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, 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
- 2,196
- +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
- 765 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 | 3,457 | $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, 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 |
|---|---|---|---|---|---|
| Close Asset Management Ltd | 3,739 | $656.0K | 0.02% | +1,264+51.1% | Added |
| VERITY Wealth Advisors | 3,733 | $655.3K | 0.50% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 3,719 | $652.8K | 0.08% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,707 | $650.7K | 0.04% | +1,658+80.9% | Added |
| Level Four Advisory Services, LLC | 5,089 | $649.5K | 0.04% | −37−0.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 3,699 | $649.0K | 0.01% | −122−3.2% | Reduced |
| Davis R M Inc | 3,696 | $648.8K | 0.01% | +586+18.8% | Added |
| Heritage Wealth Advisors | 3,688 | $647.4K | 0.03% | −812−18.0% | Reduced |
| Appleton Partners Inc | 3,677 | $645.0K | 0.05% | −70−1.9% | Reduced |
| Lantz Financial LLC | 3,648 | $640.3K | 0.21% | +236+6.9% | Added |
| Crew Capital Management, Ltd. | 3,646 | $640.0K | 0.52% | +113+3.2% | Added |
| Sprinkle Financial Consultants LLC | 3,633 | $637.7K | 0.54% | 00.0% | Unchanged |
| Moller Financial Services | 3,633 | $637.7K | 0.17% | 00.0% | Unchanged |
| Sandbox Financial Partners, LLC | 3,621 | $635.5K | 0.27% | +1,919+112.7% | Added |
| Ontario Teachers Pension Plan Board | 3,618 | $635.1K | 0.01% | −4,852−57.3% | Reduced |
| FirstPurpose Wealth LLC | 4,036 | $632.1K | 0.23% | 00.0% | Unchanged |
| BNC Wealth Management, LLC | 3,600 | $632.0K | 0.27% | −5−0.1% | Reduced |
| Continuum Wealth Advisors, LLC | 3,591 | $630.3K | 0.36% | +1,967+121.1% | Added |
| Boit C F David | 3,936 | $628.6K | 0.34% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 3,580 | $628.4K | 0.07% | +10+0.3% | Added |
| Diligent Investors, LLC | 3,574 | $627.3K | 0.16% | +274+8.3% | Added |
| LBMC Investment Advisors, LLC | 3,570 | $626.6K | 0.05% | +1,875+110.6% | Added |
| Excalibur Management Corp | 3,569 | $626.5K | 0.27% | +117+3.4% | Added |
| Charter Trust Co | 3,567 | $626.1K | 0.04% | −232−6.1% | Reduced |
| Harbor Group, Inc. | 3,567 | $626.1K | 0.17% | +10.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,839 | $623.2K | 0.11% | +20+0.5% | Added |
| Carson Advisory Inc. | 3,549 | $622.9K | 0.44% | −1,372−27.9% | Reduced |
| Westmount Partners, LLC | 3,542 | $621.7K | 0.22% | +63+1.8% | Added |
| Journey Advisory Group, LLC | 3,522 | $618.2K | 0.08% | +156+4.6% | Added |
| Modern Wealth Management, LLC | 3,522 | $618.1K | 0.06% | −32−0.9% | Reduced |
| Boyd Watterson Asset Management LLC | 3,516 | $617.2K | 0.22% | +284+8.8% | Added |
| Fortem Financial Group, LLC | 3,512 | $616.5K | 0.27% | +300+9.3% | Added |
| Seelaus Asset Management LLC | 3,508 | $615.8K | 0.61% | −1,730−33.0% | Reduced |
| Kathmere Capital Management, LLC | 3,498 | $614.0K | 0.07% | +167+5.0% | Added |
| Quotient Wealth Partners, LLC | 3,497 | $613.9K | 0.02% | +471+15.6% | Added |
| Founders Financial Alliance, LLC | 3,495 | $613.4K | 0.18% | +14+0.4% | Added |
| Regal Investment Advisors LLC | 3,486 | $611.9K | 0.04% | +22+0.6% | Added |
| First Wilshire Securities Management Inc | 3,463 | $608.0K | 0.18% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 3,457 | $606.7K | 0.31% | −556−13.9% | Reduced |
| Hantz Financial Services, Inc. | 3,442 | $604.0K | 0.01% | +523+17.9% | Added |
| Empirical Asset Management, LLC | 3,439 | $603.6K | 0.29% | +3,439 | New |
| Wealthquest Corp | 3,438 | $603.5K | 0.06% | +23+0.7% | Added |
| Trustmark National Bank Trust Department | 3,437 | $603.3K | 0.05% | +332+10.7% | Added |
| Contravisory Investment Management, Inc. | 3,426 | $601.4K | 0.13% | −20−0.6% | Reduced |
| Smith Anglin Financial, LLC | 3,399 | $596.7K | 0.06% | −50−1.4% | Reduced |
| Providence Capital Advisors, LLC | 3,393 | $595.6K | 0.13% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 3,388 | $594.7K | 0.05% | +275+8.8% | Added |
| Private Portfolio Partners LLC | 3,370 | $591.5K | 0.12% | −1,185−26.0% | Reduced |
| HCR Wealth Advisors | 3,359 | $589.7K | 0.09% | +100+3.1% | Added |
| Prentiss Smith & Co Inc | 3,355 | $588.9K | 0.41% | 00.0% | Unchanged |
| Old National Bancorp | 3,344 | $587.0K | 0.01% | −186−5.3% | Reduced |
| Webster Bank, N. A. | 3,343 | $586.8K | 0.07% | −167−4.8% | Reduced |
| Geneos Wealth Management Inc. | 3,339 | $586.1K | 0.03% | −961−22.3% | Reduced |
| Rehmann Capital Advisory Group | 3,332 | $585.0K | 0.04% | +43+1.3% | Added |
| Thompson Davis & Co., Inc. | 3,332 | $584.9K | 0.40% | −70−2.1% | Reduced |
| Check Capital Management Inc | 3,327 | $584.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3,323 | $583.3K | 0.02% | +167+5.3% | Added |
| Trillium Asset Management, LLC | 3,322 | $583.0K | 0.01% | −6−0.2% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,319 | $582.5K | 0.34% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 3,307 | $580.5K | 0.06% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 3,304 | $580.0K | 0.05% | +282+9.3% | Added |
| SPC Financial, Inc. | 3,301 | $579.4K | 0.05% | +108+3.4% | Added |
| Delap Wealth Advisory, LLC | 3,284 | $576.4K | 0.23% | +3,284 | New |
| Encompass More Asset Management | 3,282 | $576.1K | 0.48% | +3,282 | New |
| Grove Bank & Trust | 3,279 | $575.6K | 0.10% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 3,273 | $574.5K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,268 | $573.6K | 0.17% | +565+20.9% | Added |
| Allstate Corp | 3,254 | $571.2K | 0.04% | 00.0% | Unchanged |
| David Loasby | 3,697 | $571.2K | 0.06% | −116−3.0% | Reduced |
| Forza Wealth Management, LLC | 3,249 | $570.3K | 0.30% | +187+6.1% | Added |
| Citizens National Bank Trust Department | 3,242 | $569.1K | 0.13% | −12−0.4% | Reduced |
| Amussen Hunsaker Associates LLC | 3,266 | $568.1K | 0.10% | +8+0.2% | Added |
| Enterprise Financial Services Corp | 3,216 | $564.5K | 0.34% | +41+1.3% | Added |
| Trust Co of Kansas | 3,213 | $564.0K | 0.31% | −783−19.6% | Reduced |
| Laidlaw Wealth Management LLC | 3,213 | $564.0K | 0.31% | −545−14.5% | Reduced |
| Osborne Partners Capital Management, LLC | 3,205 | $562.6K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 3,200 | $561.7K | 0.01% | −1,719−34.9% | Reduced |
| Trust Co of Toledo NA | 3,193 | $560.5K | 0.09% | +457+16.7% | Added |
| Aull & Monroe Investment Management Corp | 3,183 | $558.7K | 0.26% | −75−2.3% | Reduced |
| Keel Point, LLC | 3,180 | $558.3K | 0.06% | +370+13.2% | Added |
| Crewe Advisors LLC | 3,180 | $558.2K | 0.07% | +3,180 | New |
| Arrow Financial Corp | 3,176 | $557.5K | 0.06% | +483+17.9% | Added |
| Burney Co | 3,163 | $555.2K | 0.02% | +1,234+64.0% | Added |
| Gries Financial LLC | 3,149 | $552.7K | 0.09% | +1,313+71.5% | Added |
| AllSquare Wealth Management LLC | 3,140 | $551.2K | 0.32% | 00.0% | Unchanged |
| Lynch & Associates | 3,138 | $550.8K | 0.13% | −250−7.4% | Reduced |
| Advisor OS, LLC | 3,129 | $549.3K | 0.06% | −678−17.8% | Reduced |
| Pzena Investment Management LLC | 3,127 | $548.9K | 0.00% | −1,262,948−99.8% | Reduced |
| Tiemann Investment Advisors, LLC | 3,124 | $548.4K | 0.25% | +115+3.8% | Added |
| Clean Yield Group | 3,113 | $546.4K | 0.21% | 00.0% | Unchanged |
| Atlas Wealth LLC | 3,101 | $544.3K | 0.27% | −200−6.1% | Reduced |
| Kozak & Associates, Inc. | 3,373 | $543.4K | 0.15% | +7+0.2% | Added |
| Tyche Wealth Partners LLC | 3,094 | $543.1K | 0.13% | −326−9.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,089 | $542.2K | 0.06% | +64+2.1% | Added |
| Mechanics Bank Trust Department | 3,083 | $541.3K | 0.08% | +903+41.4% | Added |
| Morningstar Investment Services LLC | 3,000 | $540.0K | 0.01% | −1,432−32.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,070 | $538.9K | 0.14% | −937−23.4% | Reduced |
| CNB Bank | 3,067 | $538.4K | 0.26% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 3,056 | $536.4K | 0.11% | 00.0% | Unchanged |
| Snider Financial Group | 3,038 | $533.3K | 0.22% | −45−1.5% | Reduced |