Holders over time
- INIO
- GE
| Quarter | INIO | GE |
|---|---|---|
| Q3 2021 | none listed holders, n.a. | 25 holders, $26.6bn |
| Q4 2021 | none listed holders, n.a. | 26 holders, $26.6bn |
| Q1 2022 | none listed holders, n.a. | 25 holders, $27.5bn |
| Q2 2022 | none listed holders, n.a. | 24 holders, $19.7bn |
| Q3 2022 | none listed holders, n.a. | 22 holders, $17.9bn |
| Q4 2022 | none listed holders, n.a. | 27 holders, $23.5bn |
| Q1 2023 | none listed holders, n.a. | 27 holders, $29.4bn |
| Q2 2023 | none listed holders, n.a. | 36 holders, $33.2bn |
| Q3 2023 | none listed holders, n.a. | 31 holders, $32.0bn |
| Q4 2023 | none listed holders, n.a. | 34 holders, $35.7bn |
| Q1 2024 | none listed holders, n.a. | 39 holders, $48.3bn |
| Q2 2024 | none listed holders, n.a. | 35 holders, $44.2bn |
| Q3 2024 | none listed holders, n.a. | 33 holders, $50.4bn |
| Q4 2024 | none listed holders, n.a. | 35 holders, $42.1bn |
| Q1 2025 | none listed holders, n.a. | 36 holders, $48.4bn |
| Q2 2025 | none listed holders, n.a. | 33 holders, $61.9bn |
| Q3 2025 | none listed holders, n.a. | 31 holders, $67.0bn |
| Q4 2025 | none listed holders, n.a. | 35 holders, $67.3bn |
| Q1 2026 | none listed holders, n.a. | 38 holders, $62.0bn |
| Q2 2026 | 21 holders, $1.8bn | 33 holders, $76.9bn |
- Holders
- 21
- Reported value
- $1.8bn
- Buyers
- 32
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
Ge Aerospace
- Holders
- 33
- Reported value
- $76.9bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 91 comparable managers.
Who holds both, Q2 2026
Both (8)
Capital Research Global Investors, Capital World Investors, Freestone Grove Partners LP, Holocene Advisors LP, Janus Henderson Group Ltd, T. Rowe Price Associates Inc, Verition Fund Management LLC, Woodline Partners LP
Only INIO (13)
Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Element Capital Management LLC, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Winton Group Ltd
Only GE (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, PDT Partners LLC, Polen Capital Management LLC, Renaissance Technologies LLC, TCI Fund Management Ltd, Trian Fund Management LP, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.