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 3,112 institutions that hold shares in the stock, with a total of 779 Million shares, which have been reported (via 13F filing form) to have a value of $234 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,951
shares
|
$587,290
0.06% of portfolio
|
Q2 2025
Added 11.17%
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,951
shares
|
$587,290
0.13% of portfolio
|
Q3 2024
New holding
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,950
shares
|
$586,989
0.25% of portfolio
|
Q2 2025
Added 13.7%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
1,946
shares
|
$585,784
0.01% of portfolio
|
Q2 2025
Reduced 17.3%
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
1,933
shares
|
$581,871
0.03% of portfolio
|
Q2 2025
Added 22.81%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,933
shares
|
$581,871
0.11% of portfolio
|
Q2 2023
New holding
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
1,930
shares
|
$580,968
0.15% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
1,930
shares
|
$580,968
0.46% of portfolio
|
Q2 2025
Reduced 45.59%
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jul 30, 2025 Q2 2025 |
1,928
shares
|
$580,366
0.2% of portfolio
|
Q2 2025
Added 2.39%
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
1,925
shares
|
$579,463
0.13% of portfolio
|
Q2 2025
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
1,919
shares
|
$577,657
0.22% of portfolio
|
Q1 2023
New holding
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,917
shares
|
$577,055
0.23% of portfolio
|
Q2 2025
Reduced 28.68%
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,914
shares
|
$576,152
0.3% of portfolio
|
Q2 2025
Added 1.54%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,912
shares
|
$575,550
0.1% of portfolio
|
Q2 2025
Reduced 31.05%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
1,911
shares
|
$575,249
0.08% of portfolio
|
Q2 2025
Added 5.52%
|
|
Wade Financial Advisory, Inc
|
May 09, 2025 Q1 2025 |
1,908
shares
|
$574,346
0.13% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
May 13, 2025 Q1 2025 |
1,906
shares
|
$573,744
0.09% of portfolio
|
Q1 2025
New holding
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
1,905
shares
|
$573,443
0.07% of portfolio
|
Q2 2025
Reduced 12.33%
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
1,901
shares
|
$572,239
0.17% of portfolio
|
Q2 2025
Added 0.64%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,900
shares
|
$571,938
0.2% of portfolio
|
Q2 2025
New holding
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,896
shares
|
$570,733
0.09% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
1,890
shares
|
$568,927
0.05% of portfolio
|
Q2 2025
Reduced 20.92%
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,884
shares
|
$567,121
0.92% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
1,883
shares
|
$566,820
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,877
shares
|
$565,014
0.05% of portfolio
|
Q3 2024
Added 1.75%
|