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 3,030 institutions that hold shares in the stock, with a total of 762 Million shares, which have been reported (via 13F filing form) to have a value of $210 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
792
shares
|
$217,807
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
791
shares
|
$217,532
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
790
shares
|
$217,257
0.0% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
790
shares
|
$217,257
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
789
shares
|
$216,982
0.03% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jul 17, 2025 Q2 2025 |
789
shares
|
$216,982
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
788
shares
|
$216,707
0.04% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
788
shares
|
$216,707
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
786
shares
|
$216,157
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
782
shares
|
$215,057
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
782
shares
|
$215,057
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
781
shares
|
$214,782
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
781
shares
|
$214,782
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
772
shares
|
$212,307
0.09% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
767
shares
|
$210,932
0.11% of portfolio
|
Q2 2025
Added 39.71%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
760
shares
|
$209,007
0.06% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
758
shares
|
$208,457
0.05% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
743
shares
|
$204,332
0.01% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
731
shares
|
$201,032
0.06% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
717
shares
|
$197,182
0.1% of portfolio
|
Q2 2025
Reduced 12.56%
|
|
|
Core Alternative Capital
|
Aug 05, 2025 Q2 2025 |
710
shares
|
$195,257
0.05% of portfolio
|
Q2 2025
Added 115.81%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 08, 2025 Q1 2025 |
694
shares
|
$190,856
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
674
shares
|
$185,356
0.01% of portfolio
|
Q2 2023
Added 9.59%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
671
shares
|
$184,531
0.14% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
669
shares
|
$183,981
0.05% of portfolio
|
Q2 2025
Added 3.4%
|