Which funds own GE
Ge Aerospace in the Q2 2026 filings. At least 28 of the 91 current managers on file reported a position, worth $76.6bn between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. The quarter went the other way: 19 managers trimmed or sold out against 11 buying.
- Managers holding
- 28
- at least, of 91 current
- Combined value
- $76.6bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 10
- already held
- Trimmed or sold out
- 19
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $18.3bn | 0.8% | 49,021,400 | +$3.7bn-2,604,767 | Trimmed |
| TCI Fund Management Ltd Long/short equity · $52.8bn book | $17.7bn | 34% | 47,428,233 | +$4.2bn-82,198 | Trimmed |
| Capital Research Global Investors Long-only · $717bn book | $11.6bn | 1.6% | 30,942,708 | +$1.7bn-3,781,920 | Trimmed |
| T. Rowe Price Associates Inc Long-only · $999bn book | $7.7bn | 0.8% | 20,622,890 | +$922m-3,287,457 | Trimmed |
| Capital World Investors Long-only · $846bn book | $5.9bn | 0.7% | 15,684,572 | +$1.5bn+318,417 | Added |
| Invesco Ltd Long-only · $1264bn book | $3.1bn | 0.2% | 8,363,097 | +$506m-867,614 | Trimmed |
| Wellington Management Group LLP Long-only · $580bn book | $2.5bn | 0.4% | 6,797,935 | +$1.6bn+3,352,432 | Added |
| AllianceBernstein LP Long-only · $302bn book | $1.7bn | 0.5% | 5,846,997 | +$197m+1,099,932 | Added |
| Trian Fund Management LP Activist · $4.2bn book | $1.5bn | 36% | 4,030,765 | +$363m0 | Held |
| AQR Capital Management LLC Quantitative · $287bn book | $1.4bn | 0.5% | 3,740,815 | +$294m-206,932 | Trimmed |
| Janus Henderson Group Ltd Long-only · $245bn book | $1.3bn | 0.5% | 3,435,406 | +$358m+171,785 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $989m | 0.7% | 2,645,684 | +$231m-24,684 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $740m | 1.7% | 1,980,168 | +$308m+457,863 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $397m | 0.2% | 1,061,594 | -$71m-587,223 | Trimmed |
| Artisan Partners LP Long-only · $63.1bn book | $331m | 0.5% | 886,087 | +$232m+537,960 | Added |
| Polen Capital Management LLC Long-only · $11.6bn book | $258m | 2.2% | 690,493 | opened690,493 | New |
| Man Group PLC Quantitative · $62.7bn book | $238m | 0.4% | 635,627 | +$2.0m-194,531 | Trimmed |
| Dodge & Cox Value · $191bn book | $224m | 0.1% | 598,052 | +$14m-139,947 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $176m | 0.2% | 470,471 | -$50m-323,647 | Trimmed |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $155m | 1.0% | 414,905 | +$111m+259,747 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $115m | 0.2% | 306,797 | -$2.8m-107,281 | Trimmed |
| Woodline Partners LP Long/short equity · $32.4bn book | $83m | 0.3% | 223,125 | +$25m+17,462 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $61m | 0.2% | 162,908 | +$25m+37,262 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $56m | 0.2% | 150,282 | +$24m+36,763 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $38m | 0.2% | 101,569 | +$3.7m-19,038 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $25m | 0.2% | 66,747 | +$2.5m-12,239 | Trimmed |
| PDT Partners LLC Quantitative · $1.9bn book | $5.4m | 0.3% | 14,400 | -$7.2m-30,000 | Trimmed |
| ARK Investment Management LLC Long-only · $15.4bn book | $1.3m | 0.0% | 3,610 | +$300k-113 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Schonfeld Strategic Advisors LLC · Multi-strategy$38m held before
- Arrowstreet Capital LP · Quantitative$24m held before
- Winton Group Ltd · Quantitative$3.9m held before
Ownership through time
At least 33 of the 95 managers whose filings are on file listed GE in Q2 2026, against 25 in Q3 2021. 5 managers fewer than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 7 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2021: 25
- Q4 2021: 26
- Q1 2022: 25
- Q2 2022: 24
- Q3 2022: 22
- Q4 2022: 27
- Q1 2023: 27
- Q2 2023: 36
- Q3 2023: 31
- Q4 2023: 34
- Q1 2024: 39
- Q2 2024: 35
- Q3 2024: 33
- Q4 2024: 35
- Q1 2025: 36
- Q2 2025: 33
- Q3 2025: 31
- Q4 2025: 35
- Q1 2026: 38
- Q2 2026: 33
- Q3 2021: $26.6bn
- Q4 2021: $26.6bn
- Q1 2022: $27.5bn
- Q2 2022: $19.7bn
- Q3 2022: $17.9bn
- Q4 2022: $23.5bn
- Q1 2023: $29.4bn
- Q2 2023: $33.2bn
- Q3 2023: $32.0bn
- Q4 2023: $35.7bn
- Q1 2024: $48.3bn
- Q2 2024: $44.2bn
- Q3 2024: $50.4bn
- Q4 2024: $42.1bn
- Q1 2025: $48.4bn
- Q2 2025: $61.9bn
- Q3 2025: $67.0bn
- Q4 2025: $67.3bn
- Q1 2026: $62.0bn
- Q2 2026: $76.9bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Wellington Management Group LLP3,445,503 to 6,797,935 shares+$1.3bn
- AllianceBernstein LP4,747,065 to 5,846,997 shares+$312m
- Polen Capital Management LLCnew: 690,493 shares+$258m
- Artisan Partners LP348,127 to 886,087 shares+$201m
- Holocene Advisors LP1,522,305 to 1,980,168 shares+$171m
Largest decreases, by shares
- Capital Research Global Investors34,724,628 to 30,942,708 shares-$1.4bn
- T. Rowe Price Associates Inc23,910,347 to 20,622,890 shares-$1.2bn
- Fidelity (FMR LLC)51,626,167 to 49,021,400 shares-$973m
- Invesco Ltd9,230,711 to 8,363,097 shares-$324m
- D. E. Shaw & Co.1,648,817 to 1,061,594 shares-$219m
Left it
- Schonfeld Strategic Advisors LLCwas $35m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q3 2021 | $18.3bn | $18.3bn | |
| TCI Fund Management Ltd | Q1 2023 | $17.7bn | $17.7bn | |
| Capital Research Global Investors | Q3 2021 | $13.8bn | $11.6bn | |
| T. Rowe Price Associates Inc | Q3 2021 | $11.2bn | $7.7bn | |
| Capital World Investors | Q3 2021 | $6.5bn | $5.9bn | |
| Invesco Ltd | Q3 2021 | $3.1bn | $3.1bn | |
| Wellington Management Group LLP | Q2 2024 | $2.5bn | $2.5bn | |
| AllianceBernstein LP | Q3 2021 | $1.7bn | $1.7bn | |
| Trian Fund Management LP | Q3 2021 | $1.5bn | $1.5bn | |
| AQR Capital Management LLC | Q3 2021 | $1.4bn | $1.4bn | |
| Janus Henderson Group Ltd | Q2 2024 | $1.3bn | $1.3bn | |
| Neuberger Berman Group LLC | Q3 2021 | $989m | $989m | |
| Holocene Advisors LP | Q3 2021 | $740m | $740m | |
| D. E. Shaw & Co. | Q3 2021 | $963m | $397m | |
| Artisan Partners LP | Q1 2023 | $331m | $331m | |
| Viking Global Investors LP | Q3 2021 | $1.7bn | last listed Q1 2024 | |
| MFS Investment Management | Q2 2024 | $1.1bn | last listed Q1 2026 | |
| Egerton Capital UK LLP | Q2 2023 | $592m | last listed Q2 2025 | |
| Citadel Advisors LLC | Q3 2021 | $554m | last listed Q1 2026 | |
| Marshall Wace LLP | Q4 2022 | $467m | last listed Q1 2026 | |
| Harris Associates LP | Q3 2021 | $465m | last listed Q4 2022 | |
| Susquehanna International Group LLP | Q1 2024 | $311m | last listed Q1 2024 | |
| Southeastern Asset Management Inc | Q3 2021 | $299m | last listed Q3 2023 | |
| D1 Capital Partners LP | Q1 2023 | $293m | last listed Q4 2023 | |
| Lone Pine Capital LLC | Q4 2023 | $269m | last listed Q4 2023 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Susquehanna International Group LLP · calls$996m notional
- Rokos Capital Management LLP · puts$448m notional
- Rokos Capital Management LLP · calls$299m notional
- Holocene Advisors LP · calls$206m notional
- Artisan Partners LP · puts$116m notional
- Artisan Partners LP · calls$102m notional
What GE is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around GE →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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