Latest Schedule 13G passive stakes

NASDAQ
Capital Research Global Investors reports beneficial ownership of 5.4% of Medline Inc.'s common stock, totaling 47,768,233 shares, as of September 30, 2026.
NASDAQ
Capital Research Global Investors has updated its beneficial ownership filing for Quantinuum Inc., reporting a 2.3% stake.
NASDAQ
Capital Research Global Investors has disclosed beneficial ownership of 5.5% of Skyworks Solutions, Inc. common stock as of September 30, 2026.
NASDAQ
Capital Research Global Investors has disclosed a beneficial ownership of 5.1% in Xcel Energy, Inc., holding 32,059,658 shares.
NYSE
Capital Research Global Investors has reported beneficial ownership of 5.6% of UMH Properties, Inc. common stock as of September 30, 2026.
NASDAQ
Capital Research Global Investors has reported a beneficial ownership of 7.0% in Charter Communications, Inc., holding 8,065,337 shares.
NYSE
Capital Research Global Investors has disclosed an increased beneficial ownership of TransDigm Group Inc. common stock, now holding 2.9% of the outstanding shares.
NASDAQ
Capital Research Global Investors has reported beneficial ownership of 5.0% of Ollie's Bargain Outlet Holdings, Inc. common stock as of September 30, 2026.
NYSE
Capital Research Global Investors has reported a beneficial ownership of 20,439,594 shares, representing 6.4% of Viking Holdings Ltd.'s common stock.
NYSE
Capital Research Global Investors has updated its Schedule 13G filing, reporting beneficial ownership of 16,573,311 shares, representing 2.4% of Blue Owl Capital Inc.'s common stock.
NYSE
Capital Research Global Investors has reported beneficial ownership of 5,863,031 shares, representing 4.8% of the outstanding common stock of BBB Foods Inc., as of September 30, 2026.
NASDAQ
Capital Research Global Investors has reported acquiring a 4.0% stake in Arxis, Inc., holding 3,592,390 shares, as detailed in an amended Schedule 13G filing.
NYSE
Morgan Stanley has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Terawulf Inc. common stock as of September 30, 2026.
NASDAQ
Morgan Stanley has filed an amendment to its Schedule 13G, reporting its beneficial ownership of Terawulf Inc. common stock as of September 30, 2026.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G detailing their beneficial ownership of Western Asset Premier Bond Fund.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed a Schedule 13G detailing their beneficial ownership of Western Asset Premier Bond Fund.
NASDAQ
Nantahala Capital Management, LLC, along with its managing members Wilmot B. Harkey and Daniel Mack, has reported beneficial ownership of 26,118,235 shares of Peloton Interactive, Inc. Class A common stock, representing 6.17% of the class.
NYSE
Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, indicating they no longer beneficially own more than five percent of Tortoise Energy Infrastructure Corp. common stock.
NYSE
Morgan Stanley and its subsidiary Morgan Stanley Smith Barney LLC have filed a Schedule 13G, indicating they no longer beneficially own more than five percent of Tortoise Energy Infrastructure Corp. common stock.
NASDAQ
Nantahala Capital Management, LLC, along with its managing members Wilmot B. Harkey and Daniel Mack, has reported beneficial ownership of 1,654,393 shares, representing 7.45% of Grace Therapeutics, Inc.'s common stock.
NYSE
Morgan Stanley and its subsidiary have reported beneficial ownership of 6.9% of Stellantis N.V. common shares as of September 30, 2026.
NYSE
Morgan Stanley and its subsidiary have reported beneficial ownership of 6.9% of Stellantis N.V. common shares as of September 30, 2026.
NASDAQ
Nantahala Capital Management, LLC, along with its managing members Wilmot B. Harkey and Daniel Mack, has reported beneficial ownership of 6,545,596 shares, representing 14.5% of TELA Bio, Inc.'s common stock as of September 30, 2026.
NASDAQ
Nantahala Capital Management, LLC, along with its managing members Wilmot B. Harkey and Daniel Mack, has reported beneficial ownership of 6,575,352 shares, representing 8.62% of Fulcrum Therapeutics, Inc.'s common stock as of September 30, 2026.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G, reporting their beneficial ownership of RiverNorth Opportunities Fund, Inc. common stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Smith Barney LLC, have filed an amended Schedule 13G, reporting their beneficial ownership of RiverNorth Opportunities Fund, Inc. common stock.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G, reporting their beneficial ownership of Rigel Pharmaceuticals Inc. common stock.
NASDAQ
Morgan Stanley and its subsidiary, Morgan Stanley Capital Services LLC, have filed a Schedule 13G, reporting their beneficial ownership of Rigel Pharmaceuticals Inc. common stock.
AMEX
Nantahala Capital Management, LLC, along with Wilmot B. Harkey and Daniel Mack, has reported beneficial ownership of 73,054 shares, representing 2.72% of Tessera Defense & Homeland Security Inc.'s common stock as of September 30, 2026.
NYSE
Manulife Financial Corporation and its subsidiaries have filed an amendment to their Schedule 13G, reporting changes in beneficial ownership of Xperi Inc. common stock.