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Of the 17 tracked institutions holding SHEL, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +4.1pt. It's a gauge of who owns the name, not just how many.
Among the 17 tracked institutional investors we monitor, SHEL (SHELL PLC) is held with a combined value of $11.37B across 146,664,165 shares. The largest holder is FMR LLC with a position worth $6.77B (0.29% of their portfolio). 2 funds opened new positions in the most recent quarter. 8 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$11.37B
Total Shares Held
146,664,165
Institutional Holders
17
% of Shares Outstanding
2.6%
of 5.69B shares · SEC 2025-12-31
Days to Cover
4.2-12.0%
23.68M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 2.6% of SHEL's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2025-12-31), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $6.77B | 0.29% | -10.5% |
| 2 | Fisher Asset Management, LLC | $2.14B | 0.64% | +0.6% |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $762.65M | 0.08% | -6.9% |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | $444.47M | 0.08% | -9.9% |
| 5 | BlackRock, Inc. | $421.60M | 0.01% | +1.1% |
| 6 | CITADEL ADVISORS LLC | $301.56M | 0.17% | +71.5% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $209.01M | 0.29% | New |
| 8 | Bridgewater Associates, LP | $118.34M | 0.49% | +388.9% |
| 9 | Capital Research Global Investors | $57.40M | 0.01% | +0.1% |
| 10 | Point72 Asset Management, L.P. | $52.46M | 0.08% | New |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 14, 2025 |
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Lisa McClain | Buy | Jun 9, 2025 |
| Bruce Westerman | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of SHEL with a position worth $6.77B, representing 0.29% of their portfolio. In total, 17 institutional investors hold SHEL with a combined value of $11.37B.
In the most recent quarter, 2 funds opened a new position in SHEL. Additionally, 8 increased their holdings and 6 reduced their positions.
Institutional investors hold $11.37B worth of SHEL stock across 17 positions. The largest institutional holder is FMR LLC with $6.77B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SHEL, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SHEL positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 21, 2025 |
| Josh Gottheimer | Sell | Apr 9, 2025 |
| Bruce Westerman | Buy | Mar 3, 2025 |
| Josh Gottheimer | Buy | Jan 16, 2025 |
| Josh Gottheimer | Sell | Dec 16, 2024 |
Showing 8 of 14. STOCK Act disclosures lag up to 45 days.
Last Close
$95.60
2026-09-09
YTD
+26.7%
100% of 52-week range
