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, Q1 2024
Institutional positions in General Electric Co as of Mar 31, 2024. 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
- 2,197
- +229 vs. Q4 2023
- Shares held
- 832.0M
- +17.0M (+2.1%) vs. Q4 2023
- Total value
- $145.5B
- +$41.5B (+39.9%) vs. Q4 2023
- New holders
- 354
- 766 more added
- Sold out
- 125
- 734 more reduced
26 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Newman Dignan & Sheerar, Inc. | 3,070 | $538.9K | 0.14% | −937−23.4% | Reduced |
| Morningstar Investment Services LLC | 3,000 | $540.0K | 0.01% | −1,432−32.3% | Reduced |
| Mechanics Bank Trust Department | 3,083 | $541.3K | 0.08% | +903+41.4% | Added |
| SRS Capital Advisors, Inc. | 3,089 | $542.2K | 0.06% | +64+2.1% | Added |
| Tyche Wealth Partners LLC | 3,094 | $543.1K | 0.13% | −326−9.5% | Reduced |
| Kozak & Associates, Inc. | 3,373 | $543.4K | 0.15% | +7+0.2% | Added |
| Atlas Wealth LLC | 3,101 | $544.3K | 0.27% | −200−6.1% | Reduced |
| Clean Yield Group | 3,113 | $546.4K | 0.21% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 3,124 | $548.4K | 0.25% | +115+3.8% | Added |
| Pzena Investment Management LLC | 3,127 | $548.9K | 0.00% | −1,262,948−99.8% | Reduced |
| Advisor OS, LLC | 3,129 | $549.3K | 0.06% | −678−17.8% | Reduced |
| Lynch & Associates | 3,138 | $550.8K | 0.13% | −250−7.4% | Reduced |
| AllSquare Wealth Management LLC | 3,140 | $551.2K | 0.32% | 00.0% | Unchanged |
| Gries Financial LLC | 3,149 | $552.7K | 0.09% | +1,313+71.5% | Added |
| Burney Co | 3,163 | $555.2K | 0.02% | +1,234+64.0% | Added |
| Arrow Financial Corp | 3,176 | $557.5K | 0.06% | +483+17.9% | Added |
| Crewe Advisors LLC | 3,180 | $558.2K | 0.07% | +3,180 | New |
| Keel Point, LLC | 3,180 | $558.3K | 0.06% | +370+13.2% | Added |
| Aull & Monroe Investment Management Corp | 3,183 | $558.7K | 0.26% | −75−2.3% | Reduced |
| Trust Co of Toledo NA | 3,193 | $560.5K | 0.09% | +457+16.7% | Added |
| Circle Wealth Management, LLC | 3,200 | $561.7K | 0.01% | −1,719−34.9% | Reduced |
| Osborne Partners Capital Management, LLC | 3,205 | $562.6K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,213 | $564.0K | 0.31% | −545−14.5% | Reduced |
| Trust Co of Kansas | 3,213 | $564.0K | 0.31% | −783−19.6% | Reduced |
| Enterprise Financial Services Corp | 3,216 | $564.5K | 0.34% | +41+1.3% | Added |
| Amussen Hunsaker Associates LLC | 3,266 | $568.1K | 0.10% | +8+0.2% | Added |
| Citizens National Bank Trust Department | 3,242 | $569.1K | 0.13% | −12−0.4% | Reduced |
| Forza Wealth Management, LLC | 3,249 | $570.3K | 0.30% | +187+6.1% | Added |
| David Loasby | 3,697 | $571.2K | 0.06% | −116−3.0% | Reduced |
| Allstate Corp | 3,254 | $571.2K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,268 | $573.6K | 0.17% | +565+20.9% | Added |
| Howard Capital Management Group, LLC | 3,273 | $574.5K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,279 | $575.6K | 0.10% | 00.0% | Unchanged |
| Encompass More Asset Management | 3,282 | $576.1K | 0.48% | +3,282 | New |
| Delap Wealth Advisory, LLC | 3,284 | $576.4K | 0.23% | +3,284 | New |
| SPC Financial, Inc. | 3,301 | $579.4K | 0.05% | +108+3.4% | Added |
| Greenwich Wealth Management LLC | 3,304 | $580.0K | 0.05% | +282+9.3% | Added |
| Taurus Asset Management, LLC | 3,307 | $580.5K | 0.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,319 | $582.5K | 0.34% | 00.0% | Unchanged |
| Trillium Asset Management, LLC | 3,322 | $583.0K | 0.01% | −6−0.2% | Reduced |
| Massmutual Trust Co FSB | 3,323 | $583.3K | 0.02% | +167+5.3% | Added |
| Check Capital Management Inc | 3,327 | $584.0K | 0.04% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,332 | $584.9K | 0.40% | −70−2.1% | Reduced |
| Rehmann Capital Advisory Group | 3,332 | $585.0K | 0.04% | +43+1.3% | Added |
| Geneos Wealth Management Inc. | 3,339 | $586.1K | 0.03% | −961−22.3% | Reduced |
| Webster Bank, N. A. | 3,343 | $586.8K | 0.07% | −167−4.8% | Reduced |
| Old National Bancorp | 3,344 | $587.0K | 0.01% | −186−5.3% | Reduced |
| Prentiss Smith & Co Inc | 3,355 | $588.9K | 0.41% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,359 | $589.7K | 0.09% | +100+3.1% | Added |
| Private Portfolio Partners LLC | 3,370 | $591.5K | 0.12% | −1,185−26.0% | Reduced |
| Resonant Capital Advisors, LLC | 3,388 | $594.7K | 0.05% | +275+8.8% | Added |
| Providence Capital Advisors, LLC | 3,393 | $595.6K | 0.13% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 3,399 | $596.7K | 0.06% | −50−1.4% | Reduced |
| Contravisory Investment Management, Inc. | 3,426 | $601.4K | 0.13% | −20−0.6% | Reduced |
| Trustmark National Bank Trust Department | 3,437 | $603.3K | 0.05% | +332+10.7% | Added |
| Wealthquest Corp | 3,438 | $603.5K | 0.06% | +23+0.7% | Added |
| Empirical Asset Management, LLC | 3,439 | $603.6K | 0.29% | +3,439 | New |
| Hantz Financial Services, Inc. | 3,442 | $604.0K | 0.01% | +523+17.9% | Added |
| Silverlake Wealth Management LLC | 3,457 | $606.7K | 0.31% | −556−13.9% | Reduced |
| First Wilshire Securities Management Inc | 3,463 | $608.0K | 0.18% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,486 | $611.9K | 0.04% | +22+0.6% | Added |
| Founders Financial Alliance, LLC | 3,495 | $613.4K | 0.18% | +14+0.4% | Added |
| Quotient Wealth Partners, LLC | 3,497 | $613.9K | 0.02% | +471+15.6% | Added |
| Kathmere Capital Management, LLC | 3,498 | $614.0K | 0.07% | +167+5.0% | Added |
| Seelaus Asset Management LLC | 3,508 | $615.8K | 0.61% | −1,730−33.0% | Reduced |
| Fortem Financial Group, LLC | 3,512 | $616.5K | 0.27% | +300+9.3% | Added |
| Boyd Watterson Asset Management LLC | 3,516 | $617.2K | 0.22% | +284+8.8% | Added |
| Modern Wealth Management, LLC | 3,522 | $618.1K | 0.06% | −32−0.9% | Reduced |
| Journey Advisory Group, LLC | 3,522 | $618.2K | 0.08% | +156+4.6% | Added |
| Westmount Partners, LLC | 3,542 | $621.7K | 0.22% | +63+1.8% | Added |
| Carson Advisory Inc. | 3,549 | $622.9K | 0.44% | −1,372−27.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 3,839 | $623.2K | 0.11% | +20+0.5% | Added |
| Harbor Group, Inc. | 3,567 | $626.1K | 0.17% | +10.0% | Added |
| Charter Trust Co | 3,567 | $626.1K | 0.04% | −232−6.1% | Reduced |
| Excalibur Management Corp | 3,569 | $626.5K | 0.27% | +117+3.4% | Added |
| LBMC Investment Advisors, LLC | 3,570 | $626.6K | 0.05% | +1,875+110.6% | Added |
| Diligent Investors, LLC | 3,574 | $627.3K | 0.16% | +274+8.3% | Added |
| Sage Mountain Advisors LLC | 3,580 | $628.4K | 0.07% | +10+0.3% | Added |
| Boit C F David | 3,936 | $628.6K | 0.34% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 3,591 | $630.3K | 0.36% | +1,967+121.1% | Added |
| BNC Wealth Management, LLC | 3,600 | $632.0K | 0.27% | −5−0.1% | Reduced |
| FirstPurpose Wealth LLC | 4,036 | $632.1K | 0.23% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 3,618 | $635.1K | 0.01% | −4,852−57.3% | Reduced |
| Sandbox Financial Partners, LLC | 3,621 | $635.5K | 0.27% | +1,919+112.7% | Added |
| Moller Financial Services | 3,633 | $637.7K | 0.17% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 3,633 | $637.7K | 0.54% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 3,646 | $640.0K | 0.52% | +113+3.2% | Added |
| Lantz Financial LLC | 3,648 | $640.3K | 0.21% | +236+6.9% | Added |
| Appleton Partners Inc | 3,677 | $645.0K | 0.05% | −70−1.9% | Reduced |
| Heritage Wealth Advisors | 3,688 | $647.4K | 0.03% | −812−18.0% | Reduced |
| Davis R M Inc | 3,696 | $648.8K | 0.01% | +586+18.8% | Added |
| Thompson Siegel & Walmsley LLC | 3,699 | $649.0K | 0.01% | −122−3.2% | Reduced |
| Level Four Advisory Services, LLC | 5,089 | $649.5K | 0.04% | −37−0.7% | Reduced |
| Midland Wealth Advisors LLC | 3,707 | $650.7K | 0.04% | +1,658+80.9% | Added |
| Van Cleef Asset Management,Inc | 3,719 | $652.8K | 0.08% | 00.0% | Unchanged |
| VERITY Wealth Advisors | 3,733 | $655.3K | 0.50% | 00.0% | Unchanged |
| Close Asset Management Ltd | 3,739 | $656.0K | 0.02% | +1,264+51.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,739 | $656.3K | 0.07% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 4,816 | $657.3K | 0.10% | +63+1.3% | Added |
| Pachira Investments Inc. | 3,749 | $658.0K | 0.54% | +3,749 | New |