Holders over time
- GE
- GEV
| Quarter | GE | GEV |
|---|---|---|
| Q3 2021 | 25 holders, $26.6bn | none listed holders, n.a. |
| Q4 2021 | 26 holders, $26.6bn | none listed holders, n.a. |
| Q1 2022 | 25 holders, $27.5bn | none listed holders, n.a. |
| Q2 2022 | 24 holders, $19.7bn | none listed holders, n.a. |
| Q3 2022 | 22 holders, $17.9bn | none listed holders, n.a. |
| Q4 2022 | 27 holders, $23.5bn | none listed holders, n.a. |
| Q1 2023 | 27 holders, $29.4bn | none listed holders, n.a. |
| Q2 2023 | 36 holders, $33.2bn | none listed holders, n.a. |
| Q3 2023 | 31 holders, $32.0bn | none listed holders, n.a. |
| Q4 2023 | 34 holders, $35.7bn | none listed holders, n.a. |
| Q1 2024 | 39 holders, $48.3bn | 3 holders, $544m |
| Q2 2024 | 35 holders, $44.2bn | 26 holders, $9.8bn |
| Q3 2024 | 33 holders, $50.4bn | 31 holders, $11.9bn |
| Q4 2024 | 35 holders, $42.1bn | 37 holders, $15.3bn |
| Q1 2025 | 36 holders, $48.4bn | 36 holders, $14.8bn |
| Q2 2025 | 33 holders, $61.9bn | 36 holders, $26.3bn |
| Q3 2025 | 31 holders, $67.0bn | 35 holders, $29.5bn |
| Q4 2025 | 35 holders, $67.3bn | 34 holders, $28.7bn |
| Q1 2026 | 38 holders, $62.0bn | 31 holders, $36.7bn |
| Q2 2026 | 33 holders, $76.9bn | 28 holders, $45.0bn |
Ge Aerospace
- Holders
- 33
- Reported value
- $76.9bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only GE (12)
ARK Investment Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Freestone Grove Partners LP, Jane Street Group LLC, PDT Partners LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Walleye Capital LLC
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.