Institutional Ownership General Electric CO (GE)
This table provides information about the institutional ownership of General Electric CO (GE). We have compiled data on the 2,900 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $192 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
14,635
shares
|
$3.66 Million
1.7% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
14,617
shares
|
$3.66 Million
0.08% of portfolio
|
Q1 2025
Added 2.35%
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
14,595
shares
|
$3.65 Million
2.0% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
14,539
shares
|
$3.64 Million
0.59% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
14,479
shares
|
$3.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
14,478
shares
|
$3.62 Million
0.43% of portfolio
|
Q2 2025
Added 1.85%
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
14,411
shares
|
$3.61 Million
1.16% of portfolio
|
Q1 2025
Added 2.17%
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
14,404
shares
|
$3.61 Million
0.03% of portfolio
|
Q1 2025
Added 3.36%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
14,400
shares
|
$3.6 Million
0.07% of portfolio
|
Q1 2025
Added 240.99%
|
|
Surience Private Wealth LLC
|
Apr 24, 2025 Q1 2025 |
14,393
shares
|
$3.6 Million
5.1% of portfolio
|
Q1 2025
New holding
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
14,351
shares
|
$3.59 Million
0.03% of portfolio
|
Q1 2025
Added 251.05%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
14,316
shares
|
$3.58 Million
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
14,236
shares
|
$3.56 Million
0.36% of portfolio
|
Q1 2025
Added 20.93%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
14,201
shares
|
$3.55 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
14,197
shares
|
$3.55 Million
0.04% of portfolio
|
Q1 2025
Added 1.5%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
14,111
shares
|
$3.53 Million
0.21% of portfolio
|
Q1 2025
Added 3.39%
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
14,110
shares
|
$3.53 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,052
shares
|
$3.52 Million
0.02% of portfolio
|
Q2 2024
Added 9.9%
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
14,050
shares
|
$3.52 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
14,004
shares
|
$3.51 Million
0.08% of portfolio
|
Q4 2024
Reduced 32.2%
|
|
Family Legacy, Inc.
|
Apr 23, 2025 Q1 2025 |
13,904
shares
|
$3.48 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
13,882
shares
|
$3.48 Million
0.09% of portfolio
|
Q1 2025
Added 6.72%
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
13,875
shares
|
$3.47 Million
0.29% of portfolio
|
Q2 2025
Added 5.85%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,853
shares
|
$3.47 Million
0.08% of portfolio
|
Q1 2025
Added 52.1%
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
13,845
shares
|
$3.47 Million
0.1% of portfolio
|
Q1 2025
Added 3.75%
|