Holders over time
- WHD
- GE
| Quarter | WHD | GE |
|---|---|---|
| Q3 2020 | 5 holders, $46m | none listed holders, n.a. |
| Q4 2020 | 2 holders, $9.9m | none listed holders, n.a. |
| Q1 2021 | 1 holders, $1.1m | none listed holders, n.a. |
| Q2 2021 | 2 holders, $1.6m | none listed holders, n.a. |
| Q3 2021 | 2 holders, $127m | 25 holders, $26.6bn |
| Q4 2021 | 1 holders, $185m | 26 holders, $26.6bn |
| Q1 2022 | 3 holders, $579m | 25 holders, $27.5bn |
| Q2 2022 | 2 holders, $349m | 24 holders, $19.7bn |
| Q3 2022 | 3 holders, $148m | 22 holders, $17.9bn |
| Q4 2022 | 3 holders, $222m | 27 holders, $23.5bn |
| Q1 2023 | 4 holders, $210m | 27 holders, $29.4bn |
| Q2 2023 | 3 holders, $133m | 36 holders, $33.2bn |
| Q3 2023 | 3 holders, $144m | 31 holders, $32.0bn |
| Q4 2023 | 3 holders, $94m | 34 holders, $35.7bn |
| Q1 2024 | 4 holders, $570m | 39 holders, $48.3bn |
| Q2 2024 | 5 holders, $631m | 35 holders, $44.2bn |
| Q3 2024 | 7 holders, $681m | 33 holders, $50.4bn |
| Q4 2024 | 7 holders, $636m | 35 holders, $42.1bn |
| Q1 2025 | 4 holders, $86m | 36 holders, $48.4bn |
| Q2 2025 | 3 holders, $67m | 33 holders, $61.9bn |
| Q3 2025 | 3 holders, $154m | 31 holders, $67.0bn |
| Q4 2025 | 6 holders, $262m | 35 holders, $67.3bn |
| Q1 2026 | 4 holders, $275m | 38 holders, $62.0bn |
| Q2 2026 | 5 holders, $311m | 33 holders, $76.9bn |
Cactus Inc
- Holders
- 6
- Reported value
- $262m
- Buyers
- 14
- Sellers
- 12
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 (4)
Capital Research Global Investors, Freestone Grove Partners LP, Holocene Advisors LP, Wellington Management Group LLP
Only WHD (2)
Only GE (31)
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, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group 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, and 6 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.