Holders over time
- WWD
- GEV
| Quarter | WWD | GEV |
|---|---|---|
| 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 | none listed holders, n.a. |
| Q4 2021 | 7 holders, $844m | none listed holders, n.a. |
| Q1 2022 | 4 holders, $930m | none listed holders, n.a. |
| Q2 2022 | 5 holders, $678m | none listed holders, n.a. |
| Q3 2022 | 4 holders, $590m | none listed holders, n.a. |
| Q4 2022 | 7 holders, $745m | none listed holders, n.a. |
| Q1 2023 | 7 holders, $753m | none listed holders, n.a. |
| Q2 2023 | 5 holders, $862m | none listed holders, n.a. |
| Q3 2023 | 12 holders, $798m | none listed holders, n.a. |
| Q4 2023 | 12 holders, $770m | none listed holders, n.a. |
| Q1 2024 | 12 holders, $828m | 3 holders, $544m |
| Q2 2024 | 11 holders, $938m | 26 holders, $9.8bn |
| Q3 2024 | 7 holders, $1.1bn | 31 holders, $11.9bn |
| Q4 2024 | 8 holders, $739m | 37 holders, $15.3bn |
| Q1 2025 | 10 holders, $906m | 36 holders, $14.8bn |
| Q2 2025 | 13 holders, $1.1bn | 36 holders, $26.3bn |
| Q3 2025 | 15 holders, $1.3bn | 35 holders, $29.5bn |
| Q4 2025 | 20 holders, $1.7bn | 34 holders, $28.7bn |
| Q1 2026 | 26 holders, $2.9bn | 31 holders, $36.7bn |
| Q2 2026 | 22 holders, $3.6bn | 28 holders, $45.0bn |
Woodward Inc
- Holders
- 20
- Reported value
- $1.7bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 92 comparable managers.
Ge Vernova Inc
- Holders
- 34
- Reported value
- $28.7bn
- Buyers
- 18
- Sellers
- 28
Breadth -10 among 92 comparable managers.
Who holds both, Q4 2025
Both (15)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd
Only WWD (5)
Brevan Howard Capital Management LP, Capital Research Global Investors, Freestone Grove Partners LP, Moore Capital Management LP, Soros Fund Management LLC
Only GEV (19)
AllianceBernstein LP, Arrowstreet Capital LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, 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.