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LEN · 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.

LENGE
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.
  • LEN
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterLENGE
Q3 202013 holders, $3.3bnnone listed holders, n.a.
Q4 202010 holders, $3.1bnnone listed holders, n.a.
Q1 202110 holders, $4.3bnnone listed holders, n.a.
Q2 202110 holders, $3.8bnnone listed holders, n.a.
Q3 20217 holders, $3.4bn25 holders, $26.6bn
Q4 202116 holders, $4.1bn26 holders, $26.6bn
Q1 202218 holders, $2.7bn25 holders, $27.5bn
Q2 202212 holders, $2.2bn24 holders, $19.7bn
Q3 20228 holders, $3.6bn22 holders, $17.9bn
Q4 202214 holders, $5.2bn27 holders, $23.5bn
Q1 202319 holders, $5.9bn27 holders, $29.4bn
Q2 202325 holders, $6.1bn36 holders, $33.2bn
Q3 202325 holders, $5.1bn31 holders, $32.0bn
Q4 202326 holders, $6.4bn34 holders, $35.7bn
Q1 202426 holders, $7.2bn39 holders, $48.3bn
Q2 202425 holders, $6.1bn35 holders, $44.2bn
Q3 202426 holders, $6.8bn33 holders, $50.4bn
Q4 202422 holders, $4.1bn35 holders, $42.1bn
Q1 202524 holders, $3.0bn36 holders, $48.4bn
Q2 202519 holders, $3.0bn33 holders, $61.9bn
Q3 202514 holders, $3.1bn31 holders, $67.0bn
Q4 202521 holders, $2.4bn35 holders, $67.3bn
Q1 202613 holders, $2.2bn38 holders, $62.0bn
Q2 202612 holders, $2.3bn33 holders, $76.9bn
LEN

Lennar Corp

Holders
26
Reported value
$7.2bn
Buyers
14
Sellers
13

Breadth +1 among 93 comparable managers.

Industrials
GE

Ge Aerospace

Holders
39
Reported value
$48.3bn
Buyers
22
Sellers
20

Breadth +2 among 93 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q1 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LEN (6)

Arrowstreet Capital LP, D1 Capital Partners LP, Eisler Capital Management Ltd, Janus Henderson Group Ltd, Wellington Management Group LLP, Woodline Partners LP

Only GE (19)

AllianceBernstein LP, ARK Investment Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Davidson Kempner Capital Management LP, Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Hudson Bay Capital Management LP, Jane Street Group LLC, Maverick Capital Ltd, Point72 Asset Management LP, Soros Fund Management LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Viking Global Investors 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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