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 2,905 institutions that hold shares in the stock, with a total of 760 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,681
shares
|
$703,333
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
2,674
shares
|
$701,497
0.05% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Security Financial Services, Inc.
|
May 07, 2025 Q1 2025 |
2,669
shares
|
$700,185
0.11% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
2,665
shares
|
$699,136
0.27% of portfolio
|
Q1 2025
Added 42.82%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
2,664
shares
|
$698,873
0.16% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
2,661
shares
|
$698,086
0.05% of portfolio
|
Q1 2025
Added 95.09%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
2,660
shares
|
$697,824
0.1% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
2,657
shares
|
$697,037
0.06% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
2,656
shares
|
$696,775
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
2,655
shares
|
$696,512
0.19% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,650
shares
|
$695,200
0.05% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,640
shares
|
$692,577
0.38% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
2,630
shares
|
$689,954
0.12% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Lauterbach Financial Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,630
shares
|
$689,954
0.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
2,615
shares
|
$686,019
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
2,613
shares
|
$685,494
0.09% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
2,613
shares
|
$685,494
0.05% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
2,612
shares
|
$685,232
0.07% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,607
shares
|
$683,920
0.06% of portfolio
|
Q2 2023
Reduced 2.32%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
2,607
shares
|
$683,920
0.3% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,606
shares
|
$683,658
0.04% of portfolio
|
Q1 2024
Added 4.74%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,592
shares
|
$679,985
0.02% of portfolio
|
Q4 2024
Reduced 23.97%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,587
shares
|
$678,673
0.26% of portfolio
|
Q2 2025
Added 53.26%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
2,578
shares
|
$676,312
0.64% of portfolio
|
Q1 2025
Added 77.43%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,569
shares
|
$673,951
0.05% of portfolio
|
Q1 2025
Added 18.44%
|