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
- 13
- Reported value
- $1.3bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (9)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Holocene Advisors LP, Invesco Ltd, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only EXPD (4)
First Eagle Investment Management LLC, Freestone Grove Partners LP, Quantbot Technologies LP, Ruane Cunniff & Goldfarb LP
Only GE (24)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Winton Group Ltd, 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.