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GE Aerospace

GE Industrials
$335.3 +$2.54 (0.76%)
Market Cap: $349.83 B
Gurus Holding
19
Popularity Rank
#41
% of Shares Held
5.42%
Net Activity (Q1 2026)
+$311.61 M

Guru Ownership Trend

Guru Analysis for GE Aerospace (GE)

GE Aerospace (GE), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $18.97 B.

Top institutional holders include Chris Hohn and Nelson Peltz.

Notably, Chris Hohn has expressed high conviction in this stock, allocating 29.85% of their equity portfolio to it.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $311.61 M net inflow during the quarter.

Recent activity highlights Manning & Napier Group who increased their stake by 104.8%. Conversely, Ken Fisher reduced exposure by 38.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$331.23 M
Total Buy Value
New Buys 2
Additions 8
-$19.62 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
10

FAQs for GE Aerospace (GE)

Major holders include Chris Hohn ($13.48 B), Nelson Peltz ($1.14 B), Cliff Asness ($1.1 B). According to the latest reported data, 19 tracked investment managers collectively hold approximately 56.58 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $311.61 M, with 10 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited GE. The total reported sell value was $19.62 M.

Yes, 2 managers opened new positions in GE, and 8 increased their existing holdings. The total reported buy value was $331.23 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
29.85% 47,510,431 $13.48 B Q1 2026
29.63% 4,030,765 $1.14 B Q1 2026
0.51% Add 31.3% 3,947,747 $1.1 B Q1 2026
0.18% Add 82.1% 414,078 $117.5 M Q1 2026
0.23% Add 6.2% 321,662 $91.28 M Q1 2026
0.15% Reduce -29.3% 120,607 $34.22 M Q1 2026
0.22% Add 0.0% 78,986 $22.41 M Q1 2026
0.04% Add 12.2% 48,049 $13.63 M Q1 2026
0.07% Reduce -19.7% 36,144 $10.26 M Q1 2026
0.02% New Buy 29,276 $8.31 M Q1 2026
0.00% Reduce -38.9% 15,670 $4.45 M Q1 2026
0.02% Reduce -3.2% 7,525 $2.14 M Q1 2026
0.02% Add 0.1% 6,418 $1.82 M Q1 2026
0.01% Reduce -3.2% 3,723 $1.06 M Q1 2026
0.09% Add 1.6% 2,086 $591,944 Q1 2026
0.25% Reduce -2.1% 1,282 $363,793 Q1 2026
0.05% New Buy 784 $222,476 Q1 2026
0.00% 736 $208,855 Q1 2026
0.00% Add 104.8% 86 $23,500 Q1 2026
Date
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Value
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