Filer Snapshot

Nelson Peltz

CIK 0000928265. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Individual

Total filings

52

Latest filing

12 Aug 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13D/G stake for IVZ. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Largest parsed holding

—

Populates from the latest parsed 13F information table.

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13D/G large stake

IVZ

20 May 2025 · 4.6% ownership

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Source: SEC Form 13F

13F-NT filed on 12 Aug 2026 for CIK 0000928265.

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Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

Forms 3/4/5 positions$4.12B

Reporting-owner positions with enough filing detail to estimate value.

Forms 3/4/5 position value

3/4/5
$4.12B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

SYY JHG PG IVZ WEN MSGS
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
223 Sunset Avenue, Palm Beach, FL, 33480

Filer intelligence

What SEC filings say about Nelson Peltz

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • 1 recent 13D/G stake row found; top row is IVZ at 4.6% ownership.
  • Forms 3/4/5 show insider context for SYY worth $1.31B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio No rows yet

Quarterly institutional portfolio holdings.

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13D/G stakes 1 rows

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 5 rows

Officer, director, and 10% owner holdings or transactions.

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13D/G large-stake context

IVZ

20 May 2025 · Common Stock par value $0.20 per share

4.6%
Issuer page 13D/G history

Forms 3/4/5 insider context

SYY

07 Jun 2021

$1.31B
Issuer page Owner page

JHG

29 Mar 2022 · 10% owner

$871.58M
Issuer page Owner page

PG

31 Aug 2021

$787.27M
Issuer page Owner page

IVZ

13 Dec 2021

$723.81M
Issuer page Owner page

Latest update

What changed recently for Nelson Peltz

Ownership report updated

Latest ownership report period: 26 Oct 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Oct 2026

Page type

Ownership filings

Latest period

26 Oct 2026

Ownership context was refreshed from SEC Forms 3/4/5 filed on 28 Oct 2026.

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SEC filing record

CIK 0000928265 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
52
First seen
14 Feb 2014
Latest filing
12 Aug 2026
Entity
Individual

Observed form types

13F-NT 4

CIK-linked evidence first

Nelson Peltz SEC filings Nelson Peltz 13F portfolio Nelson Peltz 13D/G history Nelson Peltz owner filings Open SEC filing index

Latest Filings

Showing the latest 12 of 52 SEC filings for Nelson Peltz.

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13F-NT

13F-NT filing

Filing date
12 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
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13F-NT

13F-NT filing

Filing date
15 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-NT

13F-NT filing

Filing date
17 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
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13F-NT

13F-NT filing

Filing date
14 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
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13F-NT

13F-NT filing

Filing date
14 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
15 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
14 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
13 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
15 May 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
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13F-NT

13F-NT filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-NT

13F-NT filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
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