Schedule 13D / 13G Activist & 5%+ Stakes
Schedule 13D and Schedule 13G are filed when an investor or fund acquires more than 5% of a public company’s voting shares. Schedule 13D signals an active or activist stake (often seeking board seats, asset sales, or strategic changes), while Schedule 13G indicates a passive >5% institutional position.
- New >5% activist stakes (Schedule 13D) and Item 4 Purpose of Transaction demands
- Schedule 13D/A amendments revealing stake increases, letter releases, or settlement agreements
- Large passive institutional accumulations (Schedule 13G) crossing 5% or 10% thresholds
- Cross-reference with Congressional stock trades and insider Form 4 activity
$TMO SC 13G — Thermo Fisher Scientific Inc.
FMR LLC filed a Schedule 13G reporting beneficial ownership of common stock of Thermo Fisher Scientific Inc. as of September 30, 2026. According to the filing, FMR LLC beneficia…
$XOM SC 13G/A — Exxon Mobil Corporation
This filing is Amendment No. 29 to a Schedule 13G submitted by ExxonMobil Holdings Corp, a Texas corporation, regarding its ownership of common shares in Imperial Oil Ltd. The s…
$XOM SC 13G — Exxon Mobil Corporation
Vanguard Capital Management filed a Schedule 13G reporting that as of September 30, 2026, it beneficially owned 313,601,337 shares of common stock of ExxonMobil Holdings Corp. T…
$XOM SC 13G — Exxon Mobil Corporation
BlackRock, Inc. filed a Schedule 13G reporting that, as of September 30, 2026, it beneficially owned 297,486,444 shares of common stock of ExxonMobil Holdings Corp. That positio…
$XOM SC 13G/A — Exxon Mobil Corporation
BlackRock, Inc. filed an amendment to its Schedule 13G regarding Exxon Mobil Corporation common stock. The filing, dated as of September 30, 2026, reports that BlackRock benefic…
$TSLA SC 13G/A — Tesla, Inc.
BlackRock, Inc. filed an amended Schedule 13G with the Securities and Exchange Commission reporting its beneficial ownership of Tesla, Inc. common stock. The filing is Amendment…
$LLY SC 13G/A — Eli Lilly and Company
This filing is an amended Schedule 13G submitted by Lilly Endowment, Inc., an Indiana nonprofit private foundation, concerning its ownership of Eli Lilly and Company common stoc…
$LLY SC 13D — Eli Lilly and Company
Eli Lilly and Company filed a Schedule 13D with the SEC regarding its ownership of common stock in TRex Bio, Inc. The filing reports that Lilly beneficially owns 5,480,872 share…
$BRK-B SC 13G/A — Berkshire Hathaway Inc.
Berkshire Hathaway Inc. and Warren E. Buffett filed an amendment to their Schedule 13G regarding Lennar Corporation Class A common stock, reporting ownership as of September 30,…
$SBUX SC 13G/A — Starbucks Corporation
Capital World Investors filed an amended Schedule 13G with the SEC regarding its position in Starbucks Corporation. The filing, identified as Amendment No. 2 and dated as of Jun…