Holders over time
- AIT
- GE
| Quarter | AIT | GE |
|---|---|---|
| Q3 2020 | 2 holders, $12m | none listed holders, n.a. |
| Q4 2020 | 1 holders, $15m | none listed holders, n.a. |
| Q1 2021 | 1 holders, $10m | none listed holders, n.a. |
| Q2 2021 | 1 holders, $3.3m | none listed holders, n.a. |
| Q3 2021 | none listed holders, n.a. | 25 holders, $26.6bn |
| Q4 2021 | 2 holders, $122m | 26 holders, $26.6bn |
| Q1 2022 | 2 holders, $265m | 25 holders, $27.5bn |
| Q2 2022 | 2 holders, $126m | 24 holders, $19.7bn |
| Q3 2022 | 4 holders, $135m | 22 holders, $17.9bn |
| Q4 2022 | 4 holders, $171m | 27 holders, $23.5bn |
| Q1 2023 | 3 holders, $174m | 27 holders, $29.4bn |
| Q2 2023 | 3 holders, $72m | 36 holders, $33.2bn |
| Q3 2023 | 5 holders, $94m | 31 holders, $32.0bn |
| Q4 2023 | 4 holders, $219m | 34 holders, $35.7bn |
| Q1 2024 | 6 holders, $242m | 39 holders, $48.3bn |
| Q2 2024 | 5 holders, $207m | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $665m | 33 holders, $50.4bn |
| Q4 2024 | 10 holders, $725m | 35 holders, $42.1bn |
| Q1 2025 | 9 holders, $624m | 36 holders, $48.4bn |
| Q2 2025 | 18 holders, $876m | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $828m | 31 holders, $67.0bn |
| Q4 2025 | 14 holders, $860m | 35 holders, $67.3bn |
| Q1 2026 | 17 holders, $1.2bn | 38 holders, $62.0bn |
| Q2 2026 | 12 holders, $1.5bn | 33 holders, $76.9bn |
Applied Indl Technologies In
- Holders
- 17
- Reported value
- $1.2bn
- Buyers
- 20
- Sellers
- 17
Breadth +3 among 91 comparable managers.
Ge Aerospace
- Holders
- 38
- Reported value
- $62.0bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 among 91 comparable managers.
Who holds both, Q1 2026
Both (14)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Freestone Grove Partners LP, MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Voloridge Investment Management LLC, Wellington Management Group LLP
Only GE (24)
ARK Investment Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Walleye Capital LLC, Winton Group Ltd, 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.