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Shell (SHEL) Institutional Ownership

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+0.09 (+0.13%)
(As of 04/17/2024 ET)
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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)
790
Total
Institutional Inflows
(last 12 months)
$4.44B
Number of
Institutional Sellers
(last 12 months)
614
Total
Institutional Outflows
(last 12 months)
$2.16B
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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
4/17/2024Red Door Wealth Management LLC4,807$322K0.1%+13.2%0.000%
4/17/2024Founders Financial Securities LLC10,936$733K0.1%N/A0.000%
4/17/2024Symphony Financial Ltd. Co.3,075$206K0.0%N/A0.000%
4/16/2024Trust Co. of Virginia VA3,099$208K0.0%-11.4%0.000%
4/16/2024Independence Bank of Kentucky4,628$310K0.1%-23.9%0.000%
4/16/2024Financial Management Professionals Inc.3,805$255K0.0%-13.1%0.000%
4/16/2024R.H. Dinel Investment Counsel Inc.8,540$573K0.4%-10.2%0.000%
4/16/2024Kathmere Capital Management LLC3,604$242K0.0%+10.4%0.000%
4/16/2024Asio Capital LLC45,800$3.07M0.7%-16.9%0.001%
4/16/2024Tevis Investment Management5,290$355K0.3%-8.9%0.000%
4/16/2024Ameliora Wealth Management Ltd.3,000$201K0.1%N/A0.000%
4/16/2024Pinnacle Bancorp Inc.1,740$117K0.0%-23.7%0.000%
4/16/2024Sendero Wealth Management LLC21,305$1.43M0.2%-24.4%0.001%
4/16/2024Brookmont Capital Management69,460$4.66M2.4%+1.1%0.002%
4/16/2024Courier Capital LLC6,928$464K0.0%-47.3%0.000%
4/16/2024Fifth Third Wealth Advisors LLC3,915$262K0.0%N/A0.000%
4/16/2024Hennessy Advisors Inc.82,600$5.54M0.2%-3.3%0.003%
4/16/2024Transform Wealth LLC6,409$430K0.0%-8.2%0.000%
4/16/2024Seed Wealth Management Inc.7,465$507K0.5%-9.7%0.000%
4/16/2024Cardinal Capital Management57,862$3.88M0.6%+4.6%0.002%
4/15/2024Janiczek Wealth Management LLC2,127$143K0.0%-14.0%0.000%
4/15/2024Wealthcare Advisory Partners LLC7,759$520K0.0%+10.8%0.000%
4/15/2024Brookstone Capital Management13,038$874K0.0%+22.1%0.000%
4/15/2024Sunbelt Securities Inc.14,394$965K0.1%+2.4%0.000%
4/15/2024Atlas Capital Advisors LLC4,743$318K0.0%-13.8%0.000%
4/15/2024Chemistry Wealth Management LLC7,548$506K0.1%+7.3%0.000%
4/15/2024Kingswood Wealth Advisors LLC3,917$263K0.0%-69.1%0.000%
4/15/2024Mcdonald Partners LLC2,987$200K0.1%N/A0.000%
4/13/2024 Community Bank of Raymore19,150$1.28M0.6%-18.2%0.001%
4/13/2024 Wallace Advisory Group LLC7,465$491K0.3%-3.6%0.000%
4/12/2024 Gilman Hill Asset Management LLC44,481$2.98M0.5%+1.3%0.001%
4/12/2024 Riverview Trust Co2,629$176K0.1%N/A0.000%
4/12/2024 Strategic Planning Group LLC9,232$619K0.1%+18.8%0.000%
4/12/2024 Doliver Advisors LP3,397$228K0.1%-8.1%0.000%
4/12/2024 Global Assets Advisory LLC34,096$2.29M0.0%N/A0.001%
4/12/2024 Traynor Capital Management Inc.15,307$1.03M0.1%-5.7%0.000%
4/12/2024 CHICAGO TRUST Co NA39,255$2.63M0.5%+0.5%0.001%
4/11/2024 Royal Fund Management LLC19,081$1.28M0.1%+7.2%0.001%
4/11/2024 Bridge Creek Capital Management LLC55,243$3.70M1.2%+0.5%0.002%
4/11/2024 Radnor Capital Management LLC13,342$894K0.2%-4.4%0.000%
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4/11/2024 Salem Investment Counselors Inc.2,514$169K0.0%-13.7%0.000%
4/11/2024 International Assets Investment Management LLC5,063$344K0.0%+5.0%0.000%
4/11/2024 Douglas Lane & Associates LLC849,480$56.95M0.8%-7.2%0.026%
4/11/2024 &PARTNERS11,039$740K0.1%+60.4%0.000%
4/11/2024 Ballew Advisors Inc4,121$299K0.2%-4.5%0.000%
4/11/2024 Eldred Rock Partners LLC22,859$1.53M0.8%+4.3%0.001%
4/11/2024 Allied Investment Advisors LLC171,430$11.49M2.8%+2.2%0.005%
4/11/2024 BTC Capital Management Inc.20,886$1.40M0.1%N/A0.001%
4/10/2024 Marcum Wealth LLC4,223$283K0.0%+3.7%0.000%
4/10/2024 Aprio Wealth Management LLC3,073$206K0.0%N/A0.000%
4/10/2024 Park Avenue Securities LLC48,937$3.28M0.0%-2.7%0.002%
4/10/2024 American National Bank1,207$81K0.0%+1,028.0%0.000%
4/10/2024 Lantz Financial LLC4,785$321K0.1%+10.5%0.000%
4/10/2024 Wedmont Private Capital8,509$611K0.0%+8.8%0.000%
4/10/2024 Fulton Bank N.A.6,131$411K0.0%-37.1%0.000%
4/10/2024 Thomasville National Bank308,575$20.69M1.7%+4.7%0.010%
4/9/2024 Montecito Bank & Trust3,582$240K0.0%+6.1%0.000%
4/9/2024 Richard P Slaughter Associates Inc53,786$3.61M0.9%-2.5%0.002%
4/9/2024 Welch Group LLC2,986$200K0.0%N/A0.000%
4/9/2024 Alaska Permanent Fund Corp1,787$120K0.0%N/A0.000%
4/9/2024 Woodstock Corp135,584$9.09M0.9%+2.0%0.004%
4/9/2024 Foster Group Inc.3,303$221K0.0%N/A0.000%
4/9/2024 Rise Advisors LLC1,103$74K0.0%+167.1%0.000%
4/9/2024 Mather Group LLC.12,107$797K0.0%-6.3%0.000%
4/8/2024 Beese Fulmer Investment Management Inc.19,589$1.31M0.1%-2.0%0.001%
4/5/2024 First Hawaiian Bank36,445$2.44M0.1%-6.2%0.001%
4/5/2024 GAMMA Investing LLC3,961$266K0.1%+21.8%0.000%
4/5/2024 CWM LLC46,753$3.13M0.0%-18.8%0.001%
4/4/2024 Moody National Bank Trust Division5,913$396K0.0%-9.5%0.000%
4/4/2024 Cullen Investment Group LTD.24,202$1.69M0.3%-2.5%0.001%
4/2/2024 ST Germain D J Co. Inc.4,408$296K0.0%-5.8%0.000%
4/2/2024 M&R Capital Management Inc.1,214$81K0.0%-12.6%0.000%
4/1/2024 Park National Corp OH29,008$1.95M0.1%+6.1%0.001%
4/1/2024 Confluence Investment Management LLC14,803$992K0.0%N/A0.000%
3/26/2024Fairman Group LLC689$45K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.691,839$45.52M0.0%-9.1%0.021%
3/15/2024B. Riley Wealth Advisors Inc.26,535$1.75M0.0%-14.1%0.001%
3/14/2024SCP Investment LP22,800$1.48M1.3%+21.3%0.001%
3/14/2024Hennessy Advisors Inc.85,400$5.62M0.3%N/A0.003%
3/14/2024Leo Wealth LLC7,921$514K0.1%N/A0.000%
3/13/2024MONECO Advisors LLC12,494$822K0.2%+237.4%0.000%
3/13/2024Sivia Capital Partners LLC7,605$500K0.3%N/A0.000%
3/8/2024Trust Co. of Vermont9,178$604K0.0%-7.3%0.000%
3/8/2024ICA Group Wealth Management LLC1,156$76K0.0%N/A0.000%
3/5/2024Fisher Asset Management LLC22,823,227$1.50B0.7%+1.9%0.700%
3/5/2024Wellington Management Group LLP8,459,851$556.66M0.1%-3.2%0.259%
3/4/2024Tucker Asset Management LLC5,011$330K0.1%+15.8%0.000%
3/4/2024Fortis Group Advisors LLC984$65K0.0%+100.0%0.000%
3/1/2024Royal London Asset Management Ltd.45,076$2.97M0.0%+1.1%0.001%
2/28/2024EP Wealth Advisors LLC11,946$786K0.0%-15.3%0.000%
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2/28/2024Abel Hall LLC4,344$286K0.2%N/A0.000%
2/27/2024Beaird Harris Wealth Management LLC448$29K0.0%+611.1%0.000%
2/27/2024Counterweight Ventures LLC3,176$209K0.2%N/A0.000%
2/26/2024Syon Capital LLC11,345$746K0.1%+7.6%0.000%
2/26/2024Centaurus Financial Inc.6,602$434K0.0%+13.2%0.000%
2/26/2024Integrated Advisors Network LLC66,019$4.34M0.2%-0.8%0.002%
2/22/2024Auxier Asset Management17,566$1.16M0.2%-4.4%0.001%
2/22/2024Dodge & Cox58,813$3.87M0.0%-2.0%0.002%
2/20/2024Birmingham Capital Management Co. Inc. AL11,415$751K0.3%-1.6%0.000%
2/20/2024Hiddenite Capital Partners LP68,500$4.51M2.7%-59.3%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, 1,417 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), Quilter Plc ($1.41B), Norges Bank ($658.07M), Morgan Stanley ($602.35M), and Wellington Management Group LLP ($556.66M).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 1,331 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($22.82M), Fisher Asset Management LLC ($22.16M), Moneta Group Investment Advisors LLC ($14.38M), Wellington Management Group LLP ($13.19M), Norges Bank ($11.56M), Pendal Group Ltd ($10.77M), and Arrowstreet Capital Limited Partnership ($10.21M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 295,646,833 shares in the last 24 months. This purchase volume represents approximately $16.67B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 773 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), Goldman Sachs Group Inc. ($1.78M), Renaissance Technologies LLC ($1.67M), and Franklin Resources Inc. ($1.54M).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 62,248,382 shares in the last 24 months. This volume of shares sold represents approximately $3.65B in transactions.


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This page (NYSE:SHEL) was last updated on 4/17/2024 by MarketBeat.com Staff

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