| 4 | STATE STREET CORP | 11.8M | $13.83B | +3.3% | 4.417% | 0.20% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 6.3M | $7.44B | -0.6% | 2.383% | 0.40% |
| 6 | JPMORGAN CHASE & CO | 6.3M | $6.89B | -7.4% | 2.348% | 0.38% |
| 7 | MORGAN STANLEY | 5.7M | $6.72B | -10.3% | 2.146% | 0.36% |
| 8 | Capital World Investors | 5.0M | $5.88B | +17.5% | 1.880% | 0.70% |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.7M | $5.55B | -1.6% | 1.774% | 0.25% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4.6M | $5.44B | +8.7% | 1.737% | 0.42% |
| 11 | JANE STREET GROUP, LLC | 3.9M | $4.58B | +26.8% | 1.463% | 0.38% |
| 12 | Fisher Asset Management, LLC | 3.6M | $4.18B | +90036.2% | 1.337% | 1.25% |
| 13 | NORGES BANK | 3.4M | $4.02B | — | 1.284% | 0.40% |
| 14 | GOLDMAN SACHS GROUP INC | 3.1M | $3.67B | +35.3% | 1.172% | 0.32% |
| 15 | NORTHERN TRUST CORP | 2.8M | $3.29B | +0.5% | 1.052% | 0.38% |
| 16 | Invesco Ltd. | 2.6M | $3.07B | +26.7% | 0.981% | 0.24% |
| 17 | CITADEL ADVISORS LLC | 2.6M | $3.07B | +13.2% | 0.980% | 0.18% |
| 18 | COATUE MANAGEMENT LLC | 2.6M | $3.01B | -0.5% | 0.961% | 6.18% |
| 19 | BANK OF AMERICA CORP /DE/ | 2.5M | $2.96B | -3.0% | 0.946% | 0.19% |
| 20 | Bank of New York Mellon Corp | 2.1M | $2.50B | -6.2% | 0.798% | 0.41% |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $2.48B | +7.8% | 0.794% | 0.33% |
| 22 | UBS Group AG | 2.1M | $2.43B | +13.8% | 0.777% | 0.31% |
| 23 | Jupiter Topco LLC | 2.0M | $2.37B | — | 0.758% | 0.97% |
| 24 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.8M | $2.13B | -1.8% | 0.680% | 0.39% |
| 25 | Nuveen, LLC | 1.6M | $1.91B | -10.0% | 0.611% | 0.46% |
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 GEV — a direct measure of their conviction.
| 78.54% |
| +0.01 pp |
| $62.67B |
| 8.6% |
| Q4 2024 | 1,801 | +17% | 78.53% | 3.97 pp | $68.54B | +30% |
| Q3 2024 | 1,542 | — | 82.50% | — | $52.67B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
425 institutions opened new positions in GEV during Q2 2026, while 120 fully exited. 2,691 added to existing positions and 210 trimmed.
GEV institutional ownership rose by 4.28 percentage points quarter-over-quarter, with a net change of +352 holders.
The top 10 institutions account for 45.4% of all reported 13F value in GEV, and the top 25 account for 63.2%.
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.