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DNOW · 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.

DNOWGEV
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.
  • DNOW
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterDNOWGEV
Q3 20202 holders, $965knone listed holders, n.a.
Q4 20203 holders, $63mnone listed holders, n.a.
Q1 20214 holders, $74mnone listed holders, n.a.
Q2 20213 holders, $59mnone listed holders, n.a.
Q3 20213 holders, $46mnone listed holders, n.a.
Q4 20213 holders, $59mnone listed holders, n.a.
Q1 20226 holders, $91mnone listed holders, n.a.
Q2 20224 holders, $65mnone listed holders, n.a.
Q3 20224 holders, $61mnone listed holders, n.a.
Q4 20223 holders, $70mnone listed holders, n.a.
Q1 20232 holders, $51mnone listed holders, n.a.
Q2 20232 holders, $46mnone listed holders, n.a.
Q3 20232 holders, $51mnone listed holders, n.a.
Q4 20232 holders, $48mnone listed holders, n.a.
Q1 20244 holders, $87m3 holders, $544m
Q2 20242 holders, $56m26 holders, $9.8bn
Q3 20242 holders, $48m31 holders, $11.9bn
Q4 20242 holders, $46m37 holders, $15.3bn
Q1 20255 holders, $79m36 holders, $14.8bn
Q2 20252 holders, $58m36 holders, $26.3bn
Q3 20253 holders, $62m35 holders, $29.5bn
Q4 20254 holders, $268m34 holders, $28.7bn
Q1 20266 holders, $311m31 holders, $36.7bn
Q2 20266 holders, $369m28 holders, $45.0bn
DNOW

Now Inc

Holders
5
Reported value
$79m
Buyers
5
Sellers
0

Breadth +5 among 95 comparable managers.

EnergyIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DNOW (3)

ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Tudor Investment Corp

Only GEV (34)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, and 9 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.

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