GM at a glance
General Motors (GM, SEC CIK 1467858) filed its latest 10-K annual report on January 27, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on August 11, 2026 and Form 4 insider filings as recently as August 3, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), General Motors (GM) reported revenue of $168.0 billion (down 2.1% from FY2024) and net income of $2.7 billion. Diluted EPS was $3.27.
- As of June 30, 2026, 54 institutional investment managers tracked by SignalX reported holding General Motors (GM) shares worth $31.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by DIXTON GRANT MICHAEL on August 3, 2026 of 40,000 shares at $88.44 per share.
- In the last 90 days, GM insiders reported 0 open-market purchases ($0) and 10 open-market sales ($49.0M) on Form 4, a net sale of $49.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $168.0B
- −2.1% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$49.0M
- 13F holders
- 54 funds
- $31.3B · +3 vs prior quarter
- Latest 8-K
- Aug 11, 2026
- Item 1.01 · Item 2.03
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Design, manufacture, and sale of vehicles and automotive financing via GM Financial
- No new products or segments explicitly introduced or emphasized in 2026 filing
- Strategic risk focus on evolving regulatory compliance costs for fuel economy, emissions, and emerging tech (AVs) under uncertain frameworks
- Notable risk metric: Increased exposure to product recalls impacting cost and reputation due to global platform defects and advanced tech concerns
- Unusual emphasis on substantial tax uncertainties and risks related to Inflation Reduction Act incentives and GM Financial’s financial service vulnerabilities
Risk Factors
- Legal risk: Indemnification charge and litigation from European-wide Takata Corporation recall, adjusted in 2025 financials at $657 million
- Geopolitical risk: Business in China faces unique operational, competitive, regulatory, and economic risks, including $842 million restructuring charges in 2025
- Operational risk: Estimated recall campaign costs sensitive to 10% take rate increase, potentially raising costs by $0.5 billion
- Competitive risk: Cruise autonomous vehicle restructuring with $1.0 billion net cash used in operations, anticipating insignificant future cash flow
- Financial risk: $1.8 billion loan to Ultium Cells LLC linked to Department of Energy Advanced Technology Vehicles Manufacturing program, accruing 5.7% interest, maturing 2030
Management Discussion & Analysis
- Revenue not explicitly disclosed; core business strength from full-size pickups and SUVs, strong consumer demand in 2025
- EBIT-adjusted impacted by $3.1B tariffs in 2025, estimated $3.0B-$4.0B tariff impact on EBIT-adjusted for 2026
- GMNA segment integrated Cruise personal AV efforts after winding down Cruise robotaxi operations in early 2025
- Focus on efficient cost structure, pricing discipline, and aligning EV capacity to consumer demand; priority on cost reductions
- Risks: tariff volatility, pricing pressures, interest rates, inflation, warranty claims, regulatory changes including fuel economy and GHG standards
AI summary of the GM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Q2 revenue $48.026B, up 1.9% YoY from $47.122B
- GMNA best segment: revenue $39.912B, EBIT-adjusted $3.446B, margin 8.6% vs 6.1%
- GMI worst margin: EBIT-adjusted $190M, margin 5.2% vs 6.1% YoY
- Q2 EV realignment charges $2.3B, including $1.6B cash-impact charges
- 2026 guidance: EBIT-adjusted $14.0B-$16.0B, tariff impact $2.5B-$3.5B
Risk Factors
- Share-repurchase liquidity commitment: $3.5 billion remaining under announced plans
- Equity-price exposure: 24,886,385 shares repurchased at $80.35 average during the quarter
AI summary of the GM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- $4.5B maximum IPU facility supporting supplier-held critical inventory for vehicle production
- Twelve-month availability period beginning August 7, 2026, with final payments due by August 6, 2029
Item 2.03: Creation of a Direct Financial Obligation
- Supplier prepayments recorded as company assets under a product-financing arrangement
- Each IPU classified as unsecured debt, increasing reported financial obligations
Item 2.02: Results of Operations and Financial Condition
- GM issued Q2 2026 consolidated earnings materials on July 21, 2026
- Exhibit 99.1 contains the earnings release and supplemental materials
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 10 director nominees elected to one-year terms, preserving board continuity
- Ernst & Young ratified as 2026 independent auditor with 762,459,672 votes for
AI summaries of GM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DIXTON GRANT MICHAEL | Sell | Aug 3, 2026 | 40,000 | $88.44 |
| DIXTON GRANT MICHAEL | M | Jul 30, 2026 | 79,132 | - |
| DIXTON GRANT MICHAEL | M | Jul 30, 2026 | 79,132 | - |
| DIXTON GRANT MICHAEL | F | Jul 30, 2026 | 35,056 | $88.40 |
| Anderson Sterling | F | Jul 29, 2026 | 48,820 | $89.40 |
| Anderson Sterling | M | Jul 29, 2026 | 95,951 | - |
| Anderson Sterling | M | Jul 29, 2026 | 95,951 | - |
| Barra Mary T | M | Jul 28, 2026 | 91,843 | $41.40 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $171.6B | $168.0B |
| Operating Income | - | $12.8B | $2.9B |
| Net Income | $10.1B | $6.0B | $2.7B |
| Op. Margin | - | 7.4% | 1.7% |
| Net Margin | - | 3.5% | 1.6% |
| Balance Sheet | |||
| Total Assets | $273.1B | $279.8B | $281.3B |
| Equity | - | $63.1B | $61.1B |
| ROE | - | 9.5% | 4.4% |
| Per Share | |||
| EPS | $7.32 | $6.37 | $3.27 |
| Cash Flow | |||
| Operating CF | - | $20.1B | $26.9B |
| CapEx | $11.0B | $10.8B | $9.3B |
Source: XBRL data in General Motors (GM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 54 | $31.30B |
| Q1 2026 | 51 | $30.89B |
| Q4 2025 | 49 | $32.42B |
| Q3 2025 | 49 | $27.20B |
| Q2 2025 | 47 | $21.50B |
| Q1 2025 | 45 | $16.22B |
| Q4 2024 | 42 | $15.91B |
| Q3 2024 | 35 | $8.58B |
- FMR LLC (Fidelity)+4.02M (+27%)
- D.E. Shaw & Co+2.68M (+22%)
- Morgan Stanley+2.34M (+20%)
- Goldman Sachs Group+566.4K (+8%)
- Two Sigma Investments+305.3K (+5%)
- BlackRock−5.35M (-6%)
- Franklin Resources−4.74M (-13%)
- Viking Global Investors−4.17M (-45%)
- Millennium Management−1.28M (-29%)
- Ameriprise Financial−964.6K (-15%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 372 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 11, 2026 | - | Analysis | - |
| 4 | Aug 3, 2026 | - | - | - |
| 4 | Jul 31, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 4 | Jul 29, 2026 | - | - | - |
| 10-Q | Jul 21, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 11, 2026 | - | - | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 28, 2026 | - | - | |
| 4 | May 27, 2026 | - | - | |
| 8-K | May 26, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 8-K | Mar 23, 2026 | - | - | - |
| 4 | Feb 10, 2026 | - | - | |
| 4 | Feb 10, 2026 | - | - |
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GM SEC filings: frequently asked questions
Are GM insiders buying or selling?
In the last 90 days, General Motors (GM) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $49.0 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GM stock?
As of June 30, 2026, the largest General Motors (GM) holders among the 13F filers tracked by SignalX were BlackRock ($6.0 billion), Vanguard Capital Management LLC ($4.5 billion), State Street Corp ($3.4 billion), Vanguard Portfolio Management LLC ($2.9 billion), Franklin Resources ($2.4 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), General Motors (GM) reported revenue of $168.0 billion (down 2.1% from FY2024) and net income of $2.7 billion. Diluted EPS was $3.27. The figures come from the XBRL data in the 10-K.
What are the main risks in GM's latest 10-K?
In the 10-K filed January 27, 2026, General Motors (GM) flagged: Legal risk: Indemnification charge and litigation from European-wide Takata Corporation recall, adjusted in 2025 financials at $657 million. Geopolitical risk: Business in China faces unique operational, competitive, regulatory, and economic risks, including $842 million restructuring charges in 2025. (AI summary of the Risk Factors section.)
What did GM report in its latest 8-K?
General Motors (GM) filed an 8-K on August 11, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement) and Item 2.03 (Creation of a Direct Financial Obligation). $4.5B maximum IPU facility supporting supplier-held critical inventory for vehicle production.
What are the latest GM SEC filings?
General Motors (GM) filed its latest 10-K annual report on January 27, 2026, a 10-Q quarterly report on July 21, 2026, an 8-K current report on August 11, 2026 and a Form 4 insider filing on August 3, 2026.
What is GM's SEC CIK number?
General Motors (GM)'s SEC Central Index Key (CIK) is 1467858. EDGAR lists every GM filing under that number.
Ask anything about GM
The research agent reads GM's filings, financials, insider trades and 13F holders, then answers with sources.