General Electric (GE) — Institutional Investor Activity (Q2 2026)

GE ranks #43 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

GE is a disclosed holding of Chris Hohn (TCI Fund Management), one of the tracked superinvestors on AlphaSMO — it makes up 33.6% of that fund's own 13F portfolio.

GE is a top-conviction position for Trian Fund Management, L.p. — at 35.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in GE belongs to BlackRock, Inc., but the position matters far more to Trian Fund Management, L.p., who has 35.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Mather Group, LLC. has added to its GE position for two straight quarters, increasing it by $9.7M to reach $15.0M today.

Auto-Owners Insurance Co has trimmed its GE position for two straight quarters, cutting it by $32.6M while still holding $28.0M.

GE is up 0.6% today, and institutions have been net buyers of $135.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

GE posted net income of $9.0B over the trailing twelve months.

• Profitable — net income of $9.0B over the trailing twelve months
• Revenue grew 21.7% year over year
• Net income improved year over year, from $7.8B to $9.0B
• Generated $8.5B in positive operating cash flow
• Current ratio of 1.04x — below the conventional 1.5x liquidity buffer
• Liabilities run 5.96x equity — a highly leveraged balance sheet worth noting