Holders over time
- EMR
- GEV
| Quarter | EMR | GEV |
|---|---|---|
| Q3 2020 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $3.8bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $4.4bn | none listed holders, n.a. |
| Q4 2021 | 20 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $3.3bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $2.8bn | none listed holders, n.a. |
| Q3 2022 | 28 holders, $3.1bn | none listed holders, n.a. |
| Q4 2022 | 21 holders, $4.3bn | none listed holders, n.a. |
| Q1 2023 | 26 holders, $4.3bn | none listed holders, n.a. |
| Q2 2023 | 24 holders, $4.1bn | none listed holders, n.a. |
| Q3 2023 | 20 holders, $3.8bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $4.1bn | 3 holders, $544m |
| Q2 2024 | 24 holders, $4.3bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $3.8bn | 31 holders, $11.9bn |
| Q4 2024 | 10 holders, $4.1bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $4.0bn | 36 holders, $14.8bn |
| Q2 2025 | 16 holders, $5.4bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $4.7bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $4.5bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $4.6bn | 31 holders, $36.7bn |
| Q2 2026 | 14 holders, $4.7bn | 28 holders, $45.0bn |
Emerson Elec Co
- Holders
- 19
- Reported value
- $4.1bn
- Buyers
- 11
- Sellers
- 8
Breadth +3 among 93 comparable managers.
- Holders
- 3
- Reported value
- $544m
- Buyers
- 3
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Who holds both, Q1 2024
Both (0)
No tracked manager lists every one of them.
Only EMR (19)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Wellington Management Group LLP, 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.