Holders over time
- XYL
- GEV
| Quarter | XYL | GEV |
|---|---|---|
| Q3 2020 | 7 holders, $519m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $656m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $904m | none listed holders, n.a. |
| Q2 2021 | 7 holders, $967m | none listed holders, n.a. |
| Q3 2021 | 5 holders, $1.0bn | none listed holders, n.a. |
| Q4 2021 | 11 holders, $1.1bn | none listed holders, n.a. |
| Q1 2022 | 13 holders, $1.0bn | none listed holders, n.a. |
| Q2 2022 | 10 holders, $897m | none listed holders, n.a. |
| Q3 2022 | 11 holders, $913m | none listed holders, n.a. |
| Q4 2022 | 9 holders, $1.1bn | none listed holders, n.a. |
| Q1 2023 | 21 holders, $1.7bn | none listed holders, n.a. |
| Q2 2023 | 23 holders, $2.3bn | none listed holders, n.a. |
| Q3 2023 | 18 holders, $1.5bn | none listed holders, n.a. |
| Q4 2023 | 17 holders, $1.9bn | none listed holders, n.a. |
| Q1 2024 | 14 holders, $2.1bn | 3 holders, $544m |
| Q2 2024 | 22 holders, $2.5bn | 26 holders, $9.8bn |
| Q3 2024 | 14 holders, $1.9bn | 31 holders, $11.9bn |
| Q4 2024 | 9 holders, $1.4bn | 37 holders, $15.3bn |
| Q1 2025 | 11 holders, $1.9bn | 36 holders, $14.8bn |
| Q2 2025 | 14 holders, $2.0bn | 36 holders, $26.3bn |
| Q3 2025 | 13 holders, $2.0bn | 35 holders, $29.5bn |
| Q4 2025 | 14 holders, $1.6bn | 34 holders, $28.7bn |
| Q1 2026 | 16 holders, $1.3bn | 31 holders, $36.7bn |
| Q2 2026 | 10 holders, $1.2bn | 28 holders, $45.0bn |
Xylem Inc
- Holders
- 10
- Reported value
- $1.2bn
- Buyers
- 15
- Sellers
- 22
Breadth -7 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (9)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Voloridge Investment Management LLC
Only XYL (1)
Only GEV (19)
AllianceBernstein LP, Artisan Partners LP, Bridgewater Associates LP, 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, Neuberger Berman Group LLC, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global 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.