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Shell (SHEL) Institutional Ownership

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$83.94 -0.30 (-0.35%)
Closing price 05/8/2026 03:59 PM Eastern
Extended Trading
$84.08 +0.13 (+0.16%)
As of 05/8/2026 07:56 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.
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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)
217
Total
Institutional Inflows
(last 12 months)
$767.83M
Number of
Institutional Sellers
(last 12 months)
182
Total
Institutional Outflows
(last 12 months)
$408.87M
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Skip Chart & View Institutional Buying and Selling Data

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
5/8/2026 Madison Asset Management LLC16,114$1.50M0.0%+7.9%0.001%
5/6/2026 Cornerstone Planning Group LLC1,215$109K0.0%+14.1%0.000%
5/5/2026 Beaumont Financial Advisors LLC5,430$505K0.0%-3.4%0.000%
5/5/2026 Adell Harriman & Carpenter Inc.155,348$14.45M0.9%-0.9%0.005%
5/4/2026 Archer Investment Corp5,811$540K0.1%+89.0%0.000%
5/1/2026 Riverview Trust Co1,889$176K0.2%-28.1%0.000%
5/1/2026 Independence Bank of Kentucky14,306$1.33M0.2%-1.2%0.001%
4/30/2026 Equitable Trust Co.11,060$1.03M0.0%-15.7%0.000%
4/30/2026 First Horizon Corp12,926$1.20M0.1%-1.2%0.000%
4/30/2026 Mosaic Family Wealth Partners LLC2,592$241K0.0%N/A0.000%
4/29/2026 Nicholas Hoffman & Company LLC.16,870$1.57M0.0%+4.2%0.001%
4/28/2026 Bogart Wealth LLC7,265$676K0.0%-3.6%0.000%
4/28/2026 Ascentis Independent Advisors3,891$362K0.0%+18.2%0.000%
4/28/2026 Steigerwald Gordon & Koch Inc.350$33K0.0%-46.1%0.000%
4/28/2026 GM Advisory Group LLC12,331$1.15M0.0%N/A0.000%
4/28/2026 Hunter Associates Investment Management LLC8,907$828K0.1%-7.3%0.000%
4/24/2026 Root Financial Partners LLC2,067$192K0.0%-27.3%0.000%
4/23/2026 Folger Nolan Fleming Douglas Capital Management Inc.2,649$246K0.0%N/A0.000%
4/22/2026 Venturi Wealth Management LLC4,905$456K0.0%+11.0%0.000%
4/21/2026 Poehling Capital Management INC.16,860$1.57M0.3%-1.4%0.001%
4/21/2026 Northeast Investment Management5,229$486K0.0%-2.3%0.000%
4/17/2026 Essex Bank5,720$532K0.1%-10.9%0.000%
4/17/2026 SVB Wealth LLC4,643$432K0.0%+5.6%0.000%
4/16/2026 SG Americas Securities LLC162,003$15.07M0.0%-48.8%0.006%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S74,296$6.91M0.1%+452.6%0.003%
4/15/2026 Nations Financial Group Inc. IA ADV5,123$476K0.0%-4.0%0.000%
3/24/2026Old North State Trust LLC7,857$577K0.3%+25.5%0.000%
3/12/2026Nalls Sherbakoff Group LLC484$36K0.0%N/A0.000%
3/6/2026 Union Savings Bank1,249$92K0.0%N/A0.000%
2/26/2026 Anchor Investment Management LLC4,585$337K0.0%-6.4%0.000%
2/18/2026Sierra Capital LLC29,288$2.15M0.2%-9.4%0.001%
2/18/2026Silvercrest Asset Management Group LLC1,199,654$88.15M0.6%-5.4%0.042%
2/18/2026IHT Wealth Management LLC13,630$1.00M0.0%+9.7%0.000%
2/17/2026Advisory Services Network LLC39,670$2.92M0.0%+6.2%0.001%
2/17/2026Captrust Financial Advisors180,630$13.27M0.0%+30.4%0.006%
2/16/2026Resources Management Corp CT ADV400$29K0.0%-89.3%0.000%
2/16/2026 Seven Mile Advisory3,578$263K0.0%-35.5%0.000%
2/16/2026Icon Wealth Advisors LLC4,932$363K0.0%-2.7%0.000%
2/16/2026Arkos Global Advisors9,525$700K0.1%-1.8%0.000%
2/16/2026Baldwin Investment Management LLC3,629$267K0.0%-45.6%0.000%
2/16/2026Atlas Capital Advisors Inc.3,376$248K0.0%N/A0.000%
2/13/2026Corient IA LLC3,200$235K0.2%-36.0%0.000%
2/13/2026 Williams Jones Wealth Management LLC.7,429$546K0.0%-4.8%0.000%
2/13/2026Arkadios Wealth Advisors42,598$3.13M0.1%+11.4%0.001%
2/13/2026Lord Abbett & CO. LLC1,846,181$135.66M0.4%-2.8%0.064%
2/12/2026Beck Mack & Oliver LLC12,947$951K0.0%-5.1%0.000%
2/12/2026Burke & Herbert Bank & Trust Co.6,402$470K0.1%-7.1%0.000%
2/12/2026 Titleist Asset Management LLC4,165$306K0.0%-16.5%0.000%
2/12/2026Colonial Trust Advisors1,488$109K0.0%+9.5%0.000%
2/12/2026Great Lakes Advisors LLC582,932$42.83M0.3%-2.4%0.020%
2/12/2026Canopy Partners LLC4,619$339K0.1%-2.7%0.000%
2/11/2026Jessup Wealth Management Inc800$59K0.0%N/A0.000%
2/11/2026Zions Bancorporation National Association UT473$35K0.0%+186.7%0.000%
2/11/2026 Janney Montgomery Scott LLC174,870$12.85M0.0%-0.6%0.006%
2/11/2026 Hilton Head Capital Partners LLC1,989$146K0.1%N/A0.000%
2/11/2026 SouthState Bank Corp84,933$6.24M0.3%+1.3%0.003%
2/11/2026Syon Capital LLC11,599$852K0.0%+8.3%0.000%
2/11/2026 BI Asset Management Fondsmaeglerselskab A S13,446$988K0.0%+39.0%0.000%
2/11/2026 Argent Advisors Inc.4,556$335K0.1%-3.4%0.000%
2/10/2026 Root Financial Partners LLC2,842$209K0.0%+27.8%0.000%
2/10/2026Portland Global Advisors LLC8,205$603K0.1%-4.1%0.000%
2/10/2026Inspire Trust Co. N.A.65,000$4.78M0.8%+6.6%0.002%
2/9/2026 Cary Street Partners Investment Advisory LLC4,780$351K0.1%+21.4%0.000%
2/9/2026 Cary Street Partners Financial LLC72,830$5.35M0.1%-4.4%0.003%
2/9/2026 Wellington Shields Capital Management LLC22,575$1.66M0.2%-0.9%0.001%
2/9/2026 Wellington Shields & Co. LLC5,674$417K0.1%+11.8%0.000%
2/9/2026 Allied Investment Advisors LLC196,452$14.44M2.2%+2.5%0.007%
2/6/2026EverSource Wealth Advisors LLC7,207$530K0.0%-2.6%0.000%
2/6/2026 Motco12,462$916K0.1%+40.6%0.000%
2/6/2026Rathbones Group PLC31,908$2.35M0.0%-3.0%0.001%
2/6/2026 Adell Harriman & Carpenter Inc.156,733$11.52M0.7%+4.7%0.005%
2/6/2026 Cullen Frost Bankers Inc.40,846$3.00M0.0%+4.6%0.001%
2/5/2026 TD Private Client Wealth LLC38,241$2.81M0.1%+1.2%0.001%
2/5/2026Integrated Investment Consultants LLC19,569$1.44M0.3%+489.8%0.001%
2/5/2026 Reik & CO. LLC24,602$1.81M0.5%-6.6%0.001%
2/5/2026 Elyxium Wealth LLC751$55K0.0%N/A0.000%
2/5/2026 Beese Fulmer Investment Management Inc.42,090$3.09M0.2%+111.5%0.001%
2/4/2026 Madison Asset Management LLC14,929$1.10M0.0%-4.1%0.001%
2/4/2026 Northeast Investment Management5,354$393K0.0%-15.2%0.000%
2/4/2026HighPoint Advisor Group LLC24,893$1.83M0.1%-1.3%0.001%
2/4/2026 SVB Wealth LLC4,397$323K0.0%-5.0%0.000%
2/4/2026 LRI Investments LLC846$62K0.0%+25.1%0.000%
2/3/2026 Ethic Inc.12,009$882K0.0%+10.9%0.000%
2/3/2026Broadwater Capital Management LLC3,925$288K0.2%-26.8%0.000%
2/2/2026 Nicholas Hoffman & Company LLC.16,184$1.19M0.0%-1.2%0.001%
2/2/2026 Cornerstone Planning Group LLC1,065$81K0.0%+297.4%0.000%
2/2/2026Horizon Investments LLC3,703$272K0.0%+5.2%0.000%
1/30/2026 Bogart Wealth LLC7,536$554K0.0%-36.7%0.000%
1/30/2026 Kohmann Bosshard Financial Services LLC351$26K0.0%N/A0.000%
1/30/2026 United Community Bank2,410$177K0.1%-60.9%0.000%
1/30/2026 Ares Financial Consulting LLC521$38K0.0%N/A0.000%
1/29/2026 ST Germain D J Co. Inc.3,951$290K0.0%-16.7%0.000%
1/29/2026 NBC Securities Inc.9,552$702K0.1%+1.9%0.000%
1/28/2026 Confluence Wealth Services Inc.2,733$201K0.0%-13.7%0.000%
1/28/2026 Kingswood Wealth Advisors LLC3,275$241K0.0%N/A0.000%
1/28/2026Salomon & Ludwin LLC1,286$96K0.0%-9.6%0.000%
1/27/2026 Financial Management Professionals Inc.4,796$352K0.0%+18.3%0.000%
1/27/2026 First Horizon Corp13,081$961K0.0%+25.0%0.000%
1/26/2026 Nations Financial Group Inc. IA ADV5,339$392K0.0%+68.7%0.000%
1/23/2026 Farther Finance Advisors LLC42,664$3.14M0.0%+119.7%0.001%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,200 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), Wellington Management Group LLP ($578.09M), Bank of America Corp DE ($557.86M), Hotchkis & Wiley Capital Management LLC ($544.79M), and Price T Rowe Associates Inc. MD ($531.52M).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 882 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), Empyrean Capital Partners LP ($2.30M), Voloridge Investment Management LLC ($2.18M), and Jennison Associates LLC ($2.00M).

Institutional investors have bought a total of 10,458,850 shares in the last 24 months. This purchase volume represents approximately $767.83M in transactions.

Of the 171 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 ($1.09M), Lord Abbett & CO. LLC ($645.00K), Royal Bank of Canada ($593.34K), Clark Capital Management Group Inc. ($552.47K), Amundi ($394.84K), National Bank of Canada FI ($294.59K), and Orbis Allan Gray Ltd ($206.17K).

Institutional investors have sold a total of 5,539,890 shares in the last 24 months. This volume of shares sold represents approximately $408.87M in transactions.


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This page (NYSE:SHEL) was last updated on 5/9/2026 by MarketBeat.com Staff.
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