Capital International Investors
· Reduced
−$1.4B
Change
−1.0M
Date
Q1 2026
TD
| Investor | Type | Est. change | Change | Δ Own | Date | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
|
Capital International Investors
· Reduced
−$1.4B
Change
−1.0M
Date
Q1 2026
|
Capital International Investors | Reduced· Q1 2026 | −$1.4B | −1.0M | – | Q1 2026 | |||||
|
Norges
· Exited
−$1.0B
Change
−771K
Δ Own
−100.0%
Date
Q1 2026
|
Norges | Exited· Q1 2026 | −$1.0B | −771K | −100.0% | Q1 2026 | |||||
|
FMR LLC
· Reduced
−$342M
Change
−261K
Δ Own
−16.1%
Date
Q1 2026
|
FMR LLC | Reduced· Q1 2026 | −$342M | −261K | −16.1% | Q1 2026 | |||||
|
Point72 Asset Management, L.P.
· Reduced
−$276M
Change
−210K
Δ Own
−83.3%
Date
Q1 2026
|
Point72 Asset Management, L.P. | Reduced· Q1 2026 | −$276M | −210K | −83.3% | Q1 2026 | |||||
|
Darsana Capital Partners LP
· Exited
−$262M
Change
−200K
Δ Own
−100.0%
Date
Q1 2026
|
Darsana Capital Partners LP | Exited· Q1 2026 | −$262M | −200K | −100.0% | Q1 2026 | |||||
|
T. Rowe Price Associates
· Reduced
−$202M
Change
−154K
Date
Q1 2026
|
T. Rowe Price Associates | Reduced· Q1 2026 | −$202M | −154K | – | Q1 2026 | |||||
|
Principal Financial Group Inc
· Reduced
−$200M
Change
−153K
Date
Q1 2026
|
Principal Financial Group Inc | Reduced· Q1 2026 | −$200M | −153K | – | Q1 2026 | |||||
|
JPMorgan Chase & Co
· Reduced
−$125M
Change
−95K
Date
Q1 2026
|
JPMorgan Chase & Co | Reduced· Q1 2026 | −$125M | −95K | – | Q1 2026 | |||||
|
Citadel Advisors LLC
· Reduced
−$103M
Change
−79K
Δ Own
−46.6%
Date
Q1 2026
|
Citadel Advisors LLC | Reduced· Q1 2026 | −$103M | −79K | −46.6% | Q1 2026 | |||||
|
Nuveen, LLC
· Reduced
−$100M
Change
−76K
Date
Q1 2026
|
Nuveen, LLC | Reduced· Q1 2026 | −$100M | −76K | – | Q1 2026 | |||||
|
Brown Advisory Inc
· Reduced
−$90M
Change
−68K
Date
Q1 2026
|
Brown Advisory Inc | Reduced· Q1 2026 | −$90M | −68K | – | Q1 2026 | |||||
|
Altarock Partners LP
· Reduced
−$79M
Change
−60K
Date
Q1 2026
|
Altarock Partners LP | Reduced· Q1 2026 | −$79M | −60K | – | Q1 2026 | |||||
|
Windacre Partnership LLC
· Reduced
−$74M
Change
−56K
Date
Q1 2026
|
Windacre Partnership LLC | Reduced· Q1 2026 | −$74M | −56K | – | Q1 2026 | |||||
|
Vulcan Value Partners, LLC
· Reduced
−$74M
Change
−56K
Date
Q1 2026
|
Vulcan Value Partners, LLC | Reduced· Q1 2026 | −$74M | −56K | – | Q1 2026 | |||||
|
Holocene Advisors, LP
· Reduced
−$42M
Change
−32K
Date
Q1 2026
|
Holocene Advisors, LP | Reduced· Q1 2026 | −$42M | −32K | – | Q1 2026 | |||||
| Insider | Title | Type | Price | Qty | Value | Owned | ΔOwn | Trade date | Filed date | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Howley W. Nicholas
· Director
12 operations
−$12M
Price
$1,210.32–$1,224.14
Qty
−10K
Owned
22K
ΔOwn
−32.0%
Trade date
Jul 20, 2026
Filed date
Jul 21, 2026
|
Howley W. Nicholas | Director | 12 operations | $1,210.32–$1,224.14 | −10K | −$12M | 22K | −32.0% | Jul 20, 2026 | Jul 21, 2026 | |||||||||
|
Howley W. Nicholas
· Director
2 operations
0
|
Howley W. Nicholas | Director | 2 operations | $66.47 | 0 | – | 12K | – | Jul 20, 2026 | Jul 21, 2026 | |||||||||
|
Reiss Joel
· Officer
33 operations
−$4.7M
Price
$1,195.20–$1,233.38
Qty
−4K
Owned
4K
ΔOwn
−52.0%
Trade date
Jul 15, 2026
Filed date
Jul 17, 2026
|
Reiss Joel | Officer | 33 operations | $1,195.20–$1,233.38 | −4K | −$4.7M | 4K | −52.0% | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Reiss Joel
· Officer
2 operations
8K
|
Reiss Joel | Officer | 2 operations | $284.97 | 8K | – | 20K | – | Jul 15, 2026 | Jul 17, 2026 | |||||||||
|
Howley W. Nicholas
· Director
66 operations
−$40M
|
Howley W. Nicholas | Director | 66 operations | $1,305.19–$1,337.05 | −30K | −$40M | 22K | – | Jun 18, 2026 | Jun 22, 2026 | |||||||||
|
Howley W. Nicholas
· Director
6 operations
0
|
Howley W. Nicholas | Director | 6 operations | $66.47 | 0 | – | 22K | – | Jun 18, 2026 | Jun 22, 2026 | |||||||||
|
Reiss Joel
· Officer
18 operations
−$5.0M
|
Reiss Joel | Officer | 18 operations | $1,268.87–$1,287.59 | −4K | −$5.0M | 4K | – | Jun 15, 2026 | Jun 16, 2026 | |||||||||
|
Reiss Joel
· Officer
2 operations
0
|
Reiss Joel | Officer | 2 operations | $284.97 | 0 | – | 16K | – | Jun 15, 2026 | Jun 16, 2026 | |||||||||
|
Howley W. Nicholas
· Director
25 operations
−$12M
|
Howley W. Nicholas | Director | 25 operations | $1,145.16–$1,189.02 | −10K | −$12M | 22K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Howley W. Nicholas
· Director
2 operations
0
|
Howley W. Nicholas | Director | 2 operations | $66.47 | 0 | – | 32K | – | May 18, 2026 | May 19, 2026 | |||||||||
|
Reiss Joel
· Officer
27 operations
−$4.5M
|
Reiss Joel | Officer | 27 operations | $1,144.43–$1,175.28 | −4K | −$4.5M | 4K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Reiss Joel
· Officer
2 operations
0
|
Reiss Joel | Officer | 2 operations | $284.97 | 0 | – | 20K | – | May 15, 2026 | May 18, 2026 | |||||||||
|
Howley W. Nicholas
· Director
Sell
−$76K
|
Howley W. Nicholas | Director | Sell | $1,260.34 | −60 | −$76K | 32K | – | Apr 20, 2026 | Apr 21, 2026 | |||||||||
|
Howley W. Nicholas
· Director
2 operations
$521K
|
Howley W. Nicholas | Director | 2 operations | $50.92–$66.47 | 10K | $521K | 32K | – | Apr 20, 2026 | Apr 21, 2026 | |||||||||
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1,041 reporting institutions disclosed TDG position changes in the Q1 2026 snapshot.
For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.
An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.
Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.
Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.
A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.