Holders over time
- ESAB
- GE
| Quarter | ESAB | GE |
|---|---|---|
| Q3 2021 | none listed holders, n.a. | 25 holders, $26.6bn |
| Q4 2021 | none listed holders, n.a. | 26 holders, $26.6bn |
| Q1 2022 | none listed holders, n.a. | 25 holders, $27.5bn |
| Q2 2022 | 2 holders, $282m | 24 holders, $19.7bn |
| Q3 2022 | 1 holders, $13m | 22 holders, $17.9bn |
| Q4 2022 | 3 holders, $137m | 27 holders, $23.5bn |
| Q1 2023 | 5 holders, $373m | 27 holders, $29.4bn |
| Q2 2023 | 4 holders, $481m | 36 holders, $33.2bn |
| Q3 2023 | 6 holders, $542m | 31 holders, $32.0bn |
| Q4 2023 | 8 holders, $843m | 34 holders, $35.7bn |
| Q1 2024 | 9 holders, $1.1bn | 39 holders, $48.3bn |
| Q2 2024 | 8 holders, $921m | 35 holders, $44.2bn |
| Q3 2024 | 6 holders, $1.0bn | 33 holders, $50.4bn |
| Q4 2024 | 3 holders, $1.2bn | 35 holders, $42.1bn |
| Q1 2025 | 6 holders, $1.3bn | 36 holders, $48.4bn |
| Q2 2025 | 5 holders, $1.3bn | 33 holders, $61.9bn |
| Q3 2025 | 7 holders, $1.1bn | 31 holders, $67.0bn |
| Q4 2025 | 8 holders, $940m | 35 holders, $67.3bn |
| Q1 2026 | 6 holders, $889m | 38 holders, $62.0bn |
| Q2 2026 | 7 holders, $1.2bn | 33 holders, $76.9bn |
Esab Corporation
- Holders
- 7
- Reported value
- $1.1bn
- Buyers
- 5
- Sellers
- 2
Breadth +3 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 (4)
Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Woodline Partners LP
Only ESAB (3)
Durable Capital Partners LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC
Only GE (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Moore Capital Management LP, Squarepoint Ops LLC, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, 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.