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Shell (SHEL) Institutional Ownership

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$92.05 +0.43 (+0.47%)
Closing price 03:59 PM Eastern
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$92.04 -0.01 (-0.01%)
As of 07:56 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)
143
Total
Institutional Inflows
(last 12 months)
$168.34M
Number of
Institutional Sellers
(last 12 months)
118
Total
Institutional Outflows
(last 12 months)
$140.25M
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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
8/18/2026Beacon Pointe Advisors LLC43,299$3.36M0.0%-14.5%0.002%
8/18/2026 49 Wealth Management LLC2,720$211K0.0%N/A0.000%
8/18/2026Strait & Sound Wealth Management LLC12,992$1.01M0.4%+4.2%0.000%
8/18/2026 Glenview Trust Co16,661$1.29M0.0%+2.9%0.001%
8/18/2026North Star Asset Management Inc.3,787$294K0.0%+7.9%0.000%
8/18/2026 Comprehensive Money Management Services LLC3,857$299K0.2%+11.6%0.000%
8/18/2026 United Capital Financial Advisors LLC41,997$3.26M0.0%+1.6%0.001%
8/18/2026 Dearborn Partners LLC8,625$669K0.0%+17.0%0.000%
8/18/2026 Brooks Moore & Associates Inc.22,695$1.76M0.8%+10.5%0.001%
8/18/2026 Bank OZK31,749$2.46M0.7%+12.1%0.001%
8/18/2026 Hayek Kallen Investment Management9,904$768K0.2%-19.6%0.000%
8/18/2026 Equitable Holdings Inc.13,670$1.06M0.0%-11.5%0.000%
8/18/2026 Integrated Investment Consultants LLC18,532$1.44M0.3%-1.4%0.001%
8/18/2026 Coastal Bridge Advisors LLC18,391$1.43M0.1%-2.3%0.001%
8/18/2026Jefferies Financial Group Inc.103,304$8.01M0.1%+268.2%0.004%
8/18/2026 Public Employees Retirement System of Ohio264,050$20.47M0.1%+65.8%0.009%
8/17/2026 Pure Financial Advisors LLC8,467$656K0.0%+23.7%0.000%
8/17/2026 Transamerica Financial Advisors LLC9,771$758K0.1%+19.8%0.000%
8/17/2026 Corient Private Wealth LP351,034$27.22M0.0%-1.7%0.013%
8/17/2026 Palogic Value Management L.P.54,698$4.24M1.4%+31.4%0.002%
8/17/2026 Perennial Investment Advisors LLC3,246$252K0.0%-7.5%0.000%
8/17/2026 Ausdal Financial Partners Inc.39,026$3.03M0.1%-26.2%0.001%
8/17/2026 Bank of America Corp DE7,709,715$597.81M0.0%+1.9%0.275%
8/17/2026 Bluefin Capital Management LLC3,600$279K0.1%N/A0.000%
8/15/2026 Strategic Global Advisors LLC4,438$344K0.0%-74.8%0.000%
8/15/2026 Gallagher Fiduciary Advisors LLC4,785$371K0.0%-9.3%0.000%
8/15/2026 Western Wealth Management LLC3,604$279K0.0%+12.3%0.000%
8/15/2026 First Bancorp Inc ME 821$64K0.0%-64.6%0.000%
8/15/2026 Jupiter Topco LLC7,026$545K0.0%N/A0.000%
8/14/2026 Hsbc Holdings PLC22,671$1.76M0.0%-150.2%0.001%
8/14/2026 Ancora Advisors LLC4,228$328K0.0%-32.0%0.000%
8/14/2026 Jones Financial Companies Lllp776,654$59.45M0.0%+5.2%0.028%
8/14/2026 Fiduciary Financial Advisors1,221$94K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC108,558$8.42M0.1%-16.4%0.004%
8/14/2026 Twin Peaks Wealth Advisors LLC2,836$220K0.0%+50.7%0.000%
8/14/2026 Cullen Capital Management LLC448,464$34.77M0.3%+50.0%0.016%
8/13/2026 Cibc World Market Inc.586,039$45.44M0.1%+66.3%0.021%
8/13/2026 Sanctuary Advisors LLC164,417$12.75M0.1%-10.0%0.006%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.379,130$29.40M0.1%-73.5%0.014%
8/13/2026 Haverford Trust Co9,710$753K0.0%-4.6%0.000%
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8/13/2026 Bank of Nova Scotia17,790$1.38M0.0%+493.0%0.001%
8/12/2026 Elevation Point Wealth Partners LLC45,721$3.55M0.1%+18.8%0.002%
8/12/2026 Commerce Bank211,067$16.37M0.1%-0.7%0.008%
8/12/2026 Northwestern Mutual Wealth Management Co.331,800$25.73M0.0%-4.1%0.012%
8/12/2026 Gabelli Funds LLC369,150$28.62M0.2%-8.7%0.013%
8/12/2026 Evolve Private Wealth LLC21,298$1.65M0.1%-16.6%0.001%
8/12/2026 Farringdon Capital Ltd.23,788$1.85M0.9%-60.4%0.001%
8/12/2026 W1M Asset Management Ltd13,261$1.03M0.0%+17.2%0.000%
8/12/2026 Emerald Investment Advisers LLC26,510$2.06M0.1%+90.6%0.001%
8/12/2026 EP Wealth Advisors LLC32,522$2.52M0.0%+12.3%0.001%
8/12/2026 Ieq Capital LLC57,229$4.44M0.0%-14.4%0.002%
8/12/2026 Callan Family Office LLC133,184$10.33M0.2%+1.4%0.005%
8/12/2026 Keebeck Wealth Management4,266$331K0.0%+28.1%0.000%
8/11/2026 OneAscent Financial Services LLC4,930$382K0.0%-9.8%0.000%
8/11/2026 Allworth Financial LP25,356$1.97M0.0%-6.8%0.001%
8/11/2026 Greenspring Advisors LLC10,583$821K0.0%+7.8%0.000%
8/11/2026 LaSalle St. Investment Advisors LLC5,075$394K0.0%-9.0%0.000%
8/11/2026 Advisors Preferred LLC2,313$180K0.0%N/A0.000%
8/11/2026 Kilter Group LLC498$39K0.0%+83.1%0.000%
8/11/2026 Advisors Capital Management LLC5,791$449K0.0%+31.5%0.000%
8/11/2026 PCM Encore LLC25,294$1.96M0.3%-2.2%0.001%
8/11/2026 Altman Advisors Inc.25,422$1.97M0.7%-1.8%0.001%
8/11/2026 Vise Technologies Inc.51,785$4.02M0.0%-2.7%0.002%
8/11/2026 XY Capital Ltd42,854$3.32M3.2%+139.1%0.002%
8/11/2026 Foresight Global Investors Inc.96,767$7.50M4.5%+0.4%0.003%
8/11/2026 MSH Capital Advisors LLC14,774$1.15M0.2%+30.5%0.001%
8/11/2026 Wellington Shields & Co. LLC3,910$303K0.1%-11.6%0.000%
8/11/2026 Wellington Shields Capital Management LLC21,058$1.63M0.2%-2.8%0.001%
8/11/2026 Uptick Partners LLC6,373$494K0.1%+5.1%0.000%
8/11/2026 Madison Asset Management LLC19,742$1.53M0.0%+22.5%0.001%
8/10/2026 Csenge Advisory Group5,503$427K0.0%+20.5%0.000%
8/10/2026 Johnson Financial Group Inc.2,303$179K0.0%-45.2%0.000%
8/10/2026 Crescent Grove Advisors LLC4,687$363K0.0%+84.8%0.000%
8/10/2026 Tocqueville Asset Management L.P.94,085$7.30M0.1%-34.6%0.003%
8/10/2026 Addison Advisors LLC478$37K0.0%-86.2%0.000%
8/10/2026 West Family Investments Inc.12,116$939K0.3%+63.6%0.000%
8/10/2026 Denali Advisors LLC10,935$848K0.1%+1.7%0.000%
8/10/2026 NewEdge Wealth LLC52,083$4.04M0.0%+4.2%0.002%
8/10/2026 Great Lakes Advisors LLC385,622$29.90M0.2%+2.3%0.014%
8/10/2026 Richardson Financial Services Inc.904$70K0.0%+55.6%0.000%
8/10/2026 BOK Financial Private Wealth Inc.1,162$90K0.0%+69.4%0.000%
8/10/2026 Diversify Advisory Services LLC11,015$854K0.0%N/A0.000%
8/8/2026 Foster & Motley Inc.17,790$1.38M0.1%N/A0.001%
8/7/2026 Trust Co. of Vermont7,232$561K0.0%N/A0.000%
7/10/2026 Wedge Capital Management L L P NC148,990$11.55M0.2%-0.2%0.005%
7/9/2026 Financial Management Professionals Inc.4,800$372K0.0%+2.9%0.000%
7/9/2026 Allied Private Wealth LLC527$43K0.0%N/A0.000%
7/8/2026 Thurston 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%
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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%
6/9/2026 Rathbones Group PLC34,605$3.22M0.0%+8.5%0.001%
6/1/2026 Integrated Investment Consultants LLC18,794$1.75M0.4%-4.0%0.001%
5/19/2026 Strategic Investment Advisors MI1,164$108K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors39,934$3.71M0.1%-6.3%0.001%
5/18/2026Sunbelt Securities Inc.13,945$1.30M0.1%-5.8%0.000%
5/18/2026 Parvin Asset Management LLC4,500$418K0.3%-4.3%0.000%
5/18/2026 EverSource Wealth Advisors LLC8,530$793K0.0%+18.4%0.000%
5/8/2026 Madison Asset Management LLC16,114$1.50M0.0%+7.9%0.001%


SHEL Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,134 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), Bank of America Corp DE ($597.81M), Wellington Management Group LLP ($578.09M), 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 792 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), Jennison Associates LLC ($2.00M), and Freestone Grove Partners LP ($1.33M).

Institutional investors have bought a total of 2,218,439 shares in the last 24 months. This purchase volume represents approximately $168.34M in transactions.

Of the 118 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: Connor Clark & Lunn Investment Management Ltd. ($1.05M), SG Americas Securities LLC ($154.21K), Silvercrest Asset Management Group LLC ($68.34K), Wedge Capital Management L L P NC ($53.91K), Lord Abbett & CO. LLC ($53.61K), Tocqueville Asset Management L.P. ($49.78K), and Farringdon Capital Ltd. ($36.30K).

Institutional investors have sold a total of 1,794,401 shares in the last 24 months. This volume of shares sold represents approximately $140.25M 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 8/18/2026. New 13F filings are added each quarter as they're published.
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