Holders over time
- SHEL
- GEV
| Quarter | SHEL | GEV |
|---|---|---|
| Q1 2022 | 18 holders, $3.5bn | none listed holders, n.a. |
| Q2 2022 | 19 holders, $3.5bn | none listed holders, n.a. |
| Q3 2022 | 15 holders, $2.9bn | none listed holders, n.a. |
| Q4 2022 | 17 holders, $3.1bn | none listed holders, n.a. |
| Q1 2023 | 15 holders, $3.4bn | none listed holders, n.a. |
| Q2 2023 | 19 holders, $3.9bn | none listed holders, n.a. |
| Q3 2023 | 17 holders, $4.7bn | none listed holders, n.a. |
| Q4 2023 | 18 holders, $5.3bn | none listed holders, n.a. |
| Q1 2024 | 20 holders, $5.9bn | 3 holders, $544m |
| Q2 2024 | 18 holders, $7.1bn | 26 holders, $9.8bn |
| Q3 2024 | 20 holders, $7.3bn | 31 holders, $11.9bn |
| Q4 2024 | 20 holders, $8.1bn | 37 holders, $15.3bn |
| Q1 2025 | 21 holders, $10.0bn | 36 holders, $14.8bn |
| Q2 2025 | 15 holders, $9.2bn | 36 holders, $26.3bn |
| Q3 2025 | 12 holders, $8.8bn | 35 holders, $29.5bn |
| Q4 2025 | 12 holders, $9.2bn | 34 holders, $28.7bn |
| Q1 2026 | 14 holders, $12.2bn | 31 holders, $36.7bn |
| Q2 2026 | 17 holders, $10.0bn | 28 holders, $45.0bn |
Shell PLC
- Holders
- 18
- Reported value
- $5.3bn
- Buyers
- 12
- Sellers
- 7
Breadth +5 among 93 comparable managers.
Ge Vernova Inc
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
Who holds both, Q4 2023
Both (0)
No tracked manager lists every one of them.
Only SHEL (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
Only GEV (0)
None.
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.