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5%+ stakes

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

11 companies with 5%+ holders, every filing linked: Acadian Asset Management Inc., Affiliated Managers Group, Inc., DigitalBridge Group, Inc., Invesco Ltd., Lpl Financial Holdings Inc., Pershing Square Inc. and more. Each section is the company's full record from its filings, newest filings first within each section.

11 companies with 5%+ holders on this page (Finance Insurance and Real Estate (industry group 62), latest filing in August 2026), each linked to its filing, starting with Acadian Asset Management Inc., Affiliated Managers Group, Inc., DigitalBridge Group, Inc.. Free check on any of them: https://mentionfox.com/check

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Acadian Asset Management Inc.

At 5% or more1
Filings10
Latest filing2026-08-10

Acadian Asset Management Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-06. 1 holder's latest filing reports 5% or more of common. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Paulson & Co. Inc.16.4%5,843,282SCHEDULE 13D/A, 2026-06-222026-06-17
Prudential Financial Inc4.5%1,598,888SCHEDULE 13G/A, 2026-08-102026-06-30
Jennison Associates LLC4.3%1,526,570SCHEDULE 13G/A, 2026-08-032026-06-30
Empyrean Capital Partners, LP4.3%1,541,108SCHEDULE 13G/A, 2025-11-142025-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Paulson & Co. Inc.5,843,28205,843,2820SCHEDULE 13D/A, 2026-06-22
Prudential Financial Inc01,587,22701,598,888SCHEDULE 13G/A, 2026-08-10
Jennison Associates LLC1,526,570001,526,570SCHEDULE 13G/A, 2026-08-03
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Acadian Asset Management Inc. by CUSIP 10948W103 and gives its principal executive office as 260 FRANKLIN ST, BOSTON, MA 02110 (SCHEDULE 13G/A, 2026-08-10).

FiledHolderPercentFiling
2025-08-06Jennison Associates LLC5.8%SCHEDULE 13G
2025-08-06Prudential Financial Inc5.9%SCHEDULE 13G
2025-09-05Paulson & Co. Inc.21.6%SCHEDULE 13D/A
2025-11-05Jennison Associates LLC4.8%SCHEDULE 13G/A
2025-11-14Empyrean Capital Partners, LP4.3%SCHEDULE 13G/A
2026-01-30Jennison Associates LLC5.4%SCHEDULE 13G
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-06-22Paulson & Co. Inc.16.4%SCHEDULE 13D/A
2026-08-03Jennison Associates LLC4.3%SCHEDULE 13G/A
2026-08-10Prudential Financial Inc4.5%SCHEDULE 13G/A
DateRecordFigureOur pageSource
June 11, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Affiliated Managers Group, Inc.

At 5% or more3
Filings9
Latest filing2026-08-12

Affiliated Managers Group, Inc. has 9 Schedule 13D or 13G filings on record since 2025-10-30. 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
Morgan Stanley5.5%1,458,379SCHEDULE 13G/A, 2026-08-122026-06-30
Vanguard Capital Management5.19%1,386,744SCHEDULE 13G, 2026-04-292026-03-31
Vanguard Portfolio Management5.12%1,368,430SCHEDULE 13G, 2026-04-282026-03-31
Millennium Management LLC3.6%1,017,113SCHEDULE 13G/A, 2025-10-302025-09-30
Clarkston Capital Partners, LLC3.21%904,119SCHEDULE 13G/A, 2026-02-132025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Morgan Stanley01,271,03301,390,098SCHEDULE 13G/A, 2026-08-12
Atlanta Capital Management Company, LLC01,070,18901,175,026SCHEDULE 13G/A, 2026-08-12
Vanguard Capital Management211,99801,386,7440SCHEDULE 13G, 2026-04-29
Vanguard Portfolio Management8,63701,368,4300SCHEDULE 13G, 2026-04-28
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-26

The latest filing identifies Affiliated Managers Group, Inc. by CUSIP 008252108 and gives its principal executive office as 1001 U.S. HIGHWAY ONE NORTH, SUITE 702, JUPITER, FL 33477 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-10-30The Vanguard Group9.75%SCHEDULE 13G/A
2025-10-30Millennium Management LLC3.6%SCHEDULE 13G/A
2025-11-07Morgan Stanley7%SCHEDULE 13G/A
2026-02-13Clarkston Capital Partners, LLC3.21%SCHEDULE 13G/A
2026-03-05The Vanguard Group10.2%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-04-28Vanguard Portfolio Management5.12%SCHEDULE 13G
2026-04-29Vanguard Capital Management5.19%SCHEDULE 13G
2026-08-12Morgan Stanley5.5%SCHEDULE 13G/A

DigitalBridge Group, Inc.

At 5% or more3
Filings9
Latest filing2026-08-13

DigitalBridge Group, Inc. has 9 Schedule 13D or 13G filings on record since 2025-08-13. 3 holders' latest filing reports 5% or more of class a common stock, $0.01 par value. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Bank Of America Corp7.1%12,870,078SCHEDULE 13G/A, 2026-04-272026-03-31
Pentwater Capital Management LP6.3%11,500,000SCHEDULE 13G, 2026-02-172025-12-31
Vanguard Capital Management5.08%9,280,131SCHEDULE 13G, 2026-04-292026-03-31
Glazer Capital, LLC2.7%4,927,041SCHEDULE 13G/A, 2026-08-132026-06-30
Wafra Strategic Holdings LP1.4%2,676,000SCHEDULE 13G/A, 2026-02-172025-12-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Bank Of America Corp012,865,403012,870,078SCHEDULE 13G/A, 2026-04-27
Vanguard Capital Management1,302,07609,280,1310SCHEDULE 13G, 2026-04-29
Glazer Capital, LLC04,927,04104,927,041SCHEDULE 13G/A, 2026-08-13
Paul J. Glazer04,927,04104,927,041SCHEDULE 13G/A, 2026-08-13

The latest filing identifies DigitalBridge Group, Inc. by CUSIP 25401T603 and gives its principal executive office as 750 Park of Commerce Drive, Suite 210, Boca Raton, FL 33487 (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-08-13Bank Of America Corp4.9%SCHEDULE 13G/A
2026-02-11Bank Of America Corp5.3%SCHEDULE 13G
2026-02-17Pentwater Capital Management LP6.3%SCHEDULE 13G
2026-02-17Wafra Strategic Holdings LP1.4%SCHEDULE 13G/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-03-27Glazer Capital, LLC5.1%SCHEDULE 13G
2026-04-27Bank Of America Corp7.1%SCHEDULE 13G/A
2026-04-29Vanguard Capital Management5.08%SCHEDULE 13G
2026-08-13Glazer Capital, LLC2.7%SCHEDULE 13G/A
DateRecordFigureOur pageSource
September 30, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

Invesco Ltd.

At 5% or more1
Filings6
Latest filing2026-08-10

Invesco Ltd. has 6 Schedule 13D or 13G filings on record since 2025-10-21. 1 holder's latest filing reports 5% or more of common stock, par value $0.20 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Vanguard Capital Management7.15%31,740,914SCHEDULE 13G, 2026-04-302026-03-31
Millennium Management LLC3.9%17,117,800SCHEDULE 13G/A, 2026-08-102026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management3,775,851031,740,9140SCHEDULE 13G, 2026-04-30
Integrated Core Strategies (US) LLC013,043,982013,043,982SCHEDULE 13G/A, 2026-08-10
Millennium Management LLC017,117,800017,117,800SCHEDULE 13G/A, 2026-08-10
Millennium Group Management LLC017,117,800017,117,800SCHEDULE 13G/A, 2026-08-10
Israel A. Englander017,117,800017,117,800SCHEDULE 13G/A, 2026-08-10
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Invesco Ltd. by CUSIP G491BT108 and gives its principal executive office as 1331 Spring Street, Suite 2500, Atlanta, GA 30309 (SCHEDULE 13G/A, 2026-08-10).

FiledHolderPercentFiling
2025-10-21Millennium Management LLC5.2%SCHEDULE 13G
2025-10-31Millennium Management LLC5.9%SCHEDULE 13G/A
2026-02-12Millennium Management LLC4.9%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management7.15%SCHEDULE 13G
2026-08-10Millennium Management LLC3.9%SCHEDULE 13G/A

Lpl Financial Holdings Inc.

At 5% or more4
Filings6
Latest filing2026-08-13

Lpl Financial Holdings Inc. has 6 Schedule 13D or 13G filings on record since 2025-08-07. 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 Management5.36%4,300,570SCHEDULE 13G, 2026-04-302026-03-31
JANUS HENDERSON GROUP Ltd.5.3%4,198,356SCHEDULE 13G, 2026-08-132026-06-30
Dodge & Cox5.2%4,146,547SCHEDULE 13G, 2026-05-142026-03-31
Boston Partners5.01%4,004,972SCHEDULE 13G, 2026-08-042026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management703,60204,300,5700SCHEDULE 13G, 2026-04-30
JANUS HENDERSON GROUP Ltd.04,198,35604,198,356SCHEDULE 13G, 2026-08-13
Dodge & Cox3,905,05904,146,5470SCHEDULE 13G, 2026-05-14
Boston Partners3,306,02704,004,9720SCHEDULE 13G, 2026-08-04

The latest filing identifies Lpl Financial Holdings Inc. by CUSIP 50212V100 and gives its principal executive office as 4707 EXECUTIVE DRIVE, SAN DIEGO, CA 92121 (SCHEDULE 13G, 2026-08-13).

FiledHolderPercentFiling
2025-08-07The Vanguard Group10.05%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.36%SCHEDULE 13G
2026-05-14Dodge & Cox5.2%SCHEDULE 13G
2026-08-04Boston Partners5.01%SCHEDULE 13G
2026-08-13JANUS HENDERSON GROUP Ltd.5.3%SCHEDULE 13G

Pershing Square Inc.

At 5% or more3
Filings3
Latest filing2026-08-14

Pershing Square Inc. has 3 Schedule 13D or 13G filings on record since 2026-08-14. 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
Pershing Square Management, LLC75.1%300,268,979SCHEDULE 13G, 2026-08-142026-06-30
William A. Ackman45.3%181,302,229SCHEDULE 13G, 2026-08-142026-06-30
Ryan Israel7.8%31,099,877SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Pershing Square Management, LLC115,979,280184,289,6990184,289,699SCHEDULE 13G, 2026-08-14
Pershing Square Partner Group, LLC0184,289,6990184,289,699SCHEDULE 13G, 2026-08-14
William A. Ackman0480,8291,500,000179,802,229SCHEDULE 13G, 2026-08-14
WAA Management LLC000163,319,300SCHEDULE 13G, 2026-08-14
Ryan Israel009,144,21421,955,663SCHEDULE 13G, 2026-08-14

The latest filing identifies Pershing Square Inc. by CUSIP 71531U102 and gives its principal executive office as 787 Eleventh Avenue, Ninth Floor, New York, NY 10019 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14William A. Ackman45.3%SCHEDULE 13G
2026-08-14Ryan Israel7.8%SCHEDULE 13G
2026-08-14Pershing Square Management, LLC75.1%SCHEDULE 13G
DateRecordFigureOur pageSource
April 30, 2026IPO filing, Form 424B4$50 a shareIPO filingsSource
April 23, 2026IPO filing, Form S-1/A—IPO filingsSource
April 20, 2026IPO filing, Form S-1/A—IPO filingsSource
April 13, 2026IPO filing, Form S-1/A—IPO filingsSource
March 10, 2026IPO filing, Form S-1—IPO filingsSource

Siebert Financial Corp.

At 5% or more1
Filings3
Latest filing2026-08-28

Siebert Financial Corp. has 3 Schedule 13D or 13G filings on record since 2025-11-24. 1 holder's 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
Gloria E. Gebbia42%17,060,603SCHEDULE 13D/A, 2026-08-282026-08-26
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Gloria E. Gebbia017,060,603017,060,603SCHEDULE 13D/A, 2026-08-28
John M. Gebbia1,921,89117,060,6031,921,89117,060,603SCHEDULE 13D/A, 2026-08-28
Richard Gebbia3,078,12717,060,6033,078,12717,060,603SCHEDULE 13D/A, 2026-08-28
David Gebbia1,415,31817,060,6031,415,31817,060,603SCHEDULE 13D/A, 2026-08-28
John J & Gloria E Gebbia TTEESS UAD 12/8/94 ("Gebbia Living Trust")9,804,99417,060,6039,804,99417,060,603SCHEDULE 13D/A, 2026-08-28
John J. Gebbia017,060,603017,060,603SCHEDULE 13D/A, 2026-08-28

The latest filing identifies Siebert Financial Corp. by CUSIP 826176109 and gives its principal executive office as 653 Collins Avenue, Miami Beach, FL 33139 (SCHEDULE 13D/A, 2026-08-28).

FiledHolderPercentFiling
2025-11-24Gloria E. Gebbia42%SCHEDULE 13D/A
2026-01-22Gloria E. Gebbia42%SCHEDULE 13D/A
2026-08-28Gloria E. Gebbia42%SCHEDULE 13D/A
DateRecordFigureOur pageSource
November 4, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource
September 25, 2026Leadership change: John M. Gebbia appointed—Leadership changesSource

Stifel Financial Corp

At 5% or more2
Filings5
Latest filing2026-08-12

Stifel Financial Corp has 5 Schedule 13D or 13G filings on record since 2025-11-05. 2 holders' latest filing reports 5% or more of common stock, $0.15 par value per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Fmr LLC5.7%5,864,042SCHEDULE 13G/A, 2025-11-052025-09-30
Vanguard Capital Management5.04%7,812,978SCHEDULE 13G, 2026-04-302026-03-31
AQR Capital Management, LLC3.91%6,001,400SCHEDULE 13G/A, 2026-08-122026-06-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Vanguard Capital Management1,165,41407,812,9780SCHEDULE 13G, 2026-04-30
AQR Capital Management, LLC05,795,47506,001,400SCHEDULE 13G/A, 2026-08-12
AQR Capital Management Holdings, LLC05,795,47506,001,400SCHEDULE 13G/A, 2026-08-12
The Vanguard Group0000SCHEDULE 13G/A, 2026-03-27

The latest filing identifies Stifel Financial Corp by CUSIP 860630102 and gives its principal executive office as ATTN: JAMES G. LASCHOBER, 501 N. BROADWAY, ST. LOUIS, MO 63102-2102 (SCHEDULE 13G/A, 2026-08-12).

FiledHolderPercentFiling
2025-11-05Fmr LLC5.7%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.04%SCHEDULE 13G
2026-05-14AQR Capital Management, LLC5.47%SCHEDULE 13G
2026-08-12AQR Capital Management, LLC3.91%SCHEDULE 13G/A

Tradeweb Markets Inc.

At 5% or more4
Filings10
Latest filing2026-08-13

Tradeweb Markets Inc. has 10 Schedule 13D or 13G filings on record since 2025-08-12. 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
T. Rowe Price Associates, Inc.13.6%15,791,253SCHEDULE 13G/A, 2026-02-172025-12-31
Wellington Management Group LLP5.3%6,204,054SCHEDULE 13G/A, 2026-08-132026-06-30
Vanguard Portfolio Management5.23%6,071,791SCHEDULE 13G, 2026-07-312026-06-30
Vanguard Capital Management5.21%6,053,962SCHEDULE 13G, 2026-04-302026-03-31
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Wellington Management Group LLP05,578,99806,204,054SCHEDULE 13G/A, 2026-08-13
Wellington Group Holdings LLP05,578,99806,204,054SCHEDULE 13G/A, 2026-08-13
Wellington Investment Advisors Holdings LLP05,578,99806,204,054SCHEDULE 13G/A, 2026-08-13
Wellington Management Company LLP05,494,66305,801,878SCHEDULE 13G/A, 2026-08-13
Vanguard Portfolio Management14,19006,071,7910SCHEDULE 13G, 2026-07-31
Vanguard Capital Management863,16706,053,9620SCHEDULE 13G, 2026-04-30

The latest filing identifies Tradeweb Markets Inc. by CUSIP 892672106 and gives its principal executive office as 245 Park Avenue, New York (SCHEDULE 13G/A, 2026-08-13).

FiledHolderPercentFiling
2025-08-12Wellington Management Group LLP5.9%SCHEDULE 13G/A
2025-08-14T. Rowe Price Associates, Inc.7.3%SCHEDULE 13G/A
2025-09-08T. Rowe Price Associates, Inc.10.4%SCHEDULE 13G/A
2025-11-12Wellington Management Group LLP7.7%SCHEDULE 13G/A
2026-02-17T. Rowe Price Associates, Inc.13.6%SCHEDULE 13G/A
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-30Vanguard Capital Management5.21%SCHEDULE 13G
2026-05-15Wellington Management Group LLP6.5%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.23%SCHEDULE 13G
2026-08-13Wellington Management Group LLP5.3%SCHEDULE 13G/A

United States Brent Oil Fund, LP

At 5% or more1
Filings1
Latest filing2026-08-14

United States Brent Oil Fund, LP has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of shares. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Carronade Capital Management, LP8.6%1,350,365SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Carronade Capital Management, LP01,350,36501,350,365SCHEDULE 13G, 2026-08-14
Dan Gropper01,350,36501,350,365SCHEDULE 13G, 2026-08-14

The latest filing identifies United States Brent Oil Fund, LP by CUSIP 91167Q100 and gives its principal executive office as 1850 MT. DIABLO BLVD., SUITE 640, WALNUT CREEK, CA 94596 (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Carronade Capital Management, LP8.6%SCHEDULE 13G

Vinci Compass Investments Ltd.

At 5% or more1
Filings1
Latest filing2026-08-14

Vinci Compass Investments Ltd. has 1 Schedule 13D or 13G filing on record since 2026-08-14. 1 holder's latest filing reports 5% or more of class a common shares, par value us$0.00005 per share. Each figure below is the holder's own, as filed, with the filing linked.

HolderPercentSharesLatestEvent date
Samlyn Capital, LLC6%3,036,724SCHEDULE 13G, 2026-08-142026-06-30
Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Samlyn Capital, LLC03,036,72403,036,724SCHEDULE 13G, 2026-08-14
Samlyn, LP03,036,72403,036,724SCHEDULE 13G, 2026-08-14
Robert Pohly03,036,72403,036,724SCHEDULE 13G, 2026-08-14

The latest filing identifies Vinci Compass Investments Ltd. by CUSIP G9451V109 and gives its principal executive office as Av. Bartolomeu Mitre, 336, Leblon-Rio de Janeiro (SCHEDULE 13G, 2026-08-14).

FiledHolderPercentFiling
2026-08-14Samlyn Capital, LLC6%SCHEDULE 13G

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

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