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BWXT · 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.

BWXTGEV
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.
  • BWXT
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterBWXTGEV
Q3 20207 holders, $1.5bnnone listed holders, n.a.
Q4 20209 holders, $1.5bnnone listed holders, n.a.
Q1 20216 holders, $1.5bnnone listed holders, n.a.
Q2 20216 holders, $1.2bnnone listed holders, n.a.
Q3 20216 holders, $1.1bnnone listed holders, n.a.
Q4 20218 holders, $981mnone listed holders, n.a.
Q1 202210 holders, $1.1bnnone listed holders, n.a.
Q2 202211 holders, $1.2bnnone listed holders, n.a.
Q3 20229 holders, $605mnone listed holders, n.a.
Q4 20229 holders, $707mnone listed holders, n.a.
Q1 20238 holders, $717mnone listed holders, n.a.
Q2 20236 holders, $660mnone listed holders, n.a.
Q3 20234 holders, $545mnone listed holders, n.a.
Q4 20235 holders, $441mnone listed holders, n.a.
Q1 20248 holders, $652m3 holders, $544m
Q2 20247 holders, $533m26 holders, $9.8bn
Q3 20249 holders, $574m31 holders, $11.9bn
Q4 202412 holders, $668m37 holders, $15.3bn
Q1 202511 holders, $364m36 holders, $14.8bn
Q2 202511 holders, $733m36 holders, $26.3bn
Q3 202513 holders, $1.4bn35 holders, $29.5bn
Q4 202513 holders, $1.3bn34 holders, $28.7bn
Q1 202616 holders, $1.7bn31 holders, $36.7bn
Q2 202613 holders, $1.3bn28 holders, $45.0bn
BWXT

BWX Technologies Inc

Holders
16
Reported value
$1.7bn
Buyers
15
Sellers
20

Breadth -5 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUP
GEV

Ge Vernova Inc

Holders
31
Reported value
$36.7bn
Buyers
22
Sellers
22

Breadth 0 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2026

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only BWXT (4)

ARK Investment Management LLC, Davidson Kempner Capital Management LP, Moore Capital Management LP, Polen Capital Management LLC

Only GEV (19)

Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.

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