Holders over time
- CSX
- GE
| Quarter | CSX | GE |
|---|---|---|
| Q3 2020 | 28 holders, $13.7bn | none listed holders, n.a. |
| Q4 2020 | 27 holders, $15.8bn | none listed holders, n.a. |
| Q1 2021 | 29 holders, $17.0bn | none listed holders, n.a. |
| Q2 2021 | 25 holders, $16.7bn | none listed holders, n.a. |
| Q3 2021 | 24 holders, $15.0bn | 25 holders, $26.6bn |
| Q4 2021 | 29 holders, $19.6bn | 26 holders, $26.6bn |
| Q1 2022 | 28 holders, $18.0bn | 25 holders, $27.5bn |
| Q2 2022 | 34 holders, $13.0bn | 24 holders, $19.7bn |
| Q3 2022 | 33 holders, $10.7bn | 22 holders, $17.9bn |
| Q4 2022 | 31 holders, $11.8bn | 27 holders, $23.5bn |
| Q1 2023 | 29 holders, $11.3bn | 27 holders, $29.4bn |
| Q2 2023 | 26 holders, $11.7bn | 36 holders, $33.2bn |
| Q3 2023 | 29 holders, $9.4bn | 31 holders, $32.0bn |
| Q4 2023 | 22 holders, $9.4bn | 34 holders, $35.7bn |
| Q1 2024 | 31 holders, $9.4bn | 39 holders, $48.3bn |
| Q2 2024 | 29 holders, $7.2bn | 35 holders, $44.2bn |
| Q3 2024 | 24 holders, $6.7bn | 33 holders, $50.4bn |
| Q4 2024 | 23 holders, $5.7bn | 35 holders, $42.1bn |
| Q1 2025 | 28 holders, $4.6bn | 36 holders, $48.4bn |
| Q2 2025 | 28 holders, $5.8bn | 33 holders, $61.9bn |
| Q3 2025 | 32 holders, $6.9bn | 31 holders, $67.0bn |
| Q4 2025 | 30 holders, $8.5bn | 35 holders, $67.3bn |
| Q1 2026 | 20 holders, $9.5bn | 38 holders, $62.0bn |
| Q2 2026 | 29 holders, $11.0bn | 33 holders, $76.9bn |
CSX Corp
- Holders
- 20
- Reported value
- $9.5bn
- Buyers
- 19
- Sellers
- 25
Breadth -6 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 (15)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
Only CSX (5)
Hudson Bay Capital Management LP, Markel Group Inc, Moore Capital Management LP, Point72 Asset Management LP, Viking Global Investors LP
Only GE (23)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Voloridge Investment Management LLC, Wellington Management Group LLP
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.