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TPG: Wellington reports 11.19% ownership stake

TPG Inc. (TPG) is the subject of this Schedule 13G/A Amendment No. 9, in which several Wellington entities report beneficial ownership of a significant position in TPG common stock.

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

TPG Inc. (TPG) is the subject of this Schedule 13G/A Amendment No. 9, in which several Wellington entities report beneficial ownership of a significant position in TPG common stock. Wellington Management Group LLP, together with related holding and investment advisory affiliates, reports beneficial ownership of 17,920,770 shares of TPG common stock, representing 11.19% of the outstanding class. Voting and investment power over these shares is held on a shared basis, with no sole voting or dispositive power reported. The securities are owned of record by clients of the Wellington investment advisers, which have the right to receive dividends and sale proceeds, and no individual client is reported to hold more than five percent of the class.

Positive

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Negative

  • None.
Beneficially owned shares 17,920,770 shares TPG common stock reported as beneficially owned by Wellington-affiliated entities
Percent of class 11.19% Portion of TPG common stock class reported as beneficially owned
Shared voting power (selected entities) 16,605,464 shares Shared voting power in TPG common stock reported by several Wellington entities
Shared dispositive power (Wellington Management Company LLP) 16,502,180 shares Shares over which Wellington Management Company LLP reports shared dispositive power
Sole voting power 0 shares No sole voting power reported over TPG common stock
Sole dispositive power 0 shares No sole dispositive power reported over TPG common stock
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 16,605,464.00"
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 17,920,770.00"
parent holding company financial
"filed by Wellington Management Group LLP, as parent holding company of certain holding companies"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers")"

FAQ

How much of TPG (TPG) stock do the Wellington entities report owning?

The Wellington entities report beneficial ownership of 17,920,770 shares of TPG common stock, representing 11.19% of the outstanding class, held on behalf of advisory clients of the Wellington investment advisers.

Who are the reporting persons in this Schedule 13G/A 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, along with other Wellington investment adviser affiliates referenced in the ownership structure.

What voting power do the Wellington entities report over TPG (TPG) shares?

The Wellington entities report 0 shares with sole voting power and up to 16,605,464 shares with shared voting power, depending on the specific Wellington reporting entity, reflecting shared authority over how those shares are voted.

What dispositive power do the Wellington entities have over TPG (TPG) shares?

They report 0 shares with sole dispositive power and up to 17,920,770 shares with shared dispositive power, meaning decisions to sell or otherwise dispose of the shares are exercised jointly under their advisory arrangements.

Do Wellington’s clients individually hold more than 5% of TPG (TPG) shares?

No. The filing states that while clients of the Wellington investment advisers own the shares of record and receive dividends and sale proceeds, no such client is known to have rights over more than five percent of the TPG common stock class.

Are the TPG (TPG) shares owned directly by Wellington or by its clients?

The securities are owned of record by clients of one or more Wellington investment advisers. The Wellington entities report beneficial ownership due to their role as parent holding companies and investment advisers with shared voting and dispositive power.

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

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Learn about SEC filing dates





872657101

(CUSIP Number)
08/31/2026

(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:09/08/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:09/08/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:09/08/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:09/08/2026

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