Holders over time
- IR
- GE
| Quarter | IR | GE |
|---|---|---|
| Q3 2020 | 13 holders, $6.1bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $7.2bn | none listed holders, n.a. |
| Q1 2021 | 14 holders, $6.9bn | none listed holders, n.a. |
| Q2 2021 | 16 holders, $7.0bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $7.8bn | 25 holders, $26.6bn |
| Q4 2021 | 13 holders, $8.8bn | 26 holders, $26.6bn |
| Q1 2022 | 12 holders, $7.5bn | 25 holders, $27.5bn |
| Q2 2022 | 12 holders, $6.3bn | 24 holders, $19.7bn |
| Q3 2022 | 12 holders, $4.2bn | 22 holders, $17.9bn |
| Q4 2022 | 18 holders, $5.1bn | 27 holders, $23.5bn |
| Q1 2023 | 23 holders, $5.9bn | 27 holders, $29.4bn |
| Q2 2023 | 21 holders, $6.7bn | 36 holders, $33.2bn |
| Q3 2023 | 19 holders, $6.4bn | 31 holders, $32.0bn |
| Q4 2023 | 17 holders, $6.8bn | 34 holders, $35.7bn |
| Q1 2024 | 17 holders, $8.1bn | 39 holders, $48.3bn |
| Q2 2024 | 15 holders, $8.9bn | 35 holders, $44.2bn |
| Q3 2024 | 12 holders, $9.7bn | 33 holders, $50.4bn |
| Q4 2024 | 16 holders, $8.2bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $6.9bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $7.2bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $6.2bn | 35 holders, $67.3bn |
| Q1 2026 | 12 holders, $9.5bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $9.2bn | 33 holders, $76.9bn |
Ingersoll Rand Inc
- Holders
- 15
- Reported value
- $8.9bn
- Buyers
- 3
- Sellers
- 12
Breadth -9 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 (13)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only GE (22)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Dodge & Cox, Egerton Capital UK LLP, Invesco Ltd, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, 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, 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.