Holders over time
- SAIA
- GE
| Quarter | SAIA | GE |
|---|---|---|
| Q3 2020 | 7 holders, $356m | none listed holders, n.a. |
| Q4 2020 | 6 holders, $444m | none listed holders, n.a. |
| Q1 2021 | 8 holders, $755m | none listed holders, n.a. |
| Q2 2021 | 8 holders, $508m | none listed holders, n.a. |
| Q3 2021 | 8 holders, $592m | 25 holders, $26.6bn |
| Q4 2021 | 12 holders, $1.3bn | 26 holders, $26.6bn |
| Q1 2022 | 8 holders, $839m | 25 holders, $27.5bn |
| Q2 2022 | 9 holders, $1.1bn | 24 holders, $19.7bn |
| Q3 2022 | 6 holders, $1.1bn | 22 holders, $17.9bn |
| Q4 2022 | 9 holders, $1.4bn | 27 holders, $23.5bn |
| Q1 2023 | 9 holders, $1.7bn | 27 holders, $29.4bn |
| Q2 2023 | 17 holders, $2.7bn | 36 holders, $33.2bn |
| Q3 2023 | 17 holders, $2.7bn | 31 holders, $32.0bn |
| Q4 2023 | 14 holders, $2.8bn | 34 holders, $35.7bn |
| Q1 2024 | 15 holders, $3.4bn | 39 holders, $48.3bn |
| Q2 2024 | 12 holders, $2.9bn | 35 holders, $44.2bn |
| Q3 2024 | 11 holders, $3.0bn | 33 holders, $50.4bn |
| Q4 2024 | 14 holders, $3.3bn | 35 holders, $42.1bn |
| Q1 2025 | 14 holders, $2.4bn | 36 holders, $48.4bn |
| Q2 2025 | 13 holders, $2.0bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $2.2bn | 31 holders, $67.0bn |
| Q4 2025 | 11 holders, $2.5bn | 35 holders, $67.3bn |
| Q1 2026 | 12 holders, $2.3bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $2.6bn | 33 holders, $76.9bn |
Saia Inc
- Holders
- 14
- Reported value
- $2.2bn
- Buyers
- 10
- Sellers
- 4
Breadth +6 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)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital World Investors, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only SAIA (6)
Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Viking Global Investors LP, Walleye Capital LLC
Only GE (23)
Acadian Asset Management LLC, 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., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, 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.