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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 1,262 | $161.1K | 0.04% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,267 | $161.8K | 0.01% | +344+37.3% | Added |
| Dividend Assets Capital, LLC | 1,270 | $162.0K | 0.03% | 00.0% | Unchanged |
| Ossiam | 1,302 | $166.2K | 0.00% | +353+37.2% | Added |
| Sachetta, LLC | 1,305 | $166.6K | 0.08% | +1,305 | New |
| Financial Perspectives, Inc | 1,313 | $167.5K | 0.07% | +3+0.2% | Added |
| Sittner & Nelson, LLC | 1,317 | $168.1K | 0.09% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,321 | $168.6K | 0.01% | −243−15.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,336 | $170.5K | 0.08% | −810−37.7% | Reduced |
| Americana Partners, LLC | 31,311 | $171.6K | 0.02% | +31,311 | New |
| Hexagon Capital Partners LLC | 1,356 | $172.9K | 0.04% | −18−1.3% | Reduced |
| Pin Oak Investment Advisors Inc | 1,361 | $174.0K | 0.18% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 1,381 | $176.4K | 0.02% | +1,381 | New |
| Fairfield, Bush & Co. | 1,407 | $179.6K | 0.11% | +1,407 | New |
| City State Bank | 1,417 | $181.0K | 0.09% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,454 | $185.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,448 | $187.0K | 0.13% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 1,490 | $190.2K | 0.09% | −243−14.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 1,494 | $190.7K | 0.05% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,570 | $200.4K | 0.21% | +1,209+334.9% | Added |
| Avidian Wealth Solutions, LLC | 1,571 | $200.5K | 0.01% | −449−22.2% | Reduced |
| Ziegler Capital Management, LLC | 1,575 | $201.0K | 0.01% | −680−30.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,578 | $201.4K | 0.09% | −179−10.2% | Reduced |
| Sharp Financial Services, LLC | 1,583 | $202.0K | 0.22% | +1,583 | New |
| Nottingham Advisors, Inc. | 1,583 | $202.1K | 0.03% | +1,583 | New |
| XTX Topco Ltd | 1,585 | $202.3K | 0.04% | +1,585 | New |
| Aveo Capital Partners, LLC | 1,589 | $202.8K | 0.02% | +1,589 | New |
| Gradient Investments LLC | 1,593 | $203.3K | 0.00% | −1−0.1% | Reduced |
| Shapiro Capital Management LLC | 1,595 | $203.5K | 0.01% | +1,595 | New |
| Fractal Investments LLC | 1,600 | $204.2K | 0.04% | +1,600 | New |
| Merriman Wealth Management, LLC | 1,600 | $204.2K | 0.01% | +1,600 | New |
| Kennedy Investment Group | 1,603 | $204.6K | 0.11% | +1,603 | New |
| Keb Asset Management, LLC | 1,603 | $204.6K | 0.08% | +1,603 | New |
| Dark Forest Capital Management LP | 1,606 | $205.0K | 0.03% | −3,409−68.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,609 | $205.4K | 0.02% | +141+9.6% | Added |
| Jacobsen Capital Management | 1,610 | $205.5K | 0.10% | +1,610 | New |
| Intrepid Financial Planning Group LLC | 1,615 | $206.1K | 0.10% | +1,615 | New |
| First National Bank Sioux Falls | 1,617 | $206.4K | 0.11% | +1,617 | New |
| Continuum Wealth Advisors, LLC | 1,624 | $207.3K | 0.13% | +1,624 | New |
| Forbes J M & Co LLP | 1,625 | $207.4K | 0.02% | +1,625 | New |
| Greytown Advisors Inc. | 1,626 | $207.7K | 0.11% | +1,626 | New |
| Traynor Capital Management, Inc. | 1,629 | $207.9K | 0.02% | +1,629 | New |
| Savvy Advisors, Inc. | 1,630 | $208.0K | 0.20% | +1,630 | New |
| Cornell Pochily Investment Advisors, Inc. | 1,631 | $208.2K | 0.09% | +1,631 | New |
| Charter Research & Investment Group, Inc. | 1,634 | $208.5K | 0.17% | +1,634 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,634 | $208.7K | 0.09% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 1,638 | $209.1K | 0.02% | 00.0% | Unchanged |
| Bouchey Financial Group Ltd | 1,638 | $209.1K | 0.02% | −258−13.6% | Reduced |
| Visionary Wealth Advisors | 1,649 | $210.5K | 0.02% | +1,649 | New |
| Patten Group, Inc. | 1,655 | $211.2K | 0.06% | +1,655 | New |
| TD Capital Management LLC | 1,656 | $211.3K | 0.02% | +601+57.0% | Added |
| Geller Advisors LLC | 1,660 | $212.1K | 0.02% | +1,660 | New |
| RDA Financial Network | 1,662 | $212.1K | 0.08% | +1,662 | New |
| Old North State Wealth Management, LLC | 1,660 | $212.2K | 0.16% | +1,660 | New |
| Marino, Stram & Associates LLC | 1,673 | $213.5K | 0.06% | +1,673 | New |
| Revolve Wealth Partners, LLC | 1,676 | $213.9K | 0.04% | +1,676 | New |
| CKW Financial Group | 1,677 | $214.0K | 0.03% | −531−24.0% | Reduced |
| Sovereign Financial Group, Inc. | 1,678 | $214.2K | 0.07% | +1,678 | New |
| First Commonwealth Financial Corp | 1,680 | $214.4K | 0.07% | +1,680 | New |
| Beacon Harbor Wealth Advisors, Inc. | 1,687 | $215.0K | 0.06% | +1,687 | New |
| Bedel Financial Consulting, Inc. | 1,688 | $215.5K | 0.04% | −376−18.2% | Reduced |
| JFS Wealth Advisors, LLC | 1,691 | $215.8K | 0.02% | +834+97.3% | Added |
| Brown, Lisle/Cummings, Inc. | 1,693 | $216.1K | 0.08% | −435−20.4% | Reduced |
| LBMC Investment Advisors, LLC | 1,695 | $216.3K | 0.02% | +1,695 | New |
| MJP Associates Inc | 1,696 | $216.4K | 0.06% | +1,696 | New |
| National Philanthropic Trust | 1,696 | $216.5K | 0.01% | +1,696 | New |
| Wealth Alliance Advisory Group, LLC | 1,702 | $217.2K | 0.06% | +1,702 | New |
| Sandbox Financial Partners, LLC | 1,702 | $217.3K | 0.10% | +1,702 | New |
| Pekin Hardy Strauss, Inc. | 1,707 | $217.9K | 0.03% | +1,707 | New |
| Paragon Financial Partners, Inc. | 1,710 | $218.2K | 0.21% | +1,710 | New |
| Live Oak Private Wealth LLC | 1,715 | $218.9K | 0.04% | +1,715 | New |
| Luts & Greenleigh Group, Inc | 1,718 | $219.3K | 0.28% | +1,718 | New |
| Alliance Wealth Advisors, LLC | 1,719 | $219.4K | 0.15% | +1,719 | New |
| Arcataur Capital Management LLC | 1,719 | $219.4K | 0.08% | +1,719 | New |
| TFG Advisers LLC | 1,723 | $219.9K | 0.09% | +1,723 | New |
| Frisch Financial Group, Inc. | 1,725 | $220.0K | 0.08% | +1,725 | New |
| Harbor Advisory Corp | 1,728 | $220.5K | 0.08% | +1,728 | New |
| Redhawk Wealth Advisors, Inc. | 1,730 | $220.8K | 0.04% | +1,730 | New |
| Papp L Roy & Associates | 1,733 | $221.2K | 0.03% | +1,733 | New |
| Cahaba Wealth Management, Inc. | 1,735 | $221.4K | 0.02% | −377−17.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,738 | $221.8K | 0.10% | +1,738 | New |
| W Advisors, LLC | 1,739 | $222.0K | 0.16% | +1,739 | New |
| StrategIQ Financial Group, LLC | 1,744 | $222.6K | 0.03% | −199−10.2% | Reduced |
| Duncker Streett & Co Inc | 1,747 | $223.0K | 0.05% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1,749 | $223.2K | 0.03% | +1,749 | New |
| Game Creek Capital, LP | 1,750 | $223.4K | 0.13% | −125−6.7% | Reduced |
| West Coast Financial LLC | 1,750 | $223.4K | 0.03% | +1,750 | New |
| Traphagen Investment Advisors LLC | 1,757 | $224.3K | 0.03% | +1,757 | New |
| Procyon Private Wealth Partners, LLC | 1,759 | $224.5K | 0.02% | +1,759 | New |
| Pinnacle Holdings, LLC | 1,770 | $225.9K | 0.09% | +16+0.9% | Added |
| Cowa, LLC | 1,771 | $226.0K | 0.14% | +1,771 | New |
| Pacific Center for Financial Services | 1,773 | $226.2K | 0.07% | +1+0.1% | Added |
| HC Advisors, LLC | 1,776 | $226.7K | 0.13% | +1,776 | New |
| NWF Advisory Services Inc. | 1,779 | $227.1K | 0.05% | +1,779 | New |
| Parcion Private Wealth LLC | 1,781 | $227.3K | 0.02% | +1,781 | New |
| V-Square Quantitative Management LLC | 1,786 | $227.9K | 0.05% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,786 | $227.9K | 0.04% | −30−1.7% | Reduced |
| Coastwise Capital Group, LLC | 1,791 | $228.6K | 0.23% | −27−1.5% | Reduced |
| Donaldson Capital Management, LLC | 1,792 | $228.7K | 0.01% | −153−7.9% | Reduced |
| Fidelity D & D Bancorp Inc | 1,797 | $229.4K | 0.18% | −138−7.1% | Reduced |