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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Shake Shack Inc. (0L5R.L)

LSE - LSE Delayed price. Currency in USD

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100.30

+0.67

(+0.68%)

At close: 06:49PM BST

Major holders

Currency in USD

5.16%	% of shares held by all insiders
96.34%	% of shares held by institutions
101.58%	% of float held by institutions
390	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Blackrock Inc.	6,148,196	31 Dec 2023	15.57%	616,691,096
Vanguard Group Inc	4,467,466	31 Dec 2023	11.32%	448,106,485
12 West Capital Management Lp	1,964,884	31 Dec 2023	4.98%	197,086,505
Gilder, Gagnon, Howe & Co.	1,704,721	31 Dec 2023	4.32%	170,991,012
Engaged Capital, LLC	1,367,231	31 Dec 2023	3.46%	137,139,281
State Street Corporation	1,359,690	31 Dec 2023	3.44%	136,382,886
Invesco Ltd.	1,319,363	31 Dec 2023	3.34%	132,337,910
Champlain Investment Partners, LLC	1,249,100	31 Dec 2023	3.16%	125,290,223
Van Berkom & Associates Inc.	1,107,118	31 Dec 2023	2.80%	111,048,804
Wellington Management Group, LLP	976,020	31 Dec 2023	2.47%	97,899,098

Holder	Shares	Date reported	% out	Value
iShares Core S&P Smallcap ETF	2,550,653	29 Feb 2024	6.46%	255,841,712
Vanguard Total Stock Market Index Fund	1,171,547	31 Dec 2023	2.97%	117,511,316
Vanguard Small-Cap Index Fund	954,612	31 Dec 2023	2.42%	95,751,781
iShares Russell 2000 ETF	917,379	29 Feb 2024	2.32%	92,017,147
Vanguard Extended Market Index Fund	552,345	31 Dec 2023	1.40%	55,402,632
Vanguard Small-Cap Growth Index Fund	533,328	31 Dec 2023	1.35%	53,495,143
Advisors Inner Circle Fund II-Champlain Small Company Fund	520,000	31 Dec 2023	1.32%	52,158,286
Fidelity Small Cap Index Fund	381,896	31 Jan 2024	0.97%	38,305,848
iShares S&P Small-Cap 600 Growth ETF	368,788	29 Feb 2024	0.93%	36,991,058
Wasatch Small Cap Growth Fund	350,362	31 Dec 2023	0.89%	35,142,849