Stocklore

General Dynamics (GD)

Defense & Aerospace · US stock

What changed in recent filings

  • Revenue +8% YoYQuarter ended Jul 5, 2026
  • Institutions — 6 new · 1 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding General Dynamics

How many of the institutions we track reported holding this stock, quarter by quarter.

max 8
2019 Q1 · 32019 Q2 · 12019 Q3 · 12019 Q4 · 22020 Q1 · 32020 Q2 · 12020 Q3 · 12020 Q4 · 12021 Q1 · 02021 Q2 · 12021 Q3 · 02021 Q4 · 42022 Q1 · 22022 Q2 · 22022 Q3 · 22022 Q4 · 42023 Q1 · 22023 Q2 · 32023 Q3 · 12023 Q4 · 22024 Q1 · 12024 Q2 · 22024 Q3 · 02024 Q4 · 12025 Q1 · 12025 Q2 · 12025 Q3 · 32025 Q4 · 22026 Q1 · 22026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 3 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold General Dynamics

Institutions we track that reported holding this stock in their most recent 13F.

  • Point72 Asset Management0.20% of portfolio · since 2025 Q3
  • Tudor Investment Corp0.03% of portfolio · since 2026 Q1
  • Bridgewater AssociatesNew this quarter0.02% of portfolio · since 2026 Q2
  • National Pension Service (Korea)0.17% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.09% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investorsunder 0.01% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Management0.11% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.08% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A combined defense/aerospace company manufacturing Gulfstream business jets, M1 tanks, and submarines.

What is the Defense & Aerospace sector?

Defense, aerospace, and government contracts. Benefits from geopolitical tension.

General Dynamics is classified under the Defense & Aerospace sector. See peers below.

GD revenue by segment summary

SEC 10-Q · segment totals cross-checked against total revenue

2026-07-05 revenue was $14.1B, +8.1% YoY.

The largest segment is Marine Systems, 33.1% of revenue — a relatively diversified structure.

Recent revenue growth was led mainly by the Aerospace segment (about 44% of the increase).

Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.

ETFs holding General Dynamics

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLIState Street(R) Industrial Select Sector SPDR(R) ETF
1.56%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.36%
VTVVANGUARD VALUE INDEX FUND
0.34%
RSPInvesco S&P 500 Equal Weight ETF
0.19%
SPY
0.14%
VOOVANGUARD 500 INDEX FUND
0.14%
IVViShares Core S&P 500 ETF
0.14%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.13%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.12%

GD on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Defense & Aerospace average
See full GD analysis →

Peers · Defense & Aerospace

GD FAQ

What is General Dynamics (GD)?

A combined defense/aerospace company manufacturing Gulfstream business jets, M1 tanks, and submarines.

What sector is General Dynamics in?

General Dynamics is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.

What are General Dynamics's main revenue segments?

The largest segment is Marine Systems, about 33.1% of revenue. Segment totals are cross-checked against total revenue from SEC filings.

Where can I analyze General Dynamics (GD) stock?

On Stocklore you can see GD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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