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Shell (SHEL) Institutional Ownership

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$66.57 -0.82 (-1.21%)
Closing price 05/16/2025 03:59 PM Eastern
Extended Trading
$66.41 -0.16 (-0.25%)
As of 05/16/2025 07:52 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)
797
Total
Institutional Inflows
(last 12 months)
$4.46B
Number of
Institutional Sellers
(last 12 months)
662
Total
Institutional Outflows
(last 12 months)
$1.38B
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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
5/16/2025 Yaupon Capital Management LP854,449$62.61M3.2%+24.5%0.028%
5/16/2025Logan Capital Management Inc.291,256$21.34M1.0%+12.7%0.010%
5/16/2025Ascent Group LLC8,869$650K0.0%N/A0.000%
5/16/2025Coppell Advisory Solutions LLC27,078$1.98M0.2%-31.9%0.001%
5/16/2025Arete Wealth Advisors LLC4,115$301K0.0%-7.5%0.000%
5/16/2025Great Lakes Advisors LLC505,409$37.04M0.3%-0.1%0.017%
5/16/2025Signature Estate & Investment Advisors LLC9,826$720K0.0%+146.3%0.000%
5/16/2025Everstar Asset Management LLC2,800$205K0.0%-41.1%0.000%
5/16/2025Ashton Thomas Private Wealth LLC36,956$2.71M0.1%+27.1%0.001%
5/16/2025Jones Financial Companies Lllp7,766$569K0.0%-91.5%0.000%
5/16/2025 Raab & Moskowitz Asset Management LLC4,987$365K0.1%-14.4%0.000%
5/16/2025 Rise Advisors LLC347$25K0.0%-61.1%0.000%
5/16/2025 Permanens Capital L.P.17,940$1.32M0.2%+48.5%0.001%
5/16/2025 Pingora Partners LLC17,875$1.31M1.0%-7.6%0.001%
5/16/2025 Plancorp LLC7,504$550K0.0%N/A0.000%
5/16/2025 New England Asset Management Inc.86,040$6.31M1.0%+0.7%0.003%
5/16/2025 NewEdge Advisors LLC104,983$7.69M0.0%+24.9%0.003%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.141,748$10.39M0.0%+1.6%0.005%
5/16/2025 Integrated Wealth Concepts LLC36,183$2.65M0.0%-2.4%0.001%
5/16/2025 Interval Partners LP30,277$2.22M0.0%-25.6%0.001%
5/16/2025 Greenline Partners LLC3,429$251K0.0%N/A0.000%
5/16/2025 Hancock Whitney Corp11,840$868K0.0%+7.3%0.000%
5/16/2025 Cinctive Capital Management LP26,878$1.97M0.2%-64.9%0.001%
5/16/2025 Clark Capital Management Group Inc.3,766$276K0.0%-99.3%0.000%
5/16/2025 Curi RMB Capital LLC138,949$10.18M0.3%+1,837.4%0.005%
5/16/2025 Alliancebernstein L.P.1,055,628$77.36M0.0%-1.9%0.035%
5/16/2025 AQR Capital Management LLC32,564$2.39M0.0%+70.1%0.001%
5/16/2025 Advisors Asset Management Inc.37,581$2.75M0.1%-1.0%0.001%
5/16/2025 AlTi Global Inc.4,835$354K0.0%-33.7%0.000%
5/16/2025 Alyeska Investment Group L.P.515,419$37.77M0.2%-5.8%0.017%
5/16/2025 Amundi1,861,428$129.87M0.0%-17.5%0.062%
5/16/2025 Aprio Wealth Management LLC9,542$699K0.1%+65.3%0.000%
5/16/2025 Adage Capital Partners GP L.L.C.865,000$63.39M0.1%+8.1%0.029%
5/15/2025 EP Wealth Advisors LLC21,673$1.59M0.0%+55.3%0.001%
5/15/2025 Focus Partners Advisor Solutions LLC14,434$1.06M0.0%N/A0.000%
5/15/2025 Royal Bank of Canada3,874,394$283.91M0.1%-13.3%0.129%
5/15/2025 Beck Mack & Oliver LLC13,647$1M0.0%-2.9%0.000%
5/15/2025 Energy Income Partners LLC991,677$72.67M1.4%+4.6%0.033%
5/15/2025 MAI Capital Management71,458$5.24M0.0%-2.4%0.002%
5/15/2025 Cura Wealth Advisors LLC8,585$629K0.3%+8.2%0.000%
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5/15/2025 Titleist Asset Management LLC5,230$383K0.0%-5.4%0.000%
5/15/2025 Baird Financial Group Inc.125,642$9.21M0.0%+1.9%0.004%
5/15/2025 Orbis Allan Gray Ltd6,456,363$473.12M2.7%-3.1%0.215%
5/15/2025 Hiddenite Capital Partners LP68,500$5.02M1.7%-59.3%0.002%
5/15/2025 Palogic Value Management L.P.40,598$2.98M1.3%-46.3%0.001%
5/15/2025 OLD Mission Capital LLC54,745$4.01M0.1%+10.9%0.002%
5/15/2025 Vident Advisory LLC58,395$4.28M0.1%+23.2%0.002%
5/15/2025 Evergreen Capital Management LLC173,898$12.74M0.4%-20.6%0.006%
5/15/2025 Trexquant Investment LP97,906$7.18M0.1%-40.6%0.003%
5/15/2025 Huber Capital Management LLC203,052$14.88M2.8%-11.8%0.007%
5/15/2025 Broyhill Asset Management LLC4,740$347K0.3%+11.8%0.000%
5/15/2025 Earnest Partners LLC29,301$2.15M0.0%-12.2%0.001%
5/14/2025 Truvestments Capital LLC420$31K0.0%+102.9%0.000%
5/14/2025 CreativeOne Wealth LLC8,057$590K0.0%-9.3%0.000%
5/14/2025 Ieq Capital LLC30,756$2.25M0.0%-18.6%0.001%
5/14/2025 Gamco Investors INC. ET AL9,819$720K0.0%-2.2%0.000%
5/14/2025 Gabelli Funds LLC394,550$28.91M0.2%+0.2%0.013%
5/14/2025 Causeway Capital Management LLC2,944$216K0.0%-70.9%0.000%
5/14/2025 Harvest Portfolios Group Inc.309,159$22.66M0.7%-3.2%0.010%
5/14/2025 Potomac Fund Management Inc. ADV26,818$1.97M2.0%+13.1%0.001%
5/14/2025 Bank of Hawaii7,698$564K0.0%-20.3%0.000%
5/14/2025 Brooks Moore & Associates Inc.28,468$2.09M1.2%-0.7%0.001%
5/14/2025 Apexium Financial LP16,030$1.18M0.1%+97.2%0.001%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC9,109$668K0.0%-4.1%0.000%
5/14/2025 Synovus Financial Corp133,516$9.78M0.1%+36.5%0.004%
5/14/2025 ICONIQ Capital LLC9,880$724K0.0%+32.8%0.000%
5/14/2025 Campbell & CO Investment Adviser LLC29,655$2.17M0.2%-53.6%0.001%
5/14/2025 AIMZ Investment Advisors LLC5,275$387K0.1%-3.7%0.000%
5/14/2025 Dodge & Cox57,463$4.21M0.0%-0.3%0.002%
5/14/2025 Hotchkis & Wiley Capital Management LLC7,434,378$544.79M1.8%-12.8%0.247%
5/14/2025 Smartleaf Asset Management LLC17,388$1.27M0.1%+29.3%0.001%
5/14/2025 Bahl & Gaynor Inc.32,050$2.35M0.0%-8.0%0.001%
5/14/2025 Northwestern Mutual Wealth Management Co.270,481$19.82M0.0%+7.4%0.009%
5/14/2025 Haverford Trust Co14,242$1.04M0.0%-7.2%0.000%
5/14/2025 Sax Wealth Advisors LLC4,367$320K0.0%+3.9%0.000%
5/14/2025 Cutler Capital Management LLC111,056$8.14M2.8%+0.2%0.004%
5/14/2025 Van Hulzen Asset Management LLC181,830$13.33M1.2%-4.0%0.006%
5/14/2025 Kestra Advisory Services LLC65,769$4.82M0.0%-5.5%0.002%
5/14/2025 Circle Wealth Management LLC9,953$729K0.0%+6.8%0.000%
5/14/2025 1832 Asset Management L.P.234,546$17.19M0.0%+0.1%0.008%
5/14/2025 Compound Planning Inc.38,493$2.82M0.1%+54.6%0.001%
5/14/2025 Ameriprise Financial Inc.580,143$42.51M0.0%+2.2%0.019%
5/14/2025 Bragg Financial Advisors Inc134,728$9.87M0.4%+1.4%0.004%
5/14/2025 Integrated Investment Consultants LLC3,687$270K0.0%-81.2%0.000%
5/14/2025 CW Advisors LLC12,432$910K0.0%-8.8%0.000%
5/14/2025 Price T Rowe Associates Inc. MD7,253,238$531.52M0.1%+5.1%0.241%
5/14/2025 GM Advisory Group LLC21,013$1.54M0.1%-2.6%0.001%
5/14/2025 Level Four Advisory Services LLC26,544$1.95M0.1%+17.5%0.001%
5/14/2025 EntryPoint Capital LLC5,627$412K0.2%N/A0.000%
5/14/2025 Venture Visionary Partners LLC7,666$562K0.0%+14.8%0.000%
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5/14/2025 Berkshire Asset Management LLC PA3,339$245K0.0%-15.8%0.000%
5/14/2025 Hsbc Holdings PLC18,435$1.35M0.0%-3.3%0.001%
5/14/2025 Texas Capital Bancshares Inc TX4,249$311K0.1%-3.6%0.000%
5/14/2025 Colonial Trust Advisors3,298$242K0.0%+401.2%0.000%
5/14/2025 Bank OZK21,736$1.59M0.7%+25.8%0.001%
5/14/2025 Quantbot Technologies LP24,251$1.78M0.1%+25.9%0.001%
5/14/2025 Wellington Management Group LLP7,888,748$578.09M0.1%-1.2%0.262%
5/14/2025 Cornerstone Select Advisors LLC30,219$2.21M2.1%-0.6%0.001%
5/13/2025 Qtron Investments LLC14,558$1.07M0.2%+43.3%0.000%
5/13/2025 Aptus Capital Advisors LLC9,362$686K0.0%-35.5%0.000%
(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, 1,400 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), Morgan Stanley ($602.35M), Wellington Management Group LLP ($578.09M), Bank of America Corp DE ($557.86M), and Hotchkis & Wiley Capital Management LLC ($544.79M).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 1,143 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($30.93M), Pale Fire Capital SE ($5.43M), Raymond James Financial Inc. ($2.97M), GQG Partners LLC ($2.86M), Jennison Associates LLC ($2.54M), Nuveen LLC ($2.46M), and Fisher Asset Management LLC ($2.31M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 113,607,517 shares in the last 24 months. This purchase volume represents approximately $7.41B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 900 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. ($3.11M), Hotchkis & Wiley Capital Management LLC ($1.83M), Lord Abbett & CO. LLC ($1.41M), Mackenzie Financial Corp ($897.53K), and Mawer Investment Management Ltd. ($860.21K).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 49,924,882 shares in the last 24 months. This volume of shares sold represents approximately $3.27B in transactions.



This page (NYSE:SHEL) was last updated on 5/18/2025 by MarketBeat.com Staff
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