| 4 | STATE STREET CORP | 20.9M | $1.34B | +1.6% | 4.619% | 0.02% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.3M | $1.30B | +5.7% | 4.489% | 0.06% |
| 6 | Invesco Ltd. | 18.3M | $1.17B | +91.3% | 4.051% | 0.09% |
| 7 | HARRIS ASSOCIATES L P | 15.3M | $981.3M | -1.7% | 3.394% | 1.30% |
| 8 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13.5M | $861.3M | +13.2% | 2.979% | 2.61% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 12.9M | $820.8M | +3.8% | 2.850% | 0.04% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 12.3M | $784.2M | +22.9% | 2.712% | 2.29% |
| 11 | JPMORGAN CHASE & CO | 10.3M | $671.9M | +15.2% | 2.287% | 0.04% |
| 12 | MORGAN STANLEY | 6.2M | $398.4M | -6.3% | 1.378% | 0.02% |
| 13 | NORGES BANK | 5.8M | $372.8M | — | 1.289% | 0.04% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 5.4M | $345.8M | +0.0% | 1.196% | 0.06% |
| 15 | Boston Partners | 5.2M | $329.8M | +1.1% | 1.141% | 0.29% |
| 16 | VAN ECK ASSOCIATES CORP | 4.5M | $286.9M | +4.1% | 0.992% | 0.17% |
| 17 | GOLDMAN SACHS GROUP INC | 4.4M | $284.6M | +33.8% | 0.984% | 0.02% |
| 18 | NORTHERN TRUST CORP | 3.9M | $252.1M | -2.8% | 0.872% | 0.03% |
| 19 | BANK OF AMERICA CORP /DE/ | 3.2M | $208.0M | -21.4% | 0.720% | 0.01% |
| 20 | FMR LLC | 3.2M | $202.0M | +13.7% | 0.699% | 0.01% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.1M | $200.3M | -0.9% | 0.693% | 0.03% |
| 22 | TRIAN FUND MANAGEMENT, L.P. | 3.1M | $197.5M | +76194.4% | 0.683% | 4.67% |
| 23 | CITADEL ADVISORS LLC | 3.1M | $195.3M | +0.2% | 0.676% | 0.01% |
| 24 | Legal & General Group Plc | 2.8M | $177.4M | -4.2% | 0.614% | 0.04% |
| 25 | Bank of New York Mellon Corp | 2.6M | $169.0M | -6.4% | 0.585% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in GEHC — a direct measure of their conviction.
| 81.94% |
| 3.00 pp |
| $28.65B |
| +0.7% |
| Q4 2024 | 1,265 | +3.6% | 84.94% | +2.27 pp | $28.45B | 14% |
| Q3 2024 | 1,221 | — | 82.67% | — | $33.20B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
| 4K |
| $59.92 |
| $250K |
112 institutions opened new positions in GEHC during Q2 2026, while 165 fully exited. 221 added to existing positions and 832 trimmed.
GEHC institutional ownership rose by 0.60 percentage points quarter-over-quarter, with a net change of -34 holders.
The top 10 institutions account for 56.0% of all reported 13F value in GEHC, and the top 25 account for 73.2%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.