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Wellington Management Group reports 7.16% beneficial stake in TPG Inc. (TPG)

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and affiliated entities report a significant ownership stake in TPG Inc. common stock. The group discloses beneficial ownership of 11,019,487 shares, representing 7.16% of the outstanding common stock. Across the Wellington entities, all voting and dispositive authority over these shares is shared, with no sole voting or dispositive power reported. The securities are held of record by clients of various Wellington investment advisers, who have rights to dividends and sale proceeds, although no individual client is stated to hold more than five percent of the class.

Positive

  • None.

Negative

  • None.
Beneficially owned shares 11,019,487 shares Aggregate TPG Inc. common stock beneficially owned by Wellington entities
Percent of class 7.16% Portion of TPG Inc. common stock reported as beneficially owned
Shared voting power 10,856,365 shares Maximum shared voting power reported among Wellington entities
Shared dispositive power 11,019,487 shares Maximum shared power to dispose of TPG Inc. shares
Sole voting power 0 shares No sole voting authority reported by Wellington entities
Sole dispositive power 0 shares No sole dispositive authority reported by Wellington entities
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
shared voting power financial
"Shared Voting Power 10,856,365.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power financial
"Shared Dispositive Power 11,019,487.00"
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment adviser financial
"One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP - IA"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.
Schedule 13G regulatory
"The securities as to which this Schedule is filed are owned of record"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

FAQ

What percentage of TPG (TPG) shares does Wellington Management report owning?

Wellington Management Group LLP and affiliates report beneficial ownership of 7.16% of TPG Inc.’s common stock, representing an aggregate of 11,019,487 shares held on behalf of advisory clients.

How many TPG (TPG) shares are beneficially owned by Wellington entities?

Wellington entities report beneficial ownership of 11,019,487 shares of TPG Inc. common stock, with all voting and dispositive authority described as shared rather than sole among the reporting group.

Who actually holds the TPG (TPG) shares reported by Wellington?

The TPG shares are owned of record by clients of one or more Wellington investment advisers. Those clients receive dividends and sale proceeds, while Wellington exercises shared voting and dispositive power as investment adviser.

Does any single Wellington client hold over 5% of TPG (TPG) stock?

The filing states that no client is known to have the right to dividends or sale proceeds with respect to more than five percent of TPG Inc.’s common stock class referenced.

Which Wellington entities are listed as reporting persons for TPG (TPG)?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP, each linked through a holding-company and adviser structure.

What level of voting power over TPG (TPG) shares does Wellington report?

The Wellington entities report 0 shares with sole voting power and up to 10,856,365 shares with shared voting power, reflecting their role as investment advisers rather than direct owners.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





872657101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:08/14/2026