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LII · 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.

LIIGEV
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.
  • LII
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterLIIGEV
Q3 202016 holders, $1.7bnnone listed holders, n.a.
Q4 202017 holders, $1.6bnnone listed holders, n.a.
Q1 202116 holders, $1.6bnnone listed holders, n.a.
Q2 202113 holders, $1.7bnnone listed holders, n.a.
Q3 202113 holders, $1.1bnnone listed holders, n.a.
Q4 202117 holders, $1.1bnnone listed holders, n.a.
Q1 202211 holders, $554mnone listed holders, n.a.
Q2 202211 holders, $496mnone listed holders, n.a.
Q3 202213 holders, $498mnone listed holders, n.a.
Q4 202214 holders, $530mnone listed holders, n.a.
Q1 202316 holders, $572mnone listed holders, n.a.
Q2 202312 holders, $822mnone listed holders, n.a.
Q3 202314 holders, $1.1bnnone listed holders, n.a.
Q4 202311 holders, $637mnone listed holders, n.a.
Q1 202414 holders, $963m3 holders, $544m
Q2 202413 holders, $888m26 holders, $9.8bn
Q3 202411 holders, $706m31 holders, $11.9bn
Q4 20249 holders, $817m37 holders, $15.3bn
Q1 202511 holders, $1.0bn36 holders, $14.8bn
Q2 202512 holders, $1.2bn36 holders, $26.3bn
Q3 202515 holders, $860m35 holders, $29.5bn
Q4 202512 holders, $1.2bn34 holders, $28.7bn
Q1 202612 holders, $1.2bn31 holders, $36.7bn
Q2 20267 holders, $1.5bn28 holders, $45.0bn
LII

Lennox Intl Inc

Holders
12
Reported value
$1.2bn
Buyers
15
Sellers
21

Breadth -6 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 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LII (8)

Citadel Advisors LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Tudor Investment Corp, Viking Global Investors LP

Only GEV (27)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Rokos Capital Management LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital LLC, and 2 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.

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