Holders over time
- EMR
- GEV
| Quarter | EMR | GEV |
|---|---|---|
| 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 | none listed holders, n.a. |
| Q4 2021 | 20 holders, $3.7bn | none listed holders, n.a. |
| Q1 2022 | 21 holders, $3.3bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $2.8bn | none listed holders, n.a. |
| Q3 2022 | 28 holders, $3.1bn | none listed holders, n.a. |
| Q4 2022 | 21 holders, $4.3bn | none listed holders, n.a. |
| Q1 2023 | 26 holders, $4.3bn | none listed holders, n.a. |
| Q2 2023 | 24 holders, $4.1bn | none listed holders, n.a. |
| Q3 2023 | 20 holders, $3.8bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $4.1bn | 3 holders, $544m |
| Q2 2024 | 24 holders, $4.3bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $3.8bn | 31 holders, $11.9bn |
| Q4 2024 | 10 holders, $4.1bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $4.0bn | 36 holders, $14.8bn |
| Q2 2025 | 16 holders, $5.4bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $4.7bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $4.5bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $4.6bn | 31 holders, $36.7bn |
| Q2 2026 | 14 holders, $4.7bn | 28 holders, $45.0bn |
Emerson Elec Co
- Holders
- 11
- Reported value
- $4.0bn
- Buyers
- 9
- Sellers
- 2
Breadth +7 among 95 comparable managers.
Ge Vernova Inc
- Holders
- 36
- Reported value
- $14.8bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 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 GEV (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital 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.