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GE Aerospace (GE)

Industrials · US stock

What changed in recent filings

  • United States segment 45% → 40%Dec 31, 2024 → Dec 31, 2025
  • Institutions — 6 new · 1 added · 3 reduced13F · as of end of 2026 Q2

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

Institutions holding GE Aerospace

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

max 11
2021 Q3 · 42021 Q4 · 52022 Q1 · 42022 Q2 · 42022 Q3 · 52022 Q4 · 62023 Q1 · 52023 Q2 · 82023 Q3 · 72023 Q4 · 102024 Q1 · 102024 Q2 · 72024 Q3 · 52024 Q4 · 52025 Q1 · 42025 Q2 · 62025 Q3 · 62025 Q4 · 42026 Q1 · 52026 Q2 · 11
21 Q323 Q426 Q2

2021 Q3: 4 → 2026 Q2: 11 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 GE Aerospace

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

  • ARK Invest0.01% of portfolio · since 2021 Q3
  • Dodge & Cox0.12% of portfolio · since 2021 Q3
  • Bridgewater Associates0.16% of portfolio · since 2021 Q4
  • Temasek Holdings (Singapore)0.61% of portfolio · since 2023 Q4
  • Tudor Investment Corp0.02% of portfolio · since 2026 Q1
  • TCI Fund Management33.59% of portfolio · held as of 2026 Q2 or earlier
  • Blackstone0.01% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.10% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.59% of portfolio · held as of 2026 Q2 or earlier
  • Capital World Investors0.69% of portfolio · held as of 2026 Q2 or earlier
  • Pzena Investment Managementunder 0.01% 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

GE Aerospace. The world's No. 1 in aircraft-engine design and manufacturing. After spinning off GE Vernova (energy) and GE Healthcare, it was reshaped into a pure aerospace company.

What is the Industrials sector?

Heavy equipment and automation. Tied to reshoring and infrastructure spending.

GE Aerospace is classified under the Industrials sector. See peers below.

GE Aerospace key financials

Based on SEC filings · as of Jun 30, 2026

46.6%
0.97x
as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

GE Aerospace vs Industrials sector benchmark

Median of 23 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
21.7%vs benchmark 8.0%↑ above
Operating margin
44.0%vs benchmark 20.6%↑ above
Net margin
17.7%vs benchmark 13.8%↑ above
ROE
46.6%vs benchmark 23.8%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

GE segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25
United States 40%Asia 24%Europe 19%Middle East And Africa 10%Americas, Excluding U.S. 8%

ETFs holding GE Aerospace

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

IVViShares Core S&P 500 ETF
0.60%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.53%

GE 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 Industrials average
See full GE analysis →

Peers · Industrials

GE FAQ

What is GE Aerospace (GE)?

GE Aerospace. The world's No. 1 in aircraft-engine design and manufacturing. After spinning off GE Vernova (energy) and GE Healthcare, it was reshaped into a pure aerospace company.

What sector is GE Aerospace in?

GE Aerospace is classified under Industrials. Heavy equipment and automation. Tied to reshoring and infrastructure spending.

What are GE Aerospace's key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 21.7%, Operating margin 44.0%, Net margin 17.7%, ROE 46.6%, Debt-to-equity 0.97x. Definitions and interpretation are available on Stocklore.

Where can I analyze GE Aerospace (GE) stock?

On Stocklore you can see GE'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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