Latest Schedule 13G passive stakes

NYSE
Morgan Stanley and Parametric Portfolio Associates LLC have jointly filed a Schedule 13G, reporting a combined beneficial ownership of 6.5% in NYLI CBRE Global Infrastructure Megatrends Term Fund.
NASDAQ
Stock Yards Bank & Trust Company confirms beneficial ownership of over 2.5 million shares, representing 8.5% of Stock Yards Bancorp, Inc.'s common stock.
NYSE
Morgan Stanley and Atlanta Capital Management Company, LLC have updated their beneficial ownership filings for Choice Hotels International Inc., reporting changes in their holdings.
NYSE
Morgan Stanley and Atlanta Capital Management Company, LLC have updated their beneficial ownership filings for Choice Hotels International Inc., reporting changes in their holdings.
NASDAQ
AQR Capital Management entities report a beneficial ownership stake of 4.79% in Sizzle Acquisition Corp. II's Class A ordinary shares as of June 30, 2026.
NYSE
Morgan Stanley and Parametric Portfolio Associates LLC have filed an amendment to their Schedule 13G, indicating they no longer beneficially own more than five percent of CBRE Global Real Estate Income Fund's common shares.
NYSE
Morgan Stanley and Parametric Portfolio Associates LLC have filed an amendment to their Schedule 13G, indicating they no longer beneficially own more than five percent of CBRE Global Real Estate Income Fund's common shares.
NASDAQ
AQR Capital Management, LLC, AQR Capital Management Holdings, LLC, and AQR Arbitrage, LLC have filed a Schedule 13G amendment indicating they no longer beneficially own any shares of SIM Acquisition Corp. I.
NASDAQ
Managed Account Advisors LLC has reported a 6.6% beneficial ownership stake in Papa John's International Inc. as of June 30, 2026.
NASDAQ
Barrow Hanley Mewhinney & Strauss LLC has reported beneficial ownership of 1,185,806 shares, representing 3.4% of the common stock of Ichor Holdings, Ltd.
NYSE
AQR Capital Management entities report a beneficial ownership stake of 4.95% in SilverBox Corp IV's Class A ordinary shares as of June 30, 2026.
NASDAQ
Barrow Hanley Mewhinney & Strauss LLC has increased its beneficial ownership of Warner Music Group Corp. common stock to 6.1%, holding 8,909,094 shares as of June 30, 2026.
NYSE
Barrow Hanley Mewhinney & Strauss LLC has reported beneficial ownership of 6,575,662 shares, representing 5.4% of the common stock of Pinnacle West Capital Corp.
NASDAQ
Tieton Capital Management, LLC has disclosed beneficial ownership of 2,817,636 shares, representing 8.2% of the common stock of Resources Connection, Inc.
NYSE
Barrow Hanley Mewhinney & Strauss LLC has increased its beneficial ownership of MDU Resources Group Inc. common stock to 6.3%, acquiring substantial voting and dispositive power.
NASDAQ
Rosalind Advisors, Inc. and its affiliates have filed a Schedule 13G, reporting a beneficial ownership of 9.9% in Talphera, Inc., with significant holdings subject to exercise blockers.
NYSE
Managed Account Advisors LLC has reported a 5.6% beneficial ownership in Luxfer Holdings PLC, acquiring 1,500,225 shares.
NYSE
Barrow Hanley Mewhinney & Strauss LLC has reported a beneficial ownership of 17,505,233 shares, representing 8.2% of Axalta Coating Systems Ltd.'s common stock as of June 30, 2026.
NASDAQ
Susan M. Ocampo files an amendment to Schedule 13G, reporting beneficial ownership of 4,884,490 shares of MACOM Technology Solutions Holdings, Inc. common stock as of June 30, 2026.
NYSE
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their Schedule 13G filing to reflect their beneficial ownership of Arbutus Biopharma Corp. common shares.
NASDAQ
Morgan Stanley and its subsidiary, Morgan Stanley Investment Management Inc., have updated their Schedule 13G filing to reflect their beneficial ownership of Arbutus Biopharma Corp. common shares.
NASDAQ
Silver Heights Capital Management Inc. has updated its beneficial ownership of Iridium Communications Inc. common stock, now holding 3.1% of the class.
NYSE
Vineyard Capital Partners, L.L.C. has updated its Schedule 13G filing to reflect beneficial ownership of 41,800 shares, or 0.3%, of Carriage Services Inc. common stock.
NYSE
Morgan Stanley has updated its beneficial ownership filing for AptarGroup, Inc., reporting a 5.1% stake as of June 30, 2026.
NYSE
Morgan Stanley has updated its beneficial ownership filing for AptarGroup, Inc., reporting a 5.1% stake as of June 30, 2026.
NYSE
Managed Account Advisors LLC has reported a beneficial ownership of 2,186,555 shares, representing 5.7% of the outstanding common stock of Insperity, Inc., as of June 30, 2026.
NYSE
Barrow Hanley Mewhinney & Strauss LLC has reported a beneficial ownership of 10,796,391 shares, representing 5.1% of Aptiv PLC's common stock, as of June 30, 2026.
NYSE
Morgan Stanley and Atlanta Capital Management Company, LLC have filed an amendment to their Schedule 13G, reporting changes in their beneficial ownership of Affiliated Managers Group, Inc. common stock.
NYSE
Morgan Stanley and Atlanta Capital Management Company, LLC have filed an amendment to their Schedule 13G, reporting changes in their beneficial ownership of Affiliated Managers Group, Inc. common stock.
NASDAQ
AQR Capital Management entities report beneficial ownership of 4.34% of RF Acquisition Corp III's ordinary shares as of June 30, 2026.