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5%+ stakes

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

8 companies with 5%+ holders, every filing linked: Ameriprise Financial Inc, Carlyle Group, Inc., Evercore Inc, Moelis & Co, Piper Sandler Cos, PJT Partners Inc 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 (industry group 62), latest filing in July 2026), each linked to its filing, starting with Ameriprise Financial Inc, Carlyle Group, Inc., Evercore Inc. Free check on any of them: https://mentionfox.com/check

On this page

Ameriprise Financial Inc

At 5% or more4
Filings7
Latest filing2026-07-27

Ameriprise Financial Inc has 7 Schedule 13D or 13G filings on record since 2025-10-24. 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.8.2%7,395,693SCHEDULE 13G/A, 2026-07-272026-06-30
Vanguard Capital Management7.54%6,841,348SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.81%5,276,992SCHEDULE 13G, 2026-04-282026-03-31
State Street Corporation5.1%4,595,792SCHEDULE 13G, 2026-05-122026-03-31
Jpmorgan Chase & Co.4.1%3,866,962SCHEDULE 13G/A, 2025-11-042025-10-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.6,774,06107,395,6930SCHEDULE 13G/A, 2026-07-27
Vanguard Capital Management909,29706,841,3480SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management22,79505,276,9920SCHEDULE 13G, 2026-04-28
State Street Corporation0730,39104,592,587SCHEDULE 13G, 2026-05-12

The latest filing identifies Ameriprise Financial Inc by CUSIP 03076C106 and gives its principal executive office as 1099 AMERIPRISE FINANCIAL CENTER, MINNEAPOLIS, MN 55474 (SCHEDULE 13G/A, 2026-07-27).

FiledHolderPercentFiling
2025-10-24Jpmorgan Chase & Co.5%SCHEDULE 13G/A
2025-11-04Jpmorgan Chase & Co.4.1%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.81%SCHEDULE 13G
2026-04-29Vanguard Capital Management7.54%SCHEDULE 13G
2026-05-12State Street Corporation5.1%SCHEDULE 13G
2026-07-27BlackRock, Inc.8.2%SCHEDULE 13G/A
DateRecordFigureOur pageSource
May 20, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Carlyle Group, Inc.

At 5% or more2
Filings4
Latest filing2026-07-27

Carlyle Group, Inc. has 4 Schedule 13D or 13G filings on record since 2025-08-13. 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.7.4%26,522,385SCHEDULE 13G/A, 2026-07-272026-06-30
Capital World Investors5%17,987,864SCHEDULE 13G/A, 2026-05-142026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
BlackRock, Inc.25,084,207026,522,3850SCHEDULE 13G/A, 2026-07-27
Capital World Investors17,827,216017,987,8640SCHEDULE 13G/A, 2026-05-14
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Carlyle Group, Inc. by CUSIP 14316J108 and gives its principal executive office as 1001 Pennsylvania Avenue, N.W., Washington, DC 20004 (SCHEDULE 13G/A, 2026-07-27).

FiledHolderPercentFiling
2025-08-13Capital World Investors5.6%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-14Capital World Investors5%SCHEDULE 13G/A
2026-07-27BlackRock, Inc.7.4%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 1, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Evercore Inc

At 5% or more3
Filings5
Latest filing2026-07-31

Evercore Inc has 5 Schedule 13D or 13G filings on record since 2025-11-12. 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
Vanguard Portfolio Management5.06%1,960,312SCHEDULE 13G, 2026-07-312026-06-30
Vanguard Capital Management5.02%1,989,795SCHEDULE 13G, 2026-04-292026-03-31
Wellington Management Group LLP5%1,931,374SCHEDULE 13G/A, 2026-02-102025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management4,16201,960,3120SCHEDULE 13G, 2026-07-31
Vanguard Capital Management294,84601,989,7950SCHEDULE 13G, 2026-04-29
Wellington Management Group LLP01,643,70301,931,374SCHEDULE 13G/A, 2026-02-10
Wellington Group Holdings LLP01,643,70301,931,374SCHEDULE 13G/A, 2026-02-10
Wellington Investment Advisors Holdings LLP01,643,70301,931,374SCHEDULE 13G/A, 2026-02-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Evercore Inc by CUSIP 29977A105 and gives its principal executive office as 55 East 52nd Street, 38th Floor, New York, NY 10055 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2025-11-12Wellington Management Group LLP5.2%SCHEDULE 13G
2026-02-10Wellington Management Group LLP5%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.02%SCHEDULE 13G
2026-07-31Vanguard Portfolio Management5.06%SCHEDULE 13G
DateRecordFigureOur pageSource
October 21, 2026Leadership change: Nigel Dawn appointed, President, and 1 more—Leadership changesSource

Moelis & Co

At 5% or more3
Filings8
Latest filing2026-07-16

Moelis & Co has 8 Schedule 13D or 13G filings on record since 2025-08-13. 3 holders' latest filing reports 5% or more of cl a. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Kayne Anderson Rudnick Investment Management, LLC7.9%5,778,143SCHEDULE 13G/A, 2026-05-142026-03-31
Vanguard Portfolio Management6.39%4,693,308SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.28%3,880,626SCHEDULE 13G, 2026-04-302026-03-31
Wasatch Advisors LP4.4%3,246,593SCHEDULE 13G/A, 2026-07-162026-06-30
The London Company4.14%3,061,978SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Kayne Anderson Rudnick Investment Management, LLC3,830,2271,006,4014,759,2431,006,401SCHEDULE 13G/A, 2026-05-14
Vanguard Portfolio Management64,62504,693,3080SCHEDULE 13G, 2026-04-29
Vanguard Capital Management565,58603,880,6260SCHEDULE 13G, 2026-04-30
Wasatch Advisors LP2,329,52503,246,5930SCHEDULE 13G/A, 2026-07-16

The latest filing identifies Moelis & Co by CUSIP 60786M105 and gives its principal executive office as 399 Park Avenue, 5th Floor, New York, NY 10022 (SCHEDULE 13G/A, 2026-07-16).

FiledHolderPercentFiling
2025-08-13Kayne Anderson Rudnick Investment Management, LLC9.1%SCHEDULE 13G/A
2026-02-17The London Company4.14%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-22Wasatch Advisors LP5.1%SCHEDULE 13G
2026-04-29Vanguard Portfolio Management6.39%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.28%SCHEDULE 13G
2026-05-14Kayne Anderson Rudnick Investment Management, LLC7.9%SCHEDULE 13G/A
2026-07-16Wasatch Advisors LP4.4%SCHEDULE 13G/A

Piper Sandler Cos

At 5% or more2
Filings4
Latest filing2026-07-31

Piper Sandler Cos has 4 Schedule 13D or 13G filings on record since 2026-01-30. 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 Management7.28%5,194,367SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.03%3,576,376SCHEDULE 13G, 2026-07-312026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management60,83405,194,3670SCHEDULE 13G, 2026-04-29
Vanguard Capital Management538,05003,576,3760SCHEDULE 13G, 2026-07-31
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Piper Sandler Cos by CUSIP 724078209 and gives its principal executive office as 350 N 5th St, Suite 1000, Minneapolis, MN 55401 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2026-01-30The Vanguard Group12.03%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management7.28%SCHEDULE 13G
2026-07-31Vanguard Capital Management5.03%SCHEDULE 13G
DateRecordFigureOur pageSource
September 22, 2026Leadership change: Wendy L. Schoppert appointed, Director, and 1 more—Leadership changesSource

PJT Partners Inc

At 5% or more4
Filings5
Latest filing2026-07-17

PJT Partners Inc has 5 Schedule 13D or 13G filings on record since 2025-07-17. 4 holders' latest filing reports 5% or more of com cl a. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
BlackRock, Inc.14.2%3,470,245SCHEDULE 13G/A, 2025-07-172025-06-30
Wasatch Advisors LP5.7%1,478,222SCHEDULE 13G, 2026-07-172026-06-30
Vanguard Portfolio Management5.32%1,287,350SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management5.09%1,230,929SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wasatch Advisors LP966,62701,478,2220SCHEDULE 13G, 2026-07-17
Vanguard Portfolio Management19,98201,287,3500SCHEDULE 13G, 2026-04-29
Vanguard Capital Management182,84301,230,9290SCHEDULE 13G, 2026-04-30
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies PJT Partners Inc by CUSIP 69343T107 and gives its principal executive office as 280 PARK AVENUE, 16TH FLOOR, New York, NY 10017 (SCHEDULE 13G, 2026-07-17).

FiledHolderPercentFiling
2025-07-17BlackRock, Inc.14.2%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management5.32%SCHEDULE 13G
2026-04-30Vanguard Capital Management5.09%SCHEDULE 13G
2026-07-17Wasatch Advisors LP5.7%SCHEDULE 13G
DateRecordFigureOur pageSource
July 16, 2026Leadership change: Helen Meates departs, Chief Financial Officer, and 1 more—Leadership changesSource

StoneX Group Inc

At 5% or more2
Filings6
Latest filing2026-07-31

StoneX Group Inc has 6 Schedule 13D or 13G filings on record since 2025-10-17. 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.12.6%6,568,359SCHEDULE 13G/A, 2025-10-172025-09-30
Vanguard Portfolio Management5.14%4,075,393SCHEDULE 13G, 2026-07-312026-06-30
T. Rowe Price Associates, Inc.4.4%3,471,515SCHEDULE 13G/A, 2026-05-152026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management72,23404,075,3930SCHEDULE 13G, 2026-07-31
T. Rowe Price Associates, Inc.3,469,83203,471,5150SCHEDULE 13G/A, 2026-05-15
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies StoneX Group Inc by CUSIP 861896108 and gives its principal executive office as 155 East 44th Street, Suite 900, New York, NY 10017 (SCHEDULE 13G, 2026-07-31).

FiledHolderPercentFiling
2025-10-17BlackRock, Inc.12.6%SCHEDULE 13G/A
2025-10-31The Vanguard Group7.7%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.5.5%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-05-15T. Rowe Price Associates, Inc.4.4%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.14%SCHEDULE 13G

Virtu Financial, Inc

At 5% or more1
Filings7
Latest filing2026-11-05

Virtu Financial, Inc has 7 Schedule 13D or 13G filings on record since 2025-10-31. 1 holder's 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
Vanguard Portfolio Management6.4%5,546,296SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Capital Management4.98%4,398,787SCHEDULE 13G/A, 2026-10-302026-09-30
Douglas A. Cifu4.67%4,134,858SCHEDULE 13G/A, 2025-11-142025-09-30
Fmr LLC3.8%3,316,773SCHEDULE 13G/A, 2026-11-052026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Portfolio Management9,57505,546,2960SCHEDULE 13G, 2026-04-29
Vanguard Capital Management661,75204,398,7870SCHEDULE 13G/A, 2026-10-30
Douglas A. Cifu484,3123,650,546484,3123,650,546SCHEDULE 13G/A, 2025-11-14
DAC Investment LLC02,830,74202,830,742SCHEDULE 13G/A, 2025-11-14
Cifu Family 2011 Trust0000SCHEDULE 13G/A, 2025-11-14
Cifu Family 2020 Trust0000SCHEDULE 13G/A, 2025-11-14
Cifu 2025 GST Trust0819,8040819,804SCHEDULE 13G/A, 2025-11-14
Fmr LLC3,281,98603,316,7730SCHEDULE 13G/A, 2026-11-05
Abigail P. Johnson003,316,7730SCHEDULE 13G/A, 2026-11-05
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Virtu Financial, Inc by CUSIP 928254101 and gives its principal executive office as 1633 BROADWAY, NEW YORK, NY 10019 (SCHEDULE 13G/A, 2026-11-05).

FiledHolderPercentFiling
2025-10-31The Vanguard Group11.82%SCHEDULE 13G/A
2025-11-14Douglas A. Cifu4.67%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management6.4%SCHEDULE 13G
2026-07-31Vanguard Capital Management5%SCHEDULE 13G
2026-10-30Vanguard Capital Management4.98%SCHEDULE 13G/A
2026-11-05Fmr LLC3.8%SCHEDULE 13G/A
DateRecordFigureOur pageSource
August 21, 2026Leadership change: Barbara Finigan appointed, Director—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.

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