Holders over time
- WWD
- GE
| Quarter | WWD | GE |
|---|---|---|
| Q3 2020 | 6 holders, $601m | none listed holders, n.a. |
| Q4 2020 | 5 holders, $890m | none listed holders, n.a. |
| Q1 2021 | 4 holders, $881m | none listed holders, n.a. |
| Q2 2021 | 6 holders, $935m | none listed holders, n.a. |
| Q3 2021 | 6 holders, $863m | 25 holders, $26.6bn |
| Q4 2021 | 7 holders, $844m | 26 holders, $26.6bn |
| Q1 2022 | 4 holders, $930m | 25 holders, $27.5bn |
| Q2 2022 | 5 holders, $678m | 24 holders, $19.7bn |
| Q3 2022 | 4 holders, $590m | 22 holders, $17.9bn |
| Q4 2022 | 7 holders, $745m | 27 holders, $23.5bn |
| Q1 2023 | 7 holders, $753m | 27 holders, $29.4bn |
| Q2 2023 | 5 holders, $862m | 36 holders, $33.2bn |
| Q3 2023 | 12 holders, $798m | 31 holders, $32.0bn |
| Q4 2023 | 12 holders, $770m | 34 holders, $35.7bn |
| Q1 2024 | 12 holders, $828m | 39 holders, $48.3bn |
| Q2 2024 | 11 holders, $938m | 35 holders, $44.2bn |
| Q3 2024 | 7 holders, $1.1bn | 33 holders, $50.4bn |
| Q4 2024 | 8 holders, $739m | 35 holders, $42.1bn |
| Q1 2025 | 10 holders, $906m | 36 holders, $48.4bn |
| Q2 2025 | 13 holders, $1.1bn | 33 holders, $61.9bn |
| Q3 2025 | 15 holders, $1.3bn | 31 holders, $67.0bn |
| Q4 2025 | 20 holders, $1.7bn | 35 holders, $67.3bn |
| Q1 2026 | 26 holders, $2.9bn | 38 holders, $62.0bn |
| Q2 2026 | 22 holders, $3.6bn | 33 holders, $76.9bn |
Woodward Inc
- Holders
- 20
- Reported value
- $1.7bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 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 (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, D. E. Shaw & Co., Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only WWD (5)
Balyasny Asset Management LLC, Moore Capital Management LP, Soros Fund Management LLC, Verition Fund Management LLC, Winton Group Ltd
Only GE (20)
AllianceBernstein LP, ARK Investment Management LLC, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Two Sigma Advisers LP, Wellington Management Group LLP, Woodline Partners LP
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.