Holders over time
- BMI
- GE
| Quarter | BMI | GE |
|---|---|---|
| Q3 2020 | 1 holders, $9.3m | none listed holders, n.a. |
| Q4 2020 | 2 holders, $15m | none listed holders, n.a. |
| Q1 2021 | 3 holders, $30m | none listed holders, n.a. |
| Q2 2021 | 3 holders, $33m | none listed holders, n.a. |
| Q3 2021 | 2 holders, $31m | 25 holders, $26.6bn |
| Q4 2021 | 2 holders, $31m | 26 holders, $26.6bn |
| Q1 2022 | 2 holders, $27m | 25 holders, $27.5bn |
| Q2 2022 | 3 holders, $13m | 24 holders, $19.7bn |
| Q3 2022 | 2 holders, $14m | 22 holders, $17.9bn |
| Q4 2022 | 3 holders, $15m | 27 holders, $23.5bn |
| Q1 2023 | 2 holders, $19m | 27 holders, $29.4bn |
| Q2 2023 | 3 holders, $35m | 36 holders, $33.2bn |
| Q3 2023 | 3 holders, $32m | 31 holders, $32.0bn |
| Q4 2023 | 3 holders, $35m | 34 holders, $35.7bn |
| Q1 2024 | 5 holders, $46m | 39 holders, $48.3bn |
| Q2 2024 | 5 holders, $76m | 35 holders, $44.2bn |
| Q3 2024 | 6 holders, $96m | 33 holders, $50.4bn |
| Q4 2024 | 6 holders, $49m | 35 holders, $42.1bn |
| Q1 2025 | 10 holders, $217m | 36 holders, $48.4bn |
| Q2 2025 | 9 holders, $202m | 33 holders, $61.9bn |
| Q3 2025 | 9 holders, $207m | 31 holders, $67.0bn |
| Q4 2025 | 5 holders, $176m | 35 holders, $67.3bn |
| Q1 2026 | 8 holders, $218m | 38 holders, $62.0bn |
| Q2 2026 | 4 holders, $143m | 33 holders, $76.9bn |
Badger Meter Inc
- Holders
- 8
- Reported value
- $218m
- Buyers
- 16
- Sellers
- 13
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 (7)
Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Marshall Wace LLP, Neuberger Berman Group LLC, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only BMI (1)
Only GE (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, and 6 more
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.