Holders over time
Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
- DCI
- GEV
| Quarter | DCI | GEV |
|---|---|---|
| Q3 2020 | 7 holders, $199m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $203m | none listed holders, n.a. |
| Q1 2021 | 7 holders, $164m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $195m | none listed holders, n.a. |
| Q3 2021 | 7 holders, $205m | none listed holders, n.a. |
| Q4 2021 | 11 holders, $215m | none listed holders, n.a. |
| Q1 2022 | 12 holders, $156m | none listed holders, n.a. |
| Q2 2022 | 12 holders, $147m | none listed holders, n.a. |
| Q3 2022 | 7 holders, $105m | none listed holders, n.a. |
| Q4 2022 | 8 holders, $154m | none listed holders, n.a. |
| Q1 2023 | 11 holders, $201m | none listed holders, n.a. |
| Q2 2023 | 10 holders, $206m | none listed holders, n.a. |
| Q3 2023 | 6 holders, $180m | none listed holders, n.a. |
| Q4 2023 | 8 holders, $221m | none listed holders, n.a. |
| Q1 2024 | 10 holders, $248m | 3 holders, $544m |
| Q2 2024 | 9 holders, $254m | 26 holders, $9.8bn |
| Q3 2024 | 11 holders, $268m | 31 holders, $11.9bn |
| Q4 2024 | 7 holders, $256m | 37 holders, $15.3bn |
| Q1 2025 | 9 holders, $259m | 36 holders, $14.8bn |
| Q2 2025 | 9 holders, $183m | 36 holders, $26.3bn |
| Q3 2025 | 9 holders, $209m | 35 holders, $29.5bn |
| Q4 2025 | 11 holders, $295m | 34 holders, $28.7bn |
| Q1 2026 | 7 holders, $227m | 31 holders, $36.7bn |
| Q2 2026 | 10 holders, $313m | 28 holders, $45.0bn |
DCI
Donaldson Inc
- Holders
- 8
- Reported value
- $221m
- Buyers
- 4
- Sellers
- 3
Breadth +1 among 93 comparable managers.
GEV
Ge Vernova Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Who holds both, Q4 2023
Among the 8 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
Both (0)
No tracked manager lists every one of them.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.