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, 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
- 1,994
- +229 vs. Q3 2023
- Shares held
- 815.4M
- +286.5K (0.0%) vs. Q3 2023
- Total value
- $104.0B
- +$13.9B (+15.4%) vs. Q3 2023
- New holders
- 311
- 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 | 3,458 | $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, 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 |
|---|---|---|---|---|---|
| JNBA Financial Advisors | 446 | $56.9K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 450 | $57.4K | 0.02% | −93−17.1% | Reduced |
| Morton Brown Family Wealth, LLC | 453 | $57.8K | 0.03% | +273+151.7% | Added |
| Brown Shipley& Co Ltd | 456 | $58.2K | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 473 | $60.4K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 474 | $60.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 482 | $61.5K | 0.03% | +482 | New |
| Global Trust Asset Management, LLC | 487 | $62.2K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 487 | $62.2K | 0.04% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 500 | $63.8K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 506 | $64.6K | 0.03% | +443+703.2% | Added |
| Custom Portfolio Group LLC | 509 | $65.0K | 0.06% | +509 | New |
| McGlone Suttner Wealth Management, Inc. | 515 | $65.7K | 0.01% | +515 | New |
| Stephens Consulting, LLC | 518 | $66.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 536 | $68.5K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 540 | $68.9K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 540 | $68.9K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 549 | $70.1K | 0.04% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 554 | $70.7K | 0.00% | +127+29.7% | Added |
| Atwood & Palmer Inc | 569 | $72.6K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 573 | $73.1K | 0.01% | +573 | New |
| Team Financial Group, LLC | 580 | $74.1K | 0.05% | +290+100.0% | Added |
| Trifecta Capital Advisors, LLC | 584 | $74.5K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 597 | $76.2K | 0.05% | +12+2.1% | Added |
| Orion Capital Management LLC | 597 | $76.2K | 0.04% | +597 | New |
| Sugarloaf Wealth Management, LLC | 606 | $77.3K | 0.02% | +67+12.4% | Added |
| Timber Creek Capital Management LLC | 638 | $81.4K | 0.03% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 639 | $81.6K | 0.01% | +639 | New |
| Princeton Global Asset Management LLC | 639 | $81.6K | 0.02% | +125+24.3% | Added |
| Greenwood Gearhart Inc | 652 | $83.2K | 0.01% | +652 | New |
| Fortis Group Advisors, LLC | 662 | $84.5K | 0.02% | +331+100.0% | Added |
| Strategic Investment Solutions, Inc. | 664 | $84.7K | 0.01% | −32,483−98.0% | Reduced |
| Tyler-Stone Wealth Management | 669 | $85.4K | 0.04% | +131+24.3% | Added |
| Game Plan Financial Advisors, LLC | 681 | $86.9K | 0.05% | +681 | New |
| Wetzel Investment Advisors, Inc. | 678 | $87.0K | 0.05% | +678 | New |
| AJOVista, LLC | 683 | $87.2K | 0.11% | +683 | New |
| New England Capital Financial Advisors LLC | 700 | $89.4K | 0.05% | 00.0% | Unchanged |
| RFP Financial Group LLC | 709 | $90.5K | 0.04% | +103+17.0% | Added |
| First Community Trust NA | 711 | $90.7K | 0.10% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 720 | $91.9K | 0.04% | +720 | New |
| Glass Jacobson Investment Advisors llc | 726 | $92.7K | 0.04% | +8+1.1% | Added |
| Bell Investment Advisors, Inc | 729 | $93.0K | 0.02% | +30+4.3% | Added |
| South State Corp. | 745 | $95.1K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 753 | $96.2K | 0.02% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 31,019 | $96.2K | 0.01% | +31,019 | New |
| Financial Avengers, Inc. | 755 | $96.3K | 0.06% | +1+0.1% | Added |
| Dunhill Financial, LLC | 791 | $101.0K | 0.09% | +791 | New |
| JJJ Advisors Inc. | 792 | $101.1K | 0.02% | +44+5.9% | Added |
| Glen Eagle Advisors, LLC | 796 | $101.6K | 0.02% | +1+0.1% | Added |
| SOA Wealth Advisors, LLC. | 798 | $101.9K | 0.02% | −26−3.2% | Reduced |
| Tortoise Investment Management, LLC | 814 | $103.9K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 816 | $104.1K | 0.04% | +510+166.7% | Added |
| Asset Dedication, LLC | 819 | $105.0K | 0.01% | −471−36.5% | Reduced |
| Deseret Mutual Benefit Administrators | 838 | $107.0K | 0.06% | −937−52.8% | Reduced |
| Optimum Investment Advisors | 850 | $108.5K | 0.05% | 00.0% | Unchanged |
| Rational Advisors LLC | 857 | $109.4K | 0.01% | −1,255−59.4% | Reduced |
| Iron Horse Wealth Management, LLC | 866 | $110.5K | 0.05% | −31−3.5% | Reduced |
| Core Alternative Capital | 870 | $111.1K | 0.02% | −108−11.0% | Reduced |
| Rosenberg Matthew Hamilton | 875 | $111.6K | 0.03% | +4+0.5% | Added |
| Cassady Schiller Wealth Management, LLC | 888 | $113.3K | 0.06% | 00.0% | Unchanged |
| Union Savings Bank | 897 | $114.5K | 0.06% | +154+20.7% | Added |
| Concord Wealth Partners | 902 | $115.1K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 916 | $117.0K | 0.03% | +916 | New |
| Birchbrook, Inc. | 918 | $117.2K | 0.08% | +918 | New |
| West Paces Advisors Inc. | 923 | $117.8K | 0.03% | +12+1.3% | Added |
| Atlantic Trust, LLC | 925 | $118.1K | 0.03% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 959 | $122.4K | 0.04% | +1+0.1% | Added |
| Abound Wealth Management | 992 | $126.6K | 0.05% | −158−13.7% | Reduced |
| Quintet Private Bank (Europe) S.A. | 993 | $126.7K | 0.01% | −3,430−77.5% | Reduced |
| LM Advisors LLC | 1,002 | $127.9K | 0.03% | +1,002 | New |
| Center for Financial Planning, Inc. | 1,002 | $127.9K | 0.02% | +12+1.2% | Added |
| Salomon & Ludwin, LLC | 1,160 | $128.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,015 | $129.5K | 0.02% | −8−0.8% | Reduced |
| Sunbelt Securities, Inc. | 1,018 | $129.9K | 0.02% | +12+1.2% | Added |
| Creative Financial Designs Inc | 1,027 | $131.1K | 0.01% | +91+9.7% | Added |
| Northwest Financial Advisors | 1,038 | $132.5K | 0.11% | +1,038 | New |
| Turtle Creek Wealth Advisors, LLC | 1,041 | $132.9K | 0.04% | +1,041 | New |
| Sanctuary Wealth Management, L.L.C. | 1,053 | $134.4K | 0.13% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,077 | $137.5K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 1,082 | $138.1K | 0.03% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,082 | $138.1K | 0.01% | −262−19.5% | Reduced |
| FinTrust Capital Advisors, LLC | 1,089 | $139.0K | 0.03% | +45+4.3% | Added |
| Pathway Financial Advisers, LLC | 1,101 | $140.5K | 0.05% | +1+0.1% | Added |
| Operose Advisors LLC | 1,104 | $140.9K | 0.06% | −841−43.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,117 | $142.0K | 0.05% | +6+0.5% | Added |
| Fortitude Family Office, LLC | 1,118 | $142.7K | 0.11% | +1,118 | New |
| Arlington Partners LLC | 1,165 | $148.7K | 0.04% | −19−1.6% | Reduced |
| Wambolt & Associates, LLC | 74,586 | $148.8K | 0.05% | −312−0.4% | Reduced |
| Centerpoint Advisors, LLC | 1,168 | $149.0K | 0.06% | −46−3.8% | Reduced |
| Westside Investment Management, Inc. | 1,175 | $150.0K | 0.04% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1,191 | $152.0K | 0.02% | +8+0.7% | Added |
| Indiana Trust & Investment Management CO | 1,218 | $155.5K | 0.07% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,221 | $155.9K | 0.03% | +1,221 | New |
| ORG Partners LLC | 1,225 | $156.5K | 0.03% | −58−4.5% | Reduced |
| Zions Bancorporation, N.A. | 1,232 | $157.2K | 0.01% | +122+11.0% | Added |
| Fred Alger Management, LLC | 1,240 | $158.3K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,241 | $158.4K | 0.19% | +1,241 | New |
| Cetera Trust Company, N.A | 1,242 | $158.5K | 0.10% | +1,242 | New |
| Avondale Wealth Management | 1,250 | $159.5K | 0.13% | −250−16.7% | Reduced |
| Evermay Wealth Management LLC | 1,259 | $160.8K | 0.03% | −271−17.7% | Reduced |