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Shell (SHEL) Institutional Ownership

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$66.74 +0.29 (+0.43%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
661
Total
Institutional Inflows
(last 12 months)
$1.96B
Number of
Institutional Sellers
(last 12 months)
557
Total
Institutional Outflows
(last 12 months)
$1.14B
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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
1/17/2025 Hedges Asset Management LLC72,750$4.56M3.0%+0.6%0.002%
1/17/2025 Bill Few Associates Inc.6,193$388K0.1%+5.6%0.000%
1/17/2025 Mutual Advisors LLC9,675$643K0.0%-27.6%0.000%
1/17/2025 Traynor Capital Management Inc.16,874$1.06M0.1%-2.1%0.001%
1/17/2025 Wesbanco Bank Inc.20,774$1.30M0.0%-6.2%0.001%
1/17/2025 Janney Montgomery Scott LLC142,445$8.92M0.0%+0.9%0.005%
1/17/2025 Bartlett & CO. Wealth Management LLC7,194$451K0.0%-7.0%0.000%
1/17/2025 SG Americas Securities LLC307,440$19.26M0.1%+16,663.4%0.010%
1/17/2025 Baker Ellis Asset Management LLC17,000$1.07M0.2%+2.4%0.001%
1/17/2025 Evolution Wealth Advisors LLC5,369$336K0.1%+30.2%0.000%
1/17/2025 Janney Capital Management LLC125,794$7.88M0.5%-1.6%0.004%
1/17/2025 Daymark Wealth Partners LLC19,936$1.25M0.0%-9.2%0.001%
1/17/2025 Braun Bostich & Associates Inc.3,695$231K0.2%-12.1%0.000%
1/17/2025 Nisa Investment Advisors LLC2,139$134K0.0%+10.3%0.000%
1/17/2025 Roberts Wealth Advisors LLC33,651$2.23M0.7%+20.9%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH5,451$342K0.0%-12.2%0.000%
1/17/2025 Atomi Financial Group Inc.24,891$1.56M0.1%-6.3%0.001%
1/17/2025 Transform Wealth LLC6,734$422K0.0%+11.2%0.000%
1/17/2025 Perpetual Ltd15,294$958K0.0%-1.9%0.000%
1/16/2025 Lmcg Investments LLC25,271$1.58M0.1%-83.6%0.001%
1/16/2025 Brookmont Capital Management63,915$4.00M2.1%-0.7%0.002%
1/16/2025 Crossmark Global Holdings Inc.394,592$24.72M0.5%+60.6%0.013%
1/16/2025 Ballentine Partners LLC12,103$758K0.0%-13.9%0.000%
1/16/2025 Penn Davis Mcfarland Inc.505,029$31.64M3.4%-0.1%0.016%
1/16/2025 BigSur Wealth Management LLC6,536$409K0.1%-3.4%0.000%
1/16/2025 Bremer Bank National Association61,135$3.83M0.8%-3.2%0.002%
1/16/2025 UMB Bank n.a.8,548$536K0.0%-37.1%0.000%
1/16/2025 Community Bank of Raymore5,650$354K0.3%-18.1%0.000%
1/16/2025 Diversify Advisory Services LLC3,861$251K0.0%-9.5%0.000%
1/16/2025 Gilman Hill Asset Management LLC56,828$3.56M0.6%-3.7%0.002%
1/16/2025 Grove Bank & Trust2,512$157K0.0%-16.8%0.000%
1/16/2025 Romano Brothers AND Company7,284$456K0.1%-3.3%0.000%
1/16/2025 Clarius Group LLC9,191$576K0.0%-4.5%0.000%
1/15/2025 HF Advisory Group LLC29,560$1.85M0.9%+15.8%0.001%
1/15/2025 Aaron Wealth Advisors LLC18,769$1.18M0.1%+15.4%0.001%
1/15/2025 Portside Wealth Group LLC27,227$1.80M0.3%-1.6%0.001%
1/15/2025 Riversedge Advisors LLC3,602$226K0.1%+18.4%0.000%
1/15/2025 Ballew Advisors Inc3,981$259K0.2%-4.7%0.000%
1/15/2025 Jackson Square Capital LLC27,192$1.70M0.4%-9.7%0.001%
1/15/2025 TruWealth Advisors LLC322,604$20.21M1.2%-23.3%0.010%
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1/15/2025 Ameritas Advisory Services LLC9,351$586K0.0%+18.5%0.000%
1/15/2025 HB Wealth Management LLC34,130$2.14M0.0%-5.5%0.001%
1/15/2025 Trust Co. of Vermont7,833$491K0.0%-22.0%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.40,518$2.54M0.1%+74.3%0.001%
1/15/2025 Alhambra Investment Management LLC12,749$799K0.4%-19.1%0.000%
1/15/2025 Integrated Investment Consultants LLC19,628$1.23M0.0%N/A0.001%
1/15/2025 Arkadios Wealth Advisors15,988$1.00M0.1%+28.3%0.001%
1/15/2025 InTrack Investment Management Inc7,682$506K0.4%+17.3%0.000%
1/15/2025 Shikiar Asset Management Inc.3,500$219K0.1%N/A0.000%
1/15/2025 Brooklyn Investment Group2,272$142K0.0%+326.3%0.000%
1/15/2025 Merit Financial Group LLC5,740$360K0.0%N/A0.000%
1/15/2025 Wedge Capital Management L L P NC300,740$18.84M0.3%-1.8%0.010%
1/15/2025 Householder Group Estate & Retirement Specialist LLC446$27K0.0%-28.2%0.000%
1/15/2025 Chemistry Wealth Management LLC8,376$525K0.1%+4.3%0.000%
1/15/2025 Wealthcare Advisory Partners LLC11,735$735K0.0%+36.8%0.000%
1/15/2025 RDA Financial Network3,875$243K0.1%-8.0%0.000%
1/15/2025 Woodstock Corp142,051$8.90M0.9%+0.7%0.005%
1/15/2025 Hennessy Advisors Inc.78,100$4.89M0.1%-3.5%0.003%
1/15/2025 Empirical Asset Management LLC46,876$2.94M0.1%N/A0.002%
1/15/2025 Ritholtz Wealth Management79,127$4.96M0.1%-6.1%0.003%
1/14/2025 StrongBox Wealth LLC8,571$537K0.2%-24.8%0.000%
1/14/2025 Stolper Co28,735$1.80M0.6%+1.3%0.001%
1/14/2025 Sendero Wealth Management LLC23,858$1.50M0.2%+2.7%0.001%
1/14/2025 Sawyer & Company Inc1,761$110K0.0%-44.2%0.000%
1/14/2025 Advisors Management Group Inc. ADV38,848$2.43M0.6%-0.9%0.001%
1/14/2025 ARS Wealth Advisors Group LLC30,579$1.92M0.3%-5.3%0.001%
1/14/2025 Radnor Capital Management LLC12,010$752K0.1%-14.8%0.000%
1/14/2025 Laurel Wealth Advisors LLC2,165$136K0.0%+27.1%0.000%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,251$266K0.1%-44.6%0.000%
1/14/2025 Park Avenue Securities LLC66,911$4.19M0.0%+40.8%0.002%
1/14/2025 Kathmere Capital Management LLC4,804$301K0.0%-14.7%0.000%
1/14/2025 Pines Wealth Management LLC11,043$717K0.3%N/A0.000%
1/14/2025 SeaCrest Wealth Management LLC27,729$1.74M0.2%-8.0%0.001%
1/14/2025 Wallace Advisory Group LLC7,779$513K0.4%-6.4%0.000%
1/13/2025 Leibman Financial Services Inc.7,901$495K0.4%-4.5%0.000%
1/13/2025 Cullen Investment Group LTD.20,944$1.31M0.2%-1.0%0.001%
1/13/2025 Marcum Wealth LLC3,474$218K0.0%-10.0%0.000%
1/13/2025 Traveka Wealth LLC4,469$280K0.2%-4.8%0.000%
1/13/2025 Miracle Mile Advisors LLC22,439$1.41M0.0%+62.8%0.001%
1/13/2025 Elevated Capital Advisors LLC8,706$545K0.1%-6.0%0.000%
1/13/2025 Eastern Bank8,886$557K0.0%-7.0%0.000%
1/13/2025 Sivia Capital Partners LLC7,444$466K0.2%-11.5%0.000%
1/13/2025 Harbour Capital Advisors LLC7,065$456K0.1%-6.9%0.000%
1/13/2025 JCIC Asset Management Inc.46,082$2.89M1.2%+1.2%0.001%
1/13/2025 Bridge Creek Capital Management LLC53,514$3.35M1.0%+0.4%0.002%
1/13/2025 Moody National Bank Trust Division9,770$612K0.1%+157.4%0.000%
1/13/2025 Wedmont Private Capital10,920$709K0.0%-1.5%0.000%
1/13/2025 CHICAGO TRUST Co NA41,069$2.57M0.5%-3.1%0.001%
1/13/2025 Thomasville National Bank349,953$21.93M1.6%+4.8%0.011%
1/13/2025 Kieckhefer Group LLC634$40K0.0%N/A0.000%
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1/13/2025 Capital Investment Advisors LLC11,015$690K0.0%-2.2%0.000%
1/13/2025 Brookstone Capital Management4,381$274K0.0%-6.3%0.000%
1/13/2025 Trust Co. of Toledo NA OH11,094$695K0.1%-5.6%0.000%
1/13/2025 Crescent Sterling Ltd.15,021$941K1.0%-7.8%0.000%
1/13/2025 Aprio Wealth Management LLC5,774$362K0.1%+45.6%0.000%
1/13/2025 Eastover Investment Advisors LLC104,966$6.58M3.1%-1.7%0.003%
1/10/2025 Hilltop National Bank21,652$1.36M0.4%+11.9%0.001%
1/8/2025 First Hawaiian Bank37,500$2.35M0.1%+6.6%0.001%
1/8/2025 Douglas Lane & Associates LLC618,316$38.74M0.5%-13.5%0.020%
1/8/2025 InvesTrust79,661$4.97M1.4%N/A0.003%
(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, 1,295 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($4.31B), Dimensional Fund Advisors LP ($1.64B), Fisher Asset Management LLC ($1.62B), Morgan Stanley ($602.35M), Arrowstreet Capital Limited Partnership ($532.24M), Wellington Management Group LLP ($510.72M), and Hotchkis & Wiley Capital Management LLC ($455.73M).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 1,060 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 ($10.45M), Perpetual Ltd ($10.13M), Pale Fire Capital SE ($5.43M), Envestnet Asset Management Inc. ($4.00M), Bank of New York Mellon Corp ($3.62M), Dimensional Fund Advisors LP ($3.30M), and Mawer Investment Management Ltd. ($2.67M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 99,059,716 shares in the last 24 months. This purchase volume represents approximately $6.16B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 814 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), Bank of Montreal Can ($1.64M), Wellington Management Group LLP ($1.11M), and Franklin Resources Inc. ($1.04M).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 49,168,944 shares in the last 24 months. This volume of shares sold represents approximately $3.09B in transactions.



This page (NYSE:SHEL) was last updated on 1/20/2025 by MarketBeat.com Staff
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