Holders over time
- XYL
- GEV
| Quarter | XYL | GEV |
|---|---|---|
| Q3 2020 | 7 holders, $519m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $656m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $904m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $967m | none listed holders, n.a. |
| Q3 2021 | 5 holders, $1.0bn | none listed holders, n.a. |
| Q4 2021 | 11 holders, $1.1bn | none listed holders, n.a. |
| Q1 2022 | 13 holders, $1.0bn | none listed holders, n.a. |
| Q2 2022 | 10 holders, $897m | none listed holders, n.a. |
| Q3 2022 | 11 holders, $913m | none listed holders, n.a. |
| Q4 2022 | 9 holders, $1.1bn | none listed holders, n.a. |
| Q1 2023 | 21 holders, $1.7bn | none listed holders, n.a. |
| Q2 2023 | 23 holders, $2.3bn | none listed holders, n.a. |
| Q3 2023 | 18 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 17 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 14 holders, $2.1bn | 3 holders, $544m |
| Q2 2024 | 22 holders, $2.5bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $1.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $1.4bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $1.9bn | 36 holders, $14.8bn |
| Q2 2025 | 14 holders, $2.0bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $2.0bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $1.6bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $1.3bn | 31 holders, $36.7bn |
| Q2 2026 | 10 holders, $1.2bn | 28 holders, $45.0bn |
Xylem Inc
- Holders
- 14
- Reported value
- $2.0bn
- Buyers
- 9
- Sellers
- 5
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 (8)
Acadian Asset Management LLC, Artisan Partners LP, D. E. Shaw & Co., GAMCO Investors Inc, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only XYL (6)
Baillie Gifford & Co, Freestone Grove Partners LP, Janus Henderson Group Ltd, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC
Only GEV (28)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Jane Street Group LLC, 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, Two Sigma Investments LP, Verition Fund Management LLC, and 3 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.