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Shell (SHEL) Institutional Ownership

$70.39
-0.10 (-0.14%)
(As of 01:39 PM ET)

Institutional Ownership Changes (13F Filings) for Shell (NYSE:SHEL)

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
709
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$1.90B
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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
5/22/2024Burney Co.32,118$2.15M0.1%+4.2%0.001%
5/22/2024BigSur Wealth Management LLC5,036$338K0.1%+42.4%0.000%
5/21/2024 Atria Investments Inc70,729$4.74M0.1%+7.1%0.002%
5/17/2024 Yaupon Capital Management LP462,345$31.00M1.6%-30.8%0.014%
5/17/2024 Tandem Capital Management Corp ADV27,592$1.85M1.0%+2.1%0.001%
5/17/2024 Hancock Whitney Corp8,626$578K0.0%-22.5%0.000%
5/17/2024 Coppell Advisory Solutions Corp.31,679$2.12M0.4%N/A0.001%
5/17/2024 Tidal Investments LLC70,241$4.71M0.1%+6.0%0.002%
5/16/2024 Global Financial Private Client LLC532$36K0.0%-55.9%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.30,899$1.99M0.0%+16.4%0.001%
5/16/2024 Dynasty Wealth Management LLC9,546$640K0.0%N/A0.000%
5/16/2024 Sweeney & Michel LLC46,349$3.43M1.5%N/A0.001%
5/16/2024 Invenomic Capital Management LP232,315$15.57M0.8%+34.4%0.007%
5/16/2024 Janus Henderson Group PLC7,026$471K0.0%-26.2%0.000%
5/16/2024 Bayesian Capital Management LP3,300$221K0.0%N/A0.000%
5/15/2024 Earnest Partners LLC36,051$2.42M0.0%-0.5%0.001%
5/15/2024 SVB Wealth LLC15,552$1.04M0.0%-44.8%0.000%
5/15/2024 Mount Yale Investment Advisors LLC12,791$858K0.1%-53.9%0.000%
5/15/2024 Energy Income Partners LLC1,118,729$75M1.5%+10.6%0.035%
5/15/2024 Price T Rowe Associates Inc. MD6,715,078$450.18M0.1%+13.0%0.210%
5/15/2024 BOKF NA48,409$3.29M0.1%-17.7%0.002%
5/15/2024 Lazard Asset Management LLC44,896$3.01M0.0%+21.0%0.001%
5/15/2024 Epoch Investment Partners Inc.20,521$1.38M0.0%-52.2%0.001%
5/15/2024 LRI Investments LLC633$47K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.248,427$16.66M0.0%-10.5%0.008%
5/15/2024 Linscomb Wealth Inc.4,295$288K0.0%+4.7%0.000%
5/15/2024 Westwood Global Investments LLC2,446,144$163.99M7.5%+1.2%0.077%
5/15/2024 Huber Capital Management LLC373,189$25.02M5.6%+15.0%0.012%
5/15/2024 Gabelli Funds LLC414,400$27.78M0.2%-1.2%0.013%
5/15/2024 Gamco Investors INC. ET AL9,652$647K0.0%+2.7%0.000%
5/15/2024 Stonebridge Capital Advisors LLC3,148$211K0.0%N/A0.000%
5/15/2024 Senator Investment Group LP638,047$42.78M1.9%N/A0.020%
5/14/2024 Guardian Capital LP310,865$20.84M0.7%-0.4%0.010%
5/14/2024 Capital Research Global Investors2,013,784$135.00M0.0%+0.1%0.063%
5/14/2024 Sheaff Brock Investment Advisors LLC5,804$389K0.0%-3.9%0.000%
5/14/2024 Stamos Capital Partners L.P.170,230$11.41M2.6%-1.9%0.005%
5/14/2024 Rodgers Brothers Inc.46,425$3.11M0.4%+164.2%0.001%
5/14/2024 Advisors Asset Management Inc.45,429$3.05M0.1%+2.1%0.001%
5/14/2024 EP Wealth Advisors LLC14,940$1.00M0.0%+25.1%0.000%
5/14/2024 Carlson Capital L P85,000$5.70M0.5%N/A0.003%
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5/14/2024 Freestone Capital Holdings LLC18,844$1.26M0.0%N/A0.001%
5/14/2024 CreativeOne Wealth LLC8,378$561K0.0%+19.4%0.000%
5/14/2024 Fayez Sarofim & Co209,972$14.08M0.0%-2.2%0.007%
5/14/2024 Crewe Advisors LLC15,283$1.03M0.1%N/A0.000%
5/14/2024 Elgethun Capital Management3,183$213K0.1%N/A0.000%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund14,200$952K0.0%N/A0.000%
5/14/2024 Puzo Michael J10,750$721K0.2%-24.6%0.000%
5/14/2024 Saturna Capital Corp4,849$325K0.0%-44.9%0.000%
5/14/2024 Vaughan David Investments LLC IL9,716$651K0.0%+33.5%0.000%
5/14/2024 Lake Street Advisors Group LLC12,091$811K0.0%+56.1%0.000%
5/13/2024 Bessemer Group Inc.11,405$765K0.0%-6.4%0.000%
5/13/2024 Thornburg Investment Management Inc.96,705$6.56M0.1%-1.4%0.003%
5/13/2024 Seven Eight Capital LP37,781$2.53M0.3%-10.7%0.001%
5/13/2024 O Shaughnessy Asset Management LLC156,852$10.52M0.1%+22.5%0.005%
5/11/2024 Trustmark National Bank Trust Department27,048$1.81M0.1%-27.6%0.001%
5/11/2024 Davis R M Inc.4,468$300K0.0%+25.6%0.000%
5/11/2024 Resurgent Financial Advisors LLC15,075$1.01M0.5%+64.8%0.000%
5/11/2024 Catalytic Wealth RIA LLC9,159$614K0.1%+15.1%0.000%
5/11/2024 Nicola Wealth Management LTD.357,000$23.93M2.6%-4.0%0.011%
5/11/2024 Ironsides Asset Advisors LLC11,845$794K0.3%+12.5%0.000%
5/10/2024 Osaic Holdings Inc.220,161$14.76M0.0%-30.7%0.007%
5/10/2024 TIAA Trust National Association13,568$910K0.0%+4.9%0.000%
5/10/2024 Councilmark Asset Management LLC7,725$518K0.4%N/A0.000%
5/10/2024 First Foundation Advisors7,246$486K0.0%-8.9%0.000%
5/10/2024 Tocqueville Asset Management L.P.196,240$13.16M0.2%-0.2%0.006%
5/10/2024 GM Advisory Group LLC22,556$1.51M0.1%+5.8%0.001%
5/10/2024 Nwam LLC10,635$760K0.1%-8.5%0.000%
5/10/2024 Gratus Wealth Advisors LLC10,355$736K0.1%N/A0.000%
5/9/2024 Forum Financial Management LP32,458$2.18M0.0%+6.4%0.001%
5/9/2024 Great Lakes Retirement Inc.21,131$1.42M0.2%+4.2%0.001%
5/9/2024 Leo Wealth LLC7,063$477K0.0%-10.8%0.000%
5/9/2024 Orion Portfolio Solutions LLC58,908$3.95M0.0%+5.3%0.002%
5/9/2024 Blair William & Co. IL67,276$4.51M0.0%+2.7%0.002%
5/9/2024 Lord Abbett & CO. LLC3,043,113$204.01M0.7%-12.1%0.095%
5/9/2024 HBK Sorce Advisory LLC14,685$984K0.0%-6.0%0.000%
5/9/2024 First Eagle Investment Management LLC373,483$25.04M0.1%+17.6%0.012%
5/9/2024 TBH Global Asset Management LLC4,404$295K0.1%-4.2%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.6,658$446K0.0%+7.7%0.000%
5/9/2024 Foundry Partners LLC393,890$26.41M1.4%+3.2%0.012%
5/9/2024 Angeles Wealth Management LLC3,012$202K0.0%-16.6%0.000%
5/9/2024 Portland Global Advisors LLC29,223$1.96M0.3%-14.7%0.001%
5/9/2024 Dearborn Partners LLC8,085$542K0.0%-36.2%0.000%
5/9/2024 Pettyjohn Wood & White Inc.34,079$2.29M0.5%+36.2%0.001%
5/9/2024 Koshinski Asset Management Inc.18,214$1.22M0.1%+152.1%0.001%
5/8/2024 Teramo Advisors LLC3,000$201K0.1%N/A0.000%
5/8/2024 Cozad Asset Management Inc.7,581$508K0.1%+3.2%0.000%
5/8/2024 Bleakley Financial Group LLC93,036$6.24M0.2%-1.0%0.003%
5/8/2024 Great Diamond Partners LLC11,964$802K0.2%+2.1%0.000%
5/8/2024 Avantax Advisory Services Inc.107,963$7.24M0.1%-4.3%0.003%
5/8/2024 US Bancorp DE338,934$22.72M0.0%-18.5%0.011%
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5/8/2024 Hohimer Wealth Management LLC90,002$6.03M1.4%-2.2%0.003%
5/8/2024 Russell Investments Group Ltd.746,367$50.04M0.1%+6.9%0.023%
5/8/2024 QRG Capital Management Inc.187,266$12.55M0.2%+2.5%0.006%
5/8/2024 New Republic Capital LLC6,389$428K0.3%-16.8%0.000%
5/8/2024 Donoghue Forlines LLC15,386$1.03M0.3%-10.0%0.000%
5/7/2024 Sfmg LLC3,183$213K0.0%N/A0.000%
5/7/2024 Regency Capital Management Inc. DE105,774$7.09M4.3%+0.8%0.003%
5/7/2024 WNY Asset Management LLC17,352$1.16M0.2%-4.0%0.001%
5/7/2024 Sei Investments Co.298,732$20.03M0.0%+4.9%0.009%
5/7/2024 Chilton Capital Management LLC24,187$1.62M0.1%+4.5%0.001%
(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, 1,282 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), Morgan Stanley ($602.35M), Wellington Management Group LLP ($556.66M), Arrowstreet Capital Limited Partnership ($532.24M), and Price T Rowe Associates Inc. MD ($450.18M).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 1,081 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Perpetual Ltd ($10.13M), FMR LLC ($7.19M), Bank of America Corp DE ($5.84M), Pale Fire Capital SE ($5.43M), Dimensional Fund Advisors LP ($4.50M), Envestnet Asset Management Inc. ($4.22M), and Bank of New York Mellon Corp ($3.62M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 114,639,589 shares in the last 24 months. This purchase volume represents approximately $6.68B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 772 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), Renaissance Technologies LLC ($1.67M), Franklin Resources Inc. ($1.54M), and Lord Abbett & CO. LLC ($1.50M).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 58,547,636 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


This page (NYSE:SHEL) was last updated on 5/23/2024 by MarketBeat.com Staff

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