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SXI · 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.

SXIGE
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.
  • SXI
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterSXIGE
Q3 20201 holders, $4.8mnone listed holders, n.a.
Q4 20201 holders, $6.3mnone listed holders, n.a.
Q1 20211 holders, $7.8mnone listed holders, n.a.
Q2 20211 holders, $7.7mnone listed holders, n.a.
Q3 20211 holders, $8.0m25 holders, $26.6bn
Q4 20211 holders, $9.1m26 holders, $26.6bn
Q1 20221 holders, $8.2m25 holders, $27.5bn
Q2 20221 holders, $7.0m24 holders, $19.7bn
Q3 20221 holders, $6.7m22 holders, $17.9bn
Q4 20221 holders, $8.4m27 holders, $23.5bn
Q1 20231 holders, $10m27 holders, $29.4bn
Q2 20232 holders, $80m36 holders, $33.2bn
Q3 20232 holders, $120m31 holders, $32.0bn
Q4 20232 holders, $145m34 holders, $35.7bn
Q1 20242 holders, $173m39 holders, $48.3bn
Q2 20242 holders, $150m35 holders, $44.2bn
Q3 20242 holders, $178m33 holders, $50.4bn
Q4 20242 holders, $185m35 holders, $42.1bn
Q1 20252 holders, $162m36 holders, $48.4bn
Q2 20252 holders, $153m33 holders, $61.9bn
Q3 20252 holders, $211m31 holders, $67.0bn
Q4 20252 holders, $192m35 holders, $67.3bn
Q1 20263 holders, $285m38 holders, $62.0bn
Q2 20264 holders, $409m33 holders, $76.9bn
SXI

Standex Intl Corp

Holders
2
Reported value
$145m
Buyers
1
Sellers
1

Breadth 0 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 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SXI (1)

Neuberger Berman Group LLC

Only GE (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, and 8 more

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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