| 25.4M |
| $1.97B |
| +2.7% |
| 0.910% |
| 0.36% |
| 4 | GOLDMAN SACHS GROUP INC | 11.1M | $862.9M | +101.0% | 0.399% | 0.07% |
| 5 | MORGAN STANLEY | 10.8M | $835.8M | +11.4% | 0.387% | 0.04% |
| 6 | Orbis Allan Gray Ltd | 8.8M | $686.0M | +115.1% | 0.317% | 2.36% |
| 7 | Mawer Investment Management Ltd. | 8.0M | $621.4M | +12.6% | 0.287% | 4.22% |
| 8 | BANK OF AMERICA CORP /DE/ | 7.7M | $597.8M | +1.9% | 0.277% | 0.04% |
| 9 | CITADEL ADVISORS LLC | 7.1M | $549.2M | +21.3% | 0.254% | 0.03% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6.7M | $521.6M | -6.5% | 0.241% | 0.23% |
| 11 | FRANKLIN RESOURCES INC | 6.7M | $519.3M | -8.6% | 0.240% | 0.11% |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6.2M | $480.7M | +0.9% | 0.222% | 1.40% |
| 13 | WELLINGTON MANAGEMENT GROUP LLP | 5.7M | $444.5M | -9.9% | 0.206% | 0.08% |
| 14 | BlackRock, Inc. | 5.4M | $421.6M | +1.1% | 0.195% | 0.01% |
| 15 | WGI DM, LLC | 4.1M | $318.4M | -3.3% | 0.147% | 27.55% |
| 16 | ROYAL BANK OF CANADA | 4.0M | $307.8M | -1.8% | 0.142% | 0.05% |
| 17 | D. E. Shaw & Co., Inc. | 3.5M | $271.6M | +17.4% | 0.126% | 0.13% |
| 18 | JENNISON ASSOCIATES LLC | 3.3M | $256.4M | -4.0% | 0.119% | 0.15% |
| 19 | NORTHERN TRUST CORP | 3.2M | $246.6M | -4.3% | 0.114% | 0.03% |
| 20 | HARDING LOEVNER LP | 2.8M | $237.4M | -1.9% | 0.101% | 2.23% |
| 21 | JANE STREET GROUP, LLC | 2.9M | $225.4M | +69.9% | 0.104% | 0.02% |
| 22 | Rockefeller Capital Management L.P. | 2.8M | $214.8M | -1.7% | 0.099% | 0.33% |
| 23 | RENAISSANCE TECHNOLOGIES LLC | 2.7M | $209.0M | — | 0.097% | 0.29% |
| 24 | Holocene Advisors, LP | 2.6M | $204.2M | — | 0.094% | 0.46% |
| 25 | PZENA INVESTMENT MANAGEMENT LLC | 2.6M | $200.1M | -19.3% | 0.093% | 0.59% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SHEL — a direct measure of their conviction.
| 14.00% |
| +0.65 pp |
| $27.29B |
| +23% |
| Q4 2024 | 1,327 | +1.5% | 13.35% | +0.74 pp | $22.21B | +1.2% |
| Q3 2024 | 1,307 | — | 12.61% | — | $21.94B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
89 institutions opened new positions in SHEL during Q2 2026, while 157 fully exited. 167 added to existing positions and 1,237 trimmed.
SHEL institutional ownership rose by 0.04 percentage points quarter-over-quarter, with a net change of -56 holders.
The top 10 institutions account for 54.1% of all reported 13F value in SHEL, and the top 25 account for 69.9%.
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