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, Q2 2024
Institutional positions in General Electric Co as of Jun 30, 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
- 2,183
- +13 vs. Q1 2024
- Shares held
- 851.1M
- +20.9M (+2.5%) vs. Q1 2024
- Total value
- $135.3B
- −$9.87B (−6.8%) vs. Q1 2024
- New holders
- 202
- 925 more added
- Sold out
- 189
- 687 more reduced
26 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 4,005 | $643.0K | 0.01% | +1,005+33.5% | Added |
| Walker Asset Management, LLC | 4,041 | $642.3K | 0.43% | −70−1.7% | Reduced |
| Headinvest, LLC | 4,029 | $640.5K | 0.13% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 4,029 | $640.5K | 0.46% | +69+1.7% | Added |
| Regent Peak Wealth Advisors LLC | 4,017 | $638.6K | 0.16% | +37+0.9% | Added |
| LSV Asset Management | 4,000 | $636.0K | 0.00% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 3,967 | $630.6K | 0.20% | +51+1.3% | Added |
| Oxford Financial Group Ltd | 3,966 | $630.5K | 0.04% | +104+2.7% | Added |
| Marex Group plc | 3,959 | $629.4K | 0.02% | −87−2.2% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,946 | $627.3K | 0.04% | 00.0% | Unchanged |
| Boit C F David | 3,936 | $625.7K | 0.33% | 00.0% | Unchanged |
| Searle & Co. | 3,934 | $625.4K | 0.15% | +3,934 | New |
| Ausdal Financial Partners, Inc. | 3,933 | $625.2K | 0.07% | +22+0.6% | Added |
| Davis R M Inc | 3,921 | $623.3K | 0.01% | +225+6.1% | Added |
| First National Trust Co | 3,912 | $621.9K | 0.03% | +66+1.7% | Added |
| Northstar Group, Inc. | 3,910 | $621.6K | 0.12% | +89+2.3% | Added |
| Wescott Financial Advisory Group, LLC | 3,910 | $621.6K | 0.07% | +3,910 | New |
| HTG Investment Advisors, Inc. | 3,907 | $621.1K | 0.33% | +112+3.0% | Added |
| Ashton Thomas Private Wealth, LLC | 3,904 | $620.6K | 0.03% | −71−1.8% | Reduced |
| HHM Wealth Advisors, LLC | 3,894 | $619.0K | 0.09% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,887 | $617.9K | 0.05% | −16,370−80.8% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 3,883 | $617.3K | 0.27% | −77−1.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,880 | $616.8K | 0.04% | +103+2.7% | Added |
| First PREMIER Bank | 3,875 | $616.0K | 0.16% | −382−9.0% | Reduced |
| Focus Financial Network, Inc. | 3,929 | $615.5K | 0.03% | +778+24.7% | Added |
| Roof Eidam & Maycock | 3,852 | $612.4K | 0.17% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 3,850 | $612.0K | 0.04% | +143+3.9% | Added |
| Old Mission Investment Co LLC | 3,825 | $608.1K | 0.20% | −37−1.0% | Reduced |
| Massmutual Trust Co FSB | 3,822 | $607.6K | 0.02% | +499+15.0% | Added |
| Secure Asset Management, LLC | 3,760 | $597.7K | 0.11% | +2,370+170.5% | Added |
| Kovitz Investment Group Partners, LLC | 3,757 | $597.3K | 0.01% | +1,297+52.7% | Added |
| Arthur M. Cohen & Associates, LLC | 3,755 | $596.9K | 0.11% | +3,755 | New |
| Yeomans Consulting Group, Inc. | 3,753 | $596.6K | 0.23% | +3,753 | New |
| Allen Investment Management LLC | 3,750 | $596.1K | 0.01% | 00.0% | Unchanged |
| Stevens Capital Management LP | 3,735 | $594.0K | 0.20% | −15,956−81.0% | Reduced |
| VERITY Wealth Advisors | 3,733 | $593.4K | 0.44% | 00.0% | Unchanged |
| Encompass More Asset Management | 3,728 | $592.7K | 0.42% | +446+13.6% | Added |
| Close Asset Management Ltd | 3,724 | $592.0K | 0.02% | −15−0.4% | Reduced |
| Empirical Asset Management, LLC | 3,721 | $591.5K | 0.22% | +282+8.2% | Added |
| Lantz Financial LLC | 3,718 | $591.1K | 0.18% | +70+1.9% | Added |
| Armbruster Capital Management, Inc. | 3,717 | $590.9K | 0.12% | −573−13.4% | Reduced |
| Monte Financial Group, LLC | 3,714 | $590.4K | 0.26% | −68−1.8% | Reduced |
| Marks Group Wealth Management, Inc | 3,712 | $590.1K | 0.06% | −77−2.0% | Reduced |
| Capital Investment Counsel, Inc | 3,703 | $588.7K | 0.09% | −187−4.8% | Reduced |
| Trustmark National Bank Trust Department | 3,703 | $588.7K | 0.05% | +266+7.7% | Added |
| Founders Financial Alliance, LLC | 3,694 | $587.2K | 0.17% | +199+5.7% | Added |
| Appleton Partners Inc | 3,685 | $586.0K | 0.05% | +8+0.2% | Added |
| Kathmere Capital Management, LLC | 3,654 | $580.9K | 0.06% | +156+4.5% | Added |
| Landscape Capital Management, L.L.C. | 3,648 | $579.9K | 0.05% | +3,648 | New |
| Brandywine Oak Private Wealth LLC | 3,645 | $579.5K | 0.06% | −94−2.5% | Reduced |
| Heritage Wealth Advisors | 3,636 | $578.0K | 0.03% | −52−1.4% | Reduced |
| Sprinkle Financial Consultants LLC | 3,633 | $577.5K | 0.46% | 00.0% | Unchanged |
| Moller Financial Services | 3,633 | $577.5K | 0.15% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,631 | $577.1K | 0.02% | +819+29.1% | Added |
| Thompson Siegel & Walmsley LLC | 3,627 | $577.0K | 0.01% | −72−1.9% | Reduced |
| Ontario Teachers Pension Plan Board | 3,618 | $575.2K | 0.01% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 3,617 | $575.0K | 0.03% | −256−6.6% | Reduced |
| Beaumont Financial Advisors, LLC | 3,611 | $574.0K | 0.05% | +786+27.8% | Added |
| Carnegie Capital Asset Management, LLC | 3,609 | $573.8K | 0.02% | −273−7.0% | Reduced |
| Crew Capital Management, Ltd. | 3,605 | $573.1K | 0.46% | −41−1.1% | Reduced |
| Geneos Wealth Management Inc. | 3,593 | $571.2K | 0.03% | +254+7.6% | Added |
| Westmount Partners, LLC | 3,577 | $568.7K | 0.19% | +35+1.0% | Added |
| Charter Trust Co | 3,567 | $567.0K | 0.04% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 3,532 | $561.5K | 0.07% | −187−5.0% | Reduced |
| Diligent Investors, LLC | 3,529 | $560.9K | 0.14% | −45−1.3% | Reduced |
| Seven Eight Capital, LP | 3,524 | $560.2K | 0.06% | +3,524 | New |
| Journey Advisory Group, LLC | 3,522 | $559.9K | 0.07% | 00.0% | Unchanged |
| Balboa Wealth Partners | 3,515 | $558.8K | 0.15% | +608+20.9% | Added |
| Resonant Capital Advisors, LLC | 3,513 | $558.5K | 0.05% | +125+3.7% | Added |
| Oppenheimer Asset Management Inc. | 3,500 | $556.4K | 0.01% | +3,500 | New |
| Excalibur Management Corp | 3,495 | $555.6K | 0.23% | −74−2.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 3,488 | $554.6K | 0.03% | +1,012+40.9% | Added |
| Regal Investment Advisors LLC | 3,486 | $554.1K | 0.04% | 00.0% | Unchanged |
| Continuum Wealth Advisors, LLC | 3,468 | $551.3K | 0.29% | −123−3.4% | Reduced |
| First Wilshire Securities Management Inc | 3,463 | $551.0K | 0.17% | 00.0% | Unchanged |
| Stevard, LLC | 3,447 | $548.0K | 0.47% | +3,447 | New |
| Wealthquest Corp | 3,438 | $546.6K | 0.06% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 3,434 | $546.0K | 0.03% | +770+28.9% | Added |
| Seelaus Asset Management LLC | 3,433 | $545.7K | 0.55% | −75−2.1% | Reduced |
| Ignite Planners, LLC | 3,393 | $544.6K | 0.13% | −1,145−25.2% | Reduced |
| Boyd Watterson Asset Management LLC | 3,424 | $544.4K | 0.16% | −92−2.6% | Reduced |
| Loomis Sayles & Co L P | 3,421 | $544.0K | 0.00% | −2,010−37.0% | Reduced |
| Strategic Blueprint, LLC | 3,416 | $543.1K | 0.04% | +429+14.4% | Added |
| Smith Anglin Financial, LLC | 3,412 | $542.4K | 0.05% | +13+0.4% | Added |
| Rehmann Capital Advisory Group | 3,411 | $542.3K | 0.04% | +79+2.4% | Added |
| Centaurus Financial, Inc. | 3,404 | $541.0K | 0.04% | +1,181+53.1% | Added |
| Contravisory Investment Management, Inc. | 3,399 | $540.3K | 0.12% | −27−0.8% | Reduced |
| Kozak & Associates, Inc. | 3,314 | $540.2K | 0.13% | −59−1.7% | Reduced |
| Providence Capital Advisors, LLC | 3,393 | $539.4K | 0.12% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 3,384 | $538.0K | 0.15% | +1,000+41.9% | Added |
| Concord Wealth Partners | 3,382 | $537.6K | 0.09% | +2,480+274.9% | Added |
| Prentiss Smith & Co Inc | 3,355 | $533.3K | 0.37% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 4,140 | $531.1K | 0.07% | +300+7.8% | Added |
| Unique Wealth Strategies, LLC | 3,020 | $530.2K | 0.25% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 3,332 | $529.7K | 0.46% | 00.0% | Unchanged |
| Check Capital Management Inc | 3,327 | $528.9K | 0.04% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 3,324 | $528.4K | 0.01% | −626−15.8% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,319 | $527.5K | 0.31% | 00.0% | Unchanged |
| First Foundation Advisors | 3,310 | $526.2K | 0.02% | +276+9.1% | Added |
| Trillium Asset Management, LLC | 3,308 | $526.0K | 0.01% | −14−0.4% | Reduced |