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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 2,990 | $381.6K | 0.00% | −82−2.7% | Reduced |
| FMFE Wealth Management, LLC | 2,990 | $381.6K | 0.38% | +2,990 | New |
| FourThought Financial Partners, LLC | 2,997 | $382.5K | 0.05% | +7+0.2% | Added |
| WJ Wealth Management, LLC | 2,997 | $382.5K | 0.17% | +201+7.2% | Added |
| Alta Advisers Ltd | 3,000 | $382.9K | 0.20% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 3,000 | $382.9K | 0.26% | +3,000 | New |
| Tiemann Investment Advisors, LLC | 3,009 | $384.0K | 0.19% | +403+15.5% | Added |
| Provence Wealth Management Group | 3,016 | $384.9K | 0.21% | −90−2.9% | Reduced |
| Greenwich Wealth Management LLC | 3,022 | $386.0K | 0.04% | +71+2.4% | Added |
| SRS Capital Advisors, Inc. | 3,025 | $386.1K | 0.04% | −23−0.8% | Reduced |
| Quotient Wealth Partners, LLC | 3,026 | $386.2K | 0.01% | +3,026 | New |
| Advocate Group LLC | 3,029 | $386.6K | 0.08% | 00.0% | Unchanged |
| Becker Capital Management Inc | 3,033 | $387.4K | 0.01% | −251−7.6% | Reduced |
| BOS Asset Management, LLC | 3,036 | $387.5K | 0.27% | +353+13.2% | Added |
| Ironwood Investment Counsel, LLC | 3,038 | $387.7K | 0.07% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 3,056 | $390.0K | 0.08% | +102+3.5% | Added |
| Forza Wealth Management, LLC | 3,062 | $390.8K | 0.22% | −50−1.6% | Reduced |
| CNB Bank | 3,067 | $391.4K | 0.21% | −22−0.7% | Reduced |
| Snider Financial Group | 3,083 | $393.5K | 0.18% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 3,091 | $394.0K | 0.03% | −16−0.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 3,098 | $395.4K | 0.06% | +45+1.5% | Added |
| Trustmark National Bank Trust Department | 3,105 | $396.3K | 0.04% | +50+1.6% | Added |
| Penobscot Investment Management Company, Inc. | 3,106 | $396.4K | 0.05% | +412+15.3% | Added |
| Davis R M Inc | 3,110 | $396.9K | 0.01% | −326−9.5% | Reduced |
| Clean Yield Group | 3,113 | $397.3K | 0.17% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,113 | $397.6K | 0.04% | −25−0.8% | Reduced |
| St. Clair Advisors, LLC | 3,135 | $400.1K | 0.14% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,140 | $400.8K | 0.25% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 3,143 | $401.1K | 0.07% | +371+13.4% | Added |
| Cary Street Partner Investment Advisory LLC | 3,145 | $401.3K | 0.02% | +226+7.7% | Added |
| Massmutual Trust Co FSB | 3,156 | $402.8K | 0.01% | −714−18.4% | Reduced |
| Intelligence Driven Advisers, LLC | 3,056 | $404.7K | 0.07% | +337+12.4% | Added |
| Enterprise Financial Services Corp | 3,175 | $405.2K | 0.25% | +141+4.6% | Added |
| SPC Financial, Inc. | 3,193 | $407.5K | 0.04% | −289−8.3% | Reduced |
| MEMBERS Trust Co | 3,179 | $407.9K | 0.01% | −196−5.8% | Reduced |
| Osborne Partners Capital Management, LLC | 3,205 | $409.1K | 0.03% | −63−1.9% | Reduced |
| Quantbot Technologies LP | 3,209 | $409.6K | 0.02% | +2,935+1,071.2% | Added |
| Fortem Financial Group, LLC | 3,212 | $409.9K | 0.20% | −42−1.3% | Reduced |
| OneAscent Wealth Management LLC | 3,223 | $411.0K | 0.16% | −315−8.9% | Reduced |
| Avestar Capital, LLC | 3,221 | $411.4K | 0.05% | +806+33.4% | Added |
| Boyd Watterson Asset Management LLC | 3,232 | $412.6K | 0.16% | −18−0.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,238 | $413.3K | 0.02% | −62−1.9% | Reduced |
| Darwin Advisors, LLC | 3,250 | $414.9K | 0.11% | −328−9.2% | Reduced |
| Allstate Corp | 3,254 | $415.3K | 0.03% | −35−1.1% | Reduced |
| Citizens National Bank Trust Department | 3,254 | $415.3K | 0.11% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 3,258 | $415.8K | 0.21% | −652−16.7% | Reduced |
| Amussen Hunsaker Associates LLC | 3,258 | $415.8K | 0.08% | +950+41.2% | Added |
| HCR Wealth Advisors | 3,259 | $416.0K | 0.07% | +169+5.5% | Added |
| Howard Capital Management Group, LLC | 3,273 | $417.7K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,279 | $418.5K | 0.08% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,289 | $419.8K | 0.02% | +128+4.0% | Added |
| Rehmann Capital Advisory Group | 3,289 | $419.9K | 0.03% | +674+25.8% | Added |
| Diligent Investors, LLC | 3,300 | $421.2K | 0.12% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,307 | $422.1K | 0.05% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,319 | $423.5K | 0.26% | −29−0.9% | Reduced |
| Silver Oak Securities, Inc | 3,322 | $423.9K | 0.06% | +841+33.9% | Added |
| Vise Technologies, Inc. | 3,326 | $424.5K | 0.09% | −283−7.8% | Reduced |
| Check Capital Management Inc | 3,327 | $424.6K | 0.03% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,328 | $425.0K | 0.01% | −233−6.5% | Reduced |
| Kathmere Capital Management, LLC | 3,331 | $425.1K | 0.06% | −58−1.7% | Reduced |
| Cidel Asset Management Inc | 3,338 | $426.0K | 0.02% | +3,338 | New |
| Columbia Asset Management | 3,348 | $427.0K | 0.09% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 3,355 | $428.2K | 0.32% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,358 | $428.6K | 0.03% | +5+0.1% | Added |
| Ervin Investment Management, LLC | 3,364 | $429.3K | 0.33% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 3,366 | $429.6K | 0.06% | −5−0.1% | Reduced |
| Kozak & Associates, Inc. | 3,366 | $430.7K | 0.14% | −170−4.8% | Reduced |
| Sound View Wealth Advisors Group, LLC | 3,376 | $430.8K | 0.05% | −125−3.6% | Reduced |
| Pacific Global Investment Management CO | 3,386 | $432.2K | 0.09% | +20+0.6% | Added |
| Lynch & Associates | 3,388 | $432.4K | 0.11% | −25−0.7% | Reduced |
| Providence Capital Advisors, LLC | 3,393 | $433.0K | 0.10% | +365+12.1% | Added |
| Resources Management Corp | 3,397 | $434.0K | 0.06% | −68−2.0% | Reduced |
| Thompson Davis & Co., Inc. | 3,402 | $434.2K | 0.37% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,409 | $435.1K | 0.02% | −2,632−43.6% | Reduced |
| Lantz Financial LLC | 3,412 | $435.5K | 0.16% | +206+6.4% | Added |
| Wealthquest Corp | 3,415 | $435.9K | 0.05% | +94+2.8% | Added |
| Tyche Wealth Partners LLC | 3,420 | $436.5K | 0.11% | +3,420 | New |
| Jones Financial Companies LLLP | 3,439 | $438.9K | 0.00% | +210+6.5% | Added |
| Contravisory Investment Management, Inc. | 3,446 | $439.8K | 0.11% | −35−1.0% | Reduced |
| Investors Research Corp | 3,448 | $440.1K | 0.11% | +6+0.2% | Added |
| Smith Anglin Financial, LLC | 3,449 | $440.2K | 0.05% | −3−0.1% | Reduced |
| Excalibur Management Corp | 3,452 | $440.9K | 0.21% | −54−1.5% | Reduced |
| Principal Securities, Inc. | 3,457 | $441.3K | 0.02% | +3,457 | New |
| First Wilshire Securities Management Inc | 3,463 | $442.0K | 0.14% | −106−3.0% | Reduced |
| Regal Investment Advisors LLC | 3,464 | $442.1K | 0.03% | +448+14.9% | Added |
| Westmount Partners, LLC | 3,479 | $444.1K | 0.18% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 3,481 | $444.3K | 0.17% | −322−8.5% | Reduced |
| AlTi Global, Inc. | 3,480 | $444.5K | 0.01% | +3,480 | New |
| Webster Bank, N. A. | 3,510 | $448.0K | 0.05% | −3−0.1% | Reduced |
| Oarsman Capital, Inc. | 3,525 | $449.9K | 0.12% | −354−9.1% | Reduced |
| Old National Bancorp | 3,530 | $450.5K | 0.01% | +39+1.1% | Added |
| Crew Capital Management, Ltd. | 3,533 | $450.9K | 0.46% | −21−0.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,545 | $452.4K | 0.06% | −737−17.2% | Reduced |
| Modern Wealth Management, LLC | 3,554 | $453.6K | 0.06% | +3,554 | New |
| Howe & Rusling Inc | 3,560 | $454.4K | 0.05% | +122+3.5% | Added |
| Harbor Group, Inc. | 3,566 | $455.2K | 0.13% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,570 | $455.6K | 0.05% | +38+1.1% | Added |
| PDS Planning, Inc | 3,584 | $457.4K | 0.05% | −241−6.3% | Reduced |
| Northstar Group, Inc. | 3,599 | $459.3K | 0.10% | −74−2.0% | Reduced |
| Merrion Investment Management Co, LLC | 3,600 | $459.5K | 0.36% | +300+9.1% | Added |