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LEU · 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.

LEUGEV
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.
  • LEU
  • GEV
010203040Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterLEUGEV
Q4 20231 holders, $7.9mnone listed holders, n.a.
Q1 20241 holders, $6.0m3 holders, $544m
Q2 20242 holders, $8.9m26 holders, $9.8bn
Q3 20243 holders, $11m31 holders, $11.9bn
Q4 20244 holders, $35m37 holders, $15.3bn
Q1 20252 holders, $17m36 holders, $14.8bn
Q2 20255 holders, $199m36 holders, $26.3bn
Q3 20255 holders, $277m35 holders, $29.5bn
Q4 20256 holders, $260m34 holders, $28.7bn
Q1 2026none listed holders, n.a.31 holders, $36.7bn
Q2 20264 holders, $60m28 holders, $45.0bn
LEU

Centrus Energy Corp

Holders
6
Reported value
$260m
Buyers
20
Sellers
12

Breadth +8 among 92 comparable managers.

MaterialsEnergy and power infrastructure · 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LEU (2)

Freestone Grove Partners LP, Tudor Investment Corp

Only GEV (30)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, and 5 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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