Holders over time
- GE
- GEV
| Quarter | GE | GEV |
|---|---|---|
| Q3 2021 | 25 holders, $26.6bn | none listed holders, n.a. |
| Q4 2021 | 26 holders, $26.6bn | none listed holders, n.a. |
| Q1 2022 | 25 holders, $27.5bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $19.7bn | none listed holders, n.a. |
| Q3 2022 | 22 holders, $17.9bn | none listed holders, n.a. |
| Q4 2022 | 27 holders, $23.5bn | none listed holders, n.a. |
| Q1 2023 | 27 holders, $29.4bn | none listed holders, n.a. |
| Q2 2023 | 36 holders, $33.2bn | none listed holders, n.a. |
| Q3 2023 | 31 holders, $32.0bn | none listed holders, n.a. |
| Q4 2023 | 34 holders, $35.7bn | none listed holders, n.a. |
| Q1 2024 | 39 holders, $48.3bn | 3 holders, $544m |
| Q2 2024 | 35 holders, $44.2bn | 26 holders, $9.8bn |
| Q3 2024 | 33 holders, $50.4bn | 31 holders, $11.9bn |
| Q4 2024 | 35 holders, $42.1bn | 37 holders, $15.3bn |
| Q1 2025 | 36 holders, $48.4bn | 36 holders, $14.8bn |
| Q2 2025 | 33 holders, $61.9bn | 36 holders, $26.3bn |
| Q3 2025 | 31 holders, $67.0bn | 35 holders, $29.5bn |
| Q4 2025 | 35 holders, $67.3bn | 34 holders, $28.7bn |
| Q1 2026 | 38 holders, $62.0bn | 31 holders, $36.7bn |
| Q2 2026 | 33 holders, $76.9bn | 28 holders, $45.0bn |
Ge Aerospace
- Holders
- 35
- Reported value
- $44.2bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 94 comparable managers.
Ge Vernova Inc
- Holders
- 26
- Reported value
- $9.8bn
- Buyers
- 26
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Who holds both, Q2 2024
Both (17)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd
Only GE (18)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Two Sigma Advisers LP, Verition Fund Management LLC, 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.