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FLS · 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.

FLSGEV
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.
  • FLS
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterFLSGEV
Q3 20208 holders, $872mnone listed holders, n.a.
Q4 20205 holders, $1.2bnnone listed holders, n.a.
Q1 20218 holders, $1.2bnnone listed holders, n.a.
Q2 20217 holders, $1.2bnnone listed holders, n.a.
Q3 20218 holders, $966mnone listed holders, n.a.
Q4 20218 holders, $622mnone listed holders, n.a.
Q1 202210 holders, $1.0bnnone listed holders, n.a.
Q2 20229 holders, $1.3bnnone listed holders, n.a.
Q3 20228 holders, $803mnone listed holders, n.a.
Q4 20228 holders, $1.4bnnone listed holders, n.a.
Q1 20237 holders, $1.4bnnone listed holders, n.a.
Q2 202310 holders, $1.1bnnone listed holders, n.a.
Q3 202311 holders, $1.1bnnone listed holders, n.a.
Q4 202314 holders, $1.0bnnone listed holders, n.a.
Q1 202412 holders, $1.1bn3 holders, $544m
Q2 202412 holders, $1.3bn26 holders, $9.8bn
Q3 202414 holders, $1.4bn31 holders, $11.9bn
Q4 202418 holders, $1.3bn37 holders, $15.3bn
Q1 202518 holders, $1.0bn36 holders, $14.8bn
Q2 202517 holders, $1.0bn36 holders, $26.3bn
Q3 202511 holders, $984m35 holders, $29.5bn
Q4 202510 holders, $1.2bn34 holders, $28.7bn
Q1 202611 holders, $1.2bn31 holders, $36.7bn
Q2 202613 holders, $1.3bn28 holders, $45.0bn
FLS

Flowserve Corp

Holders
13
Reported value
$1.3bn
Buyers
15
Sellers
22

Breadth -7 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 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLS (8)

D1 Capital Partners LP, Durable Capital Partners LP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Starboard Value LP, Steadfast Capital Management LP

Only GEV (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group 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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