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Shell (SHEL) Institutional Ownership

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$81.46 -0.78 (-0.95%)
As of 01:37 PM Eastern
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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)
111
Total
Institutional Inflows
(last 12 months)
$98.60M
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$46.89M
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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
7/8/2026Thurston Springer Miller Herd & Titak Inc.1,899$147K0.1%+729.3%0.000%
7/8/2026 Red Spruce Capital LLC21,069$1.63M0.6%+1.2%0.001%
7/7/2026 GAMMA Investing LLC14,412$1.12M0.0%+10.3%0.001%
7/7/2026 CoreCap Advisors LLC1,178$91K0.0%-37.8%0.000%
7/6/2026 Neville Rodie & Shaw Inc.66,450$5.15M0.3%-2.2%0.002%
6/9/2026Rathbones Group PLC34,605$3.22M0.0%+8.5%0.001%
6/1/2026Integrated Investment Consultants LLC18,794$1.75M0.4%-4.0%0.001%
5/19/2026Strategic Investment Advisors MI1,164$108K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors39,934$3.71M0.1%-6.3%0.001%
5/18/2026Sunbelt Securities Inc.13,945$1.30M0.1%-5.8%0.000%
5/18/2026Parvin Asset Management LLC4,500$418K0.3%-4.3%0.000%
5/18/2026EverSource Wealth Advisors LLC8,530$793K0.0%+18.4%0.000%
5/8/2026Madison Asset Management LLC16,114$1.50M0.0%+7.9%0.001%
5/6/2026Cornerstone Planning Group LLC1,215$109K0.0%+14.1%0.000%
5/5/2026Beaumont Financial Advisors LLC5,430$505K0.0%-3.4%0.000%
5/5/2026Adell Harriman & Carpenter Inc.155,348$14.45M0.9%-0.9%0.005%
5/4/2026Archer Investment Corp5,811$540K0.1%+89.0%0.000%
5/1/2026Riverview Trust Co1,889$176K0.2%-28.1%0.000%
5/1/2026Independence Bank of Kentucky14,306$1.33M0.2%-1.2%0.001%
4/30/2026Equitable Trust Co.11,060$1.03M0.0%-15.7%0.000%
4/30/2026First Horizon Corp12,926$1.20M0.1%-1.2%0.000%
4/30/2026Mosaic Family Wealth Partners LLC2,592$241K0.0%N/A0.000%
4/29/2026Nicholas Hoffman & Company LLC.16,870$1.57M0.0%+4.2%0.001%
4/28/2026Bogart Wealth LLC7,265$676K0.0%-3.6%0.000%
4/28/2026Ascentis Independent Advisors3,891$362K0.0%+18.2%0.000%
4/28/2026Steigerwald Gordon & Koch Inc.350$33K0.0%-46.1%0.000%
4/28/2026GM Advisory Group LLC12,331$1.15M0.0%N/A0.000%
4/28/2026Hunter Associates Investment Management LLC8,907$828K0.1%-7.3%0.000%
4/24/2026Root Financial Partners LLC2,067$192K0.0%-27.3%0.000%
4/23/2026Folger Nolan Fleming Douglas Capital Management Inc.2,649$246K0.0%N/A0.000%
4/22/2026Venturi Wealth Management LLC4,905$456K0.0%+11.0%0.000%
4/21/2026Poehling Capital Management INC.16,860$1.57M0.3%-1.4%0.001%
4/21/2026Northeast Investment Management5,229$486K0.0%-2.3%0.000%
4/17/2026Essex Bank5,720$532K0.1%-10.9%0.000%
4/17/2026SVB Wealth LLC4,643$432K0.0%+5.6%0.000%
4/16/2026SG Americas Securities LLC162,003$15.07M0.0%-48.8%0.006%
4/16/2026BI Asset Management Fondsmaeglerselskab A S74,296$6.91M0.1%+452.6%0.003%
4/15/2026Nations 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%
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3/6/2026Union Savings Bank1,249$92K0.0%N/A0.000%
2/26/2026Anchor 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%
2/16/2026Seven 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%
2/13/2026Williams 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%
2/12/2026Titleist 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%
2/11/2026Janney Montgomery Scott LLC174,870$12.85M0.0%-0.6%0.006%
2/11/2026Hilton Head Capital Partners LLC1,989$146K0.1%N/A0.000%
2/11/2026SouthState Bank Corp84,933$6.24M0.3%+1.3%0.003%
2/11/2026Syon Capital LLC11,599$852K0.0%+8.3%0.000%
2/11/2026BI Asset Management Fondsmaeglerselskab A S13,446$988K0.0%+39.0%0.000%
2/11/2026Argent Advisors Inc.4,556$335K0.1%-3.4%0.000%
2/10/2026Root 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%
2/9/2026Cary Street Partners Investment Advisory LLC4,780$351K0.1%+21.4%0.000%
2/9/2026Cary Street Partners Financial LLC72,830$5.35M0.1%-4.4%0.003%
2/9/2026Wellington Shields Capital Management LLC22,575$1.66M0.2%-0.9%0.001%
2/9/2026Wellington Shields & Co. LLC5,674$417K0.1%+11.8%0.000%
2/9/2026Allied Investment Advisors LLC196,452$14.44M2.2%+2.5%0.007%
2/6/2026EverSource Wealth Advisors LLC7,207$530K0.0%-2.6%0.000%
2/6/2026Motco12,462$916K0.1%+40.6%0.000%
2/6/2026Rathbones Group PLC31,908$2.35M0.0%-3.0%0.001%
2/6/2026Adell Harriman & Carpenter Inc.156,733$11.52M0.7%+4.7%0.005%
2/6/2026Cullen Frost Bankers Inc.40,846$3.00M0.0%+4.6%0.001%
2/5/2026TD 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%
2/5/2026Reik & CO. LLC24,602$1.81M0.5%-6.6%0.001%
2/5/2026Elyxium Wealth LLC751$55K0.0%N/A0.000%
2/5/2026Beese Fulmer Investment Management Inc.42,090$3.09M0.2%+111.5%0.001%
2/4/2026Madison Asset Management LLC14,929$1.10M0.0%-4.1%0.001%
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2/4/2026Northeast Investment Management5,354$393K0.0%-15.2%0.000%
2/4/2026HighPoint Advisor Group LLC24,893$1.83M0.1%-1.3%0.001%
2/4/2026SVB Wealth LLC4,397$323K0.0%-5.0%0.000%
2/4/2026LRI Investments LLC846$62K0.0%+25.1%0.000%
2/3/2026Ethic Inc.12,009$882K0.0%+10.9%0.000%
2/3/2026Broadwater Capital Management LLC3,925$288K0.2%-26.8%0.000%
2/2/2026Nicholas Hoffman & Company LLC.16,184$1.19M0.0%-1.2%0.001%
2/2/2026Cornerstone Planning Group LLC1,065$81K0.0%+297.4%0.000%
2/2/2026Horizon Investments LLC3,703$272K0.0%+5.2%0.000%
1/30/2026Bogart Wealth LLC7,536$554K0.0%-36.7%0.000%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,181 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 861 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 1,329,000 shares in the last 24 months. This purchase volume represents approximately $98.60M in transactions.

Of the 97 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: SG Americas Securities LLC ($154.21K), Wedge Capital Management L L P NC ($81.38K), Silvercrest Asset Management Group LLC ($68.34K), Lord Abbett & CO. LLC ($53.61K), Baird Financial Group Inc. ($23.80K), Reik & CO. LLC ($19.34K), and Neville Rodie & Shaw Inc. ($15.30K).

Institutional investors have sold a total of 600,958 shares in the last 24 months. This volume of shares sold represents approximately $46.89M in transactions.


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This page (NYSE:SHEL) was last updated on 7/9/2026 by MarketBeat.com Staff.
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