Holders over time
- IR
- GE
| Quarter | IR | GE |
|---|---|---|
| Q3 2020 | 13 holders, $6.1bn | none listed holders, n.a. |
| Q4 2020 | 20 holders, $7.2bn | none listed holders, n.a. |
| Q1 2021 | 14 holders, $6.9bn | none listed holders, n.a. |
| Q2 2021 | 16 holders, $7.0bn | none listed holders, n.a. |
| Q3 2021 | 17 holders, $7.8bn | 25 holders, $26.6bn |
| Q4 2021 | 13 holders, $8.8bn | 26 holders, $26.6bn |
| Q1 2022 | 12 holders, $7.5bn | 25 holders, $27.5bn |
| Q2 2022 | 12 holders, $6.3bn | 24 holders, $19.7bn |
| Q3 2022 | 12 holders, $4.2bn | 22 holders, $17.9bn |
| Q4 2022 | 18 holders, $5.1bn | 27 holders, $23.5bn |
| Q1 2023 | 23 holders, $5.9bn | 27 holders, $29.4bn |
| Q2 2023 | 21 holders, $6.7bn | 36 holders, $33.2bn |
| Q3 2023 | 19 holders, $6.4bn | 31 holders, $32.0bn |
| Q4 2023 | 17 holders, $6.8bn | 34 holders, $35.7bn |
| Q1 2024 | 17 holders, $8.1bn | 39 holders, $48.3bn |
| Q2 2024 | 15 holders, $8.9bn | 35 holders, $44.2bn |
| Q3 2024 | 12 holders, $9.7bn | 33 holders, $50.4bn |
| Q4 2024 | 16 holders, $8.2bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $6.9bn | 36 holders, $48.4bn |
| Q2 2025 | 16 holders, $7.2bn | 33 holders, $61.9bn |
| Q3 2025 | 14 holders, $7.0bn | 31 holders, $67.0bn |
| Q4 2025 | 13 holders, $6.2bn | 35 holders, $67.3bn |
| Q1 2026 | 12 holders, $9.5bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $9.2bn | 33 holders, $76.9bn |
Ingersoll Rand Inc
- Holders
- 14
- Reported value
- $9.2bn
- Buyers
- 20
- Sellers
- 15
Breadth +5 among 91 comparable managers.
Ge Aerospace
- Holders
- 33
- Reported value
- $76.9bn
- Buyers
- 17
- Sellers
- 29
Breadth -12 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Artisan Partners LP, Capital Research Global Investors, Capital World Investors, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, T. Rowe Price Associates Inc
Only IR (5)
Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP
Only GE (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Holocene Advisors LP, 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, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.