Holders over time
- EMR
- GE
| Quarter | EMR | GE |
|---|---|---|
| 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 | 25 holders, $26.6bn |
| Q4 2021 | 20 holders, $3.7bn | 26 holders, $26.6bn |
| Q1 2022 | 21 holders, $3.3bn | 25 holders, $27.5bn |
| Q2 2022 | 24 holders, $2.8bn | 24 holders, $19.7bn |
| Q3 2022 | 28 holders, $3.1bn | 22 holders, $17.9bn |
| Q4 2022 | 21 holders, $4.3bn | 27 holders, $23.5bn |
| Q1 2023 | 26 holders, $4.3bn | 27 holders, $29.4bn |
| Q2 2023 | 24 holders, $4.1bn | 36 holders, $33.2bn |
| Q3 2023 | 20 holders, $3.8bn | 31 holders, $32.0bn |
| Q4 2023 | 18 holders, $3.5bn | 34 holders, $35.7bn |
| Q1 2024 | 19 holders, $4.1bn | 39 holders, $48.3bn |
| Q2 2024 | 24 holders, $4.3bn | 35 holders, $44.2bn |
| Q3 2024 | 14 holders, $3.8bn | 33 holders, $50.4bn |
| Q4 2024 | 10 holders, $4.1bn | 35 holders, $42.1bn |
| Q1 2025 | 11 holders, $4.0bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $5.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $4.7bn | 31 holders, $67.0bn |
| Q4 2025 | 14 holders, $4.5bn | 35 holders, $67.3bn |
| Q1 2026 | 16 holders, $4.6bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $4.7bn | 33 holders, $76.9bn |
Emerson Elec Co
- Holders
- 16
- Reported value
- $5.4bn
- Buyers
- 12
- Sellers
- 4
Breadth +8 among 95 comparable managers.
Ge Aerospace
- Holders
- 33
- Reported value
- $61.9bn
- Buyers
- 21
- Sellers
- 13
Breadth +8 among 95 comparable managers.
Who holds both, Q2 2025
Both (12)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only EMR (4)
Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP
Only GE (21)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, TCI Fund Management Ltd, Trian Fund Management LP, Voloridge Investment Management LLC, Woodline Partners LP
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.