Holders over time
- JBTM
- GE
| Quarter | JBTM | GE |
|---|---|---|
| Q3 2020 | 6 holders, $617m | none listed holders, n.a. |
| Q4 2020 | 6 holders, $703m | none listed holders, n.a. |
| Q1 2021 | 4 holders, $529m | none listed holders, n.a. |
| Q2 2021 | 4 holders, $706m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $697m | 25 holders, $26.6bn |
| Q4 2021 | 4 holders, $707m | 26 holders, $26.6bn |
| Q1 2022 | 5 holders, $603m | 25 holders, $27.5bn |
| Q2 2022 | 5 holders, $573m | 24 holders, $19.7bn |
| Q3 2022 | 3 holders, $96m | 22 holders, $17.9bn |
| Q4 2022 | 1 holders, $8.2m | 27 holders, $23.5bn |
| Q1 2023 | 3 holders, $151m | 27 holders, $29.4bn |
| Q2 2023 | 3 holders, $169m | 36 holders, $33.2bn |
| Q3 2023 | 2 holders, $23m | 31 holders, $32.0bn |
| Q4 2023 | 2 holders, $20m | 34 holders, $35.7bn |
| Q1 2024 | 2 holders, $21m | 39 holders, $48.3bn |
| Q2 2024 | 4 holders, $126m | 35 holders, $44.2bn |
| Q3 2024 | 5 holders, $275m | 33 holders, $50.4bn |
| Q4 2024 | 7 holders, $435m | 35 holders, $42.1bn |
| Q1 2025 | 8 holders, $360m | 36 holders, $48.4bn |
| Q2 2025 | 10 holders, $391m | 33 holders, $61.9bn |
| Q3 2025 | 7 holders, $495m | 31 holders, $67.0bn |
| Q4 2025 | 4 holders, $460m | 35 holders, $67.3bn |
| Q1 2026 | 5 holders, $515m | 38 holders, $62.0bn |
| Q2 2026 | 5 holders, $609m | 33 holders, $76.9bn |
John Bean Technologies Corp
- Holders
- 10
- Reported value
- $391m
- Buyers
- 7
- Sellers
- 3
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
Only JBTM (7)
First Eagle Investment Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Hudson Bay Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC
Only GE (30)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, and 5 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.