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OTIS · GE in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

OTISGE
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • OTIS
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterOTISGE
Q3 202025 holders, $3.8bnnone listed holders, n.a.
Q4 202027 holders, $4.0bnnone listed holders, n.a.
Q1 202126 holders, $4.5bnnone listed holders, n.a.
Q2 202130 holders, $5.5bnnone listed holders, n.a.
Q3 202124 holders, $5.6bn25 holders, $26.6bn
Q4 202127 holders, $6.3bn26 holders, $26.6bn
Q1 202230 holders, $5.1bn25 holders, $27.5bn
Q2 202222 holders, $3.8bn24 holders, $19.7bn
Q3 202222 holders, $3.3bn22 holders, $17.9bn
Q4 202228 holders, $4.3bn27 holders, $23.5bn
Q1 202324 holders, $4.6bn27 holders, $29.4bn
Q2 202320 holders, $4.9bn36 holders, $33.2bn
Q3 202319 holders, $4.5bn31 holders, $32.0bn
Q4 202317 holders, $4.9bn34 holders, $35.7bn
Q1 202421 holders, $4.8bn39 holders, $48.3bn
Q2 202416 holders, $4.4bn35 holders, $44.2bn
Q3 202417 holders, $4.7bn33 holders, $50.4bn
Q4 202416 holders, $4.0bn35 holders, $42.1bn
Q1 202518 holders, $4.3bn36 holders, $48.4bn
Q2 202527 holders, $5.1bn33 holders, $61.9bn
Q3 202530 holders, $4.9bn31 holders, $67.0bn
Q4 202529 holders, $4.7bn35 holders, $67.3bn
Q1 202626 holders, $4.0bn38 holders, $62.0bn
Q2 202623 holders, $3.5bn33 holders, $76.9bn
OTIS

Otis Worldwide Corp

Holders
17
Reported value
$4.9bn
Buyers
6
Sellers
11

Breadth -5 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GE

Ge Aerospace

Holders
34
Reported value
$35.7bn
Buyers
18
Sellers
15

Breadth +3 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q4 2023

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OTIS (8)

First Eagle Investment Management LLC, Holocene Advisors LP, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC, Wellington Management Group LLP

Only GE (25)

Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Verition Fund Management LLC, Viking Global Investors LP, Winton Group Ltd, Woodline Partners LP

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.

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