Holders over time
- INIO
- GEV
| Quarter | INIO | GEV |
|---|---|---|
| Q1 2024 | none listed holders, n.a. | 3 holders, $544m |
| Q2 2024 | none listed holders, n.a. | 26 holders, $9.8bn |
| Q3 2024 | none listed holders, n.a. | 31 holders, $11.9bn |
| Q4 2024 | none listed holders, n.a. | 37 holders, $15.3bn |
| Q1 2025 | none listed holders, n.a. | 36 holders, $14.8bn |
| Q2 2025 | none listed holders, n.a. | 36 holders, $26.3bn |
| Q3 2025 | none listed holders, n.a. | 35 holders, $29.5bn |
| Q4 2025 | none listed holders, n.a. | 34 holders, $28.7bn |
| Q1 2026 | none listed holders, n.a. | 31 holders, $36.7bn |
| Q2 2026 | 21 holders, $1.8bn | 28 holders, $45.0bn |
- Holders
- 21
- Reported value
- $1.8bn
- Buyers
- 32
- Sellers
- 0
Not ranked this quarter: its new positions are allocations in a new listing.
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 (9)
Capital Research Global Investors, Capital World Investors, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, MFS Investment Management, T. Rowe Price Associates Inc, Winton Group Ltd, Woodline Partners LP
Only INIO (12)
Balyasny Asset Management LLC, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Element Capital Management LLC, First Eagle Investment Management LLC, Freestone Grove Partners LP, Marshall Wace LLP, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Verition Fund Management LLC
Only GEV (19)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Maverick Capital Ltd, Neuberger Berman Group LLC, Polen Capital Management LLC, Tiger Global Management LLC, Voloridge Investment Management 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.