Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SHEL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | 97.6M | $9.08B | -0.8% | 3.463% | 0.49% |
| 2 | Fisher Asset Management, LLC | 27.5M | $2.56B | +1.2% | 0.975% | 0.87% |
| 3 | DIMENSIONAL FUND ADVISORS LP | 24.7M | $2.30B | +4.2% | 0.876% | 0.48% |
| 4 | MORGAN STANLEY | 9.7M | $899.7M | +1.3% | 0.343% | 0.05% |
| 5 | BANK OF AMERICA CORP /DE/ | 7.6M | $703.3M | -3.4% | 0.268% | 0.05% |
| 6 | FRANKLIN RESOURCES INC | 7.3M | $681.0M | +14.8% | 0.260% | 0.17% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7.2M | $669.3M | β | 0.255% | 0.36% |
| 8 | Mawer Investment Management Ltd. | 7.1M | $662.2M | -11.8% | 0.253% | 4.29% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 6.4M | $591.8M | -4.5% | 0.226% | 0.11% |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6.1M | $571.6M | -2.7% | 0.218% | 1.77% |
| 11 | GOLDMAN SACHS GROUP INC | 5.5M | $515.0M | -4.9% | 0.196% | 0.06% |
| 12 | BlackRock, Inc. | 5.4M | $500.3M | -28.5% | 0.191% | 0.01% |
| 13 | EAGLE CAPITAL MANAGEMENT LLC | 5.3M | $493.7M | -31.7% | 0.188% | 1.66% |
| 14 | WGI DM, LLC | 4.2M | $395.0M | -4.6% | 0.151% | 39.52% |
| 15 | Orbis Allan Gray Ltd | 4.1M | $382.6M | +178.6% | 0.146% | 1.61% |
| 16 | ROYAL BANK OF CANADA | 4.0M | $376.1M | +4.1% | 0.144% | 0.07% |
| 17 | BANK OF MONTREAL /CAN/ | 3.9M | $359.2M | +105.8% | 0.137% | 0.14% |
| 18 | JENNISON ASSOCIATES LLC | 3.4M | $320.3M | -4.7% | 0.122% | 0.22% |
| 19 | NORTHERN TRUST CORP | 3.3M | $309.1M | +1.7% | 0.118% | 0.04% |
| 20 | PZENA INVESTMENT MANAGEMENT LLC | 3.2M | $297.3M | -2.5% | 0.113% | 0.97% |
| 21 | D. E. Shaw & Co., Inc. | 3.0M | $277.5M | -57.1% | 0.106% | 0.26% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 2.9M | $268.2M | +67.4% | 0.102% | 0.17% |
| 23 | HARDING LOEVNER LP | 2.9M | $266.4M | -5.4% | 0.102% | 2.74% |
| 24 | Rockefeller Capital Management L.P. | 2.8M | $262.1M | +0.6% | 0.100% | 0.46% |
| 25 | UBS Group AG | 2.8M | $256.1M | +21.4% | 0.098% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in SHEL β a direct measure of their conviction.
Filings activity in SHEL during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new SHEL position in Q1 2026
Institutions that fully closed their SHEL position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,557 | +9.1% | 13.49% | +2.75 pp | $32.59B | +26% |
| Q4 2025 | 1,427 | +4.9% | 10.74% | +0.33 pp | $25.94B | +3.2% |
| Q3 2025 | 1,360 | 0.1% | 10.41% | 0.18 pp | $25.14B | 1.7% |
| Q2 2025 | 1,361 | 0.8% | 10.59% | 0.71 pp | $25.56B | 6.3% |
| Q1 2025 | 1,372 | +3.4% | 11.30% | +2.10 pp | $27.29B | +23% |
| Q4 2024 | 1,327 | +1.5% | 9.20% | +0.12 pp | $22.21B | +1.2% |
| Q3 2024 | 1,307 | 2.9% | 9.08% | 1.36 pp | $21.94B | 13% |
| Q2 2024 | 1,346 | β | 10.44% | β | $25.22B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SHEL stock.
Based on Q1 2026 13F filings, institutional ownership of Shell plc stands at 13.5%, held across 1,557 reporting institutions.
FMR LLC is the largest reported institutional holder of SHEL, with approximately 97,617,838 shares worth $9.08B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of SHEL, including Fisher Asset Management, LLC.
Our composite Smart Money Score for SHEL is 72 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
257 institutions opened new positions in SHEL during Q1 2026, while 127 fully exited. 1,164 added to existing positions and 131 trimmed.
SHEL institutional ownership rose by 2.75 percentage points quarter-over-quarter, with a net change of +130 holders.
The top 10 institutions account for 57.4% of all reported 13F value in SHEL, and the top 25 account for 73.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Shell plc (SHEL) Institutional Ownership