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DVN · 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.

DVNGEV
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.
  • DVN
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterDVNGEV
Q3 202011 holders, $565mnone listed holders, n.a.
Q4 202012 holders, $814mnone listed holders, n.a.
Q1 202118 holders, $1.8bnnone listed holders, n.a.
Q2 202110 holders, $2.2bnnone listed holders, n.a.
Q3 202110 holders, $2.6bnnone listed holders, n.a.
Q4 202112 holders, $3.0bnnone listed holders, n.a.
Q1 202213 holders, $4.0bnnone listed holders, n.a.
Q2 202216 holders, $3.0bnnone listed holders, n.a.
Q3 202215 holders, $2.6bnnone listed holders, n.a.
Q4 202213 holders, $6.3bnnone listed holders, n.a.
Q1 202312 holders, $1.6bnnone listed holders, n.a.
Q2 202310 holders, $905mnone listed holders, n.a.
Q3 202317 holders, $1.1bnnone listed holders, n.a.
Q4 202313 holders, $1.4bnnone listed holders, n.a.
Q1 202411 holders, $1.2bn3 holders, $544m
Q2 202412 holders, $1.3bn26 holders, $9.8bn
Q3 20249 holders, $899m31 holders, $11.9bn
Q4 202414 holders, $1.3bn37 holders, $15.3bn
Q1 202513 holders, $1.0bn36 holders, $14.8bn
Q2 202513 holders, $746m36 holders, $26.3bn
Q3 202511 holders, $985m35 holders, $29.5bn
Q4 20257 holders, $569m34 holders, $28.7bn
Q1 202614 holders, $2.9bn31 holders, $36.7bn
Q2 202617 holders, $5.8bn28 holders, $45.0bn
DVN

Devon Energy Corp New

Holders
17
Reported value
$5.8bn
Buyers
24
Sellers
12

Breadth +12 among 91 comparable managers.

EnergyEnergy and power infrastructure · L3VLUPOil and gas
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 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only DVN (10)

Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, ExodusPoint Capital Management LP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Squarepoint Ops LLC, Walleye Capital LLC

Only GEV (21)

Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment Management LLC, 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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