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 |
|---|---|---|---|---|---|
| Modern Wealth Management, LLC | 3,554 | $453.6K | 0.06% | +3,554 | New |
| Graves-Light Private Wealth Management, Inc. | 3,545 | $452.4K | 0.06% | −737−17.2% | Reduced |
| Crew Capital Management, Ltd. | 3,533 | $450.9K | 0.46% | −21−0.6% | Reduced |
| Old National Bancorp | 3,530 | $450.5K | 0.01% | +39+1.1% | Added |
| Oarsman Capital, Inc. | 3,525 | $449.9K | 0.12% | −354−9.1% | Reduced |
| Webster Bank, N. A. | 3,510 | $448.0K | 0.05% | −3−0.1% | Reduced |
| AlTi Global, Inc. | 3,480 | $444.5K | 0.01% | +3,480 | New |
| Founders Financial Alliance, LLC | 3,481 | $444.3K | 0.17% | −322−8.5% | Reduced |
| Westmount Partners, LLC | 3,479 | $444.1K | 0.18% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,464 | $442.1K | 0.03% | +448+14.9% | Added |
| First Wilshire Securities Management Inc | 3,463 | $442.0K | 0.14% | −106−3.0% | Reduced |
| Principal Securities, Inc. | 3,457 | $441.3K | 0.02% | +3,457 | New |
| Excalibur Management Corp | 3,452 | $440.9K | 0.21% | −54−1.5% | Reduced |
| Smith Anglin Financial, LLC | 3,449 | $440.2K | 0.05% | −3−0.1% | Reduced |
| Investors Research Corp | 3,448 | $440.1K | 0.11% | +6+0.2% | Added |
| Contravisory Investment Management, Inc. | 3,446 | $439.8K | 0.11% | −35−1.0% | Reduced |
| Jones Financial Companies LLLP | 3,439 | $438.9K | 0.00% | +210+6.5% | Added |
| Tyche Wealth Partners LLC | 3,420 | $436.5K | 0.11% | +3,420 | New |
| Wealthquest Corp | 3,415 | $435.9K | 0.05% | +94+2.8% | Added |
| Lantz Financial LLC | 3,412 | $435.5K | 0.16% | +206+6.4% | Added |
| TD Private Client Wealth LLC | 3,409 | $435.1K | 0.02% | −2,632−43.6% | Reduced |
| Thompson Davis & Co., Inc. | 3,402 | $434.2K | 0.37% | 00.0% | Unchanged |
| Resources Management Corp | 3,397 | $434.0K | 0.06% | −68−2.0% | Reduced |
| Providence Capital Advisors, LLC | 3,393 | $433.0K | 0.10% | +365+12.1% | Added |
| Lynch & Associates | 3,388 | $432.4K | 0.11% | −25−0.7% | Reduced |
| Pacific Global Investment Management CO | 3,386 | $432.2K | 0.09% | +20+0.6% | Added |
| Sound View Wealth Advisors Group, LLC | 3,376 | $430.8K | 0.05% | −125−3.6% | Reduced |
| Kozak & Associates, Inc. | 3,366 | $430.7K | 0.14% | −170−4.8% | Reduced |
| Journey Advisory Group, LLC | 3,366 | $429.6K | 0.06% | −5−0.1% | Reduced |
| Ervin Investment Management, LLC | 3,364 | $429.3K | 0.33% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,358 | $428.6K | 0.03% | +5+0.1% | Added |
| Prentiss Smith & Co Inc | 3,355 | $428.2K | 0.32% | 00.0% | Unchanged |
| Columbia Asset Management | 3,348 | $427.0K | 0.09% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 3,338 | $426.0K | 0.02% | +3,338 | New |
| Kathmere Capital Management, LLC | 3,331 | $425.1K | 0.06% | −58−1.7% | Reduced |
| Trillium Asset Management, LLC | 3,328 | $425.0K | 0.01% | −233−6.5% | Reduced |
| Check Capital Management Inc | 3,327 | $424.6K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,326 | $424.5K | 0.09% | −283−7.8% | Reduced |
| Silver Oak Securities, Inc | 3,322 | $423.9K | 0.06% | +841+33.9% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,319 | $423.5K | 0.26% | −29−0.9% | Reduced |
| Taurus Asset Management, LLC | 3,307 | $422.1K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 3,300 | $421.2K | 0.12% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,289 | $419.9K | 0.03% | +674+25.8% | Added |
| Alpha Cubed Investments, LLC | 3,289 | $419.8K | 0.02% | +128+4.0% | Added |
| Grove Bank & Trust | 3,279 | $418.5K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,273 | $417.7K | 0.04% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,259 | $416.0K | 0.07% | +169+5.5% | Added |
| 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 |
| 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 |
| Darwin Advisors, LLC | 3,250 | $414.9K | 0.11% | −328−9.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,238 | $413.3K | 0.02% | −62−1.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,232 | $412.6K | 0.16% | −18−0.6% | Reduced |
| Avestar Capital, LLC | 3,221 | $411.4K | 0.05% | +806+33.4% | Added |
| OneAscent Wealth Management LLC | 3,223 | $411.0K | 0.16% | −315−8.9% | Reduced |
| Fortem Financial Group, LLC | 3,212 | $409.9K | 0.20% | −42−1.3% | Reduced |
| Quantbot Technologies LP | 3,209 | $409.6K | 0.02% | +2,935+1,071.2% | Added |
| Osborne Partners Capital Management, LLC | 3,205 | $409.1K | 0.03% | −63−1.9% | Reduced |
| MEMBERS Trust Co | 3,179 | $407.9K | 0.01% | −196−5.8% | Reduced |
| SPC Financial, Inc. | 3,193 | $407.5K | 0.04% | −289−8.3% | Reduced |
| Enterprise Financial Services Corp | 3,175 | $405.2K | 0.25% | +141+4.6% | Added |
| Intelligence Driven Advisers, LLC | 3,056 | $404.7K | 0.07% | +337+12.4% | Added |
| Massmutual Trust Co FSB | 3,156 | $402.8K | 0.01% | −714−18.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,145 | $401.3K | 0.02% | +226+7.7% | Added |
| Aaron Wealth Advisors | 3,143 | $401.1K | 0.07% | +371+13.4% | Added |
| AllSquare Wealth Management LLC | 3,140 | $400.8K | 0.25% | 00.0% | Unchanged |
| St. Clair Advisors, LLC | 3,135 | $400.1K | 0.14% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,113 | $397.6K | 0.04% | −25−0.8% | Reduced |
| Clean Yield Group | 3,113 | $397.3K | 0.17% | 00.0% | Unchanged |
| Davis R M Inc | 3,110 | $396.9K | 0.01% | −326−9.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 3,106 | $396.4K | 0.05% | +412+15.3% | Added |
| Trustmark National Bank Trust Department | 3,105 | $396.3K | 0.04% | +50+1.6% | Added |
| Baker Tilly Wealth Management, LLC | 3,098 | $395.4K | 0.06% | +45+1.5% | Added |
| Thoroughbred Financial Services, LLC | 3,091 | $394.0K | 0.03% | −16−0.5% | Reduced |
| Snider Financial Group | 3,083 | $393.5K | 0.18% | 00.0% | Unchanged |
| CNB Bank | 3,067 | $391.4K | 0.21% | −22−0.7% | Reduced |
| Forza Wealth Management, LLC | 3,062 | $390.8K | 0.22% | −50−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 3,056 | $390.0K | 0.08% | +102+3.5% | Added |
| Ironwood Investment Counsel, LLC | 3,038 | $387.7K | 0.07% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 3,036 | $387.5K | 0.27% | +353+13.2% | Added |
| Becker Capital Management Inc | 3,033 | $387.4K | 0.01% | −251−7.6% | Reduced |
| Advocate Group LLC | 3,029 | $386.6K | 0.08% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,026 | $386.2K | 0.01% | +3,026 | New |
| SRS Capital Advisors, Inc. | 3,025 | $386.1K | 0.04% | −23−0.8% | Reduced |
| Greenwich Wealth Management LLC | 3,022 | $386.0K | 0.04% | +71+2.4% | Added |
| Provence Wealth Management Group | 3,016 | $384.9K | 0.21% | −90−2.9% | Reduced |
| Tiemann Investment Advisors, LLC | 3,009 | $384.0K | 0.19% | +403+15.5% | 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 |
| WJ Wealth Management, LLC | 2,997 | $382.5K | 0.17% | +201+7.2% | Added |
| FourThought Financial Partners, LLC | 2,997 | $382.5K | 0.05% | +7+0.2% | Added |
| 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 |
| King Wealth | 2,985 | $381.0K | 0.07% | −3−0.1% | Reduced |
| HTLF Bank | 2,969 | $378.9K | 0.04% | +2,969 | New |
| New England Research & Management, Inc. | 2,953 | $377.0K | 0.20% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 2,940 | $375.2K | 0.10% | −199−6.3% | Reduced |
| Hantz Financial Services, Inc. | 2,919 | $373.0K | 0.01% | −91−3.0% | Reduced |
| Beach Investment Counsel Inc | 2,908 | $371.0K | 0.05% | 00.0% | Unchanged |