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Shell (SHEL) Institutional Ownership

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$62.42 +0.33 (+0.53%)
As of 04/14/2025 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
728
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
629
Total
Institutional Outflows
(last 12 months)
$1.09B
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SHEL Institutional Buying and Selling by Quarter

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Shell Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Wesbanco Bank Inc.20,160$1.48M0.1%-3.0%0.001%
4/14/2025First Citizens Bank & Trust Co.3,667$269K0.0%-6.5%0.000%
4/14/2025Abacus Planning Group Inc.5,263$386K0.1%+4.7%0.000%
4/14/2025Capital Investment Advisors LLC11,229$823K0.0%+1.9%0.000%
4/14/2025Wedge Capital Management L L P NC230,926$16.92M0.3%-23.2%0.008%
4/14/2025Park Avenue Securities LLC54,837$4.02M0.0%-18.0%0.002%
4/14/2025OLD National Bancorp IN10,560$774K0.0%-29.3%0.000%
4/14/2025Kennebec Savings Bank341$25K0.0%N/A0.000%
4/14/2025Miracle Mile Advisors LLC21,602$1.58M0.0%-3.7%0.001%
4/14/2025ARS Wealth Advisors Group LLC29,626$2.17M0.3%-3.1%0.001%
4/14/2025RDA Financial Network4,437$325K0.1%+14.5%0.000%
4/14/2025Wedmont Private Capital11,296$828K0.0%+3.4%0.000%
4/14/2025UMB Bank n.a.8,270$606K0.0%-3.3%0.000%
4/14/2025Sivia Capital Partners LLC7,969$584K0.3%+7.1%0.000%
4/11/2025Princeton Global Asset Management LLC1,247$91K0.0%-34.8%0.000%
4/11/2025Pines Wealth Management LLC11,811$866K0.4%+7.0%0.000%
4/11/2025SeaCrest Wealth Management LLC29,788$2.18M0.2%+7.4%0.001%
4/11/2025Oxinas Partners Wealth Management LLC3,026$222K0.1%N/A0.000%
4/11/2025Choice Wealth Advisors LLC2,976$218K0.1%N/A0.000%
4/11/2025Foster Group Inc.4,018$294K0.0%+18.4%0.000%
4/10/2025 Breakwater Capital Group4,663$342K0.1%+23.7%0.000%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.4,529$332K0.1%+6.5%0.000%
4/10/2025 Diligent Investors LLC6,640$487K0.1%-22.7%0.000%
4/10/2025 Lmcg Investments LLC24,341$1.78M0.1%-3.7%0.001%
4/10/2025 Gilman Hill Asset Management LLC59,178$4.34M0.8%+4.1%0.002%
4/10/2025 Fermata Advisors LLC5,342$391K0.1%N/A0.000%
4/10/2025 Naples Global Advisors LLC4,141$303K0.0%-14.5%0.000%
4/10/2025 Columbia Asset Management40,412$2.96M0.6%-4.0%0.001%
4/10/2025 HF Advisory Group LLC31,966$2.34M1.0%+8.1%0.001%
4/10/2025 TruWealth Advisors LLC324,115$23.75M1.4%+0.5%0.011%
4/10/2025 Nixon Peabody Trust Co.78,728$5.77M0.5%N/A0.003%
4/10/2025 Financial Management Professionals Inc.4,009$294K0.0%+6.1%0.000%
4/10/2025 Sendero Wealth Management LLC23,241$1.70M0.2%-2.6%0.001%
4/10/2025 Richard P Slaughter Associates Inc12,629$925K0.2%-77.0%0.000%
4/10/2025 Iams Wealth Management LLC28,878$2.12M1.0%-5.5%0.001%
4/10/2025 Romano Brothers AND Company6,750$495K0.1%-7.3%0.000%
4/10/2025 Bremer Bank National Association64,926$4.76M0.8%+6.2%0.002%
4/10/2025 Bridge Creek Capital Management LLC52,749$3.87M1.2%-1.4%0.002%
4/9/2025 Planned Solutions Inc.3,300$242K0.1%N/A0.000%
4/9/2025 RFG Advisory LLC5,019$368K0.0%N/A0.000%
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4/9/2025 InvesTrust80,134$5.87M1.6%+0.6%0.003%
4/9/2025 Fulton Bank N.A.3,990$292K0.0%-14.5%0.000%
4/9/2025 Merit Financial Group LLC11,534$845K0.0%+100.9%0.000%
4/9/2025 Harbor Investment Advisory LLC493$36K0.0%-44.8%0.000%
4/9/2025 Gradient Investments LLC9,610$704K0.0%+2.6%0.000%
4/9/2025 Eldred Rock Partners LLC104,376$7.63M2.3%+33.5%0.003%
4/9/2025 Sweeney & Michel LLC15,590$1.14M0.5%N/A0.001%
4/9/2025 Douglas Lane & Associates LLC514,477$37.70M0.6%-16.8%0.017%
4/9/2025 Woodstock Corp143,742$10.53M1.0%+1.2%0.005%
4/9/2025 Hardin Capital Partners LLC7,640$560K0.3%-4.1%0.000%
4/9/2025 180 Wealth Advisors LLC9,267$679K0.1%-5.1%0.000%
4/9/2025 Mechanics Bank Trust Department3,324$244K0.0%-15.8%0.000%
4/8/2025 Rhumbline Advisers24,785$1.82M0.0%-33.5%0.001%
4/8/2025 Allied Investment Advisors LLC181,627$13.31M2.5%+4.6%0.006%
4/8/2025 Cascade Investment Advisors Inc.3,000$220K0.1%N/A0.000%
4/8/2025 Stolper Co28,980$2.12M0.7%+0.9%0.001%
4/8/2025 BTC Capital Management Inc.24,358$1.79M0.2%+5.1%0.001%
4/8/2025 Doliver Advisors LP4,132$303K0.1%+13.8%0.000%
4/7/2025 Tompkins Financial Corp3,439$252K0.0%+6.5%0.000%
4/7/2025 GAMMA Investing LLC422,752$30.98M0.0%+10,193.5%0.014%
4/7/2025 AdvisorNet Financial Inc2,564$188K0.0%+35.7%0.000%
4/7/2025 Eastover Investment Advisors LLC104,695$7.67M3.7%-0.3%0.003%
4/4/2025 Moody National Bank Trust Division17,226$1.26M0.1%+76.3%0.001%
4/4/2025 Legacy Private Trust Co.3,173$233K0.0%N/A0.000%
4/3/2025 First Hawaiian Bank35,027$2.57M0.2%-6.6%0.001%
4/2/2025 Park National Corp OH23,165$1.70M0.1%-15.6%0.001%
4/2/2025 Marcum Wealth LLC3,721$273K0.0%+7.1%0.000%
4/1/2025 Cullen Investment Group LTD.18,203$1.33M0.2%-13.1%0.001%
4/1/2025 Confluence Investment Management LLC22,801$1.67M0.0%+3.6%0.001%
4/1/2025 Neville Rodie & Shaw Inc.95,300$6.98M0.5%-5.5%0.003%
3/19/2025DSG Capital Advisors LLC5,276$331K0.1%N/A0.000%
3/17/2025NorthCrest Asset Manangement LLC3,573$224K0.0%-4.5%0.000%
3/12/2025Northstar Financial Companies Inc.7,705$483K0.5%N/A0.000%
3/12/2025Palogic Value Management L.P.75,602$4.74M0.1%+25.0%0.002%
3/5/2025Probity Advisors Inc.7,435$466K0.1%+16.0%0.000%
3/4/2025Comprehensive Money Management Services LLC4,175$262K0.2%N/A0.000%
3/4/2025Birmingham Capital Management Co. Inc. AL10,778$675K0.3%-2.7%0.000%
2/28/2025Employees Retirement System of Texas52,710$3.30M0.0%-18.3%0.002%
2/27/2025Brucke Financial Inc.10,258$675K0.6%N/A0.000%
2/25/2025Heck Capital Advisors LLC1,285$81K0.0%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.18,318$1.15M0.0%-5.7%0.001%
2/25/2025Shufro Rose & Co. LLC20,450$1.28M0.1%-1.9%0.001%
2/25/2025Integrated Advisors Network LLC10,308$646K0.0%-38.6%0.000%
2/24/2025Pullen Investment Management LLC7,939$497K0.3%+4.9%0.000%
2/24/2025Great Valley Advisor Group Inc.71,934$4.51M0.1%+7.0%0.002%
2/24/2025Ameriflex Group Inc.4,214$277K0.1%N/A0.000%
2/21/2025Vermillion Wealth Management Inc.710$44K0.0%N/A0.000%
2/20/2025Mackenzie Financial Corp1,273,966$79.81M0.1%-7.6%0.042%
2/20/2025Forum Financial Management LP40,916$2.56M0.0%+28.3%0.001%
2/19/2025Toronto Dominion Bank12,270$768K0.0%-3.7%0.000%
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2/19/2025Cache Advisors LLC3,303$207K0.1%N/A0.000%
2/19/2025University of Texas Texas AM Investment Management Co.7,456$467K0.1%-92.3%0.000%
2/18/2025Helium Advisors LLC3,519$220K0.2%N/A0.000%
2/18/2025Sunbelt Securities Inc.14,492$895K0.1%+3.8%0.000%
2/18/2025GTS Securities LLC5,463$342K0.0%-107.7%0.000%
2/18/2025Fourth Dimension Wealth LLC682$43K0.0%N/A0.000%
2/18/2025Vise Technologies Inc.25,362$1.59M0.1%+3.9%0.001%
2/18/2025Inspire Trust Co. N.A.60,000$3.76M1.0%+14.4%0.002%
2/18/2025MidWestOne Financial Group Inc.25,266$1.58M0.2%+126.7%0.001%
2/18/2025CSS LLC IL83,049$5.20M0.2%+93.1%0.003%
(Data available from 1/1/2016 forward)

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SHEL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHEL shares?

During the previous two years, 1,368 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($5.41B), Fisher Asset Management LLC ($1.56B), Dimensional Fund Advisors LP ($1.43B), Morgan Stanley ($602.35M), Bank of America Corp DE ($557.86M), Arrowstreet Capital Limited Partnership ($532.24M), and Wellington Management Group LLP ($500.12M).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 1,113 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 ($31.57M), Perpetual Ltd ($10.13M), Pale Fire Capital SE ($5.43M), Envestnet Asset Management Inc. ($3.94M), Bank of New York Mellon Corp ($3.69M), Fisher Asset Management LLC ($2.65M), and Jennison Associates LLC ($2.54M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 125,512,768 shares in the last 24 months. This purchase volume represents approximately $7.88B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 879 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. ($3.05M), Mackenzie Financial Corp ($1.11M), Wellington Management Group LLP ($1.11M), Lord Abbett & CO. LLC ($817.82K), and Franklin Resources Inc. ($791.57K).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 47,206,578 shares in the last 24 months. This volume of shares sold represents approximately $3.02B in transactions.



This page (NYSE:SHEL) was last updated on 4/15/2025 by MarketBeat.com Staff
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