Holders over time
- FDX
- GE
| Quarter | FDX | GE |
|---|---|---|
| Q3 2020 | 26 holders, $12.2bn | none listed holders, n.a. |
| Q4 2020 | 22 holders, $10.6bn | none listed holders, n.a. |
| Q1 2021 | 28 holders, $11.4bn | none listed holders, n.a. |
| Q2 2021 | 25 holders, $11.9bn | none listed holders, n.a. |
| Q3 2021 | 26 holders, $8.2bn | 25 holders, $26.6bn |
| Q4 2021 | 30 holders, $10.7bn | 26 holders, $26.6bn |
| Q1 2022 | 20 holders, $8.6bn | 25 holders, $27.5bn |
| Q2 2022 | 22 holders, $8.5bn | 24 holders, $19.7bn |
| Q3 2022 | 18 holders, $5.0bn | 22 holders, $17.9bn |
| Q4 2022 | 23 holders, $17.6bn | 27 holders, $23.5bn |
| Q1 2023 | 27 holders, $8.7bn | 27 holders, $29.4bn |
| Q2 2023 | 30 holders, $8.0bn | 36 holders, $33.2bn |
| Q3 2023 | 30 holders, $8.5bn | 31 holders, $32.0bn |
| Q4 2023 | 29 holders, $7.3bn | 34 holders, $35.7bn |
| Q1 2024 | 25 holders, $7.9bn | 39 holders, $48.3bn |
| Q2 2024 | 25 holders, $9.0bn | 35 holders, $44.2bn |
| Q3 2024 | 22 holders, $7.2bn | 33 holders, $50.4bn |
| Q4 2024 | 24 holders, $7.5bn | 35 holders, $42.1bn |
| Q1 2025 | 21 holders, $5.2bn | 36 holders, $48.4bn |
| Q2 2025 | 19 holders, $5.9bn | 33 holders, $61.9bn |
| Q3 2025 | 22 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 21 holders, $9.2bn | 35 holders, $67.3bn |
| Q1 2026 | 31 holders, $10.9bn | 38 holders, $62.0bn |
| Q2 2026 | 28 holders, $8.5bn | 33 holders, $76.9bn |
Fedex Corp
- Holders
- 21
- Reported value
- $5.2bn
- Buyers
- 10
- Sellers
- 14
Breadth -4 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 (13)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Invesco Ltd, Millennium Management LLC, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only FDX (8)
Brevan Howard Capital Management LP, Freestone Grove Partners LP, Markel Group Inc, Marshall Wace LLP, Point72 Asset Management LP, Soros Fund Management LLC, Southeastern Asset Management Inc, Walleye Capital LLC
Only GE (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Wellington Management Group LLP
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.