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IEX · GE 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.

IEXGE
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.
  • IEX
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterIEXGE
Q3 202018 holders, $3.3bnnone listed holders, n.a.
Q4 202018 holders, $3.2bnnone listed holders, n.a.
Q1 202115 holders, $3.4bnnone listed holders, n.a.
Q2 202112 holders, $3.3bnnone listed holders, n.a.
Q3 202110 holders, $2.9bn25 holders, $26.6bn
Q4 202114 holders, $3.4bn26 holders, $26.6bn
Q1 202218 holders, $2.5bn25 holders, $27.5bn
Q2 202218 holders, $2.5bn24 holders, $19.7bn
Q3 202216 holders, $2.5bn22 holders, $17.9bn
Q4 202215 holders, $2.9bn27 holders, $23.5bn
Q1 202314 holders, $3.2bn27 holders, $29.4bn
Q2 202320 holders, $2.5bn36 holders, $33.2bn
Q3 202314 holders, $2.9bn31 holders, $32.0bn
Q4 202312 holders, $2.6bn34 holders, $35.7bn
Q1 202411 holders, $3.0bn39 holders, $48.3bn
Q2 202414 holders, $2.1bn35 holders, $44.2bn
Q3 202411 holders, $2.1bn33 holders, $50.4bn
Q4 202415 holders, $2.3bn35 holders, $42.1bn
Q1 202514 holders, $1.9bn36 holders, $48.4bn
Q2 202512 holders, $2.0bn33 holders, $61.9bn
Q3 202514 holders, $1.7bn31 holders, $67.0bn
Q4 202512 holders, $1.8bn35 holders, $67.3bn
Q1 202614 holders, $1.7bn38 holders, $62.0bn
Q2 202611 holders, $1.7bn33 holders, $76.9bn
IEX

Idex Corp

Holders
11
Reported value
$2.1bn
Buyers
6
Sellers
5

Breadth +1 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GE

Ge Aerospace

Holders
33
Reported value
$50.4bn
Buyers
13
Sellers
18

Breadth -5 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q3 2024

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IEX (3)

Schonfeld Strategic Advisors LLC, Two Sigma Investments LP, Voloridge Investment Management LLC

Only GE (25)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Janus Henderson Group Ltd, Man Group PLC, 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, 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.

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