L3VLUP
ProSign in

ROK · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ROKGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ROK
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterROKGEV
Q3 202019 holders, $1.3bnnone listed holders, n.a.
Q4 202016 holders, $1.7bnnone listed holders, n.a.
Q1 202112 holders, $1.4bnnone listed holders, n.a.
Q2 202112 holders, $2.6bnnone listed holders, n.a.
Q3 202118 holders, $2.8bnnone listed holders, n.a.
Q4 202115 holders, $3.8bnnone listed holders, n.a.
Q1 202215 holders, $2.6bnnone listed holders, n.a.
Q2 202212 holders, $1.5bnnone listed holders, n.a.
Q3 202213 holders, $2.0bnnone listed holders, n.a.
Q4 202214 holders, $2.6bnnone listed holders, n.a.
Q1 202315 holders, $3.3bnnone listed holders, n.a.
Q2 202317 holders, $4.4bnnone listed holders, n.a.
Q3 202317 holders, $3.3bnnone listed holders, n.a.
Q4 202322 holders, $2.7bnnone listed holders, n.a.
Q1 202414 holders, $2.6bn3 holders, $544m
Q2 202411 holders, $2.5bn26 holders, $9.8bn
Q3 202412 holders, $2.6bn31 holders, $11.9bn
Q4 202413 holders, $3.3bn37 holders, $15.3bn
Q1 202516 holders, $2.7bn36 holders, $14.8bn
Q2 202521 holders, $3.7bn36 holders, $26.3bn
Q3 202518 holders, $3.0bn35 holders, $29.5bn
Q4 202517 holders, $3.2bn34 holders, $28.7bn
Q1 202617 holders, $2.5bn31 holders, $36.7bn
Q2 202615 holders, $3.0bn28 holders, $45.0bn
ROK

Rockwell Automation Inc

Holders
15
Reported value
$3.0bn
Buyers
14
Sellers
19

Breadth -5 among 91 comparable managers.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
28
Reported value
$45.0bn
Buyers
13
Sellers
33

Breadth -20 among 91 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q2 2026

Among the 31 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROK (3)

Balyasny Asset Management LLC, Markel Group Inc, Rokos Capital Management LLP

Only GEV (16)

AQR Capital Management LLC, Capital Research Global Investors, Capital World Investors, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Tiger Global Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, Winton Group Ltd, 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.

Back to the 13F Explorer →