Shell (SHEL) Institutional Ownership

$72.05

-0.04 (-0.06%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 28.60%
Number of Institutional Buyers (last 12 months): 720
Total Institutional Inflows (last 12 months): $2.98B

Number of Institutional Sellers (last 12 months): 561
Total Institutional Outflows (last 12 months): $1.87B

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SHEL Institutional Buying and Selling by Quarter

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Shell Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	8,615	$622K	0.0%	+8.3%	0.000%
7/26/2024	Cambridge Investment Research Advisors Inc.	143,248	$10.34M	0.0%	-9.2%	0.005%
7/26/2024	Atomi Financial Group Inc.	28,701	$2.07M	0.2%	+31.4%	0.001%
7/26/2024	Summit Securities Group LLC	1,000	$72K	0.0%	-28.6%	0.000%
7/26/2024	Solstein Capital LLC	20,649	$1.49M	0.9%	+5.8%	0.001%
7/26/2024	Signature Estate & Investment Advisors LLC	3,854	$278K	0.0%	N/A	0.000%
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7/26/2024	Allspring Global Investments Holdings LLC	11,131	$803K	0.0%	+61.4%	0.000%
7/26/2024	Verdence Capital Advisors LLC	8,992	$649K	0.1%	-6.4%	0.000%
7/26/2024	Bank of New York Mellon Corp	531,676	$38.38M	0.0%	-21.0%	0.017%
7/25/2024	Addison Capital Co	3,023	$218K	0.1%	N/A	0.000%
7/25/2024	apricus wealth LLC	23,570	$1.70M	1.2%	+2.7%	0.001%
7/25/2024	Raymond James Trust N.A.	60,924	$4.40M	0.1%	-1.9%	0.002%
7/25/2024	Wedgewood Investors Inc. PA	3,000	$217K	0.3%	N/A	0.000%
7/25/2024	Highland Capital Management LLC	24,664	$1.78M	0.1%	-7.8%	0.001%
7/25/2024	AMG National Trust Bank	6,402	$462K	0.0%	N/A	0.000%
7/25/2024	Independence Bank of Kentucky	5,530	$399K	0.1%	+19.5%	0.000%
7/25/2024	Aries Wealth Management	6,636	$479K	0.2%	+25.9%	0.000%
7/25/2024	Shelter Ins Retirement Plan	113,750	$8.21M	2.1%	N/A	0.004%
7/25/2024	Kanawha Capital Management LLC	41,963	$3.03M	0.2%	+3.9%	0.001%
7/25/2024	First National Bank of Hutchinson	5,850	$422K	0.3%	+31.8%	0.000%
7/24/2024	LRI Investments LLC	633	$46K	0.0%	+3,856.3%	0.000%
7/24/2024	Family Firm Inc.	2,843	$205K	0.0%	N/A	0.000%
7/24/2024	Traynor Capital Management Inc.	17,417	$1.26M	0.1%	+13.8%	0.001%
7/24/2024	Lebenthal Global Advisors LLC	7,987	$577K	0.1%	+12.0%	0.000%
7/24/2024	&PARTNERS	21,329	$1.54M	0.1%	+93.2%	0.001%
7/23/2024	Tevis Investment Management	3,697	$267K	0.2%	-30.1%	0.000%
7/23/2024	GYL Financial Synergies LLC	75,191	$5.43M	0.4%	+7.3%	0.002%
7/23/2024	Hennessy Advisors Inc.	80,900	$5.84M	0.2%	-2.1%	0.003%
7/23/2024	Griffin Asset Management Inc.	65,822	$4.75M	0.6%	-3.1%	0.002%
7/23/2024	Courier Capital LLC	6,713	$485K	0.0%	-3.1%	0.000%
7/23/2024	Eads & Heald Wealth Management	4,249	$307K	0.1%	-4.0%	0.000%
7/22/2024	Atria Wealth Solutions Inc.	38,609	$2.79M	0.0%	-29.2%	0.001%
7/22/2024	Aaron Wealth Advisors LLC	12,409	$896K	0.1%	+14.7%	0.000%
7/22/2024	Fifth Third Bancorp	103,923	$7.50M	0.0%	-3.8%	0.003%
7/22/2024	Summit Global Investments	17,979	$1.30M	0.1%	+383.8%	0.001%
7/22/2024	Chevy Chase Trust Holdings LLC	1,840,690	$132.86M	0.4%	+0.3%	0.058%
7/22/2024	Hobbs Group Advisors LLC	362	$26K	0.0%	N/A	0.000%
7/22/2024	Sanibel Captiva Trust Company Inc.	21,930	$1.58M	0.1%	+1.0%	0.001%
7/22/2024	BigSur Wealth Management LLC	6,536	$472K	0.1%	+29.8%	0.000%
7/22/2024	Aull & Monroe Investment Management Corp	11,130	$803K	0.4%	-6.8%	0.000%
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7/22/2024	SeaCrest Wealth Management LLC	32,297	$2.33M	0.3%	+1.0%	0.001%
7/20/2024	First Horizon Advisors Inc.	11,097	$801K	0.0%	+1.3%	0.000%
7/20/2024	First Pacific Financial	1,876	$135K	0.0%	+28.3%	0.000%
7/20/2024	Parsons Capital Management Inc. RI	7,186	$519K	0.0%	-2.7%	0.000%
7/20/2024	Raymond James Financial Services Advisors Inc.	335,848	$24.24M	0.0%	-4.3%	0.011%
7/20/2024	Meridian Investment Counsel Inc.	2,977	$215K	0.1%	N/A	0.000%
7/20/2024	Nisa Investment Advisors LLC	1,939	$140K	0.0%	+218.4%	0.000%
7/20/2024	Penn Davis Mcfarland Inc.	505,522	$36.49M	5.6%	-3.6%	0.016%
7/19/2024	BTC Capital Management Inc.	19,004	$1.37M	0.1%	-9.0%	0.001%
7/19/2024	Hedges Asset Management LLC	69,850	$5.04M	3.6%	-1.4%	0.002%
7/19/2024	Cantor Fitzgerald Investment Advisors L.P.	328,920	$23.74M	1.8%	-2.1%	0.010%
7/19/2024	Western Wealth Management LLC	3,464	$250K	0.0%	-6.9%	0.000%
7/19/2024	Garrett Wealth Advisory Group LLC	13,215	$954K	0.3%	N/A	0.000%
7/19/2024	Raymond James & Associates	1,698,247	$122.58M	0.1%	+65.7%	0.054%
7/19/2024	ARS Wealth Advisors Group LLC	32,347	$2.34M	0.3%	-9.5%	0.001%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	102,809	$7.42M	0.0%	-20.8%	0.003%
7/19/2024	CFM Wealth Partners LLC	4,769	$344K	0.1%	+41.6%	0.000%
7/19/2024	Harrell Investment Partners LLC	8,873	$640K	0.2%	-4.1%	0.000%
7/19/2024	Petra Financial Advisors Inc.	2,772	$200K	0.1%	N/A	0.000%
7/18/2024	Brookstone Capital Management	11,107	$814K	0.0%	-14.8%	0.000%
7/18/2024	Blue Trust Inc.	19,587	$1.31M	0.0%	+106.9%	0.001%
7/18/2024	Old Port Advisors	3,431	$248K	0.1%	N/A	0.000%
7/18/2024	Portside Wealth Group LLC	29,527	$2.13M	0.4%	-3.9%	0.001%
7/18/2024	Coronation Fund Managers Ltd.	15,201	$1.10M	0.0%	+7.6%	0.000%
7/18/2024	Cordatus Wealth Management LLC	5,344	$386K	0.1%	N/A	0.000%
7/18/2024	Ellsworth Advisors LLC	17,646	$1.27M	0.4%	+13.4%	0.001%
7/18/2024	Triad Wealth Partners LLC	436	$31K	0.0%	N/A	0.000%
7/18/2024	Fiduciary Financial Group LLC	5,223	$380K	0.1%	N/A	0.000%
7/17/2024	Founders Capital Management LLC	4,262	$308K	0.1%	-12.3%	0.000%
7/17/2024	Montecito Bank & Trust	2,835	$205K	0.0%	-20.9%	0.000%
7/17/2024	Welch Group LLC	3,407	$246K	0.0%	+14.1%	0.000%
7/17/2024	Brookmont Capital Management	66,515	$4.80M	2.6%	-4.2%	0.002%
7/17/2024	Wedge Capital Management L L P NC	337,972	$24.40M	0.4%	+16.1%	0.011%
7/17/2024	SteelPeak Wealth LLC	6,418	$463K	0.0%	-5.8%	0.000%
7/17/2024	180 Wealth Advisors LLC	9,771	$713K	0.1%	+5.3%	0.000%
7/17/2024	Seed Wealth Management Inc.	8,065	$582K	0.5%	+8.0%	0.000%
7/17/2024	Country Club Bank	175,675	$12.55M	0.9%	-1.6%	0.006%
7/17/2024	TruWealth Advisors LLC	426,499	$30.79M	2.0%	+0.9%	0.013%
7/17/2024	AdvisorNet Financial Inc	1,984	$143K	0.0%	+31.5%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	52,704	$3.80M	0.0%	+9.0%	0.002%
7/16/2024	Bremer Bank National Association	63,810	$4.61M	0.9%	-2.9%	0.002%
7/16/2024	DMC Group LLC	13,879	$1.00M	0.9%	+4.5%	0.000%
7/16/2024	Great Valley Advisor Group Inc.	52,371	$3.78M	0.1%	+6.9%	0.002%
7/16/2024	Community Bank of Raymore	7,150	$516K	0.4%	-62.7%	0.000%
7/16/2024	NorthCrest Asset Manangement LLC	3,516	$254K	0.0%	-11.1%	0.000%
7/16/2024	Diversified Trust Co	10,518	$759K	0.0%	-12.3%	0.000%
7/16/2024	Traveka Wealth LLC	4,350	$314K	0.2%	+9.7%	0.000%
7/16/2024	Burke & Herbert Bank & Trust Co.	6,910	$499K	0.1%	N/A	0.000%
7/16/2024	Roman Butler Fullerton & Co.	3,494	$255K	0.1%	-12.2%	0.000%
7/16/2024	Wedmont Private Capital	10,063	$735K	0.0%	+18.3%	0.000%
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7/16/2024	Baxter Bros Inc.	5,995	$433K	0.1%	-3.2%	0.000%
7/16/2024	Alhambra Investment Management LLC	10,060	$726K	0.4%	-3.7%	0.000%
7/16/2024	Cooper Financial Group	3,437	$248K	0.0%	-10.3%	0.000%
7/16/2024	Sequoia Financial Advisors LLC	35,931	$2.59M	0.0%	+3.1%	0.001%
7/16/2024	Caas Capital Management LP	27,000	$1.95M	0.6%	+107.7%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	18,192	$1.31M	0.0%	+35.7%	0.001%
7/15/2024	Transform Wealth LLC	6,101	$440K	0.0%	-4.8%	0.000%
7/15/2024	Cohen Klingenstein LLC	174,378	$12.59M	0.5%	-2.1%	0.006%
7/15/2024	PFG Private Wealth Management LLC	2,433	$176K	0.1%	-18.1%	0.000%
7/15/2024	Bridge Creek Capital Management LLC	53,853	$3.89M	1.3%	-2.5%	0.002%

(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, 1,288 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($1.87B), Fisher Asset Management LLC ($1.50B), Dimensional Fund Advisors LP ($1.49B), Morgan Stanley ($602.35M), Wellington Management Group LLP ($556.66M), Arrowstreet Capital Limited Partnership ($532.24M), and Price T Rowe Associates Inc. MD ($450.18M).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 1,068 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Perpetual Ltd ($10.13M), FMR LLC ($7.19M), Pale Fire Capital SE ($5.43M), Dimensional Fund Advisors LP ($4.50M), Envestnet Asset Management Inc. ($4.22M), Bank of New York Mellon Corp ($3.62M), and Mackenzie Financial Corp ($2.96M).

How much institutional buying is happening at Shell?: Institutional investors have bought a total of 107,445,610 shares in the last 24 months. This purchase volume represents approximately $6.32B in transactions.
Which Shell major shareholders have been selling company stock?: Of the 782 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. ($2.96M), Arrowstreet Capital Limited Partnership ($2.88M), Renaissance Technologies LLC ($1.67M), Franklin Resources Inc. ($1.54M), and Lord Abbett & CO. LLC ($1.50M).
How much institutional selling is happening at Shell?: Institutional investors have sold a total of 58,485,226 shares in the last 24 months. This volume of shares sold represents approximately $3.47B in transactions.