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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 15,867 | $2.03M | 0.08% | −9,288−36.9% | Reduced |
| Copperwynd Financial, LLC | 15,806 | $2.02M | 0.80% | −130−0.8% | Reduced |
| Wealthspire Advisors, LLC | 15,740 | $2.01M | 0.03% | +131+0.8% | Added |
| SFG Wealth Management, LLC. | 15,736 | $2.01M | 1.34% | −600−3.7% | Reduced |
| Krilogy Financial LLC | 15,697 | $2.00M | 0.17% | −4,633−22.8% | Reduced |
| Balyasny Asset Management LLC | 15,686 | $2.00M | 0.01% | −888,624−98.3% | Reduced |
| Umb Bank N A | 15,678 | $2.00M | 0.03% | −566−3.5% | Reduced |
| Nwam LLC | 15,647 | $2.00M | 0.16% | +1,301+9.1% | Added |
| Steel Peak Wealth Management LLC | 15,585 | $1.99M | 0.12% | +252+1.6% | Added |
| Brown Brothers Harriman & Co | 15,487 | $1.98M | 0.02% | −1,047−6.3% | Reduced |
| HB Wealth Management, LLC | 15,471 | $1.97M | 0.03% | +1,176+8.2% | Added |
| Westchester Capital Management, Inc. | 15,453 | $1.97M | 0.53% | −7,005−31.2% | Reduced |
| Temasek Holdings (Private) Ltd | 15,437 | $1.97M | 0.01% | +15,437 | New |
| NEOS Investment Management LLC | 15,369 | $1.96M | 0.19% | +4,194+37.5% | Added |
| AdvisorNet Financial, Inc | 15,342 | $1.96M | 0.18% | +2,388+18.4% | Added |
| Sendero Wealth Management, LLC | 15,230 | $1.94M | 0.37% | −1,056−6.5% | Reduced |
| Stratos Wealth Partners, LTD. | 15,225 | $1.94M | 0.04% | −388−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,203 | $1.94M | 0.09% | +2,310+17.9% | Added |
| Park National Corp | 15,154 | $1.93M | 0.08% | −29,358−66.0% | Reduced |
| Iat Reinsurance Co Ltd. | 15,125 | $1.93M | 0.36% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 15,084 | $1.93M | 0.82% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 15,000 | $1.91M | 2.81% | +15,000 | New |
| KP Management LLC | 15,000 | $1.91M | 0.95% | +15,000 | New |
| Meeder Advisory Services, Inc. | 14,957 | $1.91M | 0.22% | +220+1.5% | Added |
| South Dakota Investment Council | 14,923 | $1.91M | 0.04% | 00.0% | Unchanged |
| Long Road Investment Counsel, LLC | 14,358 | $1.90M | 0.79% | +253+1.8% | Added |
| Versant Capital Management, Inc | 14,841 | $1.89M | 0.56% | +73+0.5% | Added |
| Wintrust Investments LLC | 14,642 | $1.87M | 0.18% | +180+1.2% | Added |
| Profund Advisors LLC | 14,595 | $1.86M | 0.08% | +2,146+17.2% | Added |
| Terra Nova Asset Management LLC | 14,461 | $1.85M | 1.62% | +14,461 | New |
| Cullen/Frost Bankers, Inc. | 14,320 | $1.83M | 0.03% | −4,169−22.5% | Reduced |
| Moneta Group Investment Advisors LLC | 14,293 | $1.82M | 0.04% | +848+6.3% | Added |
| Investors Asset Management of Georgia Inc | 14,534 | $1.82M | 0.92% | +2,697+22.8% | Added |
| Coldstream Capital Management Inc | 14,199 | $1.81M | 0.05% | −30.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13,662 | $1.81M | 0.02% | −50−0.4% | Reduced |
| Itau Unibanco Holding S.A. | 14,041 | $1.80M | 0.06% | −19,353−58.0% | Reduced |
| Westwood Holdings Group Inc. | 14,076 | $1.80M | 0.02% | +14,076 | New |
| Ballentine Partners, LLC | 14,060 | $1.79M | 0.04% | +500+3.7% | Added |
| Foundations Investment Advisors, LLC | 13,072 | $1.77M | 0.05% | +8+0.1% | Added |
| Locust Wood Capital Advisers, LLC | 13,850 | $1.77M | 0.07% | +13,850 | New |
| Family Legacy, Inc. | 13,813 | $1.76M | 0.67% | +95+0.7% | Added |
| Wedmont Private Capital | 13,711 | $1.76M | 0.14% | +998+7.9% | Added |
| Investment Research & Advisory Group, Inc. | 13,769 | $1.76M | 0.90% | +758+5.8% | Added |
| Peregrine Asset Advisers, Inc. | 13,756 | $1.76M | 0.86% | −25,749−65.2% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 13,753 | $1.76M | 1.64% | +13,753 | New |
| IFP Advisors, Inc | 13,578 | $1.73M | 0.08% | +4,053+42.6% | Added |
| True North Advisors, LLC | 13,566 | $1.73M | 0.44% | −1,674−11.0% | Reduced |
| Grimes & Company, Inc. | 13,563 | $1.73M | 0.06% | +30.0% | Added |
| King Luther Capital Management Corp | 13,531 | $1.73M | 0.01% | −24−0.2% | Reduced |
| Crown Oak Advisors, LLC | 13,477 | $1.72M | 1.01% | +13,477 | New |
| Bartlett & Co. Wealth Management LLC | 13,295 | $1.71M | 0.03% | +5,726+75.7% | Added |
| Bartlett & Co. LLC | 13,295 | $1.71M | 0.03% | +5,726+75.7% | Added |
| Chicago Partners Investment Group LLC | 13,129 | $1.71M | 0.08% | −91−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 13,276 | $1.71M | 0.38% | +13,276 | New |
| Armstrong Henry H Associates Inc | 13,324 | $1.70M | 0.18% | −423−3.1% | Reduced |
| Independent Financial Group, LLC | 13,136 | $1.68M | 0.09% | +425+3.3% | Added |
| Western Financial Corp | 13,120 | $1.67M | 1.12% | −153−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 87,414 | $1.66M | 0.08% | +87,414 | New |
| Parallel Advisors, LLC | 12,994 | $1.66M | 0.05% | −213−1.6% | Reduced |
| Ethic Inc. | 12,968 | $1.66M | 0.05% | +3,835+42.0% | Added |
| Equitable Holdings, Inc. | 12,967 | $1.65M | 0.02% | +3,187+32.6% | Added |
| Weinberger Asset Management, Inc | 12,910 | $1.65M | 0.85% | −11−0.1% | Reduced |
| Symmetry Partners, LLC | 12,770 | $1.64M | 0.09% | −163−1.3% | Reduced |
| Quadrant Private Wealth Management, LLC | 12,817 | $1.64M | 0.45% | −417−3.2% | Reduced |
| Patten & Patten Inc | 12,708 | $1.62M | 0.13% | −4,192−24.8% | Reduced |
| Byrne Asset Management LLC | 12,598 | $1.62M | 1.23% | −649−4.9% | Reduced |
| Quadrant Capital Group LLC | 12,644 | $1.61M | 0.14% | +111+0.9% | Added |
| Massachusetts Wealth Management | 12,527 | $1.60M | 1.29% | +1,228+10.9% | Added |
| Plimoth Trust Co LLC | 12,525 | $1.60M | 0.46% | +31+0.2% | Added |
| PCJ Investment Counsel Ltd. | 12,500 | $1.60M | 0.62% | −1,230−9.0% | Reduced |
| Quilter Plc | 12,392 | $1.59M | 0.05% | +1,042+9.2% | Added |
| Chesley Taft & Associates LLC | 12,434 | $1.59M | 0.09% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,953 | $1.58M | 0.43% | +11,953 | New |
| Dorsey Wright & Associates | 12,388 | $1.58M | 0.48% | −245−1.9% | Reduced |
| International Assets Investment Management, LLC | 12,353 | $1.58M | 0.20% | −733−5.6% | Reduced |
| Global Endowment Management, LP | 12,275 | $1.57M | 0.17% | +2,040+19.9% | Added |
| Forum Financial Management, LP | 12,272 | $1.57M | 0.03% | −2,518−17.0% | Reduced |
| Chicago Trust Co NA | 12,259 | $1.56M | 0.35% | −1,607−11.6% | Reduced |
| Delta Financial Group, Inc. | 12,230 | $1.56M | 0.49% | −309−2.5% | Reduced |
| Fisher Asset Management, LLC | 12,212 | $1.56M | 0.00% | −650−5.1% | Reduced |
| Mesirow Financial Investment Management, Inc. | 15,950 | $1.56M | 0.06% | +15,950 | New |
| Graham Capital Management, L.P. | 12,189 | $1.56M | 0.05% | −148,678−92.4% | Reduced |
| Ameritas Investment Partners, Inc. | 12,094 | $1.54M | 0.06% | −467−3.7% | Reduced |
| Busey Wealth Management | 12,091 | $1.54M | 0.06% | −87−0.7% | Reduced |
| Moody National Bank Trust Division | 12,036 | $1.54M | 0.12% | −11,541−49.0% | Reduced |
| Duff & Phelps Investment Management Co | 12,032 | $1.54M | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,029 | $1.54M | 0.11% | +6,047+101.1% | Added |
| Aigen Investment Management, LP | 12,026 | $1.53M | 0.27% | −7,628−38.8% | Reduced |
| Vontobel Holding Ltd. | 11,963 | $1.53M | 0.01% | −1,665−12.2% | Reduced |
| 1st Source Bank | 11,954 | $1.53M | 0.09% | −50.0% | Reduced |
| Wesleyan Assurance Society | 11,930 | $1.52M | 0.15% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 11,931 | $1.52M | 0.11% | +349+3.0% | Added |
| Varenne Capital Partners | 11,930 | $1.52M | 0.65% | +11,930 | New |
| Arcus Capital Partners, LLC | 11,904 | $1.52M | 0.53% | −3,150−20.9% | Reduced |
| Morse Asset Management, Inc | 11,904 | $1.52M | 0.45% | +2,385+25.1% | Added |
| FOCUS Wealth Advisors, LLC | 11,862 | $1.51M | 0.96% | +313+2.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 11,846 | $1.51M | 0.16% | −131−1.1% | Reduced |
| Meridian Investment Counsel Inc. | 11,846 | $1.51M | 0.52% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 11,782 | $1.50M | 0.05% | −610−4.9% | Reduced |
| Guardian Investment Management | 11,755 | $1.50M | 1.27% | −187−1.6% | Reduced |