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ZBRA · 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.

ZBRAGEV
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.
  • ZBRA
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterZBRAGEV
Q3 202015 holders, $1.0bnnone listed holders, n.a.
Q4 202013 holders, $1.6bnnone listed holders, n.a.
Q1 202112 holders, $2.5bnnone listed holders, n.a.
Q2 202115 holders, $2.9bnnone listed holders, n.a.
Q3 202118 holders, $2.9bnnone listed holders, n.a.
Q4 202114 holders, $2.8bnnone listed holders, n.a.
Q1 202215 holders, $2.0bnnone listed holders, n.a.
Q2 202218 holders, $1.5bnnone listed holders, n.a.
Q3 202213 holders, $1.2bnnone listed holders, n.a.
Q4 202213 holders, $1.0bnnone listed holders, n.a.
Q1 20238 holders, $842mnone listed holders, n.a.
Q2 20238 holders, $1.0bnnone listed holders, n.a.
Q3 20238 holders, $726mnone listed holders, n.a.
Q4 20239 holders, $946mnone listed holders, n.a.
Q1 202411 holders, $1.2bn3 holders, $544m
Q2 202410 holders, $1.3bn26 holders, $9.8bn
Q3 202413 holders, $1.4bn31 holders, $11.9bn
Q4 202417 holders, $1.7bn37 holders, $15.3bn
Q1 202518 holders, $1.4bn36 holders, $14.8bn
Q2 202518 holders, $1.6bn36 holders, $26.3bn
Q3 202522 holders, $1.7bn35 holders, $29.5bn
Q4 202513 holders, $950m34 holders, $28.7bn
Q1 20268 holders, $432m31 holders, $36.7bn
Q2 20269 holders, $1.4bn28 holders, $45.0bn
ZBRA

Zebra Technologies Corporati

Holders
13
Reported value
$950m
Buyers
19
Sellers
22

Breadth -3 among 92 comparable managers.

IndustrialsIndustrials and automation · 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 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ZBRA (3)

Hudson Bay Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC

Only GEV (24)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd

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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