Vanguard's reduction below the 5% threshold removes a passive ownership overhang but is routine portfolio rebalancing. No further 13G amendments are required unless the stake crosses 5% again.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amended Schedule 13G disclosing a 4.88% passive stake in Lantheus Holdings as of September 30, 2026, down from the prior filing's 5%+ threshold. The filing confirms Vanguard remains a passive investor with no intent to influence control.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 3,189,870 shares of Lantheus Holdings common stock as of September 30, 2026.
- The stake represents 4.88% of shares outstanding, a decrease from the prior 13G filing where the stake was above 5%.
- The filing is an amendment to Schedule 13G, confirming passive investment intent under Rule 13d-1(b).
- Vanguard has sole dispositive power over all 3,189,870 shares and sole voting power over 60,159 shares.
Financial Impact
Stake decreased from above 5% to 4.88%; no dollar value stated in filing.
Risk Factors
- Vanguard could continue reducing its position without further public disclosure below 5%.
- No indication of activist intent; passive filing status unchanged.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001076 |
| Document: 0002100121-26-001076-index.html | 0002100121-26-001076 |
| Document: 0002100121-26-001076.txt | 0002100121-26-001076 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $100.36 | awaiting T+1 | awaiting T+1 | $100.46 (+0.10%) |
Oct 22, 2026 10d ago | 8-K | $100.10 $99.80 | ▼ −0.30% | ▲ +0.22% | $100.46 (+0.36%) |
Oct 2, 2026 4w ago | DEFA14A | $100.19 $99.95 | ▼ −0.24% | ▼ −0.79% | $100.46 (+0.27%) |
Oct 2, 2026 4w ago | 8-K | $100.19 $99.95 | ▼ −0.24% | ▼ −0.79% | $100.46 (+0.27%) |
Sep 16, 2026 6w ago | DEFA14A | $100.80 $100.55 | ▼ −0.25% | ▼ −0.38% | $100.46 (−0.34%) |
Aug 26, 2026 9w ago | PREM14A | $100.82 $100.47 | ▼ −0.35% | ▼ −1.00% | $100.46 (−0.36%) |
Aug 14, 2026 11w ago | Press Release | $100.95 $100.91 | ▼ −0.04% | ▲ +0.43% | $100.46 (−0.49%) |
Aug 6, 2026 12w ago | 8-K | $101.07 $100.95 | ▼ −0.12% | ▼ −0.73% | $100.46 (−0.60%) |
Aug 3, 2026 12w ago | 8-K / DEFA14A | $101.11 $101.50 | ▲ +0.39% | ▲ +0.59% | $100.46 (−0.64%) |
Aug 3, 2026 12w ago | DEFA14A / 8-K | $101.19 $101.11 | ▼ −0.08% | ▼ −1.88% | $100.46 (−0.72%) |
US Market Status
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