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SYM · GE 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.

SYMGE
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.
  • SYM
  • GE
01020304020222023202420252026
Holders and value by quarter
QuarterSYMGE
Q3 2021none listed holders, n.a.25 holders, $26.6bn
Q4 2021none listed holders, n.a.26 holders, $26.6bn
Q1 2022none listed holders, n.a.25 holders, $27.5bn
Q2 2022none listed holders, n.a.24 holders, $19.7bn
Q3 2022none listed holders, n.a.22 holders, $17.9bn
Q4 2022none listed holders, n.a.27 holders, $23.5bn
Q1 2023none listed holders, n.a.27 holders, $29.4bn
Q2 20231 holders, $12m36 holders, $33.2bn
Q3 20232 holders, $26m31 holders, $32.0bn
Q4 20233 holders, $81m34 holders, $35.7bn
Q1 20242 holders, $427m39 holders, $48.3bn
Q2 20242 holders, $375m35 holders, $44.2bn
Q3 20242 holders, $357m33 holders, $50.4bn
Q4 20243 holders, $335m35 holders, $42.1bn
Q1 20253 holders, $287m36 holders, $48.4bn
Q2 20255 holders, $543m33 holders, $61.9bn
Q3 20257 holders, $782m31 holders, $67.0bn
Q4 20259 holders, $938m35 holders, $67.3bn
Q1 20266 holders, $757m38 holders, $62.0bn
Q2 20266 holders, $704m33 holders, $76.9bn
SYM

Symbotic Inc

Holders
6
Reported value
$757m
Buyers
15
Sellers
14

Breadth +1 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GE

Ge Aerospace

Holders
38
Reported value
$62.0bn
Buyers
24
Sellers
19

Breadth +5 among 91 comparable managers.

IndustrialsIndustrials 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 SYM (1)

Baillie Gifford & Co

Only GE (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, PDT Partners LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 8 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.

Back to the 13F Explorer →