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
- 14
- Reported value
- $12.2bn
- Buyers
- 14
- Sellers
- 17
Breadth -3 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 31
- Reported value
- $36.7bn
- Buyers
- 22
- Sellers
- 22
Breadth 0 among 91 comparable managers.
Who holds both, Q1 2026
Both (9)
Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Marshall Wace LLP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP
Only SHEL (5)
Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Tudor Investment Corp, Verition Fund Management LLC
Only GEV (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Rokos Capital Management LLP, Tiger Global Management LLC, Two Sigma Investments LP, Voloridge Investment Management LLC, Walleye Capital 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.