Holders over time
- XYL
- GEV
| Quarter | XYL | GEV |
|---|---|---|
| Q3 2020 | 7 holders, $519m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $656m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $904m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $967m | none listed holders, n.a. |
| Q3 2021 | 5 holders, $1.0bn | none listed holders, n.a. |
| Q4 2021 | 11 holders, $1.1bn | none listed holders, n.a. |
| Q1 2022 | 13 holders, $1.0bn | none listed holders, n.a. |
| Q2 2022 | 10 holders, $897m | none listed holders, n.a. |
| Q3 2022 | 11 holders, $913m | none listed holders, n.a. |
| Q4 2022 | 9 holders, $1.1bn | none listed holders, n.a. |
| Q1 2023 | 21 holders, $1.7bn | none listed holders, n.a. |
| Q2 2023 | 23 holders, $2.3bn | none listed holders, n.a. |
| Q3 2023 | 18 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 17 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 14 holders, $2.1bn | 3 holders, $544m |
| Q2 2024 | 22 holders, $2.5bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $1.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $1.4bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $1.9bn | 36 holders, $14.8bn |
| Q2 2025 | 14 holders, $2.0bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $2.0bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $1.6bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $1.3bn | 31 holders, $36.7bn |
| Q2 2026 | 10 holders, $1.2bn | 28 holders, $45.0bn |
Xylem Inc
- Holders
- 16
- Reported value
- $1.3bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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 (9)
Acadian Asset Management LLC, Artisan Partners LP, Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Voloridge Investment Management LLC
Only XYL (7)
D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Man Group PLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp
Only GEV (22)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital 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), MFS Investment Management, 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, Woodline Partners LP
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.