Holders over time
- DHI
- GE
| Quarter | DHI | GE |
|---|---|---|
| Q3 2020 | 22 holders, $4.9bn | none listed holders, n.a. |
| Q4 2020 | 21 holders, $4.2bn | none listed holders, n.a. |
| Q1 2021 | 21 holders, $5.3bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.5bn | none listed holders, n.a. |
| Q3 2021 | 22 holders, $4.4bn | 25 holders, $26.6bn |
| Q4 2021 | 21 holders, $5.4bn | 26 holders, $26.6bn |
| Q1 2022 | 17 holders, $4.0bn | 25 holders, $27.5bn |
| Q2 2022 | 14 holders, $4.3bn | 24 holders, $19.7bn |
| Q3 2022 | 14 holders, $5.2bn | 22 holders, $17.9bn |
| Q4 2022 | 12 holders, $7.9bn | 27 holders, $23.5bn |
| Q1 2023 | 14 holders, $7.9bn | 27 holders, $29.4bn |
| Q2 2023 | 19 holders, $9.2bn | 36 holders, $33.2bn |
| Q3 2023 | 31 holders, $7.3bn | 31 holders, $32.0bn |
| Q4 2023 | 31 holders, $8.9bn | 34 holders, $35.7bn |
| Q1 2024 | 24 holders, $8.1bn | 39 holders, $48.3bn |
| Q2 2024 | 28 holders, $6.8bn | 35 holders, $44.2bn |
| Q3 2024 | 19 holders, $7.9bn | 33 holders, $50.4bn |
| Q4 2024 | 23 holders, $5.3bn | 35 holders, $42.1bn |
| Q1 2025 | 25 holders, $4.9bn | 36 holders, $48.4bn |
| Q2 2025 | 24 holders, $5.5bn | 33 holders, $61.9bn |
| Q3 2025 | 11 holders, $8.7bn | 31 holders, $67.0bn |
| Q4 2025 | 15 holders, $8.4bn | 35 holders, $67.3bn |
| Q1 2026 | 14 holders, $8.4bn | 38 holders, $62.0bn |
| Q2 2026 | 19 holders, $10.2bn | 33 holders, $76.9bn |
D R Horton Inc
- Holders
- 19
- Reported value
- $7.9bn
- Buyers
- 9
- Sellers
- 12
Breadth -3 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 (15)
AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Two Sigma Advisers LP, Winton Group Ltd
Only DHI (4)
Arrowstreet Capital LP, Jane Street Group LLC, Soros Fund Management LLC, Voloridge Investment Management LLC
Only GE (18)
Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Wellington Management Group LLP
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.