Holders over time
- BKR
- GEV
| Quarter | BKR | GEV |
|---|---|---|
| Q3 2020 | 9 holders, $3.3bn | none listed holders, n.a. |
| Q4 2020 | 13 holders, $5.3bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $5.1bn | none listed holders, n.a. |
| Q2 2021 | 11 holders, $5.2bn | none listed holders, n.a. |
| Q3 2021 | 8 holders, $5.8bn | none listed holders, n.a. |
| Q4 2021 | 7 holders, $6.4bn | none listed holders, n.a. |
| Q1 2022 | 14 holders, $11.2bn | none listed holders, n.a. |
| Q2 2022 | 13 holders, $9.3bn | none listed holders, n.a. |
| Q3 2022 | 16 holders, $6.4bn | none listed holders, n.a. |
| Q4 2022 | 16 holders, $8.6bn | none listed holders, n.a. |
| Q1 2023 | 18 holders, $8.0bn | none listed holders, n.a. |
| Q2 2023 | 18 holders, $8.5bn | none listed holders, n.a. |
| Q3 2023 | 23 holders, $8.7bn | none listed holders, n.a. |
| Q4 2023 | 20 holders, $7.0bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $6.0bn | 3 holders, $544m |
| Q2 2024 | 18 holders, $6.6bn | 26 holders, $9.8bn |
| Q3 2024 | 18 holders, $6.1bn | 31 holders, $11.9bn |
| Q4 2024 | 18 holders, $7.0bn | 37 holders, $15.3bn |
| Q1 2025 | 13 holders, $8.1bn | 36 holders, $14.8bn |
| Q2 2025 | 11 holders, $6.3bn | 36 holders, $26.3bn |
| Q3 2025 | 14 holders, $8.7bn | 35 holders, $29.5bn |
| Q4 2025 | 18 holders, $9.3bn | 34 holders, $28.7bn |
| Q1 2026 | 25 holders, $12.2bn | 31 holders, $36.7bn |
| Q2 2026 | 19 holders, $10.6bn | 28 holders, $45.0bn |
Baker Hughes Company
- Holders
- 11
- Reported value
- $6.3bn
- Buyers
- 6
- Sellers
- 5
Breadth +1 among 95 comparable managers.
Ge Vernova Inc
- Holders
- 36
- Reported value
- $26.3bn
- Buyers
- 21
- Sellers
- 16
Breadth +5 among 95 comparable managers.
Who holds both, Q2 2025
Both (9)
AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Invesco Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC
Only BKR (2)
Only GEV (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, 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.