Holders over time
- SPXC
- GE
| Quarter | SPXC | GE |
|---|---|---|
| Q3 2021 | none listed holders, n.a. | 25 holders, $26.6bn |
| Q4 2021 | none listed holders, n.a. | 26 holders, $26.6bn |
| Q1 2022 | none listed holders, n.a. | 25 holders, $27.5bn |
| Q2 2022 | none listed holders, n.a. | 24 holders, $19.7bn |
| Q3 2022 | 1 holders, $38m | 22 holders, $17.9bn |
| Q4 2022 | 1 holders, $39m | 27 holders, $23.5bn |
| Q1 2023 | 3 holders, $109m | 27 holders, $29.4bn |
| Q2 2023 | 5 holders, $202m | 36 holders, $33.2bn |
| Q3 2023 | 4 holders, $231m | 31 holders, $32.0bn |
| Q4 2023 | 6 holders, $356m | 34 holders, $35.7bn |
| Q1 2024 | 8 holders, $565m | 39 holders, $48.3bn |
| Q2 2024 | 6 holders, $594m | 35 holders, $44.2bn |
| Q3 2024 | 6 holders, $687m | 33 holders, $50.4bn |
| Q4 2024 | 6 holders, $594m | 35 holders, $42.1bn |
| Q1 2025 | 7 holders, $491m | 36 holders, $48.4bn |
| Q2 2025 | 6 holders, $793m | 33 holders, $61.9bn |
| Q3 2025 | 10 holders, $1.4bn | 31 holders, $67.0bn |
| Q4 2025 | 9 holders, $1.4bn | 35 holders, $67.3bn |
| Q1 2026 | 8 holders, $1.4bn | 38 holders, $62.0bn |
| Q2 2026 | 14 holders, $2.1bn | 33 holders, $76.9bn |
SPX Technologies Inc
- Holders
- 14
- Reported value
- $2.1bn
- Buyers
- 23
- Sellers
- 13
Breadth +10 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 (11)
AllianceBernstein LP, Artisan Partners LP, Brevan Howard Capital Management LP, Capital World Investors, D. E. Shaw & Co., Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, PDT Partners LLC, Verition Fund Management LLC
Only SPXC (3)
Balyasny Asset Management LLC, Moore Capital Management LP, Point72 Asset Management LP
Only GE (22)
Acadian Asset Management LLC, AQR Capital Management LLC, ARK Investment Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, Polen Capital Management LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, TCI Fund Management Ltd, Trian Fund Management LP, 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.