Holders over time
- TEL
- GE
| Quarter | TEL | 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 | 25 holders, $9.2bn | 33 holders, $50.4bn |
| Q4 2024 | 24 holders, $9.2bn | 35 holders, $42.1bn |
| Q1 2025 | 21 holders, $8.6bn | 36 holders, $48.4bn |
| Q2 2025 | 21 holders, $9.6bn | 33 holders, $61.9bn |
| Q3 2025 | 35 holders, $13.4bn | 31 holders, $67.0bn |
| Q4 2025 | 34 holders, $13.6bn | 35 holders, $67.3bn |
| Q1 2026 | 33 holders, $12.4bn | 38 holders, $62.0bn |
| Q2 2026 | 28 holders, $11.8bn | 33 holders, $76.9bn |
Te Connectivity PLC
- Holders
- 35
- Reported value
- $13.4bn
- Buyers
- 25
- Sellers
- 10
Breadth +15 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 (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, 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, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP
Only TEL (15)
Arrowstreet Capital LP, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Marshall Wace LLP, Millennium Management LLC, PDT Partners LLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GE (11)
ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Moore Capital Management LP, Neuberger Berman Group LLC, TCI Fund Management Ltd, Trian Fund Management LP, 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.