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 3,295 institutions that hold shares in the stock, with a total of 759 Million shares, which have been reported (via 13F filing form) to have a value of $228 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
269
shares
|
$80,734
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
265
shares
|
$79,534
0.02% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
262
shares
|
$78,634
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
262
shares
|
$78,634
0.01% of portfolio
|
Q1 2025
Added 91.24%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
253
shares
|
$75,932
0.01% of portfolio
|
Q1 2025
Reduced 23.56%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
252
shares
|
$75,632
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Horrell Capital Management, Inc.
|
Nov 07, 2025 Q3 2025 |
250
shares
|
$75,032
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
250
shares
|
$75,032
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
246
shares
|
$73,831
0.02% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
243
shares
|
$72,931
0.01% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
243
shares
|
$72,931
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
242
shares
|
$72,631
0.02% of portfolio
|
Q4 2025
Added 11.01%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
241
shares
|
$72,331
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
239
shares
|
$71,731
0.01% of portfolio
|
Q3 2025
Added 7.17%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
239
shares
|
$71,731
0.01% of portfolio
|
Q4 2024
Added 30.6%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
238
shares
|
$71,430
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
230
shares
|
$69,029
0.15% of portfolio
|
Q3 2025
Reduced 93.68%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
228
shares
|
$68,429
0.04% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
226
shares
|
$67,829
0.02% of portfolio
|
Q4 2024
Added 38.65%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
224
shares
|
$67,229
0.03% of portfolio
|
Q4 2022
Reduced 21.68%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
218
shares
|
$65,428
0.0% of portfolio
|
Q3 2025
Reduced 35.5%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
212
shares
|
$63,627
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
208
shares
|
$62,427
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
206
shares
|
$61,826
0.04% of portfolio
|
Q2 2025
Added 8.99%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
205
shares
|
$61,526
0.01% of portfolio
|
Q3 2025
Added 28.13%
|
|