Executive Summary
This digest of 50 SEC filings reveals a massive wave of institutional ownership disclosures, predominantly from BlackRock (28 filings) and Harel Insurance Investments (6 filings), alongside notable activist activity at Citizens Community Bancorp and a complete exit by Xiaomi from Smart Share Global.
The dominant theme is passive institutional accumulation, with BlackRock reporting new or increased stakes in 28 companies, including significant positions in RH (9.9%), Roku (9.7%), and PagerDuty (9.6%), signaling strong conviction in mid-cap growth and value names. The most actionable development is the activist campaign at Citizens Community Bancorp, where a 9.1% holder is pushing for board changes and strategic alternatives, creating a clear catalyst. Conversely, Xiaomi's complete divestiture from Smart Share Global and BlackRock's reduced stake in Pulmonox Corp (now 1.8%) highlight selective risk-off moves. The data also shows a notable concentration of Harel's holdings in Israeli-linked companies (ICL, Formula Systems, eToro, Brainsway, Nayax, Ormat), suggesting a regional thematic play. Overall, the filings paint a picture of broad institutional confidence tempered by targeted exits, with the activist angle at Citizens Community Bancorp offering the highest near-term alpha potential.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: Schedule 13G · Schedule 13D
Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from July 28, 2026.
Investment Signals (11)
- Citizens Community Bancorp ↓ (BULLISH)▲
Activist group led by Andrew Schornack holds 9.1% stake, actively engaging management on board composition and potential merger/restructuring. This is a classic catalyst-driven setup with clear path to value realization
- RH (Restoration Hardware) ↓ (BULLISH)▲
BlackRock disclosed a 9.9% passive stake, up from prior period, signaling strong institutional conviction in the luxury home furnishings retailer's turnaround story
- Roku, Inc. ↓ (BULLISH)▲
BlackRock increased holdings by ~400,059 shares to 9.7% stake, indicating confidence in the streaming platform's ad revenue recovery and market share gains
- PagerDuty, Inc. ↓ (BULLISH)▲
BlackRock holds a 9.6% stake, a significant passive position in the digital operations management software company, suggesting belief in its recurring revenue model
- Ormat Technologies ↓ (BULLISH)▲
Both BlackRock (12.5%) and Harel (7.1%) hold substantial stakes, creating a 'double institutional endorsement' for this geothermal and renewable energy play
- Kemper Corp ↓ (BULLISH)▲
BlackRock's 13.8% stake, largely via its iShares Core S&P Small-Cap ETF, signals broad-based institutional support for this insurance holding company
- Mercury Systems ↓ (BULLISH)▲
BlackRock's 14.4% stake is one of the highest in the digest, reflecting strong institutional confidence in the defense electronics supplier's long-term growth
- Smart Share Global ↓ (BEARISH)▲
Xiaomi's complete exit (0% ownership) is a strong bearish signal, suggesting the battery-sharing company faces fundamental challenges or loss of strategic value
- Pulmonox Corp (BEARISH)▲
BlackRock reduced its stake to just 1.8%, a significant decrease from prior levels, indicating waning confidence in the medical device company's growth prospects
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BlackRock's new 5.8% stake in this biotech signals a speculative bet on its pipeline, but high risk given no revenue and binary clinical outcomes [NEUTRAL/BULLISH]
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BlackRock's 6.5% stake in this emerging nuclear technology company reflects a thematic bet on small modular reactors, but with high execution risk [NEUTRAL/BULLISH]
Risk Flags (8)
- Smart Share Global / Complete Exit↓ [HIGH RISK]▼
Xiaomi's exit filing (0% ownership) after being a major shareholder since 2023 is a severe risk signal, potentially indicating loss of strategic partnership or fundamental business deterioration
- Pulmonox Corp / Stake Reduction [MEDIUM RISK]▼
BlackRock's stake drop to 1.8% from a prior higher level suggests institutional loss of confidence in the company's commercial trajectory for its lung treatment devices
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BlackRock holds only 1.5%, and no other major institutional filers appear, indicating very low institutional conviction in this laser eye surgery company
- Lakeland Industries / Below-Threshold Stake↓ [LOW RISK]▼
BlackRock's 1.6% stake is below the 5% reporting threshold, suggesting the industrial safety company lacks significant institutional sponsorship
- Harel Insurance / Disclaimed Beneficial Ownership [MEDIUM RISK]▼
In 6 filings (ICL, Formula Systems, eToro, Brainsway, Nayax, Ormat), Harel disclaims beneficial ownership of >99% of reported shares, meaning these are client holdings, not proprietary bets – reduces signal strength
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BlackRock's 1.8% stake is minimal, and the company lacks other major institutional filers in this batch, suggesting limited investor confidence in its geospatial intelligence business
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BlackRock's 9.99% stake is precisely below the 10% trigger for additional reporting, suggesting deliberate position sizing to avoid scrutiny, which could indicate a potential future reduction
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ClearBridge's 4.6% stake is held across multiple entities with disclaimed pecuniary interest, making true economic exposure unclear and potentially masking a larger beneficial ownership
Opportunities (10)
- Citizens Community Bancorp / Activist Catalyst↓ (OPPORTUNITY)◆
With a 9.1% activist holder pushing for board changes and strategic alternatives (merger/restructuring), this small-cap bank offers a classic event-driven opportunity. The group believes shares are undervalued, and engagement is ongoing
- RH / Institutional Accumulation↓ (OPPORTUNITY)◆
BlackRock's 9.9% stake signals strong institutional confidence. The luxury home furnishings sector is cyclical but RH has pricing power and a strong brand. Trading at a discount to historical multiples, this is a recovery play with institutional backing
- Roku / Streaming Ad Recovery↓ (OPPORTUNITY)◆
BlackRock's increased stake to 9.7% comes as the streaming ad market recovers. Roku's platform revenue is growing, and its OS market share is expanding. Institutional accumulation suggests confidence in the ad-tier growth story
- Ormat Technologies / Dual Institutional Endorsement↓ (OPPORTUNITY)◆
Both BlackRock (12.5%) and Harel (7.1%) hold significant stakes, creating a strong vote of confidence in this renewable energy company. Ormat's geothermal assets provide stable cash flows and long-term growth from clean energy demand
- Mercury Systems / Defense Tech Play↓ (OPPORTUNITY)◆
BlackRock's 14.4% stake is the highest in the digest, signaling strong conviction in defense electronics. With rising global defense budgets, Mercury is well-positioned for sustained growth
- PagerDuty / Digital Operations Growth↓ (OPPORTUNITY)◆
BlackRock's 9.6% stake reflects confidence in PagerDuty's SaaS model and its critical role in IT operations. The company is benefiting from digital transformation trends and has a large addressable market
- NuScale Power / Nuclear Energy Thematic↓ (OPPORTUNITY)◆
BlackRock's 6.5% stake in this small modular reactor (SMR) company is a bet on the nuclear renaissance. With government support and growing demand for clean baseload power, NuScale has significant upside if it commercializes its technology
- PagSeguro Digital / Brazilian Fintech Value↓ (OPPORTUNITY)◆
BlackRock's 8.9% stake in this Brazilian payments company suggests value opportunity. PagSeguro trades at a discount to peers and is benefiting from digital payments growth in Latin America
- National Healthcare Properties / Healthcare REIT Yield↓ (OPPORTUNITY)◆
BlackRock's 8.2% stake in this healthcare REIT offers exposure to demographic trends. With an aging population and stable lease income, this could provide attractive risk-adjusted returns
- Kemper Corp / Insurance Value Play↓ (OPPORTUNITY)◆
BlackRock's 13.8% stake, largely via an ETF, signals broad institutional support. Kemper is a well-capitalized insurer trading at a reasonable valuation, with potential for earnings recovery as underwriting improves
Sector Themes (6)
- Massive Passive Accumulation by BlackRock◆
BlackRock filed 28 of 50 filings (56%), disclosing new or increased stakes in 28 companies. This reflects a systematic, passive investment approach via ETFs and index funds, with the largest positions in Mercury Systems (14.4%), Kemper Corp (13.8%), and Ormat Technologies (12.5%). The pattern suggests broad-based institutional confidence in mid-cap value and growth names.
- Harel Insurance's Israeli-Linked Portfolio◆
Harel Insurance Investments filed 6 SC 13G/A filings, all for companies with Israeli operations or origins (ICL Group, Formula Systems, eToro, Brainsway, Nayax, Ormat Technologies). This geographic concentration suggests a regional thematic strategy, though Harel disclaims beneficial ownership for >99% of shares, indicating these are client-driven allocations rather than proprietary bets.
- Activist Activity in Small-Cap Banking◆
The only activist filing (Schedule 13D) is at Citizens Community Bancorp, where a 9.1% holder is pushing for board changes and strategic alternatives. This is a classic small-cap activist situation, where the holder believes the stock is undervalued and is seeking to unlock value via a sale or restructuring.
- Complete Exit as a Strong Negative Signal◆
Xiaomi's exit from Smart Share Global (0% ownership) is the only complete divestiture in the batch. This is a powerful negative signal, especially given Xiaomi's strategic relationship with the company. Investors should view this as a potential red flag for Smart Share's business prospects.
- Concentration in Technology and Financials◆
The filings span diverse sectors, but technology (RH, Roku, PagerDuty, Mercury, NuScale) and financials (Citizens Community, Kemper, MetroCity, OP Bancorp, Red River) are overrepresented. This suggests institutional investors are favoring these sectors for growth and value, respectively.
- Passive vs. Active Distinction is Critical◆
The vast majority of filings are Schedule 13G (passive), indicating no intent to influence control. The only Schedule 13D (active) is at Citizens Community Bancorp. Investors should differentiate between passive accumulation (which provides a floor but no catalyst) and active engagement (which can drive near-term price movement).
Watch List (8)
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Activist engagement ongoing; watch for board nominations, merger announcements, or a proxy fight. The group has reserved the right to propose extraordinary transactions. Next update likely within 60 days.
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Xiaomi's complete exit raises questions about the company's strategic direction. Watch for any operational updates, partnership announcements, or further insider selling that could signal deeper issues.
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BlackRock's 9.9% stake is just below the 10% threshold. Watch for any further accumulation that could trigger additional reporting or signal even stronger conviction. Earnings call expected in August 2026.
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BlackRock's increased stake to 9.7% is a positive signal. Watch for Q2 2026 earnings (expected early August) for updates on ad revenue growth and streaming subscriber numbers.
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Dual institutional endorsement from BlackRock and Harel. Watch for Q2 2026 earnings and any updates on geothermal project pipeline and renewable energy credits.
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BlackRock's 6.5% stake is a bet on nuclear technology. Watch for regulatory updates on SMR design certification and any new project announcements. Next earnings call expected in August 2026.
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BlackRock's 14.4% stake is the highest in the digest. Watch for defense budget updates and Q4 2026 earnings (expected August) for guidance on revenue growth and backlog.
- Pulmonox Corp👁
BlackRock's reduced stake to 1.8% warrants monitoring. Watch for any clinical trial updates, commercial traction reports, or further institutional selling that could confirm a deteriorating outlook.
Filing Analyses
(50)
29-07-2026
Honda Motor Co., Ltd. disclosed a 11.5% beneficial ownership stake in Micware Co., Ltd. (MWC) via a Schedule 13G filing dated July 29, 2026. As of June 30, 2026, Honda holds 6,861,270 ordinary shares of Micware, which had 59,419,414 shares outstanding. The filing indicates a passive investment (Rule 13d-1(d)) with no intent to influence control.
- · The filing is made under Rule 13d-1(d), indicating a passive investment.
- · Micware's American Depositary Shares (ADS) are listed on the Nasdaq Global Market under the symbol 'MWC'.
- · The CUSIP number for the ADS is 59490A100; no CUSIP is assigned to the ordinary shares.
- · Honda's address is Toranomon Alcea Tower, 2-2-3 Toranomon, Minato-ku, Tokyo 105-8404, Japan.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed a Schedule 13G/A with the SEC, reporting beneficial ownership of 86,377,321 ordinary shares of ICL Group Ltd., representing 6.7% of shares outstanding as of June 30, 2026. However, Harel clarifies that the vast majority of these shares (84,860,850) are held on behalf of members of the public through managed funds and insurance policies, with only 1,110,503 shares held for its own account, and it disclaims beneficial ownership of all but those 1,110,503 shares.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c).
- · Harel disclaims beneficial ownership of all shares except the 1,110,503 held for its own account.
- · The filing date is July 29, 2026, with a date of change of June 30, 2026.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed a Schedule 13G/A with the SEC on July 29, 2026, reporting beneficial ownership of 748,111 American Depositary Shares (each representing one Ordinary Share) of Formula Systems (1985) Ltd, representing 4.9% of the 15,334,667 Ordinary Shares outstanding as of June 1, 2026. However, Harel clarifies that only 474 shares are beneficially held for its own account; the vast majority (741,299 shares) are held for public members through independently managed subsidiaries, and 6,338 shares are held in managed client accounts without voting power. The filing is made under Rule 13d-1(c) and includes a certification that the securities were not acquired to change or influence control of the issuer.
- · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
- · The filing date is July 29, 2026, and the event requiring filing occurred as of June 30, 2026.
- · Harel disclaims beneficial ownership of all shares except the 474 held for its own account, due to independent management of its subsidiaries.
- · The filing is made under Rule 13d-1(c), indicating passive investment intent.
- · The CUSIP number for the ADRs is 346414105.
29-07-2026
Cunjun Ma, founder and CEO of Huize Holding Ltd, reported beneficial ownership of 382,421,973 common shares, representing 33.3% of the total outstanding common shares as of June 30, 2026. This ownership includes shares issuable upon exercise of options, ADSs, shares held through his BVI entity Huidz Holding Limited, and voting power delegated by other shareholders. Notably, while his economic stake is 33.3%, his voting power is 76.5% due to the super-voting rights of Class B shares (15 votes per share), granting him effective control of the company.
- · Cunjun Ma’s beneficial ownership includes shares held indirectly through Huidz Holding Limited, which is ultimately controlled by the QYRT Family Trust (BVI) and managed by HSBC International Trustee Limited.
- · The trust beneficiaries are family members of Cunjun Ma.
- · Each Class B common share carries 15 votes, while each Class A common share carries 1 vote.
- · Class B shares can be converted into Class A shares at the holder's option, but Class A shares cannot be converted into Class B.
- · The filing is an amended Schedule 13G (SC 13G/A), indicating a change in beneficial ownership or a routine periodic filing.
- · A total of 151,869,900 Class A shares are reserved for issuance under share incentive plans, and 50,414,900 Class A shares in the form of ADSs were repurchased under the share repurchase program.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 5,858,948 Class A common shares of eToro Group Ltd., representing 8.8% of the outstanding shares as of June 30, 2026. However, Harel notes that only 155,500 shares are held for its own account, while the remaining 5,703,448 shares are held for clients through managed funds, and the filing should not be construed as beneficial ownership beyond the 155,500 shares.
- · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
- · Harel's subsidiaries that manage the client-held shares operate under independent management and make independent voting and investment decisions.
- · The filing is made under Rule 13d-1(c), indicating the shares were not acquired to change or influence control of eToro.
- · eToro is incorporated in Israel (D8) and its business address is in Bnei Brak, Israel.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 3,265,397 ordinary shares of Brainsway Ltd., representing 8.3% of shares outstanding as of December 31, 2025. The filing indicates that the vast majority of these shares are held on behalf of clients and funds managed by subsidiaries, with only 5,295 shares held for Harel's own account.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c).
- · Harel disclaims beneficial ownership of more than 5,295 shares, as the other shares are held by independent subsidiaries.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 4,367,852 shares of Ormat Technologies, Inc. common stock, representing 7.1% of the 61,451,752 shares outstanding as of May 1, 2026. The filing indicates that the vast majority of these shares (4,315,944) are held on behalf of clients through managed funds and insurance policies, with only 51,908 shares held for Harel's own account.
- · The filing is an amendment to Schedule 13G, indicating a change in beneficial ownership since the prior filing.
- · Harel disclaims beneficial ownership of the 4,315,944 shares held for clients, stating that each subsidiary makes independent voting and investment decisions.
- · The filing was made pursuant to Rule 13d-1(c), indicating the shares were not acquired to change or influence control of the issuer.
29-07-2026
Harel Insurance Investments & Financial Services Ltd. filed a Schedule 13G/A with the SEC on July 29, 2026, reporting beneficial ownership of 1,964,739 ordinary shares of Nayax Ltd., representing 5.3% of the 37,378,139 shares outstanding as of March 24, 2026. The shares are held for public members through various managed funds, and Harel disclaims beneficial ownership. No change in ownership percentage was reported compared to the prior filing.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c).
- · Harel Insurance Investments & Financial Services Ltd. is based in Ramat Gan, Israel.
- · The shares are held through provident funds, mutual funds, pension funds, insurance policies, and exchange traded funds managed by subsidiaries with independent management.
- · Harel expressly disclaims beneficial ownership of the reported shares.
29-07-2026
RP Investment Advisors LP and its affiliated funds disclosed a 5.4% beneficial ownership stake in Cantor Equity Partners V, Inc. (CEPV) as of July 21, 2026, holding 1,385,005 Class A ordinary shares. The filing is a Schedule 13G, indicating passive investment intent, and includes holdings across multiple funds with the largest position held by RP Debt Opportunities Fund Ltd. (2.7%).
- · The filing is made under Rule 13d-1(c), indicating the securities were not acquired with the purpose of changing or influencing control of the issuer.
- · All reporting persons are based in Toronto, Ontario, Canada.
- · The filing includes a joint filing agreement among the reporting persons.
29-07-2026
A group of reporting persons led by Andrew Schornack filed Amendment No. 3 to their Schedule 13D, disclosing aggregate beneficial ownership of 878,472.49 shares (9.1%) of Citizens Community Bancorp Inc. as of July 7, 2026. The group believes the shares are undervalued and intends to engage with management regarding board composition and potential strategic transactions, including a possible merger or restructuring. The filing notes that there has been no material change in beneficial ownership information since the prior amendment.
- · The filing is Amendment No. 3 to a Schedule 13D originally filed on June 4, 2026.
- · The reporting persons have held discussions with the issuer's management regarding potential changes in board composition and the addition of one or more directors nominated by the group.
- · The group reserves the right to propose extraordinary transactions such as a merger, business combination, recapitalization, restructuring, or other strategic transaction.
- · Individual holdings include: Andrew Schornack (21,048 shares), Jill Schornack (13,952 shares), David Schornack (84,573.49 shares), Denise Schornack (1,305 shares), Jonathan Hoese (40,000 shares), Tamara Retka (8,312 shares), Noah Retka (5,500 shares), Joseph Schornack (3,512 shares), and Gale Hoese (700,000 shares).
29-07-2026
Sit Investment Associates, Inc. and its affiliate Sit Fixed Income Advisors II, LLC (collectively, the 'Sit Entities') filed Amendment No. 13 to their Schedule 13D, disclosing beneficial ownership of 28,756,835 shares of Franklin Premier Income Trust common stock, representing 30.1% of the 95,567,537 shares outstanding as of January 31, 2026. The filing details recent transactions in the past 60 days, including several purchases totaling 168,893 shares at prices between $3.40 and $3.51 per share, and one sale of 7,600 shares at $3.41 per share, indicating continued accumulation.
- · The filing is Amendment No. 13 to the original Schedule 13D filed on October 2, 2023.
- · Sit Entities have shared power to vote and dispose of all 28,756,835 shares.
- · No single client account of SIA or SFI owns more than 5% of shares outstanding.
- · None of SIA's or SFI's directors or executive officers own shares directly.
- · Transactions in the last 60 days include purchases on June 1, June 3, July 10, July 23, July 24, and July 27, 2026, and a sale on June 5, 2026.
- · The price per share for purchases ranged from $3.40 to $3.51, while the sale was at $3.41.
29-07-2026
Rijn Capital SARL and Rafael del Pino Calvo-Sotelo filed a Schedule 13G/A disclosing beneficial ownership of 159,536,212 ordinary shares of Ferrovial N.V., representing 22.3% of the outstanding shares as of June 15, 2026. The filing reflects no change in the ownership level from the prior filing, indicating a stable, controlling stake held by the del Pino family entity.
- · The filing is an amendment (Schedule 13G/A) with a date of change of June 15, 2026.
- · Rijn Capital SARL is organized under the laws of Luxembourg; Rafael del Pino Calvo-Sotelo is a Spanish citizen.
- · The beneficial ownership is held directly by Rijn Capital SARL, with Rafael del Pino Calvo-Sotelo having sole voting and dispositive power over all 159,536,212 shares.
- · No other person is reported as having shared voting or dispositive power.
29-07-2026
The Bank of New York Mellon Corporation filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 282,226 shares (9.3% of the class) in the American Century Focused Dynamic Growth ETF, a series of American Century ETF Trust. The filing is an amendment to a prior Schedule 13G and reflects ownership through various direct and indirect subsidiaries, including BNY Mellon Advisors, Inc., MBC Investments Corp, and BNY Mellon IHC, LLC. The securities are held in fiduciary capacities, and the filing includes a certification that the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
- · The reporting persons disclaim beneficial ownership for purposes of Section 13(d) or 13(g) of the Act.
- · No single person other than the reporting entities has an interest in more than 5% of the securities.
- · The filing includes a power of attorney authorizing Ivan Arias and Andrew Weiser to execute filings on behalf of the company.
29-07-2026
The Bank of New York Mellon Corporation filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 419,796 shares (22.7% of the class) of the First Trust Horizon Managed Volatility Domestic ETF, a series of First Trust Exchange-Traded Fund III, as of June 30, 2026. The filing is an amendment to a prior Schedule 13G and reflects holdings by BNY Mellon and its subsidiaries in various fiduciary capacities, with no single beneficial owner holding more than 5% of the securities. The filing is a routine disclosure of passive investment holdings and does not indicate any change in control or active engagement.
- · The filing is an amendment (Schedule 13G/A) filed on July 29, 2026, with a reporting date of June 30, 2026.
- · The issuer's CIK is 0001424212 and the filing person's CIK is 0001390777.
- · The securities are held in fiduciary capacities; no single person's interest exceeds 5%.
- · The filing includes a Power of Attorney dated March 17, 2017, authorizing Andrew Weiser and others to execute filings.
29-07-2026
The Bank of New York Mellon Corporation filed an amended Schedule 13G with the SEC, reporting beneficial ownership of 657,613 shares of BlackSky Technology Inc. common stock as of June 30, 2026, representing 1.8% of the class. The filing is made under Rule 13d-1(b) and includes shares held by various direct and indirect subsidiaries, with the largest subsidiary positions held by BNY Mellon IHC, LLC (599,728 shares, 1.6%) and MBC Investments Corp (599,728 shares, 1.6%). The filing is an amendment to a prior Schedule 13G, but no prior period comparison is provided in this filing.
- · The filing is an amendment to a prior Schedule 13G, but no prior ownership percentage or share count is provided for comparison.
- · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to change or influence control.
- · The beneficial ownership is held through multiple direct and indirect subsidiaries, with the largest positions held by BNY Mellon IHC, LLC and MBC Investments Corp, each at 1.6%.
- · The filing includes a power of attorney authorizing Ivan Arias and Andrew Weiser to execute filings on behalf of the reporting entities.
29-07-2026
ClearBridge Investments, LLC and its affiliates (ClearBridge Investments Limited and ClearBridge Investments (North America) Pty Ltd) filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 5,612,012 shares of Clearway Energy, Inc. Class C Common Stock, representing 4.6% of the outstanding shares. The filing indicates that ClearBridge Investments, LLC directly holds 10,422 shares, ClearBridge Investments Limited holds 4,903,642 shares, and ClearBridge Investments (North America) Pty Ltd holds 697,948 shares, all held in the ordinary course of business for investment management clients. The filing is an amendment to a prior Schedule 13G and reflects no change in the passive investment intent, with the filers disclaiming any pecuniary interest or group affiliation with parent Franklin Resources, Inc.
- · The filing is an amendment (SC 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
- · ClearBridge entities disclaim any pecuniary interest in the reported securities and state they are not part of a group with Franklin Resources affiliates or principal shareholders.
- · The filing was signed on July 28, 2026, and filed on July 29, 2026, with an as-of date of June 30, 2026.
- · ClearBridge Investments, LLC is classified under Item 3(e) (investment adviser), while the other two entities are classified under Item 3(j) (non-U.S. institution).
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 10,822,672 shares of Ovid Therapeutics Inc. common stock, representing 5.8% of the outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
- · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock has sole voting power over 10,707,787 shares and sole dispositive power over 10,822,672 shares.
- · No single person within BlackRock's reporting group has an interest exceeding 5% of the outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute regulatory filings on behalf of BlackRock.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 812,953 shares of Palvella Therapeutics, Inc. (PVLA) common stock, representing 5.7% of the outstanding shares. The filing indicates that BlackRock acquired and holds the shares in the ordinary course of business, without any intent to change or influence control of the issuer.
- · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- · BlackRock, Inc. is incorporated in Delaware and its business address is 50 Hudson Yards, New York, NY 10001.
- · The Schedule 13G reflects securities beneficially owned by certain business units of BlackRock, Inc. and does not include securities beneficially owned by other business units that are disaggregated in accordance with SEC Release No. 34-39538.
- · No single person's interest in the common stock of Palvella Therapeutics is more than five percent of the total outstanding common shares.
- · The filing includes a Power of Attorney dated January 21, 2025, appointing several individuals as attorneys-in-fact for compliance with ownership reporting requirements.
29-07-2026
BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 7,710,547 shares of Ormat Technologies, Inc. common stock as of June 30, 2026, representing 12.5% of the outstanding shares. The filing indicates BlackRock holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- · BlackRock's beneficial ownership includes 7,710,547 shares, with sole voting power over 7,545,995 shares and sole dispositive power over 7,710,547 shares.
- · No single person within BlackRock's reporting group has an interest in more than 5% of the outstanding common shares.
- · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- · BlackRock Fund Advisors is the entity within the group that beneficially owns 5% or greater of the outstanding shares.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 419,996 shares of Plumas Bancorp common stock, representing a 6.0% stake. The filing indicates the shares were acquired and are held in the ordinary course of business without the purpose of changing or influencing control of the issuer.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's sole voting power is 413,262 shares; shared voting power is 0; sole dispositive power is 419,996; shared dispositive power is 0.
- · No single person within BlackRock's reporting group beneficially owns more than 5% of the outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
- · Exhibit 99 lists five BlackRock entities that beneficially own 5% or more of the reported security class.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 765,721 shares of Pulmonx Corp (LUNG) common stock as of June 30, 2026. This represents 1.8% of the outstanding shares, a decrease from the prior filing period, indicating BlackRock reduced its stake. The filing is a routine disclosure under Rule 13d-1(b) and does not reflect any change in control intent.
- · The filing is an amendment (13G/A) to a prior Schedule 13G.
- · BlackRock's ownership is held through business units including BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, and BlackRock Investment Management, LLC.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The filing certifies the shares were acquired and held in the ordinary course of business, not to change or influence control of Pulmonx Corp.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 424,326 shares of Perma-Pipe International Holdings, Inc. common stock, representing a 5.2% stake as of June 30, 2026. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
- · BlackRock's beneficial ownership includes shares held by multiple business units, with no single person's interest exceeding 5% of the total outstanding shares.
- · The filing was made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- · BlackRock has sole voting power over 417,611 shares and sole dispositive power over all 424,326 shares.
- · The Schedule 13G includes a Power of Attorney dated January 21, 2025, authorizing various individuals to execute filings on behalf of BlackRock.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 2,643,796 shares of Nektar Therapeutics common stock, representing 7.8% of the outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
- · BlackRock's filing is under Rule 13d-1(b), indicating passive investment intent.
- · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reports.
- · No single person within BlackRock's reporting group beneficially owns more than 5% of Nektar's outstanding shares.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 52,135,869 shares of Occidental Petroleum Corp common stock as of June 30, 2026, representing 5.2% of the outstanding shares. The filing indicates BlackRock holds the shares in the ordinary course of business and not for the purpose of changing or influencing control of Occidental Petroleum.
- · BlackRock has sole voting power over 49,381,703 shares and sole dispositive power over 52,135,869 shares.
- · The filing was made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The Schedule 13G includes a power of attorney dated January 21, 2025, appointing multiple attorneys-in-fact for filing ownership reports.
- · The filing lists 19 BlackRock subsidiaries and affiliates that beneficially own shares, with BlackRock Fund Managers Ltd noted as owning 5% or greater of the security class.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, reporting beneficial ownership of 1,011,125 shares of Root, Inc. Class A Stock as of June 30, 2026, representing a 7.2% stake. The filing indicates BlackRock holds the shares in the ordinary course of business without intent to influence control.
- · The filing is an amendment (13G/A) to a previous Schedule 13G.
- · BlackRock's filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
- · Exhibit 99 lists 12 BlackRock subsidiaries that beneficially own 5% or more of the reported security class.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 8,619,527 shares of Mercury Systems Inc common stock, representing 14.4% of outstanding shares. The filing is an amendment to a previous Schedule 13G, indicating BlackRock's continued significant stake in the company.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b).
- · BlackRock's business units include BlackRock Fund Advisors, which beneficially owns 5% or more of the class.
- · The filing certifies that the securities were acquired in the ordinary course of business and not to change or influence control.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 8,120,680 shares of KEMPER Corp common stock, representing 13.8% of the outstanding shares. The filing indicates that BlackRock's iShares Core S&P Small-Cap ETF holds more than 5% of KEMPER's common stock. This is an amendment to a previous filing and reflects BlackRock's passive investment in the company.
- · BlackRock has sole voting power over 8,038,079 shares and sole dispositive power over 8,120,680 shares.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's business units that beneficially own 5% or more of the class include BlackRock Fund Advisors.
- · The filing date is July 29, 2026, with the period ending June 30, 2026.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 374,815 shares of Princeton Bancorp, Inc. common stock, representing 5.5% of the outstanding shares. The filing indicates that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. No period-over-period comparisons are available as this is an initial filing.
- · The filing is made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
- · BlackRock, Inc. is a Delaware corporation with its principal business address at 50 Hudson Yards, New York, NY 10001.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute and file ownership reports on behalf of BlackRock.
- · Exhibit 99 lists the reporting business units: BlackRock Advisors, LLC, BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, BlackRock Financial Management, Inc., and BlackRock Investment Management, LLC.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 14,179,036 shares of Planet Labs PBC Class A Stock as of June 30, 2026, representing 4.3% of the outstanding shares. This is a routine passive investment disclosure; BlackRock certifies the shares were acquired and held in the ordinary course of business and not to change or influence control of the issuer.
- · BlackRock's beneficial ownership includes 13,626,744 shares with sole voting power and 0 shares with shared voting power.
- · No single person's interest in Planet Labs PBC common stock exceeds 5% of the total outstanding shares.
- · The filing is an amendment (13G/A) to a prior Schedule 13G.
- · BlackRock's business address is 50 Hudson Yards, New York, NY 10001.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 1,863,407 shares of RH common stock, representing 9.9% of the outstanding shares. The filing indicates that BlackRock acquired and holds the shares in the ordinary course of business, not for the purpose of changing or influencing control of RH.
- · BlackRock has sole voting power over 1,825,188 shares and sole dispositive power over 1,863,407 shares.
- · No single person's interest in RH common stock exceeds 5% of the total outstanding shares.
- · The filing is an amendment to a previous Schedule 13G, reflecting updated ownership as of June 30, 2026.
- · BlackRock Fund Advisors is the entity within BlackRock that beneficially owns 5% or more of the reported security class.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 3,775,062 shares of Orion Properties Inc. common stock, representing 6.6% of the outstanding shares as of June 30, 2026. The filing indicates the shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's sole voting power covers 3,738,343 shares, while shared voting power is 0.
- · No single person within BlackRock's reporting group holds more than 5% of the outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute reporting documents.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 22,370,714 shares of NuScale Power Corp Class A common stock as of June 30, 2026, representing a 6.5% stake. The filing indicates that BlackRock holds the shares in the ordinary course of business and not with the intent to change or influence control of the company.
- · BlackRock has sole voting power over 21,844,372 shares and sole dispositive power over 22,370,714 shares.
- · The filing includes a list of 14 BlackRock subsidiaries that may beneficially own 5% or more of the class.
- · The Schedule 13G was signed by Spencer Fleming, Managing Director of BlackRock, on July 29, 2026.
- · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 5,421,343 shares of Ouster, Inc. common stock, representing 8.5% of the outstanding shares. The filing indicates BlackRock's holdings were acquired in the ordinary course of business and not for the purpose of changing or influencing control of Ouster.
- · BlackRock's sole voting power covers 5,321,838 shares, with no shared voting or dispositive power reported.
- · The filing is an amendment (13G/A) with a date of change of July 29, 2026, and covers holdings as of June 30, 2026.
- · BlackRock's filing includes a list of 12 subsidiaries and affiliates that may hold or manage the shares, including BlackRock Fund Advisors and BlackRock Institutional Trust Company.
- · No single person's interest in Ouster common stock exceeds 5% of the total outstanding shares.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 825,500 shares of OP Bancorp common stock, representing a 5.5% stake as of June 30, 2026. The filing indicates that the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
- · BlackRock's sole voting power is 813,138 shares; sole dispositive power is 825,500 shares.
- · No single person within BlackRock's reporting group has an interest exceeding 5% of OP Bancorp's outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute regulatory filings on behalf of BlackRock.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 1,796,543 shares of LB Pharmaceuticals Inc. common stock, representing 6.3% of the outstanding shares. The filing indicates BlackRock's holdings are held in the ordinary course of business and not for control purposes, with no single person's interest exceeding 5% of the total outstanding shares.
- · The filing is an amendment (13G/A) to a previous Schedule 13G.
- · BlackRock has sole voting power over 1,771,160 shares and sole dispositive power over 1,796,543 shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
- · The filing is made under Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business and not to influence control.
- · BlackRock's business units that beneficially own 5% or more of the class include BlackRock Advisors, LLC, BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, BlackRock Financial Management, Inc., and BlackRock Investment Management, LLC.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, reporting beneficial ownership of 7,367,330 shares of PagerDuty, Inc. common stock as of June 30, 2026, representing a 9.6% stake. This is an amendment to a prior filing, indicating a change in BlackRock's holdings; however, the filing does not provide the prior period's figures for comparison.
- · BlackRock's filing includes a Power of Attorney dated January 21, 2025, authorizing multiple attorneys-in-fact to execute ownership reporting documents.
- · Various BlackRock business units hold the shares, with BlackRock Fund Advisors owning 5% or greater of the reported class.
- · BlackRock certifies the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of PagerDuty.
29-07-2026
BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 20,056,014 shares of Orchid Island Capital, Inc. common stock, representing 9.99% of the outstanding shares. The filing indicates that BlackRock's holdings increased from 19,715,530 shares (as of a prior period) to the current level, though the change is relatively modest. The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- · BlackRock's ownership percentage is exactly 9.99%, just below the 10% threshold that would trigger additional reporting requirements.
- · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
- · BlackRock Fund Advisors is the only entity within the BlackRock group that beneficially owns 5% or more of the outstanding shares.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 12,796,161 shares of Roku, Inc. common stock as of June 30, 2026, representing 9.7% of the outstanding shares. The filing indicates that BlackRock's holdings increased from 12,396,102 shares (sole voting power) to a total of 12,796,161 shares, reflecting a net increase of approximately 400,059 shares. The filing is a routine disclosure under Rule 13d-1(b) and certifies that the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of Roku.
- · BlackRock's beneficial ownership increased by approximately 400,059 shares from the prior filing (sole voting power of 12,396,102 to total 12,796,161).
- · No single person within BlackRock's reporting group beneficially owns more than 5% of Roku's outstanding shares.
- · The filing includes a power of attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
- · BlackRock Fund Advisors is the only entity within the group that beneficially owns 5% or greater of the reported security class.
29-07-2026
BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 184,053 shares of LENSAR, Inc. common stock as of June 30, 2026, representing 1.5% of the outstanding shares. This filing reflects a passive investment by BlackRock, which acquired the shares in the ordinary course of business and not with the intent to influence control of LENSAR.
- · The filing is an amendment (SCHEDULE 13G/A) to a previous beneficial ownership report.
- · BlackRock disclaims beneficial ownership of any shares beyond those reported by its Reporting Business Units.
- · No single person's interest in LENSAR common stock exceeds 5% of the total outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents on behalf of BlackRock.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 4,504,913 shares of MacroGenics Inc. common stock, representing 7.1% of the outstanding shares. The filing indicates a passive investment intent, with BlackRock certifying the shares were acquired in the ordinary course of business and not to influence control.
- · BlackRock's beneficial ownership includes 4,447,312 shares with sole voting power and 4,504,913 shares with sole dispositive power.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's address is 50 Hudson Yards, New York, NY 10001.
- · The filing date is July 29, 2026, with the date of change also July 29, 2026.
- · Exhibit 99 lists seven BlackRock subsidiaries that may beneficially own 5% or more of the class.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 1,059,691 shares of QUICKLOGIC Corp common stock, representing a 5.8% stake as of June 30, 2026. The filing indicates BlackRock holds the shares in the ordinary course of business without intent to influence control of the company.
- · BlackRock has sole voting power over 1,045,298 shares and sole dispositive power over 1,059,691 shares.
- · No single person within BlackRock's reporting group has an interest exceeding 5% of the total outstanding shares.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
29-07-2026
BlackRock, Inc. filed an amended Schedule 13G with the SEC on July 29, 2026, reporting beneficial ownership of 155,348 shares of Lakeland Industries Inc. common stock as of June 30, 2026, representing 1.6% of the outstanding shares. This is a passive investment disclosure, indicating BlackRock's holdings are below the 5% threshold and were acquired in the ordinary course of business without intent to influence control.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment status.
- · BlackRock's ownership is below the 5% threshold, with no single person's interest exceeding 5% of total outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
- · Exhibit 99 lists BlackRock Fund Advisors, BlackRock Institutional Trust Company, and BlackRock Investment Management, LLC as entities that may beneficially own 5% or more of the security class.
29-07-2026
BlackRock, Inc. filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 2,487,894 shares of Series C Common Stock of Liberty Capital Corp (formerly GCI Liberty, Inc.), representing 6.9% of the outstanding shares. The filing confirms BlackRock's holdings were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- · The filing is an amendment (Schedule 13G/A) filed on July 29, 2026, with an event date of June 30, 2026.
- · BlackRock disclaims beneficial ownership of securities held by other business units not included in this filing, per SEC Release No. 34-39538.
- · No single person within BlackRock's reporting group has an interest exceeding 5% of the outstanding common shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 3,408,529 shares of Nano Nuclear Energy Inc. common stock, representing 6.5% of the outstanding shares. The filing is an amendment to a prior Schedule 13G and indicates that BlackRock holds the shares in the ordinary course of business without intent to influence control.
- · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's beneficial ownership includes shares held by multiple subsidiaries, none of which individually owns more than 5% of the outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing various individuals to execute ownership reporting documents.
- · No prior period comparison is available in this filing, so changes in ownership percentage or share count from the previous filing are not disclosed.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 14,100,682 Class A shares of PagSeguro Digital Ltd., representing 8.9% of the outstanding shares. The filing indicates the shares were acquired in the ordinary course of business and not for changing or influencing control of the issuer. BlackRock Fund Advisors is the only subsidiary that beneficially owns 5% or more of the class.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock Fund Advisors is the only subsidiary that beneficially owns 5% or more of the class.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing multiple individuals to execute ownership reporting documents.
29-07-2026
BlackRock, Inc. filed a Schedule 13G with the SEC on July 29, 2026, disclosing beneficial ownership of 3,619,977 shares of National Healthcare Properties, Inc. common stock, representing 8.2% of the outstanding shares as of June 30, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business without intent to influence control. No period-over-period comparison is available as this is a snapshot filing.
- · The filing is made under Rule 13d-1(b), indicating passive investment intent.
- · BlackRock's beneficial ownership includes shares held by multiple subsidiaries, with BlackRock Advisors, LLC, BlackRock Fund Advisors, BlackRock Institutional Trust Company, National Association, BlackRock Financial Management, Inc., and BlackRock Investment Management, LLC each owning 5% or more of the class.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The filing includes a Power of Attorney dated January 21, 2025, authorizing certain individuals to execute ownership reporting documents.
29-07-2026
BlackRock, Inc. filed a Schedule 13G/A with the SEC on July 29, 2026, disclosing beneficial ownership of 2,916,130 shares of Orion Group Holdings Inc common stock, representing 7.2% of the outstanding shares. The filing reflects BlackRock's passive investment in the company, with the securities held in the ordinary course of business and not for the purpose of changing or influencing control.
- · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
- · BlackRock's beneficial ownership includes shares held by multiple subsidiaries, with BlackRock Investment Management, LLC noted as beneficially owning 5% or greater of the outstanding shares.
- · No single person's interest in the common stock exceeds 5% of the total outstanding shares.
- · The filing was signed by Spencer Fleming, Managing Director of BlackRock, Inc.
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