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 |
|---|---|---|---|---|---|
| Pegasus Partners Ltd. | 1,799 | $229.6K | 0.03% | +1,799 | New |
| Morris Financial Concepts, Inc. | 1,800 | $229.7K | 0.13% | +1,800 | New |
| ProVise Management Group, LLC | 1,802 | $229.9K | 0.02% | −139−7.2% | Reduced |
| New England Professional Planning Group Inc. | 1,803 | $230.1K | 0.13% | −25−1.4% | Reduced |
| LifeSteps Financial, Inc. | 1,806 | $230.5K | 0.20% | +1,806 | New |
| Boston Family Office LLC | 1,812 | $231.0K | 0.02% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,814 | $231.8K | 0.00% | −468−20.5% | Reduced |
| RB Capital Management, LLC | 1,816 | $231.8K | 0.07% | +6+0.3% | Added |
| Hummer Financial Advisory Services Inc | 1,820 | $232.4K | 0.21% | 00.0% | Unchanged |
| Seven Springs Wealth Group, LLC | 1,827 | $233.2K | 0.11% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,828 | $233.3K | 0.11% | +358+24.4% | Added |
| Paragon Capital Management Ltd | 1,828 | $233.3K | 0.05% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,830 | $233.6K | 0.11% | +1,830 | New |
| Oak Hill Wealth Advisors, LLC | 1,753 | $233.7K | 0.08% | −449−20.4% | Reduced |
| MV Capital Management, Inc. | 1,832 | $233.8K | 0.03% | +18+1.0% | Added |
| CVA Family Office, LLC | 1,835 | $234.2K | 0.05% | +3+0.2% | Added |
| Meitav Dash Investments Ltd | 1,826 | $234.3K | 0.00% | +1,826 | New |
| One Charles Private Wealth Services, LLC | 1,836 | $234.3K | 0.12% | 00.0% | Unchanged |
| Gries Financial LLC | 1,836 | $234.3K | 0.05% | +1,836 | New |
| Acorn Wealth Advisors, LLC | 1,838 | $234.5K | 0.14% | −85−4.4% | Reduced |
| Advisory Resource Group | 1,838 | $234.6K | 0.06% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,842 | $235.1K | 0.03% | −141−7.1% | Reduced |
| Crescent Grove Advisors, LLC | 1,842 | $235.3K | 0.03% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,797 | $235.7K | 0.03% | −85−4.5% | Reduced |
| Financial Council Asset Management Inc | 1,847 | $235.7K | 0.16% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,853 | $236.5K | 0.03% | +7+0.4% | Added |
| Waterfront Wealth Inc. | 1,854 | $236.6K | 0.07% | +1,854 | New |
| Laurel Wealth Advisors LLC | 1,857 | $236.9K | 0.05% | −20−1.1% | Reduced |
| Advisors Capital Management, LLC | 1,860 | $237.0K | 0.00% | +17+0.9% | Added |
| Claret Asset Management Corp | 1,859 | $237.0K | 0.04% | +42+2.3% | Added |
| Sterling Manor Financial, LLC | 1,858 | $237.1K | 0.20% | +1,858 | New |
| Caldwell Sutter Capital, Inc. | 1,858 | $237.1K | 0.12% | −10−0.5% | Reduced |
| Genesee Capital Advisors, LLC | 1,859 | $237.3K | 0.15% | +1,859 | New |
| Capstone Financial Advisors, Inc. | 1,865 | $238.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,868 | $238.5K | 0.02% | −8−0.4% | Reduced |
| CWA Asset Management Group, LLC | 1,870 | $238.6K | 0.02% | +1,870 | New |
| Round Rock Advisors, LLC | 1,875 | $239.3K | 0.06% | +1,875 | New |
| Country Club Bank | 1,872 | $240.2K | 0.02% | +43+2.4% | Added |
| Summit X, LLC | 1,883 | $240.4K | 0.07% | −8−0.4% | Reduced |
| Global Financial Private Client, LLC | 1,885 | $240.6K | 0.11% | +359+23.5% | Added |
| Halter Ferguson Financial Inc. | 1,885 | $240.6K | 0.15% | +1,885 | New |
| Meridian Wealth Partners, LLC | 1,892 | $241.5K | 0.05% | −27−1.4% | Reduced |
| Redwood Investment Management, LLC | 1,897 | $242.0K | 0.02% | +1,897 | New |
| Intellectus Partners, LLC | 1,896 | $242.1K | 0.07% | −50−2.6% | Reduced |
| Connectus Wealth, LLC | 1,910 | $243.8K | 0.00% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,912 | $244.0K | 0.08% | +1,912 | New |
| WealthShield Partners, LLC | 1,912 | $244.2K | 0.04% | −12−0.6% | Reduced |
| Dupree Financial Group, LLC | 1,916 | $244.5K | 0.12% | +1,916 | New |
| Nalls Sherbakoff Group, LLC | 1,919 | $244.9K | 0.22% | 00.0% | Unchanged |
| Burney Co | 1,929 | $246.2K | 0.01% | −4−0.2% | Reduced |
| Core Wealth Partners LLC | 1,933 | $246.7K | 0.20% | 00.0% | Unchanged |
| Overbrook Management Corp | 1,938 | $247.3K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,937 | $247.4K | 0.03% | +24+1.3% | Added |
| Basepoint Wealth LLC | 1,938 | $247.4K | 0.20% | +1+0.1% | Added |
| Kure Advisory, LLC | 1,939 | $247.5K | 0.13% | +1,939 | New |
| SYSTM Wealth Solutions LLC | 1,939 | $247.6K | 0.03% | −270−12.2% | Reduced |
| HBW Advisory Services LLC | 1,945 | $248.0K | 0.05% | −12−0.6% | Reduced |
| Foster Group, Inc. | 2,246 | $248.3K | 0.02% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 1,919 | $249.1K | 0.08% | −273−12.5% | Reduced |
| Tufton Capital Management | 1,955 | $249.5K | 0.05% | −40−2.0% | Reduced |
| Lakeridge Wealth Management LLC | 1,958 | $249.9K | 0.18% | +1,958 | New |
| New Jersey Better Educational Savings Trust | 1,962 | $250.4K | 0.53% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 1,970 | $251.0K | 0.10% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 1,970 | $251.4K | 0.04% | −57−2.8% | Reduced |
| TBH Global Asset Management, LLC | 1,971 | $251.6K | 0.05% | +1,971 | New |
| Vestor Capital, LLC | 1,978 | $252.0K | 0.02% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,975 | $252.1K | 0.02% | +10+0.5% | Added |
| Ancora Advisors, LLC | 1,976 | $252.2K | 0.01% | +200+11.3% | Added |
| Fusion Capital, LLC | 1,981 | $252.9K | 0.13% | 00.0% | Unchanged |
| Essex Savings Bank | 1,986 | $253.5K | 0.07% | +1,986 | New |
| Greenfield Savings Bank | 1,990 | $254.0K | 0.15% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,997 | $254.0K | 0.07% | +1,997 | New |
| Retirement Capital Strategies | 1,991 | $254.1K | 0.11% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,994 | $254.5K | 0.10% | +91+4.8% | Added |
| Angeles Wealth Management, LLC | 1,997 | $254.9K | 0.03% | +1,997 | New |
| SFMG, LLC | 2,000 | $255.3K | 0.02% | −297−12.9% | Reduced |
| Armstrong Advisory Group, Inc | 2,001 | $255.4K | 0.02% | +218+12.2% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,005 | $255.9K | 0.06% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 2,008 | $256.2K | 0.17% | +2+0.1% | Added |
| Eagle Bay Advisors LLC | 2,008 | $256.3K | 0.16% | −326−14.0% | Reduced |
| Coastal Investment Advisors, Inc. | 2,013 | $256.9K | 0.06% | +247+14.0% | Added |
| Curran Financial Partners, LLC | 1,984 | $257.8K | 0.10% | −65−3.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 2,030 | $259.1K | 0.03% | −2−0.1% | Reduced |
| Kingdom Financial Group LLC. | 2,030 | $259.1K | 0.23% | −35−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 2,038 | $260.1K | 0.03% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,039 | $260.3K | 0.09% | +164+8.7% | Added |
| Dorchester Wealth Management Co | 2,040 | $260.4K | 0.05% | +2,040 | New |
| Midland Wealth Advisors LLC | 2,049 | $261.5K | 0.02% | +2,049 | New |
| Miracle Mile Advisors, LLC | 2,049 | $261.5K | 0.01% | −6−0.3% | Reduced |
| Fee-Only Financial Planning, L.C. | 2,058 | $262.7K | 0.19% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,059 | $262.8K | 0.02% | +111+5.7% | Added |
| Selective Wealth Management, Inc. | 2,109 | $262.9K | 0.13% | −137−6.1% | Reduced |
| Vaughan David Investments LLC | 2,060 | $263.0K | 0.01% | −198−8.8% | Reduced |
| Clear Harbor Asset Management, LLC | 2,062 | $263.2K | 0.03% | +2,062 | New |
| Synergy Financial Management, LLC | 2,063 | $263.3K | 0.05% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,063 | $263.3K | 0.10% | +286+16.1% | Added |
| Calton & Associates, Inc. | 2,067 | $263.8K | 0.11% | +2,067 | New |
| Leavell Investment Management, Inc. | 2,069 | $264.0K | 0.02% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 2,070 | $264.2K | 0.07% | +2,070 | New |
| Worth Asset Management, LLC | 2,071 | $264.3K | 0.19% | +2,071 | New |