Holders over time
- KMT
- GE
| Quarter | KMT | GE |
|---|---|---|
| Q3 2020 | 5 holders, $398m | none listed holders, n.a. |
| Q4 2020 | 4 holders, $492m | none listed holders, n.a. |
| Q1 2021 | 5 holders, $553m | none listed holders, n.a. |
| Q2 2021 | 6 holders, $316m | none listed holders, n.a. |
| Q3 2021 | 4 holders, $291m | 25 holders, $26.6bn |
| Q4 2021 | 5 holders, $339m | 26 holders, $26.6bn |
| Q1 2022 | 3 holders, $222m | 25 holders, $27.5bn |
| Q2 2022 | 5 holders, $182m | 24 holders, $19.7bn |
| Q3 2022 | 6 holders, $155m | 22 holders, $17.9bn |
| Q4 2022 | 5 holders, $201m | 27 holders, $23.5bn |
| Q1 2023 | 4 holders, $203m | 27 holders, $29.4bn |
| Q2 2023 | 8 holders, $157m | 36 holders, $33.2bn |
| Q3 2023 | 10 holders, $59m | 31 holders, $32.0bn |
| Q4 2023 | 6 holders, $38m | 34 holders, $35.7bn |
| Q1 2024 | 7 holders, $38m | 39 holders, $48.3bn |
| Q2 2024 | 5 holders, $21m | 35 holders, $44.2bn |
| Q3 2024 | 6 holders, $186m | 33 holders, $50.4bn |
| Q4 2024 | 6 holders, $150m | 35 holders, $42.1bn |
| Q1 2025 | 5 holders, $27m | 36 holders, $48.4bn |
| Q2 2025 | 3 holders, $6.8m | 33 holders, $61.9bn |
| Q3 2025 | 3 holders, $6.1m | 31 holders, $67.0bn |
| Q4 2025 | 4 holders, $65m | 35 holders, $67.3bn |
| Q1 2026 | 4 holders, $115m | 38 holders, $62.0bn |
| Q2 2026 | 9 holders, $136m | 33 holders, $76.9bn |
Kennametal Inc
- Holders
- 9
- Reported value
- $136m
- Buyers
- 24
- Sellers
- 8
Breadth +16 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 (7)
Acadian Asset Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, Caxton Associates LLP, Freestone Grove Partners LP, GAMCO Investors Inc, PDT Partners LLC
Only KMT (2)
Only GE (26)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Walleye Capital LLC, Wellington Management Group LLP, and 1 more
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.