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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, 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.

Institutional holdersQ3 2023: 1,794 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 heldQ3 2023: $90.4B
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, Q3 2023

Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q2 2023.

Institutions holding GE in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Buck Wealth Strategies, LLC154$17.1K0.01%+43+38.7%Added
Capital Analysts, LLC156$17.0K0.00%+5+3.3%Added
Moisand Fitzgerald Tamayo, LLC151$16.7K0.00%−124−45.1%Reduced
Knights of Columbus Asset Advisors LLC150$16.6K0.00%00.0%Unchanged
Norwood Financial Corp150$16.6K0.03%00.0%Unchanged
Wolff Wiese Magana LLC149$16.5K0.01%+56+60.2%Added
United Community Bank149$16.5K0.01%+149New
Stone House Investment Management, LLC143$15.8K0.01%00.0%Unchanged
Creative Capital Management Investments LLC143$15.8K0.01%−5−3.4%Reduced
Pflug Koory, LLC137$15.1K0.01%00.0%Unchanged
Missouri Trust & Investment Co136$15.0K0.01%00.0%Unchanged
Cornerstone Planning Group LLC128$14.2K0.01%+103+412.0%Added
Your Advocates Ltd., LLP125$13.8K0.01%−105−45.7%Reduced
Avalon Trust Co125$13.8K0.00%00.0%Unchanged
Erste Asset Management GmbH125$13.8K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC164$13.7K0.00%+50+43.9%Added
CGC Financial Services, LLC122$13.5K0.01%00.0%Unchanged
HighMark Wealth Management LLC122$13.5K0.01%00.0%Unchanged
Tucker Asset Management LLC116$12.8K0.00%+62+114.8%Added
Kayne Anderson Rudnick Investment Management LLC114$12.6K0.00%00.0%Unchanged
WR Wealth Planners, LLC113$12.5K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC110$12.2K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.106$11.7K0.01%00.0%Unchanged
Column Capital Advisors, LLC103$11.4K0.00%00.0%Unchanged
Milestone Investment Advisors LLC103$11.3K0.00%+103New
Founders Capital Management100$11.1K0.01%00.0%Unchanged
Capital Management Associates100$11.0K0.02%00.0%Unchanged
SJS Investment Consulting Inc.98$10.8K0.00%+3+3.2%Added
Godsey & Gibb Associates95$10.5K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC93$10.3K0.01%00.0%Unchanged
Evolution Advisers, Inc.95$10.0K0.01%00.0%Unchanged
Costello Asset Management, INC87$9.62K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC86$9.51K0.00%00.0%Unchanged
Bollard Group LLC85$9.00K0.00%00.0%Unchanged
Grayhawk Investment Strategies Inc.81$8.96K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC80$8.84K0.00%00.0%Unchanged
Global Wealth Strategies & Associates76$8.41K0.00%+61+406.7%Added
West Oak Capital, LLC68$8.00K0.00%00.0%Unchanged
Ruedi Wealth Management, Inc.63$7.01K0.00%00.0%Unchanged
Newton One Investments LLC62$6.87K0.00%00.0%Unchanged
ZRC Wealth Management, LLC62$6.86K0.01%00.0%Unchanged
Arcadia Investment Advisors LLC62$6.86K0.00%00.0%Unchanged
Robbins Farley LLC59$6.52K0.00%00.0%Unchanged
True Wealth Design, LLC59$6.52K0.00%00.0%Unchanged
Country Trust Bank56$6.19K0.00%00.0%Unchanged
Red Tortoise LLC55$6.08K0.00%+25+83.3%Added
ClariVest Asset Management LLC58$6.00K0.00%+30+107.1%Added
Lee Financial Co50$5.59K0.00%00.0%Unchanged
West Financial Advisors, LLC47$5.20K0.00%00.0%Unchanged
Pointe Capital Management LLC4,600$5.08K0.00%00.0%Unchanged
Performa Ltd (US), LLC45$4.97K0.00%−35−43.8%Reduced
USA Financial Portformulas Corp42$4.64K0.01%−1,635−97.5%Reduced
Kathleen S. Wright Associates Inc.39$4.31K0.00%+5+14.7%Added
NVWM, LLC43$4.31K0.00%00.0%Unchanged
Insight Financial Services38$4.20K0.01%00.0%Unchanged
Raleigh Capital Management Inc.38$4.20K0.00%+38New
Jackson, Grant Investment Advisers, Inc.37$4.09K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.37$4.09K0.00%00.0%Unchanged
Pacifica Partners Inc.37$4.02K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC34$4.00K0.00%00.0%Unchanged
Mizuho Securities Co. Ltd.36$3.98K0.02%−264−88.0%Reduced
PayPay Securities Corp32$3.54K0.17%00.0%Unchanged
PrairieView Partners, LLC34$3.00K0.00%−133−79.6%Reduced
Roble, Belko & Company, Inc24$3.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA25$3.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.31$3.00K0.00%+31New
Highline Wealth Partners LLC27$2.98K0.00%00.0%Unchanged
Core Wealth Advisors, Inc.26$2.88K0.00%00.0%Unchanged
Retirement Group, LLC24$2.67K0.00%00.0%Unchanged
Eukles Asset Management24$2.65K0.00%+23+2,300.0%Added
HWG Holdings LP24$2.65K0.00%00.0%Unchanged
Savior LLC23$2.56K0.02%00.0%Unchanged
Raffa Wealth Management, LLC23$2.54K0.00%00.0%Unchanged
Peoples Bank20$2.21K0.00%+20New
Halpern Financial, Inc.19$2.10K0.00%00.0%Unchanged
Briaud Financial Planning, Inc20$2.00K0.00%+20New
Goodman Advisory Group, LLC18$1.99K0.00%00.0%Unchanged
Manitou Investment Management Ltd.16$1.77K0.00%00.0%Unchanged
Pittenger & Anderson Inc14$1.55K0.00%00.0%Unchanged
Deane Retirement Strategies, Inc.14$1.55K0.00%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.13$1.48K0.00%−13−50.0%Reduced
Toth Financial Advisory Corp12$1.34K0.00%−6−33.3%Reduced
Live Oak Investment Partners–$1.33K0.00%––
GoalVest Advisory LLC12$1.33K0.00%00.0%Unchanged
New Millennium Group LLC12$1.33K0.00%+12New
Winch Advisory Services, LLC6$1.00K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC13$1.00K0.00%00.0%Unchanged
Perritt Capital Management Inc7$7740.00%00.0%Unchanged
Gould Capital, LLC6$6530.00%00.0%Unchanged
Northwest Capital Management Inc2$2310.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund1$1110.00%00.0%Unchanged
Bradley & Co. Private Wealth Management, LLC1$1110.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Quilter Plc11,350––−539−4.5%Reduced
TD Ameritrade Investment Management, LLC0$00.00%−602−100.0%Sold out
Stockbridge Partners LLC0$00.00%−508,465−100.0%Sold out
Epoch Investment Partners, Inc.0$00.00%−431,580−100.0%Sold out
Senator Investment Group LP0$00.00%−375,000−100.0%Sold out
Clean Energy Transition LLP0$00.00%−115,378−100.0%Sold out
Andra AP-fonden0$00.00%−71,900−100.0%Sold out