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)
2025-02-25 13D/A TPG / TPG Inc. Tpg Gp A, Llc 248,441,034 68.50 -3.82
2025-02-24 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 179,548,079 61.47
2025-02-24 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc.
2025-02-14 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 15,657,470 28.10 -9.12
2025-02-12 13D/A EVR / Evercore Inc. Hyman Edward S 1,643,035 4.30 -21.97
2025-01-23 13D/A APO / Apollo Global Management, Inc. Ldb 2014 Llc 6,647,120 1.20 0.00
2025-01-22 13D/A APO / Apollo Global Management, Inc. Black Leon D 40,604,773 7.20 -4.69
2025-01-08 13D/A STEP / StepStone Group Inc. Brem Monte M 42,462,212 38.60 -2.64
2024-12-20 13D/A AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 179,548,079 60.86 3,345.43
2024-12-20 13D AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 0 0.00 -100.00
2024-12-11 13D/A APO / Apollo Global Management, Inc. Rowan Marc J 34,332,816 6.10 -2.14
2024-12-05 13D/A STEP / StepStone Group Inc. Brem Monte M 43,611,655 39.60 -3.15
2024-11-21 13D/A STEP / StepStone Group Inc. Lim James 4,877,223 6.70 -13.53
2024-11-21 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.10 0.00
2024-11-18 13D/A TPG / TPG Inc. Tpg Gp A, Llc 258,296,240 72.00 -3.13
2024-11-15 13D/A CG / The Carlyle Group Inc. Carlyle Group Management L.L.C. 133,870,020 37.40 -4.94
2024-11-08 13D APO / Apollo Global Management, Inc. LB 2018 GST Trust 14,029 0.00
2024-11-08 13D/A VINP / Vinci Compass Investments Ltd. Compass Group Cayman LTD 4,760,491 7.30 -1.11
2024-11-08 13D/A VINP / Vinci Compass Investments Ltd. Costanera Management Llc 7,022,893 10.80 0.77
2024-11-07 13D/A WHG / Westwood Holdings Group, Inc. Hoak Public Equities, LP 818,653 8.80 12.86
2024-11-07 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.10 0.00
2024-11-06 13D AB / AllianceBernstein Holding L.P. - Limited Partnership Equitable Holdings, Inc. 5,211,194 4.60 29.92
2024-11-05 13D VINP / Vinci Compass Investments Ltd. Compass Group Cayman LTD 4,813,871 7.40
2024-11-05 13D VINP / Vinci Compass Investments Ltd. Costanera Management Llc 6,969,513 10.70
2024-10-30 13D/A RILY / BRC Group Holdings, Inc. Riley Bryant R
2024-10-28 13D/A APO / Apollo Global Management, Inc. Black Leon D 42,604,773 7.50 0.00
2024-10-16 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-10-03 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-09-25 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-09-24 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 16,777,727 23.90 -0.65
2024-09-18 13D/A HLNE / Hamilton Lane Incorporated Hla Investments Llc 17,228,247 31.00 6.99
2024-09-13 13D/A STEP / StepStone Group Inc. Bradley Thomas Alcott 3,745,739 4.90 -10.22
2024-09-13 13D/A STEP / StepStone Group Inc. Brem Monte M 45,029,557 41.80 -8.11
2024-09-13 13D/A STEP / StepStone Group Inc. Maruszewski Mark 3,614,205 4.80 -13.96
2024-08-23 13D/A HLI / Houlihan Lokey, Inc. Hl Voting Trust 16,886,655 24.10 -4.00
2024-08-21 13D/A STEP / StepStone Group Inc. Brem Monte M 49,005,030 45.60 -2.37
2024-08-16 13D/A RILY / BRC Group Holdings, Inc. Riley Bryant R 7,041,164 23.20 78.11
2024-08-14 13D/A STEP / StepStone Group Inc. Lim James 5,640,257 8.30 -10.72
2024-08-02 13D/A APAM / Artisan Partners Asset Management Inc. Colson Eric R 8,092,413 11.30 -7.92
2024-07-24 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-07-15 13D VCTR / Victory Capital Holdings, Inc. Amundi 3,172,982 4.90
2024-07-15 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-07-12 13D/A STEP / StepStone Group Inc. Jeffrey David 3,406,128 4.80 -8.62
2024-07-10 13D/A VCTR / Victory Capital Holdings, Inc. Brown David Craig 8,641,631 12.90 -7.21
2024-06-24 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-06-14 13D IVZ / Invesco Ltd. Trian Fund Management, L.p. 27,223,734 6.05 -19.79
2024-05-20 13D/A APO / Apollo Global Management, Inc. Harris Joshua 34,313,690 6.00 0.00
2024-05-13 13D/A WHG / Westwood Holdings Group, Inc. Hoak Public Equities, LP 725,351 7.80 16.06
2024-05-10 13D/A APO / Apollo Global Management, Inc. Black Leon D 42,604,773 7.50 -4.48
2024-05-01 13D/A STEP / StepStone Group Inc. Brem Monte M 50,193,918 47.40 -1.30