GAM — General Amern Invs Co Inc Institutional Holders · Q3 2026
Who owns General Amern Invs Co Inc (GAM)? 7 institutions reported holding $21.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Neville Rodie & Shaw Inc ($18.6M), Waller Financial Planning Group, Inc ($1.2M), Overbrook Management Corp ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | $18.6M | 292,881 | Trimmed |
| 2 | WALLER FINANCIAL PLANNING GROUP, INC | $1.2M | 19,563 | Hold |
| 3 | Overbrook Management Corp | $1.0M | 16,395 | Hold |
| 4 | TOMPKINS FINANCIAL CORP | $323,734 | 5,103 | Hold |
| 5 | EASTERN BANK | $109,307 | 1,723 | Hold |
| 6 | Farther Finance Advisors, LLC | $69,784 | 1,100 | Hold |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $65,090 | 1,026 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30