Holders over time
- EMR
- GE
| Quarter | EMR | GE |
|---|---|---|
| Q3 2020 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $3.8bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $4.4bn | 25 holders, $26.6bn |
| Q4 2021 | 20 holders, $3.7bn | 26 holders, $26.6bn |
| Q1 2022 | 21 holders, $3.3bn | 25 holders, $27.5bn |
| Q2 2022 | 24 holders, $2.8bn | 24 holders, $19.7bn |
| Q3 2022 | 28 holders, $3.1bn | 22 holders, $17.9bn |
| Q4 2022 | 21 holders, $4.3bn | 27 holders, $23.5bn |
| Q1 2023 | 26 holders, $4.3bn | 27 holders, $29.4bn |
| Q2 2023 | 24 holders, $4.1bn | 36 holders, $33.2bn |
| Q3 2023 | 20 holders, $3.8bn | 31 holders, $32.0bn |
| Q4 2023 | 18 holders, $3.5bn | 34 holders, $35.7bn |
| Q1 2024 | 19 holders, $4.1bn | 39 holders, $48.3bn |
| Q2 2024 | 24 holders, $4.3bn | 35 holders, $44.2bn |
| Q3 2024 | 14 holders, $3.8bn | 33 holders, $50.4bn |
| Q4 2024 | 10 holders, $4.1bn | 35 holders, $42.1bn |
| Q1 2025 | 11 holders, $4.0bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $5.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $4.7bn | 31 holders, $67.0bn |
| Q4 2025 | 14 holders, $4.5bn | 35 holders, $67.3bn |
| Q1 2026 | 16 holders, $4.6bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $4.7bn | 33 holders, $76.9bn |
Emerson Elec Co
- Holders
- 11
- Reported value
- $4.0bn
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Ge Aerospace
- Holders
- 36
- Reported value
- $48.4bn
- Buyers
- 17
- Sellers
- 20
Breadth -3 among 95 comparable managers.
Who holds both, Q1 2025
Both (9)
AllianceBernstein LP, Capital Research Global Investors, Capital World Investors, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only EMR (2)
Only GE (27)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, and 2 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.