SHELL PLC (SHEL)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,463
Reporting holders
$29.4B
Reported value
6.3%
Of shares outstanding
5.4%
Held as options
-62
Holder change
Institutions report 358,245,276 shares against 5,689,891,670 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (concept 2025-12-31).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $6.8B | 87,332,346 | 0.29% | 18q | -10.5%-$797.5M |
| Fisher Asset Management, LLC | $2.1B | 27,633,155 | 0.64% | 18q | +0.6%+$12.3M |
| DIMENSIONAL FUND ADVISORS LP | $2.0B | 25,363,810 | 0.36% | 18q | +2.7%+$52.2M |
| GOLDMAN SACHS GROUP INC | $862.9M | 10,560,692 | 0.07% | 18q | +112.1%+$456.0M |
| MORGAN STANLEY | $835.8M | 10,779,129 | 0.04% | 18q | +11.4%+$85.7M |
| Orbis Allan Gray Ltd | $686.0M | 8,847,436 | 2.36% | 18q | +115.1%+$367.1M |
| Mawer Investment Management Ltd. | $621.4M | 8,013,792 | 4.22% | 16q | +12.5%+$69.3M |
| BANK OF AMERICA CORP /DE/ | $597.8M | 7,709,715 | 0.04% | 18q | +1.9%+$11.4M |
| CITADEL ADVISORS LLC | $549.2M | 3,886,862 | 0.06% | 18q | +71.5%+$229.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $521.6M | 6,727,122 | 0.23% | 2q | -6.5%-$36.4M |
| FRANKLIN RESOURCES INC | $519.3M | 6,697,185 | 0.11% | 18q | -8.5%-$48.5M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $480.7M | 6,199,706 | 1.40% | 18q | +0.9%+$4.1M |
| WELLINGTON MANAGEMENT GROUP LLP | $444.5M | 5,732,160 | 0.08% | 18q | -9.9%-$48.9M |
| BlackRock, Inc. | $421.6M | 5,437,144 | 0.01% | 8q | +1.1%+$4.5M |
| WGI DM, LLC | $318.4M | 4,106,198 | 27.55% | 6q | -3.3%-$11.0M |
| ROYAL BANK OF CANADA | $307.8M | 3,869,875 | 0.05% | 18q | +2.7%+$8.0M |
| D. E. Shaw & Co., Inc. | $271.6M | 3,105,170 | 0.13% | 16q | +11.7%+$28.4M |
| JENNISON ASSOCIATES LLC | $256.4M | 3,306,805 | 0.15% | 18q | -4.0%-$10.7M |
| Optiver Holding B.V. | $251.9M | 592,960 | 0.07% | 18q | +255.1%+$181.0M |
| NORTHERN TRUST CORP | $246.6M | 3,180,213 | 0.03% | 18q | -4.3%-$11.1M |
| Harding Loevner LP | $237.4M | 2,810,624 | 2.23% | 18q | -1.9%-$4.6M |
| JANE STREET GROUP, LLC | $225.4M | 85,592 | 0.02% | 18q | -78.0%-$798.4M |
| Rockefeller Capital Management L.P. | $214.8M | 2,769,712 | 0.33% | 18q | -1.7%-$3.7M |
| RENAISSANCE TECHNOLOGIES LLC | $209.0M | 2,695,452 | 0.29% | new | NEW |
| Holocene Advisors, LP | $204.2M | 2,633,066 | 0.46% | new | NEW |
| PZENA INVESTMENT MANAGEMENT LLC | $200.1M | 2,581,244 | 0.59% | 18q | -19.2%-$47.7M |
| Standard Investments LLC | $190.0M | 2,450,000 | 9.84% | 18q | HELD |
| TORONTO DOMINION BANK | $189.8M | 2,448,386 | 0.22% | 18q | +17237.4%+$188.8M |
| UBS Group AG | $189.8M | 1,648,969 | 0.02% | 18q | -13.7%-$30.2M |
| ENVESTNET ASSET MANAGEMENT INC | $182.4M | 2,352,694 | 0.04% | 18q | +7.9%+$13.3M |
| AMERICAN CENTURY COMPANIES INC | $178.3M | 2,299,213 | 0.08% | 18q | +18.2%+$27.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $171.9M | 95,927 | 0.01% | 18q | -11.1%-$21.5M |
| WELLS FARGO & COMPANY/MN | $167.3M | 2,158,127 | 0.03% | 18q | -52.1%-$181.7M |
| BRANDES INVESTMENT PARTNERS, LP | $165.0M | 2,127,279 | 1.16% | 18q | -22.7%-$48.5M |
| BANK OF MONTREAL /CAN/ | $162.4M | 2,093,979 | 0.05% | 18q | -45.8%-$137.1M |
| VICTORY CAPITAL MANAGEMENT INC | $158.2M | 2,039,770 | 0.09% | 5q | -29.3%-$65.5M |
| JPMORGAN CHASE & CO | $157.6M | 1,980,468 | 0.01% | 18q | -17.2%-$32.8M |
| STIFEL FINANCIAL CORP | $147.1M | 1,897,604 | 0.12% | 18q | +1.4%+$2.1M |
| Nuveen, LLC | $144.6M | 1,865,266 | 0.03% | 6q | +28.8%+$32.4M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $144.1M | 1,858,028 | 0.10% | 18q | HELD |
| RAYMOND JAMES FINANCIAL INC | $135.7M | 1,749,938 | 0.04% | 7q | +2.3%+$3.0M |
| Chevy Chase Trust Holdings, LLC | $126.4M | 1,630,273 | 0.33% | 18q | -2.4%-$3.1M |
| MILFORD FUNDS LTD | $126.4M | 1,629,520 | 2.06% | 3q | -26.2%-$45.0M |
| Mondrian Investment Partners LTD | $125.4M | 1,617,230 | 1.93% | 17q | HELD |
| Bridgewater Associates, LP | $118.3M | 1,526,163 | 0.49% | 8q | +388.9%+$94.1M |
| MACKENZIE FINANCIAL CORP | $117.1M | 1,510,268 | 0.12% | 17q | +19.2%+$18.9M |
| LMR Partners LLP | $99.5M | 1,283,528 | 0.37% | 6q | +224.1%+$68.8M |
| CIBC Bancorp USA Inc. | $96.2M | 1,137,547 | 0.12% | 2q | -17.1%-$19.9M |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $89.7M | 1,157,279 | 0.59% | 18q | -2.1%-$2.0M |
| Point72 Asset Management, L.P. | $87.6M | 676,603 | 0.10% | 18q | HELD |
| Boston Partners | $85.8M | 1,105,930 | 0.08% | 18q | +32.4%+$21.0M |
| ALLIANCEBERNSTEIN L.P. | $85.5M | 919,396 | 0.03% | 18q | +3.5%+$2.9M |
| First Eagle Investment Management, LLC | $83.2M | 1,073,265 | 0.14% | 18q | +1.5%+$1.3M |
| EQUITY INVESTMENT CORP | $82.5M | 1,063,701 | 1.57% | 18q | -1.0%-$862.4K |
| TODD ASSET MANAGEMENT LLC | $80.9M | 1,043,948 | 1.44% | 18q | +0.8%+$616.3K |
| GROUP ONE TRADING LLC | $73.5M | options only | 0.10% | 18q | OPTIONS |
| LPL Financial LLC | $72.2M | 931,658 | 0.02% | 17q | +2.8%+$2.0M |
| Verition Fund Management LLC | $72.1M | 929,778 | 0.18% | 18q | +75.8%+$31.1M |
| CAPITAL FUND MANAGEMENT S.A. | $66.8M | 421,015 | 0.29% | 12q | +59.9%+$25.0M |
| Engineers Gate Manager LP | $65.2M | 840,770 | 0.85% | 10q | +300.7%+$48.9M |
| MILLENNIUM MANAGEMENT LLC | $64.0M | 349,307 | 0.02% | 18q | +1.2%+$763.6K |
| IMC-Chicago, LLC | $63.6M | 20,344 | 0.02% | 15q | HELD |
| Clark Capital Management Group, Inc. | $63.4M | 817,200 | 0.35% | 2q | +42.3%+$18.8M |
| JONES FINANCIAL COMPANIES LLLP | $59.4M | 776,654 | 0.02% | 17q | +5.2%+$2.9M |
| Capital Research Global Investors | $57.4M | 740,219 | 0.01% | 18q | HELD |
| Walleye Trading LLC | $57.2M | options only | 0.07% | 18q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $55.6M | 680,466 | 0.04% | 18q | +12.4%+$6.1M |
| Corient Private Wealth LP | $54.4M | 702,067 | 0.03% | 15q | +96.7%+$26.8M |
| Russell Investments Group, Ltd. | $53.8M | 693,995 | 0.05% | 17q | -1.2%-$627.4K |
| AMERIPRISE FINANCIAL INC | $52.5M | 680,852 | 0.01% | 18q | -50.2%-$53.0M |
| PNC Financial Services Group, Inc. | $52.1M | 671,714 | 0.03% | 18q | -9.3%-$5.3M |
| LAZARD ASSET MANAGEMENT LLC | $51.2M | 660,042 | 0.08% | 18q | -25.5%-$17.5M |
| American Assets Investment Management, LLC | $50.5M | 651,000 | 3.06% | 18q | HELD |
| Invesco Ltd. | $50.2M | 647,668 | 0.00% | 18q | -6.4%-$3.4M |
| VAN ECK ASSOCIATES CORP | $49.9M | 643,152 | 0.03% | 16q | +44.3%+$15.3M |
| SIMPLEX TRADING, LLC | $49.4M | options only | 0.03% | 18q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $47.6M | 560,008 | 0.03% | 18q | +89.4%+$22.5M |
| CIBC WORLD MARKET INC. | $45.4M | 586,039 | 0.07% | 18q | +66.3%+$18.1M |
| Bank of New York Mellon Corp | $45.4M | 585,869 | 0.01% | 18q | -0.6%-$281.9K |
| Empyrean Capital Partners, LP | $45.3M | 583,688 | 1.50% | 9q | -48.9%-$43.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $44.9M | 579,179 | 0.19% | new | NEW |
| Squarepoint Ops LLC | $42.1M | 89,858 | 0.05% | 16q | -39.6%-$27.6M |
| FIRST TRUST ADVISORS LP | $41.6M | 536,148 | 0.02% | 18q | +2.8%+$1.1M |
| Fayez Sarofim & Co | $40.8M | 526,094 | 0.10% | 18q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $40.6M | 523,824 | 0.01% | 15q | +14.1%+$5.0M |
| Sixth Street Partners Management Company, L.P. | $40.6M | 523,824 | 0.01% | new | NEW |
| Creative Planning | $40.5M | 522,270 | 0.02% | 18q | +14.6%+$5.2M |
| Walleye Capital LLC | $39.0M | 1,002 | 0.14% | 12q | HELD |
| Hiddenite Capital Partners LP | $38.8M | options only | 3.33% | new | OPTIONS |
| Energy Income Partners, LLC | $38.5M | 496,897 | 0.61% | 18q | -33.0%-$19.0M |
| PENN DAVIS MCFARLAND INC | $38.0M | 489,575 | 3.38% | 18q | -1.5%-$581.9K |
| Cerity Partners LLC | $35.8M | 461,152 | 0.04% | 16q | +6.8%+$2.3M |
| Capricorn Fund Managers Ltd | $35.6M | 459,200 | 2.81% | new | NEW |
| EVERETT HARRIS & CO /CA/ | $35.0M | 451,859 | 0.43% | 18q | +4.4%+$1.5M |
| Parallax Volatility Advisers, L.P. | $35.0M | 47,775 | 0.06% | 18q | +128.9%+$19.7M |
| Cullen Capital Management, LLC | $34.8M | 448,464 | 0.34% | 18q | +50.0%+$11.6M |
| Tidal Investments LLC | $34.6M | 445,750 | 0.06% | 18q | -71.1%-$85.0M |
| Thomasville National Bank | $33.6M | 433,623 | 1.85% | 17q | +3.9%+$1.3M |
| SAPIENT CAPITAL LLC | $32.6M | 420,528 | 0.21% | 11q | +97.5%+$16.1M |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $32.6M | 420,018 | 0.68% | 18q | +0.5%+$171.3K |
Showing the largest 100 of 1,533 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,463 | $29.4B | 358,245,276 | 90 | 502 | 467 | 5.4% |
| Q1 2026 | 1,525 | $35.4B | 357,518,828 | 223 | 447 | 456 | 6.1% |
| Q4 2025 | 1,389 | $26.7B | 345,395,433 | 87 | 443 | 407 | 5.2% |
| Q3 2025 | 1,325 | $26.2B | 346,675,852 | 86 | 421 | 422 | 5.5% |
| Q2 2025 | 1,322 | $27.4B | 366,816,859 | 84 | 420 | 427 | 5.6% |
| Q1 2025 | 1,339 | $28.8B | 372,998,719 | 134 | 416 | 402 | 5.1% |
| Q4 2024 | 1,293 | $24.0B | 364,098,740 | 61 | 357 | 462 | 5.1% |
| Q3 2024 | 1,261 | $24.1B | 344,347,391 | 71 | 401 | 409 | 5.7% |
| Q2 2024 | 1,288 | $25.7B | 349,728,218 | 96 | 436 | 380 | 5.1% |
| Q1 2024 | 1,246 | $23.6B | 337,757,772 | 100 | 418 | 377 | 4.3% |
| Q4 2023 | 1,210 | $21.8B | 311,152,976 | 80 | 332 | 445 | 6.1% |
| Q3 2023 | 1,149 | $20.0B | 291,050,944 | 109 | 385 | 324 | 6.2% |
| Q2 2023 | 1,078 | $18.0B | 283,239,720 | 66 | 324 | 350 | 6.8% |
| Q1 2023 | 1,056 | $18.0B | 300,498,178 | 98 | 331 | 320 | 7.6% |
| Q4 2022 | 967 | $12.4B | 204,918,805 | 111 | 262 | 313 | 9.3% |
| Q3 2022 | 1,106 | $15.2B | 291,451,062 | 77 | 357 | 344 | 6.2% |
| Q2 2022 | 1,129 | $16.2B | 298,528,135 | 224 | 324 | 310 | 5.2% |
| Q1 2022 | 989 | $16.4B | 282,840,359 | 974 | 3 | 3 | 6.7% |
| Q4 2021 | 16 | $570.1M | 200,810 | 5 | 0 | 1 | 98.5% |
| Q3 2021 | 10 | $355.5M | 3,894 | 0 | 0 | 0 | 100.0% |
| Q2 2021 | 10 | $247.2M | 3,794 | 3 | 0 | 0 | 99.9% |
| Q1 2021 | 10 | $184.9M | 3,794 | 4 | 0 | 0 | 99.9% |
| Q4 2020 | 7 | $52.6M | 3,770 | 0 | 0 | 2 | 99.7% |
| Q3 2020 | 8 | $40.0M | 3,883 | 1 | 1 | 1 | 99.8% |
| Q2 2020 | 9 | $57.0M | 4,974 | 0 | 0 | 3 | 99.8% |
| Q1 2020 | 8 | $51.4M | 5,475 | 2 | 1 | 0 | 99.7% |
| Q4 2019 | 9 | $48.2M | 9,254 | 1 | 0 | 0 | 99.0% |
| Q3 2019 | 7 | $53.6M | 3,978 | 2 | 0 | 0 | 99.7% |
| Q2 2019 | 6 | $40.9M | 3,978 | 0 | 0 | 0 | 99.5% |
| Q1 2019 | 6 | $51.7M | 3,978 | 0 | 0 | 2 | 99.6% |
| Q4 2018 | 7 | $52.2M | 4,500 | 0 | 0 | 0 | 99.7% |