Holders over time
- EXPD
- GE
| Quarter | EXPD | GE |
|---|---|---|
| Q3 2020 | 18 holders, $899m | none listed holders, n.a. |
| Q4 2020 | 11 holders, $802m | none listed holders, n.a. |
| Q1 2021 | 10 holders, $857m | none listed holders, n.a. |
| Q2 2021 | 15 holders, $1.4bn | none listed holders, n.a. |
| Q3 2021 | 12 holders, $1.1bn | 25 holders, $26.6bn |
| Q4 2021 | 9 holders, $1.1bn | 26 holders, $26.6bn |
| Q1 2022 | 19 holders, $1.2bn | 25 holders, $27.5bn |
| Q2 2022 | 11 holders, $1.1bn | 24 holders, $19.7bn |
| Q3 2022 | 11 holders, $966m | 22 holders, $17.9bn |
| Q4 2022 | 14 holders, $1.1bn | 27 holders, $23.5bn |
| Q1 2023 | 14 holders, $1.2bn | 27 holders, $29.4bn |
| Q2 2023 | 8 holders, $1.2bn | 36 holders, $33.2bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $32.0bn |
| Q4 2023 | 9 holders, $1.1bn | 34 holders, $35.7bn |
| Q1 2024 | 9 holders, $1.1bn | 39 holders, $48.3bn |
| Q2 2024 | 14 holders, $1.5bn | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $1.3bn | 33 holders, $50.4bn |
| Q4 2024 | 15 holders, $1.2bn | 35 holders, $42.1bn |
| Q1 2025 | 16 holders, $1.5bn | 36 holders, $48.4bn |
| Q2 2025 | 13 holders, $1.3bn | 33 holders, $61.9bn |
| Q3 2025 | 11 holders, $1.5bn | 31 holders, $67.0bn |
| Q4 2025 | 9 holders, $1.7bn | 35 holders, $67.3bn |
| Q1 2026 | 13 holders, $1.7bn | 38 holders, $62.0bn |
| Q2 2026 | 15 holders, $1.4bn | 33 holders, $76.9bn |
Expeditors Intl Wash Inc
- Holders
- 16
- Reported value
- $1.5bn
- Buyers
- 9
- Sellers
- 7
Breadth +2 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 (8)
Acadian Asset Management LLC, Artisan Partners LP, Caxton Associates LLP, Holocene Advisors LP, Invesco Ltd, PDT Partners LLC, Wellington Management Group LLP, Winton Group Ltd
Only EXPD (8)
Brevan Howard Capital Management LP, First Eagle Investment Management LLC, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GE (28)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, and 3 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.