Entity type
Individual
Filer Snapshot
Nelson Peltz
CIK 0000928265. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
51
Latest filing
15 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13D/G stake for JHG. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
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No parsed 13F portfolio row yet.
Browse latest 13FLargest parsed holding
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Populates from the latest parsed 13F information table.
Open holding13D/G large stake
JHG
12 May 2026 · 17% ownership
Open 13D/GInsider / owner context
SYY
07 Jun 2021 · $1.31B
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Source: SEC Form 13F
View source filing
13F-NT filed on 15 May 2026 for CIK 0000928265.
- Parsed SEC ownership signals
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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$4.12BReporting-owner positions with enough filing detail to estimate value.
Forms 3/4/5 position value
3/4/5$4.12BEstimated from parsed Forms 3/4/5 when filings include enough share and price data.
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 MSGSHow to read these SEC ownership signals
- Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
- Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
- Business address
- 223 Sunset Avenue, Palm Beach, FL, 33480
Ownership signals
CIK-linked ownership evidence from parsed SEC filings.
1 signal
At a glance
Names, identifiers, and filing context for this profile.
1 identity field
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.
Quick read
- 3 recent 13D/G stake rows found; top row is JHG at 17% 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.
13D/G large-stake context
JHG
12 May 2026 · Ordinary Shares, $1.50 per share par value
WEN
18 Feb 2026 · Common Stock, Par Value $.10 Per Share
IVZ
20 May 2025 · Common Stock par value $0.20 per share
Forms 3/4/5 insider context
SYY
07 Jun 2021
JHG
29 Mar 2022 · 10% owner
PG
31 Aug 2021
IVZ
13 Dec 2021
Latest update
What changed recently for Nelson Peltz
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
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
51
First seen
14 Feb 2014
Latest filing
15 May 2026
Entity
Individual
Observed form types
13F-NT
4
Latest Filings
Showing the latest 12 of 51 SEC filings for Nelson Peltz.
13F-NT
13F-NT filing
- Filing date
- 15 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 17 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Aug 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 15 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 13 Nov 2024
- Reporting date
- 30 Sep 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Aug 2024
- Reporting date
- 30 Jun 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 15 May 2024
- Reporting date
- 31 Mar 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Feb 2024
- Reporting date
- 31 Dec 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-NT
13F-NT filing
- Filing date
- 14 Nov 2023
- Reporting date
- 30 Sep 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
4
4 filing
- Filing date
- 10 Oct 2023
- Reporting date
- 06 Oct 2023
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing