Holders over time
- AME
- GE
| Quarter | AME | GE |
|---|---|---|
| Q3 2020 | 20 holders, $3.2bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $4.1bn | none listed holders, n.a. |
| Q1 2021 | 21 holders, $3.9bn | none listed holders, n.a. |
| Q2 2021 | 21 holders, $4.1bn | none listed holders, n.a. |
| Q3 2021 | 27 holders, $4.2bn | 25 holders, $26.6bn |
| Q4 2021 | 28 holders, $4.7bn | 26 holders, $26.6bn |
| Q1 2022 | 26 holders, $4.3bn | 25 holders, $27.5bn |
| Q2 2022 | 32 holders, $3.6bn | 24 holders, $19.7bn |
| Q3 2022 | 30 holders, $3.8bn | 22 holders, $17.9bn |
| Q4 2022 | 28 holders, $4.9bn | 27 holders, $23.5bn |
| Q1 2023 | 27 holders, $5.8bn | 27 holders, $29.4bn |
| Q2 2023 | 25 holders, $6.4bn | 36 holders, $33.2bn |
| Q3 2023 | 28 holders, $5.7bn | 31 holders, $32.0bn |
| Q4 2023 | 22 holders, $5.9bn | 34 holders, $35.7bn |
| Q1 2024 | 23 holders, $6.2bn | 39 holders, $48.3bn |
| Q2 2024 | 24 holders, $6.3bn | 35 holders, $44.2bn |
| Q3 2024 | 22 holders, $6.3bn | 33 holders, $50.4bn |
| Q4 2024 | 26 holders, $6.3bn | 35 holders, $42.1bn |
| Q1 2025 | 25 holders, $5.5bn | 36 holders, $48.4bn |
| Q2 2025 | 31 holders, $6.0bn | 33 holders, $61.9bn |
| Q3 2025 | 32 holders, $6.2bn | 31 holders, $67.0bn |
| Q4 2025 | 31 holders, $7.3bn | 35 holders, $67.3bn |
| Q1 2026 | 34 holders, $7.1bn | 38 holders, $62.0bn |
| Q2 2026 | 34 holders, $7.6bn | 33 holders, $76.9bn |
Ametek Inc
- Holders
- 22
- Reported value
- $6.3bn
- Buyers
- 12
- Sellers
- 12
Breadth 0 among 94 comparable managers.
Ge Aerospace
- Holders
- 33
- Reported value
- $50.4bn
- Buyers
- 13
- Sellers
- 18
Breadth -5 among 94 comparable managers.
Who holds both, Q3 2024
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Brevan Howard Capital Management LP, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
Only AME (5)
D1 Capital Partners LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GE (16)
AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, 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.