Holders over time
- AME
- GEV
| Quarter | AME | GEV |
|---|---|---|
| Q3 2020 | 20 holders, $3.2bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $4.1bn | none listed holders, n.a. |
| Q1 2021 | 21 holders, $3.9bn | none listed holders, n.a. |
| Q2 2021 | 21 holders, $4.1bn | none listed holders, n.a. |
| Q3 2021 | 27 holders, $4.2bn | none listed holders, n.a. |
| Q4 2021 | 28 holders, $4.7bn | none listed holders, n.a. |
| Q1 2022 | 26 holders, $4.3bn | none listed holders, n.a. |
| Q2 2022 | 32 holders, $3.6bn | none listed holders, n.a. |
| Q3 2022 | 30 holders, $3.8bn | none listed holders, n.a. |
| Q4 2022 | 28 holders, $4.9bn | none listed holders, n.a. |
| Q1 2023 | 27 holders, $5.8bn | none listed holders, n.a. |
| Q2 2023 | 25 holders, $6.4bn | none listed holders, n.a. |
| Q3 2023 | 28 holders, $5.7bn | none listed holders, n.a. |
| Q4 2023 | 22 holders, $5.9bn | none listed holders, n.a. |
| Q1 2024 | 23 holders, $6.2bn | 3 holders, $544m |
| Q2 2024 | 24 holders, $6.3bn | 26 holders, $9.8bn |
| Q3 2024 | 22 holders, $6.3bn | 31 holders, $11.9bn |
| Q4 2024 | 26 holders, $6.3bn | 37 holders, $15.3bn |
| Q1 2025 | 25 holders, $5.5bn | 36 holders, $14.8bn |
| Q2 2025 | 31 holders, $6.0bn | 36 holders, $26.3bn |
| Q3 2025 | 32 holders, $6.2bn | 35 holders, $29.5bn |
| Q4 2025 | 31 holders, $7.3bn | 34 holders, $28.7bn |
| Q1 2026 | 34 holders, $7.1bn | 31 holders, $36.7bn |
| Q2 2026 | 34 holders, $7.6bn | 28 holders, $45.0bn |
Ametek Inc
- Holders
- 34
- Reported value
- $7.1bn
- Buyers
- 24
- Sellers
- 19
Breadth +5 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 31
- Reported value
- $36.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (21)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd
Only AME (13)
ARK Investment Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Man Group PLC, Point72 Asset Management LP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Verition Fund Management LLC
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.