Holders over time
- NSC
- GE
| Quarter | NSC | GE |
|---|---|---|
| Q3 2020 | 20 holders, $4.3bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $5.5bn | none listed holders, n.a. |
| Q1 2021 | 19 holders, $6.0bn | none listed holders, n.a. |
| Q2 2021 | 26 holders, $5.6bn | none listed holders, n.a. |
| Q3 2021 | 22 holders, $4.6bn | 25 holders, $26.6bn |
| Q4 2021 | 19 holders, $5.7bn | 26 holders, $26.6bn |
| Q1 2022 | 23 holders, $5.1bn | 25 holders, $27.5bn |
| Q2 2022 | 22 holders, $3.7bn | 24 holders, $19.7bn |
| Q3 2022 | 20 holders, $2.4bn | 22 holders, $17.9bn |
| Q4 2022 | 22 holders, $3.4bn | 27 holders, $23.5bn |
| Q1 2023 | 25 holders, $3.8bn | 27 holders, $29.4bn |
| Q2 2023 | 23 holders, $5.2bn | 36 holders, $33.2bn |
| Q3 2023 | 20 holders, $4.1bn | 31 holders, $32.0bn |
| Q4 2023 | 19 holders, $4.9bn | 34 holders, $35.7bn |
| Q1 2024 | 22 holders, $5.9bn | 39 holders, $48.3bn |
| Q2 2024 | 17 holders, $5.2bn | 35 holders, $44.2bn |
| Q3 2024 | 18 holders, $7.2bn | 33 holders, $50.4bn |
| Q4 2024 | 24 holders, $7.2bn | 35 holders, $42.1bn |
| Q1 2025 | 17 holders, $7.8bn | 36 holders, $48.4bn |
| Q2 2025 | 22 holders, $8.8bn | 33 holders, $61.9bn |
| Q3 2025 | 30 holders, $10.3bn | 31 holders, $67.0bn |
| Q4 2025 | 29 holders, $10.2bn | 35 holders, $67.3bn |
| Q1 2026 | 28 holders, $9.3bn | 38 holders, $62.0bn |
| Q2 2026 | 29 holders, $8.7bn | 33 holders, $76.9bn |
Norfolk Southern Corp
- Holders
- 28
- Reported value
- $9.3bn
- Buyers
- 24
- Sellers
- 15
Breadth +9 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 (19)
AllianceBernstein LP, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only NSC (9)
Arrowstreet Capital LP, Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Markel Group Inc, Moore Capital Management LP, Rokos Capital Management LLP, Third Point LLC, Tudor Investment Corp, Verition Fund Management LLC
Only GE (19)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Janus Henderson Group Ltd, MFS Investment Management, PDT Partners LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Voloridge Investment Management LLC, 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.