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, Q2 2026
Institutional positions in General Electric Co as of Jun 30, 2026. 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
- 3,458
- +258 vs. Q1 2026
- Shares held
- 826.2M
- +13.5M (+1.7%) vs. Q1 2026
- Total value
- $308.1B
- +$78.1B (+34.0%) vs. Q1 2026
- New holders
- 398
- 1,434 more added
- Sold out
- 140
- 1,168 more reduced
35 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding General Electric Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Johnson Financial Group, LLC | 1,794 | $670.5K | 0.04% | +626+53.6% | Added |
| Drucker Wealth 3.0, LLC | 1,799 | $672.3K | 0.11% | −13−0.7% | Reduced |
| Nabity-Jensen Investment Management Inc | 1,799 | $672.3K | 0.41% | +500+38.5% | Added |
| Wiregrass Investment Management LLC | 1,799 | $672.4K | 0.46% | −3,681−67.2% | Reduced |
| Hidden Cove Wealth Management, LLC | 1,802 | $673.5K | 0.37% | +170+10.4% | Added |
| Dynasty Wealth Management, LLC | 1,803 | $673.7K | 0.01% | −445−19.8% | Reduced |
| Visionary Wealth Advisors | 1,803 | $673.8K | 0.03% | +483+36.6% | Added |
| American Investment Services, Inc. | 1,803 | $673.8K | 0.14% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,803 | $673.9K | 0.03% | +57+3.3% | Added |
| LS Investment Advisors, LLC | 1,806 | $675.0K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 1,807 | $675.2K | 0.07% | +251+16.1% | Added |
| Advus Financial Partners, LLC | 1,808 | $675.7K | 0.15% | −67−3.6% | Reduced |
| Intrepid Financial Planning Group LLC | 1,808 | $675.7K | 0.23% | 00.0% | Unchanged |
| Smith, Salley & Associates | 1,808 | $675.7K | 0.03% | +91+5.3% | Added |
| SHP Wealth Management | 1,808 | $675.8K | 0.05% | +78+4.5% | Added |
| Fusion Capital, LLC | 1,812 | $677.2K | 0.16% | +2+0.1% | Added |
| Lewis Asset Management, LLC | 1,814 | $677.8K | 0.24% | +300+19.8% | Added |
| GHP Investment Advisors, Inc. | 1,816 | $678.6K | 0.02% | +800+78.7% | Added |
| Cowa, LLC | 1,816 | $678.7K | 0.17% | 00.0% | Unchanged |
| Willow Creek Capital Management, Inc. | 1,819 | $679.8K | 0.66% | +1,819 | New |
| Expressive Wealth LLC | 1,821 | $680.6K | 0.64% | −75−4.0% | Reduced |
| Raleigh Capital Management Inc. | 1,822 | $681.1K | 0.22% | +82+4.7% | Added |
| Duncan Williams Asset Management, LLC | 1,830 | $684.0K | 0.15% | +1,830 | New |
| Richard Young Associates, Ltd. | 1,833 | $685.0K | 0.46% | +1,833 | New |
| Vicus Capital | 1,836 | $686.3K | 0.04% | +9+0.5% | Added |
| Kinetic Wealth Investment Advisors LLC | 1,838 | $687.0K | 0.32% | +1,838 | New |
| Papp L Roy & Associates | 1,839 | $687.3K | 0.07% | +30+1.7% | Added |
| First Nebraska Trust Co | 1,840 | $687.7K | 0.06% | −8−0.4% | Reduced |
| Financial Council Asset Management Inc | 1,847 | $690.3K | 0.22% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,850 | $691.0K | 0.06% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 1,852 | $692.2K | 0.06% | +97+5.5% | Added |
| Sutton Place Investors LLC | 1,860 | $695.1K | 0.34% | −11−0.6% | Reduced |
| Harbour Trust & Investment Management Co | 1,864 | $696.6K | 0.07% | +100+5.7% | Added |
| Successful Portfolios LLC | 1,944 | $698.1K | 0.33% | −59−2.9% | Reduced |
| Highline Wealth Partners LLC | 1,869 | $698.6K | 0.14% | +1,231+192.9% | Added |
| McDonald Partners LLC | 1,870 | $698.7K | 0.17% | −12,569−87.0% | Reduced |
| Quadcap Wealth Management, LLC | 1,872 | $699.6K | 0.07% | +105+5.9% | Added |
| Resurgent Financial Advisors LLC | 1,875 | $700.7K | 0.20% | +1,875 | New |
| ProVise Management Group, LLC | 1,877 | $701.4K | 0.05% | −29−1.5% | Reduced |
| Summit Wealth Group, LLC | 1,885 | $704.5K | 0.14% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,887 | $705.1K | 0.05% | −96−4.8% | Reduced |
| Consultiva Wealth Management, Corp. | 1,895 | $708.2K | 1.60% | −6−0.3% | Reduced |
| Severin Investments, LLC | 1,896 | $708.6K | 0.53% | −202−9.6% | Reduced |
| MV Capital Management, Inc. | 1,901 | $710.5K | 0.06% | +20+1.1% | Added |
| Chatterton & Associates Inc. | 1,985 | $712.7K | 0.42% | −105−5.0% | Reduced |
| Advisortrust Partners, LLC | 1,910 | $713.8K | 0.24% | +111+6.2% | Added |
| Prestige Wealth Management Group LLC | 1,910 | $713.9K | 0.13% | +32+1.7% | Added |
| Bridgefront Capital, LLC | 1,913 | $714.9K | 0.19% | −3,505−64.7% | Reduced |
| LifeWealth Investments, LLC | 1,913 | $715.0K | 0.19% | +36+1.9% | Added |
| Dopkins Wealth Management, LLC | 1,917 | $716.4K | 0.26% | −653−25.4% | Reduced |
| 4J Wealth Management LLC | 1,919 | $717.2K | 0.35% | −48−2.4% | Reduced |
| Mindset Wealth Management, LLC | 1,919 | $717.2K | 0.14% | +110+6.1% | Added |
| Roberts Glore & Co Inc | 1,923 | $718.7K | 0.18% | −3−0.2% | Reduced |
| Knightsbridge Asset Management, LLC | 1,924 | $719.1K | 0.09% | −878−31.3% | Reduced |
| Clearwater Capital Advisors, LLC | 1,928 | $720.5K | 0.05% | +47+2.5% | Added |
| Cascades Capital Asset Management, LLC | 1,931 | $721.7K | 0.27% | +14+0.7% | Added |
| AGH Wealth Advisors, LLC | 1,935 | $723.2K | 0.46% | +80+4.3% | Added |
| Seven Springs Wealth Group, LLC | 1,936 | $723.5K | 0.16% | 00.0% | Unchanged |
| Conscious Wealth Investments, LLC | 2,124 | $723.6K | 0.37% | −11−0.5% | Reduced |
| Invenio Wealth Partners LLC | 1,939 | $724.7K | 0.26% | −173−8.2% | Reduced |
| Ballast, Inc. | 1,942 | $725.8K | 0.14% | +1,112+134.0% | Added |
| North Berkeley Wealth Management, LLC | 1,944 | $726.5K | 0.29% | −65−3.2% | Reduced |
| Laurel Wealth Advisors LLC | 1,944 | $726.7K | 0.07% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,946 | $727.3K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 1,947 | $727.7K | 0.15% | −5−0.3% | Reduced |
| BlueStem Wealth Partners, LLC | 1,948 | $727.9K | 0.07% | +33+1.7% | Added |
| Sienna Gestion | 1,930 | $729.3K | 0.04% | +1,930 | New |
| Red Door Wealth Management, LLC | 1,954 | $730.4K | 0.07% | −1,004−33.9% | Reduced |
| Marathon Capital Management | 1,955 | $730.6K | 0.15% | −90−4.4% | Reduced |
| TCFG Investment Advisors, LLC | 1,956 | $731.1K | 0.25% | +160+8.9% | Added |
| Lumbard & Kellner, LLC | 1,958 | $731.8K | 0.22% | −25−1.3% | Reduced |
| Allen Capital Group, LLC | 1,959 | $732.1K | 0.06% | +58+3.1% | Added |
| Verus Financial Partners, Inc. | 1,961 | $732.8K | 0.06% | −134−6.4% | Reduced |
| Charles Schwab Trust Co | 1,961 | $732.9K | 0.04% | +375+23.6% | Added |
| Shum Financial Group, Inc. | 1,967 | $735.2K | 0.44% | +5+0.3% | Added |
| Elevated Capital Advisors, LLC | 1,968 | $735.3K | 0.20% | −1,244−38.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,969 | $735.9K | 0.05% | −72−3.5% | Reduced |
| Creative Financial Designs Inc | 1,971 | $736.8K | 0.04% | +405+25.9% | Added |
| Van Hulzen Asset Management, LLC | 1,973 | $737.5K | 0.05% | −25−1.3% | Reduced |
| Greenfield Savings Bank | 1,979 | $739.6K | 0.28% | 00.0% | Unchanged |
| American Trust | 1,980 | $740.0K | 0.06% | +50+2.6% | Added |
| Kozak & Associates, Inc. | 1,977 | $741.2K | 0.13% | +180+10.0% | Added |
| Retirement Capital Strategies | 1,991 | $744.1K | 0.26% | 00.0% | Unchanged |
| Kentucky Trust Co | 1,999 | $747.1K | 0.36% | −160−7.4% | Reduced |
| Rialto Wealth Management, LLC | 1,999 | $747.1K | 0.15% | +18+0.9% | Added |
| Cresta Advisors, Ltd. | 2,000 | $747.5K | 0.27% | −500−20.0% | Reduced |
| Tevis Investment Management | 2,002 | $748.2K | 0.41% | −83−4.0% | Reduced |
| Entelevest, LLC | 2,005 | $749.3K | 0.66% | −177−8.1% | Reduced |
| Compass Ion Advisors, LLC | 2,021 | $755.3K | 0.07% | −2−0.1% | Reduced |
| Basepoint Wealth LLC | 2,029 | $758.4K | 0.43% | −19−0.9% | Reduced |
| Westbourne Investment Advisors, Inc. | 2,030 | $758.7K | 0.21% | +60+3.0% | Added |
| FORA Capital, LLC | 2,033 | $759.1K | 0.05% | +2,033 | New |
| Portland Global Advisors LLC | 2,033 | $759.8K | 0.07% | 00.0% | Unchanged |
| Sandler Capital Management | 2,034 | $760.2K | 0.45% | −1,766−46.5% | Reduced |
| Dover Advisors, LLC | 2,466 | $760.5K | 0.31% | +500+25.4% | Added |
| Vaughan David Investments LLC | 2,035 | $761.0K | 0.02% | −25−1.2% | Reduced |
| Northwest Wealth Management, LLC | 2,039 | $762.2K | 0.10% | +11+0.5% | Added |
| Brown, Lisle/Cummings, Inc. | 2,044 | $763.9K | 0.17% | −20−1.0% | Reduced |
| Cidel Asset Management Inc | 2,047 | $765.0K | 0.04% | 00.0% | Unchanged |
| David J Yvars Group | 2,048 | $765.6K | 0.38% | −1,015−33.1% | Reduced |