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OTIS · GEV 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.

OTISGEV
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.
  • OTIS
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterOTISGEV
Q3 202025 holders, $3.8bnnone listed holders, n.a.
Q4 202027 holders, $4.0bnnone listed holders, n.a.
Q1 202126 holders, $4.5bnnone listed holders, n.a.
Q2 202130 holders, $5.5bnnone listed holders, n.a.
Q3 202124 holders, $5.6bnnone listed holders, n.a.
Q4 202127 holders, $6.3bnnone listed holders, n.a.
Q1 202230 holders, $5.1bnnone listed holders, n.a.
Q2 202222 holders, $3.8bnnone listed holders, n.a.
Q3 202222 holders, $3.3bnnone listed holders, n.a.
Q4 202228 holders, $4.3bnnone listed holders, n.a.
Q1 202324 holders, $4.6bnnone listed holders, n.a.
Q2 202320 holders, $4.9bnnone listed holders, n.a.
Q3 202319 holders, $4.5bnnone listed holders, n.a.
Q4 202317 holders, $4.9bnnone listed holders, n.a.
Q1 202421 holders, $4.8bn3 holders, $544m
Q2 202416 holders, $4.4bn26 holders, $9.8bn
Q3 202417 holders, $4.7bn31 holders, $11.9bn
Q4 202416 holders, $4.0bn37 holders, $15.3bn
Q1 202518 holders, $4.3bn36 holders, $14.8bn
Q2 202527 holders, $5.1bn36 holders, $26.3bn
Q3 202530 holders, $4.9bn35 holders, $29.5bn
Q4 202529 holders, $4.7bn34 holders, $28.7bn
Q1 202626 holders, $4.0bn31 holders, $36.7bn
Q2 202623 holders, $3.5bn28 holders, $45.0bn
OTIS

Otis Worldwide Corp

Holders
17
Reported value
$4.7bn
Buyers
7
Sellers
9

Breadth -2 among 94 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
31
Reported value
$11.9bn
Buyers
13
Sellers
20

Breadth -7 among 94 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only OTIS (6)

Caxton Associates LLP, First Eagle Investment Management LLC, Man Group PLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC

Only GEV (20)

AQR Capital Management LLC, Bridgewater Associates LP, Coatue Management LLC, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Light Street Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC

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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