Investment Advice - Latest Activist Disclosures

This table shows recent activist investor (Schedule 13D) filings made in this industry. Any investor or hedge fund that makes an investment with the intention of influencing management is considered an activist investor and must file a 13D.

Date Form Target Company Investor Shares Ownership
(Percent)		 Ownership Change
(Percent)
2026-05-29 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 15,351,034 27.60 -2.41
2026-05-18 13D/A TPG / TPG Inc. Tpg Gp A, Llc 220,181,056 58.30 -3.15
2026-05-14 13D/A JHG / Janus Henderson Group plc Nelson Peltz 25,654,382 16.65 -19.50
2026-04-06 13D/A CA:BAM / Brookfield Asset Management Ltd. Brookfield Asset Management Inc. 1,193,021,145 72.80
2026-03-24 13D/A JHG / Janus Henderson Group plc Trian Fund Management, L.p. 31,867,800 20.70 0.00
2026-03-19 13D/A RILYL / BRC Group Holdings, Inc. - Preferred Stock Riley Bryant R 6,985,856 20.10
2026-02-27 13D/A BVC / BitVentures Limited Carmel Holdings Limited 5,693,131 67.80
2026-02-26 13D PAX / Patria Investments Limited Patria Holdings Ltd 83,706,916 56.00 1.98
2026-02-13 13D/A RILY / BRC Group Holdings, Inc. Riley Bryant R 6,985,856 22.40 -0.20
2026-02-06 13D APO / Apollo Global Management, Inc. Ldb C Llc 3,000,000 0.52
2026-01-14 13D/A STEP / StepStone Group Inc. Lim James 3,204,451 4.00 -23.78
2026-01-08 13D/A STEP / StepStone Group Inc. ARG Private Equity, LLC 3,687,708 4.30 -3.72
2026-01-05 13D/A APAM / Artisan Partners Asset Management Inc. Colson Eric R 7,277,163 10.20 -10.07
2026-01-02 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 15,799,172 22.50 -2.55
2025-12-23 13D JHG / Janus Henderson Group plc Massachusetts Mutual Life Insurance Co 9,283 0.10
2025-12-22 13D/A JHG / Janus Henderson Group plc Trian Fund Management, L.p. 31,867,800 20.60 0.00
2025-12-15 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 5.90 0.00
2025-11-12 13D/A BVC / BitVentures Limited Carmel Holdings Limited 113,862,620 67.80 1.66
2025-10-27 13D/A JHG / Janus Henderson Group plc Nelson Peltz 31,867,800 20.43 0.00
2025-09-18 13D STEP / StepStone Group Inc. Jose A. Fernandez 5,033,311 6.00
2025-09-18 13D/A STEP / StepStone Group Inc. Lim James 4,204,451 5.30 -13.79
2025-09-18 13D STEP / StepStone Group Inc. Thomas Keck 4,299,538 5.20
2025-09-18 13D/A STEP / StepStone Group Inc. Brem Monte M 5,033,311 6.00 -88.36
2025-09-05 13D/A AAMI / Acadian Asset Management Inc. Paulson & Co. Inc. 7,743,282 21.60
2025-08-28 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 16,212,105 22.90 -3.37
2025-08-20 13D/A TPG / TPG Inc. Tpg Gp A, Llc 227,348,460 61.20 -0.04
2025-08-04 13D WHG / Westwood Holdings Group, Inc. Settian Capital LP 470,515 5.00
2025-07-22 13D/A APO / Apollo Global Management, Inc. Black Leon D 38,996,048 6.80 -1.27
2025-07-14 13D/A WHG / Westwood Holdings Group, Inc. Gamco Investors, Inc. Et Al 443,800 4.70 -23.13
2025-07-14 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 0 0.00 -100.00
2025-07-14 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 199,231,025 68.17 8.08
2025-06-06 13D/A STEP / StepStone Group Inc. Brem Monte M 43,228,796 38.50 1.81
2025-05-22 13D/A IVZ / Invesco Ltd. Nelson Peltz 20,675,008 4.62
2025-05-22 13D/A TPG / TPG Inc. Tpg Gp A, Llc 227,441,034 62.70 -8.45
2025-05-20 13D/A VCTR / Victory Capital Holdings, Inc. Amundi 3,293,471 4.90 0.00
2025-05-02 13D/A JHG / Janus Henderson Group plc Nelson Peltz 31,867,800 20.23
2025-04-17 13D/A CG / The Carlyle Group Inc. Carlyle Group Management L.L.C. 0 0.00 -100.00
2025-04-16 13D/A APO / Apollo Global Management, Inc. Black Leon D 39,497,048 6.90 -2.73
2025-04-16 13D/A APO / Apollo Global Management, Inc. Rowan Marc J 34,332,816 6.00 0.00
2025-04-16 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2025-04-11 13D/A RILY / BRC Group Holdings, Inc. Riley Bryant R 6,999,886 23.00 -0.59
2025-04-03 13D/A VCTR / Victory Capital Holdings, Inc. Amundi 3,293,471 4.90 3.80
2025-04-03 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 184,336,885 63.11
2025-04-03 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 19,682,946 17.80
2025-04-02 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 15,729,416 28.20 0.46
2025-04-02 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 0 0.00
2025-03-25 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 0 0.00
2025-03-24 13D BVC / BitVentures Limited Carmel Holdings Limited 112,000,000 66.67
2025-03-17 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 0 0.00 -100.00
2025-03-03 13D/A RILY / BRC Group Holdings, Inc. Riley Bryant R 7,041,164 23.00