Holders over time
- EME
- GE
| Quarter | EME | GE |
|---|---|---|
| Q3 2020 | 6 holders, $108m | none listed holders, n.a. |
| Q4 2020 | 5 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 5 holders, $130m | none listed holders, n.a. |
| Q2 2021 | 4 holders, $127m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $117m | 25 holders, $26.6bn |
| Q4 2021 | 5 holders, $136m | 26 holders, $26.6bn |
| Q1 2022 | 5 holders, $95m | 25 holders, $27.5bn |
| Q2 2022 | 8 holders, $109m | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $132m | 22 holders, $17.9bn |
| Q4 2022 | 6 holders, $155m | 27 holders, $23.5bn |
| Q1 2023 | 11 holders, $674m | 27 holders, $29.4bn |
| Q2 2023 | 11 holders, $907m | 36 holders, $33.2bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $32.0bn |
| Q4 2023 | 10 holders, $1.2bn | 34 holders, $35.7bn |
| Q1 2024 | 11 holders, $2.4bn | 39 holders, $48.3bn |
| Q2 2024 | 9 holders, $2.3bn | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $2.2bn | 33 holders, $50.4bn |
| Q4 2024 | 14 holders, $2.5bn | 35 holders, $42.1bn |
| Q1 2025 | 9 holders, $1.7bn | 36 holders, $48.4bn |
| Q2 2025 | 11 holders, $2.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $3.3bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $2.8bn | 35 holders, $67.3bn |
| Q1 2026 | 15 holders, $3.2bn | 38 holders, $62.0bn |
| Q2 2026 | 17 holders, $3.4bn | 33 holders, $76.9bn |
Emcor Group Inc
- Holders
- 11
- Reported value
- $2.4bn
- Buyers
- 9
- Sellers
- 3
Breadth +6 among 93 comparable managers.
Ge Aerospace
- Holders
- 39
- Reported value
- $48.3bn
- Buyers
- 22
- Sellers
- 20
Breadth +2 among 93 comparable managers.
Who holds both, Q1 2024
Both (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Verition Fund Management LLC
Only EME (2)
Only GE (30)
AllianceBernstein LP, ARK Investment Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Susquehanna International Group LLP, and 5 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.