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SEI · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

SEIGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SEI
  • GEV
010203040201920202022202420252026
Holders and value by quarter
QuarterSEIGEV
Q3 20181 holders, $8.4mnone listed holders, n.a.
Q4 20182 holders, $12mnone listed holders, n.a.
Q1 20192 holders, $20mnone listed holders, n.a.
Q2 20191 holders, $18mnone listed holders, n.a.
Q3 20191 holders, $16mnone listed holders, n.a.
Q4 20191 holders, $16mnone listed holders, n.a.
Q1 20203 holders, $8.7mnone listed holders, n.a.
Q2 20203 holders, $7.4mnone listed holders, n.a.
Q3 20202 holders, $572knone listed holders, n.a.
Q1 20221 holders, $255knone listed holders, n.a.
Q2 20221 holders, $231knone listed holders, n.a.
Q3 20221 holders, $161knone listed holders, n.a.
Q4 20221 holders, $171knone listed holders, n.a.
Q4 20231 holders, $3.9mnone listed holders, n.a.
Q1 2024none listed holders, n.a.3 holders, $544m
Q2 2024none listed holders, n.a.26 holders, $9.8bn
Q3 2024none listed holders, n.a.31 holders, $11.9bn
Q4 2024none listed holders, n.a.37 holders, $15.3bn
Q1 20252 holders, $5.0m36 holders, $14.8bn
Q2 20251 holders, $3.4m36 holders, $26.3bn
Q3 20259 holders, $148m35 holders, $29.5bn
Q4 20257 holders, $221m34 holders, $28.7bn
Q1 20267 holders, $342m31 holders, $36.7bn
Q2 202610 holders, $328m28 holders, $45.0bn
SEI

Solaris Oilfield Infrastructure Inc CL A

Holders
9
Reported value
$148m
Buyers
8
Sellers
0

Breadth +8 among 95 comparable managers.

EnergyIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
35
Reported value
$29.5bn
Buyers
15
Sellers
23

Breadth -8 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q3 2025

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SEI (4)

Discovery Capital Management LLC, Freestone Grove Partners LP, Point72 Asset Management LP, Tudor Investment Corp

Only GEV (30)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, and 5 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.

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