Holders over time
- BKR
- GEV
| Quarter | BKR | GEV |
|---|---|---|
| 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 | none listed holders, n.a. |
| Q4 2021 | 7 holders, $6.4bn | none listed holders, n.a. |
| Q1 2022 | 14 holders, $11.2bn | none listed holders, n.a. |
| Q2 2022 | 13 holders, $9.3bn | none listed holders, n.a. |
| Q3 2022 | 16 holders, $6.4bn | none listed holders, n.a. |
| Q4 2022 | 16 holders, $8.6bn | none listed holders, n.a. |
| Q1 2023 | 18 holders, $8.0bn | none listed holders, n.a. |
| Q2 2023 | 18 holders, $8.5bn | none listed holders, n.a. |
| Q3 2023 | 23 holders, $8.7bn | none listed holders, n.a. |
| Q4 2023 | 20 holders, $7.0bn | none listed holders, n.a. |
| Q1 2024 | 19 holders, $6.0bn | 3 holders, $544m |
| Q2 2024 | 18 holders, $6.6bn | 26 holders, $9.8bn |
| Q3 2024 | 18 holders, $6.1bn | 31 holders, $11.9bn |
| Q4 2024 | 18 holders, $7.0bn | 37 holders, $15.3bn |
| Q1 2025 | 13 holders, $8.1bn | 36 holders, $14.8bn |
| Q2 2025 | 11 holders, $6.3bn | 36 holders, $26.3bn |
| Q3 2025 | 14 holders, $8.7bn | 35 holders, $29.5bn |
| Q4 2025 | 18 holders, $9.3bn | 34 holders, $28.7bn |
| Q1 2026 | 25 holders, $12.2bn | 31 holders, $36.7bn |
| Q2 2026 | 19 holders, $10.6bn | 28 holders, $45.0bn |
Baker Hughes Company
- Holders
- 14
- Reported value
- $8.7bn
- Buyers
- 10
- Sellers
- 5
Breadth +5 among 95 comparable managers.
Ge Vernova Inc
- Holders
- 35
- Reported value
- $29.5bn
- Buyers
- 15
- Sellers
- 23
Breadth -8 among 95 comparable managers.
Who holds both, Q3 2025
Both (8)
AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, T. Rowe Price Associates Inc
Only BKR (6)
Capital Research Global Investors, Discovery Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Marshall Wace LLP
Only GEV (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Coatue Management LLC, D. E. Shaw & Co., GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 2 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.