Holders over time
- FTI
- GE
| Quarter | FTI | GE |
|---|---|---|
| Q3 2020 | 12 holders, $216m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $123m | none listed holders, n.a. |
| Q2 2021 | 10 holders, $573m | none listed holders, n.a. |
| Q3 2021 | 6 holders, $465m | 25 holders, $26.6bn |
| Q4 2021 | 6 holders, $392m | 26 holders, $26.6bn |
| Q1 2022 | 8 holders, $705m | 25 holders, $27.5bn |
| Q2 2022 | 8 holders, $624m | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $1.0bn | 22 holders, $17.9bn |
| Q4 2022 | 14 holders, $1.7bn | 27 holders, $23.5bn |
| Q1 2023 | 16 holders, $1.8bn | 27 holders, $29.4bn |
| Q2 2023 | 13 holders, $2.1bn | 36 holders, $33.2bn |
| Q3 2023 | 12 holders, $2.5bn | 31 holders, $32.0bn |
| Q4 2023 | 15 holders, $2.1bn | 34 holders, $35.7bn |
| Q1 2024 | 18 holders, $2.7bn | 39 holders, $48.3bn |
| Q2 2024 | 20 holders, $3.0bn | 35 holders, $44.2bn |
| Q3 2024 | 18 holders, $2.9bn | 33 holders, $50.4bn |
| Q4 2024 | 19 holders, $2.9bn | 35 holders, $42.1bn |
| Q1 2025 | 20 holders, $3.5bn | 36 holders, $48.4bn |
| Q2 2025 | 18 holders, $3.8bn | 33 holders, $61.9bn |
| Q3 2025 | 16 holders, $4.2bn | 31 holders, $67.0bn |
| Q4 2025 | 15 holders, $5.0bn | 35 holders, $67.3bn |
| Q1 2026 | 20 holders, $8.0bn | 38 holders, $62.0bn |
| Q2 2026 | 17 holders, $6.5bn | 33 holders, $76.9bn |
Technipfmc PLC
- Holders
- 18
- Reported value
- $3.8bn
- Buyers
- 11
- Sellers
- 7
Breadth +4 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 (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only FTI (7)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Maverick Capital Ltd, PDT Partners LLC, Polen Capital Management LLC, Tudor Investment Corp, Two Sigma Advisers LP
Only GE (22)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, 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, Walleye Capital LLC, Wellington Management Group LLP, 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.