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LECO · 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.

LECOGEV
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.
  • LECO
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterLECOGEV
Q3 20209 holders, $430mnone listed holders, n.a.
Q4 202010 holders, $500mnone listed holders, n.a.
Q1 20217 holders, $469mnone listed holders, n.a.
Q2 20219 holders, $482mnone listed holders, n.a.
Q3 20217 holders, $422mnone listed holders, n.a.
Q4 20218 holders, $412mnone listed holders, n.a.
Q1 202212 holders, $415mnone listed holders, n.a.
Q2 202212 holders, $347mnone listed holders, n.a.
Q3 202212 holders, $338mnone listed holders, n.a.
Q4 202213 holders, $412mnone listed holders, n.a.
Q1 202310 holders, $316mnone listed holders, n.a.
Q2 20238 holders, $336mnone listed holders, n.a.
Q3 202311 holders, $483mnone listed holders, n.a.
Q4 20237 holders, $174mnone listed holders, n.a.
Q1 20247 holders, $166m3 holders, $544m
Q2 202412 holders, $436m26 holders, $9.8bn
Q3 202410 holders, $157m31 holders, $11.9bn
Q4 20246 holders, $163m37 holders, $15.3bn
Q1 20258 holders, $145m36 holders, $14.8bn
Q2 20255 holders, $219m36 holders, $26.3bn
Q3 202512 holders, $360m35 holders, $29.5bn
Q4 202511 holders, $454m34 holders, $28.7bn
Q1 202611 holders, $521m31 holders, $36.7bn
Q2 202611 holders, $543m28 holders, $45.0bn
LECO

Lincoln Elec HLDGS Inc

Holders
11
Reported value
$521m
Buyers
17
Sellers
16

Breadth +1 among 91 comparable managers.

IndustrialsIndustrials and automation · 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 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LECO (3)

ARK Investment Management LLC, Freestone Grove Partners LP, Point72 Asset Management LP

Only GEV (23)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Investments LP, Walleye Capital LLC, Wellington Management Group LLP, Winton Group Ltd

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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