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DAL · GE 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.

DALGE
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.
  • DAL
  • GE
010203040202120222023202420252026
Holders and value by quarter
QuarterDALGE
Q3 202010 holders, $996mnone listed holders, n.a.
Q4 202017 holders, $2.1bnnone listed holders, n.a.
Q1 202118 holders, $2.8bnnone listed holders, n.a.
Q2 202116 holders, $2.1bnnone listed holders, n.a.
Q3 202115 holders, $2.2bn25 holders, $26.6bn
Q4 202115 holders, $2.2bn26 holders, $26.6bn
Q1 202215 holders, $2.6bn25 holders, $27.5bn
Q2 202212 holders, $1.9bn24 holders, $19.7bn
Q3 202214 holders, $1.9bn22 holders, $17.9bn
Q4 202217 holders, $2.3bn27 holders, $23.5bn
Q1 202316 holders, $2.2bn27 holders, $29.4bn
Q2 202318 holders, $3.0bn36 holders, $33.2bn
Q3 202316 holders, $2.1bn31 holders, $32.0bn
Q4 202317 holders, $1.9bn34 holders, $35.7bn
Q1 202416 holders, $2.6bn39 holders, $48.3bn
Q2 202419 holders, $3.8bn35 holders, $44.2bn
Q3 202420 holders, $3.7bn33 holders, $50.4bn
Q4 202424 holders, $4.6bn35 holders, $42.1bn
Q1 202520 holders, $2.8bn36 holders, $48.4bn
Q2 202521 holders, $3.4bn33 holders, $61.9bn
Q3 202525 holders, $4.8bn31 holders, $67.0bn
Q4 202519 holders, $6.5bn35 holders, $67.3bn
Q1 202615 holders, $7.7bn38 holders, $62.0bn
Q2 202617 holders, $12.6bn33 holders, $76.9bn
DAL

Delta Air Lines Inc Del

Holders
19
Reported value
$6.5bn
Buyers
17
Sellers
23

Breadth -6 among 92 comparable managers.

Industrials
GE

Ge Aerospace

Holders
35
Reported value
$67.3bn
Buyers
21
Sellers
24

Breadth -3 among 92 comparable managers.

IndustrialsIndustrials and automation · L3VLUP

Who holds both, Q4 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DAL (7)

Appaloosa LP, Discovery Capital Management LLC, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Jane Street Group LLC, Winton Group Ltd

Only GE (23)

Acadian Asset Management LLC, ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, GAMCO Investors Inc, Man Group PLC, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC, 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.

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