Wellington Group discloses 7.3% National Vision (EYE) stake in 13G/A filing
Rhea-AI Filing Summary
National Vision Holdings, Inc. (EYE) received an updated large‑holder disclosure from Wellington-affiliated entities. Wellington Management Group LLP and related entities report beneficial ownership of 5,783,699 shares of National Vision common stock, representing about 7.29% of the outstanding class as of the event date.
The filing shows no sole voting or dispositive power; voting power over 2,760,987 shares and dispositive power over 5,783,699 shares are held on a shared basis among Wellington entities. The securities are held of record by clients of Wellington investment advisers, whose clients receive dividends and sale proceeds.
Wellington certifies the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of National Vision, other than activities solely in connection with certain nomination rules.
Positive
- None.
Negative
- None.
FAQ
What ownership stake does Wellington report in National Vision Holdings (EYE)?
Wellington-affiliated entities report beneficial ownership of 5,783,699 shares of National Vision common stock, representing approximately 7.29% of the class. This makes Wellington a significant institutional holder with more than five percent of the company’s outstanding common shares.
Which Wellington entities are reporting ownership in National Vision Holdings (EYE)?
The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These entities are part of a parent holding and investment adviser structure controlling the relevant investment advisers.
How much voting and dispositive power does Wellington have over EYE shares?
The filing shows no sole voting or dispositive power. Wellington entities report shared voting power over 2,760,987 shares and shared dispositive power over 5,783,699 shares, indicating decisions are made collectively for client accounts rather than individually.
Who actually owns the National Vision (EYE) shares reported by Wellington?
The securities are owned of record by clients of one or more Wellington investment advisers. These clients have the right to receive dividends and sale proceeds, while Wellington reports beneficial ownership due to its advisory and control relationships over those client accounts.
Is Wellington’s stake in National Vision (EYE) a passive investment?
The filing certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of National Vision, other than activities solely in connection with a specific nomination rule provision.
When was the ownership event triggering Wellington’s Schedule 13G/A for EYE?
The date of the event requiring this ownership statement is listed as December 31, 2025. The Schedule 13G/A (Amendment No. 1) updates Wellington’s reported beneficial ownership of National Vision common stock as of that date.