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DCI · 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.

DCIGEV
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.
  • DCI
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterDCIGEV
Q3 20207 holders, $199mnone listed holders, n.a.
Q4 20207 holders, $203mnone listed holders, n.a.
Q1 20217 holders, $164mnone listed holders, n.a.
Q2 20217 holders, $195mnone listed holders, n.a.
Q3 20217 holders, $205mnone listed holders, n.a.
Q4 202111 holders, $215mnone listed holders, n.a.
Q1 202212 holders, $156mnone listed holders, n.a.
Q2 202212 holders, $147mnone listed holders, n.a.
Q3 20227 holders, $105mnone listed holders, n.a.
Q4 20228 holders, $154mnone listed holders, n.a.
Q1 202311 holders, $201mnone listed holders, n.a.
Q2 202310 holders, $206mnone listed holders, n.a.
Q3 20236 holders, $180mnone listed holders, n.a.
Q4 20238 holders, $221mnone listed holders, n.a.
Q1 202410 holders, $248m3 holders, $544m
Q2 20249 holders, $254m26 holders, $9.8bn
Q3 202411 holders, $268m31 holders, $11.9bn
Q4 20247 holders, $256m37 holders, $15.3bn
Q1 20259 holders, $259m36 holders, $14.8bn
Q2 20259 holders, $183m36 holders, $26.3bn
Q3 20259 holders, $209m35 holders, $29.5bn
Q4 202511 holders, $295m34 holders, $28.7bn
Q1 20267 holders, $227m31 holders, $36.7bn
Q2 202610 holders, $313m28 holders, $45.0bn
DCI

Donaldson Inc

Holders
10
Reported value
$313m
Buyers
20
Sellers
12

Breadth +8 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DCI (5)

First Eagle Investment Management LLC, Freestone Grove Partners LP, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC

Only GEV (23)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment Management 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.

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