Holders over time
- LECO
- GE
| Quarter | LECO | GE |
|---|---|---|
| Q3 2020 | 9 holders, $430m | none listed holders, n.a. |
| Q4 2020 | 10 holders, $500m | none listed holders, n.a. |
| Q1 2021 | 7 holders, $469m | none listed holders, n.a. |
| Q2 2021 | 9 holders, $482m | none listed holders, n.a. |
| Q3 2021 | 7 holders, $422m | 25 holders, $26.6bn |
| Q4 2021 | 8 holders, $412m | 26 holders, $26.6bn |
| Q1 2022 | 12 holders, $415m | 25 holders, $27.5bn |
| Q2 2022 | 12 holders, $347m | 24 holders, $19.7bn |
| Q3 2022 | 12 holders, $338m | 22 holders, $17.9bn |
| Q4 2022 | 13 holders, $412m | 27 holders, $23.5bn |
| Q1 2023 | 10 holders, $316m | 27 holders, $29.4bn |
| Q2 2023 | 8 holders, $336m | 36 holders, $33.2bn |
| Q3 2023 | 11 holders, $483m | 31 holders, $32.0bn |
| Q4 2023 | 7 holders, $174m | 34 holders, $35.7bn |
| Q1 2024 | 7 holders, $166m | 39 holders, $48.3bn |
| Q2 2024 | 12 holders, $436m | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $157m | 33 holders, $50.4bn |
| Q4 2024 | 6 holders, $163m | 35 holders, $42.1bn |
| Q1 2025 | 8 holders, $145m | 36 holders, $48.4bn |
| Q2 2025 | 5 holders, $219m | 33 holders, $61.9bn |
| Q3 2025 | 12 holders, $360m | 31 holders, $67.0bn |
| Q4 2025 | 11 holders, $454m | 35 holders, $67.3bn |
| Q1 2026 | 11 holders, $521m | 38 holders, $62.0bn |
| Q2 2026 | 11 holders, $543m | 33 holders, $76.9bn |
Lincoln Elec HLDGS Inc
- Holders
- 11
- Reported value
- $454m
- Buyers
- 15
- Sellers
- 20
Breadth -5 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 (9)
AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Voloridge Investment Management LLC, Woodline Partners LP
Only LECO (2)
Only GE (26)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group 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, and 1 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.