Skip to main content
Livermore
Livermore
ZHEN

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, Q4 2021

Institutional positions in General Electric Co as of Dec 31, 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
1,703
+119 vs. Q3 2021
Shares held
742.4M
−34.6M (−4.4%) vs. Q3 2021
Total value
$70.1B
−$4.57B (−6.1%) vs. Q3 2021
New holders
282
484 more added
Sold out
163
698 more reduced

22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 1,703 institutions
Q1 2021: 1,905 institutionsQ2 2021: 1,857 institutionsQ3 2021: 1,606 institutionsQ4 2021: 1,703 institutionsQ1 2022: 1,566 institutionsQ2 2022: 1,474 institutionsQ3 2022: 1,430 institutionsQ4 2022: 1,579 institutionsQ1 2023: 1,622 institutionsQ2 2023: 1,741 institutionsQ3 2023: 1,794 institutionsQ4 2023: 1,994 institutionsQ1 2024: 2,197 institutionsQ2 2024: 2,184 institutionsQ3 2024: 2,369 institutionsQ4 2024: 2,456 institutionsQ1 2025: 2,621 institutionsQ2 2025: 2,818 institutionsQ3 2025: 2,957 institutionsQ4 2025: 3,232 institutionsQ1 2026: 3,235 institutionsQ2 2026: 3,458 institutions
Value heldQ4 2021: $70.1B
Q1 2021: $73.9BQ2 2021: $75.7BQ3 2021: $74.7BQ4 2021: $70.1BQ1 2022: $69.0BQ2 2022: $48.9BQ3 2022: $48.0BQ4 2022: $64.5BQ1 2023: $78.6BQ2 2023: $90.0BQ3 2023: $90.4BQ4 2023: $104.0BQ1 2024: $145.5BQ2 2024: $135.3BQ3 2024: $158.8BQ4 2024: $141.2BQ1 2025: $168.2BQ2 2025: $217.1BQ3 2025: $246.3BQ4 2025: $256.9BQ1 2026: $231.0BQ2 2026: $308.1B
Institutions holding GE and their total value by quarter
QuarterHoldersValue
Q2 20263,458$308.1B
Q1 20263,235$231.0B
Q4 20253,232$256.9B
Q3 20252,957$246.3B
Q2 20252,818$217.1B
Q1 20252,621$168.2B
Q4 20242,456$141.2B
Q3 20242,369$158.8B
Q2 20242,184$135.3B
Q1 20242,197$145.5B
Q4 20231,994$104.0B
Q3 20231,794$90.4B
Q2 20231,741$90.0B
Q1 20231,622$78.6B
Q4 20221,579$64.5B
Q3 20221,430$48.0B
Q2 20221,474$48.9B
Q1 20221,566$69.0B
Q4 20211,703$70.1B
Q3 20211,606$74.7B
Q2 20211,857$75.7B
Q1 20211,905$73.9B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q3 2021.

Institutions holding GE in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Advocacy Wealth Management Services, LLC5$00.00%00.0%Unchanged
Eukles Asset Management1$00.00%00.0%Unchanged
USA Financial Portformulas Corp4$00.00%00.0%Unchanged
Clear Perspectives Financial Planning, LLC1$00.00%00.0%Unchanged
Castle Financial & Retirement Planning Associates, Inc.1$00.00%+1New
Strengthening Families & Communities, LLC34$00.00%+34New
WestEnd Advisors, LLC5$4720.00%––
Kessler Investment Group, LLC15$1.00K0.00%−631−97.7%Reduced
Toth Financial Advisory Corp15$1.00K0.00%00.0%Unchanged
Pittenger & Anderson Inc14$1.00K0.00%+2+16.7%Added
Winch Advisory Services, LLC6$1.00K0.00%−5−45.5%Reduced
Deane Retirement Strategies, Inc.14$1.00K0.00%00.0%Unchanged
Aua Capital Management, LLC6$1.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC8$1.00K0.00%00.0%Unchanged
Alaethes Wealth LLC6$1.00K0.00%00.0%Unchanged
Surevest, LLC8$1.00K0.00%+8New
Aquire Wealth Advisors, LLC6$1.00K0.00%+6New
Ulland Investment Advisors, LLC13$1.00K0.00%+13New
NewSquare Capital LLC23$2.00K0.00%−71−75.5%Reduced
Core Wealth Advisors, Inc.26$2.00K0.00%00.0%Unchanged
Red Cedar Capital, LLC24$2.00K0.00%00.0%Unchanged
RWM Asset Management, LLC23$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA25$2.00K0.00%+19+316.7%Added
Raffa Wealth Management, LLC23$2.17K0.00%00.0%Unchanged
Edge Wealth Management LLC37$3.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.37$3.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC30$3.00K0.00%00.0%Unchanged
M&R Capital Management Inc41$3.00K0.00%+41New
Insight Financial Services38$3.00K0.00%+38New
John W. Brooker & Co., CPAs34$3.00K0.00%+34New
Mach-1 Financial Group, Inc.40$3.00K0.00%+40New
CarsonAllaria Wealth Management, Ltd.37$3.00K0.00%+37New
Financial Connections Group, Inc.32$3.00K0.00%+32New
Zullo Investment Group, Inc.32$3.00K0.00%+32New
Richwood Investment Advisors, LLC37$3.00K0.00%+37New
Stuart Chaussee & Associates, Inc.47$4.00K0.00%00.0%Unchanged
Rather & Kittrell, Inc.47$4.00K0.00%+47New
Core Alternative Capital47$4.00K0.00%+47New
Prestige Wealth Management Group LLC58$5.00K0.00%00.0%Unchanged
Acima Private Wealth, LLC48$5.00K0.00%00.0%Unchanged
Leelyn Smith, LLC52$5.00K0.00%00.0%Unchanged
Spectrum Management Group, LLC48$5.00K0.00%+45+1,500.0%Added
Schubert & Co50$5.00K0.01%+50New
James Reed Financial Services, Inc.62$5.00K0.00%+62New
Arcadia Investment Advisors LLC62$5.86K0.00%00.0%Unchanged
West Oak Capital, LLC68$6.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.60$6.00K0.00%00.0%Unchanged
First Bank & Trust62$6.00K0.00%00.0%Unchanged
Baldrige Asset Management LLC59$6.00K0.00%00.0%Unchanged
KB Financial Partners, LLC63$6.00K0.00%+63New
Laurel Wealth Planning LLC78$7.00K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC74$7.00K0.00%+14+23.3%Added
Rinkey Investments70$7.00K0.01%+70New
Goodwin Investment Advisory75$7.00K0.01%+75New
FSC Wealth Advisors, LLC75$7.00K0.00%+75New
Ten Capital Wealth Advisors, LLC84$8.00K0.00%−10−10.6%Reduced
Kayne Anderson Rudnick Investment Management LLC87$8.00K0.00%+75+625.0%Added
Henrickson Nauta Wealth Advisors, Inc.84$8.00K0.01%+84New
Evolution Advisers, Inc.95$8.00K0.01%+95New
Dougherty Wealth Advisers LLC93$9.00K0.01%−232−71.4%Reduced
Wolff Wiese Magana LLC92$9.00K0.01%00.0%Unchanged
Lloyd Advisory Services, LLC.90$9.00K0.00%+57+172.7%Added
Ahrens Investment Partners LLC95$9.00K0.00%+95New
Level Financial Advisors, Inc.91$9.00K0.01%+91New
Steward Financial Group LLC101$9.00K0.01%+101New
Total Clarity Wealth Management, Inc.108$10.0K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC106$10.0K0.00%+86+430.0%Added
Dark Forest Capital Management LP119$11.0K0.00%−980−89.2%Reduced
Hoey Investments, Inc112$11.0K0.00%00.0%Unchanged
Professional Financial Advisors, LLC127$12.0K0.01%−13−9.3%Reduced
Contravisory Investment Management, Inc.125$12.0K0.00%00.0%Unchanged
Costello Asset Management, INC124$12.0K0.01%00.0%Unchanged
Atticus Wealth Management, LLC125$12.0K0.00%00.0%Unchanged
Hoese & Co LLP130$12.0K0.01%00.0%Unchanged
Newton One Investments LLC124$12.0K0.01%00.0%Unchanged
Orion Capital Management LLC125$12.0K0.01%00.0%Unchanged
CVA Family Office, LLC122$12.0K0.00%+122New
Monolith Advisors129$12.0K0.01%+129New
Sandy Cove Advisors, LLC127$12.0K0.01%+127New
IAG Wealth Partners, LLC136$13.0K0.00%00.0%Unchanged
Bellwether Advisors, LLC148$13.0K0.00%+60+68.2%Added
SJS Investment Consulting Inc.134$13.0K0.00%+134New
BCR Wealth Strategies, LLC137$13.0K0.01%+137New
Your Advocates Ltd., LLP149$14.0K0.01%00.0%Unchanged
Norwood Financial Corp150$14.0K0.02%+150New
Knights of Columbus Asset Advisors LLC150$14.0K0.00%+150New
Baron Financial Group, LLC155$14.6K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC156$15.0K0.00%00.0%Unchanged
HighMark Wealth Management LLC158$15.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.162$15.0K0.00%+12+8.0%Added
Ellevest, Inc.169$16.0K0.00%−377−69.0%Reduced
Carolina Wealth Advisors, LLC174$16.0K0.01%00.0%Unchanged
True Link Financial Advisors, LLC174$16.0K0.00%00.0%Unchanged
PrairieView Partners, LLC169$16.0K0.00%+100+144.9%Added
Gould Capital, LLC169$16.0K0.01%+169New
Robbins Farley LLC185$17.0K0.01%00.0%Unchanged
Bray Capital Advisors187$18.0K0.00%00.0%Unchanged
Solstein Capital, LLC187$18.0K0.01%+187New
Sutton Wealth Advisors Inc.192$18.1K0.01%−8−4.0%Reduced
Pasadena Private Wealth, LLC199$19.0K0.01%−125−38.6%Reduced