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Shell (SHEL) Institutional Ownership

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$98.39 +0.53 (+0.54%)
As of 10:17 AM 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)
360
Total
Institutional Inflows
(last 12 months)
$386.58M
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$494.22M
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SHEL Institutional Buying and Selling by Quarter

Shell Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/12/2026State Street Corp33,912$3.22M0.0%-1.3%0.001%
11/12/2026Fort Sheridan Advisors LLC50,312$4.78M0.5%-1.3%0.002%
11/12/2026TIAA CREF Individual & Institutional Services LLC19,929$1.89M0.0%+74.8%0.001%
11/11/2026 Mayflower Financial Advisors LLC4,133$393K0.0%+5.9%0.000%
11/11/2026 Advisors Asset Management Inc.33,078$3.14M0.0%N/A0.001%
11/11/2026 Private Advisor Group LLC45,580$4.33M0.0%+118.8%0.002%
11/11/2026 Ieq Capital LLC71,293$6.78M0.0%+24.6%0.002%
11/11/2026 Focus Advisor Solutions LLC23,675$2.25M0.0%+57.7%0.001%
11/11/2026 Checchi Capital Advisers LLC20,302$1.93M0.1%-2.0%0.001%
11/11/2026 Boston Partners1,234,689$117.39M0.1%+11.6%0.043%
11/11/2026 Independent Advisor Alliance31,639$3.06M0.1%-2.8%0.001%
11/10/2026 Frisch Financial Group Inc.2,423$230K0.0%N/A0.000%
11/10/2026 OneAscent Financial Services LLC3,633$345K0.0%-26.3%0.000%
11/10/2026 WGI DM LLC4,166,133$395.99M31.4%+1.5%0.145%
11/10/2026 Hudson Portfolio Management LLC11,117$1.06M0.8%-2.2%0.000%
11/10/2026 Composition Wealth LLC21,897$2.08M0.0%+16.8%0.001%
11/10/2026 Bogart Wealth LLC18,693$1.78M0.1%-10.0%0.001%
11/10/2026 Global Retirement Partners LLC26,626$2.53M0.0%+14.3%0.001%
11/10/2026 South Dakota Investment Council1,636$156K0.0%-93.9%0.000%
11/10/2026 Rothschild Investment LLC5,736$545K0.0%-14.9%0.000%
11/10/2026 First Eagle Investment Management LLC1,125,403$106.97M0.2%+4.9%0.039%
11/10/2026 Cibc World Market Inc.361,068$34.32M0.1%-38.4%0.013%
11/10/2026 Cullen Capital Management LLC457,604$43.50M0.4%+2.0%0.016%
11/10/2026 Teachers Retirement System of The State of Kentucky720,430$68.48M0.5%+5.7%0.025%
11/10/2026 HighTower Advisors LLC327,305$31.11M0.0%+11.4%0.011%
11/10/2026 BCS Private Wealth Management Inc.2,156$205K0.1%N/A0.000%
11/10/2026 Western Wealth Management LLC3,478$331K0.0%-3.5%0.000%
11/9/2026 Silver Oak Securities Incorporated2,994$297K0.0%+8.4%0.000%
11/9/2026 West Family Investments Inc.12,812$1.22M0.3%+5.7%0.000%
11/9/2026 Bessemer Group Inc.32,656$3.10M0.0%+71.2%0.001%
11/9/2026 Hantz Financial Services Inc.128,648$12.23M0.2%+15.7%0.004%
11/9/2026 Harbour Investments Inc.8,537$811K0.0%-50.2%0.000%
11/9/2026 IFG Advisory LLC2,093$199K0.0%-21.2%0.000%
11/9/2026 Nelson Capital Management LLC35,240$3.35M0.3%-2.0%0.001%
11/9/2026 AlTi Global Inc.23,520$2.24M0.0%+50.2%0.001%
11/9/2026 Drive Wealth Management LLC6,689$636K0.1%-6.6%0.000%
11/7/2026 Mawer Investment Management Ltd.7,375,850$701.08M5.1%-8.0%0.257%
11/7/2026 MSH Capital Advisors LLC12,408$1.18M0.2%-16.0%0.000%
11/7/2026 Ibex Wealth Advisors167,296$15.90M1.1%+1.9%0.006%
11/7/2026 Diversified Trust Co9,937$945K0.0%-14.9%0.000%
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11/6/2026 Moors & Cabot Inc.32,676$3.11M0.1%-0.9%0.001%
11/6/2026 Valmark Advisers Inc.2,696$256K0.0%N/A0.000%
11/6/2026 Marble Harbor Investment Counsel LLC37,930$3.61M0.3%-3.8%0.001%
11/6/2026 Allworth Financial LP28,255$2.69M0.0%+11.4%0.001%
11/6/2026 Fisher Asset Management LLC27,331,036$2.60B0.8%-1.1%0.954%
11/6/2026 Russell Investments Group Ltd.524,741$49.88M0.0%-24.4%0.018%
11/6/2026 Van Strum & Towne Inc.2,515$239K0.1%N/A0.000%
11/6/2026 Fifth Third Bancorp81,963$7.79M0.0%+2.6%0.003%
11/6/2026 King Luther Capital Management Corp24,058$2.29M0.0%+0.8%0.001%
11/6/2026 Banyan Capital Management Inc.3,050$290K0.1%N/A0.000%
11/6/2026 Spectrum Planning & Advisory Services Inc.3,116$296K0.1%+20.2%0.000%
11/5/2026 Pavion Blue Capital LLC2,549$242K0.1%N/A0.000%
11/5/2026 Ritholtz Wealth Management83,073$7.90M0.1%+4.0%0.003%
11/5/2026Jefferies Financial Group Inc.70,822$6.73M0.0%-31.4%0.002%
11/5/2026 First Command Advisory Services Inc.8,785$835K0.0%+91.8%0.000%
11/5/2026 Inspire Trust Co. N.A.75,000$7.13M0.8%-6.3%0.003%
11/5/2026 Knights of Columbus Asset Advisors LLC3,275$311K0.0%-21.9%0.000%
11/5/2026 Confluence Wealth Services Inc.2,913$277K0.0%-66.9%0.000%
11/5/2026 AMG National Trust Bank8,453$803K0.0%+18.2%0.000%
11/5/2026 Mesirow Financial Investment Management Inc.21,688$2.06M0.0%-7.5%0.001%
11/5/2026 Keybank National Association OH103,534$9.84M0.0%+3.2%0.004%
11/5/2026 Cornerstone Wealth Management LLC2,308$219K0.0%N/A0.000%
11/5/2026 Csenge Advisory Group6,451$613K0.0%+17.2%0.000%
11/5/2026 Equity Investment Corp1,032,428$98.13M1.3%-2.9%0.036%
11/4/2026 Gen Wealth Partners Inc792$75K0.0%+633.3%0.000%
11/4/2026 DMKC Advisory Services LLC45,672$4.34M1.1%+3.4%0.002%
11/4/2026 Cpwa LLC2,927$297K0.3%N/A0.000%
11/4/2026 71 West Capital Partners15,449$1.47M0.0%+2.4%0.001%
11/4/2026 Lockheed Martin Investment Management Co.9,550$908K0.1%-86.8%0.000%
11/4/2026 AlphaCore Capital LLC25,600$2.43M0.0%+37.9%0.001%
11/4/2026 Leuthold Group LLC15,302$1.45M0.1%+63.7%0.001%
11/4/2026 Allspring Global Investments Holdings LLC44,568$4.26M0.0%+15.3%0.002%
11/4/2026 Beverly Hills Private Wealth LLC3,790$360K0.1%+17.2%0.000%
11/4/2026 Bryn Mawr Trust Advisors LLC9,238$878K0.0%-2.3%0.000%
11/4/2026 Platt Wealth Management LLC2,400$228K0.2%N/A0.000%
11/4/2026 Hohimer Wealth Management LLC3,249$309K0.0%-93.5%0.000%
11/4/2026 Euro Pacific Asset Management LLC157,944$15.01M1.0%-1.1%0.006%
11/4/2026 Edgemoor Investment Advisors Inc.158,149$15.03M1.0%-0.7%0.006%
11/4/2026 M Holdings Securities Inc.13,065$1.33M0.1%N/A0.000%
11/4/2026 Avantax Planning Partners Inc.2,157$205K0.0%N/A0.000%
11/4/2026 Brighton Jones LLC12,698$1.21M0.0%+15.0%0.000%
11/3/2026 Uhlmann Price Securities LLC5,800$551K0.0%+35.0%0.000%
11/3/2026 Ethic Inc.17,306$1.65M0.0%+9.8%0.001%
11/3/2026 Endowment Wealth Management Inc.2,115$201K0.1%-25.0%0.000%
11/3/2026 180 Wealth Advisors LLC7,913$752K0.1%-3.1%0.000%
11/3/2026 StoneX Group Inc.2,905$270K0.0%N/A0.000%
11/3/2026 Kornitzer Capital Management Inc. KS432,617$41.12M0.8%+3.0%0.015%
11/3/2026 Formidable Asset Management LLC9,775$929K0.1%N/A0.000%
11/3/2026 Palisade Asset Management LLC3,943$375K0.0%+17.7%0.000%
11/3/2026 American Institute for Advanced Investment Management LLP2,410$229K0.1%N/A0.000%
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11/3/2026 Parallel Advisors LLC25,151$2.39M0.0%+14.1%0.001%
11/3/2026 Asset Dedication LLC996$95K0.0%-15.4%0.000%
11/3/2026 Plancorp LLC3,378$321K0.0%+10.0%0.000%
11/3/2026 May Hill Capital LLC18,575$1.77M0.3%+16.5%0.001%
11/3/2026 Ashton Thomas Private Wealth LLC52,809$5.02M0.1%+308.5%0.002%
11/3/2026 Asset One Wealth Management LLC2,434$231K0.0%N/A0.000%
11/3/2026 International Assets Investment Management LLC4,108$393K0.0%-20.2%0.000%
11/3/2026 Waldron Private Wealth LLC2,929$278K0.0%+7.7%0.000%
11/3/2026 Calamos Wealth Management LLC3,521$335K0.0%+27.0%0.000%
11/2/2026 Pekin Hardy Strauss Inc.4,373$416K0.0%+7.5%0.000%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,242 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($5.41B), Fisher Asset Management LLC ($2.60B), Dimensional Fund Advisors LP ($1.71B), Mawer Investment Management Ltd. ($701.08M), Bank of America Corp DE ($597.81M), 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 876 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), Freestone Grove Partners LP ($1.33M), and Merewether Investment Management LP ($1.17M).

Institutional investors have bought a total of 4,787,231 shares in the last 24 months. This purchase volume represents approximately $385.77M in transactions.

Of the 256 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), Mawer Investment Management Ltd. ($637.94K), Wellington Management Group LLP ($631.20K), Mondrian Investment Partners LTD ($319.15K), Fisher Asset Management LLC ($302.12K), and Cibc World Market Inc. ($224.97K).

Institutional investors have sold a total of 5,851,516 shares in the last 24 months. This volume of shares sold represents approximately $494.11M in transactions.



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 11/12/2026. New 13F filings are added each quarter as they're published.
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