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 Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $16.62 B.
Top institutional holders include Chris Hohn and Nelson Peltz.
Notably, Nelson Peltz has expressed high conviction in this stock, allocating 31.16% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $71.93 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Joel Greenblatt reduced exposure by 32.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for GE Aerospace (GE)
Major holders include Chris Hohn ($14.63 B), Nelson Peltz ($1.24 B), Cliff Asness ($926.5 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 55.46 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $71.93 M, with 7 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited GE. The total reported sell value was $32.4 M.
Yes, 2 managers opened new positions in GE, and 5 increased their existing holdings. The total reported buy value was $104.33 M.
