Holders over time
- ESAB
- GE
| Quarter | ESAB | 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 | 2 holders, $282m | 24 holders, $19.7bn |
| Q3 2022 | 1 holders, $13m | 22 holders, $17.9bn |
| Q4 2022 | 3 holders, $137m | 27 holders, $23.5bn |
| Q1 2023 | 5 holders, $373m | 27 holders, $29.4bn |
| Q2 2023 | 4 holders, $481m | 36 holders, $33.2bn |
| Q3 2023 | 6 holders, $542m | 31 holders, $32.0bn |
| Q4 2023 | 8 holders, $843m | 34 holders, $35.7bn |
| Q1 2024 | 9 holders, $1.1bn | 39 holders, $48.3bn |
| Q2 2024 | 8 holders, $921m | 35 holders, $44.2bn |
| Q3 2024 | 6 holders, $1.0bn | 33 holders, $50.4bn |
| Q4 2024 | 3 holders, $1.2bn | 35 holders, $42.1bn |
| Q1 2025 | 6 holders, $1.3bn | 36 holders, $48.4bn |
| Q2 2025 | 5 holders, $1.3bn | 33 holders, $61.9bn |
| Q3 2025 | 7 holders, $1.1bn | 31 holders, $67.0bn |
| Q4 2025 | 8 holders, $940m | 35 holders, $67.3bn |
| Q1 2026 | 6 holders, $889m | 38 holders, $62.0bn |
| Q2 2026 | 7 holders, $1.2bn | 33 holders, $76.9bn |
Esab Corporation
- Holders
- 8
- Reported value
- $940m
- Buyers
- 17
- Sellers
- 19
Breadth -2 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 (6)
Capital Research Global Investors, Caxton Associates LLP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Woodline Partners LP
Only ESAB (2)
Moore Capital Management LP, Schonfeld Strategic Advisors LLC
Only GE (29)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, TCI Fund Management Ltd, Trian Fund Management LP, and 4 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.