Schedule 13G
The shorter ownership disclosure available to passive and institutional investors above the same threshold.
Updated 2026-07-26
Schedule 13G covers the same event as a 13D — crossing a large ownership threshold — but on a lighter form and a longer clock, and only for investors who qualify as passive or fall into certain institutional categories.
The practical consequence is timing. A holder who files a 13G may report a position weeks or months after acquiring it, so the absence of a large holder from recent filings does not mean the holding is recent.
An investor who stops being passive must switch to a 13D. A change of form for the same holder is itself informative, and it is visible only if you look at the filing history rather than the latest document.
Related terms
3 entries- Beneficial ownership
- The count of securities a person can vote or dispose of, which is not the same as the number registered in their name.
- Disclosure lag
- The gap between the date something happened and the date it became public.
- Schedule 13D
- A filing by an investor who crosses a large ownership threshold in a company and does not qualify as passive.