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
- 19
- Reported value
- $5.9bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 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 (7)
AQR Capital Management LLC, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Renaissance Technologies LLC, Squarepoint Ops LLC
Only FDX (12)
Arrowstreet Capital LP, Eisler Capital Management Ltd, Hudson Bay Capital Management LP, Markel Group Inc, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Southeastern Asset Management Inc
Only GE (26)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Egerton Capital UK LLP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd, and 1 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.