- Info
- Portfolio
- Significant Ownership
- Insider Ownership
Significant Ownership of Nelson Peltz
- Location
- Palm Beach, FL
- Summary
- This page shows a list of all the recent SCHEDULE 13D/G filings made by Nelson Peltz.
Follow Filing Activity
Follow Nelson Peltz and return when a new Schedule 13D/G filing changes the record on this page.
This uses the existing product follow flow to surface future filing-backed changes without guessing what they mean.
Useful next steps after a schedule filing
Use the page below that answers the next obvious question about this reporting manager or security.
- Latest 13D/G reports to compare this manager with other current ownership disclosures.
- Latest insider ownership reports if you want insider activity alongside the beneficial ownership record.
- Latest 13F portfolio filings for broader institutional context.
- Latest investment quarter holder pages when the next step is security-level holder history.
Significant Ownership of Nelson Peltz
| Sym | Company | Class | Ownership | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|---|
| WEN | The Wendy's Company | Common Stock, Par Value $.10 Per Share | 16% | $238,649,178 | +$69,472 | 30,913,106 | +0.03% | Nelson Peltz | 18 Feb 2026 |
| IVZ | INVESCO LTD | Common Stock par value $0.20 per share | 4.6% | $288,209,612 | 20,675,008 | Nelson Peltz | 20 May 2025 |
Schedules 13D/G Reported by Nelson Peltz:
| Sym | Target | Class | Ownership | Change | Current Shares | Change | Value | Reporting name | Form | Report Period | Filing Date |
|---|
* An asterisk sign (*) next to the price indicates that the price is likely invalid.