Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Royal Dutch Shell Plc Spon Adr Class A (RDS.A)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.66 SEC
2021   Q4 4,009,803 0.66 Reduce 0.52% <0.01 $43.40 $174,025,000 SEC
2021   Q3 4,030,880 0.71 Reduce 10.39% 0.07 $44.57 $179,656,000 SEC
2021   Q2 4,498,278 0.71 Add 3.29% 0.02 $40.40 $181,730,000 SEC
2021   Q1 4,355,086 0.69 Add 2.25% 0.02 $39.21 $170,763,000 SEC
2020   Q4 4,259,276 0.71 Add 2.86% 0.02 $35.14 $149,671,000 SEC
2020   Q3 4,140,863 0.65 Add 12.90% 0.07 $25.17 $104,226,000 SEC
2020   Q2 3,667,604 0.78 Reduce 5.52% 0.06 $32.69 $119,894,000 SEC
2020   Q1 3,881,749 1.02 Add 25.46% 0.21 $34.89 $135,434,000 SEC
2019   Q4 3,094,075 0.85 Reduce 0.26% <0.01 $58.98 $182,489,000 SEC
2019   Q3 3,102,201 0.99 Reduce 0.38% <0.01 $58.85 $182,565,000 SEC
2019   Q2 3,114,092 1.07 Reduce 14.05% 0.17 $65.07 $202,634,000 SEC
2019   Q1 3,622,973 1.23 Reduce 31.56% 0.57 $62.59 $226,762,000 SEC
2018   Q4 5,293,593 1.80 Reduce 8.77% 0.17 $58.27 $308,458,000 SEC
2018   Q3 5,802,587 1.92 Reduce 3.40% 0.07 $68.14 $395,388,000 SEC
2018   Q2 6,006,566 2.09 Reduce 8.41% 0.18 $69.23 $415,835,000 SEC
2018   Q1 6,558,222 2.13 Reduce 2.30% 0.05 $63.81 $418,480,000 SEC
2017   Q4 6,712,510 2.20 Reduce 10.75% 0.26 $66.71 $447,792,000 SEC
2017   Q3 7,521,061 2.41 Reduce 0.30% <0.01 $60.58 $455,626,000 SEC
2017   Q2 7,543,786 2.20 Add 1.15% 0.03 $53.19 $401,254,000 SEC
2017   Q1 7,458,231 2.22 Add 1.84% 0.04 $52.73 $393,273,000 SEC
2016   Q4 7,323,279 2.32 Reduce 2.84% 0.07 $54.38 $398,240,000 SEC
2016   Q3 7,537,249 2.34 Reduce 15.71% 0.49 $50.07 $377,390,000 SEC
2016   Q2 8,941,688 3.10 Reduce 10.76% 0.32 $55.22 $493,760,000 SEC
2016   Q1 10,019,575 2.99 Add 0.50% 0.02 $48.45 $485,448,000 SEC
2015   Q4 9,969,381 2.88 Add 7.57% 0.20 $45.79 $456,498,000 SEC
2015   Q3 9,267,589 2.85 Add 23.78% 0.55 $47.39 $439,191,000 SEC
2015   Q2 7,487,007 2.44 Add 5.06% 0.12 $57.01 $426,834,000 SEC
2015   Q1 7,126,558 2.40 Reduce 1.74% 0.05 $59.65 $425,099,000 SEC
2014   Q4 7,252,999 2.63 Add 4.14% 0.10 $66.95 $485,588,000 SEC
2014   Q3 6,964,781 2.94 Add 0.27% <0.01 $76.13 $530,229,000 SEC
2014   Q2 6,945,699 3.23 Add 0.49% 0.02 $82.37 $572,117,000 SEC
2014   Q1 6,911,709 3.00 Reduce 1.24% 0.04 $73.06 $504,969,000 SEC
2013   Q4 6,998,451 3.01 Add 0.48% 0.01 $71.27 $498,780,000 SEC
2013   Q3 6,965,119 3.06 Add 13.92% 0.37 $65.68 $457,469,000 SEC
2013   Q2 6,113,781 2.69 Add 8.04% 0.20 $63.80 $390,059,000 SEC
2013   Q1 5,658,822 2.64 Add 11.44% 0.27 $65.16 $368,729,000 SEC
2012   Q4 5,078,065 2.93 Reduce 3.32% 0.10 $68.95 $350,133,000 SEC
2012   Q3 5,252,408 3.10 Add 62.24% 1.19 $69.41 $364,570,000 SEC
2012   Q2 3,237,492 2.59 Reduce 4.55% 0.11 $67.43 $218,304,000 SEC
2012   Q1 3,391,735 2.48 Reduce 3.60% 0.10 $70.13 $237,862,000 SEC
2011   Q4 3,518,556 2.85 Add 16.85% 0.41 $73.09 $257,171,000 SEC
2011   Q3 3,011,297 2.25 Add 0.05% <0.01 $61.52 $185,255,000 SEC
2011   Q2 3,009,899 1.99 Add 35.89% 0.53 $71.13 $214,094,000 SEC
2011   Q1 2,215,000 1.43 Buy 1.43 $72.86 $161,385,000 SEC