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 |
|---|---|---|---|---|---|
| Holderness Investments Co | 1,887 | $331.2K | 0.08% | +1,887 | New |
| Genesee Capital Advisors, LLC | 1,889 | $331.6K | 0.18% | +30+1.6% | Added |
| AlphaStar Capital Management, LLC | 1,896 | $332.7K | 0.03% | +1,896 | New |
| Advisors Capital Management, LLC | 1,895 | $333.0K | 0.01% | +35+1.9% | Added |
| Dupree Financial Group, LLC | 1,916 | $336.3K | 0.15% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 1,916 | $336.3K | 0.25% | −17−0.9% | Reduced |
| Dopkins Wealth Management, LLC | 1,919 | $336.8K | 0.20% | +1,919 | New |
| Van Hulzen Asset Management, LLC | 1,918 | $337.0K | 0.02% | −166−8.0% | Reduced |
| Laurel Wealth Advisors LLC | 1,925 | $337.8K | 0.06% | +68+3.7% | Added |
| SYSTM Wealth Solutions LLC | 1,926 | $338.1K | 0.04% | −13−0.7% | Reduced |
| Ballast Advisors LLC | 1,936 | $339.8K | 0.11% | −58−2.9% | Reduced |
| Octavia Wealth Advisors, LLC | 1,937 | $340.0K | 0.05% | −911−32.0% | Reduced |
| Basepoint Wealth LLC | 1,940 | $340.5K | 0.26% | +2+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 1,940 | $340.6K | 0.04% | −90−4.4% | Reduced |
| Donaldson Capital Management, LLC | 1,943 | $341.1K | 0.01% | +151+8.4% | Added |
| Johnson Financial Group, Inc. | 1,952 | $342.6K | 0.02% | −722−27.0% | Reduced |
| PFW Advisors LLC | 1,953 | $342.8K | 0.10% | +41+2.1% | Added |
| Global Financial Private Client, LLC | 1,956 | $343.0K | 0.15% | +71+3.8% | Added |
| New Jersey Better Educational Savings Trust | 1,962 | $344.4K | 0.65% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 1,965 | $345.0K | 0.22% | +7+0.4% | Added |
| Ascent Wealth Partners, LLC | 1,970 | $345.8K | 0.05% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 1,970 | $346.0K | 0.13% | 00.0% | Unchanged |
| Washington Trust Bank | 1,972 | $346.1K | 0.03% | −524−21.0% | Reduced |
| Tufton Capital Management | 1,975 | $346.7K | 0.07% | +20+1.0% | Added |
| Ledyard National Bank | 1,975 | $346.7K | 0.03% | −524−21.0% | Reduced |
| Vestor Capital, LLC | 1,978 | $347.0K | 0.03% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 1,978 | $347.4K | 0.10% | +1,978 | New |
| Fusion Capital, LLC | 1,982 | $347.9K | 0.16% | +1+0.1% | Added |
| Nations Financial Group Inc, | 1,983 | $348.2K | 0.03% | −76−3.7% | Reduced |
| Greenfield Savings Bank | 1,990 | $349.3K | 0.18% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,990 | $349.3K | 0.04% | +53+2.7% | Added |
| Retirement Capital Strategies | 1,991 | $349.5K | 0.14% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 2,000 | $351.1K | 0.06% | +2,000 | New |
| Evermay Wealth Management LLC | 2,002 | $351.4K | 0.05% | +743+59.0% | Added |
| Addison Advisors LLC | 2,003 | $351.6K | 0.12% | −60−2.9% | Reduced |
| SignalPoint Asset Management, LLC | 2,005 | $351.9K | 0.10% | +8+0.4% | Added |
| Red Door Wealth Management, LLC | 2,008 | $352.5K | 0.07% | −398−16.5% | Reduced |
| Alpha Cubed Investments, LLC | 2,011 | $353.0K | 0.02% | −1,278−38.9% | Reduced |
| Curran Financial Partners, LLC | 2,019 | $354.4K | 0.12% | +35+1.8% | Added |
| Tower Bridge Advisors | 2,030 | $356.3K | 0.04% | −513−20.2% | Reduced |
| SFMG, LLC | 2,031 | $356.4K | 0.03% | +31+1.6% | Added |
| First Nebraska Trust Co | 2,032 | $356.7K | 0.04% | −302−12.9% | Reduced |
| Sonora Investment Management Group, LLC | 2,039 | $357.9K | 0.03% | −150−6.9% | Reduced |
| Capital Asset Advisory Services LLC | 2,291 | $358.0K | 0.02% | +175+8.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,040 | $358.1K | 0.03% | −316−13.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 2,046 | $359.1K | 0.01% | +2,046 | New |
| Segment Wealth Management, LLC | 2,047 | $359.3K | 0.03% | +2,047 | New |
| Advance Capital Management, Inc. | 2,047 | $359.3K | 0.02% | −38−1.8% | Reduced |
| Merriman Wealth Management, LLC | 2,052 | $360.3K | 0.02% | +452+28.2% | Added |
| DRW Securities, LLC | 2,217 | $360.3K | 0.02% | −6,835−75.5% | Reduced |
| Cornerstone Advisory, LLC | 2,053 | $360.3K | 0.05% | +304+17.4% | Added |
| PCA Investment Advisory Services Inc. | 2,053 | $360.4K | 0.20% | +45+2.2% | Added |
| Country Club Bank | 2,054 | $360.5K | 0.03% | +182+9.7% | Added |
| Fee-Only Financial Planning, L.C. | 2,058 | $361.2K | 0.24% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 2,060 | $362.0K | 0.01% | 00.0% | Unchanged |
| Sterling Manor Financial, LLC | 2,066 | $362.6K | 0.27% | +208+11.2% | Added |
| Calton & Associates, Inc. | 2,067 | $362.9K | 0.18% | 00.0% | Unchanged |
| Hillman Capital Management, Inc. | 2,068 | $363.0K | 0.12% | −521−20.1% | Reduced |
| Leavell Investment Management, Inc. | 2,069 | $363.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 2,071 | $363.5K | 0.06% | +2,071 | New |
| Barrett & Company, Inc. | 2,072 | $363.7K | 0.17% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2,072 | $363.7K | 0.06% | +9+0.4% | Added |
| Parcion Private Wealth LLC | 2,074 | $364.0K | 0.03% | +293+16.5% | Added |
| Strategic Advisors LLC | 2,074 | $364.0K | 0.07% | +2,074 | New |
| Clear Harbor Asset Management, LLC | 2,077 | $364.6K | 0.03% | +15+0.7% | Added |
| Roberts Glore & Co Inc | 2,079 | $364.9K | 0.11% | −130−5.9% | Reduced |
| BCU Wealth Advisors, LLC | 2,080 | $365.1K | 0.31% | +10.0% | Added |
| Edge Capital Group, LLC | 2,083 | $365.6K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 2,083 | $365.6K | 0.31% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 2,084 | $365.7K | 0.04% | −1,292−38.3% | Reduced |
| Lumbard & Kellner, LLC | 2,085 | $366.0K | 0.18% | 00.0% | Unchanged |
| Wealth Effects LLC | 2,086 | $366.2K | 0.14% | −5−0.2% | Reduced |
| Corton Capital Inc. | 2,090 | $366.9K | 0.14% | −3,012−59.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,092 | $367.2K | 0.13% | 00.0% | Unchanged |
| Callan Capital, LLC | 2,095 | $367.7K | 0.03% | +2,095 | New |
| Kingdom Financial Group LLC. | 2,101 | $368.8K | 0.26% | +71+3.5% | Added |
| Sage Rhino Capital LLC | 2,103 | $369.1K | 0.09% | −13−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,105 | $369.3K | 0.03% | 00.0% | Unchanged |
| Bangor Savings Bank | 2,109 | $370.2K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,111 | $370.5K | 0.03% | −2,129−50.2% | Reduced |
| AIFG Consultants Ltd. | 2,113 | $370.9K | 0.27% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 2,908 | $371.0K | 0.05% | 00.0% | Unchanged |
| Monterey Private Wealth, Inc. | 2,120 | $372.1K | 0.15% | +12+0.6% | Added |
| Peak Asset Management, LLC | 2,128 | $373.5K | 0.07% | −4−0.2% | Reduced |
| Marathon Trading Investment Management LLC | 2,128 | $373.5K | 0.15% | +2,128 | New |
| Eubel Brady & Suttman Asset Management Inc | 2,134 | $374.0K | 0.05% | +31+1.5% | Added |
| Capital Wealth Planning, LLC | 2,133 | $374.4K | 0.00% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 2,134 | $374.6K | 0.09% | −41−1.9% | Reduced |
| Rockbridge Investment Management, LCC | 2,135 | $374.8K | 0.05% | −58−2.6% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 2,137 | $375.1K | 0.08% | 00.0% | Unchanged |
| Buckingham Capital Management, Inc. | 2,138 | $375.3K | 0.05% | −70−3.2% | Reduced |
| Widmann Financial Services, Inc. | 2,139 | $375.5K | 0.32% | −218−9.2% | Reduced |
| Maple Capital Management, Inc. | 2,142 | $376.0K | 0.03% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,143 | $376.2K | 0.16% | −110−4.9% | Reduced |
| Channel Wealth LLC | 2,152 | $377.7K | 0.15% | +12+0.6% | Added |
| Fort, L.P. | 2,156 | $378.4K | 0.95% | −160−6.9% | Reduced |
| Sapient Capital LLC | 2,166 | $380.2K | 0.01% | +7+0.3% | Added |
| OneAscent Financial Services LLC | 2,172 | $381.0K | 0.04% | −3,579−62.2% | Reduced |
| Avantax Planning Partners, Inc. | 2,173 | $381.3K | 0.01% | −607−21.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,175 | $381.8K | 0.07% | +84+4.0% | Added |