Transactions disclosed by company insiders to the SEC on Form 4, most recent first.
| Insider | Role | Date | Shares | Value |
|---|---|---|---|---|
| KANE CHARLES | Director | 2026-08-03 | 2,000 | $0 |
| KANE CHARLES | Director | 2026-08-03 | 2,000 | $86,420 |
| KRASNOW TODD | Director | 2026-08-03 | 2,000 | $0 |
| KRASNOW TODD | Director | 2026-08-03 | 194 | $8,489 |
| KRASNOW TODD | Director | 2026-08-03 | 598 | $26,788 |
| KRASNOW TODD | Director | 2026-08-03 | 1,160 | $53,042 |
| KRASNOW TODD | Director | 2026-08-03 | 48 | $2,219 |
| Boyd William M III | Chief Strategy Officer | 2026-07-27 | 5,700 | $232,499 |
| Boyd William M III | Chief Strategy Officer | 2026-07-27 | 3,494 | $144,862 |
| Martins Izilda P | Chief Financial Officer | 2026-07-27 | 27,463 | $1,120,490 |
Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.
| Fund | Change | Quarter |
|---|---|---|
| Daiwa Securities Group Inc. | Daiwa Securities Group Inc. opened a new position worth $42,579,607. | 2026-06-30 |
| AMERIPRISE FINANCIAL INC | AMERIPRISE FINANCIAL INC increased this position by 3372% ($2,525,191 -> $87,683,165). | 2026-06-30 |
| Hood River Capital Management LLC | Hood River Capital Management LLC exited a position previously worth $27,898,878. | 2026-06-30 |
| Burkehill Global Management, LP | Burkehill Global Management, LP exited a position previously worth $25,270,000. | 2026-06-30 |
| MORGAN STANLEY | MORGAN STANLEY increased this position by 139% ($17,758,000 -> $42,485,616). | 2026-06-30 |
| Navis Wealth Advisors, LLC | Navis Wealth Advisors, LLC increased this position by 678% ($3,553,441 -> $27,657,330). | 2026-06-30 |
| VANGUARD CAPITAL MANAGEMENT LLC | VANGUARD CAPITAL MANAGEMENT LLC reduced this position by 17% ($155,117,155 -> $128,165,036). | 2026-06-30 |
| FMR LLC | FMR LLC reduced this position by 30% ($79,454,360 -> $55,230,470). | 2026-06-30 |
Largest reported positions as of 2026-06-30.
| Fund | Value | Shares |
|---|---|---|
| SOFTBANK GROUP CORP. | $899,000,000 | 20,000,000 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $193,089,557 | 4,295,652 |
| VANGUARD CAPITAL MANAGEMENT LLC | $128,165,036 | 2,851,280 |
| AMERIPRISE FINANCIAL INC | $87,683,165 | 1,950,677 |
| TWO SIGMA INVESTMENTS, LP | $63,384,130 | 1,410,103 |
| FMR LLC | $55,230,470 | 1,228,709 |
| RENAISSANCE TECHNOLOGIES LLC | $43,156,495 | 960,100 |
| Daiwa Securities Group Inc. | $42,579,607 | 947,266 |
| MORGAN STANLEY | $42,485,616 | 945,175 |
| CANADA PENSION PLAN INVESTMENT BOARD | $38,854,780 | 864,400 |
Data compiled from public SEC filings. This is informational reporting, not investment advice.
Daiwa Securities Group Inc.’s institutional portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Like many large asset managers, Daiwa’s disclosed U.S. equity holdings offer a periodic snapshot of where institutional capital is flowing, and this profile will be refreshed each quarter as new filings become available, giving readers a running history … Read more