Holders over time
- WMB
- GEV
| Quarter | WMB | GEV |
|---|---|---|
| Q3 2020 | 12 holders, $2.7bn | none listed holders, n.a. |
| Q4 2020 | 12 holders, $2.3bn | none listed holders, n.a. |
| Q1 2021 | 7 holders, $2.4bn | none listed holders, n.a. |
| Q2 2021 | 12 holders, $2.9bn | none listed holders, n.a. |
| Q3 2021 | 12 holders, $2.9bn | none listed holders, n.a. |
| Q4 2021 | 12 holders, $2.8bn | none listed holders, n.a. |
| Q1 2022 | 13 holders, $3.4bn | none listed holders, n.a. |
| Q2 2022 | 16 holders, $3.0bn | none listed holders, n.a. |
| Q3 2022 | 15 holders, $2.5bn | none listed holders, n.a. |
| Q4 2022 | 9 holders, $2.4bn | none listed holders, n.a. |
| Q1 2023 | 12 holders, $2.4bn | none listed holders, n.a. |
| Q2 2023 | 9 holders, $3.2bn | none listed holders, n.a. |
| Q3 2023 | 9 holders, $3.6bn | none listed holders, n.a. |
| Q4 2023 | 12 holders, $4.0bn | none listed holders, n.a. |
| Q1 2024 | 13 holders, $4.8bn | 3 holders, $544m |
| Q2 2024 | 10 holders, $5.2bn | 26 holders, $9.8bn |
| Q3 2024 | 9 holders, $5.7bn | 31 holders, $11.9bn |
| Q4 2024 | 23 holders, $6.8bn | 37 holders, $15.3bn |
| Q1 2025 | 23 holders, $6.9bn | 36 holders, $14.8bn |
| Q2 2025 | 27 holders, $7.1bn | 36 holders, $26.3bn |
| Q3 2025 | 27 holders, $7.4bn | 35 holders, $29.5bn |
| Q4 2025 | 24 holders, $6.4bn | 34 holders, $28.7bn |
| Q1 2026 | 24 holders, $6.6bn | 31 holders, $36.7bn |
| Q2 2026 | 19 holders, $7.4bn | 28 holders, $45.0bn |
Williams Cos Inc
- Holders
- 27
- Reported value
- $7.1bn
- Buyers
- 15
- Sellers
- 11
Breadth +4 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 (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Dodge & Cox, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only WMB (8)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP
Only GEV (17)
Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Jane Street Group LLC, MFS Investment Management, Moore Capital Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd
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.