13FPulse
GE

GE GENERAL ELECTRIC

2026Q2 · CUSIP 369604301 · Defense · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
3,353
Institutions that reported holding it to the SEC
Net increase in holders
+152
Last quarter 3,201 → now 3,353
How unusual is that
Top 1% in the market
Stronger buying than 99.0% of US stocks
What the filings say, in one paragraph

3,353 funds held GE at the end of 2026Q2, up 152 from the quarter before. That is stronger buying than 99.0% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $50.6B(YoY +21.7%), the P/E is 39.0x, return on equity is 50.9%. GE has had 17 buying rushes in its history, and the price moved +19.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector, tagged Defense.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=1 2014Q2: holders=1 2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=2 2016Q1: holders=5 2016Q2: holders=5 2016Q3: holders=5 2016Q4: holders=6 2017Q1: holders=6 2017Q2: holders=7 2017Q3: holders=6 2017Q4: holders=6 2018Q1: holders=7 2018Q2: holders=7 2018Q3: holders=7 2018Q4: holders=6 2019Q1: holders=7 2019Q2: holders=7 2019Q3: holders=8 2019Q4: holders=10 2020Q1: holders=10 2020Q2: holders=12 2020Q3: holders=10 2020Q4: holders=11 2021Q1: holders=13 2021Q2: holders=96 2021Q3: holders=1481 2021Q4: holders=1633 2022Q1: holders=1456 2022Q2: holders=1424 2022Q3: holders=1385 2022Q4: holders=1542 2023Q1: holders=1591 2023Q2: holders=1707 2023Q3: holders=1757 2023Q4: holders=1955 2024Q1: holders=2121 2024Q2: holders=2158 2024Q3: holders=2343 2024Q4: holders=2430 2025Q1: holders=2588 2025Q2: holders=2787 2025Q3: holders=2929 2025Q4: holders=3198 2026Q1: holders=3201 2026Q2: holders=3353 -1385 -692.5 +0 +692.5 +1385 017613521 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 17 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2025Q4 Top 1% in the market -10.2%
2025Q3 Top 1% in the market +11.7% +0.3%
2025Q2 Top 1% in the market +13.7% +23.1%
2025Q1 Top 1% in the market +13.2% +27.9%
2024Q4 Top 5% +11.5% +29.3%
2024Q3 Top 1% in the market +12.8% +30.2%
2024Q2 Top 10% +5.5% +24.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
390
Change in large funds
+37
Total value they hold
$308.2B
Funds buying for the first time
390
Funds that sold out entirely
238
Price change that quarter
+15.9%
Funds holding puts (bearish)
49
Funds holding calls (bullish)
52

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
39.0
EPS (TTM)
$8.49
EPS YoY
+18.4%
Revenue (TTM)
$50.6B
Revenue YoY
+21.7%
Net margin
17.7%
ROE
50.9%
Debt ratio
86.0%
FCF (TTM)
$8.4B
Dividend (TTM)
$1.66
Quarterly Revenue & EPS
2022-09-30: EPS 0.08 2022-12-31: EPS 1.90 2023-03-31: EPS 6.71 2023-06-30: EPS -0.02 2023-09-30: EPS 0.24 2023-12-31: EPS 1.44 2024-03-31: EPS 1.40 2024-06-30: EPS 1.15 2024-09-30: EPS 1.70 2024-12-31: EPS 1.75 2025-03-31: EPS 1.83 2025-06-30: EPS 1.89 2025-09-30: EPS 2.02 2025-12-31: EPS 2.40 2026-03-31: EPS 1.81 2026-06-30: EPS 2.26 0B 16.7B 33.5B $B -0.02 3.68 7.38 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 36 9 32 54 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-4.0B528M5.1B 20162017201820192020202120222023202420252026
Latest quarter $1.5B (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.