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ITRI · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ITRIGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ITRI
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterITRIGEV
Q3 20205 holders, $136mnone listed holders, n.a.
Q4 20205 holders, $174mnone listed holders, n.a.
Q1 20217 holders, $95mnone listed holders, n.a.
Q2 20217 holders, $156mnone listed holders, n.a.
Q3 20216 holders, $60mnone listed holders, n.a.
Q4 20214 holders, $57mnone listed holders, n.a.
Q1 20224 holders, $18mnone listed holders, n.a.
Q2 20223 holders, $74mnone listed holders, n.a.
Q3 20222 holders, $38mnone listed holders, n.a.
Q4 20222 holders, $46mnone listed holders, n.a.
Q1 20234 holders, $84mnone listed holders, n.a.
Q2 20233 holders, $104mnone listed holders, n.a.
Q3 20234 holders, $89mnone listed holders, n.a.
Q4 20234 holders, $110mnone listed holders, n.a.
Q1 20245 holders, $136m3 holders, $544m
Q2 20248 holders, $177m26 holders, $9.8bn
Q3 202410 holders, $472m31 holders, $11.9bn
Q4 20247 holders, $230m37 holders, $15.3bn
Q1 20259 holders, $324m36 holders, $14.8bn
Q2 202513 holders, $694m36 holders, $26.3bn
Q3 20257 holders, $300m35 holders, $29.5bn
Q4 202510 holders, $236m34 holders, $28.7bn
Q1 20269 holders, $276m31 holders, $36.7bn
Q2 20266 holders, $163m28 holders, $45.0bn
ITRI

Itron Inc

Holders
13
Reported value
$694m
Buyers
8
Sellers
6

Breadth +2 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
36
Reported value
$26.3bn
Buyers
21
Sellers
16

Breadth +5 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ITRI (3)

Janus Henderson Group Ltd, Polen Capital Management LLC, Tudor Investment Corp

Only GEV (26)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Quantbot Technologies LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Verition Fund Management LLC, Voloridge Investment Management 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.

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