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HTO · GEV 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.

HTOGEV
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.
  • HTO
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterHTOGEV
Q3 20203 holders, $55mnone listed holders, n.a.
Q4 20203 holders, $56mnone listed holders, n.a.
Q1 20211 holders, $8.2mnone listed holders, n.a.
Q2 20211 holders, $8.2mnone listed holders, n.a.
Q3 20212 holders, $41mnone listed holders, n.a.
Q4 20213 holders, $44mnone listed holders, n.a.
Q1 20222 holders, $11mnone listed holders, n.a.
Q2 20221 holders, $7.7mnone listed holders, n.a.
Q3 20222 holders, $16mnone listed holders, n.a.
Q4 20224 holders, $52mnone listed holders, n.a.
Q1 20233 holders, $40mnone listed holders, n.a.
Q2 20232 holders, $20mnone listed holders, n.a.
Q3 20232 holders, $17mnone listed holders, n.a.
Q4 20232 holders, $19mnone listed holders, n.a.
Q1 20241 holders, $2.7m3 holders, $544m
Q2 20241 holders, $2.6m26 holders, $9.8bn
Q3 20241 holders, $2.8m31 holders, $11.9bn
Q4 20241 holders, $2.4m37 holders, $15.3bn
Q1 20251 holders, $3.2m36 holders, $14.8bn
Q2 20252 holders, $29m36 holders, $26.3bn
Q3 20251 holders, $3.0m35 holders, $29.5bn
Q4 20251 holders, $3.0m34 holders, $28.7bn
Q1 20264 holders, $86m31 holders, $36.7bn
Q2 20264 holders, $89m28 holders, $45.0bn
HTO

SJW Group

Holders
1
Reported value
$2.6m
Buyers
0
Sellers
0

Breadth 0 among 94 comparable managers.

UtilitiesEnergy and power infrastructure · L3VLUP
GEV

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.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2024

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only HTO (0)

None.

Only GEV (25)

AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), Holocene Advisors LP, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP, Winton Group Ltd

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.

Back to the 13F Explorer →