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ESAB · 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.

ESABGEV
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.
  • ESAB
  • GEV
0102030402023202420252026
Holders and value by quarter
QuarterESABGEV
Q2 20222 holders, $282mnone listed holders, n.a.
Q3 20221 holders, $13mnone listed holders, n.a.
Q4 20223 holders, $137mnone listed holders, n.a.
Q1 20235 holders, $373mnone listed holders, n.a.
Q2 20234 holders, $481mnone listed holders, n.a.
Q3 20236 holders, $542mnone listed holders, n.a.
Q4 20238 holders, $843mnone listed holders, n.a.
Q1 20249 holders, $1.1bn3 holders, $544m
Q2 20248 holders, $921m26 holders, $9.8bn
Q3 20246 holders, $1.0bn31 holders, $11.9bn
Q4 20243 holders, $1.2bn37 holders, $15.3bn
Q1 20256 holders, $1.3bn36 holders, $14.8bn
Q2 20255 holders, $1.3bn36 holders, $26.3bn
Q3 20257 holders, $1.1bn35 holders, $29.5bn
Q4 20258 holders, $940m34 holders, $28.7bn
Q1 20266 holders, $889m31 holders, $36.7bn
Q2 20267 holders, $1.2bn28 holders, $45.0bn
ESAB

Esab Corporation

Holders
8
Reported value
$940m
Buyers
17
Sellers
19

Breadth -2 among 92 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
34
Reported value
$28.7bn
Buyers
18
Sellers
28

Breadth -10 among 92 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q4 2025

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ESAB (3)

Capital Research Global Investors, Moore Capital Management LP, Schonfeld Strategic Advisors LLC

Only GEV (29)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments 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.

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