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Shell (SHEL) Institutional Ownership

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$72.07 -0.58 (-0.80%)
As of 11:32 AM Eastern
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Institutional Ownership Changes (13F Filings) for Shell (NYSE:SHEL)

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$3.98B
Number of
Institutional Sellers
(last 12 months)
616
Total
Institutional Outflows
(last 12 months)
$1.17B
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SHEL Institutional Buying and Selling by Quarter

Shell Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Anchor Investment Management LLC4,897$345K0.0%-3.9%0.000%
8/18/2025 Old North State Trust LLC5,282$372K0.3%N/A0.000%
8/18/2025 Hollencrest Capital Management8,377$590K0.0%-5.6%0.000%
8/15/2025 Captrust Financial Advisors137,086$9.65M0.0%+5.5%0.005%
8/15/2025 IHT Wealth Management LLC11,900$838K0.0%+31.6%0.000%
8/14/2025 Parvin Asset Management LLC4,625$326K0.3%-9.8%0.000%
8/14/2025 AllSquare Wealth Management LLC4,150$292K0.2%+38.3%0.000%
8/14/2025 Seven Mile Advisory5,572$392K0.2%+3.3%0.000%
8/14/2025 SVB Wealth LLC6,276$442K0.0%N/A0.000%
8/14/2025 Bollard Group LLC24,319$1.71M0.0%+5.7%0.001%
8/14/2025 Cary Street Partners Financial LLC78,585$5.53M0.2%+3.5%0.003%
8/13/2025 Cary Street Partners Investment Advisory LLC3,069$216K0.1%+13.4%0.000%
8/13/2025 Portland Global Advisors LLC11,670$822K0.1%-23.7%0.000%
8/13/2025 Baird Financial Group Inc.101,843$7.17M0.0%-18.9%0.003%
8/13/2025 EverSource Wealth Advisors LLC6,515$459K0.0%+18.2%0.000%
8/13/2025 Twin Peaks Wealth Advisors LLC928$67K0.0%N/A0.000%
8/13/2025 Colonial Trust Advisors674$47K0.0%-79.6%0.000%
8/12/2025 Bahl & Gaynor Inc.28,050$1.98M0.0%-12.5%0.001%
8/11/2025 Alteri Wealth LLC3,660$258K0.1%N/A0.000%
8/11/2025 Pinnacle Wealth Planning Services Inc.5,996$422K0.1%-16.3%0.000%
8/11/2025 Rothschild Investment LLC6,040$425K0.0%+3.2%0.000%
8/11/2025 Poehling Capital Management INC.17,223$1.21M0.3%N/A0.001%
8/11/2025 Sierra Capital LLC31,266$2.20M0.3%+1.8%0.001%
8/8/2025 MTM Investment Management LLC2,145$151K0.1%N/A0.000%
8/7/2025 Reik & CO. LLC26,411$1.86M0.5%-40.0%0.001%
8/7/2025 Rathbones Group PLC33,165$2.34M0.0%-4.3%0.001%
8/6/2025 First Horizon Advisors Inc.10,307$726K0.0%-4.6%0.000%
8/5/2025 Crestwood Advisors Group LLC13,341$939K0.0%-7.6%0.000%
8/5/2025 Wellington Shields Capital Management LLC23,475$1.65M0.3%-16.2%0.001%
8/5/2025 Hunter Associates Investment Management LLC15,497$1.09M0.2%-9.4%0.001%
8/5/2025 Westside Investment Management Inc.348$25K0.0%N/A0.000%
8/4/2025 Adell Harriman & Carpenter Inc.144,033$10.14M0.7%+2.7%0.005%
8/4/2025 Arkadios Wealth Advisors36,565$2.58M0.1%-1.2%0.001%
8/1/2025 Rossby Financial LCC1,460$103K0.0%+394.9%0.000%
8/1/2025 Transcend Capital Advisors LLC9,985$703K0.1%+18.7%0.000%
7/31/2025 Sentinel Trust Co. LBA27,750$1.95M0.2%+0.8%0.001%
7/31/2025 Allied Investment Advisors LLC185,186$13.04M2.3%+2.0%0.006%
7/30/2025 Warther Private Wealth LLC3,099$218K0.1%-9.7%0.000%
7/30/2025 Ethic Inc.9,685$687K0.0%+33.8%0.000%
7/30/2025 Schulhoff & Co. Inc.11,602$817K0.4%+4.4%0.000%
7/30/2025 Cullen Frost Bankers Inc.43,905$3.09M0.0%-3.8%0.001%
7/30/2025 Whittier Trust Co. of Nevada Inc.31,765$2.24M0.1%+21.6%0.001%
7/30/2025 Whittier Trust Co.34,262$2.41M0.0%+10.9%0.001%
7/29/2025 Salomon & Ludwin LLC480$35K0.0%+50.5%0.000%
7/28/2025 Davidson Trust Co.4,175$294K0.1%-8.7%0.000%
7/28/2025Equitable Trust Co.13,020$917K0.0%-9.7%0.000%
7/28/2025 Penbrook Management LLC9,400$662K0.5%-5.1%0.000%
7/25/2025 Yousif Capital Management LLC38,919$2.74M0.0%+7.4%0.001%
7/24/2025 Trust Co. of Toledo NA OH10,472$737K0.1%-2.0%0.000%
7/23/2025 Venturi Wealth Management LLC2,850$201K0.0%N/A0.000%
7/23/2025 Prime Capital Investment Advisors LLC18,098$1.27M0.0%-32.9%0.001%
7/22/2025 Confluence Wealth Services Inc.3,241$228K0.0%-12.4%0.000%
7/21/2025 Ameriflex Group Inc.2,253$160K0.1%-47.0%0.000%
7/17/2025 Janney Capital Management LLC117,622$8.28M0.5%-1.8%0.004%
7/17/2025 Janney Montgomery Scott LLC174,516$12.29M0.0%-0.6%0.006%
7/16/2025 Augustine Asset Management Inc.105,121$7.40M2.0%+0.5%0.004%
7/16/2025 Old Port Advisors15,370$1.08M0.3%+159.0%0.001%
7/15/2025 TD Private Client Wealth LLC30,442$2.14M0.1%+14.9%0.001%
7/14/2025 AdvisorNet Financial Inc3,105$219K0.0%+21.1%0.000%
7/14/2025 GAMMA Investing LLC7,925$558K0.0%+37.4%0.000%
7/11/2025 Farther Finance Advisors LLC16,570$1.17M0.0%+70.5%0.001%
7/11/2025 Wedge Capital Management L L P NC203,210$14.31M0.3%-12.0%0.007%
7/11/2025 Essex Savings Bank6,438$453K0.1%-2.4%0.000%
7/9/2025 Bruce G. Allen Investments LLC7,933$559K0.4%+2.3%0.000%
7/9/2025 Woodstock Corp143,466$10.10M0.9%-0.2%0.005%
7/8/2025 Ransom Advisory Ltd4,261$300K0.1%N/A0.000%
7/8/2025 Bard Financial Services Inc.65,100$4.58M0.5%-1.5%0.002%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.4,740$334K0.0%+4.7%0.000%
7/2/2025 Neville Rodie & Shaw Inc.86,925$6.12M0.5%-8.8%0.003%
6/4/2025 First Hawaiian Bank35,027$2.57M0.1%-6.6%0.001%
5/29/2025Rhumbline Advisers24,785$1.82M0.0%-33.5%0.001%
5/28/2025Birmingham Capital Management Co. Inc. AL10,028$735K0.3%-7.0%0.000%
5/28/2025Intrua Financial LLC14,851$1.09M0.2%+4.9%0.000%
5/28/2025Addison Capital Co2,957$217K0.1%N/A0.000%
5/27/2025Jacobi Capital Management LLC5,795$425K0.0%-9.7%0.000%
5/21/2025Acadian Asset Management LLC27,301$2M0.0%+5.8%0.001%
5/21/2025Geneos Wealth Management Inc.6,800$498K0.0%+45.7%0.000%
5/20/2025Belpointe Asset Management LLC3,461$254K0.0%+16.9%0.000%
5/20/2025Focus Partners Wealth189,673$13.90M0.0%+2.5%0.006%
5/20/2025Flaharty Asset Management LLC2,050$150K0.0%N/A0.000%
5/20/2025Integrity Alliance LLC.2,933$215K0.0%N/A0.000%
5/20/2025Glenview Trust co16,362$1.20M0.0%-12.9%0.001%
5/19/2025SCS Capital Management LLC43,425$3.18M0.0%N/A0.001%
5/19/2025Palogic Value Management L.P.60,598$4.44M1.9%-19.8%0.002%
5/16/2025Yaupon Capital Management LP854,449$62.61M3.2%+24.5%0.028%
5/16/2025Logan Capital Management Inc.291,256$21.34M1.0%+12.7%0.010%
5/16/2025Ascent Group LLC8,869$650K0.0%N/A0.000%
5/16/2025Coppell Advisory Solutions LLC27,078$1.98M0.2%-31.9%0.001%
5/16/2025Arete Wealth Advisors LLC4,115$301K0.0%-7.5%0.000%
5/16/2025Great Lakes Advisors LLC505,409$37.04M0.3%-0.1%0.017%
5/16/2025Signature Estate & Investment Advisors LLC9,826$720K0.0%+146.3%0.000%
5/16/2025Everstar Asset Management LLC2,800$205K0.0%-41.1%0.000%
5/16/2025Ashton Thomas Private Wealth LLC36,956$2.71M0.1%+27.1%0.001%
5/16/2025Jones Financial Companies Lllp7,766$569K0.0%-91.5%0.000%
5/16/2025Raab & Moskowitz Asset Management LLC4,987$365K0.1%-14.4%0.000%
5/16/2025Rise Advisors LLC347$25K0.0%-61.1%0.000%
5/16/2025Permanens Capital L.P.17,940$1.32M0.2%+48.5%0.001%
5/16/2025Pingora Partners LLC17,875$1.31M1.0%-7.6%0.001%
5/16/2025Plancorp LLC7,504$550K0.0%N/A0.000%
5/16/2025New England Asset Management Inc.86,040$6.31M1.0%+0.7%0.003%
(Data available from 1/1/2016 forward)

SHEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHEL shares?

During the previous two years, 1,367 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($5.41B), Dimensional Fund Advisors LP ($1.71B), Fisher Asset Management LLC ($1.56B), Morgan Stanley ($602.35M), Wellington Management Group LLP ($578.09M), Bank of America Corp DE ($557.86M), and Hotchkis & Wiley Capital Management LLC ($544.79M).Learn more on Shell's institutional investors.

What percentage of Shell's stock is owned by institutional investors?

28.60% of Shell's stock is owned by institutional investors. Learn more on SHEL's institutional investor holdings.

Which institutional investors have been buying Shell's stock?

Of the 1,089 institutional investors that purchased Shell's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($30.93M), Raymond James Financial Inc. ($2.97M), GQG Partners LLC ($2.86M), Nuveen LLC ($2.46M), Jennison Associates LLC ($2.41M), Empyrean Capital Partners LP ($2.30M), and Voloridge Investment Management LLC ($2.18M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 60,534,232 shares in the last 24 months. This purchase volume represents approximately $3.98B in transactions.

Which of Shell's major shareholders have been selling company stock?

Of the 616 institutional investors that sold Shell's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hotchkis & Wiley Capital Management LLC ($1.23M), Lord Abbett & CO. LLC ($977.45K), Alyeska Investment Group L.P. ($682.92K), Raymond James & Associates ($667.05K), Rockefeller Capital Management L.P. ($630.87K), Amundi ($619.63K), and Bank of Montreal Can ($613.24K).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 17,463,398 shares in the last 24 months. This volume of shares sold represents approximately $1.17B in transactions.


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This page (NYSE:SHEL) was last updated on 9/11/2025 by MarketBeat.com Staff
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