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
- 17
- Reported value
- $10.0bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (11)
AllianceBernstein LP, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Voloridge Investment Management LLC, Wellington Management Group LLP
Only SHEL (6)
Citadel Advisors LLC, D. E. Shaw & Co., First Eagle Investment Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Verition Fund Management LLC
Only GEV (17)
Acadian Asset Management LLC, AQR Capital Management LLC, Artisan Partners LP, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, Tiger Global 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.