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 |
|---|---|---|---|---|---|
| Compass Ion Advisors, LLC | 2,450 | $312.7K | 0.05% | −65−2.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 2,446 | $312.2K | 0.05% | −162−6.2% | Reduced |
| Wendell David Associates Inc | 2,430 | $310.0K | 0.03% | +208+9.4% | Added |
| Retirement Group, LLC | 2,424 | $309.4K | 0.13% | +2,400+10,000.0% | Added |
| Lazari Capital Management, Inc. | 2,419 | $308.7K | 0.18% | −359−12.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 2,410 | $307.6K | 0.07% | +2,410 | New |
| Red Door Wealth Management, LLC | 2,406 | $307.1K | 0.07% | +393+19.5% | Added |
| 3Chopt Investment Partners, LLC | 2,404 | $307.0K | 0.11% | +2,404 | New |
| Boston Research & Management Inc | 2,413 | $307.0K | 0.08% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 2,400 | $306.3K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 2,393 | $305.5K | 0.01% | −754−24.0% | Reduced |
| Aspire Wealth Management Corp | 2,392 | $305.3K | 0.21% | −50−2.0% | Reduced |
| Staley Capital Advisers Inc | 2,388 | $304.8K | 0.02% | −1,752−42.3% | Reduced |
| Cultivar Capital, Inc. | 2,386 | $304.5K | 0.27% | +2,386 | New |
| Paradigm Asset Management Co LLC | 2,384 | $304.3K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 2,378 | $303.5K | 0.01% | −13−0.5% | Reduced |
| Capital Management Associates, Inc | 2,373 | $302.9K | 0.27% | +2,373 | New |
| Voisard Asset Management Group, Inc. | 2,366 | $302.0K | 0.18% | +2,366 | New |
| River Street Advisors LLC | 2,365 | $301.8K | 0.24% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 2,357 | $300.8K | 0.27% | +21+0.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,356 | $300.7K | 0.02% | +2,356 | New |
| First Nebraska Trust Co | 2,334 | $297.9K | 0.03% | −27−1.1% | Reduced |
| Davidson Trust Co | 2,334 | $297.9K | 0.19% | +15+0.6% | Added |
| Fort, L.P. | 2,316 | $295.6K | 0.73% | +2,316 | New |
| Berger Financial Group, Inc | 2,302 | $293.8K | 0.03% | +302+15.1% | Added |
| Wealth Architects, LLC | 2,298 | $293.3K | 0.04% | +40+1.8% | Added |
| Waterloo Capital, L.P. | 2,292 | $292.5K | 0.05% | +2,292 | New |
| Balboa Wealth Partners | 2,286 | $291.7K | 0.10% | +2,286 | New |
| McAdam, LLC | 2,281 | $291.1K | 0.02% | −9−0.4% | Reduced |
| Advisor Resource Council | 2,269 | $289.6K | 0.03% | +2,269 | New |
| Alpha Family Trust | 2,265 | $289.1K | 0.20% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,260 | $288.0K | 0.02% | −273−10.8% | Reduced |
| Quent Capital, LLC | 2,254 | $287.7K | 0.04% | +196+9.5% | Added |
| Taylor Hoffman Wealth Management | 2,253 | $287.6K | 0.13% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 2,246 | $286.7K | 0.19% | −856−27.6% | Reduced |
| Magnus Financial Group LLC | 2,244 | $286.4K | 0.04% | +49+2.2% | Added |
| Exencial Wealth Advisors, LLC | 2,243 | $286.2K | 0.01% | +279+14.2% | Added |
| EverSource Wealth Advisors, LLC | 2,241 | $286.1K | 0.03% | −83−3.6% | Reduced |
| Shufro Rose & Co LLC | 2,587 | $286.0K | 0.03% | −5−0.2% | Reduced |
| Montgomery Investment Management Inc | 2,240 | $285.9K | 0.09% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,238 | $285.6K | 0.03% | +2,238 | New |
| Oracle Alpha Inc. | 2,231 | $284.7K | 0.37% | +2,231 | New |
| BCS Wealth Management | 2,223 | $284.0K | 0.10% | −43−1.9% | Reduced |
| Summit Financial Group Inc | 2,221 | $283.5K | 0.11% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 2,209 | $281.9K | 0.09% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,208 | $281.8K | 0.04% | −30−1.3% | Reduced |
| Financial Advisory Service, Inc. | 2,203 | $281.1K | 0.03% | +2,203 | New |
| Aspen Investment Management Inc | 2,204 | $281.0K | 0.16% | −25−1.1% | Reduced |
| Eldridge Investment Advisors, Inc. | 2,204 | $281.0K | 0.07% | −14−0.6% | Reduced |
| West Family Investments, Inc. | 2,199 | $280.7K | 0.10% | +261+13.5% | Added |
| Hartford Financial Management Inc. | 2,194 | $280.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 2,193 | $279.9K | 0.04% | −95−4.2% | Reduced |
| Sonora Investment Management Group, LLC | 2,189 | $279.4K | 0.02% | +372+20.5% | Added |
| 4J Wealth Management LLC | 2,188 | $279.3K | 0.26% | −125−5.4% | Reduced |
| Eqis Capital Management, Inc. | 2,186 | $279.1K | 0.02% | −485−18.2% | Reduced |
| Mechanics Bank Trust Department | 2,180 | $278.4K | 0.04% | 00.0% | Unchanged |
| Mma Asset Management LLC | 2,180 | $278.2K | 0.15% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,178 | $278.0K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,177 | $277.9K | 0.03% | −381−14.9% | Reduced |
| Eudaimonia Partners, LLC | 2,175 | $277.6K | 0.07% | −1,623−42.7% | Reduced |
| Sapient Capital LLC | 2,159 | $275.7K | 0.01% | +2,159 | New |
| WFA Asset Management Corp | 2,145 | $273.8K | 0.15% | −97−4.3% | Reduced |
| American Trust | 2,145 | $273.8K | 0.02% | −1,452−40.4% | Reduced |
| Maple Capital Management, Inc. | 2,142 | $273.4K | 0.03% | +82+4.0% | Added |
| Channel Wealth LLC | 2,140 | $273.1K | 0.13% | −14−0.6% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,137 | $272.7K | 0.07% | 00.0% | Unchanged |
| Capital Wealth Planning, LLC | 2,133 | $272.2K | 0.00% | −138−6.1% | Reduced |
| Peak Asset Management, LLC | 2,132 | $272.1K | 0.06% | −201−8.6% | Reduced |
| Bill Few Associates, Inc. | 2,131 | $272.0K | 0.12% | +2,131 | New |
| Gsa Capital Partners LLP | 2,122 | $271.0K | 0.02% | +2,122 | New |
| Capital Asset Advisory Services LLC | 2,116 | $270.1K | 0.02% | −192−8.3% | Reduced |
| Harbor Investment Advisory, LLC | 2,116 | $270.1K | 0.03% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 2,116 | $270.1K | 0.07% | 00.0% | Unchanged |
| AIFG Consultants Ltd. | 2,113 | $269.7K | 0.21% | −262−11.0% | Reduced |
| Bangor Savings Bank | 2,109 | $269.2K | 0.03% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,108 | $269.1K | 0.12% | −40−1.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,105 | $268.8K | 0.03% | +725+52.5% | Added |
| Eubel Brady & Suttman Asset Management Inc | 2,103 | $268.0K | 0.04% | −37−1.7% | Reduced |
| RFG Advisory, LLC | 2,095 | $267.4K | 0.01% | −1,102−34.5% | Reduced |
| Manchester Capital Management LLC | 2,092 | $267.0K | 0.04% | +7+0.3% | Added |
| Hurlow Wealth Management Group, Inc. | 2,092 | $267.0K | 0.10% | −138−6.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,091 | $266.9K | 0.05% | −52−2.4% | Reduced |
| Wealth Effects LLC | 2,091 | $266.9K | 0.10% | +2,091 | New |
| MONECO Advisors, LLC | 2,089 | $266.6K | 0.05% | +229+12.3% | Added |
| Lumbard & Kellner, LLC | 2,085 | $266.1K | 0.15% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 2,085 | $266.1K | 0.02% | +5+0.2% | Added |
| Van Hulzen Asset Management, LLC | 2,084 | $266.0K | 0.02% | −465−18.2% | Reduced |
| Tevis Investment Management | 2,083 | $265.9K | 0.24% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,083 | $265.9K | 0.01% | +2,083 | New |
| BCU Wealth Advisors, LLC | 2,079 | $265.3K | 0.29% | +2,079 | New |
| Wedge Capital Management L L P | 2,078 | $265.2K | 0.00% | +56+2.8% | Added |
| Carlson Capital Management | 2,076 | $265.0K | 0.01% | +138+7.1% | Added |
| Barrett & Company, Inc. | 2,072 | $264.4K | 0.14% | +10.0% | Added |
| Worth Asset Management, LLC | 2,071 | $264.3K | 0.19% | +2,071 | New |
| Quadcap Wealth Management, LLC | 2,070 | $264.2K | 0.07% | +2,070 | New |
| Leavell Investment Management, Inc. | 2,069 | $264.0K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 2,067 | $263.8K | 0.11% | +2,067 | New |
| Addison Advisors LLC | 2,063 | $263.3K | 0.10% | +286+16.1% | Added |
| Synergy Financial Management, LLC | 2,063 | $263.3K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 2,062 | $263.2K | 0.03% | +2,062 | New |