Holders over time
- AME
- GE
| Quarter | AME | GE |
|---|---|---|
| Q3 2020 | 20 holders, $3.2bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $4.1bn | none listed holders, n.a. |
| Q1 2021 | 21 holders, $3.9bn | none listed holders, n.a. |
| Q2 2021 | 21 holders, $4.1bn | none listed holders, n.a. |
| Q3 2021 | 27 holders, $4.2bn | 25 holders, $26.6bn |
| Q4 2021 | 28 holders, $4.7bn | 26 holders, $26.6bn |
| Q1 2022 | 26 holders, $4.3bn | 25 holders, $27.5bn |
| Q2 2022 | 32 holders, $3.6bn | 24 holders, $19.7bn |
| Q3 2022 | 30 holders, $3.8bn | 22 holders, $17.9bn |
| Q4 2022 | 28 holders, $4.9bn | 27 holders, $23.5bn |
| Q1 2023 | 27 holders, $5.8bn | 27 holders, $29.4bn |
| Q2 2023 | 25 holders, $6.4bn | 36 holders, $33.2bn |
| Q3 2023 | 28 holders, $5.7bn | 31 holders, $32.0bn |
| Q4 2023 | 22 holders, $5.9bn | 34 holders, $35.7bn |
| Q1 2024 | 23 holders, $6.2bn | 39 holders, $48.3bn |
| Q2 2024 | 24 holders, $6.3bn | 35 holders, $44.2bn |
| Q3 2024 | 22 holders, $6.3bn | 33 holders, $50.4bn |
| Q4 2024 | 26 holders, $6.3bn | 35 holders, $42.1bn |
| Q1 2025 | 25 holders, $5.5bn | 36 holders, $48.4bn |
| Q2 2025 | 31 holders, $6.0bn | 33 holders, $61.9bn |
| Q3 2025 | 32 holders, $6.2bn | 31 holders, $67.0bn |
| Q4 2025 | 31 holders, $7.3bn | 35 holders, $67.3bn |
| Q1 2026 | 34 holders, $7.1bn | 38 holders, $62.0bn |
| Q2 2026 | 34 holders, $7.6bn | 33 holders, $76.9bn |
Ametek Inc
- Holders
- 32
- Reported value
- $6.2bn
- Buyers
- 18
- Sellers
- 14
Breadth +4 among 95 comparable managers.
Ge Aerospace
- Holders
- 31
- Reported value
- $67.0bn
- Buyers
- 7
- Sellers
- 24
Breadth -17 among 95 comparable managers.
Who holds both, Q3 2025
Both (19)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only AME (13)
Arrowstreet Capital LP, Citadel Advisors LLC, Eisler Capital Management Ltd, Element Capital Management LLC, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GE (12)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Dodge & Cox, Holocene Advisors LP, Moore Capital Management LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Trian Fund Management LP, 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.