Holders over time
- RAL
- GE
| Quarter | RAL | 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 | none listed holders, n.a. | 24 holders, $19.7bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $17.9bn |
| Q4 2022 | none listed holders, n.a. | 27 holders, $23.5bn |
| Q1 2023 | none listed holders, n.a. | 27 holders, $29.4bn |
| Q2 2023 | none listed holders, n.a. | 36 holders, $33.2bn |
| Q3 2023 | none listed holders, n.a. | 31 holders, $32.0bn |
| Q4 2023 | none listed holders, n.a. | 34 holders, $35.7bn |
| Q1 2024 | none listed holders, n.a. | 39 holders, $48.3bn |
| Q2 2024 | none listed holders, n.a. | 35 holders, $44.2bn |
| Q3 2024 | none listed holders, n.a. | 33 holders, $50.4bn |
| Q4 2024 | none listed holders, n.a. | 35 holders, $42.1bn |
| Q1 2025 | none listed holders, n.a. | 36 holders, $48.4bn |
| Q2 2025 | 9 holders, $1.1bn | 33 holders, $61.9bn |
| Q3 2025 | 17 holders, $1.1bn | 31 holders, $67.0bn |
| Q4 2025 | 19 holders, $1.5bn | 35 holders, $67.3bn |
| Q1 2026 | 16 holders, $1.2bn | 38 holders, $62.0bn |
| Q2 2026 | 16 holders, $2.0bn | 33 holders, $76.9bn |
Ralliant Corp
- Holders
- 17
- Reported value
- $1.1bn
- Buyers
- 14
- Sellers
- 4
Breadth +10 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 (8)
Balyasny Asset Management LLC, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Moore Capital Management LP, Verition Fund Management LLC, Woodline Partners LP
Only RAL (9)
Arrowstreet Capital LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Two Sigma Investments LP, Viking Global Investors LP
Only GE (23)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Tudor Investment Corp, Wellington Management Group LLP, 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.