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VNOM · 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.

VNOMGEV
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.
  • VNOM
  • GEV
010203040Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterVNOMGEV
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 2025none listed holders, n.a.36 holders, $14.8bn
Q2 2025none listed holders, n.a.36 holders, $26.3bn
Q3 202513 holders, $2.1bn35 holders, $29.5bn
Q4 20259 holders, $2.0bn34 holders, $28.7bn
Q1 202612 holders, $2.9bn31 holders, $36.7bn
Q2 202610 holders, $2.6bn28 holders, $45.0bn
VNOM

Viper Energy Inc

New listing

Holders
13
Reported value
$2.1bn
Buyers
13
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
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 40 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only VNOM (5)

Capital Research Global Investors, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Oaktree Capital Management LP, Verition Fund Management LLC

Only GEV (27)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Coatue Management LLC, 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, Millennium Management LLC, Moore Capital Management LP, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.

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