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AYI · GE 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.

AYIGE
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.
  • AYI
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterAYIGE
Q3 20208 holders, $608mnone listed holders, n.a.
Q4 202010 holders, $568mnone listed holders, n.a.
Q1 20219 holders, $758mnone listed holders, n.a.
Q2 20217 holders, $864mnone listed holders, n.a.
Q3 20213 holders, $984m25 holders, $26.6bn
Q4 20219 holders, $1.4bn26 holders, $26.6bn
Q1 20228 holders, $1.3bn25 holders, $27.5bn
Q2 20227 holders, $1.0bn24 holders, $19.7bn
Q3 20229 holders, $991m22 holders, $17.9bn
Q4 20226 holders, $963m27 holders, $23.5bn
Q1 20239 holders, $1.0bn27 holders, $29.4bn
Q2 202311 holders, $830m36 holders, $33.2bn
Q3 202310 holders, $943m31 holders, $32.0bn
Q4 202310 holders, $1.1bn34 holders, $35.7bn
Q1 20249 holders, $1.4bn39 holders, $48.3bn
Q2 20249 holders, $1.3bn35 holders, $44.2bn
Q3 202411 holders, $1.4bn33 holders, $50.4bn
Q4 202412 holders, $1.7bn35 holders, $42.1bn
Q1 202511 holders, $1.5bn36 holders, $48.4bn
Q2 202518 holders, $1.7bn33 holders, $61.9bn
Q3 202515 holders, $1.9bn31 holders, $67.0bn
Q4 202519 holders, $1.9bn35 holders, $67.3bn
Q1 202614 holders, $1.4bn38 holders, $62.0bn
Q2 202613 holders, $2.4bn33 holders, $76.9bn
AYI

Acuity Inc

Holders
15
Reported value
$1.9bn
Buyers
10
Sellers
4

Breadth +6 among 95 comparable managers.

Industrials
GE

Ge Aerospace

Holders
31
Reported value
$67.0bn
Buyers
7
Sellers
24

Breadth -17 among 95 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q3 2025

Among the 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only AYI (10)

Durable Capital Partners LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Markel Group Inc, Millennium Management LLC, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Walleye Capital LLC

Only GE (26)

AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Verition Fund Management LLC, 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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