General Electric Co
GE- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0000040545
In the last 90 days, General Electric Co insiders filed 0 open-market purchases and 3 sales; 3,458 institutions reported holding it in 13F filings for Q2 2026, worth $308.1B in total; 5 superinvestors hold it, including TCI Fund Management and Trian Fund Management.
13F holders, Q2 2021
Institutional positions in General Electric Co as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,857
- −29 vs. Q1 2021
- Shares held
- 5.62B
- +6.14M (+0.1%) vs. Q1 2021
- Total value
- $75.7B
- +$2.02B (+2.7%) vs. Q1 2021
- New holders
- 143
- 663 more added
- Sold out
- 172
- 743 more reduced
19 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,458 | $308.1B |
| Q1 2026 | 3,235 | $231.0B |
| Q4 2025 | 3,232 | $256.9B |
| Q3 2025 | 2,957 | $246.3B |
| Q2 2025 | 2,818 | $217.1B |
| Q1 2025 | 2,621 | $168.2B |
| Q4 2024 | 2,456 | $141.2B |
| Q3 2024 | 2,369 | $158.8B |
| Q2 2024 | 2,184 | $135.3B |
| Q1 2024 | 2,197 | $145.5B |
| Q4 2023 | 1,994 | $104.0B |
| Q3 2023 | 1,794 | $90.4B |
| Q2 2023 | 1,741 | $90.0B |
| Q1 2023 | 1,622 | $78.6B |
| Q4 2022 | 1,579 | $64.5B |
| Q3 2022 | 1,430 | $48.0B |
| Q2 2022 | 1,474 | $48.9B |
| Q1 2022 | 1,566 | $69.0B |
| Q4 2021 | 1,703 | $70.1B |
| Q3 2021 | 1,606 | $74.7B |
| Q2 2021 | 1,857 | $75.7B |
| Q1 2021 | 1,905 | $73.9B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| South State Corp. | 2,364 | $32.0K | 0.00% | −567−19.3% | Reduced |
| JFS Wealth Advisors, LLC | 2,409 | $32.0K | 0.00% | −175−6.8% | Reduced |
| Resolute Partners Group | 2,364 | $32.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 2,400 | $32.0K | 0.05% | +2,400 | New |
| West Branch Capital LLC | 2,472 | $33.0K | 0.02% | +2,472 | New |
| Pacifica Partners Inc. | 2,567 | $34.0K | 0.03% | +30+1.2% | Added |
| Fortis Advisors, LLC | 2,514 | $34.0K | 0.02% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 2,562 | $34.5K | 0.02% | −67−2.5% | Reduced |
| Lountzis Asset Management, LLC | 2,687 | $36.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2,794 | $38.0K | 0.01% | +10.0% | Added |
| Truvestments Capital LLC | 2,837 | $38.0K | 0.02% | +1,500+112.2% | Added |
| Financial Insights, Inc. | 2,857 | $38.5K | 0.03% | +2,857 | New |
| GPS Wealth Strategies Group, LLC | 2,870 | $39.0K | 0.01% | −3,939−57.8% | Reduced |
| Tarbox Family Office, Inc. | 2,919 | $39.0K | 0.01% | +28+1.0% | Added |
| Perkins Coie Trust Co | 3,000 | $40.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,000 | $40.4K | 0.01% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 3,077 | $41.0K | 0.01% | +2+0.1% | Added |
| Lumature Wealth Partners, LLC | 3,010 | $41.0K | 0.02% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 3,089 | $41.6K | 0.02% | +3,089 | New |
| Knott David M | 3,480 | $47.0K | 0.02% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3,553 | $48.0K | 0.01% | −5,200−59.4% | Reduced |
| Lee Financial Co | 3,557 | $48.0K | 0.01% | −575−13.9% | Reduced |
| Old North State Trust, LLC | 3,616 | $49.0K | 0.04% | −115−3.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 3,638 | $49.0K | 0.00% | +777+27.2% | Added |
| Larson Financial Group LLC | 3,687 | $50.0K | 0.01% | −494−11.8% | Reduced |
| Private Ocean, LLC | 3,700 | $50.0K | 0.01% | −134−3.5% | Reduced |
| Filbrandt Wealth Management, LLC | 3,696 | $50.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,714 | $50.0K | 0.01% | +1,300+53.9% | Added |
| Capital Directions Investment Advisors, LLC | 3,800 | $51.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 3,821 | $51.0K | 0.04% | 00.0% | Unchanged |
| Ironwood Financial, llc | 3,866 | $52.0K | 0.02% | −332−7.9% | Reduced |
| Sage Financial Group Inc | 3,872 | $52.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 3,864 | $52.0K | 0.02% | +10.0% | Added |
| Rocky Mountain Advisers, LLC | 3,833 | $52.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,889 | $52.0K | 0.01% | +134+3.6% | Added |
| Accel Wealth Management | 3,919 | $53.0K | 0.04% | +502+14.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,000 | $53.8K | 0.06% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 4,016 | $54.0K | 0.01% | −143−3.4% | Reduced |
| Old Second National Bank of Aurora | 4,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 3,986 | $54.0K | 0.01% | +3,986 | New |
| City Holding Co | 4,074 | $55.0K | 0.01% | +349+9.4% | Added |
| Earnest Partners LLC | 4,149 | $56.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 4,128 | $56.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,127 | $56.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4,179 | $56.0K | 0.04% | +448+12.0% | Added |
| Center for Financial Planning, Inc. | 4,160 | $56.0K | 0.01% | +1,200+40.5% | Added |
| Strategic Blueprint, LLC | 4,186 | $56.0K | 0.01% | +4,186 | New |
| Archer Investment Corp | 4,167 | $56.1K | 0.02% | +107+2.6% | Added |
| Twin Lakes Capital Management, LLC | 4,320 | $58.0K | 0.03% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,380 | $59.0K | 0.01% | +2,699+160.6% | Added |
| Atwood & Palmer Inc | 4,561 | $61.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,516 | $61.0K | 0.01% | 00.0% | Unchanged |
| Beck Bode, LLC | 4,515 | $61.0K | 0.02% | +4,515 | New |
| Independence Bank of Kentucky | 4,700 | $63.0K | 0.03% | −8,430−64.2% | Reduced |
| Gables Capital Management Inc. | 4,840 | $65.0K | 0.04% | −3,905−44.7% | Reduced |
| Founders Capital Management | 4,800 | $65.0K | 0.04% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 4,828 | $65.0K | 0.06% | +4+0.1% | Added |
| Lake Point Wealth Management | 4,840 | $65.0K | 0.03% | +4,840 | New |
| Concord Wealth Partners | 4,880 | $66.0K | 0.02% | +504+11.5% | Added |
| JJJ Advisors Inc. | 5,067 | $68.0K | 0.02% | −1,177−18.9% | Reduced |
| Timber Creek Capital Management LLC | 5,105 | $68.0K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,184 | $70.0K | 0.04% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 5,201 | $70.0K | 0.01% | +4,201+420.1% | Added |
| Oakworth Capital, Inc. | 5,258 | $71.0K | 0.01% | −1,291−19.7% | Reduced |
| Barrett Asset Management, LLC | 5,305 | $71.0K | 0.00% | −75−1.4% | Reduced |
| Vestor Capital, LLC | 5,327 | $72.0K | 0.01% | +5,327 | New |
| Global Trust Asset Management, LLC | 5,550 | $75.0K | 0.04% | −5,290−48.8% | Reduced |
| CKW Financial Group | 5,600 | $75.0K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 5,547 | $75.0K | 0.05% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5,561 | $75.0K | 0.01% | +65+1.2% | Added |
| Joseph P. Lucia & Associates, LLC | 5,976 | $80.0K | 0.05% | −286−4.6% | Reduced |
| Financial Avengers, Inc. | 5,980 | $80.0K | 0.05% | +4+0.1% | Added |
| Aspire Private Capital, LLC | 6,092 | $82.0K | 0.03% | +475+8.5% | Added |
| Ford Financial Group, LLC | 6,162 | $82.0K | 0.03% | +6,162 | New |
| Gemmer Asset Management LLC | 6,285 | $85.0K | 0.01% | +96+1.6% | Added |
| TSFG, LLC | 6,524 | $88.0K | 0.04% | +300+4.8% | Added |
| MV Capital Management, Inc. | 6,555 | $88.0K | 0.01% | +1,146+21.2% | Added |
| Banco de Sabadell, S.A | 6,750 | $89.0K | 0.06% | −20,000−74.8% | Reduced |
| Bogart Wealth, LLC | 6,594 | $89.0K | 0.01% | +2,000+43.5% | Added |
| Sierra Capital LLC | 6,806 | $92.0K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6,920 | $93.0K | 0.06% | −100−1.4% | Reduced |
| Baldwin Brothers Inc | 6,950 | $94.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 7,146 | $96.0K | 0.07% | −597−7.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 7,221 | $97.0K | 0.03% | +30.0% | Added |
| Elmwood Wealth Management, Inc. | 7,217 | $97.0K | 0.05% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7,347 | $99.0K | 0.01% | +1,382+23.2% | Added |
| West Paces Advisors Inc. | 7,496 | $100.9K | 0.04% | +189+2.6% | Added |
| Disciplined Investments, LLC | 7,500 | $101.0K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,589 | $102.0K | 0.03% | −41−0.5% | Reduced |
| LeJeune Puetz Investment Counsel LLC | 7,600 | $102.0K | 0.04% | +7,600 | New |
| Optimum Investment Advisors | 7,695 | $104.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 7,830 | $105.0K | 0.02% | +51+0.7% | Added |
| McIlrath & Eck, LLC | 8,037 | $108.0K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,088 | $109.0K | 0.03% | +1,410+21.1% | Added |
| Firestone Capital Management | 8,356 | $112.0K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8,412 | $113.4K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 8,461 | $114.0K | 0.04% | −1,172−12.2% | Reduced |
| Brendel Financial Advisors LLC | 8,600 | $116.0K | 0.06% | +8,600 | New |
| Glen Eagle Advisors, LLC | 8,646 | $116.4K | 0.04% | +465+5.7% | Added |
| WealthShield Partners, LLC | 8,663 | $117.0K | 0.02% | −7,172−45.3% | Reduced |