DaveManuel.com · Institutional Ownership · Who Owns It
SHELL PLC (SHEL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,544
Reporting holders
$30.5B
Reported value
3.3%
Calls
1.9%
Puts
-67
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $44.1M options CALL+PUT | 10,560,692 | 0.07% | 18q | +112.1%+$456.0M |
| MORGAN STANLEY | $835.8M | 10,779,129 | 0.04% | 18q | +11.4%+$85.7M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $762.6M | 9,835,553 | 0.08% | 18q | -6.9%-$56.9M |
| 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 incl. $247.6M options CALL+PUT | 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 incl. $7.8M options PUT | 3,869,875 | 0.05% | 18q | +2.7%+$8.0M |
| D. E. Shaw & Co., Inc. | $271.6M incl. $30.9M options CALL+PUT | 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 incl. $205.9M options CALL+PUT | 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 incl. $218.8M options CALL+PUT | 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 incl. $62.0M options CALL+PUT | 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 incl. $164.4M options CALL+PUT | 95,927 | 0.01% | 18q | -11.1%-$21.5M |
| WELLS FARGO & COMPANY/MN | $167.3M | 2,158,127 | 0.03% | 18q | -4.1%-$7.2M |
| First Eagle Investment Management, LLC | $166.4M | 2,146,530 | 0.14% | 18q | +103.1%+$84.5M |
| 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 incl. $5.4M options CALL | 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 incl. $8.0M options CALL | 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 incl. $35.1M options CALL+PUT | 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 |
| LORD, ABBETT & CO. LLC | $83.1M | 1,071,813 | 0.24% | 18q | -3.7%-$3.2M |
| 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 CALL+PUT | options only | 0.10% | 18q | OPTIONS |
| LPL Financial LLC | $72.2M | 931,658 | 0.02% | 17q | +2.8%+$2.0M |
| NATIXIS ADVISORS, LLC | $67.6M | 871,926 | 0.08% | 18q | HELD |
| CAPITAL FUND MANAGEMENT S.A. | $66.8M incl. $34.2M options CALL+PUT | 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 incl. $36.9M options CALL+PUT | 349,307 | 0.02% | 18q | +1.2%+$763.6K |
| IMC-Chicago, LLC | $63.6M incl. $62.0M options CALL+PUT | 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 CALL+PUT | options only | 0.07% | 18q | OPTIONS |
| NEUBERGER BERMAN GROUP LLC | $55.6M incl. $2.9M options PUT | 680,466 | 0.04% | 18q | +12.4%+$6.1M |
| Russell Investments Group, Ltd. | $53.8M | 693,995 | 0.05% | 17q | -1.2%-$627.4K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $52.8M | 681,430 | 0.36% | 17q | +1.6%+$832.8K |
| AMERIPRISE FINANCIAL INC | $52.5M | 680,852 | 0.01% | 18q | HELD |
| 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 CALL+PUT | options only | 0.03% | 18q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $47.6M incl. $4.2M options CALL+PUT | 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 incl. $35.2M options CALL+PUT | 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 |
| Creative Planning | $40.5M | 522,270 | 0.02% | 18q | +14.6%+$5.2M |
| Walleye Capital LLC | $39.0M incl. $38.9M options CALL+PUT | 1,002 | 0.14% | 12q | HELD |
| Hiddenite Capital Partners LP | $38.8M CALL | 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 |
| ANCHOR CAPITAL ADVISORS LLC | $36.6M | 471,702 | 0.51% | 18q | +80.0%+$16.3M |
| Verition Fund Management LLC | $36.0M | 464,889 | 0.18% | 18q | -12.1%-$5.0M |
| Cerity Partners LLC | $35.8M | 461,152 | 0.04% | 16q | +6.8%+$2.3M |
| Capricorn Fund Managers Ltd | $35.6M incl. $30.9K options CALL | 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 incl. $31.3M options CALL+PUT | 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 |
Showing the largest 100 of 1,545 reported holders. The count of 1,544 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
Q2 2026 in brief
In Q2 2026, 1,544 managers that file Form 13F reported holding Shell Plc (SHEL), $30.5B in all. 109 managers opened a position and 176 sold out completely, against 1,611 holders the quarter before. Largest holders: Fmr Llc, Fisher Asset Management, Llc and Dimensional Fund Advisors Lp. Largest new positions: Renaissance Technologies Llc ($209.0M), Holocene Advisors, Lp ($204.2M) and Voloridge Investment Management, Llc ($44.9M).
Q2 2026 is the latest quarter whose 13F deadline has passed. A 13F shows long US stock positions at quarter end, filed up to 45 days later; an adviser and a sub-adviser can both report the same shares.
Tender offers and delisting
Schedules TO, 13E-3 and 14D-9 and Form 25 filed in the last 180 days. Price a share is read from the filing itself where it states one plainly; a marker means we found no figure we could stand behind, and the reason is on it.
| Filed | What | Filed by | Price a share | Source |
|---|---|---|---|---|
| 2026-09-14 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
| 2026-05-11 | Delisting notice from the exchange | NEW YORK STOCK EXCHANGE LLC | - | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 663 | $1.4B | 14,412,280 | 100 | 194 | 170 | 0.0% |
| Q2 2026 | 1,544 | $30.5B | 372,660,228 | 95 | 504 | 506 | 5.2% |
| Q1 2026 | 1,611 | $36.6B | 371,298,294 | 227 | 468 | 492 | 5.8% |
| Q4 2025 | 1,473 | $28.0B | 362,185,351 | 91 | 459 | 439 | 5.0% |
| Q3 2025 | 1,407 | $27.6B | 364,356,442 | 90 | 441 | 457 | 5.5% |
| Q2 2025 | 1,412 | $28.6B | 383,190,843 | 88 | 444 | 459 | 5.6% |
| Q1 2025 | 1,431 | $30.0B | 389,360,888 | 145 | 435 | 433 | 5.1% |
| Q4 2024 | 1,387 | $25.2B | 381,890,664 | 69 | 379 | 497 | 5.0% |
| Q3 2024 | 1,360 | $25.4B | 363,168,849 | 77 | 422 | 449 | 5.6% |
| Q2 2024 | 1,396 | $27.4B | 371,447,325 | 109 | 457 | 421 | 5.1% |
| Q1 2024 | 1,358 | $25.3B | 361,487,057 | 103 | 446 | 423 | 4.3% |
| Q4 2023 | 1,331 | $23.9B | 343,000,704 | 87 | 363 | 490 | 5.9% |
| Q3 2023 | 1,279 | $22.5B | 330,027,594 | 117 | 417 | 371 | 5.7% |
| Q2 2023 | 1,217 | $20.1B | 317,694,741 | 81 | 367 | 392 | 6.4% |
| Q1 2023 | 1,203 | $20.3B | 334,956,277 | 107 | 375 | 362 | 7.3% |
| Q4 2022 | 1,196 | $18.0B | 298,387,804 | 122 | 325 | 411 | 7.6% |
| Q3 2022 | 1,096 | $88.2B | 1,759,532,838 | 77 | 349 | 346 | 1.1% |
| Q2 2022 | 1,122 | $83.1B | 1,577,275,085 | 222 | 324 | 309 | 1.0% |
| Q1 2022 | 984 | $37.3B | 664,042,070 | 969 | 3 | 3 | 2.9% |
| Q4 2021 | 16 | $936.7M | 8,649,353 | 5 | 0 | 1 | 59.9% |
| Q3 2021 | 10 | $524.3M | 3,770,124 | 0 | 0 | 0 | 67.8% |
| Q2 2021 | 10 | $400.6M | 3,770,024 | 3 | 0 | 0 | 61.7% |
| Q1 2021 | 10 | $333.8M | 3,770,024 | 4 | 0 | 0 | 55.4% |
| Q4 2020 | 7 | $184.9M | 3,770,000 | 0 | 0 | 2 | 28.4% |
| Q3 2020 | 8 | $136.5M | 3,883,000 | 1 | 1 | 1 | 29.2% |
| Q2 2020 | 9 | $185.6M | 3,938,037 | 0 | 1 | 3 | 30.6% |
| Q1 2020 | 8 | $164.7M | 3,252,225 | 2 | 1 | 1 | 31.1% |
| Q4 2019 | 9 | $533.0M | 8,230,025 | 1 | 0 | 0 | 8.9% |
| Q3 2019 | 7 | $227.2M | 2,954,025 | 2 | 0 | 0 | 23.5% |
| Q2 2019 | 6 | $232.9M | 2,954,025 | 0 | 0 | 0 | 17.5% |
| Q1 2019 | 6 | $236.3M | 2,954,025 | 0 | 0 | 2 | 21.8% |
| Q4 2018 | 7 | $228.3M | 3,026,475 | 0 | 0 | 0 | 22.8% |