Holders over time
- FDX
- GE
| Quarter | FDX | GE |
|---|---|---|
| Q3 2020 | 26 holders, $12.2bn | none listed holders, n.a. |
| Q4 2020 | 22 holders, $10.6bn | none listed holders, n.a. |
| Q1 2021 | 28 holders, $11.4bn | none listed holders, n.a. |
| Q2 2021 | 25 holders, $11.9bn | none listed holders, n.a. |
| Q3 2021 | 26 holders, $8.2bn | 25 holders, $26.6bn |
| Q4 2021 | 30 holders, $10.7bn | 26 holders, $26.6bn |
| Q1 2022 | 20 holders, $8.6bn | 25 holders, $27.5bn |
| Q2 2022 | 22 holders, $8.5bn | 24 holders, $19.7bn |
| Q3 2022 | 18 holders, $5.0bn | 22 holders, $17.9bn |
| Q4 2022 | 23 holders, $17.6bn | 27 holders, $23.5bn |
| Q1 2023 | 27 holders, $8.7bn | 27 holders, $29.4bn |
| Q2 2023 | 30 holders, $8.0bn | 36 holders, $33.2bn |
| Q3 2023 | 30 holders, $8.5bn | 31 holders, $32.0bn |
| Q4 2023 | 29 holders, $7.3bn | 34 holders, $35.7bn |
| Q1 2024 | 25 holders, $7.9bn | 39 holders, $48.3bn |
| Q2 2024 | 25 holders, $9.0bn | 35 holders, $44.2bn |
| Q3 2024 | 22 holders, $7.2bn | 33 holders, $50.4bn |
| Q4 2024 | 24 holders, $7.5bn | 35 holders, $42.1bn |
| Q1 2025 | 21 holders, $5.2bn | 36 holders, $48.4bn |
| Q2 2025 | 19 holders, $5.9bn | 33 holders, $61.9bn |
| Q3 2025 | 22 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 21 holders, $9.2bn | 35 holders, $67.3bn |
| Q1 2026 | 31 holders, $10.9bn | 38 holders, $62.0bn |
| Q2 2026 | 28 holders, $8.5bn | 33 holders, $76.9bn |
Fedex Corp
- Holders
- 25
- Reported value
- $9.0bn
- Buyers
- 16
- Sellers
- 11
Breadth +5 among 94 comparable managers.
Ge Aerospace
- Holders
- 35
- Reported value
- $44.2bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (17)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Millennium Management LLC, Moore Capital Management LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only FDX (8)
Appaloosa LP, Brevan Howard Capital Management LP, Hudson Bay Capital Management LP, Markel Group Inc, Maverick Capital Ltd, Point72 Asset Management LP, Southeastern Asset Management Inc, Squarepoint Ops LLC
Only GE (18)
Acadian Asset Management LLC, ARK Investment Management LLC, Capital Research Global Investors, Capital World Investors, Egerton Capital UK LLP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
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.