Jushi Holdings Inc. has 5 Schedule 13D or 13G filings on record since 2025-11-13. 2 holders' latest filing reports 5% or more of common stock, par value $0.001 per share. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| James A. Cacioppo | 19.9% | 45,661,447 | SCHEDULE 13D/A, 2026-09-03 | 2026-09-01 |
| Marex Securities Products Inc. | 5.1% | 10,000,000 | SCHEDULE 13G, 2025-11-26 | 2025-11-19 |
| Healthcare of Ontario Pension Plan Trust Fund | 0% | 0 | SCHEDULE 13G/A, 2026-02-13 | 2025-12-31 |
Purpose of Transaction (Item 4)
James A. Cacioppo
The Reporting Persons acquired the Common Stock, Options and Warrants for investment purposes, and such purchases were made in the Reporting Persons' ordinary course of business. In pursuing such investment purposes, the Reporting Persons may further purchase, hold, vote, trade, dispose or otherwise deal in the Common Stock, Options and Warrants, as they deem advisable to benefit from changes in market prices, changes in the Issuer's operations, business strategy or prospects, or from a sale or merger of the Issuer - subject to limitation based on Mr. Cacioppo's current positions as Chief Executive Officer and member of the Board of Directors of the Issuer. To evaluate such alternatives, the Reporting Persons routinely monitor the Issuer's operations, prospects, business development, management, competitive and strategic matters, capital structure, and prevailing market conditions, as well as alternative investment opportunities, liquidity requirements of the Reporting Persons and other investment considerations. Consistent with their investment research methods and evaluation criteria, the Reporting Persons may discuss such matters with other officers or other directors of the Issuer, other shareholders, industry analysts, existing or potential strategic partners or competitors, investment and financing professionals, sources of credit and other investors. Such factors and discussions may materially affect, and result in, the Reporting Persons' modifying their ownership …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-09-03; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-11-13 | Healthcare of Ontario Pension Plan Trust Fund | 5.1% | SCHEDULE 13G |
| 2025-11-26 | Marex Securities Products Inc. | 5.1% | SCHEDULE 13G |
| 2025-12-15 | James A. Cacioppo | 19.9% | SCHEDULE 13D/A |
| 2026-02-13 | Healthcare of Ontario Pension Plan Trust Fund | 0% | SCHEDULE 13G/A |
| 2026-09-03 | James A. Cacioppo | 19.9% | SCHEDULE 13D/A |
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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.