
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Blackrock Inc by CUSIP 09290D101 and gives its principal executive office as 50 Hudson Yards, New York, NY 10001 (SCHEDULE 13G, 2026-04-27).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-27Vanguard Capital Management6.87%SCHEDULE 13G

Blackstone Inc

At 5% or more1
Filings2
Latest filing2026-04-29

Blackstone Inc has 2 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
Vanguard Capital Management7.53%55,917,468SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management7,607,674055,917,4680SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Blackstone Inc by CUSIP 09260D107 and gives its principal executive office as 345 Park Avenue, New York, NY 10154 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.53%SCHEDULE 13G
DateRecordFigureOur pageSource
October 15, 2026Leadership change: Joseph Baratta departs, Director—Leadership changesSource

Charles Schwab Corp

At 5% or more1
Filings2
Latest filing2026-04-29

Charles Schwab Corp has 2 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
Vanguard Capital Management7.18%124,955,967SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management16,601,9720124,955,9670SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Charles Schwab Corp by CUSIP 808513105 and gives its principal executive office as 3000 Schwab Way, Westlake, TX 76262 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.18%SCHEDULE 13G

CME Group Inc

At 5% or more1
Filings3
Latest filing2026-04-29

CME Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-05. 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
Vanguard Capital Management7.45%27,044,709SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management3,677,427027,044,7090SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies CME Group Inc by CUSIP 12572Q105 and gives its principal executive office as 20 South Wacker Drive, Chicago, IL 60606 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-05The Vanguard Group10.1%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management7.45%SCHEDULE 13G
DateRecordFigureOur pageSource
September 9, 2026Leadership change: Jack Tobin appointed, Chief Financial Officer—Leadership changesSource
June 17, 2026Leadership change: Terrence A. Duffy appointed, Chief Executive Officer—Leadership changesSource

Federated Hermes Inc

At 5% or more1
Filings2
Latest filing2026-04-29

Federated Hermes Inc has 2 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
Vanguard Portfolio Management6.06%4,603,965SCHEDULE 13G, 2026-04-292026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management004,603,9650SCHEDULE 13G, 2026-04-29
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Federated Hermes Inc by CUSIP 314211103 and gives its principal executive office as 1001 Liberty Avenue, Pittsburgh, PA 15222 (SCHEDULE 13G, 2026-04-29).

FiledHolderPercentFiling
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.06%SCHEDULE 13G

Goldman Sachs Group Inc

At 5% or more1
Filings2
Latest filing2026-04-30

Goldman Sachs Group Inc has 2 Schedule 13D or 13G filings on record since 2026-03-27. 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
Vanguard Capital Management7.19%21,224,791SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management2,838,157021,224,7910SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Goldman Sachs Group Inc by CUSIP 38141G104 and gives its principal executive office as 200 West Street, New York, NY 10282 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.19%SCHEDULE 13G

Interactive Brokers Group Inc

At 5% or more2
Filings5
Latest filing2026-04-30

Interactive Brokers Group Inc has 5 Schedule 13D or 13G filings on record since 2025-09-08. 2 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 Management7.3%32,540,281SCHEDULE 13G, 2026-04-302026-03-31
BlackRock, Inc.6.2%27,619,620SCHEDULE 13G/A, 2025-10-172025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Bares Capital Management, Inc.SCHEDULE 13G/A, 2025-11-072025-10-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management4,359,920032,540,2810SCHEDULE 13G, 2026-04-30
BlackRock, Inc.25,239,886027,619,6200SCHEDULE 13G/A, 2025-10-17
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Interactive Brokers Group Inc by CUSIP 45841N107 and gives its principal executive office as 1 Pickwick Plaza, Greenwich, CT 06830 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-09-08The Vanguard Group11.4%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.6.2%SCHEDULE 13G/A
2025-11-07Bares Capital Management, Inc.SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.3%SCHEDULE 13G

Intercontinental Exchange Inc

At 5% or more1
Filings4
Latest filing2026-04-30

Intercontinental Exchange Inc has 4 Schedule 13D or 13G filings on record since 2025-07-29. 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
Vanguard Capital Management7.49%42,553,002SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management5,641,623042,553,0020SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Intercontinental Exchange Inc by CUSIP 45866F104 and gives its principal executive office as 2100 RiverEdge Parkway, Atlanta, GA 30328 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-07-29The Vanguard Group9.35%SCHEDULE 13G/A
2025-12-03The Vanguard Group10%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.49%SCHEDULE 13G

KKR & Co Inc

At 5% or more1
Filings5
Latest filing2026-04-30

KKR & Co Inc has 5 Schedule 13D or 13G filings on record since 2025-07-17. 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
Vanguard Capital Management5.68%50,647,147SCHEDULE 13G, 2026-04-302026-03-31
BlackRock, Inc.4.96%44,343,828SCHEDULE 13G/A, 2026-04-272026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management6,621,249050,647,1470SCHEDULE 13G, 2026-04-30
BlackRock, Inc.40,319,699044,343,8280SCHEDULE 13G/A, 2026-04-27
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies KKR & Co Inc by CUSIP 48251W104 and gives its principal executive office as 30 Hudson Yards, New York, NY 10001 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.4.9%SCHEDULE 13G/A
2026-01-21BlackRock, Inc.5.02%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-27BlackRock, Inc.4.96%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.68%SCHEDULE 13G
DateRecordFigureOur pageSource
October 26, 2026Leadership change: Brian J. Lee appointed—Leadership changesSource
May 29, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Mount Logan Capital Inc

At 5% or more1
Filings1
Latest filing2026-04-30

Mount Logan Capital Inc has 1 Schedule 13D or 13G filing on record since 2026-04-30. 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
Vanguard Capital Management6%672,161SCHEDULE 13G, 2026-04-302026-03-31
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management75,2630672,1610SCHEDULE 13G, 2026-04-30

The latest filing identifies Mount Logan Capital Inc by CUSIP 62188E103 and gives its principal executive office as 650 Madison Avenue, 3rd Floor, New York, NY 10022 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-04-30Vanguard Capital Management6%SCHEDULE 13G
DateRecordFigureOur pageSource
November 6, 2026Leadership change: Brandon Harper appointed, Chief Accounting Officer—Leadership changesSource
April 28, 2026IPO filing, Form RW—IPO filingsSource
April 15, 2026Leadership change: Jordan Mangum appointed, Chief Operating Officer—Leadership changesSource
January 13, 2026IPO filing, Form S-1/A—IPO filingsSource
January 12, 2026IPO filing, Form S-1—IPO filingsSource

Raymond James Financial Inc

At 5% or more1
Filings3
Latest filing2026-04-30

Raymond James Financial Inc has 3 Schedule 13D or 13G filings on record since 2025-08-12. 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
Vanguard Capital Management6.62%13,062,357SCHEDULE 13G, 2026-04-302026-03-31
Wellington Management Group LLP4.7%9,568,625SCHEDULE 13G/A, 2025-08-122025-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,703,664013,062,3570SCHEDULE 13G, 2026-04-30
Wellington Management Group LLP08,599,84109,568,625SCHEDULE 13G/A, 2025-08-12
Wellington Group Holdings LLP08,599,84109,568,625SCHEDULE 13G/A, 2025-08-12
Wellington Investment Advisors Holdings LLP08,599,84109,568,625SCHEDULE 13G/A, 2025-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Raymond James Financial Inc by CUSIP 754730109 and gives its principal executive office as 880 Carillon Parkway, St Petersburg, FL 33716 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP4.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management6.62%SCHEDULE 13G
DateRecordFigureOur pageSource
September 1, 2026Leadership change: William W. Weatherford appointed, Director—Leadership changesSource

Robinhood Markets Inc

At 5% or more3
Filings7
Latest filing2026-04-30

Robinhood Markets Inc has 7 Schedule 13D or 13G filings on record since 2025-07-17. 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 2026-06-16 (layoff filings and notices).

HolderPercentSharesLatestEvent date
Baiju Bhatt7.6%64,069,727SCHEDULE 13G/A, 2025-10-312025-09-30
Vanguard Capital Management7.48%59,098,711SCHEDULE 13G, 2026-04-302026-03-31
BlackRock, Inc.7.2%55,763,578SCHEDULE 13G/A, 2025-10-172025-09-30
Fmr LLC4%31,240,011SCHEDULE 13G/A, 2025-11-052025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Baiju Bhatt63,504,648054,163,1710SCHEDULE 13G/A, 2025-10-31
Vanguard Capital Management7,772,216059,098,7110SCHEDULE 13G, 2026-04-30
Fmr LLC29,853,937031,240,0110SCHEDULE 13G/A, 2025-11-05
Abigail P. Johnson0031,240,0110SCHEDULE 13G/A, 2025-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Robinhood Markets Inc by CUSIP 770700102 and gives its principal executive office as 85 Willow Road, Menlo Park, CA 94025 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.5.2%SCHEDULE 13G
2025-10-06The Vanguard Group12.2%SCHEDULE 13G/A
2025-10-17BlackRock, Inc.7.2%SCHEDULE 13G/A
2025-10-31Baiju Bhatt7.6%SCHEDULE 13G/A
2025-11-05Fmr LLC4%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.48%SCHEDULE 13G
DateRecordFigureOur pageSource
June 26, 2026Leadership change: Dara Bazzano appointed—Leadership changesSource
May 8, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

T Rowe Price Group Inc

At 5% or more2
Filings3
Latest filing2026-04-30

T Rowe Price Group Inc has 3 Schedule 13D or 13G filings on record since 2026-03-27. 2 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.10.1%21,957,917SCHEDULE 13G, 2026-04-072026-03-31
Vanguard Capital Management7.52%16,382,933SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.20,494,650021,957,9170SCHEDULE 13G, 2026-04-07
Vanguard Capital Management2,221,462016,382,9330SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies T Rowe Price Group Inc by CUSIP 74144T108 and gives its principal executive office as 100 East Pratt Street, Baltimore, MD 21202 (SCHEDULE 13G, 2026-04-30).

FiledHolderPercentFiling
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-07BlackRock, Inc.10.1%SCHEDULE 13G
2026-04-30Vanguard Capital Management7.52%SCHEDULE 13G
DateRecordFigureOur pageSource
May 18, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
April 22, 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.