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FTV · 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.

FTVGEV
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.
  • FTV
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterFTVGEV
Q3 202021 holders, $6.9bnnone listed holders, n.a.
Q4 202019 holders, $7.2bnnone listed holders, n.a.
Q1 202115 holders, $6.7bnnone listed holders, n.a.
Q2 202119 holders, $6.4bnnone listed holders, n.a.
Q3 202119 holders, $6.2bnnone listed holders, n.a.
Q4 202115 holders, $6.2bnnone listed holders, n.a.
Q1 202222 holders, $6.1bnnone listed holders, n.a.
Q2 202218 holders, $5.4bnnone listed holders, n.a.
Q3 202216 holders, $3.4bnnone listed holders, n.a.
Q4 202216 holders, $3.6bnnone listed holders, n.a.
Q1 202317 holders, $3.9bnnone listed holders, n.a.
Q2 202313 holders, $4.4bnnone listed holders, n.a.
Q3 202315 holders, $4.8bnnone listed holders, n.a.
Q4 202316 holders, $4.1bnnone listed holders, n.a.
Q1 202416 holders, $4.5bn3 holders, $544m
Q2 202417 holders, $3.7bn26 holders, $9.8bn
Q3 202416 holders, $3.5bn31 holders, $11.9bn
Q4 202415 holders, $3.6bn37 holders, $15.3bn
Q1 202514 holders, $4.9bn36 holders, $14.8bn
Q2 202514 holders, $4.3bn36 holders, $26.3bn
Q3 20258 holders, $4.4bn35 holders, $29.5bn
Q4 202510 holders, $5.2bn34 holders, $28.7bn
Q1 202611 holders, $5.6bn31 holders, $36.7bn
Q2 202612 holders, $6.4bn28 holders, $45.0bn
FTV

Fortive Corp

Holders
14
Reported value
$4.9bn
Buyers
7
Sellers
10

Breadth -3 among 95 comparable managers.

IndustrialsIndustrials 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 43 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FTV (7)

Brevan Howard Capital Management LP, Element Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Third Point LLC, Viking Global Investors LP

Only GEV (29)

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, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, 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, and 4 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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