Guru Ownership Over Time
Guru Analysis for GE Aerospace (GE)
GE Aerospace (GE), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.7 B.
Top institutional holders include Chris Hohn and Nelson Peltz.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 29.52% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $607.01 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Louis Moore Bacon reduced exposure by 35.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 27.12% | 47,510,431 | $14.29 B | Q3 2025 | ||
| 29.52% | 4,030,213 | $1.21 B | Q3 2025 | ||
| 0.56% | Reduce -4.1% | 2,961,084 | $874.5 M | Q3 2025 | |
| 0.26% | Reduce -18.6% | 303,774 | $91.38 M | Q3 2025 | |
| 0.15% | Reduce -8.7% | 131,528 | $39.57 M | Q3 2025 | |
| 0.23% | Reduce -0.8% | 80,102 | $24.1 M | Q3 2025 | |
| 0.03% | New Buy | 64,904 | $19.52 M | Q3 2025 | |
| 0.08% | Add 30.2% | 63,887 | $19.22 M | Q3 2025 | |
| 0.04% | Reduce -0.1% | 27,527 | $8.28 M | Q3 2025 | |
| 0.08% | Reduce -35.1% | 18,519 | $5.57 M | Q3 2025 | |
| 0.00% | Add 4.1% | 18,101 | $5.45 M | Q3 2025 | |
| 0.02% | 7,825 | $2.35 M | Q3 2025 | ||
| 0.02% | Reduce -0.3% | 6,479 | $1.95 M | Q3 2025 | |
| 0.01% | Reduce -13.1% | 4,393 | $1.32 M | Q3 2025 | |
| 0.09% | 2,053 | $617,583 | Q3 2025 | ||
| 0.23% | Reduce -12.4% | 1,317 | $396,180 | Q3 2025 | |
| 0.00% | New Buy | 736 | $221,404 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for GE Aerospace (GE)
Top Guru holders include Chris Hohn ($14.29 B), Nelson Peltz ($1.21 B), Cliff Asness ($874.5 M). Collectively, tracked Gurus hold 55.23 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $607.01 M, with 4 Gurus buying and 12 Gurus selling.
In the recent quarter, 9 Gurus reduced their positions, and 3 Gurus sold out of GE completely. Total sell value was $631.43 M.
Yes, 2 Gurus opened new positions in GE, and 2 added to their existing holdings. Total buy value was $24.42 M.