Holders over time
- IR
- GE
| Quarter | IR | GE |
|---|---|---|
| Q3 2020 | 13 holders, $6.1bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $7.2bn | none listed holders, n.a. |
| Q1 2021 | 14 holders, $6.9bn | none listed holders, n.a. |
| Q2 2021 | 16 holders, $7.0bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $7.8bn | 25 holders, $26.6bn |
| Q4 2021 | 13 holders, $8.8bn | 26 holders, $26.6bn |
| Q1 2022 | 12 holders, $7.5bn | 25 holders, $27.5bn |
| Q2 2022 | 12 holders, $6.3bn | 24 holders, $19.7bn |
| Q3 2022 | 12 holders, $4.2bn | 22 holders, $17.9bn |
| Q4 2022 | 18 holders, $5.1bn | 27 holders, $23.5bn |
| Q1 2023 | 23 holders, $5.9bn | 27 holders, $29.4bn |
| Q2 2023 | 21 holders, $6.7bn | 36 holders, $33.2bn |
| Q3 2023 | 19 holders, $6.4bn | 31 holders, $32.0bn |
| Q4 2023 | 17 holders, $6.8bn | 34 holders, $35.7bn |
| Q1 2024 | 17 holders, $8.1bn | 39 holders, $48.3bn |
| Q2 2024 | 15 holders, $8.9bn | 35 holders, $44.2bn |
| Q3 2024 | 12 holders, $9.7bn | 33 holders, $50.4bn |
| Q4 2024 | 16 holders, $8.2bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $6.9bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $7.2bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $6.2bn | 35 holders, $67.3bn |
| Q1 2026 | 12 holders, $9.5bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $9.2bn | 33 holders, $76.9bn |
Ingersoll Rand Inc
- Holders
- 16
- Reported value
- $7.2bn
- Buyers
- 13
- Sellers
- 3
Breadth +10 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)
Acadian Asset Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
Only IR (4)
ExodusPoint Capital Management LP, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC
Only GE (21)
AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, 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.