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
- 12
- Reported value
- $9.2bn
- Buyers
- 17
- Sellers
- 18
Breadth -1 among 92 comparable managers.
Ge Vernova Inc
- Holders
- 34
- Reported value
- $28.7bn
- Buyers
- 18
- Sellers
- 28
Breadth -10 among 92 comparable managers.
Who holds both, Q4 2025
Both (9)
Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Wellington Management Group LLP
Only SHEL (3)
Capital Research Global Investors, First Eagle Investment Management LLC, Moore Capital Management LP
Only GEV (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Rokos Capital Management LLP, Squarepoint Ops LLC, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Winton Group Ltd, Woodline Partners LP
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.