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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 2,060 | $263.0K | 0.01% | −198−8.8% | Reduced |
| Selective Wealth Management, Inc. | 2,109 | $262.9K | 0.13% | −137−6.1% | Reduced |
| Nations Financial Group Inc, | 2,059 | $262.8K | 0.02% | +111+5.7% | Added |
| Fee-Only Financial Planning, L.C. | 2,058 | $262.7K | 0.19% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 2,049 | $261.5K | 0.01% | −6−0.3% | Reduced |
| Midland Wealth Advisors LLC | 2,049 | $261.5K | 0.02% | +2,049 | New |
| Dorchester Wealth Management Co | 2,040 | $260.4K | 0.05% | +2,040 | New |
| Wagner Wealth Management, LLC | 2,039 | $260.3K | 0.09% | +164+8.7% | Added |
| Stonebridge Capital Advisors LLC | 2,038 | $260.1K | 0.03% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,030 | $259.1K | 0.23% | −35−1.7% | Reduced |
| J. L. Bainbridge & Co., Inc. | 2,030 | $259.1K | 0.03% | −2−0.1% | Reduced |
| Curran Financial Partners, LLC | 1,984 | $257.8K | 0.10% | −65−3.2% | Reduced |
| Coastal Investment Advisors, Inc. | 2,013 | $256.9K | 0.06% | +247+14.0% | Added |
| Eagle Bay Advisors LLC | 2,008 | $256.3K | 0.16% | −326−14.0% | Reduced |
| PCA Investment Advisory Services Inc. | 2,008 | $256.2K | 0.17% | +2+0.1% | Added |
| Traverso Chambers Private Wealth Management, LLC | 2,005 | $255.9K | 0.06% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,001 | $255.4K | 0.02% | +218+12.2% | Added |
| SFMG, LLC | 2,000 | $255.3K | 0.02% | −297−12.9% | Reduced |
| Angeles Wealth Management, LLC | 1,997 | $254.9K | 0.03% | +1,997 | New |
| Ballast Advisors LLC | 1,994 | $254.5K | 0.10% | +91+4.8% | Added |
| Retirement Capital Strategies | 1,991 | $254.1K | 0.11% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,997 | $254.0K | 0.07% | +1,997 | New |
| Greenfield Savings Bank | 1,990 | $254.0K | 0.15% | 00.0% | Unchanged |
| Essex Savings Bank | 1,986 | $253.5K | 0.07% | +1,986 | New |
| Fusion Capital, LLC | 1,981 | $252.9K | 0.13% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,976 | $252.2K | 0.01% | +200+11.3% | Added |
| Relative Value Partners Group, LLC | 1,975 | $252.1K | 0.02% | +10+0.5% | Added |
| Vestor Capital, LLC | 1,978 | $252.0K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 1,971 | $251.6K | 0.05% | +1,971 | New |
| Ascent Wealth Partners, LLC | 1,970 | $251.4K | 0.04% | −57−2.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 1,970 | $251.0K | 0.10% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 1,962 | $250.4K | 0.53% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 1,958 | $249.9K | 0.18% | +1,958 | New |
| Tufton Capital Management | 1,955 | $249.5K | 0.05% | −40−2.0% | Reduced |
| Accurate Wealth Management, LLC | 1,919 | $249.1K | 0.08% | −273−12.5% | Reduced |
| Foster Group, Inc. | 2,246 | $248.3K | 0.02% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 1,945 | $248.0K | 0.05% | −12−0.6% | Reduced |
| SYSTM Wealth Solutions LLC | 1,939 | $247.6K | 0.03% | −270−12.2% | Reduced |
| Kure Advisory, LLC | 1,939 | $247.5K | 0.13% | +1,939 | New |
| Basepoint Wealth LLC | 1,938 | $247.4K | 0.20% | +1+0.1% | Added |
| SNS Financial Group, LLC | 1,937 | $247.4K | 0.03% | +24+1.3% | Added |
| Overbrook Management Corp | 1,938 | $247.3K | 0.05% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,933 | $246.7K | 0.20% | 00.0% | Unchanged |
| Burney Co | 1,929 | $246.2K | 0.01% | −4−0.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 1,919 | $244.9K | 0.22% | 00.0% | Unchanged |
| Dupree Financial Group, LLC | 1,916 | $244.5K | 0.12% | +1,916 | New |
| WealthShield Partners, LLC | 1,912 | $244.2K | 0.04% | −12−0.6% | Reduced |
| PFW Advisors LLC | 1,912 | $244.0K | 0.08% | +1,912 | New |
| Connectus Wealth, LLC | 1,910 | $243.8K | 0.00% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 1,896 | $242.1K | 0.07% | −50−2.6% | Reduced |
| Redwood Investment Management, LLC | 1,897 | $242.0K | 0.02% | +1,897 | New |
| Meridian Wealth Partners, LLC | 1,892 | $241.5K | 0.05% | −27−1.4% | Reduced |
| Halter Ferguson Financial Inc. | 1,885 | $240.6K | 0.15% | +1,885 | New |
| Global Financial Private Client, LLC | 1,885 | $240.6K | 0.11% | +359+23.5% | Added |
| Summit X, LLC | 1,883 | $240.4K | 0.07% | −8−0.4% | Reduced |
| Country Club Bank | 1,872 | $240.2K | 0.02% | +43+2.4% | Added |
| Round Rock Advisors, LLC | 1,875 | $239.3K | 0.06% | +1,875 | New |
| CWA Asset Management Group, LLC | 1,870 | $238.6K | 0.02% | +1,870 | New |
| Summit Financial, LLC | 1,868 | $238.5K | 0.02% | −8−0.4% | Reduced |
| Capstone Financial Advisors, Inc. | 1,865 | $238.0K | 0.02% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 1,859 | $237.3K | 0.15% | +1,859 | New |
| Caldwell Sutter Capital, Inc. | 1,858 | $237.1K | 0.12% | −10−0.5% | Reduced |
| Sterling Manor Financial, LLC | 1,858 | $237.1K | 0.20% | +1,858 | New |
| 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 |
| Laurel Wealth Advisors LLC | 1,857 | $236.9K | 0.05% | −20−1.1% | Reduced |
| Waterfront Wealth Inc. | 1,854 | $236.6K | 0.07% | +1,854 | New |
| Willow Creek Wealth Management Inc. | 1,853 | $236.5K | 0.03% | +7+0.4% | Added |
| Financial Council Asset Management Inc | 1,847 | $235.7K | 0.16% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,797 | $235.7K | 0.03% | −85−4.5% | Reduced |
| Crescent Grove Advisors, LLC | 1,842 | $235.3K | 0.03% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 1,842 | $235.1K | 0.03% | −141−7.1% | Reduced |
| Advisory Resource Group | 1,838 | $234.6K | 0.06% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,838 | $234.5K | 0.14% | −85−4.4% | Reduced |
| 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 |
| Meitav Dash Investments Ltd | 1,826 | $234.3K | 0.00% | +1,826 | New |
| CVA Family Office, LLC | 1,835 | $234.2K | 0.05% | +3+0.2% | Added |
| MV Capital Management, Inc. | 1,832 | $233.8K | 0.03% | +18+1.0% | Added |
| Oak Hill Wealth Advisors, LLC | 1,753 | $233.7K | 0.08% | −449−20.4% | Reduced |
| Sherbrooke Park Advisers LLC | 1,830 | $233.6K | 0.11% | +1,830 | New |
| Paragon Capital Management Ltd | 1,828 | $233.3K | 0.05% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,828 | $233.3K | 0.11% | +358+24.4% | Added |
| Seven Springs Wealth Group, LLC | 1,827 | $233.2K | 0.11% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 1,820 | $232.4K | 0.21% | 00.0% | Unchanged |
| RB Capital Management, LLC | 1,816 | $231.8K | 0.07% | +6+0.3% | Added |
| Financial Engines Advisors L.L.C. | 1,814 | $231.8K | 0.00% | −468−20.5% | Reduced |
| Boston Family Office LLC | 1,812 | $231.0K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,806 | $230.5K | 0.20% | +1,806 | New |
| New England Professional Planning Group Inc. | 1,803 | $230.1K | 0.13% | −25−1.4% | Reduced |
| ProVise Management Group, LLC | 1,802 | $229.9K | 0.02% | −139−7.2% | Reduced |
| Morris Financial Concepts, Inc. | 1,800 | $229.7K | 0.13% | +1,800 | New |
| Pegasus Partners Ltd. | 1,799 | $229.6K | 0.03% | +1,799 | New |
| Fidelity D & D Bancorp Inc | 1,797 | $229.4K | 0.18% | −138−7.1% | Reduced |
| Donaldson Capital Management, LLC | 1,792 | $228.7K | 0.01% | −153−7.9% | Reduced |
| Coastwise Capital Group, LLC | 1,791 | $228.6K | 0.23% | −27−1.5% | Reduced |
| D'Orazio & Associates, Inc. | 1,786 | $227.9K | 0.04% | −30−1.7% | Reduced |
| V-Square Quantitative Management LLC | 1,786 | $227.9K | 0.05% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 1,781 | $227.3K | 0.02% | +1,781 | New |
| NWF Advisory Services Inc. | 1,779 | $227.1K | 0.05% | +1,779 | New |