Holders over time
- JBHT
- GE
| Quarter | JBHT | GE |
|---|---|---|
| Q3 2020 | 17 holders, $2.2bn | none listed holders, n.a. |
| Q4 2020 | 12 holders, $2.7bn | none listed holders, n.a. |
| Q1 2021 | 9 holders, $3.6bn | none listed holders, n.a. |
| Q2 2021 | 14 holders, $3.2bn | none listed holders, n.a. |
| Q3 2021 | 7 holders, $3.2bn | 25 holders, $26.6bn |
| Q4 2021 | 9 holders, $3.8bn | 26 holders, $26.6bn |
| Q1 2022 | 16 holders, $4.0bn | 25 holders, $27.5bn |
| Q2 2022 | 18 holders, $3.0bn | 24 holders, $19.7bn |
| Q3 2022 | 17 holders, $2.5bn | 22 holders, $17.9bn |
| Q4 2022 | 15 holders, $2.7bn | 27 holders, $23.5bn |
| Q1 2023 | 16 holders, $2.6bn | 27 holders, $29.4bn |
| Q2 2023 | 12 holders, $2.3bn | 36 holders, $33.2bn |
| Q3 2023 | 14 holders, $2.6bn | 31 holders, $32.0bn |
| Q4 2023 | 14 holders, $2.8bn | 34 holders, $35.7bn |
| Q1 2024 | 10 holders, $2.6bn | 39 holders, $48.3bn |
| Q2 2024 | 12 holders, $1.7bn | 35 holders, $44.2bn |
| Q3 2024 | 12 holders, $1.4bn | 33 holders, $50.4bn |
| Q4 2024 | 13 holders, $1.8bn | 35 holders, $42.1bn |
| Q1 2025 | 17 holders, $1.5bn | 36 holders, $48.4bn |
| Q2 2025 | 13 holders, $1.5bn | 33 holders, $61.9bn |
| Q3 2025 | 10 holders, $1.5bn | 31 holders, $67.0bn |
| Q4 2025 | 16 holders, $2.7bn | 35 holders, $67.3bn |
| Q1 2026 | 14 holders, $2.6bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $3.6bn | 33 holders, $76.9bn |
Hunt J B Trans SVCS Inc
- Holders
- 12
- Reported value
- $1.4bn
- Buyers
- 8
- Sellers
- 5
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 (7)
AQR Capital Management LLC, Brevan Howard Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Winton Group Ltd
Only JBHT (5)
Hudson Bay Capital Management LP, Quantbot Technologies LP, Tudor Investment Corp, Two Sigma Investments LP, Woodline Partners LP
Only GE (26)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Verition Fund Management LLC, and 1 more
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.