Holders over time
- LEN
- GE
| Quarter | LEN | GE |
|---|---|---|
| Q3 2020 | 13 holders, $3.3bn | none listed holders, n.a. |
| Q4 2020 | 10 holders, $3.1bn | none listed holders, n.a. |
| Q1 2021 | 10 holders, $4.3bn | none listed holders, n.a. |
| Q2 2021 | 10 holders, $3.8bn | none listed holders, n.a. |
| Q3 2021 | 7 holders, $3.4bn | 25 holders, $26.6bn |
| Q4 2021 | 16 holders, $4.1bn | 26 holders, $26.6bn |
| Q1 2022 | 18 holders, $2.7bn | 25 holders, $27.5bn |
| Q2 2022 | 12 holders, $2.2bn | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $3.6bn | 22 holders, $17.9bn |
| Q4 2022 | 14 holders, $5.2bn | 27 holders, $23.5bn |
| Q1 2023 | 19 holders, $5.9bn | 27 holders, $29.4bn |
| Q2 2023 | 25 holders, $6.1bn | 36 holders, $33.2bn |
| Q3 2023 | 25 holders, $5.1bn | 31 holders, $32.0bn |
| Q4 2023 | 26 holders, $6.4bn | 34 holders, $35.7bn |
| Q1 2024 | 26 holders, $7.2bn | 39 holders, $48.3bn |
| Q2 2024 | 25 holders, $6.1bn | 35 holders, $44.2bn |
| Q3 2024 | 26 holders, $6.8bn | 33 holders, $50.4bn |
| Q4 2024 | 22 holders, $4.1bn | 35 holders, $42.1bn |
| Q1 2025 | 24 holders, $3.0bn | 36 holders, $48.4bn |
| Q2 2025 | 19 holders, $3.0bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $3.1bn | 31 holders, $67.0bn |
| Q4 2025 | 21 holders, $2.4bn | 35 holders, $67.3bn |
| Q1 2026 | 13 holders, $2.2bn | 38 holders, $62.0bn |
| Q2 2026 | 12 holders, $2.3bn | 33 holders, $76.9bn |
Lennar Corp
- Holders
- 26
- Reported value
- $6.8bn
- Buyers
- 13
- Sellers
- 14
Breadth -1 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 (18)
Acadian Asset Management LLC, AQR Capital Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd
Only LEN (8)
Arrowstreet Capital LP, D1 Capital Partners LP, Discovery Capital Management LLC, Lone Pine Capital LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only GE (15)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, ExodusPoint Capital Management LP, 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, Two Sigma Advisers LP
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.