Institutions that file 13Fs hold 87% of the shares
A 13F lists the long positions of managers with more than $100M in US stocks. It shows the last day of a quarter and is filed up to 45 days later. Two managers can report the same shares, so totals can count some shares twice.
Smart money agrees
13F: Nelson Peltz added ×763, Dodge & Cox added +21%, First Eagle added +795% in the quarter ending Jun 30, 2026.
Form 4: CULP H LAWRENCE JR (Director) bought $5.0M, Lobo Kevin (Director) bought $642K, Arduini Peter J (President and CEO) bought $250K, SACCARO JAMES (Chief Financial Officer) bought $201K, Jimenez Frank R (GC & Corporate Secretary) bought $106K, Hochman Rodney F (Director) bought $100K, Yang Watkin Phoebe L. (Director) bought $63K, Stromberg William J (Director) bought $62K in the open market since 2026-04-01.
The 25 biggest holders
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| Dodge & Cox | 37.86M | $2.4B | 8.37% | Added +20.9% |
| BlackRock, Inc. | 37.47M | $2.4B | 8.29% | Added +4.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 29.72M | $1.9B | 6.57% | Added +3.0% |
| STATE STREET CORP | 20.86M | $1.3B | 4.61% | Added +1.6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 20.28M | $1.3B | 4.48% | Added +5.7% |
| Invesco Ltd. | 18.30M | $1.2B | 4.05% | Added +5.7% |
| HARRIS ASSOCIATES L P | 15.33M | $981.3M | 3.39% | Reduced -1.7% |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13.46M | $861.3M | 2.98% | Added +13.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 12.87M | $820.8M | 2.85% | Added +3.8% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 12.25M | $784.2M | 2.71% | Added +22.9% |
| JPMORGAN CHASE & CO | 10.33M | $671.9M | 2.28% | Added +15.2% |
| MORGAN STANLEY | 6.22M | $398.4M | 1.38% | Reduced -6.3% |
| NORGES BANK | 5.82M | $372.8M | 1.29% | New |
| DIMENSIONAL FUND ADVISORS LP | 5.40M | $345.8M | 1.19% | Held |
| Boston Partners | 5.15M | $329.8M | 1.14% | Added +1.1% |
| VAN ECK ASSOCIATES CORP | 4.48M | $286.9M | 0.99% | Added +4.1% |
| GOLDMAN SACHS GROUP INC | 4.45M | $284.6M | 0.98% | Added +36.1% |
| NORTHERN TRUST CORP | 3.94M | $252.1M | 0.87% | Reduced -2.8% |
| LSV ASSET MANAGEMENT | 3.48M | $223K | 0.77% | Added +91.8% |
| BANK OF AMERICA CORP /DE/ | 3.25M | $208.0M | 0.72% | Reduced -21.4% |
| FMR LLC | 3.16M | $202.0M | 0.70% | Added +13.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.13M | $200.3M | 0.69% | Reduced -0.9% |
| TRIAN FUND MANAGEMENT, L.P. | 3.09M | $197.5M | 0.68% | Added ×763 |
| Legal & General Group Plc | 2.77M | $177.4M | 0.61% | Reduced -4.2% |
| Bank of New York Mellon Corp | 2.64M | $169.0M | 0.58% | Reduced -6.4% |
Show the other 15 holders
Who bought and who sold the most shares
Bought the most shares
- Dodge & Cox +6.55M
- NORGES BANK +5.82M, new
- TRIAN FUND MANAGEMENT, L.P. +3.08M
- HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC +2.28M
- LSV ASSET MANAGEMENT +1.67M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC +1.57M
- BlackRock, Inc. +1.48M
- Amundi +1.41M
- JPMORGAN CHASE & CO +1.36M
- GOLDMAN SACHS GROUP INC +1.18M
Sold the most shares
- Capital Research Global Investors -20.71M
- CANADA PENSION PLAN INVESTMENT BOARD -3.87M
- Mizuho Markets Cayman LP -3.07M, sold out
- UBS Group AG -1.28M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/ -1.26M, sold out
- ALLIANCEBERNSTEIN L.P. -1.17M
- Alyeska Investment Group, L.P. -1.12M, sold out
- Ilex Capital Partners (UK) LLP -1.10M, sold out
- LOCUST WOOD CAPITAL ADVISERS, LLC -952K
- W1M Asset Management Ltd -910K
Superinvestors holding GEHC
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Dodge & Cox Dodge & Cox | Jun 30, 2026 | 37.86M | $2.4B | 1.30% | Added +20.9% |
| Bill Nygren Harris Associates (Oakmark) | Jun 30, 2026 | 15.33M | $981.3M | 1.32% | Reduced -1.7% |
| Nelson Peltz Trian Fund Management | Jun 30, 2026 | 3.09M | $197.5M | 4.67% | Added ×763 |
| Christopher Bloomstran Semper Augustus Investments | Jun 30, 2026 | 5K | $293K | 0.03% | Held |
| First Eagle First Eagle Investment Management | Jun 30, 2026 | 492 | $31K | 0.00% | Added +794.5% |
13D filings: owners who may push for change
No Schedule 13D about GEHC in the last year.