Institutional Ownership and Activist Filings
Who owns the stock, who is building a stake, and who is about to push for change.
Large holders move stocks, and when a passive holder turns active the stock often moves further. ORTEX reads ownership filings directly from the SEC as they are published: activist and large-holder stakes within minutes, quarterly institutional holdings from more than 9,000 managers, notices of intended insider sales, and monthly fund portfolios. Every filing is tied to its stock and its filer.
At a glance
- 34,000 13D and 13G filings in the last 12 months
- 9,000+ institutional managers
- 8.7m 13F holdings read this year
- 10 min activist filings checked
10 min Activist and large-holder filings are checked every ten minutes, so a new stake is in the feed while it is still news.
SEC Schedule 13D and 13G, read directly.
What you can do with it
- Event-driven. New activist stakes and passive-to-active switches as they are filed.
- Positioning. Quarter-on-quarter changes for every institution that files.
- Supply warnings. Notices of intended insider sales before the sale is reported.
Every stake, as it is disclosed
Activist, institutional and fund filings, collected continuously and tied to the right stock.
- Activist stakes. Schedule 13D and 13G: the filer, the stake as a share of the class and the change since their last filing, checked every ten minutes.
- Passive to active. A holder switching from a passive 13G to an active 13D is one of the strongest events in ownership data. Filter out the index giants and see only genuine activists.
- Institutional holdings. 13F holdings from more than 9,000 managers, collected hourly through filing season.
- Intended sales. Form 144 notices of planned sales by insiders and affiliates: a warning that supply is coming.
- Fund portfolios. Monthly fund portfolio filings for a fuller, more frequent view of what the large fund families hold.
- Follow the filer. 7,500 13D and 13G filers with their full history of stakes and campaigns, one query away.
Facts
| Coverage | US-listed securities; SEC filings |
| Volume | 5,300 13D and 28,700 13G filings a year |
| History | Activist filings from November 2024; 13F from 2026 |
| Frequency | 13D/G every 10 minutes; 13F and Form 144 hourly |
| Delivery | API, CSV, ORTEX platform |
Why ORTEX
Read directly from the SEC within minutes, rather than days later through an aggregator, and tied to the right stock and filer every time.
Sample rows
Recent activist filings as they appear in the feed.
Selected Schedule 13D filings, October and November 2026
| Filed | Form | Company | Filer | Stake |
|---|---|---|---|---|
| 3 Nov 2026 | 13D | Penguin Solutions | SK hynix | 9.1% |
| 3 Nov 2026 | 13D/A | CVR Energy | Icahn Enterprises | 70.8% |
| 28 Oct 2026 | 13D | Smith & Wesson Brands | JDH Capital | 16.7% |
| 26 Oct 2026 | 13D | Azul | American Airlines Group | 7.9% |
| 22 Oct 2026 | 13D | Mattel | EdgePoint Investment Group | 17.7% |
| 21 Oct 2026 | 13D | Ionic Digital | Sachem Head Capital | 9.99% |
Each row links to the filing at the SEC.
| Checked | Every ten minutes |
| Filers | 7,500 13D and 13G filers tracked |
| Link | Every row links to the SEC |
A new 17% holder in a mid-cap is a catalyst. ORTEX puts it in front of you the same morning.
Documents and API
- Download the brochure (PDF)
- Institutional Ownership and Activist Filings on public.ortex.com
- The full ORTEX data catalog (PDF)
- Enterprise API reference: Activist filings per stock, Whole market
Coverage, history and figures are as at November 2026. Provided for information purposes only; not investment advice, a personal recommendation, or an offer to buy or sell any security. Past performance is not a guide to future results. Trial access, pricing and licensing: [email protected].
Updated 1 day ago