New Positions
3 managers initiated
Top five by reported value
General Electric Co NEW YORK STOCK EXCHANGE, INC.:GE
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
3 new2 added18 reduced4 exited
Total Institutional Holders
23
as of 2025-12-31
Top Holder
Swiss Life Asset Management Ltd
$295.1M
Largest QoQ Increase
Swiss Life Asset Management Ltd
+13,614,601 sh
Largest QoQ Decrease
Caldwell Trust Co
-24,689 sh
New Positions(3)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 13,614,601 | +13,614,601 | $295.1M | +$295.1M | — |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 658 | +658 | $202.5K | +$202.5K | — |
| Sawyer & Company, Inc | 118 | +118 | $36.3K | +$36.3K | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SCHULHOFF & CO INC | 6,694 | +3 | $2.1M | +$49.1K | 0.0% |
| MOUNT VERNON ASSOCIATES INC /MD/ | 11,293 | +200 | $3.5K | +$142 | 1.8% |
Reduced(18)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Tandem Investment Advisors, Inc. | 1,201 | -208 | $369.9K | +$369.5K | -14.8% |
| Norman Fields, Gottscho Capital Management, LLC | 940 | 0 | $289.5K | +$289.3K | 0.0% |
| CACTI ASSET MANAGEMENT LLC | 8,687 | 0 | $2.7M | +$144.2K | 0.0% |
| HOERTKORN RICHARD CHARLES | 64,643 | -1,375 | $19.9M | +$52.4K | -2.1% |
| Athena Investment Management | 8,368 | -55 | $2.6M | +$43.8K | -0.7% |
| Blue Edge Capital, LLC | 6,931 | -300 | $2.1M | -$40.3K | -4.1% |
| Byrne Asset Management LLC | 6,156 | -246 | $1.9M | -$29.6K | -3.8% |
| CHECK CAPITAL MANAGEMENT INC/CA | 3,240 | 0 | $998.0K | +$23.4K | 0.0% |
| Cascades Capital Asset Management, LLC | 1,917 | 0 | $590.5K | +$13.8K | 0.0% |
| STALEY CAPITAL ADVISERS INC | 2,286 | -100 | $704.3K | -$13.6K | -4.2% |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,394 | 0 | $429.4K | +$10.1K | 0.0% |
| Pinnacle Holdings, LLC | 1,501 | -5 | $462.5K | +$9.3K | -0.3% |
| Aldebaran Capital, LLC | 1,251 | -5 | $385.3K | +$7.5K | -0.4% |
| WEST MICHIGAN ADVISORS, LLC | 1,030 | 0 | $317.6K | +$7.4K | 0.0% |
| Your Advocates Ltd., LLP | 350 | 0 | $107.8K | +$2.5K | 0.0% |
| Front Street Capital Management, Inc. | 207,821 | -11,661 | $64.0K | -$2.0K | -5.3% |
| Lummis Asset Management, LP | 12 | 0 | $3.7K | +$86 | 0.0% |
| Opus Capital Group, LLC | 954 | 0 | $294 | +$7 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Caldwell Trust Co | 0 | -24,689 | $0 | -$275.5K | — |
| WEDGEWOOD INVESTORS INC /PA/ | 0 | -694 | $0 | -$208.8K | — |
| Stuart Chaussee & Associates, Inc. | 0 | -31 | $0 | -$9.3K | — |
| West Oak Capital, LLC | 0 | -45 | $0 | -$135 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 13,614,601 | $295.1M | +13,614,601 | — |
| HOERTKORN RICHARD CHARLES | 64,643 | $19.9M | -1,375 | -2.1% |
| CACTI ASSET MANAGEMENT LLC | 8,687 | $2.7M | 0 | 0.0% |
| Athena Investment Management | 8,368 | $2.6M | -55 | -0.7% |
| Blue Edge Capital, LLC | 6,931 | $2.1M | -300 | -4.1% |
| SCHULHOFF & CO INC | 6,694 | $2.1M | +3 | 0.0% |
| Byrne Asset Management LLC | 6,156 | $1.9M | -246 | -3.8% |
| CHECK CAPITAL MANAGEMENT INC/CA | 3,240 | $998.0K | 0 | 0.0% |
| STALEY CAPITAL ADVISERS INC | 2,286 | $704.3K | -100 | -4.2% |
| Cascades Capital Asset Management, LLC | 1,917 | $590.5K | 0 | 0.0% |
| Pinnacle Holdings, LLC | 1,501 | $462.5K | -5 | -0.3% |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | 1,394 | $429.4K | 0 | 0.0% |
| Aldebaran Capital, LLC | 1,251 | $385.3K | -5 | -0.4% |
| Tandem Investment Advisors, Inc. | 1,201 | $369.9K | -208 | -14.8% |
| WEST MICHIGAN ADVISORS, LLC | 1,030 | $317.6K | 0 | 0.0% |
| Norman Fields, Gottscho Capital Management, LLC | 940 | $289.5K | 0 | 0.0% |
| SHAKESPEARE WEALTH MANAGEMENT, INC. | 658 | $202.5K | +658 | — |
| Your Advocates Ltd., LLP | 350 | $107.8K | 0 | 0.0% |
| Front Street Capital Management, Inc. | 207,821 | $64.0K | -11,661 | -5.3% |
| Sawyer & Company, Inc | 118 | $36.3K | +118 | — |
New & Closed Positions this quarter
Closed Positions
4 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for GE against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.