Holders over time
- BKR
- GE
| Quarter | BKR | GE |
|---|---|---|
| Q3 2020 | 9 holders, $3.3bn | none listed holders, n.a. |
| Q4 2020 | 13 holders, $5.3bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $5.1bn | none listed holders, n.a. |
| Q2 2021 | 11 holders, $5.2bn | none listed holders, n.a. |
| Q3 2021 | 8 holders, $5.8bn | 25 holders, $26.6bn |
| Q4 2021 | 7 holders, $6.4bn | 26 holders, $26.6bn |
| Q1 2022 | 14 holders, $11.2bn | 25 holders, $27.5bn |
| Q2 2022 | 13 holders, $9.3bn | 24 holders, $19.7bn |
| Q3 2022 | 16 holders, $6.4bn | 22 holders, $17.9bn |
| Q4 2022 | 16 holders, $8.6bn | 27 holders, $23.5bn |
| Q1 2023 | 18 holders, $8.0bn | 27 holders, $29.4bn |
| Q2 2023 | 18 holders, $8.5bn | 36 holders, $33.2bn |
| Q3 2023 | 23 holders, $8.7bn | 31 holders, $32.0bn |
| Q4 2023 | 20 holders, $7.0bn | 34 holders, $35.7bn |
| Q1 2024 | 19 holders, $6.0bn | 39 holders, $48.3bn |
| Q2 2024 | 18 holders, $6.6bn | 35 holders, $44.2bn |
| Q3 2024 | 18 holders, $6.1bn | 33 holders, $50.4bn |
| Q4 2024 | 18 holders, $7.0bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $8.1bn | 36 holders, $48.4bn |
| Q2 2025 | 11 holders, $6.3bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $8.7bn | 31 holders, $67.0bn |
| Q4 2025 | 18 holders, $9.3bn | 35 holders, $67.3bn |
| Q1 2026 | 25 holders, $12.2bn | 38 holders, $62.0bn |
| Q2 2026 | 19 holders, $10.6bn | 33 holders, $76.9bn |
Baker Hughes Company
- Holders
- 14
- Reported value
- $8.7bn
- Buyers
- 10
- Sellers
- 5
Breadth +5 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 (10)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, T. Rowe Price Associates Inc
Only BKR (4)
Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Marshall Wace LLP
Only GE (21)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
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.