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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, Q1 2023

Institutional positions in General Electric Co as of Mar 31, 2023. 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
1,622
+79 vs. Q4 2022
Shares held
822.5M
+42.3M (+5.4%) vs. Q4 2022
Total value
$78.6B
+$14.2B (+22.0%) vs. Q4 2022
New holders
197
514 more added
Sold out
118
639 more reduced

36 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 1,622 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 heldQ1 2023: $78.6B
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, Q1 2023

Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q4 2022.

Institutions holding GE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Summit Wealth Group, LLC150,188$20.05%+150,188New
Healthcare of Ontario Pension Plan Trust Fund1$960.00%−6,002−100.0%Reduced
Clear Perspectives Financial Planning, LLC1$960.00%00.0%Unchanged
Eukles Asset Management1$960.00%00.0%Unchanged
USA Financial Portformulas Corp4$3820.00%+4New
Gould Capital, LLC6$5740.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC6$5740.00%+6New
Perritt Capital Management Inc7$6690.00%00.0%Unchanged
NVWM, LLC12$8830.00%00.0%Unchanged
Winch Advisory Services, LLC6$1.00K0.00%00.0%Unchanged
MBM Wealth Consultants, LLC8$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC13$1.00K0.00%00.0%Unchanged
GoalVest Advisory LLC12$1.13K0.00%+12New
CarsonAllaria Wealth Management, Ltd.12$1.15K0.00%00.0%Unchanged
25 LLC12$1.21K0.00%+12New
Deane Retirement Strategies, Inc.14$1.34K0.00%00.0%Unchanged
NewSquare Capital LLC14$1.34K0.00%+14New
Pittenger & Anderson Inc14$1.34K0.00%00.0%Unchanged
Global Wealth Strategies & Associates15$1.43K0.00%−12−44.4%Reduced
Manitou Investment Management Ltd.16$1.53K0.00%+16New
Goodman Advisory Group, LLC18$1.72K0.00%00.0%Unchanged
Halpern Financial, Inc.19$1.82K0.00%−49−72.1%Reduced
Mark Sheptoff Financial Planning, LLC20$1.91K0.00%00.0%Unchanged
Roble, Belko & Company, Inc24$2.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA25$2.00K0.00%00.0%Unchanged
Retirement Group, LLC24$2.00K0.00%−1−4.0%Reduced
Ogorek Anthony Joseph25$2.00K0.00%+25New
Live Oak Investment Partners–$2.01K0.00%––
Raffa Wealth Management, LLC23$2.20K0.00%00.0%Unchanged
Savior LLC23$2.21K0.00%00.0%Unchanged
HWG Holdings LP24$2.29K0.00%−18−42.9%Reduced
Kayne Anderson Rudnick Investment Management LLC25$2.39K0.00%+13+108.3%Added
Core Wealth Advisors, Inc.26$2.49K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.26$2.55K0.00%−14−35.0%Reduced
Highline Wealth Partners LLC27$2.58K0.00%00.0%Unchanged
Pacifica Partners Inc.28$2.61K0.00%00.0%Unchanged
Red Tortoise LLC30$2.87K0.00%−85−73.9%Reduced
Toth Financial Advisory Corp31$2.97K0.00%+19+158.3%Added
Strengthening Families & Communities, LLC34$3.00K0.00%00.0%Unchanged
Horizon Bancorp Inc28$3.00K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC34$3.25K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.37$3.54K0.00%+37New
Insight Financial Services38$3.63K0.01%00.0%Unchanged
Financial Connections Group, Inc.50$4.00K0.00%−25−33.3%Reduced
SkyView Investment Advisors, LLC41$4.00K0.00%+41New
PayPay Securities Corp42$4.01K0.27%−17−28.8%Reduced
Tucker Asset Management LLC42$4.01K0.00%00.0%Unchanged
Hoey Investments, Inc44$4.21K0.00%00.0%Unchanged
Ellevest, Inc.46$4.40K0.00%+27+142.1%Added
Kalos Management, Inc.46$4.41K0.01%+46New
Acima Private Wealth, LLC48$4.59K0.00%00.0%Unchanged
SJS Investment Consulting Inc.49$4.68K0.00%−125−71.8%Reduced
Penserra Capital Management LLC60$5.00K0.00%00.0%Unchanged
Country Trust Bank56$5.35K0.00%−754−93.1%Reduced
Robbins Farley LLC59$5.64K0.00%−3−4.8%Reduced
Piershale Financial Group, Inc.61$5.83K0.00%00.0%Unchanged
Newton One Investments LLC62$5.93K0.00%00.0%Unchanged
Arcadia Investment Advisors LLC62$5.93K0.00%00.0%Unchanged
ZRC Wealth Management, LLC62$5.93K0.01%+62New
Ahrens Investment Partners LLC63$5.97K0.00%+63New
KB Financial Partners, LLC63$6.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.63$6.06K0.00%00.0%Unchanged
South State Corp.64$6.12K0.00%00.0%Unchanged
West Oak Capital, LLC68$6.50K0.00%00.0%Unchanged
Stonehage Fleming Financial Services Holdings Ltd71$6.79K0.00%00.0%Unchanged
Baldrige Asset Management LLC71$7.00K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC80$7.65K0.00%00.0%Unchanged
Costello Asset Management, INC87$8.32K0.01%00.0%Unchanged
Schubert & Co87$8.32K0.01%00.0%Unchanged
Performa Ltd (US), LLC90$8.60K0.00%−10−10.0%Reduced
Dougherty Wealth Advisers LLC93$8.89K0.01%00.0%Unchanged
Wolff Wiese Magana LLC93$8.91K0.01%−12−11.4%Reduced
Mendota Financial Group, LLC98$8.97K0.01%−338−77.5%Reduced
Evolution Advisers, Inc.95$9.00K0.01%00.0%Unchanged
Godsey & Gibb Associates95$9.08K0.00%−50−34.5%Reduced
Capital Management Associates100$9.56K0.01%00.0%Unchanged
Buck Wealth Strategies, LLC102$9.75K0.00%+102New
Milestone Investment Advisors LLC102$9.79K0.00%+102New
Column Capital Advisors, LLC103$9.86K0.00%−456−81.6%Reduced
Founders Capital Management100$10.0K0.01%−337−77.1%Reduced
Grayhawk Investment Strategies Inc.81$10.0K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group107$10.2K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC111$10.6K0.00%−20−15.3%Reduced
Stone House Investment Management, LLC114$10.9K0.00%+114New
US Asset Management LLC113$11.0K0.01%−4−3.4%Reduced
1832 Asset Management L.P.121$11.6K0.00%00.0%Unchanged
Motco121$11.6K0.00%−1−0.8%Reduced
Erste Asset Management GmbH125$11.9K0.00%00.0%Unchanged
Avalon Trust Co125$11.9K0.00%+125New
Itau Unibanco Holding S.A.133$12.7K0.00%+133New
Ten Capital Wealth Advisors, LLC134$12.8K0.00%00.0%Unchanged
True Wealth Design, LLC134$12.8K0.01%00.0%Unchanged
Pflug Koory, LLC137$13.1K0.01%−330−70.7%Reduced
WealthPlan Investment Management, LLC138$13.2K0.00%−2,833−95.4%Reduced
Creative Capital Management Investments LLC148$14.1K0.01%+5+3.5%Added
First National Bank of South Miami149$14.2K0.01%00.0%Unchanged
Norwood Financial Corp150$14.3K0.02%00.0%Unchanged
Missouri Trust & Investment Co150$14.3K0.01%00.0%Unchanged
Knights of Columbus Asset Advisors LLC150$14.3K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC151$14.4K0.00%00.0%Unchanged