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, Q4 2023
Institutional positions in General Electric Co as of Dec 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
- 1,993
- +228 vs. Q3 2023
- Shares held
- 815.4M
- +284.2K (0.0%) vs. Q3 2023
- Total value
- $104.0B
- +$13.9B (+15.4%) vs. Q3 2023
- New holders
- 310
- 657 more added
- Sold out
- 82
- 735 more reduced
29 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 3,457 | $308.1B |
| Q1 2026 | 3,234 | $231.0B |
| Q4 2025 | 3,231 | $256.9B |
| Q3 2025 | 2,956 | $246.3B |
| Q2 2025 | 2,817 | $217.1B |
| Q1 2025 | 2,620 | $168.2B |
| Q4 2024 | 2,455 | $141.2B |
| Q3 2024 | 2,368 | $158.8B |
| Q2 2024 | 2,183 | $135.3B |
| Q1 2024 | 2,196 | $145.5B |
| Q4 2023 | 1,993 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 4,267 | $544.6K | 0.05% | +141+3.4% | Added |
| Independent Investors Inc | 4,292 | $547.8K | 0.13% | −8−0.2% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 4,292 | $547.8K | 0.25% | +4,292 | New |
| Geneos Wealth Management Inc. | 4,300 | $548.8K | 0.03% | −1,022−19.2% | Reduced |
| Great Valley Advisor Group, Inc. | 4,316 | $550.4K | 0.02% | +74+1.7% | Added |
| TCG Advisory Services, LLC | 4,313 | $550.5K | 0.04% | +4,313 | New |
| Mayflower Financial Advisors, LLC | 4,334 | $553.2K | 0.08% | −595−12.1% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,354 | $556.0K | 0.60% | −8,850−67.0% | Reduced |
| LMCG Investments, LLC | 4,366 | $557.2K | 0.03% | −20.0% | Reduced |
| Trust Co of Vermont | 4,367 | $557.4K | 0.04% | −1,079−19.8% | Reduced |
| PFG Investments, LLC | 4,378 | $558.8K | 0.10% | +38+0.9% | Added |
| Stratos Wealth Advisors, LLC | 4,385 | $559.8K | 0.03% | +43+1.0% | Added |
| HFG Advisors, Inc. | 4,396 | $561.1K | 0.54% | −26−0.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,402 | $562.2K | 0.04% | +159+3.7% | Added |
| Bruce G. Allen Investments, LLC | 4,408 | $562.6K | 0.51% | +4,408 | New |
| Carret Asset Management, LLC | 4,420 | $564.1K | 0.07% | −75−1.7% | Reduced |
| Legacy Private Trust Co. | 4,434 | $565.9K | 0.04% | +250+6.0% | Added |
| AXS Investments LLC | 4,454 | $568.5K | 0.14% | −511−10.3% | Reduced |
| Fagan Associates, Inc. | 4,455 | $568.6K | 0.12% | −17−0.4% | Reduced |
| Morningstar Investment Services LLC | 4,432 | $569.0K | 0.00% | +2,240+102.2% | Added |
| Logan Capital Management Inc | 4,468 | $570.3K | 0.03% | +781+21.2% | Added |
| Frontier Asset Management, LLC | 4,472 | $570.8K | 0.21% | +10.0% | Added |
| GeoWealth Management, LLC | 4,475 | $571.0K | 0.05% | +4,475 | New |
| American Financial Advisors, LLC | 4,480 | $571.8K | 0.08% | +10.0% | Added |
| Annex Advisory Services, LLC | 4,484 | $572.3K | 0.02% | +718+19.1% | Added |
| Bontempo Ohly Capital Mgmt LLC | 4,495 | $573.7K | 0.28% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 4,499 | $574.2K | 0.14% | −569−11.2% | Reduced |
| Heritage Wealth Advisors | 4,500 | $574.3K | 0.03% | −2,059−31.4% | Reduced |
| Citizens Financial Group Inc | 4,507 | $575.3K | 0.02% | +651+16.9% | Added |
| Everhart Financial Group, Inc. | 4,512 | $575.9K | 0.20% | +195+4.5% | Added |
| Northside Capital Management, LLC | 4,523 | $577.3K | 0.18% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 4,548 | $580.4K | 0.48% | +4,548 | New |
| Cassaday & Co Wealth Management LLC | 4,550 | $580.7K | 0.02% | −49−1.1% | Reduced |
| Private Portfolio Partners LLC | 4,555 | $581.4K | 0.13% | −350−7.1% | Reduced |
| Pointe Capital Management LLC | 4,585 | $585.2K | 0.41% | −15−0.3% | Reduced |
| Vista Investment Partners LLC | 4,602 | $587.4K | 0.22% | +4,602 | New |
| Spears Abacus Advisors LLC | 4,606 | $587.8K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,610 | $588.4K | 0.32% | +4,610 | New |
| Davis Investment Partners, LLC | 4,741 | $591.0K | 0.29% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 4,646 | $593.0K | 0.02% | +464+11.1% | Added |
| Rowland & Co Investment Counsel | 4,660 | $594.8K | 0.14% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,686 | $598.4K | 0.08% | +598+14.6% | Added |
| Brooks, Moore & Associates, Inc. | 4,691 | $598.6K | 0.41% | +863+22.5% | Added |
| MQS Management LLC | 4,704 | $600.4K | 0.33% | +4,704 | New |
| Gillespie Robinson & Grimm Inc | 4,735 | $604.3K | 0.05% | 00.0% | Unchanged |
| Cambridge Financial Group, LLC | 4,735 | $604.3K | 0.32% | +4,735 | New |
| Wolverine Trading, LLC | 4,746 | $605.7K | 0.00% | +4,746 | New |
| Cullen Investment Group, Ltd. | 4,753 | $606.7K | 0.11% | +4,753 | New |
| Caldwell Trust Co | 4,790 | $611.3K | 0.08% | +252+5.6% | Added |
| Montag A & Associates Inc | 4,801 | $613.0K | 0.03% | +376+8.5% | Added |
| Diamant Asset Management, Inc. | 4,806 | $613.4K | 0.45% | +112+2.4% | Added |
| Hengehold Capital Management LLC | 4,847 | $618.6K | 0.07% | +51+1.1% | Added |
| Mill Creek Capital Advisors, LLC | 4,848 | $618.7K | 0.02% | −55−1.1% | Reduced |
| Catalyst Financial Partners LLC | 4,854 | $619.5K | 0.17% | +233+5.0% | Added |
| Benchmark Investment Advisors LLC | 4,880 | $622.8K | 0.58% | 00.0% | Unchanged |
| Aspiriant, LLC | 4,895 | $624.8K | 0.03% | +171+3.6% | Added |
| Berkshire Bank | 4,917 | $627.6K | 0.17% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 4,919 | $627.8K | 0.02% | −589−10.7% | Reduced |
| Carson Advisory Inc. | 4,921 | $628.0K | 0.49% | −300−5.7% | Reduced |
| Hills Bank & Trust Co | 4,950 | $631.8K | 0.06% | +257+5.5% | Added |
| Burt Wealth Advisors | 4,951 | $631.9K | 0.18% | −498−9.1% | Reduced |
| TCI Wealth Advisors, Inc. | 4,953 | $632.1K | 0.07% | +425+9.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 4,981 | $635.7K | 0.10% | +572+13.0% | Added |
| Legacy Advisors, LLC | 4,987 | $636.5K | 0.08% | +1,049+26.6% | Added |
| Harbor Advisors LLC | 5,000 | $638.1K | 0.12% | 00.0% | Unchanged |
| Regents of the University of California | 5,009 | $639.3K | 0.08% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 5,039 | $642.0K | 0.01% | −1,057−17.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,037 | $642.9K | 0.02% | +583+13.1% | Added |
| Curbstone Financial Management Corp | 5,050 | $644.5K | 0.15% | −398−7.3% | Reduced |
| Wealthstream Advisors, Inc. | 5,080 | $648.3K | 0.27% | +1,321+35.1% | Added |
| Corton Capital Inc. | 5,102 | $651.2K | 0.21% | +5,102 | New |
| Level Four Advisory Services, LLC | 5,126 | $654.2K | 0.04% | −326−6.0% | Reduced |
| Abn Amro Investment Solutions | 5,132 | $655.0K | 0.01% | −276−5.1% | Reduced |
| Joel Isaacson & Co., LLC | 5,144 | $656.5K | 0.04% | −185−3.5% | Reduced |
| Ignite Planners, LLC | 5,213 | $656.5K | 0.19% | −332−6.0% | Reduced |
| Washington Trust Co | 5,149 | $657.2K | 0.03% | −178−3.3% | Reduced |
| BlueCrest Capital Management Ltd | 5,153 | $657.7K | 0.11% | −2,869−35.8% | Reduced |
| NBC Securities, Inc. | 5,167 | $659.0K | 0.07% | +1,983+62.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,214 | $665.5K | 0.06% | −361−6.5% | Reduced |
| Arkadios Wealth Advisors | 5,227 | $667.1K | 0.06% | +883+20.3% | Added |
| Seelaus Asset Management LLC | 5,238 | $668.5K | 0.65% | +1,140+27.8% | Added |
| Aptus Capital Advisors, LLC | 5,249 | $669.9K | 0.02% | −1,502−22.2% | Reduced |
| Harvest Fund Management Co., Ltd | 5,254 | $671.0K | 0.10% | −4,027−43.4% | Reduced |
| Venture Visionary Partners LLC | 5,261 | $671.5K | 0.04% | −11−0.2% | Reduced |
| Benedetti & Gucer, Inc. | 5,293 | $675.5K | 0.35% | −979−15.6% | Reduced |
| Arlington Trust Co LLC | 5,298 | $676.2K | 0.19% | +4,114+347.5% | Added |
| First National Bank | 5,299 | $676.3K | 0.53% | −2,144−28.8% | Reduced |
| Brevan Howard Capital Management LP | 5,306 | $677.2K | 0.07% | +5,306 | New |
| Allred Capital Management, LLC | 5,323 | $679.3K | 0.30% | +4+0.1% | Added |
| Advisors Asset Management, Inc. | 5,351 | $682.9K | 0.01% | +3,616+208.4% | Added |
| Boston Trust Walden Corp | 5,352 | $683.1K | 0.01% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 5,210 | $683.4K | 0.27% | −187−3.5% | Reduced |
| Sunflower Bank, N.A. | 5,355 | $683.5K | 0.16% | +463+9.5% | Added |
| Snowden Capital Advisors LLC | 5,367 | $685.0K | 0.03% | +414+8.4% | Added |
| First Horizon Advisors, Inc. | 5,368 | $685.2K | 0.02% | +134+2.6% | Added |
| Portfolio Design Labs, LLC | 5,395 | $688.6K | 0.26% | +5,395 | New |
| Pitcairn Co | 5,396 | $688.6K | 0.05% | −422−7.3% | Reduced |
| XML Financial, LLC | 5,431 | $693.2K | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 5,435 | $693.7K | 0.00% | −75−1.4% | Reduced |
| WoodTrust Financial Corp | 5,444 | $695.0K | 0.12% | +1,001+22.5% | Added |