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IEX · 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.

IEXGEV
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.
  • IEX
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterIEXGEV
Q3 202018 holders, $3.3bnnone listed holders, n.a.
Q4 202018 holders, $3.2bnnone listed holders, n.a.
Q1 202115 holders, $3.4bnnone listed holders, n.a.
Q2 202112 holders, $3.3bnnone listed holders, n.a.
Q3 202110 holders, $2.9bnnone listed holders, n.a.
Q4 202114 holders, $3.4bnnone listed holders, n.a.
Q1 202218 holders, $2.5bnnone listed holders, n.a.
Q2 202218 holders, $2.5bnnone listed holders, n.a.
Q3 202216 holders, $2.5bnnone listed holders, n.a.
Q4 202215 holders, $2.9bnnone listed holders, n.a.
Q1 202314 holders, $3.2bnnone listed holders, n.a.
Q2 202320 holders, $2.5bnnone listed holders, n.a.
Q3 202314 holders, $2.9bnnone listed holders, n.a.
Q4 202312 holders, $2.6bnnone listed holders, n.a.
Q1 202411 holders, $3.0bn3 holders, $544m
Q2 202414 holders, $2.1bn26 holders, $9.8bn
Q3 202411 holders, $2.1bn31 holders, $11.9bn
Q4 202415 holders, $2.3bn37 holders, $15.3bn
Q1 202514 holders, $1.9bn36 holders, $14.8bn
Q2 202512 holders, $2.0bn36 holders, $26.3bn
Q3 202514 holders, $1.7bn35 holders, $29.5bn
Q4 202512 holders, $1.8bn34 holders, $28.7bn
Q1 202614 holders, $1.7bn31 holders, $36.7bn
Q2 202611 holders, $1.7bn28 holders, $45.0bn
IEX

Idex Corp

Holders
11
Reported value
$1.7bn
Buyers
14
Sellers
22

Breadth -8 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 IEX (8)

Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Two Sigma Investments LP

Only GEV (25)

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, 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, MFS Investment Management, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment Management LLC, 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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