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, Q3 2023
Institutional positions in General Electric Co as of Sep 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
- 1,794
- +77 vs. Q2 2023
- Shares held
- 817.2M
- −5.44M (−0.7%) vs. Q2 2023
- Total value
- $90.4B
- +$399.0M (+0.4%) vs. Q2 2023
- New holders
- 159
- 636 more added
- Sold out
- 82
- 664 more reduced
24 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monterey Private Wealth, Inc. | 2,148 | $237.5K | 0.12% | 00.0% | Unchanged |
| Channel Wealth LLC | 2,154 | $238.1K | 0.13% | +2,154 | New |
| Yelin Lapidot Holdings Management Ltd. | 2,137 | $240.1K | 0.06% | +2,137 | New |
| Rossmore Private Capital | 2,178 | $240.8K | 0.04% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,180 | $241.0K | 0.14% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 2,180 | $241.1K | 0.04% | −53−2.4% | Reduced |
| Accurate Wealth Management, LLC | 2,192 | $241.2K | 0.08% | +77+3.6% | Added |
| Stokes Family Office, LLC | 2,189 | $242.0K | 0.03% | −8−0.4% | Reduced |
| Hartford Financial Management Inc. | 2,194 | $242.5K | 0.06% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 2,195 | $242.7K | 0.04% | −27−1.2% | Reduced |
| Oak Hill Wealth Advisors, LLC | 2,202 | $243.4K | 0.09% | +335+17.9% | Added |
| CKW Financial Group | 2,208 | $244.0K | 0.04% | +36+1.7% | Added |
| Roberts Glore & Co Inc | 2,209 | $244.2K | 0.08% | +10+0.5% | Added |
| SYSTM Wealth Solutions LLC | 2,209 | $244.2K | 0.04% | +2,209 | New |
| Selective Wealth Management, Inc. | 2,246 | $244.5K | 0.13% | −6−0.3% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,218 | $245.0K | 0.08% | −122−5.2% | Reduced |
| Broderick Brian C | 2,218 | $245.2K | 0.07% | 00.0% | Unchanged |
| Summit Financial Group Inc | 2,221 | $245.5K | 0.10% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 2,229 | $246.0K | 0.15% | 00.0% | Unchanged |
| Wendell David Associates Inc | 2,222 | $246.0K | 0.03% | +2,222 | New |
| Morningstar Investment Services LLC | 2,192 | $246.0K | 0.00% | +2,192 | New |
| Hurlow Wealth Management Group, Inc. | 2,230 | $246.5K | 0.11% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,238 | $247.4K | 0.04% | 00.0% | Unchanged |
| Montgomery Investment Management Inc | 2,240 | $247.6K | 0.09% | −287−11.4% | Reduced |
| WFA Asset Management Corp | 2,242 | $247.9K | 0.15% | −324−12.6% | Reduced |
| Foster Group, Inc. | 2,246 | $248.3K | 0.02% | −47−2.0% | Reduced |
| Calamos Wealth Management LLC | 2,248 | $248.5K | 0.02% | −101−4.3% | Reduced |
| Taylor Hoffman Wealth Management | 2,253 | $249.1K | 0.13% | +300+15.4% | Added |
| Ziegler Capital Management, LLC | 2,255 | $249.3K | 0.01% | −8−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 2,256 | $249.6K | 0.03% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,258 | $249.6K | 0.04% | +10+0.4% | Added |
| Vaughan David Investments LLC | 2,258 | $250.0K | 0.01% | −20−0.9% | Reduced |
| Alpha Family Trust | 2,265 | $250.4K | 0.19% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 3,038 | $250.7K | 0.06% | −201−6.2% | Reduced |
| BCS Wealth Management | 2,266 | $251.0K | 0.10% | +2,266 | New |
| Capital Wealth Planning, LLC | 2,271 | $251.1K | 0.00% | +350+18.2% | Added |
| Financial Engines Advisors L.L.C. | 2,282 | $252.5K | 0.00% | +2,282 | New |
| Rockbridge Investment Management, LCC | 2,288 | $252.9K | 0.04% | +312+15.8% | Added |
| McAdam, LLC | 2,290 | $253.2K | 0.02% | +2,290 | New |
| SFMG, LLC | 2,297 | $253.9K | 0.03% | −41−1.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,311 | $255.5K | 0.01% | +340+17.3% | Added |
| 4J Wealth Management LLC | 2,313 | $255.7K | 0.25% | −15−0.6% | Reduced |
| Davidson Trust Co | 2,319 | $256.4K | 0.19% | −75−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,324 | $256.9K | 0.03% | −104−4.3% | Reduced |
| Successful Portfolios LLC | 2,332 | $257.9K | 0.23% | −5−0.2% | Reduced |
| Peak Asset Management, LLC | 2,333 | $257.9K | 0.06% | +15+0.6% | Added |
| Eagle Bay Advisors LLC | 2,334 | $258.0K | 0.12% | +272+13.2% | Added |
| Widmann Financial Services, Inc. | 2,336 | $258.2K | 0.26% | +510+27.9% | Added |
| Amussen Hunsaker Associates LLC | 2,308 | $259.3K | 0.06% | +2,308 | New |
| Girard Partners Ltd. | 2,359 | $260.8K | 0.03% | −63−2.6% | Reduced |
| First Nebraska Trust Co | 2,361 | $261.0K | 0.03% | −102−4.1% | Reduced |
| Capital Asset Advisory Services LLC | 2,308 | $261.4K | 0.02% | −319−12.1% | Reduced |
| River Street Advisors LLC | 2,365 | $261.5K | 0.25% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,375 | $262.6K | 0.22% | −163−6.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,384 | $263.6K | 0.07% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,391 | $264.3K | 0.01% | −2,521−51.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 2,400 | $265.3K | 0.04% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 2,405 | $265.9K | 0.06% | 00.0% | Unchanged |
| Boston Research & Management Inc | 2,413 | $266.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 2,413 | $266.8K | 0.18% | −32−1.3% | Reduced |
| Tradewinds, LLC. | 2,413 | $266.8K | 0.16% | +2+0.1% | Added |
| Avestar Capital, LLC | 2,415 | $267.0K | 0.04% | +2,415 | New |
| Aspire Wealth Management Corp | 2,442 | $270.0K | 0.21% | −151−5.8% | Reduced |
| Auxier Asset Management | 2,453 | $271.2K | 0.05% | −25−1.0% | Reduced |
| Strategic Blueprint, LLC | 2,465 | $272.5K | 0.03% | +234+10.5% | Added |
| Fidelis Capital Partners, LLC | 2,468 | $272.9K | 0.09% | +11+0.4% | Added |
| Silver Oak Securities, Inc | 2,481 | $274.2K | 0.06% | −228−8.4% | Reduced |
| Greatmark Investment Partners, Inc. | 2,486 | $274.8K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 2,490 | $275.4K | 0.02% | −38−1.5% | Reduced |
| BancorpSouth Bank | 2,495 | $275.8K | 0.02% | −49−1.9% | Reduced |
| Compass Ion Advisors, LLC | 2,515 | $278.0K | 0.05% | +2,515 | New |
| JTC Employer Solutions Trusteee Ltd | 2,515 | $278.0K | 0.03% | −367−12.7% | Reduced |
| WealthPLAN Partners, LLC | 2,516 | $278.1K | 0.03% | +53+2.2% | Added |
| Register Financial Advisors LLC | 2,518 | $278.4K | 0.20% | −81−3.1% | Reduced |
| Inscription Capital, LLC | 2,522 | $278.8K | 0.09% | −37−1.4% | Reduced |
| Northern Oak Wealth Management Inc | 2,524 | $279.0K | 0.03% | +148+6.2% | Added |
| Childress Capital Advisors, LLC | 2,525 | $279.1K | 0.09% | +2,525 | New |
| Tanglewood Legacy Advisors, LLC | 2,530 | $279.7K | 0.17% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,533 | $280.0K | 0.02% | +39+1.6% | Added |
| Van Hulzen Asset Management, LLC | 2,549 | $282.0K | 0.02% | −412−13.9% | Reduced |
| Roundview Capital LLC | 2,558 | $282.8K | 0.03% | +228+9.8% | Added |
| Close Asset Management Ltd | 2,563 | $283.0K | 0.01% | +88+3.6% | Added |
| Alterity Financial Group, LLC | 2,562 | $283.2K | 0.45% | −2,500−49.4% | Reduced |
| Marcum Wealth, LLC | 2,565 | $283.6K | 0.03% | +359+16.3% | Added |
| Keel Point, LLC | 2,571 | $284.2K | 0.04% | −722−21.9% | Reduced |
| KPP Advisory Services LLC | 2,577 | $284.9K | 0.09% | +2,577 | New |
| Shufro Rose & Co LLC | 2,592 | $286.5K | 0.03% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,594 | $286.8K | 0.06% | −949−26.8% | Reduced |
| Hillman Capital Management, Inc. | 2,596 | $287.0K | 0.11% | −2,791−51.8% | Reduced |
| United Bank | 2,603 | $287.8K | 0.04% | −62−2.3% | Reduced |
| Tiemann Investment Advisors, LLC | 2,606 | $288.1K | 0.15% | +370+16.5% | Added |
| Madison Wealth Management | 2,607 | $288.2K | 0.06% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 2,608 | $288.3K | 0.05% | −304−10.4% | Reduced |
| Triangle Securities Wealth Management | 2,609 | $288.4K | 0.10% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 2,612 | $288.8K | 0.12% | −16−0.6% | Reduced |
| Rehmann Capital Advisory Group | 2,615 | $289.2K | 0.03% | +196+8.1% | Added |
| Front Row Advisors LLC | 2,614 | $289.2K | 0.13% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,617 | $289.3K | 0.01% | +1,958+297.1% | Added |
| Lauterbach Financial Advisors, LLC | 2,624 | $290.1K | 0.23% | +10.0% | Added |
| Santori & Peters | 2,626 | $290.4K | 0.16% | 00.0% | Unchanged |