Holders over time
- FTV
- GEV
| Quarter | FTV | GEV |
|---|---|---|
| Q3 2020 | 21 holders, $6.9bn | none listed holders, n.a. |
| Q4 2020 | 19 holders, $7.2bn | none listed holders, n.a. |
| Q1 2021 | 15 holders, $6.7bn | none listed holders, n.a. |
| Q2 2021 | 19 holders, $6.4bn | none listed holders, n.a. |
| Q3 2021 | 19 holders, $6.2bn | none listed holders, n.a. |
| Q4 2021 | 15 holders, $6.2bn | none listed holders, n.a. |
| Q1 2022 | 22 holders, $6.1bn | none listed holders, n.a. |
| Q2 2022 | 18 holders, $5.4bn | none listed holders, n.a. |
| Q3 2022 | 16 holders, $3.4bn | none listed holders, n.a. |
| Q4 2022 | 16 holders, $3.6bn | none listed holders, n.a. |
| Q1 2023 | 17 holders, $3.9bn | none listed holders, n.a. |
| Q2 2023 | 13 holders, $4.4bn | none listed holders, n.a. |
| Q3 2023 | 15 holders, $4.8bn | none listed holders, n.a. |
| Q4 2023 | 16 holders, $4.1bn | none listed holders, n.a. |
| Q1 2024 | 16 holders, $4.5bn | 3 holders, $544m |
| Q2 2024 | 17 holders, $3.7bn | 26 holders, $9.8bn |
| Q3 2024 | 16 holders, $3.5bn | 31 holders, $11.9bn |
| Q4 2024 | 15 holders, $3.6bn | 37 holders, $15.3bn |
| Q1 2025 | 14 holders, $4.9bn | 36 holders, $14.8bn |
| Q2 2025 | 14 holders, $4.3bn | 36 holders, $26.3bn |
| Q3 2025 | 8 holders, $4.4bn | 35 holders, $29.5bn |
| Q4 2025 | 10 holders, $5.2bn | 34 holders, $28.7bn |
| Q1 2026 | 11 holders, $5.6bn | 31 holders, $36.7bn |
| Q2 2026 | 12 holders, $6.4bn | 28 holders, $45.0bn |
Fortive Corp
- Holders
- 14
- Reported value
- $4.3bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 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 (7)
Brevan Howard Capital Management LP, Caxton Associates LLP, Dodge & Cox, Invesco Ltd, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only FTV (7)
Freestone Grove Partners LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Soros Fund Management LLC, Third Point LLC, Tudor Investment Corp, Viking Global Investors LP
Only GEV (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, 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, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Tiger Global Management LLC, Two Sigma Advisers LP, and 4 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.