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Shell (SHEL) Institutional Ownership

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$64.51 -1.00 (-1.53%)
As of 03:59 PM 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)
749
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$1.09B
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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
4/30/2025Linden Thomas Advisory Services LLC7,426$544K0.1%+11.9%0.000%
4/30/2025M&T Bank Corp214,283$15.70M0.1%-0.1%0.007%
4/30/2025Stratos Wealth Partners LTD.26,518$1.94M0.0%-9.5%0.001%
4/30/2025May Hill Capital LLC10,017$734K0.3%+50.2%0.000%
4/30/2025Garrett Wealth Advisory Group LLC22,677$1.66M0.4%+14.9%0.001%
4/30/2025Brown Advisory Inc.42,275$3.10M0.0%+1.0%0.001%
4/30/2025Harbour Investment Management LLC31,058$2.28M1.0%-0.8%0.001%
4/30/2025Crossmark Global Holdings Inc.378,225$27.72M0.5%-4.1%0.013%
4/29/2025U.S. Capital Wealth Advisors LLC73,059$5.35M0.2%-7.6%0.002%
4/29/2025Financial Counselors Inc.21,265$1.56M0.0%-13.7%0.001%
4/29/2025Callan Capital LLC8,159$598K0.0%+42.4%0.000%
4/29/2025Capital Advisors Inc. OK7,898$579K0.0%+5.9%0.000%
4/29/2025Envestnet Asset Management Inc.1,989,988$145.83M0.0%-2.5%0.066%
4/29/2025Hexagon Capital Partners LLC3,565$261K0.0%+11.4%0.000%
4/29/2025Meridian Investment Counsel Inc.2,977$218K0.1%N/A0.000%
4/29/2025Adell Harriman & Carpenter Inc.140,314$10.28M0.8%+7.3%0.005%
4/29/2025Concurrent Investment Advisors LLC48,522$3.56M0.1%+28.0%0.002%
4/29/2025Bank of New York Mellon Corp526,440$38.58M0.0%-10.9%0.018%
4/29/2025World Investment Advisors9,349$685K0.0%+5.4%0.000%
4/29/2025Wayfinding Financial LLC801$58K0.0%N/A0.000%
4/29/2025Capital Investment Advisory Services LLC5,607$411K0.0%+8.7%0.000%
4/29/2025Investors Asset Management of Georgia Inc. GA ADV3,775$277K0.1%-15.6%0.000%
4/29/2025Wedgewood Investors Inc. PA3,000$220K0.3%N/A0.000%
4/29/2025OneDigital Investment Advisors LLC6,745$494K0.0%-7.3%0.000%
4/29/202544 Wealth Management LLC24,188$1.77M0.7%+22.8%0.001%
4/29/2025Avantax Planning Partners Inc.3,001$220K0.0%N/A0.000%
4/29/2025Davidson Trust Co.4,575$335K0.2%N/A0.000%
4/29/2025Checchi Capital Advisers LLC23,699$1.74M0.1%+1.2%0.001%
4/28/2025 North Capital Inc.951$70K0.1%N/A0.000%
4/28/2025 D.A. Davidson & CO.185,646$13.60M0.1%+3.5%0.006%
4/28/2025 Rosenberg Matthew Hamilton8,914$653K0.2%-8.7%0.000%
4/28/2025 Meritage Portfolio Management63,103$4.62M0.3%+107.6%0.002%
4/28/2025 Resonant Capital Advisors LLC7,072$518K0.0%+52.4%0.000%
4/28/2025 First Horizon Advisors Inc.10,801$792K0.0%-2.0%0.000%
4/28/2025 Drum Hill Capital LLC59,273$4.34M5.0%-0.4%0.002%
4/28/2025 Private Trust Co. NA11,025$808K0.1%+5.2%0.000%
4/28/2025 Physician Wealth Advisors Inc.875$64K0.0%-28.3%0.000%
4/28/2025 Pinnacle Financial Partners Inc103,524$7.59M0.2%+15.1%0.003%
4/28/2025 Kanawha Capital Management LLC35,248$2.58M0.2%-4.3%0.001%
4/28/2025 Aaron Wealth Advisors LLC19,499$1.43M0.2%+3.9%0.001%
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4/28/2025 Lawson Kroeker Investment Management Inc. NE5,389$395K0.1%-4.0%0.000%
4/28/2025 Klingenstein Fields & Co. LP241,567$17.70M0.8%+0.6%0.008%
4/28/2025 PICTET BANK & TRUST Ltd8,400$616K0.8%-2.9%0.000%
4/28/2025 Keybank National Association OH91,100$6.68M0.0%+1.6%0.003%
4/28/2025 Clear Creek Financial Management LLC5,229$383K0.0%+23.3%0.000%
4/25/2025 Mather Group LLC.17,206$1.26M0.0%+3.1%0.001%
4/25/2025 Unified Investment Management18,727$1.37M1.6%+1.5%0.001%
4/25/2025 Koshinski Asset Management Inc.15,125$1.11M0.1%-3.3%0.001%
4/25/2025 Red Door Wealth Management LLC5,597$410K0.1%+16.1%0.000%
4/25/2025 Spinnaker Trust3,049$223K0.0%N/A0.000%
4/25/2025 Argent Advisors Inc.4,567$335K0.1%+12.5%0.000%
4/25/2025 Augustine Asset Management Inc.104,625$7.67M2.2%+0.5%0.003%
4/25/2025 Citizens National Bank Trust Department1,147$84K0.0%-14.8%0.000%
4/25/2025 Avidian Wealth Enterprises LLC23,455$1.72M0.1%+7.9%0.001%
4/25/2025 Naviter Wealth LLC62,121$4.52M0.5%+0.6%0.002%
4/25/2025 Essex Financial Services Inc.7,106$521K0.0%+44.8%0.000%
4/24/2025 Sunbelt Securities Inc.15,007$1.10M0.1%+3.6%0.000%
4/24/2025 Tsfg LLC1,436$105K0.0%N/A0.000%
4/24/2025 Allspring Global Investments Holdings LLC19,323$1.40M0.0%+4.4%0.001%
4/24/2025 Highland Capital Management LLC21,711$1.59M0.1%-7.6%0.001%
4/24/2025 TCV Trust & Wealth Management Inc.2,825$207K0.0%N/A0.000%
4/24/2025 Elevated Capital Advisors LLC6,499$476K0.1%-25.4%0.000%
4/24/2025 U S Global Investors Inc.5,000$366K0.0%N/A0.000%
4/24/2025 Jaffetilchin Investment Partners LLC8,650$634K0.0%-10.5%0.000%
4/24/2025 Transcend Capital Advisors LLC8,410$616K0.0%+7.6%0.000%
4/24/2025 Trust Co. of Vermont7,386$541K0.0%-5.7%0.000%
4/24/2025 Victrix Investment Advisors18,130$1.26M0.7%-25.8%0.001%
4/24/2025 Diversified Trust Co10,839$794K0.0%+2.2%0.000%
4/24/2025 Hedges Asset Management LLC71,100$5.21M3.2%-2.3%0.002%
4/24/2025 Perpetual Ltd15,639$1.15M0.0%+2.3%0.001%
4/24/2025 Holistic Planning LLC6,674$489K0.2%-13.0%0.000%
4/24/2025 PDS Planning Inc10,208$748K0.1%+20.2%0.000%
4/23/2025 Creative Financial Designs Inc. ADV374$27K0.0%-31.5%0.000%
4/23/2025 Sequoia Financial Advisors LLC49,580$3.63M0.0%+3.8%0.002%
4/23/2025 Kavar Capital Partners Group LLC7,684$563K0.1%-2.5%0.000%
4/23/2025 Pure Financial Advisors LLC4,934$362K0.0%N/A0.000%
4/23/2025 SOL Capital Management CO15,188$1.11M0.1%-4.0%0.001%
4/23/2025 Alpine Bank Wealth Management3,244$238K0.0%N/A0.000%
4/23/2025 HBK Sorce Advisory LLC16,914$1.24M0.0%+11.8%0.001%
4/23/2025 Pinnacle Bancorp Inc.1,872$137K0.0%+11.8%0.000%
4/23/2025 Golden State Wealth Management LLC2,700$198K0.0%+146.1%0.000%
4/23/2025 Bessemer Group Inc.15,401$1.13M0.0%+17.3%0.001%
4/23/2025 First Pacific Financial400$29K0.0%-79.0%0.000%
4/23/2025 JCIC Asset Management Inc.45,256$3.32M1.4%-1.8%0.001%
4/23/2025 Daymark Wealth Partners LLC9,955$729K0.0%-50.1%0.000%
4/23/2025 Golden State Equity Partners3,562$261K0.1%+5.1%0.000%
4/23/2025 Mattern Wealth Management LLC7,400$542K0.1%+28.1%0.000%
4/23/2025 Penn Davis Mcfarland Inc.509,246$37.32M4.4%+0.8%0.017%
4/23/2025 International Assets Investment Management LLC5,827$427K0.0%+5.2%0.000%
4/23/2025 Harbour Capital Advisors LLC7,235$505K0.1%+2.4%0.000%
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4/23/2025 Chevy Chase Trust Holdings LLC1,714,823$125.66M0.4%-1.9%0.057%
4/23/2025 Ledyard National Bank5,577$409K0.0%-16.7%0.000%
4/23/2025 YHB Investment Advisors Inc.68,611$5.03M0.4%+4.0%0.002%
4/23/2025 Legacy Advisors LLC9,423$690K0.1%N/A0.000%
4/23/2025 Oppenheimer & Co. Inc.48,789$3.58M0.1%+0.8%0.002%
4/23/2025 Oppenheimer Asset Management Inc.178,079$13.05M0.2%-0.4%0.006%
4/23/2025 Continuum Advisory LLC767$56K0.0%+133.1%0.000%
4/22/2025 Park Capital Management LLC WI4,428$324K0.4%-24.8%0.000%
4/22/2025 Brown Lisle Cummings Inc.356$26K0.0%+103.4%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.126,747$9.29M0.0%-1.5%0.004%
(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, 1,372 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($5.41B), Fisher Asset Management LLC ($1.56B), Dimensional Fund Advisors LP ($1.43B), Morgan Stanley ($602.35M), Bank of America Corp DE ($557.86M), Arrowstreet Capital Limited Partnership ($532.24M), and Wellington Management Group LLP ($500.12M).Learn more on SHEL's institutional investors.

What percentage of Shell stock is owned by institutional investors?

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

Which institutional investors have been buying Shell stock?

Of the 1,121 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($31.57M), Perpetual Ltd ($10.13M), Pale Fire Capital SE ($5.43M), Envestnet Asset Management Inc. ($3.94M), Bank of New York Mellon Corp ($3.69M), Fisher Asset Management LLC ($2.65M), and Jennison Associates LLC ($2.54M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 125,545,917 shares in the last 24 months. This purchase volume represents approximately $7.89B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 884 institutional investors that sold Shell stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Perpetual Ltd ($10.12M), Pale Fire Capital SE ($3.11M), Envestnet Asset Management Inc. ($3.11M), Wellington Management Group LLP ($1.11M), Mackenzie Financial Corp ($897.53K), Lord Abbett & CO. LLC ($817.82K), and Franklin Resources Inc. ($791.57K).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 46,744,572 shares in the last 24 months. This volume of shares sold represents approximately $3.00B in transactions.


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This page (NYSE:SHEL) was last updated on 4/30/2025 by MarketBeat.com Staff
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