Holders over time
- DE
- GE
| Quarter | DE | GE |
|---|---|---|
| Q3 2020 | 21 holders, $8.4bn | none listed holders, n.a. |
| Q4 2020 | 27 holders, $9.4bn | none listed holders, n.a. |
| Q1 2021 | 25 holders, $11.0bn | none listed holders, n.a. |
| Q2 2021 | 27 holders, $9.7bn | none listed holders, n.a. |
| Q3 2021 | 30 holders, $9.4bn | 25 holders, $26.6bn |
| Q4 2021 | 32 holders, $9.8bn | 26 holders, $26.6bn |
| Q1 2022 | 23 holders, $11.9bn | 25 holders, $27.5bn |
| Q2 2022 | 24 holders, $8.7bn | 24 holders, $19.7bn |
| Q3 2022 | 21 holders, $9.2bn | 22 holders, $17.9bn |
| Q4 2022 | 29 holders, $11.0bn | 27 holders, $23.5bn |
| Q1 2023 | 29 holders, $10.3bn | 27 holders, $29.4bn |
| Q2 2023 | 25 holders, $9.9bn | 36 holders, $33.2bn |
| Q3 2023 | 26 holders, $9.6bn | 31 holders, $32.0bn |
| Q4 2023 | 29 holders, $10.3bn | 34 holders, $35.7bn |
| Q1 2024 | 24 holders, $11.0bn | 39 holders, $48.3bn |
| Q2 2024 | 20 holders, $11.5bn | 35 holders, $44.2bn |
| Q3 2024 | 16 holders, $14.6bn | 33 holders, $50.4bn |
| Q4 2024 | 20 holders, $15.4bn | 35 holders, $42.1bn |
| Q1 2025 | 22 holders, $17.5bn | 36 holders, $48.4bn |
| Q2 2025 | 24 holders, $18.1bn | 33 holders, $61.9bn |
| Q3 2025 | 27 holders, $15.1bn | 31 holders, $67.0bn |
| Q4 2025 | 25 holders, $17.1bn | 35 holders, $67.3bn |
| Q1 2026 | 29 holders, $20.5bn | 38 holders, $62.0bn |
| Q2 2026 | 18 holders, $22.8bn | 33 holders, $76.9bn |
Deere & Co
- Holders
- 16
- Reported value
- $14.6bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 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 (11)
AllianceBernstein LP, ARK Investment Management LLC, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only DE (5)
Baillie Gifford & Co, Eisler Capital Management Ltd, First Eagle Investment Management LLC, Harris Associates LP, Markel Group Inc
Only GE (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Holocene Advisors LP, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Verition Fund Management LLC, 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.