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GFL · 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.

GFLGEV
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.
  • GFL
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterGFLGEV
Q3 20203 holders, $353mnone listed holders, n.a.
Q4 20204 holders, $541mnone listed holders, n.a.
Q1 20213 holders, $564mnone listed holders, n.a.
Q2 20218 holders, $519mnone listed holders, n.a.
Q3 20218 holders, $946mnone listed holders, n.a.
Q4 202110 holders, $1.1bnnone listed holders, n.a.
Q1 20229 holders, $993mnone listed holders, n.a.
Q2 20229 holders, $703mnone listed holders, n.a.
Q3 20228 holders, $734mnone listed holders, n.a.
Q4 202211 holders, $929mnone listed holders, n.a.
Q1 20238 holders, $1.4bnnone listed holders, n.a.
Q2 202311 holders, $2.1bnnone listed holders, n.a.
Q3 20239 holders, $1.8bnnone listed holders, n.a.
Q4 202311 holders, $2.1bnnone listed holders, n.a.
Q1 202414 holders, $2.5bn3 holders, $544m
Q2 202413 holders, $2.8bn26 holders, $9.8bn
Q3 202414 holders, $3.1bn31 holders, $11.9bn
Q4 202410 holders, $3.4bn37 holders, $15.3bn
Q1 202517 holders, $3.7bn36 holders, $14.8bn
Q2 202512 holders, $3.6bn36 holders, $26.3bn
Q3 20259 holders, $3.0bn35 holders, $29.5bn
Q4 202516 holders, $3.3bn34 holders, $28.7bn
Q1 202613 holders, $3.1bn31 holders, $36.7bn
Q2 202610 holders, $2.6bn28 holders, $45.0bn
GFL

GFL Environmental Inc

Holders
10
Reported value
$2.6bn
Buyers
9
Sellers
27

Breadth -18 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · 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 33 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only GFL (5)

Balyasny Asset Management LLC, Marshall Wace LLP, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital LLC

Only GEV (23)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, 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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