Significant Ownership of WELLINGTON MANAGEMENT GROUP LLP
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- Recent SEC Schedule 13D/G filings for WELLINGTON MANAGEMENT GROUP LLP focus on large-stake beneficial ownership disclosures and amendments.
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- Matthew Revell - Compliance Manager
- Manager location
- Boston, MA
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Significant Ownership of WELLINGTON MANAGEMENT GROUP LLP
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| SDHC | Smith Douglas Homes Corp. | Common Stock | 14% | $24,080,127 | +$5,928,753 | 1,211,274 | +33% | Wellington Management Group LLP | 31 Mar 2025 |
| HAPN | Happen, Inc. | Common Stock | 13% | $311,047,084 | +$67,420,099 | 15,284,869 | +28% | Wellington Management Group LLP | 30 Jun 2026 |
| MVBF | MVB Financial Corp. | Common Stock | 13% | $39,827,153 | +$12,865,280 | 1,715,948 | +48% | Wellington Management Group LLP | 31 Jul 2025 |
| CLDX | Celldex Therapeutics, Inc. | Common Stock | 12% | $219,442,153 | +$18,600,852 | 8,079,608 | +9.3% | Wellington Management Group LLP | 31 Dec 2025 |
| CUBI | Customers Bancorp, Inc. | Common Stock | 12% | $307,303,325 | +$30,015,360 | 4,035,500 | +11% | Wellington Management Group LLP | 30 Jun 2026 |
| DKS | Dick's Sporting Goods, Inc. | Common Stock | 12% | $1,667,709,986 | -$177,760,154 | 7,673,983 | -9.6% | Wellington Management Group LLP | 30 Jun 2026 |
| IMCR | Immunocore Holdings plc | Common Stock | 12% | $190,355,150 | +$26,410,388 | 5,959,773 | +16% | Wellington Management Group LLP | 30 Jun 2026 |
| HUBG | Hub Group, Inc. | Class A Common Stock | 12% | $272,661,245 | +$32,141,766 | 6,955,644 | +13% | Wellington Management Group LLP | 31 Mar 2026 |
| FIP | FTAI Infrastructure Inc. | Common Stock | 11% | $60,301,869 | +$7,574,536 | 13,490,351 | +14% | Wellington Management Group LLP | 30 Jun 2026 |
| RWT | Redwood Trust, Inc. | Common Stock | 11% | $72,105,254 | +$15,768,114 | 14,138,285 | +28% | Wellington Management Group LLP | 31 Jul 2026 |
| HTFL | Heartflow, Inc. | Common Stock | 11% | $246,701,191 | -$71,834,529 | 9,232,829 | -23% | Wellington Management Group LLP | 31 Jul 2026 |
| AMPL | Amplitude, Inc. | Common Stock | 11% | $76,074,072 | 11,154,556 | Wellington Management Group LLP | 31 Mar 2026 | ||
| DNOW | NOW Inc. | Common Stock | 11% | $258,005,341 | +$32,499,576 | 19,311,777 | +14% | Wellington Management Group LLP | 29 May 2026 |
| NPB | Northpointe Bancshares, Inc. | Common Stock | 11% | $70,039,107 | -$16,423,028 | 3,651,674 | -19% | Wellington Management Group LLP | 30 Jun 2026 |
| MBX | MBX Biosciences | Common Stock | 10% | $274,762,754 | +$89,842,562 | 4,977,523 | +49% | Wellington Management Group LLP | 30 Jun 2026 |
| EE | Excelerate Energy, Inc. | Common Stock | 10% | $126,877,778 | -$11,447,481 | 3,339,759 | -8.3% | Wellington Management Group LLP | 30 Jun 2026 |
| MYFW | First Western Financial, Inc. | Common Stock | 10% | $33,746,873 | +$16,643,659 | 1,026,677 | +97% | Wellington Management Group LLP | 31 Jul 2026 |
| USFD | US FOODS HOLDING CORP. | Common Stock | 10% | $2,352,759,923 | +$742,269,253 | 23,009,877 | +46% | Wellington Management Group LLP | 30 Jun 2026 |
| TREX | Trex Company, Inc. | Common Stock | 10% | $497,387,851 | +$103,605,443 | 10,558,010 | +26% | Wellington Management Group LLP | 31 Jul 2026 |
| EYE | National Vision Holdings, Inc. | Common Stock | 10% | $161,858,573 | +$49,596,975 | 8,338,927 | +44% | Wellington Management Group LLP | 31 Jul 2026 |
| MNTN | MNTN, Inc. | Common Stock | 10% | $66,229,832 | +$6,057,240 | 6,307,603 | +10% | Wellington Management Group LLP | 31 Jul 2026 |
| AMRC | Ameresco, Inc. | Common Stock | 10% | $93,497,633 | -$9,497,558 | 3,541,577 | -9.2% | Wellington Management Group LLP | 31 Mar 2026 |
| GPCR | Structure Therapeutics Inc. | Common Stock | 10% | $1,481,942,431 | +$50,941,729 | 21,365,952 | +3.6% | Wellington Management Group LLP | 31 Dec 2025 |
| PMN | ProMIS Neurosciences, Inc. | Common Stock | 10% | $376,266 | 895,871 | Wellington Management Group LLP | 31 Mar 2026 | ||
| SWIM | Latham Group, Inc. | Common Stock | 9.7% | $68,070,654 | +$13,189,040 | 11,364,049 | +24% | Wellington Management Group LLP | 30 Jun 2026 |
| MPB | Mid Penn Bancorp, Inc. | Common Stock | 9.7% | $63,710,052 | +$22,119,703 | 2,224,513 | +53% | Wellington Management Group LLP | 30 Sep 2025 |
| BCML | BayCom Corp | Common Stock | 9.7% | $29,851,378 | +$3,620,639 | 1,058,935 | +14% | Wellington Management Group LLP | 31 Dec 2025 |
| AZEK | The AZEK Company Inc. | Common Stock | 9.3% | $658,861,954 | 13,313,032 | Wellington Management Group LLP | 31 Dec 2024 | ||
| FSUN | FirstSun Capital Bancorp | Common Stock | 9.3% | $152,336,647 | +$45,243,933 | 4,097,274 | +42% | Wellington Management Group LLP | 30 Jun 2026 |
| VNOM | Viper Energy Partners LP | Common Stock | 9.1% | $490,110,310 | 11,953,910 | Wellington Management Group LLP | 31 Mar 2025 | ||
| FRBT | Forbright, Inc. | Common Stock | 9% | $47,495,856 | 2,596,821 | Wellington Management Group LLP | 30 Jun 2026 | ||
| EFSC | Enterprise Financial Services Corp | Common Stock | 8.8% | $175,864,588 | +$27,399,085 | 3,250,131 | +18% | Wellington Management Group LLP | 31 Mar 2026 |
| INSP | Inspire Medical Systems, Inc. | Common Stock | 8.8% | $137,296,550 | +$17,588,083 | 2,535,954 | +15% | Wellington Management Group LLP | 31 Mar 2026 |
| CCNE | CNB Financial Corporation | Common Stock | 8.8% | $67,857,502 | +$18,761,718 | 2,592,950 | +38% | Wellington Management Group LLP | 31 Dec 2025 |
| HG | Hamilton Insurance Group, Ltd. | Common Stock | 8.7% | $196,093,577 | +$55,437,494 | 5,777,654 | +39% | Wellington Management Group LLP | 30 Jun 2026 |
| PRIM | Primoris Services Corporation | Common Stock | 8.6% | $404,897,174 | 4,675,487 | Wellington Management Group LLP | 30 Jun 2026 | ||
| HOPE | Hope Bancorp, Inc. | Common Stock | 8.6% | $118,383,875 | +$51,837,091 | 11,032,980 | +78% | Wellington Management Group LLP | 30 Jun 2025 |
| ALHC | Alignment Healthcare, Inc. | Common Stock | 8.4% | $370,362,954 | +$65,587,411 | 17,098,936 | +22% | Wellington Management Group LLP | 31 Mar 2026 |
| MCB | Metropolitan Bank Holding Corp. | Common Stock | 8.2% | $100,735,397 | -$17,805,159 | 1,022,383 | -15% | Wellington Management Group LLP | 30 Jun 2026 |
| EE | Excelerate Energy, Inc. | Common Stock | 8.2% | 2,634,172 | Wellington Management Group LLP | 31 Mar 2026 | |||
| OPCH | Option Care Health, Inc. | Common Stock | 8.1% | $398,365,180 | -$111,859,694 | 13,332,168 | -22% | Wellington Management Group LLP | 30 Jun 2025 |
| JHX | James Hardie Industries plc | Common Stock | 8% | $1,124,782,529 | -$293,476,395 | 46,306,403 | -21% | Wellington Management Group LLP | 30 Jun 2026 |
| KT Corporation | Common Stock | 8% | 19,402,304 | +18% | Wellington Management Group LLP | 30 Jun 2026 | |||
| CALY | Callaway Golf Company | Common Stock | 7.9% | $268,369,547 | 14,282,573 | Wellington Management Group LLP | 30 Jun 2026 | ||
| HASI | HA Sustainable Infrastructure Capital, Inc. | Common Stock | 7.8% | $390,821,655 | -$118,906,352 | 10,008,237 | -23% | Wellington Management Group LLP | 30 Jun 2026 |
| PMN | ProMIS Neurosciences, Inc. | Common Stock | 7.8% | $9,923,386 | 696,378 | Wellington Management Group LLP | 30 Jun 2026 | ||
| ICLR | Icon Public Limited Company | Common Stock | 7.7% | $630,921,048 | +$136,138,530 | 5,913,037 | +28% | Wellington Management Group LLP | 31 Mar 2026 |
| DCOM | Dime Commercial Bancshares, Inc. | Common Stock | 7.7% | $136,136,456 | -$34,179,582 | 3,407,671 | -20% | Wellington Management Group LLP | 30 Jun 2026 |
| PEBK | Peoples Bancorp of North Carolina, Inc. | Common Stock | 7.7% | $16,392,647 | -$3,309,638 | 418,608 | -17% | Wellington Management Group LLP | 31 Mar 2026 |
| AWK | American Water Works Company, Inc. | Common Stock | 7.6% | $1,946,757,945 | +$469,735,219 | 14,911,972 | +32% | Wellington Management Group LLP | 30 Jun 2026 |
| BCAL | California BanCorp | Common Stock | 7.6% | $51,001,274 | -$9,076,966 | 2,447,278 | -15% | Wellington Management Group LLP | 30 Jun 2026 |
| SRE | Sempra | Common Stock | 7.5% | $3,668,493,641 | 48,686,047 | Wellington Management Group LLP | 31 Mar 2025 | ||
| PNFP | Pinnacle Financial Partners, Inc. | Common Stock | 7.4% | $1,118,262,017 | 11,141,397 | Wellington Management Group LLP | 30 Jun 2026 | ||
| STEP | StepStone Group Inc. | Common Stock | 7.3% | $373,773,898 | +$146,124,137 | 5,723,073 | +64% | Wellington Management Group LLP | 30 Sep 2025 |
| PWP | Perella Weinberg Partners | Common Stock | 7.3% | $77,370,957 | +$21,341,279 | 5,189,199 | +38% | Wellington Management Group LLP | 30 Jun 2026 |
| BRBS | Blue Ridge Bankshares, Inc. | Common Stock | 7.3% | $28,404,680 | 6,652,150 | Wellington Management Group LLP | 31 Dec 2025 | ||
| TPG | TPG Inc. | Common Stock | 7.2% | $470,201,510 | +$74,804,350 | 11,019,487 | +19% | Wellington Management Group LLP | 30 Jun 2026 |
| TRGP | Targa Resources Corp. | Common Stock | 7% | $3,670,607,656 | -$726,978,236 | 15,043,474 | -17% | Wellington Management Group LLP | 31 Mar 2026 |
| AAON | AAON, Inc. | Common Stock | 7% | $623,311,958 | -$260,426,272 | 5,772,476 | -29% | Wellington Management Group LLP | 30 Jun 2026 |
| POOL | Pool Corporation | Common Stock | 6.9% | $794,825,066 | +$110,894,365 | 2,563,373 | +16% | Wellington Management Group LLP | 30 Sep 2025 |
| H | Hyatt Hotels Corporation | Common Stock | 6.9% | $536,976,303 | -$386,445,107 | 2,826,935 | -42% | Wellington Management Group LLP | 30 Jun 2026 |
| MBWM | Mercantile Bank Corporation | Common Stock | 6.9% | $60,046,066 | 1,189,031 | Wellington Management Group LLP | 31 Mar 2026 | ||
| CLH | Clean Harbors, Inc. | Common Stock | 6.8% | $1,062,090,414 | -$477,123,372 | 3,576,062 | -31% | Wellington Management Group LLP | 31 Mar 2026 |
| CRNX | Crinetics Pharmaceuticals, Inc. | Common Stock | 6.8% | $596,657,798 | -$85,855,460 | 7,131,084 | -13% | Wellington Management Group LLP | 30 Jun 2026 |
| SKY | Champion Homes, Inc. | Common Stock | 6.8% | $301,788,580 | -$80,768,206 | 3,787,032 | -21% | Wellington Management Group LLP | 31 Mar 2026 |
| ATRC | AtriCure, Inc. | Common Stock | 6.8% | $96,504,294 | -$16,738,950 | 3,382,555 | -15% | Wellington Management Group LLP | 31 Mar 2026 |
| CNK | Cinemark Holdings, Inc. | Common Stock | 6.7% | $225,210,514 | -$51,741,062 | 7,755,183 | -19% | Wellington Management Group LLP | 30 Jun 2026 |
| HMH | HMH Holding Inc. | Common Stock | 6.7% | $14,251,714 | 760,497 | Wellington Management Group LLP | 30 Jun 2026 | ||
| AVY | Avery Dennison Corporation | Common Stock | 6.6% | $940,986,374 | 5,164,296 | Wellington Management Group LLP | 30 Jun 2025 | ||
| QGEN | Qiagen N.V. | Common Stock | 6.5% | $668,859,271 | -$434,894,762 | 14,137,799 | -39% | Wellington Management Group LLP | 31 Dec 2025 |
| CIVB | Civista Bancshares, Inc. | Common Stock | 6.5% | $32,115,488 | -$3,276,813 | 1,337,588 | -9.3% | Wellington Management Group LLP | 31 Mar 2026 |
| HBAN | Huntington Bancshares Incorporated | Common Stock | 6.4% | $2,146,532,536 | 129,387,133 | Wellington Management Group LLP | 31 Mar 2026 | ||
| CAH | Cardinal Health, Inc. | Common Stock | 6.3% | $3,473,885,552 | 14,860,271 | Wellington Management Group LLP | 30 Jun 2026 | ||
| RNST | Renasant Corporation | Common Stock | 6.3% | $245,762,198 | 5,779,920 | Wellington Management Group LLP | 30 Jun 2026 | ||
| MBUU | Malibu Boats, Inc. | Common Stock | 6.3% | $33,137,807 | -$12,052,604 | 1,237,871 | -27% | Wellington Management Group LLP | 30 Jun 2026 |
| ACHC | Acadia Healthcare Company, Inc. | Common Stock | 6.2% | $179,804,124 | -$105,086,254 | 5,726,246 | -37% | Wellington Management Group LLP | 30 Jun 2026 |
| MTB | M&T Bank Corporation | Common Stock | 6% | $1,669,326,647 | +$415,104,347 | 9,894,065 | +33% | Wellington Management Group LLP | 31 Mar 2025 |
| PNFP | Pinnacle Financial Partners, Inc. | Common Stock | 6% | $785,990,460 | 9,124,570 | Wellington Management Group LLP | 31 Mar 2026 | ||
| CGON | CG Oncology, Inc. | Common Stock | 6% | $371,667,620 | -$13,124,354 | 5,324,751 | -3.4% | Wellington Management Group LLP | 30 Jun 2026 |
| POWI | Power Integrations, Inc. | Common Stock | 6% | $183,011,023 | 3,356,153 | Wellington Management Group LLP | 31 Mar 2026 | ||
| OMCL | Omnicell, Inc. | Common Stock | 6% | $90,361,195 | 2,707,046 | Wellington Management Group LLP | 31 Mar 2026 | ||
| DNTH | Dianthus Therapeutics, Inc. | Common Stock | 5.9% | $316,754,528 | +$62,186,089 | 3,229,882 | +24% | Wellington Management Group LLP | 30 Jun 2026 |
| CHEF | The Chefs' Warehouse, Inc. | Common Stock | 5.9% | $234,815,298 | -$96,113,315 | 2,390,951 | -29% | Wellington Management Group LLP | 30 Jun 2026 |
| FANG | Diamondback Energy, Inc. | Common Stock | 5.8% | $3,146,119,325 | 16,420,247 | Wellington Management Group LLP | 30 Jun 2026 | ||
| MEOH | Methanex Corporation | Common Stock | 5.8% | $269,645,978 | +$256,148,766 | 4,503,858 | +1898% | Wellington Management Group LLP | 31 Mar 2026 |
| WHD | Cactus, Inc. | Common Stock | 5.8% | $197,920,573 | 3,963,961 | Wellington Management Group LLP | 31 Dec 2025 | ||
| BUSE | First Busey Corporation | Common Stock | 5.8% | $143,548,150 | -$66,961,076 | 4,866,039 | -32% | Wellington Management Group LLP | 30 Jun 2026 |
| CNOB | ConnectOne Bancorp, Inc. | Common Stock | 5.7% | $71,516,909 | 2,882,584 | Wellington Management Group LLP | 30 Sep 2025 | ||
| AVD | American Vanguard Corporation | Common Stock | 5.7% | $9,347,756 | +$428,439 | 1,628,529 | +4.8% | Wellington Management Group LLP | 30 Sep 2025 |
| CHRD | Chord Energy Corporation | Common Stock | 5.6% | $371,870,859 | -$72,386,783 | 3,167,824 | -16% | Wellington Management Group LLP | 30 Jun 2026 |
| SRRK | Scholar Rock Holding Corporation | Common Stock | 5.6% | $250,880,684 | 5,759,428 | Wellington Management Group LLP | 31 Dec 2025 | ||
| YETI | YETI Holdings, Inc. | Common Stock | 5.6% | $208,254,840 | -$56,891,035 | 4,231,102 | -21% | Wellington Management Group LLP | 30 Jun 2026 |
| ATO | Atmos Energy Corporation | Common Stock | 5.5% | $1,626,712,968 | -$227,037,526 | 9,185,798 | -12% | Wellington Management Group LLP | 30 Jun 2026 |
| WT | WisdomTree, Inc. | Common Stock | 5.5% | $155,447,519 | -$58,892,536 | 8,407,113 | -27% | Wellington Management Group LLP | 30 Jun 2026 |
| SPRB | Spruce Biosciences, Inc | Common Stock | 5.5% | $4,804,344 | 58,949 | Wellington Management Group LLP | 31 Dec 2025 | ||
| NDAQ | The NASDAQ OMX Group, Inc. | Common Stock | 5.4% | $2,390,792,201 | -$859,519,410 | 30,332,304 | -26% | Wellington Management Group LLP | 30 Jun 2026 |
| BRCB | Black Rock Coffee Bar, Inc. | Common Stock | 5.4% | $20,795,269 | 943,524 | Wellington Management Group LLP | 31 Dec 2025 | ||
| AIG | American International Group, Inc. | Common Stock | 5.3% | $2,139,698,132 | 28,370,434 | Wellington Management Group LLP | 31 Mar 2026 | ||
| ECHO | EchoStar Corporation | Common Stock | 5.3% | $784,107,214 | +$762,738,542 | 8,440,336 | +3569% | Wellington Management Group LLP | 30 Jun 2026 |
| TW | Tradeweb Markets Inc. | Common Stock | 5.3% | $618,296,022 | -$129,570,059 | 6,204,054 | -17% | Wellington Management Group LLP | 30 Jun 2026 |
Schedules 13D/G Reported by WELLINGTON MANAGEMENT GROUP LLP:
| Sym | Target | Class | Ownership | Change | Current shares | Change | Value | Reporting name | Form | Report period | Filing date |
|---|
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.