Holders over time
- RAL
- GEV
| Quarter | RAL | GEV |
|---|---|---|
| Q1 2024 | none listed holders, n.a. | 3 holders, $544m |
| Q2 2024 | none listed holders, n.a. | 26 holders, $9.8bn |
| Q3 2024 | none listed holders, n.a. | 31 holders, $11.9bn |
| Q4 2024 | none listed holders, n.a. | 37 holders, $15.3bn |
| Q1 2025 | none listed holders, n.a. | 36 holders, $14.8bn |
| Q2 2025 | 9 holders, $1.1bn | 36 holders, $26.3bn |
| Q3 2025 | 17 holders, $1.1bn | 35 holders, $29.5bn |
| Q4 2025 | 19 holders, $1.5bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $1.2bn | 31 holders, $36.7bn |
| Q2 2026 | 16 holders, $2.0bn | 28 holders, $45.0bn |
Ralliant Corp
- Holders
- 16
- Reported value
- $1.2bn
- Buyers
- 16
- Sellers
- 21
Breadth -5 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 31
- Reported value
- $36.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (10)
Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, Millennium Management LLC, Rokos Capital Management LLP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
Only RAL (6)
Freestone Grove Partners LP, Hudson Bay Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Viking Global Investors LP
Only GEV (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Two Sigma Investments LP, Walleye Capital 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.