Holders over time
- EME
- GE
| Quarter | EME | GE |
|---|---|---|
| Q3 2020 | 6 holders, $108m | none listed holders, n.a. |
| Q4 2020 | 5 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 5 holders, $130m | none listed holders, n.a. |
| Q2 2021 | 4 holders, $127m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $117m | 25 holders, $26.6bn |
| Q4 2021 | 5 holders, $136m | 26 holders, $26.6bn |
| Q1 2022 | 5 holders, $95m | 25 holders, $27.5bn |
| Q2 2022 | 8 holders, $109m | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $132m | 22 holders, $17.9bn |
| Q4 2022 | 6 holders, $155m | 27 holders, $23.5bn |
| Q1 2023 | 11 holders, $674m | 27 holders, $29.4bn |
| Q2 2023 | 11 holders, $907m | 36 holders, $33.2bn |
| Q3 2023 | 9 holders, $1.1bn | 31 holders, $32.0bn |
| Q4 2023 | 10 holders, $1.2bn | 34 holders, $35.7bn |
| Q1 2024 | 11 holders, $2.4bn | 39 holders, $48.3bn |
| Q2 2024 | 9 holders, $2.3bn | 35 holders, $44.2bn |
| Q3 2024 | 10 holders, $2.2bn | 33 holders, $50.4bn |
| Q4 2024 | 14 holders, $2.5bn | 35 holders, $42.1bn |
| Q1 2025 | 9 holders, $1.7bn | 36 holders, $48.4bn |
| Q2 2025 | 11 holders, $2.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $3.3bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $2.8bn | 35 holders, $67.3bn |
| Q1 2026 | 15 holders, $3.2bn | 38 holders, $62.0bn |
| Q2 2026 | 17 holders, $3.4bn | 33 holders, $76.9bn |
Emcor Group Inc
- Holders
- 17
- Reported value
- $3.4bn
- Buyers
- 18
- Sellers
- 19
Breadth -1 among 91 comparable managers.
Ge Aerospace
- Holders
- 33
- Reported value
- $76.9bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 91 comparable managers.
Who holds both, Q2 2026
Both (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Man Group PLC, Polen Capital Management LLC, Renaissance Technologies LLC, Verition Fund Management LLC, Voloridge Investment Management LLC
Only EME (5)
MFS Investment Management, Millennium Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, Tudor Investment Corp
Only GE (21)
AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, PDT Partners LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Walleye Capital LLC, Wellington Management Group LLP, 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.