Holders over time
- UNP
- GE
| Quarter | UNP | GE |
|---|---|---|
| Q3 2020 | 36 holders, $19.0bn | none listed holders, n.a. |
| Q4 2020 | 35 holders, $19.1bn | none listed holders, n.a. |
| Q1 2021 | 34 holders, $18.0bn | none listed holders, n.a. |
| Q2 2021 | 29 holders, $17.3bn | none listed holders, n.a. |
| Q3 2021 | 35 holders, $14.6bn | 25 holders, $26.6bn |
| Q4 2021 | 29 holders, $18.4bn | 26 holders, $26.6bn |
| Q1 2022 | 35 holders, $18.1bn | 25 holders, $27.5bn |
| Q2 2022 | 33 holders, $14.7bn | 24 holders, $19.7bn |
| Q3 2022 | 40 holders, $12.8bn | 22 holders, $17.9bn |
| Q4 2022 | 35 holders, $11.9bn | 27 holders, $23.5bn |
| Q1 2023 | 32 holders, $11.5bn | 27 holders, $29.4bn |
| Q2 2023 | 33 holders, $12.4bn | 36 holders, $33.2bn |
| Q3 2023 | 34 holders, $13.4bn | 31 holders, $32.0bn |
| Q4 2023 | 30 holders, $15.7bn | 34 holders, $35.7bn |
| Q1 2024 | 34 holders, $14.9bn | 39 holders, $48.3bn |
| Q2 2024 | 32 holders, $14.0bn | 35 holders, $44.2bn |
| Q3 2024 | 29 holders, $14.8bn | 33 holders, $50.4bn |
| Q4 2024 | 30 holders, $13.4bn | 35 holders, $42.1bn |
| Q1 2025 | 28 holders, $12.4bn | 36 holders, $48.4bn |
| Q2 2025 | 37 holders, $13.0bn | 33 holders, $61.9bn |
| Q3 2025 | 44 holders, $16.2bn | 31 holders, $67.0bn |
| Q4 2025 | 36 holders, $17.1bn | 35 holders, $67.3bn |
| Q1 2026 | 27 holders, $19.2bn | 38 holders, $62.0bn |
| Q2 2026 | 27 holders, $22.1bn | 33 holders, $76.9bn |
Union Pac Corp
- Holders
- 27
- Reported value
- $22.1bn
- Buyers
- 20
- Sellers
- 25
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 (16)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Woodline Partners LP
Only UNP (11)
Arrowstreet Capital LP, Baupost Group LLC, Harris Associates LP, Markel Group Inc, MFS Investment Management, Moore Capital Management LP, Point72 Asset Management LP, Third Point LLC, Two Sigma Investments LP, Viking Global Investors LP, Winton Group Ltd
Only GE (17)
AQR Capital Management LLC, ARK Investment Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Jane Street Group LLC, Man Group PLC, PDT Partners LLC, Polen Capital Management LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.