Shell (SHEL) Institutional Ownership

$72.64
-0.33 (-0.45%)
(As of 05/8/2024 ET)

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

Current
Institutional Ownership
Percentage
28.60%
Number of
Institutional Buyers
(last 12 months)
726
Total
Institutional Inflows
(last 12 months)
$4.04B
Number of
Institutional Sellers
(last 12 months)
574
Total
Institutional Outflows
(last 12 months)
$1.96B
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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
5/8/2024Cozad Asset Management Inc.7,581$508K0.1%+3.2%0.000%
5/8/2024Bleakley Financial Group LLC93,036$6.24M0.2%-1.0%0.003%
5/8/2024Great Diamond Partners LLC11,964$802K0.2%+2.1%0.000%
5/8/2024Avantax Advisory Services Inc.107,963$7.24M0.1%-4.3%0.003%
5/8/2024US Bancorp DE338,934$22.72M0.0%-18.5%0.011%
5/8/2024Hohimer Wealth Management LLC90,002$6.03M1.4%-2.2%0.003%
5/8/2024Russell Investments Group Ltd.746,367$50.04M0.1%+6.9%0.023%
5/8/2024QRG Capital Management Inc.187,266$12.55M0.2%+2.5%0.006%
5/8/2024New Republic Capital LLC6,389$428K0.3%-16.8%0.000%
5/8/2024Donoghue Forlines LLC15,386$1.03M0.3%-10.0%0.000%
5/7/2024Sfmg LLC3,183$213K0.0%N/A0.000%
5/7/2024Regency Capital Management Inc. DE105,774$7.09M4.3%+0.8%0.003%
5/7/2024WNY Asset Management LLC17,352$1.16M0.2%-4.0%0.001%
5/7/2024Sei Investments Co.298,732$20.03M0.0%+4.9%0.009%
5/7/2024Chilton Capital Management LLC24,187$1.62M0.1%+4.5%0.001%
5/7/2024Concurrent Investment Advisors LLC20,797$1.39M0.1%+7.1%0.001%
5/7/2024Keudell Morrison Wealth Management4,831$324K0.1%+18.5%0.000%
5/7/2024Atomi Financial Group Inc.21,840$1.46M0.1%+13.9%0.001%
5/7/2024Anchor Capital Advisors LLC283,397$19.00M0.5%-10.7%0.009%
5/7/2024Montag A & Associates Inc.31,501$2.11M0.1%-23.4%0.001%
5/7/2024Susquehanna International Securities Ltd.32,273$2.16M0.9%-28.7%0.001%
5/7/2024Keating Investment Counselors Inc.4,600$308K0.1%+6.7%0.000%
5/7/2024Susquehanna International Group Ltd.64,106$4.30M1.0%+41.1%0.002%
5/7/2024KCM Investment Advisors LLC5,714$383K0.0%N/A0.000%
5/7/2024Mondrian Investment Partners LTD2,187,872$146.68M2.1%+83.2%0.068%
5/7/2024Nvwm LLC12,853$862K0.2%+2.7%0.000%
5/7/2024Equity Investment Corp988,509$66.27M1.7%+7.8%0.031%
5/7/2024Nelson Capital Management LLC77,845$5.22M1.0%-2.6%0.002%
5/7/2024Oppenheimer Asset Management Inc.175,657$11.78M0.2%-5.7%0.005%
5/7/2024PFG Advisors4,255$285K0.0%+14.0%0.000%
5/7/2024Oppenheimer & Co. Inc.49,940$3.35M0.1%+6.2%0.002%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,054$272K0.0%-5.9%0.000%
5/7/2024Obermeyer Wood Investment Counsel Lllp17,822$1.20M0.1%+294.7%0.001%
5/7/2024 Hilltop National Bank17,331$1.16M0.4%N/A0.001%
5/7/2024 JCIC Asset Management Inc.45,504$3.05M1.3%+0.8%0.001%
5/7/2024 Retirement Planning Co of New England Inc.10,844$727K0.4%-5.2%0.000%
5/7/2024 SG Americas Securities LLC4,471$300K0.0%-98.7%0.000%
5/6/2024 Quantbot Technologies LP19,814$1.33M0.1%-61.2%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.48,343$3.24M0.0%-1.5%0.002%
5/6/2024 ORG Partners LLC2,872$195K0.4%N/A0.000%
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5/6/2024 Leuthold Group LLC113,672$7.62M0.9%-0.4%0.004%
5/6/2024 Gallacher Capital Management LLC8,459$567K0.3%+3.1%0.000%
5/6/2024 Mawer Investment Management Ltd.5,098,763$341.82M1.6%-4.3%0.158%
5/6/2024 Mitchell Capital Management Co.33,787$2.27M0.4%+4.3%0.001%
5/6/2024 John G Ullman & Associates Inc.10,900$731K0.1%+7.9%0.000%
5/6/2024 Grandfield & Dodd LLC255,330$17.12M1.1%-0.4%0.008%
5/4/2024 Howland Capital Management LLC19,100$1.28M0.1%-17.0%0.001%
5/4/2024 DAVENPORT & Co LLC239,308$16.04M0.1%-0.6%0.007%
5/4/2024 Lester Murray Antman dba SimplyRich26,743$1.79M0.6%+0.6%0.001%
5/3/2024 Signaturefd LLC53,416$3.58M0.1%+3.6%0.002%
5/3/2024 FDx Advisors Inc.4,537$304K0.0%-81.0%0.000%
5/3/2024 Catalina Capital Group LLC3,517$236K0.1%N/A0.000%
5/3/2024 Avidian Wealth Solutions LLC25,886$1.74M0.1%+10.5%0.001%
5/3/2024 Pzena Investment Management LLC3,893,439$261.02M0.9%-0.1%0.121%
5/3/2024 Callan Capital LLC3,891$261K0.0%-16.8%0.000%
5/3/2024 Coronation Fund Managers Ltd.14,133$947K0.0%-5.9%0.000%
5/3/2024 Rehmann Capital Advisory Group5,590$375K0.0%-3.3%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC1,834,891$123.01M0.4%0.0%0.057%
5/3/2024 United Community Bank3,315$222K0.1%+4.4%0.000%
5/3/2024 Nikko Asset Management Americas Inc.125,929$8.44M0.1%-6.3%0.004%
5/3/2024 Whittier Trust Co. of Nevada Inc.21,118$1.42M0.0%+10.3%0.001%
5/3/2024 Whittier Trust Co.19,250$1.29M0.0%+3.6%0.001%
5/2/2024 First Command Advisory Services Inc.1,283$86K0.0%+20.4%0.000%
5/2/2024 Financial Counselors Inc.24,543$1.65M0.0%-5.0%0.001%
5/2/2024 Jennison Associates LLC1,102,249$73.90M0.0%-2.3%0.034%
5/2/2024 FORA Capital LLC6,959$467K0.0%N/A0.000%
5/2/2024 Haverford Trust Co29,915$2.01M0.0%-1.9%0.001%
5/2/2024 Pittenger & Anderson Inc.48,895$3.28M0.1%+9.1%0.002%
5/2/2024 Fidelis Capital Partners LLC12,884$864K0.1%+119.0%0.000%
5/2/2024 Choreo LLC9,557$641K0.0%+9.7%0.000%
5/2/2024 Mckinley Capital Management LLC18,705$1.25M0.2%-17.9%0.001%
5/2/2024 Moloney Securities Asset Management LLC3,236$217K0.0%-7.9%0.000%
5/2/2024 Palisade Asset Management LLC3,921$263K0.0%-9.8%0.000%
5/2/2024 Schulhoff & Co. Inc.10,022$672K0.3%+1.9%0.000%
5/2/2024 PDS Planning Inc8,714$584K0.1%+2.0%0.000%
5/2/2024 Argent Advisors Inc.4,059$272K0.1%+10.3%0.000%
5/2/2024 Pullen Investment Management LLC7,185$482K0.4%N/A0.000%
5/1/2024 Resonant Capital Advisors LLC4,838$324K0.0%+18.0%0.000%
5/1/2024 Janney Capital Management LLC130,974$8.78M0.6%-3.9%0.004%
5/1/2024 Janney Montgomery Scott LLC144,885$9.71M0.0%+1.2%0.005%
5/1/2024 Blue Trust Inc.9,466$635K0.0%+7.2%0.000%
5/1/2024 Mirae Asset Global Investments Co. Ltd.116,199$7.79M0.0%+5.8%0.004%
5/1/2024 Horan Capital Advisors LLC.39,199$2.63M0.9%+1.7%0.001%
5/1/2024 Prosperity Consulting Group LLC34,200$2.29M0.3%N/A0.001%
5/1/2024 Mission Wealth Management LP19,195$1.29M0.0%-11.5%0.001%
5/1/2024 Wambolt & Associates LLC33,552$2.28M0.7%+60.1%0.001%
5/1/2024 Cantor Fitzgerald Investment Advisors L.P.336,058$22.53M1.7%-2.3%0.010%
5/1/2024 Sequoia Financial Advisors LLC34,848$2.34M0.0%-44.7%0.001%
5/1/2024 Diversify Advisory Services LLC6,156$418K0.0%N/A0.000%
4/30/2024 Cutter & CO Brokerage Inc.17,085$1.15M0.3%-5.2%0.001%
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4/30/2024 North Star Investment Management Corp.8,358$560K0.0%-7.1%0.000%
4/30/2024 Norden Group LLC10,015$671K0.0%+72.5%0.000%
4/30/2024 Van ECK Associates Corp989,538$66.34M0.1%+6.2%0.031%
4/30/2024 Fortis Group Advisors LLC492$33K0.0%-50.0%0.000%
4/30/2024 HB Wealth Management LLC29,807$2.00M0.0%-6.6%0.001%
4/30/2024 Mitchell Sinkler & Starr PA8,330$558K0.1%N/A0.000%
4/30/2024 Woodward Diversified Capital LLC3,829$257K0.2%-4.8%0.000%
4/30/2024 Joel Isaacson & Co. LLC4,817$323K0.0%+38.7%0.000%
4/30/2024 Arkadios Wealth Advisors17,648$1.18M0.1%+25.9%0.001%
4/30/2024 Caprock Group LLC11,410$765K0.0%-5.3%0.000%
(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, 1,311 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 Hotchkis & Wiley Capital Management LLC ($418.78M).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 1,161 institutional investors that purchased Shell stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($22.82M), Perpetual Ltd ($10.13M), FMR LLC ($7.19M), Bank of America Corp DE ($5.84M), Pale Fire Capital SE ($5.43M), Lord Abbett & CO. LLC ($4.88M), and Bank of New York Mellon Corp ($4.46M).

How much institutional buying is happening at Shell?

Institutional investors have bought a total of 169,226,591 shares in the last 24 months. This purchase volume represents approximately $9.66B in transactions.

Which Shell major shareholders have been selling company stock?

Of the 763 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 SG Americas Securities LLC ($1.23M).

How much institutional selling is happening at Shell?

Institutional investors have sold a total of 57,663,849 shares in the last 24 months. This volume of shares sold represents approximately $3.40B in transactions.


This page (NYSE:SHEL) was last updated on 5/9/2024 by MarketBeat.com Staff

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