Institutional Stake Radar — 13D/13G
Who is building a >5% stake right now, who is raising or exiting — with the filer's stated intent. Event-driven, days-fresh; the timely complement to the quarterly 13F snapshot.
13D vs 13G — what's the difference?
13D = "I own 5%+ and I intend to shake things up" — must publicly state plans (Item 4).
13G = "I own 5%+ but I'm just passing through" — passive holding, no control agenda.
| 13D · Activist | 13G · Passive | |
|---|---|---|
| Intent | Seeks to influence or control (board seats, sale/merger, strategy) | Financial investment only; no control intent |
| Deadline | 5 business days after crossing 5%; material changes within 2 | 5 business days (passive); up to 45 days after quarter end for QIIs |
| Disclosure | Rich — Item 4 stated purpose, funding source, agreements | Thin — essentially just share count and percent |
| Cap | No ceiling | Forced onto 13D above 20% (passive investors) |
Why it matters here: a 13D is inherently a stronger signal than a 13G, a 13G→13D switch (a quiet holder turning activist) is the strongest event on this radar, and Item 4 is the only public text where an institution states its plans in its own words — that's the "stated intent" column.
All
Activist 13D only
New stakes only
| Filed | Institution | Security | Event | Stake | Stated intent |
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| 2026-07-08 | Point72 Asset Management | Perceptive Capital Solutions Corp | New passive stake | — | |
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| 2026-07-07 | Millennium Management | Ares Acquisition Corporation III | New passive stake | — | |
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| 2026-06-30 | Trian Fund Management | JANUS HENDERSON GROUP PLC | Trimmed | 16.6% → 13.0% | Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following: On June 30, 2026, the transactions contemplated by the Agreement and Pl |
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Stated purpose (Item 4 excerpt)
Item 4 of the Schedule 13D is hereby amended and supplemented by adding the following:
On June 30, 2026, the transactions contemplated by the Agreement and Plan of Merger, dated December 21, 2025 (as amended by Amendment No. 1 to the Agreement and Plan of Merger, dated as of March 24, 2026 and the side letter agreement, dated as of June 16, 2026, the "Merger Agreement"), by and among Parent, Merger Sub and the Issuer were consummated. Pursuant to the Merger Agreement, Merger Sub merged with and into the Issuer (the "Merger"), and the Issuer continued as the surviving company and converted to a private limited company incorporated under the laws of Jersey and changed its name from "Janus Henderson Group plc" to "Janus Henderson Group Ltd.". At the effective time of the Merger (the "Effective Time"), each ordinary share, par value $1.50 per share, of the Issuer (an "Ordinary Share" and collectively, the "Ordinary Shares") outstanding immediately prior to the Effective Time (except for Ordinary Shares held by Parent and as otherwise provided in the Merger Agreement) was converted into the right to receive $52.00 per share in cash, without interest (the "Merger Consideration").
Immediately prior to the Effective Time, Trian Partners AM Holdco II, Ltd. and certain other funds affiliated with Trian Fund Management, L.P. ("Trian") contributed 25,136,205 Ordinary Shares to Jupiter Topco LLC ("Topco") in exchange for equity interests of Topco of equivalent value. All other Ordinary Shares beneficially owned by the Reporting Persons were converted into the right to receive the Merger Consideration.
Also immediately prior to the Effective Time, each member of the Issuer's board of directors, including Brian Baldwin and Josh Frank, each a Partner at Trian, resigned from and ceased serving on the Issuer's board of directors.
As a result of the Merger, the Ordinary Shares will no longer be listed on The New York Stock Exchange and will be deregistered under Section 12(b) of …
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| 2026-06-30 | Millennium Management | Perspective Therapeutics, Inc. | New passive stake | — | |
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| 2026-06-29 | GAMCO Investors | Crimson Wine Group, Ltd | Exited (<5%) | 1.8% | The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be techn |
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Stated purpose (Item 4 excerpt)
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the Issuer's management, filing the Schedule 13D ensures that these conversations are compliant with the reporting obligations under the Exchange Act.
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| 2026-06-29 | Millennium Management | BellRing Brands, Inc. | New passive stake | — | |
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| 2026-06-26 | Millennium Management | LENZ Therapeutics, Inc. | New passive stake | — | |
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| 2026-06-25 | Point72 Asset Management | BlockchAIn Digital Infrastructure, Inc. | New passive stake | — | |
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| 2026-06-25 | Millennium Management | Xanadu Quantum Technologies Limited | New passive stake | — | |
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| 2026-06-24 | Millennium Management | DXC Technology Company | New passive stake | — | |
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| 2026-06-23 | AQR Capital Management | Sleep Number Corp | New passive stake | — | |
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| 2026-06-23 | Fairholme Capital | ST JOE Co | Trimmed | 32.8% → 31.7% | No material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024. |
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Stated purpose (Item 4 excerpt)
No material changes from the Schedule 13D amendment filed by the Reporting Persons on October 23, 2024.
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| 2026-06-22 | Millennium Management | Relmada Therapeutics, Inc. | New passive stake | — | |
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| 2026-06-16 | Millennium Management | Snow Rothschild Acquisition Corp. | New passive stake | — | |
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| 2026-06-15 | Millennium Management | Tonix Pharmaceuticals Holding Corp. | New passive stake | — | |
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| 2026-06-12 | Viking Global Investors | STANDARD BIOTOOLS INC. | Passive → activist | 15.0% | The response to Item 3 of this Schedule 13D is incorporated by reference herein. On June 6, 2026, the Issuer, Treeline Biosciences, Inc., a Delaware corporatio |
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Stated purpose (Item 4 excerpt)
The response to Item 3 of this Schedule 13D is incorporated by reference herein.
On June 6, 2026, the Issuer, Treeline Biosciences, Inc., a Delaware corporation ("Treeline"), and Siri Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of the Issuer ("Merger Sub"), entered into an Agreement and Plan of Merger and Reorganization (the "Merger Agreement"), pursuant to which, among other matters, and subject to the satisfaction or waiver of the conditions set forth in the Merger Agreement, Merger Sub will merge with and into Treeline, with Treeline continuing as a wholly owned subsidiary of the Issuer and the surviving corporation of the merger (the "Merger"). Upon the terms and subject to the conditions set forth in the Merger Agreement, at the effective time of the Merger ("Effective Time"), each share of capital stock of Treeline will be converted into the right to receive a number of shares of Common Stock in accordance with the Exchange Ratio (as defined in the Merger Agreement).
Also on June 6, 2026, in connection with the Merger Agreement, the Issuer, Treeline and Merger Sub entered into a voting agreement (the "Voting Agreement") with VGOP and VGOD. Pursuant to the Voting Agreement, VGOP and VGOD have agreed, among other things, subject to the terms and conditions thereof, to: (i) vote their beneficially owned securities of the Issuer: (1) in favor of the approval of (i) the issuance of Common Stock to holders of Treeline stock pursuant to the Merger Agreement, (ii) an amendment to the Issuer's charter pursuant to which the name of Issuer will be changed to "Treeline Biosciences Holdings, Inc.", (iii) a reverse stock split of all outstanding shares of Common Stock at a reverse stock split ratio mutually agreed to by Treeline and the Issuer, and (iv) the adoption of the Post-Closing Equity Incentive Plan and Post-Closing ESPP (each as defined in the Merger Agreement); (2) in favor of any proposal to adjourn to a later date if there is not a q…
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| 2026-06-09 | Millennium Management | Long Table Growth Corp. | New passive stake | — | |
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| 2026-06-09 | Icahn Capital (Carl Icahn) | JETBLUE AIRWAYS CORP | Trimmed | 6.7% → 5.5% | |
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| 2026-06-08 | Millennium Management | Forte Biosciences, Inc. | New passive stake | — | |
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| 2026-05-29 | Citadel Advisors | GMR Solutions Inc. | New passive stake | — | |
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| 2026-05-27 | Citadel Advisors | LIFEWAY FOODS, INC. | New passive stake | — | |
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| 2026-05-26 | Citadel Advisors | DUKE Robotics Corp. | New passive stake | — | |
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| 2026-05-26 | Point72 Asset Management | Avalo Therapeutics, Inc. | New passive stake | — | |
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| 2026-05-26 | Millennium Management | ServiceTitan, Inc. | New passive stake | — | |
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| 2026-05-26 | Maverick Capital | Infleqtion, Inc. | Exited (<5%) | 3.6% | |
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| 2026-05-22 | Tiger Global Management | Cerebras Systems Inc. | New passive stake | — | |
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| 2026-05-22 | Point72 Asset Management | POWER SOLUTIONS INTERNATIONAL, INC. | New passive stake | — | |
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| 2026-05-21 | Citadel Advisors | Boost Run Inc. | New passive stake | — | |
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| 2026-05-21 | Millennium Management | Berto Acquisition Corp. II | New passive stake | — | |
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| 2026-05-20 | Millennium Management | Tenax Therapeutics, Inc. | New passive stake | — | |
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| 2026-05-18 | Viking Global Investors | Artiva Biotherapeutics, Inc. | New passive stake | — | |
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| 2026-05-18 | Point72 Asset Management | Sweetgreen, Inc. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | GARTNER INC | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | SentinelOne, Inc. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | EDISON INTERNATIONAL | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | DoubleVerify Holdings, Inc. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | PROSPERITY BANCSHARES INC | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Texas Roadhouse, Inc. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | MOHAWK INDUSTRIES INC | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Genpact LTD | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Nutanix, Inc. | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Repay Holdings Corp | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Oak Woods Acquisition Corp | New passive stake | — | |
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| 2026-05-15 | AQR Capital Management | Rising Dragon Acquisition Corp. | New passive stake | — | |
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| 2026-05-15 | Millennium Management | Sensei Biotherapeutics, Inc. | New passive stake | — | |
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| 2026-05-15 | Harris Associates | Corebridge Financial, Inc. | New passive stake | — | |
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| 2026-05-15 | Harris Associates | ICON plc | New passive stake | — | |
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| 2026-05-15 | Berkshire Hathaway | DAL | New passive stake | — | |
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| 2026-05-15 | Berkshire Hathaway | NEW YORK TIMES CO | New passive stake | — | |
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| 2026-05-15 | Akre Capital Management | CCC Intelligent Solutions Holdings Inc. | New passive stake | — | |
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| 2026-05-14 | Dodge & Cox | LPL Financial Holdings Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Eldorado Gold Corp. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Blue Owl Capital Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Entegris, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Ingersoll-Rand, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | MercadoLibre, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | NVR, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Aurora Innovation, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Carvana Co. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Mondelez International, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Philip Morris International Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | TransDigm Group Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | UDR, Inc. | New passive stake | — | |
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| 2026-05-14 | Capital Research Global | Watsco, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | GOODYEAR TIRE & RUBBER CO /OH/ | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | Kyndryl Holdings, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | ManpowerGroup Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | Everforth Inc f/k/a ASGN Incorporated | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | Concentrix Corp | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | STIFEL FINANCIAL CORP | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | SiteOne Landscape Supply, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | ExlService Holdings, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | TEXAS CAPITAL BANCSHARES INC/TX | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | MANHATTAN ASSOCIATES INC | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | Chewy, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | LANDSTAR SYSTEM INC | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | eHealth, Inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | agilon health, inc. | New passive stake | — | |
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| 2026-05-14 | AQR Capital Management | NEW YORK TIMES CO | New passive stake | — | |
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Compiled from public SEC Schedule 13D/13G filings for a sample of 64 tracked institutions — NOT the whole market. These schedules only cover stakes above 5% of a class (rare for megacaps), reflect filing dates (days of lag), and intent text is an excerpt of the filer's own words. Institutional-behavior observation, not investment advice.