Holders over time
- CSX
- GE
| Quarter | CSX | GE |
|---|---|---|
| Q3 2020 | 28 holders, $13.7bn | none listed holders, n.a. |
| Q4 2020 | 27 holders, $15.8bn | none listed holders, n.a. |
| Q1 2021 | 29 holders, $17.0bn | none listed holders, n.a. |
| Q2 2021 | 25 holders, $16.7bn | none listed holders, n.a. |
| Q3 2021 | 24 holders, $15.0bn | 25 holders, $26.6bn |
| Q4 2021 | 29 holders, $19.6bn | 26 holders, $26.6bn |
| Q1 2022 | 28 holders, $18.0bn | 25 holders, $27.5bn |
| Q2 2022 | 34 holders, $13.0bn | 24 holders, $19.7bn |
| Q3 2022 | 33 holders, $10.7bn | 22 holders, $17.9bn |
| Q4 2022 | 31 holders, $11.8bn | 27 holders, $23.5bn |
| Q1 2023 | 29 holders, $11.3bn | 27 holders, $29.4bn |
| Q2 2023 | 26 holders, $11.7bn | 36 holders, $33.2bn |
| Q3 2023 | 29 holders, $9.4bn | 31 holders, $32.0bn |
| Q4 2023 | 22 holders, $9.4bn | 34 holders, $35.7bn |
| Q1 2024 | 31 holders, $9.4bn | 39 holders, $48.3bn |
| Q2 2024 | 29 holders, $7.2bn | 35 holders, $44.2bn |
| Q3 2024 | 24 holders, $6.7bn | 33 holders, $50.4bn |
| Q4 2024 | 23 holders, $5.7bn | 35 holders, $42.1bn |
| Q1 2025 | 28 holders, $4.6bn | 36 holders, $48.4bn |
| Q2 2025 | 28 holders, $5.8bn | 33 holders, $61.9bn |
| Q3 2025 | 32 holders, $6.9bn | 31 holders, $67.0bn |
| Q4 2025 | 30 holders, $8.5bn | 35 holders, $67.3bn |
| Q1 2026 | 20 holders, $9.5bn | 38 holders, $62.0bn |
| Q2 2026 | 29 holders, $11.0bn | 33 holders, $76.9bn |
CSX Corp
- Holders
- 30
- Reported value
- $8.5bn
- Buyers
- 20
- Sellers
- 23
Breadth -3 among 92 comparable managers.
Ge Aerospace
- Holders
- 35
- Reported value
- $67.3bn
- Buyers
- 21
- Sellers
- 24
Breadth -3 among 92 comparable managers.
Who holds both, Q4 2025
Both (15)
AllianceBernstein LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only CSX (15)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Harris Associates LP, Hudson Bay Capital Management LP, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Soroban Capital Partners LP, Third Point LLC, Verition Fund Management LLC, Viking Global Investors LP, Walleye Capital LLC, Winton Group Ltd
Only GE (20)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Janus Henderson Group Ltd, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP
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.