Holders over time
- ODFL
- GE
| Quarter | ODFL | GE |
|---|---|---|
| Q3 2020 | 30 holders, $3.9bn | none listed holders, n.a. |
| Q4 2020 | 21 holders, $3.8bn | none listed holders, n.a. |
| Q1 2021 | 15 holders, $4.5bn | none listed holders, n.a. |
| Q2 2021 | 17 holders, $4.3bn | none listed holders, n.a. |
| Q3 2021 | 12 holders, $4.9bn | 25 holders, $26.6bn |
| Q4 2021 | 13 holders, $6.0bn | 26 holders, $26.6bn |
| Q1 2022 | 11 holders, $5.0bn | 25 holders, $27.5bn |
| Q2 2022 | 10 holders, $5.1bn | 24 holders, $19.7bn |
| Q3 2022 | 11 holders, $5.3bn | 22 holders, $17.9bn |
| Q4 2022 | 10 holders, $6.1bn | 27 holders, $23.5bn |
| Q1 2023 | 15 holders, $7.1bn | 27 holders, $29.4bn |
| Q2 2023 | 12 holders, $7.3bn | 36 holders, $33.2bn |
| Q3 2023 | 16 holders, $7.3bn | 31 holders, $32.0bn |
| Q4 2023 | 19 holders, $6.6bn | 34 holders, $35.7bn |
| Q1 2024 | 17 holders, $7.3bn | 39 holders, $48.3bn |
| Q2 2024 | 18 holders, $5.9bn | 35 holders, $44.2bn |
| Q3 2024 | 19 holders, $6.7bn | 33 holders, $50.4bn |
| Q4 2024 | 18 holders, $4.8bn | 35 holders, $42.1bn |
| Q1 2025 | 13 holders, $3.8bn | 36 holders, $48.4bn |
| Q2 2025 | 17 holders, $3.8bn | 33 holders, $61.9bn |
| Q3 2025 | 18 holders, $3.6bn | 31 holders, $67.0bn |
| Q4 2025 | 16 holders, $5.7bn | 35 holders, $67.3bn |
| Q1 2026 | 13 holders, $6.6bn | 38 holders, $62.0bn |
| Q2 2026 | 15 holders, $7.5bn | 33 holders, $76.9bn |
Old Dominion Freight Line In
- Holders
- 15
- Reported value
- $7.5bn
- Buyers
- 20
- Sellers
- 16
Breadth +4 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 (10)
AQR Capital Management LLC, Capital Research Global Investors, Caxton Associates LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC
Only ODFL (5)
Baillie Gifford & Co, Citadel Advisors LLC, First Eagle Investment Management LLC, Markel Group Inc, Marshall Wace LLP
Only GE (23)
Acadian Asset Management LLC, AllianceBernstein LP, ARK Investment Management LLC, Artisan Partners LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Jane Street Group LLC, Janus Henderson Group Ltd, 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, 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.