GE AEROSPACE GE
COM NEW · Common Stock · CUSIP 369604301 · ISIN US3696043013
American aircraft engine supplier
- SectorIndustrials
- IndustryElectronic & Other Electrical Equipment (No Computer Equip)
- HeadquartersEvendale, OH
- Founded1892
- Websitegeaerospace.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($451.6m this quarter). Holder counts are more reliable. Shares outstanding: 1.1bn as of 2025-01-15, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $166.57. Options: 54 managers hold calls ($2.2bn notional), 51 hold puts ($1.9bn).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,393 |
| Q4 2022 | 1,545 |
| Q1 2023 | 1,593 |
| Q2 2023 | 1,711 |
| Q3 2023 | 1,761 |
| Q4 2023 | 1,962 |
| Q1 2024 | 2,124 |
| Q2 2024 | 2,157 |
| Q3 2024 | 2,344 |
| Q4 2024 | 2,432 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 686 | 738 |
| Q2 2023 | 772 | 705 |
| Q3 2023 | 760 | 734 |
| Q4 2023 | 836 | 808 |
| Q1 2024 | 1,062 | 866 |
| Q2 2024 | 1,120 | 844 |
| Q3 2024 | 1,182 | 817 |
| Q4 2024 | 1,100 | 952 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $3.8bn | $2.4bn | 0.63 |
| Q2 2024 | $3.0bn | $1.9bn | 0.63 |
| Q3 2024 | $3.7bn | $2.5bn | 0.66 |
| Q4 2024 | $2.2bn | $1.9bn | 0.85 |
Biggest buyers
| BNP PARIBAS FINANCIAL MARKETS | New | +4.5m |
| WELLS FARGO & COMPANY/MN | Added | +2.8m |
| BlackRock, Inc. | Added | +2.5m |
| BANK OF AMERICA CORP /DE/ | Added | +1.7m |
| JANUS HENDERSON GROUP PLC | Added | +1.7m |
| CREDIT AGRICOLE S A | Added | +1.6m |
| MACKENZIE FINANCIAL CORP | Added | +1.4m |
| Invesco Ltd. | Added | +1.2m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +1.2m |
| MACQUARIE GROUP LTD | Added | +1.2m |
Biggest sellers
| Capital Research Global Investors | Reduced | -10.7m |
| JPMORGAN CHASE & CO | Reduced | -4.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -3.2m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -3.2m |
| TCI FUND MANAGEMENT LTD | Reduced | -2.2m |
| Capital World Investors | Reduced | -2.1m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -1.7m |
| Amundi | Reduced | -1.5m |
| Capital International Investors | Reduced | -1.4m |
| MARSHALL WACE, LLP | Reduced | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $386.4m2.3m shares |
| CITADEL ADVISORS LLC | Reduced | $319.3m1.9m shares |
| GOLDMAN SACHS GROUP INC | Added | $239.4m1.4m shares |
| JPMORGAN CHASE & CO | Reduced | $155.9m934.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $118.5m710.6k shares |
| Squarepoint Ops LLC | Added | $98.0m587.4k shares |
| JANE STREET GROUP, LLC | Reduced | $94.0m563.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $79.3m491.8k shares |
| IMC-Chicago, LLC | Reduced | $76.2m456.8k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $75.6m453.1k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $363.4m2.2m shares |
| CITADEL ADVISORS LLC | Reduced | $284.9m1.7m shares |
| Squarepoint Ops LLC | Added | $96.3m577.4k shares |
| JPMORGAN CHASE & CO | Reduced | $94.2m564.6k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $91.3m547.5k shares |
| IMC-Chicago, LLC | Added | $85.3m511.7k shares |
| JANE STREET GROUP, LLC | Added | $73.8m442.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $70.9m4.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $64.7m349.8k shares |
| UBS Group AG | Added | $61.9m371.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-01-31 | 7.6% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.3% |
Fell to 5% or below in the last year: FMR LLC (5.0%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 0 | — | — |
| Q2 2023 | 0 | — | 3 | $24.1m | — |
| Q3 2023 | 0 | — | 1 | $13.0m | — |
| Q4 2023 | 0 | — | 1 | $1.8m | — |
| Q1 2024 | 0 | — | 1 | $5.0m | — |
| Q2 2024 | 0 | — | 5 | $10.2m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 3 | $8.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-22 | Giglietti Robert M. Vice President | Sold | $1.4m8.0k shares |
| 2024-11-21 | Giglietti Robert M. Vice President | Sold | $2.8m15.7k shares |
| 2024-11-18 | Stokes Russell Senior Vice President | Sold | $2.8m15.6k shares |
| 2024-11-06 | Procacci Riccardo Senior Vice President | Sold | $1.3m7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.26% of their portfolio | 89.8m $15.0bn | Added +410.2k |
| BlackRock, Inc. 0.28% of their portfolio | 82.4m $13.8bn | Added +2.5m |
| FMR LLC 0.67% of their portfolio | 66.8m $11.1bn | Added +965.0k |
| Capital International Investors 1.49% of their portfolio | 47.7m $8.0bn | Reduced -1.4m |
| TCI FUND MANAGEMENT LTD 18.09% of their portfolio | 46.0m $7.7bn | Reduced -2.2m |
| STATE STREET CORP 0.29% of their portfolio | 44.0m $7.4bn | Added +719.7k |
| Capital Research Global Investors 1.44% of their portfolio | 42.0m $7.0bn | Reduced -10.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.45% of their portfolio | 23.6m $3.9bn | Reduced -3.2m |
| GEODE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 23.1m $3.8bn | Added +529.5k |
| Capital World Investors 0.51% of their portfolio | 20.2m $3.4bn | Reduced -2.1m |
| Newport Trust Company, LLC 6.11% of their portfolio | 15.1m $2.5bn | Reduced -504.2k |
| NORGES BANK 0.31% of their portfolio | 14.2m $2.4bn | Added +993.3k |
| Dodge & Cox 1.37% of their portfolio | 14.2m $2.4bn | Reduced -15.7k |
| MORGAN STANLEY 0.14% of their portfolio | 11.8m $2.0bn | Added +381.7k |
| NORTHERN TRUST CORP 0.24% of their portfolio | 10.0m $1.7bn | Added +553.1k |
| Invesco Ltd. 0.29% of their portfolio | 9.5m $1.6bn | Added +1.2m |
| JENNISON ASSOCIATES LLC 0.80% of their portfolio | 7.9m $1.3bn | Added +106.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 1.20% of their portfolio | 7.6m $1.3bn | Added +781.6k |
| BANK OF AMERICA CORP /DE/ 0.11% of their portfolio | 7.2m $1.2bn | Added +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% of their portfolio | 7.2m $1.2bn | Added +628.5k |
| Bank of New York Mellon Corp 0.21% of their portfolio | 6.8m $1.1bn | Added +115.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.21% of their portfolio | 6.7m $1.1bn | Added +202.2k |
| Legal & General Group Plc 0.27% of their portfolio | 6.2m $1.0bn | Reduced -383.3k |
| BROWN ADVISORY INC 1.29% of their portfolio | 6.1m $1.0bn | Added +214.0k |
| WELLS FARGO & COMPANY/MN 0.23% of their portfolio | 5.8m $969.4m | Added +2.8m |
| WCM INVESTMENT MANAGEMENT, LLC 2.15% of their portfolio | 5.4m $915.5m | Reduced -96.9k |
| GOLDMAN SACHS GROUP INC 0.17% of their portfolio | 5.3m $878.1m | Added +127.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.58% of their portfolio | 4.5m $748.2m | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.77% of their portfolio | 4.3m $722.8m | Reduced -1.7m |
| UBS Group AG 0.15% of their portfolio | 4.1m $687.3m | Added +895.0k |
| TRIAN FUND MANAGEMENT, L.P. 17.32% of their portfolio | 4.0m $672.2m | Unchanged |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.61% of their portfolio | 4.0m $665.1m | Unchanged |
| ROYAL BANK OF CANADA 0.14% of their portfolio | 3.8m $640.1m | Added +659.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.20% of their portfolio | 3.7m $620.8m | Reduced -384.6k |
| AQR CAPITAL MANAGEMENT LLC 0.79% of their portfolio | 3.7m $614.5m | Added +403.3k |
| JANUS HENDERSON GROUP PLC 0.30% of their portfolio | 3.6m $597.4m | Added +1.7m |
| Nuveen Asset Management, LLC 0.16% of their portfolio | 3.5m $576.0m | Added +839.0k |
| Swiss National Bank 0.34% of their portfolio | 3.1m $510.9m | Reduced -185.8k |
| Baird Financial Group, Inc. 0.97% of their portfolio | 3.0m $507.5m | Added +193.5k |
| AKO CAPITAL LLP 6.21% of their portfolio | 2.7m $449.2m | Added +44.8k |
| Winslow Capital Management, LLC 1.60% of their portfolio | 2.7m $449.2m | Reduced -281.6k |
| NEUBERGER BERMAN GROUP LLC 0.35% of their portfolio | 2.6m $440.5m | Added +488.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.30% of their portfolio | 2.6m $439.1m | Reduced -24.0k |
| DEUTSCHE BANK AG\ 0.17% of their portfolio | 2.6m $438.1m | Reduced -60.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 2.5m $416.8m | Reduced -548.5k |
| DIMENSIONAL FUND ADVISORS LP 0.10% of their portfolio | 2.5m $412.1m | Added +64.0k |
| HSBC HOLDINGS PLC 0.25% of their portfolio | 2.4m $401.6m | Added +115.4k |
| Egerton Capital (UK) LLP 4.64% of their portfolio | 2.4m $401.1m | Added +447.7k |
| JPMORGAN CHASE & CO 0.03% of their portfolio | 2.3m $376.4m | Reduced -4.1m |
| National Pension Service 0.36% of their portfolio | 2.3m $376.1m | Added +37.9k |
| BARCLAYS PLC 0.17% of their portfolio | 2.1m $345.0m | Reduced -1.0m |
| MACKENZIE FINANCIAL CORP 0.15% of their portfolio | 2.0m $325.6m | Added +1.4m |
| RHUMBLINE ADVISERS 0.29% of their portfolio | 1.9m $320.5m | Reduced -27.7k |
| California Public Employees Retirement System 0.21% of their portfolio | 1.9m $310.7m | Reduced -147.4k |
| VOYA INVESTMENT MANAGEMENT LLC 0.30% of their portfolio | 1.7m $291.5m | Reduced -745.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.29% of their portfolio | 1.7m $295.7m | Added +145.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.33% of their portfolio | 1.7m $286.8m | Reduced -61.1k |
| CREDIT AGRICOLE S A 0.97% of their portfolio | 1.7m $284.8m | Added +1.6m |
| FIL Ltd 0.26% of their portfolio | 1.7m $279.1m | Reduced -62.6k |
| Ensign Peak Advisors, Inc 0.49% of their portfolio | 1.7m $277.2m | Reduced -25.8k |
| D. E. Shaw & Co., Inc. 0.29% of their portfolio | 1.6m $261.2m | Added +1.0m |
| Evergreen Quality Fund GP, Ltd. 8.34% of their portfolio | 1.6m $259.9m | Reduced -792.5k |
| BANK OF MONTREAL /CAN/ 0.13% of their portfolio | 1.5m $255.5m | Added +158.2k |
| Skye Global Management LP 5.00% of their portfolio | 1.4m $239.8m | Reduced -70.0k |
| Amundi 0.09% of their portfolio | 1.4m $247.0m | Reduced -1.5m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.31% of their portfolio | 1.4m $234.4m | Reduced -93.5k |
| MACQUARIE GROUP LTD 0.02% of their portfolio | 1.4m $16.7m | Added +1.2m |
| PRUDENTIAL FINANCIAL INC 0.31% of their portfolio | 1.4m $228.5m | Added +586.0k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.48% of their portfolio | 1.4m $226.4m | Added +1.2m |
| AMERIPRISE FINANCIAL INC 0.06% of their portfolio | 1.3m $220.9m | Reduced -74.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio | 1.3m $212.9m | Added +112.8k |
| FRANKLIN RESOURCES INC 0.06% of their portfolio | 1.2m $206.5m | Reduced -206.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.11% of their portfolio | 1.2m $205.5m | Reduced -91.4k |
| Meritage Group LP 4.90% of their portfolio | 1.2m $205.4m | Reduced -498.1k |
| RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio | 1.2m $194.2m | First filing |
| ALLIANCEBERNSTEIN L.P. 0.06% of their portfolio | 1.1m $191.2m | Reduced -24.5k |
| TCW GROUP INC 1.59% of their portfolio | 1.1m $189.4m | Added +140.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.18% of their portfolio | 1.1m $190.7m | Added +378.4k |
| XN LP 8.14% of their portfolio | 1.1m $186.2m | Added +82.6k |
| NATIONAL BANK OF CANADA /FI/ 0.23% of their portfolio | 1.1m $177.5m | Added +29.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.33% of their portfolio | 1.1m $175.3m | Reduced -12.0k |
| SEI INVESTMENTS CO 0.22% of their portfolio | 1.0m $175.1m | Added +3.8k |
| W1M Investment Management Ltd 2.75% of their portfolio | 1.0m $172.9m | Reduced -64.2k |
| Robeco Institutional Asset Management B.V. 0.32% of their portfolio | 1.0m $167.6m | Added +116.7k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.34% of their portfolio | 981.7k $163.7m | Reduced -55.6k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.28% of their portfolio | 948.3k $158.2m | Added +205.4k |
| Parallax Volatility Advisers, L.P. 3.47% of their portfolio | 945.3k $157.7m | Added +137.0k |
| Allspring Global Investments Holdings, LLC 0.25% of their portfolio | 941.6k $158.6m | Reduced -18.1k |
| CITIGROUP INC 0.15% of their portfolio | 926.8k $154.6m | Added +38.3k |
| LPL Financial LLC 0.06% of their portfolio | 918.3k $153.2m | Added +76.1k |
| APG Asset Management N.V. 0.41% of their portfolio | 914.7k $147.3m | Added +732.8k |
| TD Asset Management Inc 0.13% of their portfolio | 905.0k $150.9m | Reduced -8.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.13% of their portfolio | 890.7k $148.6m | Added +13.7k |
| GE INVESTMENT MANAGEMENT CORP. 85.48% of their portfolio | 856.4k $142.8m | Unchanged |
| TORONTO DOMINION BANK 0.26% of their portfolio | 824.3k $137.5m | Added +286.4k |
| PNC Financial Services Group, Inc. 0.09% of their portfolio | 822.6k $137.2m | Reduced -21 |
| Korea Investment CORP 0.32% of their portfolio | 811.0k $135.3m | Reduced -163.2k |
| BANK OF NOVA SCOTIA 0.23% of their portfolio | 772.8k $128.9m | Added +545.4k |
| Bank Julius Baer & Co. Ltd, Zurich 0.43% of their portfolio | 768.6k $138.4m | Added +763.7k |
| STIFEL FINANCIAL CORP 0.12% of their portfolio | 709.9k $118.4m | Added +45.2k |