Go Pro
→ A letter from Shannon Stansberry (From Porter & Company) (Ad)tc pixel Free SHEL Stock Alerts

Shell (SHEL) Institutional Ownership

Shell logo
$95.71 -0.07 (-0.08%)
Closing price 09/25/2026 03:59 PM Eastern
Extended Trading
$95.96 +0.26 (+0.27%)
As of 09/25/2026 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

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

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
175
Total
Institutional Inflows
(last 12 months)
$298.57M
Number of
Institutional Sellers
(last 12 months)
143
Total
Institutional Outflows
(last 12 months)
$291.84M
Get SHEL Insider Trade Alerts

Want to know when executives and insiders are buying or selling Shell stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SHEL Institutional Buying and Selling by Quarter

Shell Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026 QRG Capital Management Inc.222,107$17.22M0.1%+10.5%0.008%
9/23/2026 Envestnet Portfolio Solutions Inc.10,213$792K0.0%+10.1%0.000%
9/23/2026 Envestnet Asset Management Inc.2,352,694$182.43M0.0%+7.9%0.084%
9/22/2026 State Street Corp34,376$2.67M0.0%-55.3%0.001%
9/15/2026 Anchor Investment Management LLC4,338$336K0.0%-5.4%0.000%
9/9/2026 Palogic Value Management L.P.54,698$4.24M0.9%+31.4%0.002%
9/9/2026 Sequoia Financial Advisors LLC42,146$3.27M0.0%-12.7%0.002%
9/9/2026 Tidal Investments LLC445,750$34.56M0.1%-71.1%0.016%
9/9/2026 Archford Capital Strategies LLC57,122$4.43M0.4%-27.8%0.002%
9/9/2026 WINTON GROUP Ltd3,800$295K0.0%N/A0.000%
9/9/2026 Engineers Gate Manager LP840,770$65.19M0.8%+300.7%0.030%
9/9/2026 Integrated Wealth Concepts LLC40,546$3.14M0.0%+1.5%0.001%
9/9/2026 RFG Advisory LLC4,622$358K0.0%+4.8%0.000%
9/9/2026 NewEdge Advisors LLC116,520$9.04M0.0%-15.8%0.004%
9/9/2026 IFP Advisors Inc13,826$1.07M0.0%-22.4%0.000%
9/9/2026 Baird Financial Group Inc.82,399$6.39M0.0%+12.5%0.003%
9/8/2026 Allworth Financial LP25,356$1.97M0.0%-6.8%0.001%
9/8/2026 West Family Investments Inc.12,116$939K0.3%+63.6%0.000%
9/8/2026 Waverly Advisors LLC407,847$31.62M0.2%+307.1%0.015%
9/8/2026 Bank OZK31,749$2.46M0.8%+12.1%0.001%
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%
Musk says UBI is coming. I say it's already here. (Ad)

Elon Musk says AI could make money irrelevant by 2036. One income program already exists today, funded not by robots but by America's oil and gas infrastructure. It's called the Patriot Income Plan, or P.I.P., and it pays 10% a year across 42 separate distribution dates. This year it's on track to pay out a record 53 billion dollars. Think of it as a personal stake in the world's largest energy producer, structured to deliver income on a regular schedule.tc pixel

Enroll in the Patriot Income Plan before the next payout date
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%
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%
One signature away. Expected within months. (Ad)

On May 21, 2026, a federal bank board unanimously approved a nearly $3 billion loan to build a gold mine on American soil. Congress had 25 days notice and raised no objections. The company's own filings cite substantial support and partnership from the Department of War. Alongside gold, the deposit holds a second metal China has banned from export to the U.S., the only domestic reserve of its kind. The company is roughly one fiftieth the size of Newmont.tc pixel

Get the name and ticker before the signature is finalized
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%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,145 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 801 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 3,897,563 shares in the last 24 months. This purchase volume represents approximately $298.57M in transactions.

Of the 143 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: Tidal Investments LLC ($1.10M), 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), and Lord Abbett & CO. LLC ($53.61K).

Institutional investors have sold a total of 3,748,926 shares in the last 24 months. This volume of shares sold represents approximately $291.84M in transactions.


Related Companies

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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Arizona Gold Explorer Nears First-Ever Resource Estimate
A little-known Arizona gold explorer just hit 66.2 metres grading 6.57 g/t gold, including 20.7 metres at 18.2...
Wall Street Logic | Sponsoredtc pixel
Musk says UBI is coming. I say it's already here.
Elon Musk says AI could make money irrelevant by 2036. One income program already exists today, funded not by ...
Freedom Financial | Sponsoredtc pixel
My next big call (under $1)
17,556% on KDA. Here's what I'm buying now. It's a coin under $1.00 that most investors have never heard of...
Crypto 101 Media | Sponsoredtc pixel
Should You Convert a Traditional IRA to a Roth After 60?
Considering a Roth conversion after 60? The upside includes no income limits on conversions, potential tax-fre...
SmartAsset | Sponsoredtc pixel
This AI Stock Reminds One Analyst of Early Nvidia
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
This free guide explains options the way they should be taught
Most options educators jump straight into Greeks, spreads, and implied volatility - losing beginners before th...
Base Camp Trading | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel