GE VERNOVA INC

GE Vernova's Q1 2026 13F is its debut institutional ownership filing following the April 2024 spinoff from General Electric, with 2,993 holders controlling $179.5B -- every holder listed as NEW. The absence of previousQuarter data (previousQuarter field shows '2026-01-05' but previousHoldings is empty) confirms this is the first post-spinoff comparable filing. BlackRock is the largest holder at $18.2B (20.9M shares); FMR/Fidelity is second at $16.1B (18.5M shares); Vanguard Capital Management is third at $15.3B (17.5M shares); State Street is fourth at $10.0B (11.4M shares); Morgan Stanley is fifth at $5.6B (6.4M shares); Geode is sixth at $5.6B (6.4M shares); JPMorgan is seventh at $5.5B (6.8M shares); Vanguard Portfolio Management is eighth at $4.2B (4.8M shares); Capital World is ninth at $3.7B (4.3M shares); Susquehanna is tenth at $3.7B (4.3M shares). The top-20 holders account for the majority of institutional value. All holders are classified as INCREASED/NEW with no DECREASED or SOLD entries, confirming the spinoff-driven initial allocation. The portfolio composition shows dominant passive-index representation (BlackRock, Vanguard, State Street, Geode, Northern Trust, Charles Schwab, BNY Mellon) combined with active-manager interest (Fidelity, Capital Research entities, JPMorgan, Goldman Sachs, Morgan Stanley, Invesco, UBS). The 75.50 whaleScore reflects AUM. From a smart-money-signal perspective, GEV's Q1 2026 holder picture is purely descriptive of a spinoff allocation -- the absence of any DECREASED or SOLD entries means there is no turnover signal to interpret. The defining characteristic is the massive passive-index block (Vanguard $19.5B, BlackRock $18.2B, State Street $10.0B, Geode $5.6B totaling ~$53.3B or 29.7% of institutional value) typical of a newly independent S&P 500 energy-and-power-equipment name.