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SHEL Institutional Ownership & 13F Holders | SmartMoneyDB

SHELSHELL PLC

SPON ADS · CUSIP 780259305

Smart Money Ownership

Of the 16 tracked institutions holding SHEL, 11 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +3.6pt. It's a gauge of who owns the name, not just how many.

$210.8M · 0.1% of book

Capital Research Global Investors

$68.8M

SHEL (SHELL PLC) Institutional Ownership Summary

Among the 16 tracked institutional investors we monitor, SHEL (SHELL PLC) is held with a combined value of $14.15B across 152,129,694 shares. The largest holder is FMR LLC with a position worth $9.08B (0.48% of their portfolio). 8 funds increased their holdings. 7 funds reduced their position.

Total Institutional Value

$14.15B

Total Shares Held

152,129,694

Institutional Holders

% of Shares Outstanding

2.7%

of 5.69B shares · SEC 2025-12-31

Days to Cover

4.6-6.1%

27.76M shares short · FINRA 2026-07-15

Tracked 13F institutions hold 2.7% 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.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+1573% shares~$198.2M PRICE T ROWE ASSOCIATES INC /MD/+24% shares~$189.6M Fisher Asset Management, LLC+1% shares~$30.3M AQR CAPITAL MANAGEMENT LLC+90% shares~$7.4M MILLENNIUM MANAGEMENT LLC+9% shares~$3.8M

13F Institutional Holders

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FMR LLC

0.48% of book-0.8%

$9.08B

Fisher Asset Management, LLC

0.87% of book+1.2%

$2.56B

PRICE T ROWE ASSOCIATES INC /MD/

0.11% of book+23.9%

$982.91M

WELLINGTON MANAGEMENT GROUP LLP

0.15% of book+1572.6%

$210.78M

Capital Research Global Investors

0.01% of book-4.4%

$68.77M

MILLENNIUM MANAGEMENT LLC

0.02% of book+9.1%

$45.47M

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.07% of book+5.5%

$44.64M

Bridgewater Associates, LP

0.13% of book-68.9%

$29.03M

#	Fund	Value↓	Shares	Portfolio %	Change
1	FMR LLC	$9.08B	97,617,838	0.48%	-0.8%
2	Fisher Asset Management, LLC	$2.56B	27,474,710	0.87%	+1.2%
3	PRICE T ROWE ASSOCIATES INC /MD/	$982.91M	10,568,968	0.11%	+23.9%
4	WELLINGTON MANAGEMENT GROUP LLP	$591.79M	6,363,355	0.11%	-4.5%
5	BlackRock, Inc.	$500.25M	5,379,041	0.01%	-28.5%
6	CITADEL ADVISORS LLC	$210.78M	2,266,451	0.15%	+1572.6%
7	Capital Research Global Investors	$68.77M	739,485	0.01%	-4.4%
8	MILLENNIUM MANAGEMENT LLC	$45.47M	488,940	0.02%	+9.1%
9	ADAGE CAPITAL PARTNERS GP, L.L.C.	$44.64M	480,000	0.07%	+5.5%
10	Bridgewater Associates, LP	$29.03M	312,157	0.13%	-68.9%

Congress Trading

6 members · 14 disclosed trades in SHEL

Member	Type	Amount	Date
Lisa McClain	Sell	$1,001 - $15,000	Oct 14, 2025
Valerie Hoyle	Sell	$1,001 - $15,000	Sep 23, 2025
Lisa McClain	Buy	$1,001 - $15,000	Jun 9, 2025
Bruce Westerman	Sell	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most SHEL stock?

As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of SHEL with a position worth $9.08B, representing 0.48% of their portfolio. In total, 16 institutional investors hold SHEL with a combined value of $14.15B.

What percentage of SHEL is owned by institutional investors?

Institutional investors hold $14.15B worth of SHEL stock across 16 positions. The largest institutional holder is FMR LLC with $9.08B in holdings.

What is a 13F filing and why does it matter for SHEL?

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.

Track SHEL institutional moves

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