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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; 3,457 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 2023

Institutional positions in General Electric Co as of Jun 30, 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
1,741
+132 vs. Q1 2023
Shares held
823.2M
+763.1K (+0.1%) vs. Q1 2023
Total value
$90.0B
+$11.4B (+14.5%) vs. Q1 2023
New holders
210
599 more added
Sold out
78
634 more reduced

13 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,741 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: 1,993 institutionsQ1 2024: 2,196 institutionsQ2 2024: 2,183 institutionsQ3 2024: 2,368 institutionsQ4 2024: 2,455 institutionsQ1 2025: 2,620 institutionsQ2 2025: 2,817 institutionsQ3 2025: 2,956 institutionsQ4 2025: 3,231 institutionsQ1 2026: 3,234 institutionsQ2 2026: 3,457 institutions
Value heldQ2 2023: $90.0B
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 20263,457$308.1B
Q1 20263,234$231.0B
Q4 20253,231$256.9B
Q3 20252,956$246.3B
Q2 20252,817$217.1B
Q1 20252,620$168.2B
Q4 20242,455$141.2B
Q3 20242,368$158.8B
Q2 20242,183$135.3B
Q1 20242,196$145.5B
Q4 20231,993$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, Q2 2023

Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q1 2023.

Institutions holding GE in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Basepoint Wealth LLC1,936$212.6K0.18%+1,936New
First Capital Advisors Group, LLC.1,933$212.3K0.11%+1,933New
Capital Wealth Planning, LLC1,921$211.0K0.00%+1,921New
Tufton Capital Management1,917$210.6K0.05%−691−26.5%Reduced
Acorn Wealth Advisors, LLC1,917$210.5K0.14%−198−9.4%Reduced
Synergy Financial Management, LLC1,913$210.1K0.05%+1,913New
Level Financial Advisors, Inc.1,911$209.9K0.12%+1,685+745.6%Added
Ballast Advisors LLC1,908$209.6K0.08%+1,908New
Advisory Resource Group1,906$209.4K0.06%+1,906New
Donaldson Capital Management, LLC1,895$208.2K0.01%+1,895New
MONECO Advisors, LLC1,893$208.0K0.06%+1,893New
MQS Management LLC1,891$207.7K0.14%+1,891New
Morse Asset Management, Inc1,885$207.0K0.06%+1,885New
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors1,884$207.0K0.03%−456−19.5%Reduced
Luts & Greenleigh Group, Inc1,881$206.7K0.25%+1,881New
SNS Financial Group, LLC1,879$206.4K0.03%+1,879New
Wagner Wealth Management, LLC1,875$206.0K0.08%+1,875New
Game Creek Capital, LP1,875$206.0K0.14%−625−25.0%Reduced
Armstrong Shaw Associates Inc1,875$206.0K0.21%+1,875New
Caldwell Sutter Capital, Inc.1,868$205.2K0.11%+1,246+200.3%Added
Oak Hill Wealth Advisors, LLC1,867$205.1K0.08%+1,867New
Laurel Wealth Advisors LLC1,856$203.8K0.04%+1+0.1%Added
Claret Asset Management Corp1,844$203.0K0.04%−383−17.2%Reduced
Financial Council Asset Management Inc1,847$202.9K0.15%+1,847New
Willow Creek Wealth Management Inc.1,846$202.8K0.03%+1,846New
Financial Advisory Service, Inc.1,843$202.5K0.03%+1,843New
Vantage Consulting Group Inc1,843$202.5K0.12%−396−17.7%Reduced
Syntax Advisors, LLC1,843$202.5K0.16%−396−17.7%Reduced
Capstone Financial Advisors, Inc.1,837$201.8K0.02%+1,837New
Vestmark Advisory Solutions, Inc.1,837$201.8K0.01%+1,837New
One Charles Private Wealth Services, LLC1,836$201.7K0.12%+1,836New
New England Professional Planning Group Inc.1,828$200.8K0.12%+1,828New
Curran Financial Partners, LLC1,828$200.8K0.09%+1,828New
Live Oak Private Wealth LLC1,827$200.7K0.04%+1,827New
Seven Springs Wealth Group, LLC1,827$200.7K0.10%+1,827New
Widmann Financial Services, Inc.1,826$200.6K0.19%+1,826New
Freestone Capital Holdings, LLC1,822$200.2K0.01%+1,822New
Hummer Financial Advisory Services Inc1,820$200.1K0.20%+1,820New
E Fund Management Co., Ltd.1,819$200.0K0.02%+1,819New
Arthur M. Cohen & Associates, LLC1,800$197.7K0.05%+1,800New
MV Capital Management, Inc.1,792$196.9K0.03%+16+0.9%Added
Carmichael Hill & Associates, Inc.1,776$195.1K0.09%00.0%Unchanged
Nalls Sherbakoff Group, LLC1,919$194.8K0.19%00.0%Unchanged
ORG Partners LLC473$194.8K0.03%+473New
CVA Family Office, LLC1,772$194.7K0.04%00.0%Unchanged
Pacific Center for Financial Services1,771$194.5K0.06%+1+0.1%Added
Psagot Value Holdings Ltd. / (Israel)1,796$194.0K0.10%−1,104−38.1%Reduced
Coastal Investment Advisors, Inc.1,766$194.0K0.04%+1,766New
Duncker Streett & Co Inc1,747$191.9K0.04%−42−2.3%Reduced
Quent Capital, LLC1,747$191.9K0.03%+79+4.7%Added
Ancora Advisors, LLC1,684$185.0K0.00%+20+1.2%Added
American National Bank1,681$184.7K0.03%00.0%Unchanged
USA Financial Portformulas Corp1,677$184.2K0.28%+1,673+41,825.0%Added
Cape Investment Advisory, Inc.1,669$183.4K0.10%+200+13.6%Added
Baldwin Brothers Inc1,660$182.4K0.01%00.0%Unchanged
Easterly Investment Partners LLC1,638$179.9K0.02%+1,638New
Addison Advisors LLC1,610$176.9K0.09%+70+4.5%Added
Fairfield, Bush & Co.1,557$171.0K0.05%+1,557New
WFA of San Diego, LLC1,550$170.3K0.17%+1,550New
Evermay Wealth Management LLC1,530$168.1K0.03%00.0%Unchanged
Avondale Wealth Management1,500$164.8K0.14%00.0%Unchanged
Beaird Harris Wealth Management, LLC1,440$158.2K0.02%−2−0.1%Reduced
Hexagon Capital Partners LLC1,431$157.2K0.04%+4+0.3%Added
Hazlett, Burt & Watson, Inc.1,428$157.0K0.12%+12+0.8%Added
Clear Street Markets LLC1,422$156.0K0.06%−714−33.4%Reduced
City State Bank1,417$156.0K0.08%00.0%Unchanged
Kelly Lawrence W & Associates Inc1,494$155.4K0.04%00.0%Unchanged
Gradient Investments LLC1,394$153.1K0.00%+120+9.4%Added
Acropolis Investment Management, LLC1,387$152.4K0.01%+1,387New
Livforsakringsbolaget Skandia, Omsesidigt1,380$151.6K0.02%00.0%Unchanged
Farther Finance Advisors, LLC1,378$151.4K0.03%+179+14.9%Added
Pin Oak Investment Advisors Inc1,361$150.0K0.17%−50−3.5%Reduced
Worth Asset Management, LLC1,362$149.6K0.11%+350+34.6%Added
Brown, Lisle/Cummings, Inc.1,343$147.6K0.07%−1,362−50.4%Reduced
Abound Wealth Management1,342$147.4K0.06%−54−3.9%Reduced
SOA Wealth Advisors, LLC.1,326$145.7K0.03%−129−8.9%Reduced
Sittner & Nelson, LLC1,317$144.7K0.08%+12+0.9%Added
Plante Moran Financial Advisors, LLC1,312$144.1K0.02%+475+56.8%Added
Dividend Assets Capital, LLC1,301$143.0K0.03%00.0%Unchanged
Field & Main Bank1,290$141.7K0.08%00.0%Unchanged
Bourgeon Capital Management LLC1,262$138.6K0.03%00.0%Unchanged
Wambolt & Associates, LLC74,586$138.4K0.05%00.0%Unchanged
Emfo, LLC1,258$138.2K0.13%−25−1.9%Reduced
Global Financial Private Client, LLC1,274$137.9K0.07%+350+37.9%Added
Vigilant Capital Management, LLC1,249$137.0K0.01%−4−0.3%Reduced
Fred Alger Management, LLC1,240$136.2K0.00%+691+125.9%Added
Centerpoint Advisors, LLC1,214$133.0K0.05%00.0%Unchanged
Central Bank & Trust Co1,206$132.5K0.02%−69−5.4%Reduced
Arlington Partners LLC1,184$130.1K0.02%+6+0.5%Added
Nemes Rush Group LLC1,182$129.9K0.02%+1,182New
Westside Investment Management, Inc.1,174$129.1K0.04%00.0%Unchanged
TD Capital Management LLC1,154$126.7K0.02%+1+0.1%Added
GHP Investment Advisors, Inc.1,085$124.3K0.01%+29+2.7%Added
ICA Group Wealth Management, LLC1,113$122.3K0.03%−2,412−68.4%Reduced
Zions Bancorporation, N.A.1,110$121.9K0.01%+48+4.5%Added
Archer Investment Corp28,866$121.6K0.04%+28,664+14,190.1%Added
Essex Investment Management Co LLC1,095$120.3K0.02%−5−0.5%Reduced
Foster Dykema Cabot & Co Inc1,072$118.0K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.1,050$115.3K0.12%+1,050New
McIlrath & Eck, LLC1,023$112.4K0.02%−52−4.8%Reduced