Holders over time
- EMR
- GE
| Quarter | EMR | GE |
|---|---|---|
| Q3 2020 | 18 holders, $2.4bn | none listed holders, n.a. |
| Q4 2020 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q1 2021 | 16 holders, $3.8bn | none listed holders, n.a. |
| Q2 2021 | 20 holders, $4.6bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $4.4bn | 25 holders, $26.6bn |
| Q4 2021 | 20 holders, $3.7bn | 26 holders, $26.6bn |
| Q1 2022 | 21 holders, $3.3bn | 25 holders, $27.5bn |
| Q2 2022 | 24 holders, $2.8bn | 24 holders, $19.7bn |
| Q3 2022 | 28 holders, $3.1bn | 22 holders, $17.9bn |
| Q4 2022 | 21 holders, $4.3bn | 27 holders, $23.5bn |
| Q1 2023 | 26 holders, $4.3bn | 27 holders, $29.4bn |
| Q2 2023 | 24 holders, $4.1bn | 36 holders, $33.2bn |
| Q3 2023 | 20 holders, $3.8bn | 31 holders, $32.0bn |
| Q4 2023 | 18 holders, $3.5bn | 34 holders, $35.7bn |
| Q1 2024 | 19 holders, $4.1bn | 39 holders, $48.3bn |
| Q2 2024 | 24 holders, $4.3bn | 35 holders, $44.2bn |
| Q3 2024 | 14 holders, $3.8bn | 33 holders, $50.4bn |
| Q4 2024 | 10 holders, $4.1bn | 35 holders, $42.1bn |
| Q1 2025 | 11 holders, $4.0bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $5.4bn | 33 holders, $61.9bn |
| Q3 2025 | 13 holders, $4.7bn | 31 holders, $67.0bn |
| Q4 2025 | 14 holders, $4.5bn | 35 holders, $67.3bn |
| Q1 2026 | 16 holders, $4.6bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $4.7bn | 33 holders, $76.9bn |
Emerson Elec Co
- Holders
- 14
- Reported value
- $4.7bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 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 (11)
AllianceBernstein LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP
Only GE (22)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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.