Gencor Industries Inc (GENC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Dimensional Fund Advisors LP

DECREASED

Shares747,335 from 763,221

Change-15,886 (-2%)

Value$12.7M (+$1.4M)

Filed 2026-11-04

Geode Capital Management, LLC

DECREASED

Shares249,032 from 255,203

Change-6,171 (-2%)

Value$4.2M (+$438.6K)

Filed 2026-11-06

North Star Investment Management Corp.

UNCHANGED

Shares117,000 from 117,000

Change0 (0%)

Value$2.0M (+$249.2K)

Filed 2026-10-27

Bank of New York Mellon Corp

DECREASED

Shares71,492 from 72,164

Change-672 (-1%)

Value$1.2M (+$142.3K)

Filed 2026-11-05

Creative Planning

DECREASED

Shares33,614 from 34,343

Change-729 (-2%)

Value$573.1K (+$60.7K)

Filed 2026-11-02

Strs Ohio

INCREASED

Shares24,400 from 2,900

Change+21,500 (+741%)

Value$416.0K (+$372.8K)

Filed 2026-10-30

Barclays PLC

INCREASED

Shares21,064 from 19,129

Change+1,935 (+10%)

Value$359.1K (+$73.7K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares8,819 from 12,522

Change-3,703 (-30%)

Value$150.4K (-$36.5K)

Filed 2026-11-06

PNC Financial Services Group, Inc.

UNCHANGED

Shares7,576 from 7,576

Change0 (0%)

Value$129.2K (+$16.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

INCREASED

Shares5,886 from 5,465

Change+421 (+8%)

Value$100.4K (+$18.8K)

Filed 2026-11-06

Harbor Capital Advisors, Inc.

INCREASED

Shares1,491 from 186

Change+1,305 (+702%)

Value$25 (+$22)

Filed 2026-10-22

Evermay Wealth Management LLC

UNCHANGED

Shares1,450 from 1,450

Change0 (0%)

Value$24.7K (+$3.1K)

Filed 2026-11-05

First Horizon Corp

UNCHANGED

Shares950 from 950

Change0 (0%)

Value$16.2K (+$2.0K)

Filed 2026-10-26

Gamma Investing LLC

INCREASED

Shares623 from 321

Change+302 (+94%)

Value$10.6K (+$5.8K)

Filed 2026-10-08

Citigroup Inc

DECREASED

Shares513 from 4,859

Change-4,346 (-89%)

Value$8.7K (-$63.8K)

Filed 2026-11-04

Fortitude Family Office, LLC

NEW

Shares409

Change+409

Value$7.0K

Filed 2026-10-14

Sterling Capital Management LLC

INCREASED

Shares207 from 194

Change+13 (+7%)

Value$3.5K (+$635)

Filed 2026-10-22

Farther Finance Advisors, LLC

DECREASED

Shares171 from 203

Change-32 (-16%)

Value$2.9K (-$120)

Filed 2026-10-08

Nisa Investment Advisors, LLC

UNCHANGED

Shares160 from 160

Change0 (0%)

Value$2.7K (+$341)

Filed 2026-10-20

Simplex Trading, LLC

DECREASED

Shares125 from 511

Change-386 (-76%)

Value$2.1K (-$5.5K)

Filed 2026-11-04

Allworth Financial LP

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$1.5K ($0)

Filed 2026-11-06

IFP Advisors, Inc

INCREASED

Shares97 from 62

Change+35 (+56%)

Value$1.7K (+$729)

Filed 2026-10-16

Silver Grove Financial Group, Inc.

UNCHANGED

Shares91 from 91

Change0 (0%)

Value$1.6K (+$194)

Filed 2026-11-05

Covestor Ltd

INCREASED

Shares88 from 50

Change+38 (+76%)

Value$2 (+$1)

Filed 2026-10-30

Fifth Third Bancorp

DECREASED

Shares80 from 92

Change-12 (-13%)

Value$1.4K (-$7)

Filed 2026-11-05

Evolution Wealth Management Inc.

UNCHANGED

Shares75 from 75

Change0 (0%)

Value$1.3K (+$160)

Filed 2026-10-28

Essential Partners LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$818 (+$102)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares47 from 35

Change+12 (+34%)

Value$801 (+$279)

Filed 2026-11-04

MassMutual Private Wealth & Trust, FSB

UNCHANGED

Shares36 from 36

Change0 (0%)

Value$614 (+$77)

Filed 2026-10-05

SJS Investment Consulting Inc.

INCREASED

Shares35 from 2

Change+33 (+1650%)

Value$597 (+$567)

Filed 2026-10-26

Assetmark, Inc

UNCHANGED

Shares30 from 30

Change0 (0%)

Value$512 (+$64)

Filed 2026-10-21

Root Financial Partners, LLC

NEW

Shares9

Change+9

Value$153

Filed 2026-10-21

True Wealth Design, LLC

INCREASED

Shares8 from 5

Change+3 (+60%)

Value$137 (+$62)

Filed 2026-10-13

Caitong International Asset Management Co., Ltd

NEW

Shares1

Change+1

Value$17

Filed 2026-10-29

Clearstead Advisors, LLC

NEW

Shares1

Change+1

Value$18

Filed 2026-11-06

Institute for Wealth Management, Llc.

CLOSED

Shares0 from 1,380

Change-1,380 (-100%)

Value$0 (-$20.6K)

Filed 2026-11-06

Systematic Financial Management LP

N/A

Shares— from 1,029,810

Change-1,029,810 (-100%)

Value—

Royce & Associates LP

N/A

Shares— from 935,000

Change-935,000 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 571,352

Change-571,352 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 453,284

Change-453,284 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 392,687

Change-392,687 (-100%)

Value—

Martin & Co Inc

N/A

Shares— from 332,670

Change-332,670 (-100%)

Value—

Gamco Investors, Inc. ET AL

N/A

Shares— from 302,500

Change-302,500 (-100%)

Value—

Teton Advisors, LLC

N/A

Shares— from 247,700

Change-247,700 (-100%)

Value—

State Street Corp

N/A

Shares— from 153,340

Change-153,340 (-100%)

Value—

De Lisle Partners LLP

N/A

Shares— from 151,222

Change-151,222 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 129,626

Change-129,626 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 93,744

Change-93,744 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 91,998

Change-91,998 (-100%)

Value—

RBF Capital, LLC

N/A

Shares— from 91,137

Change-91,137 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 81,902

Change-81,902 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 69,861

Change-69,861 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 69,048

Change-69,048 (-100%)

Value—

Gabelli Funds LLC

N/A

Shares— from 59,400

Change-59,400 (-100%)

Value—

Bridgeway Capital Management, LLC

N/A

Shares— from 52,319

Change-52,319 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 48,216

Change-48,216 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 46,305

Change-46,305 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 42,311

Change-42,311 (-100%)

Value—

SageView Advisory Group, LLC

N/A

Shares— from 30,997

Change-30,997 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 29,848

Change-29,848 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 29,702

Change-29,702 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 28,983

Change-28,983 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 28,895

Change-28,895 (-100%)

Value—

Jacobs Levy Equity Management, Inc

N/A

Shares— from 28,752

Change-28,752 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 28,376

Change-28,376 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 27,870

Change-27,870 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 25,872

Change-25,872 (-100%)

Value—

Connor, Clark & Lunn Investment Management Ltd.

N/A

Shares— from 21,823

Change-21,823 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 13,911

Change-13,911 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 12,016

Change-12,016 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 11,689

Change-11,689 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 10,961

Change-10,961 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 10,395

Change-10,395 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 7,403

Change-7,403 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,694

Change-6,694 (-100%)

Value—

UBS Group AG

N/A

Shares— from 5,719

Change-5,719 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 4,830

Change-4,830 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 3,889

Change-3,889 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,293

Change-3,293 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 3,205

Change-3,205 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 2,736

Change-2,736 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 2,069

Change-2,069 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,942

Change-1,942 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 1,523

Change-1,523 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 1,516

Change-1,516 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 1,209

Change-1,209 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 941

Change-941 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 870

Change-870 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 822

Change-822 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 144

Change-144 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 129

Change-129 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 27

Change-27 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 14

Change-14 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

JPL Wealth Management, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Dimensional Fund Advisors LP	DECREASED	747,335	763,221	-15,886	-2%	$11.4M	$12.7M	+$1.4M	2026-11-04
Geode Capital Management, LLC	DECREASED	249,032	255,203	-6,171	-2%	$3.8M	$4.2M	+$438.6K	2026-11-06
North Star Investment Management Corp.	UNCHANGED	117,000	117,000	0	0%	$1.7M	$2.0M	+$249.2K	2026-10-27
Bank of New York Mellon Corp	DECREASED	71,492	72,164	-672	-1%	$1.1M	$1.2M	+$142.3K	2026-11-05
Creative Planning	DECREASED	33,614	34,343	-729	-2%	$512.4K	$573.1K	+$60.7K	2026-11-02
Strs Ohio	INCREASED	24,400	2,900	+21,500	+741%	$43.3K	$416.0K	+$372.8K	2026-10-30
Barclays PLC	INCREASED	21,064	19,129	+1,935	+10%	$285.4K	$359.1K	+$73.7K	2026-11-06
Deutsche Bank Ag\	DECREASED	8,819	12,522	-3,703	-30%	$186.8K	$150.4K	-$36.5K	2026-11-06
PNC Financial Services Group, Inc.	UNCHANGED	7,576	7,576	0	0%	$113.0K	$129.2K	+$16.1K	2026-11-06
Russell Investments Group, Ltd.	INCREASED	5,886	5,465	+421	+8%	$81.5K	$100.4K	+$18.8K	2026-11-06
Harbor Capital Advisors, Inc.	INCREASED	1,491	186	+1,305	+702%	$3	$25	+$22	2026-10-22
Evermay Wealth Management LLC	UNCHANGED	1,450	1,450	0	0%	$21.6K	$24.7K	+$3.1K	2026-11-05
First Horizon Corp	UNCHANGED	950	950	0	0%	$14.2K	$16.2K	+$2.0K	2026-10-26
Gamma Investing LLC	INCREASED	623	321	+302	+94%	$4.8K	$10.6K	+$5.8K	2026-10-08
Citigroup Inc	DECREASED	513	4,859	-4,346	-89%	$72.5K	$8.7K	-$63.8K	2026-11-04
Fortitude Family Office, LLC	NEW	409	—	+409	—	—	$7.0K	—	2026-10-14
Sterling Capital Management LLC	INCREASED	207	194	+13	+7%	$2.9K	$3.5K	+$635	2026-10-22
Farther Finance Advisors, LLC	DECREASED	171	203	-32	-16%	$3.0K	$2.9K	-$120	2026-10-08
Nisa Investment Advisors, LLC	UNCHANGED	160	160	0	0%	$2.4K	$2.7K	+$341	2026-10-20
Simplex Trading, LLC	DECREASED	125	511	-386	-76%	$7.6K	$2.1K	-$5.5K	2026-11-04
Allworth Financial LP	UNCHANGED	100	100	0	0%	$1.5K	$1.5K	$0	2026-11-06
IFP Advisors, Inc	INCREASED	97	62	+35	+56%	$925	$1.7K	+$729	2026-10-16
Silver Grove Financial Group, Inc.	UNCHANGED	91	91	0	0%	$1.4K	$1.6K	+$194	2026-11-05
Covestor Ltd	INCREASED	88	50	+38	+76%	$1	$2	+$1	2026-10-30
Fifth Third Bancorp	DECREASED	80	92	-12	-13%	$1.4K	$1.4K	-$7	2026-11-05
Evolution Wealth Management Inc.	UNCHANGED	75	75	0	0%	$1.1K	$1.3K	+$160	2026-10-28
Essential Partners LLC	UNCHANGED	48	48	0	0%	$716	$818	+$102	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	47	35	+12	+34%	$522	$801	+$279	2026-11-04
MassMutual Private Wealth & Trust, FSB	UNCHANGED	36	36	0	0%	$537	$614	+$77	2026-10-05
SJS Investment Consulting Inc.	INCREASED	35	2	+33	+1650%	$30	$597	+$567	2026-10-26
Assetmark, Inc	UNCHANGED	30	30	0	0%	$448	$512	+$64	2026-10-21
Root Financial Partners, LLC	NEW	9	—	+9	—	—	$153	—	2026-10-21
True Wealth Design, LLC	INCREASED	8	5	+3	+60%	$75	$137	+$62	2026-10-13
Caitong International Asset Management Co., Ltd	NEW	1	—	+1	—	—	$17	—	2026-10-29
Clearstead Advisors, LLC	NEW	1	—	+1	—	—	$18	—	2026-11-06
Institute for Wealth Management, Llc.	CLOSED	0	1,380	-1,380	-100%	$20.6K	$0	-$20.6K	2026-11-06
Systematic Financial Management LP	N/A	—	1,029,810	-1,029,810	-100%	$15.4M	—	—	—
Royce & Associates LP	N/A	—	935,000	-935,000	-100%	$14.0M	—	—	—
BlackRock, Inc.	N/A	—	571,352	-571,352	-100%	$8.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	453,284	-453,284	-100%	$6.8M	—	—	—
Renaissance Technologies LLC	N/A	—	392,687	-392,687	-100%	$5.9M	—	—	—
Martin & Co Inc	N/A	—	332,670	-332,670	-100%	$5.0M	—	—	—
Gamco Investors, Inc. ET AL	N/A	—	302,500	-302,500	-100%	$4.5M	—	—	—
Teton Advisors, LLC	N/A	—	247,700	-247,700	-100%	$3.7M	—	—	—
State Street Corp	N/A	—	153,340	-153,340	-100%	$2.3M	—	—	—
De Lisle Partners LLP	N/A	—	151,222	-151,222	-100%	$2.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	129,626	-129,626	-100%	$1.9M	—	—	—
Wells Fargo & Company	N/A	—	93,744	-93,744	-100%	$1.4M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	91,998	-91,998	-100%	$1.4M	—	—	—
RBF Capital, LLC	N/A	—	91,137	-91,137	-100%	$1.4M	—	—	—
Northern Trust Corp	N/A	—	81,902	-81,902	-100%	$1.2M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	69,861	-69,861	-100%	$1.0M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	69,048	-69,048	-100%	$1.0M	—	—	—
Gabelli Funds LLC	N/A	—	59,400	-59,400	-100%	$886.2K	—	—	—
Bridgeway Capital Management, LLC	N/A	—	52,319	-52,319	-100%	$780.6K	—	—	—
Nuveen, LLC	N/A	—	48,216	-48,216	-100%	$719.4K	—	—	—
Marshall Wace, LLP	N/A	—	46,305	-46,305	-100%	$690.9K	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	42,311	-42,311	-100%	$631.3K	—	—	—
SageView Advisory Group, LLC	N/A	—	30,997	-30,997	-100%	$462.5K	—	—	—
Morgan Stanley	N/A	—	29,848	-29,848	-100%	$445.3K	—	—	—
HSBC Holdings PLC	N/A	—	29,702	-29,702	-100%	$450.9K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	28,983	-28,983	-100%	$432.4K	—	—	—
Citadel Advisors LLC	N/A	—	28,895	-28,895	-100%	$431.1K	—	—	—
Jacobs Levy Equity Management, Inc	N/A	—	28,752	-28,752	-100%	$429.0K	—	—	—
Acadian Asset Management LLC	N/A	—	28,376	-28,376	-100%	$420.0K	—	—	—
AQR Capital Management LLC	N/A	—	27,870	-27,870	-100%	$415.8K	—	—	—
GSA Capital Partners LLP	N/A	—	25,872	-25,872	-100%	$386.0K	—	—	—
Connor, Clark & Lunn Investment Management Ltd.	N/A	—	21,823	-21,823	-100%	$325.6K	—	—	—
Millennium Management LLC	N/A	—	13,911	-13,911	-100%	$207.6K	—	—	—
Bank of America Corp	N/A	—	12,016	-12,016	-100%	$179.3K	—	—	—
Rothschild Wealth LLC	N/A	—	11,872	-11,872	-100%	$177.1K	—	—	—
XTX Topco Ltd	N/A	—	11,689	-11,689	-100%	$174.4K	—	—	—
SEI Investments Co	N/A	—	10,961	-10,961	-100%	$163.5K	—	—	—
Guggenheim Capital LLC	N/A	—	10,395	-10,395	-100%	$155.1K	—	—	—
Rhumbline Advisers	N/A	—	7,403	-7,403	-100%	$110.4K	—	—	—
JPMorgan Chase & Co	N/A	—	6,694	-6,694	-100%	$100.7K	—	—	—
UBS Group AG	N/A	—	5,719	-5,719	-100%	$85.3K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	4,830	-4,830	-100%	$72.1K	—	—	—
New York State Common Retirement Fund	N/A	—	3,889	-3,889	-100%	$58.0K	—	—	—
Royal Bank of Canada	N/A	—	3,293	-3,293	-100%	$49.0K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	3,205	-3,205	-100%	$47.8K	—	—	—
BNP Paribas Financial Markets	N/A	—	2,736	-2,736	-100%	$40.8K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	2,069	-2,069	-100%	$30.9K	—	—	—
FMR LLC	N/A	—	1,942	-1,942	-100%	$29.0K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	1,523	-1,523	-100%	$22.7K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	1,516	-1,516	-100%	$22.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	1,209	-1,209	-100%	$18.4K	—	—	—
Legal & General Group Plc	N/A	—	941	-941	-100%	$14.0K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	870	-870	-100%	$13.0K	—	—	—
Osaic Holdings, Inc.	N/A	—	822	-822	-100%	$12.3K	—	—	—
California State Teachers Retirement System	N/A	—	144	-144	-100%	$2.1K	—	—	—
Arax Advisory Partners	N/A	—	129	-129	-100%	$1.9K	—	—	—
Rothschild Investment LLC	N/A	—	27	-27	-100%	$403	—	—	—
UBS Asset Management Americas LLC	N/A	—	14	-14	-100%	$209	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	9	-9	-100%	$134	—	—	—
JPL Wealth Management, LLC	N/A	—	1	-1	-100%	$15	—	—	—

Showing 96 of 96 institutions