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Shell (SHEL) Institutional Ownership

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$92.98 +0.03 (+0.03%)
As of 09/4/2026 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Shell (NYSE:SHEL)

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
166
Total
Institutional Inflows
(last 12 months)
$208.02M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$199.14M
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SHEL Institutional Buying and Selling by Quarter

Shell Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2026 Parkside Financial Bank & Trust2,307$179K0.0%-65.3%0.000%
9/3/2026 Anchor Capital Advisors LLC235,851$18.29M0.3%-10.0%0.008%
9/1/2026 Parrish Capital LLC19,923$1.55M1.2%-10.2%0.001%
8/27/2026 Corient Private Wealth LP341,233$26.46M0.0%-4.4%0.012%
8/27/2026 Tucker Asset Management LLC4,567$354K0.1%-2.7%0.000%
8/26/2026 HORAN Wealth LLC42,632$3.31M0.4%-48.8%0.002%
8/26/2026 HighTower Advisors LLC293,932$22.79M0.0%-3.6%0.010%
8/24/2026 First Eagle Investment Management LLC1,073,265$83.22M0.1%+1.5%0.038%
8/23/2026 DMC Group LLC6,648$515K0.4%-12.6%0.000%
8/23/2026 Washington Trust Advisors Inc.1,763$137K0.0%-44.3%0.000%
8/23/2026 Ameritas Advisory Services LLC7,926$615K0.0%+24.1%0.000%
8/23/2026 Wedmont Private Capital9,848$810K0.0%-13.1%0.000%
8/23/2026 Kintra Wealth LLC4,166$323K0.0%+63.0%0.000%
8/23/2026 SFG Wealth Management LLC.5,711$443K0.2%N/A0.000%
8/23/2026 HB Wealth Management LLC49,749$3.86M0.0%+3.4%0.002%
8/23/2026 Nilsine Partners LLC4,423$343K0.0%-8.9%0.000%
8/23/2026 Angeles Wealth Management LLC6,500$504K0.0%-1.7%0.000%
8/23/2026 Azimuth Capital Investment Management LLC57,810$4.48M0.2%-1.4%0.002%
8/23/2026 HF Advisory Group LLC48,113$3.73M1.2%-1.9%0.002%
8/22/2026 Old Mission Investment Co LLC3,762$292K0.1%N/A0.000%
8/22/2026 Plan A Wealth LLC8,619$668K0.3%+1.7%0.000%
8/22/2026 Sapient Capital LLC210,264$16.30M0.2%-1.3%0.007%
8/22/2026 TD Waterhouse Canada Inc.126,557$9.69M0.0%+8.1%0.005%
8/22/2026 United Community Bank3,400$264K0.1%+12.0%0.000%
8/22/2026 Concurrent Investment Advisors LLC57,585$4.47M0.0%+1.6%0.002%
8/21/2026 Greenspring Advisors LLC10,583$821K0.0%+7.8%0.000%
8/21/2026 Continuum Advisory LLC445$34K0.0%N/A0.000%
8/21/2026 PFG Private Wealth Management LLC3,578$277K0.1%+3.8%0.000%
8/21/2026 Independence Bank of Kentucky14,185$1.10M0.1%-0.8%0.001%
8/20/2026 Nwam LLC10,266$796K0.0%-3.5%0.000%
8/20/2026 Rehmann Capital Advisory Group3,521$273K0.0%-6.1%0.000%
8/20/2026 Headlands Technologies LLC3,136$243K0.0%N/A0.000%
8/20/2026 Quantitative Investment Management LLC44,507$3.45M0.4%N/A0.002%
8/20/2026 Ancora Advisors LLC4,228$328K0.0%-32.0%0.000%
8/20/2026 Sigma Planning Corp9,336$724K0.0%-3.3%0.000%
8/20/2026 Benjamin Edwards Inc.23,859$1.85M0.0%+8.6%0.001%
8/20/2026 GTS Securities LLC108,250$8.39M0.2%+17.2%0.004%
8/20/2026 Alyeska Investment Group L.P.13,049$1.01M0.0%N/A0.000%
8/20/2026 Flputnam Investment Management Co.11,349$880K0.0%-3.5%0.000%
8/20/2026 Cookson Peirce & Co. Inc.27,487$2.13M0.1%+5.0%0.001%
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8/20/2026 Northwestern Mutual Wealth Management Co.331,800$25.73M0.0%-4.1%0.012%
8/20/2026 Wedbush Securities Inc.13,938$1.08M0.0%+7.9%0.000%
8/20/2026 Bluefin Capital Management LLC3,600$279K0.1%N/A0.000%
8/20/2026 Thornburg Investment Management Inc.228,036$17.68M0.2%+100.3%0.008%
8/20/2026 Hennessy Advisors Inc.79,700$6.18M0.2%-1.8%0.003%
8/19/2026 Capital Advisors Inc. OK6,201$481K0.0%-4.0%0.000%
8/19/2026 Van ECK Associates Corp643,152$49.87M0.0%+44.3%0.023%
8/19/2026 Chapin Davis Inc.3,424$265K0.0%+15.1%0.000%
8/19/2026 Hsbc Holdings PLC22,671$1.76M0.0%-150.2%0.001%
8/19/2026 Tandem Capital Management Corp ADV3,725$289K0.1%+14.6%0.000%
8/19/2026 Wellington Management Group LLP5,732,160$444.47M0.1%-9.9%0.204%
8/19/2026 Kingsview Wealth Management LLC26,675$2.07M0.0%+17.7%0.001%
8/18/2026 Beacon Pointe Advisors LLC43,299$3.36M0.0%-14.5%0.002%
8/18/2026 49 Wealth Management LLC2,720$211K0.0%N/A0.000%
8/18/2026 Strait & Sound Wealth Management LLC12,992$1.01M0.4%+4.2%0.000%
8/18/2026 Glenview Trust Co16,661$1.29M0.0%+2.9%0.001%
8/18/2026 North Star Asset Management Inc.3,787$294K0.0%+7.9%0.000%
8/18/2026 Comprehensive Money Management Services LLC3,857$299K0.2%+11.6%0.000%
8/18/2026 United Capital Financial Advisors LLC41,997$3.26M0.0%+1.6%0.001%
8/18/2026 Dearborn Partners LLC8,625$669K0.0%+17.0%0.000%
8/18/2026 Brooks Moore & Associates Inc.22,695$1.76M0.8%+10.5%0.001%
8/18/2026 Bank OZK31,749$2.46M0.7%+12.1%0.001%
8/18/2026 Hayek Kallen Investment Management9,904$768K0.2%-19.6%0.000%
8/18/2026 Equitable Holdings Inc.13,670$1.06M0.0%-11.5%0.000%
8/18/2026 Integrated Investment Consultants LLC18,532$1.44M0.3%-1.4%0.001%
8/18/2026 Coastal Bridge Advisors LLC18,391$1.43M0.1%-2.3%0.001%
8/18/2026Jefferies Financial Group Inc.103,304$8.01M0.1%+268.2%0.004%
8/18/2026 Public Employees Retirement System of Ohio264,050$20.47M0.1%+65.8%0.009%
8/17/2026 Pure Financial Advisors LLC8,467$656K0.0%+23.7%0.000%
8/17/2026 Transamerica Financial Advisors LLC9,771$758K0.1%+19.8%0.000%
8/17/2026 Corient Private Wealth LP351,034$27.22M0.0%-1.7%0.013%
8/17/2026 Palogic Value Management L.P.54,698$4.24M1.4%+31.4%0.002%
8/17/2026 Perennial Investment Advisors LLC3,246$252K0.0%-7.5%0.000%
8/17/2026 Ausdal Financial Partners Inc.39,026$3.03M0.1%-26.2%0.001%
8/17/2026 Bank of America Corp DE7,709,715$597.81M0.0%+1.9%0.275%
8/17/2026 Bluefin Capital Management LLC3,600$279K0.1%N/A0.000%
8/15/2026 Strategic Global Advisors LLC4,438$344K0.0%-74.8%0.000%
8/15/2026 Gallagher Fiduciary Advisors LLC4,785$371K0.0%-9.3%0.000%
8/15/2026 Western Wealth Management LLC3,604$279K0.0%+12.3%0.000%
8/15/2026 First Bancorp Inc ME821$64K0.0%-64.6%0.000%
8/15/2026 Jupiter Topco LLC7,026$545K0.0%N/A0.000%
8/14/2026 Hsbc Holdings PLC22,671$1.76M0.0%-150.2%0.001%
8/14/2026 Ancora Advisors LLC4,228$328K0.0%-32.0%0.000%
8/14/2026 Jones Financial Companies Lllp776,654$59.45M0.0%+5.2%0.028%
8/14/2026 Fiduciary Financial Advisors1,221$94K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC108,558$8.42M0.1%-16.4%0.004%
8/14/2026 Twin Peaks Wealth Advisors LLC2,836$220K0.0%+50.7%0.000%
8/14/2026 Cullen Capital Management LLC448,464$34.77M0.3%+50.0%0.016%
8/13/2026 Cibc World Market Inc.586,039$45.44M0.1%+66.3%0.021%
8/13/2026 Sanctuary Advisors LLC164,417$12.75M0.1%-10.0%0.006%
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8/13/2026 Connor Clark & Lunn Investment Management Ltd.379,130$29.40M0.1%-73.5%0.014%
8/13/2026 Haverford Trust Co9,710$753K0.0%-4.6%0.000%
8/13/2026 Bank of Nova Scotia17,790$1.38M0.0%+493.0%0.001%
8/12/2026 Elevation Point Wealth Partners LLC45,721$3.55M0.1%+18.8%0.002%
8/12/2026 Commerce Bank211,067$16.37M0.1%-0.7%0.008%
8/12/2026 Northwestern Mutual Wealth Management Co.331,800$25.73M0.0%-4.1%0.012%
8/12/2026 Gabelli Funds LLC369,150$28.62M0.2%-8.7%0.013%
8/12/2026 Evolve Private Wealth LLC21,298$1.65M0.1%-16.6%0.001%
8/12/2026 Farringdon Capital Ltd.23,788$1.85M0.9%-60.4%0.001%
8/12/2026 W1M Asset Management Ltd13,261$1.03M0.0%+17.2%0.000%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,144 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), Bank of America Corp DE ($597.81M), Hotchkis & Wiley Capital Management LLC ($544.79M), Price T Rowe Associates Inc. MD ($531.52M), and Goldman Sachs Group Inc. ($481.58M).Learn more on Shell's institutional investors.

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

Of the 798 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 ($24.37M), Raymond James Financial Inc. ($2.97M), GQG Partners LLC ($2.86M), Nuveen LLC ($2.46M), Voloridge Investment Management LLC ($2.18M), Jennison Associates LLC ($2.00M), and Freestone Grove Partners LP ($1.33M).

Institutional investors have bought a total of 2,730,100 shares in the last 24 months. This purchase volume represents approximately $208.02M in transactions.

Of the 138 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: Connor Clark & Lunn Investment Management Ltd. ($1.05M), Wellington Management Group LLP ($631.20K), SG Americas Securities LLC ($154.21K), Silvercrest Asset Management Group LLC ($68.34K), Wedge Capital Management L L P NC ($53.91K), Lord Abbett & CO. LLC ($53.61K), and Tocqueville Asset Management L.P. ($49.78K).

Institutional investors have sold a total of 2,553,679 shares in the last 24 months. This volume of shares sold represents approximately $199.14M in transactions.



Institutional ownership data for NYSE:SHEL is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/4/2026. New 13F filings are added each quarter as they're published.
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