Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial
→ Our NEXT BIo-tech Alert Is Only a Few Days Away (From Huge Alerts) (Ad) Free SHEL Stock Alerts

Shell (SHEL) Institutional Ownership

$68.22
-0.05 (-0.07%)
(As of 10/9/2024 ET)
Compare

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

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
713
Total
Institutional Inflows
(last 12 months)
$2.49B
Number of
Institutional Sellers
(last 12 months)
561
Total
Institutional Outflows
(last 12 months)
$1.69B
Skip Chart & View Institutional Buying and Selling Data

SHEL Institutional Buying and Selling by Quarter

Shell Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2024UMB Bank n.a.13,582$896K0.0%-5.9%0.000%
10/9/2024Advocate Group LLC67,920$4.48M0.8%+2.0%0.002%
10/9/2024Perpetual Ltd15,594$1.03M0.0%+2.0%0.000%
10/9/2024Sanibel Captiva Trust Company Inc.23,251$1.53M0.0%+6.0%0.001%
10/9/2024Wedmont Private Capital11,086$779K0.0%+10.2%0.000%
10/9/2024Marcum Wealth LLC3,859$254K0.0%-5.7%0.000%
Worker Strikes: Are You Prepared for What’s Coming? (Ad)

Worker Strikes: Are You Prepared for What's Coming? The rapid advancement of artificial intelligence and automation is reshaping industries and posing threats to jobs, pushing America's financial system to its limits.

Click here to prepare.
10/8/2024CWM LLC52,914$3.49M0.0%+9.7%0.002%
10/8/2024Daymark Wealth Partners LLC21,960$1.45M0.0%+4.6%0.001%
10/8/2024Royal Fund Management LLC31,844$2.11M0.1%+67.5%0.001%
10/8/2024Strategic Wealth Partners Ltd.23,903$1.58M0.2%-9.1%0.001%
10/8/2024Gratus Wealth Advisors LLC11,939$838K0.1%+10.5%0.000%
10/8/2024Brookstone Capital Management4,678$309K0.0%-57.9%0.000%
10/8/2024Leibman Financial Services Inc.8,272$546K0.4%-6.0%0.000%
10/8/2024Atomi Financial Group Inc.26,562$1.75M0.1%-7.5%0.001%
10/8/2024Traveka Wealth LLC4,695$310K0.2%+7.9%0.000%
10/8/2024 Bridge Creek Capital Management LLC53,318$3.52M1.1%-1.0%0.002%
10/8/2024 Dynamic Advisor Solutions LLC17,394$1.15M0.0%-4.4%0.001%
10/8/2024 Axiom Advisory LLC15,104$1.07M0.0%+88.1%0.000%
10/8/2024Eastover Investment Advisors LLC106,752$7.04M3.3%+0.5%0.003%
10/8/2024Aprio Wealth Management LLC3,965$261K0.0%+14.1%0.000%
10/8/2024 Mather Group LLC.15,174$1.00M0.0%-3.0%0.000%
10/7/2024 Richard P Slaughter Associates Inc54,800$3.61M0.8%+0.7%0.002%
10/7/2024 Fulton Bank N.A.5,960$393K0.0%-47.9%0.000%
10/7/2024 Miracle Mile Advisors LLC13,784$909K0.0%-2.7%0.000%
10/7/2024 GAMMA Investing LLC5,061$334K0.0%+15.7%0.000%
10/5/2024 Cullen Investment Group LTD.21,146$1.40M0.2%-8.2%0.001%
10/5/2024 Eldred Rock Partners LLC78,315$5.17M1.7%+119.9%0.002%
10/5/2024 Allied Investment Advisors LLC172,293$11.36M2.3%+0.7%0.005%
10/4/2024 Regency Capital Management Inc. DE108,423$7.15M3.9%-0.7%0.003%
10/3/2024 Park Avenue Securities LLC47,538$3.14M0.0%-14.2%0.002%
10/3/2024 Alpha Omega Wealth Management LLC5,680$375K0.1%-6.9%0.000%
10/3/2024 Farmers Trust Co.6,485$428K0.1%+4.4%0.000%
10/3/2024 SG Americas Securities LLC1,834$121K0.0%N/A0.000%
10/2/2024 Trust Co. of Toledo NA OH11,751$775K0.1%-4.5%0.000%
10/1/2024 Park National Corp OH27,840$1.84M0.1%-3.8%0.001%
10/1/2024 Neville Rodie & Shaw Inc.108,425$7.15M0.5%-14.2%0.003%
9/20/2024Healthcare of Ontario Pension Plan Trust Fund116,644$8.42M0.0%+721.4%0.004%
9/17/2024University of Texas Texas AM Investment Management Co.35,264$2.55M0.5%-27.3%0.001%
9/11/2024Newbridge Financial Services Group Inc.718$52K0.0%+378.7%0.000%
9/10/2024Prio Wealth Limited Partnership5,034$363K0.0%-16.7%0.000%
Oil Prices Surge Due to Israel-Iran Conflict (Ad)

Heightened tension in the Middle East has created a huge supply shock to the global oil industry. But… I’ve found a new way to invest in oil right here in the US.

All the details are right here.
9/5/2024Sanctuary Advisors LLC143,369$10.51M0.1%N/A0.005%
8/27/2024Clearbridge Investments LLC90,242$6.51M0.0%+0.7%0.003%
8/21/2024Truist Financial Corp305,661$22.06M0.0%+2.5%0.010%
8/21/2024 Regency Capital Management Inc. DE109,194$7.88M5.1%+3.2%0.003%
8/20/2024Senator Investment Group LP516,400$37.27M1.8%-19.1%0.016%
8/19/2024EP Wealth Advisors LLC13,626$984K0.0%-8.8%0.000%
8/19/2024Brandes Investment Partners LP1,447,449$104.27M1.3%+0.7%0.046%
8/19/2024Kimelman & Baird LLC70,176$5.07M0.4%N/A0.002%
8/19/2024B. Riley Wealth Advisors Inc.23,224$1.68M0.0%-24.8%0.001%
8/16/2024Gateway Wealth Partners LLC4,310$311K0.1%-7.5%0.000%
8/16/2024CMG Global Holdings LLC2,818$203K0.1%N/A0.000%
8/16/2024 Wallace Advisory Group LLC8,308$600K0.4%+11.3%0.000%
8/16/2024Sunbelt Securities Inc.13,832$998K0.1%-3.9%0.000%
8/16/2024NewEdge Advisors LLC81,982$5.92M0.0%+131.4%0.003%
8/16/2024Northwestern Mutual Wealth Management Co.234,634$16.94M0.0%+0.3%0.007%
8/16/2024Magnolia Capital Advisors LLC3,891$281K0.0%N/A0.000%
8/16/2024Creative Planning292,587$21.12M0.0%+11.3%0.009%
8/16/2024MidWestOne Financial Group Inc.13,595$981K0.2%+25.3%0.000%
8/16/2024Susquehanna International Securities Ltd.14,136$1.02M0.2%-56.2%0.000%
8/16/2024Kathmere Capital Management LLC4,639$335K0.0%+28.7%0.000%
8/16/2024Texas Capital Bancshares Inc TX4,437$320K0.1%-25.2%0.000%
8/15/2024Arkos Global Advisors11,011$795K0.1%-13.0%0.000%
8/15/2024Oliver Lagore Vanvalin Investment Group848$61K0.0%+251.9%0.000%
8/15/2024Susquehanna International Group Ltd.11,061$798K0.2%-82.7%0.000%
8/15/2024Beaird Harris Wealth Management LLC715$52K0.0%+81.5%0.000%
8/15/2024Mackenzie Financial Corp1,447,379$104.47M0.2%-8.0%0.046%
8/15/2024The Manufacturers Life Insurance Company 17,165$1.24M0.0%+2.0%0.001%
8/15/2024Daymark Wealth Partners LLC21,002$1.52M0.1%+574.9%0.001%
8/15/2024Earnest Partners LLC33,588$2.42M0.0%-6.8%0.001%
8/15/2024Empyrean Capital Partners LP2,100,000$151.58M8.9%N/A0.067%
8/15/2024AQR Capital Management LLC21,701$1.57M0.0%+42.7%0.001%
8/15/2024AlTi Global Inc.7,120$514K0.0%+3.4%0.000%
8/15/2024Merewether Investment Management LP1,095,764$79.09M4.0%-3.0%0.035%
8/15/2024Toronto Dominion Bank13,543$978K0.0%-1.6%0.000%
8/14/2024Cubist Systematic Strategies LLC96,362$6.96M0.0%+74.8%0.003%
8/14/2024Insigneo Advisory Services LLC23,305$1.63M0.2%-38.7%0.001%
8/14/2024Marshall Wace LLP152,146$10.98M0.0%+147.8%0.005%
8/14/2024Davidson Kempner Capital Management LP205,333$14.82M0.3%-41.3%0.007%
8/14/2024Interval Partners LP84,931$6.13M0.1%N/A0.003%
8/14/2024Bank of Montreal Can1,295,389$93.54M0.0%+53.6%0.041%
8/14/2024Evergreen Capital Management LLC212,423$15.33M0.6%+0.1%0.007%
8/14/2024Altshuler Shaham Ltd32,000$2.31M0.1%-22.9%0.001%
8/14/2024Continental Advisors LLC36,520$2.64M1.2%-9.9%0.001%
8/14/2024DRW Securities LLC39,000$2.82M0.1%N/A0.001%
8/14/2024Edge Capital Group LLC124,542$8.99M0.4%+2.5%0.004%
8/14/2024Fairscale Capital LLC450$33K0.0%N/A0.000%
8/14/2024Gabelli Funds LLC414,100$29.89M0.2%-0.1%0.013%
8/14/2024Itau Unibanco Holding S.A.966$70K0.0%N/A0.000%
8/14/2024Fidelis Capital Partners LLC16,627$1.18M0.1%+34.0%0.001%
8/14/20241832 Asset Management L.P.705,771$50.94M0.0%+184.1%0.022%
Worker Strikes: Are You Prepared for What’s Coming? (Ad)

Worker Strikes: Are You Prepared for What's Coming? The rapid advancement of artificial intelligence and automation is reshaping industries and posing threats to jobs, pushing America's financial system to its limits.

Click here to prepare.
8/14/2024Mount Yale Investment Advisors LLC32,512$2.35M0.2%+154.2%0.001%
8/14/2024Frank Rimerman Advisors LLC45,118$3.26M0.2%N/A0.001%
8/14/2024Profund Advisors LLC14,397$1.04M0.0%+3.0%0.000%
8/13/2024Hancock Whitney Corp8,466$611K0.0%-1.9%0.000%
8/13/2024Beddow Capital Management Inc.61,061$4.41M1.9%+0.3%0.002%
8/13/2024Kayne Anderson Rudnick Investment Management LLC10,030$724K0.0%-2.3%0.000%
8/13/2024Huber Capital Management LLC357,689$25.82M5.9%-4.2%0.011%
8/13/2024Bulltick Wealth Management LLC81,585$5.89M1.5%-22.9%0.003%
8/13/2024Summit Trail Advisors LLC8,709$629K0.0%+122.3%0.000%
8/13/2024Thrivent Financial for Lutherans711,854$51.38M0.1%-0.8%0.023%
(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, 1,299 institutional investors and hedge funds held shares of Shell. The most heavily invested institutionals were FMR LLC ($1.87B), Dimensional Fund Advisors LP ($1.64B), Fisher Asset Management LLC ($1.50B), 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 1,067 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), Pale Fire Capital SE ($5.43M), Dimensional Fund Advisors LP ($4.60M), Envestnet Asset Management Inc. ($4.02M), Bank of New York Mellon Corp ($3.62M), and Fisher Asset Management LLC ($2.56M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 97,882,337 shares in the last 24 months. This purchase volume represents approximately $5.93B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 792 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), Lord Abbett & CO. LLC ($1.50M), Pendal Group Ltd ($1.09M), and Bank of Montreal Can ($1.08M).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 51,732,586 shares in the last 24 months. This volume of shares sold represents approximately $3.16B in transactions.


Related Companies:

This page (NYSE:SHEL) was last updated on 10/9/2024 by MarketBeat.com Staff
From Our Partners
What Is the $7,882 Stimulus Payment 2024?
Biden’s government just announced a new government "stimulus program"... And it could hand you a payment fo...
Angel Publishing | Sponsored
Bigger Than Nvidia?
Bigger Than Nvidia? Wall Street legend has just uncovered one tiny Maryland company that could become the n...
InvestorPlace | Sponsored
Nvidia is Pivoting to Solve Big Tech’s $1 Trillion Problem
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction
Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… ...
Paradigm Press | Sponsored
Write this ticker symbol down…
A megatrend now poised to mint a brand-new wave of millionaires right here in America. And today, self-made...
StocksToTrade | Sponsored
24/7 Automated Profits in Crypto
What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...
Crypto Swap Profits | Sponsored
$20 = Ounce of Gold?
I've discovered a way to get exposure to MORE than an ounce of gold... for under $20. It's not bullion. It'...
Monument Traders Alliance | Sponsored
AI Expert Reveals New Pick
Your Financial Planner Won't Tell You About This Investment Strategy Silicon Valley insider Jeff Brown has ...
Brownstone Research | Sponsored