Shell Ownership 2024 | Who Owns Shell Now?
Institutional Ownership
10.89%
Insider Ownership
0.01%
Retail Ownership
89.11%
Institutional Holders
1.35K
Shell Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.93% | 0.29% | 62,043,596 | 14,243,937 | 29.80% | 4,478,306,733 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.75% | 0.75% | 24,023,336 | 611,162 | 2.61% | 1,734,004,502 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.71% | 0.43% | 22,722,317 | 96,549 | 0.43% | 1,640,082,002 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.47% | 4.05% | 15,140,877 | -741,296 | -4.67% | 1,092,868,502 | Jun 30, 2024 |
| MORGAN STANLEY | 0.35% | 0.06% | 11,139,188 | 1,148,827 | 11.50% | 804,026,714 | Jun 30, 2024 |
| ORBIS ALLAN GRAY LTD | 0.33% | 4.71% | 10,479,098 | 157,300 | 1.52% | 756,381,294 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.30% | 0.06% | 9,536,919 | -90,492 | -0.94% | 688,374,841 | Jun 30, 2024 |
| BLACKROCK INC. | 0.26% | 0.01% | 8,391,334 | -436,063 | -4.94% | 605,686,480 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.25% | 0.10% | 8,134,790 | -109,167 | -1.32% | 587,169,143 | Jun 30, 2024 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.22% | 1.77% | 7,049,951 | 175,746 | 2.56% | 508,865,463 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.20% | 0.06% | 6,589,069 | -126,009 | -1.88% | 475,600,000 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.18% | 0.13% | 5,917,308 | -361,931 | -5.76% | 427,111,265 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 0.17% | 22.12% | 5,480,000 | 355,000 | 6.93% | 395,546,400 | Jun 30, 2024 |
| MAWER INVESTMENT MANAGEMENT LTD. | 0.15% | 1.66% | 4,860,539 | -238,224 | -4.67% | 350,833,705 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.14% | 0.05% | 4,395,400 | 25,087 | 0.57% | 317,259,927 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.13% | 0.28% | 4,151,988 | -83,719 | -1.98% | 299,690,494 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.14% | 4,073,232 | -1,072,290 | -20.84% | 294,005,886 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.12% | 0.06% | 3,797,486 | 156,325 | 4.29% | 274,102,000 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 0.11% | 0.94% | 3,692,200 | -201,239 | -5.17% | 266,502,994 | Jun 30, 2024 |
| HARDING LOEVNER LP | 0.10% | 1.27% | 3,190,784 | 2,849,070 | 833.76% | 230,308,241 | Jun 30, 2024 |
Shell's largest institutional shareholder is FMR LLC, holding 1.93% of the company's total share outstanding, currently valued at $4.48B. The top 10 institutional shareholders own together 5.55% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| STANDARD INVESTMENTS LLC | 0.17% | 22.12% | 5,480,000 | 355,000 | 6.93% | 395,546,400 | Jun 30, 2024 |
| PALE FIRE CAPITAL SE | 0.07% | 18.00% | 2,212,003 | -429,089 | -16.25% | 159,662,377 | Jun 30, 2024 |
| WESTWOOD GLOBAL INVESTMENTS, LLC | 0.08% | 9.16% | 2,546,523 | 100,379 | 4.10% | 183,808,030 | Jun 30, 2024 |
| EMPYREAN CAPITAL PARTNERS, LP | 0.07% | 8.89% | 2,100,000 | 2,100,000 | 100.00% | 151,578,000 | Jun 30, 2024 |
| NEW AGE ALPHA ADVISORS, LLC | 0.01% | 7.80% | 198,300 | - | - | 14,313,000 | Jun 30, 2024 |
| HUBER CAPITAL MANAGEMENT LLC | 0.01% | 5.87% | 357,689 | -15,500 | -4.15% | 25,817,992 | Jun 30, 2024 |
| GEMSSTOCK LTD. | 0.01% | 5.72% | 248,424 | -2,500 | -1.00% | 17,931,244 | Jun 30, 2024 |
| PENN DAVIS MCFARLAND INC | 0.02% | 5.64% | 505,522 | -19,002 | -3.62% | 36,488,578 | Jun 30, 2024 |
| CROCODILE CAPITAL PARTNERS GMBH | 0.00% | 5.46% | 47,546 | -87,760 | -64.86% | 3,431,870 | Jun 30, 2024 |
| ORBIS ALLAN GRAY LTD | 0.33% | 4.71% | 10,479,098 | 157,300 | 1.52% | 756,381,294 | Jun 30, 2024 |
| MEREWETHER INVESTMENT MANAGEMENT, LP | 0.03% | 4.17% | 1,095,764 | -34,200 | -3.03% | 79,092,246 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.47% | 4.05% | 15,140,877 | -741,296 | -4.67% | 1,092,868,502 | Jun 30, 2024 |
| EASTOVER INVESTMENT ADVISORS LLC | 0.00% | 3.71% | 106,220 | 489 | 0.46% | 7,758,309 | Jun 30, 2024 |
| HEDGES ASSET MANAGEMENT LLC | 0.00% | 3.62% | 69,850 | -1,000 | -1.41% | 5,041,790 | Jun 30, 2024 |
| KEMPNER CAPITAL MANAGEMENT INC. | 0.00% | 3.29% | 86,050 | - | - | 6,211,000 | Jun 30, 2024 |
| STANSBERRY ASSET MANAGEMENT, LLC | 0.01% | 3.16% | 334,028 | -3,706 | -1.10% | 24,110,147 | Jun 30, 2024 |
| CUTLER CAPITAL MANAGEMENT, LLC | 0.00% | 3.07% | 108,861 | 603 | 0.56% | 7,857,610 | Jun 30, 2024 |
| AUGUSTINE ASSET MANAGEMENT INC | 0.00% | 2.95% | 105,789 | 666 | 0.63% | 7,635,874 | Jun 30, 2024 |
| ALLIED INVESTMENT ADVISORS, LLC | 0.01% | 2.90% | 171,102 | -328 | -0.19% | 12,350,142 | Jun 30, 2024 |
| BROOKMONT CAPITAL MANAGEMENT | 0.00% | 2.63% | 66,515 | -2,945 | -4.24% | 4,801,049 | Jun 30, 2024 |
The largest Shell shareholder by % of total assets is STANDARD INVESTMENTS LLC. The company owns 5.48M shares of Shell (SHEL), representing 22.12% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FMR LLC | 1.93% | 0.29% | 62,043,596 | 14,243,937 | 29.80% | 4,478,306,733 | Jun 30, 2024 |
| GQG PARTNERS LLC | 0.10% | 0.34% | 3,118,507 | 3,114,772 | 83394.16% | 225,093,842 | Jun 30, 2024 |
| HARDING LOEVNER LP | 0.10% | 1.27% | 3,190,784 | 2,849,070 | 833.76% | 230,308,241 | Jun 30, 2024 |
| EMPYREAN CAPITAL PARTNERS, LP | 0.07% | 8.89% | 2,100,000 | 2,100,000 | 100.00% | 151,578,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.35% | 0.06% | 11,139,188 | 1,148,827 | 11.50% | 804,026,714 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.05% | 0.46% | 1,715,681 | 1,005,658 | 141.64% | 123,837,855 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 0.05% | 0.08% | 1,698,247 | 673,624 | 65.74% | 122,579,413 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.02% | 0.13% | 680,800 | 670,600 | 6574.51% | 49,140,144 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.75% | 0.75% | 24,023,336 | 611,162 | 2.61% | 1,734,004,502 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.04% | 0.19% | 1,135,653 | 529,147 | 87.25% | 81,971,434 | Jun 30, 2024 |
| 1832 ASSET MANAGEMENT L.P. | 0.02% | 0.04% | 705,771 | 457,344 | 184.10% | 50,942,551 | Jun 30, 2024 |
| SKYE GLOBAL MANAGEMENT LP | 0.04% | 1.99% | 1,217,652 | 453,652 | 59.38% | 87,890,121 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.04% | 0.03% | 1,295,389 | 452,061 | 53.60% | 93,540,041 | Jun 30, 2024 |
| VAN ECK ASSOCIATES CORP | 0.04% | 0.14% | 1,390,488 | 400,950 | 40.52% | 100,365,000 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | 0.01% | 0.01% | 359,351 | 359,351 | 100.00% | 25,937,955 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 0.17% | 22.12% | 5,480,000 | 355,000 | 6.93% | 395,546,400 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.06% | 326,800 | 326,800 | 100.00% | 23,588,424 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | 0.01% | 402,900 | 267,200 | 196.90% | 29,081,322 | Jun 30, 2024 |
| 0.01% | 0.52% | 250,028 | 250,028 | 100.00% | 18,046,837 | Jun 30, 2024 | |
| FAYEZ SAROFIM & CO | 0.01% | 0.09% | 442,616 | 232,644 | 110.80% | 31,948,023 | Jun 30, 2024 |
As of Jun 30 2024, Shell's largest institutional buyer is FMR LLC. The company purchased 14.24M stocks of SHEL, valued at $4.48B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -1,616,408 | -100.00% | - | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.02% | 0.01% | 767,922 | -1,245,862 | -61.87% | 55,428,475 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.13% | 0.14% | 4,073,232 | -1,072,290 | -20.84% | 294,005,886 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.06% | 0.35% | 1,859,576 | -946,173 | -33.72% | 134,224,196 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.04% | 0.14% | 1,144,656 | -755,127 | -39.75% | 82,621,270 | Jun 30, 2024 |
| EAGLE CAPITAL MANAGEMENT LLC | 0.47% | 4.05% | 15,140,877 | -741,296 | -4.67% | 1,092,868,502 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.09% | 0.88% | 2,906,663 | -661,575 | -18.54% | 209,802,935 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.03% | 0.34% | 828,835 | -654,226 | -44.11% | 59,825,310 | Jun 30, 2024 |
| STANDARD INVESTMENTS LLC | 0.02% | 2.42% | 600,000 | -500,000 | -45.45% | 43,308,000 | Jun 30, 2024 |
| NAN SHAN LIFE INSURANCE CO., LTD. | 0.00% | 0.12% | 68,888 | -487,422 | -87.62% | 4,972,336 | Jun 30, 2024 |
| MONDRIAN INVESTMENT PARTNERS LTD | 0.05% | 1.92% | 1,707,857 | -480,015 | -21.94% | 125,049,289 | Jun 30, 2024 |
| BLACKROCK INC. | 0.26% | 0.01% | 8,391,334 | -436,063 | -4.94% | 605,686,480 | Jun 30, 2024 |
| PALE FIRE CAPITAL SE | 0.07% | 18.00% | 2,212,003 | -429,089 | -16.25% | 159,662,377 | Jun 30, 2024 |
| GOVERNORS LANE LP | - | - | - | -425,000 | -100.00% | - | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.18% | 0.13% | 5,917,308 | -361,931 | -5.76% | 427,111,265 | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -361,800 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -347,139 | -100.00% | - | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.01% | 0.02% | 261,669 | -293,667 | -52.88% | 18,887,000 | Jun 30, 2024 |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 0.10% | 0.63% | 3,078,991 | -289,676 | -8.60% | 222,226,356 | Jun 30, 2024 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 0.00% | 0.00% | 6,335 | -258,166 | -97.60% | 457,260 | Jun 30, 2024 |
As of Jun 30 2024, Shell's biggest institutional seller is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP. The company sold -1.62M shares of SHEL, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EMPYREAN CAPITAL PARTNERS, LP | 0.07% | 8.89% | 2,100,000 | 2,100,000 | 100.00% | 151,578,000 | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.01% | 0.06% | 326,800 | 326,800 | 100.00% | 23,588,424 | Jun 30, 2024 |
| 0.01% | 0.52% | 250,028 | 250,028 | 100.00% | 18,046,837 | Jun 30, 2024 | |
| RUFFER LLP | 0.01% | 0.68% | 220,000 | 220,000 | 100.00% | 15,882,900 | Jun 30, 2024 |
| GOVERNORS LANE LP | 0.01% | 1.25% | 207,000 | 207,000 | 100.00% | 14,941,260 | Jun 30, 2024 |
| UBS GROUP AG | 0.01% | 0.00% | 187,700 | 187,700 | 100.00% | 13,548,186 | Jun 30, 2024 |
| MANNING & NAPIER ADVISORS LLC | 0.01% | 0.15% | 186,937 | 186,937 | 100.00% | 13,493,112 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | 0.02% | 129,425 | 129,425 | 100.00% | 9,341,897 | Jun 30, 2024 |
| SHELTER INS RETIREMENT PLAN | 0.00% | 1.94% | 113,750 | 113,750 | 100.00% | 8,210,475 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.00% | 0.13% | 84,931 | 84,931 | 100.00% | 6,130,320 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | 0.00% | 0.08% | 74,527 | 74,527 | 100.00% | 5,379,359 | Jun 30, 2024 |
| SOLTIS INVESTMENT ADVISORS LLC | 0.00% | 0.48% | 62,561 | 62,561 | 100.00% | 4,515,687 | Jun 30, 2024 |
| 0.00% | 0.21% | 52,455 | 52,455 | 100.00% | 3,786,202 | Jun 30, 2024 | |
| MERITAGE PORTFOLIO MANAGEMENT | 0.00% | 0.22% | 48,742 | 48,742 | 100.00% | 3,518,000 | Jun 30, 2024 |
| FRANK, RIMERMAN ADVISORS LLC | 0.00% | 0.23% | 45,118 | 45,118 | 100.00% | 3,256,617 | Jun 30, 2024 |
| DRW SECURITIES, LLC | 0.00% | 0.11% | 39,000 | 39,000 | 100.00% | 2,815,917 | Jun 30, 2024 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 0.00% | 0.15% | 35,700 | 35,700 | 100.00% | 2,576,826 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.37% | 31,109 | 31,109 | 100.00% | 2,245,448 | Jun 30, 2024 |
| PRIVIUM FUND MANAGEMENT (UK) LTD | 0.00% | 0.68% | 23,856 | 23,856 | 100.00% | 1,742,442 | Jun 30, 2024 |
| FORESIGHT GLOBAL INVESTORS, INC. | 0.00% | 0.71% | 20,394 | 20,394 | 100.00% | 1,472,039 | Jun 30, 2024 |
| TORNO CAPITAL, LLC | 0.00% | 0.07% | 20,000 | 20,000 | 100.00% | 1,443,600 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.04% | 17,300 | 17,300 | 100.00% | 1,248,714 | Jun 30, 2024 |
| READYSTATE ASSET MANAGEMENT LP | 0.00% | 0.03% | 14,900 | 14,900 | 100.00% | 1,075,482 | Jun 30, 2024 |
| LEE DANNER & BASS INC | 0.00% | 0.08% | 13,556 | 13,556 | 100.00% | 978,000 | Jun 30, 2024 |
| GARRETT WEALTH ADVISORY GROUP, LLC | 0.00% | 0.35% | 13,215 | 13,215 | 100.00% | 953,868 | Jun 30, 2024 |
| TAIKA CAPITAL, LP | 0.00% | 0.60% | 10,470 | 10,470 | 100.00% | 755,725 | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 10,143 | 10,143 | 100.00% | 732,000 | Jun 30, 2024 |
| CORE WEALTH PARTNERS LLC | 0.00% | 0.45% | 9,050 | 9,050 | 100.00% | 653,229 | Jun 30, 2024 |
| 0.00% | 0.40% | 8,582 | 8,582 | 100.00% | 619,449 | Jun 30, 2024 | |
| AXIOM ADVISORY, LLC | 0.00% | 0.01% | 8,029 | 8,029 | 100.00% | 573,803 | Jun 30, 2024 |
| 0.00% | 0.23% | 8,005 | 8,005 | 100.00% | 577,801 | Jun 30, 2024 | |
| LEGACY ADVISORS, LLC | 0.00% | 0.06% | 7,115 | 7,115 | 100.00% | 513,561 | Jun 30, 2024 |
| WESTOVER CAPITAL ADVISORS, LLC | 0.00% | 0.13% | 7,000 | 7,000 | 100.00% | 505,260 | Jun 30, 2024 |
| BURKE & HERBERT BANK & TRUST CO | 0.00% | 0.12% | 6,910 | 6,910 | 100.00% | 498,763 | Jun 30, 2024 |
| 0.00% | 0.28% | 6,552 | 6,552 | 100.00% | 472,923 | Jun 30, 2024 | |
| AMG NATIONAL TRUST BANK | 0.00% | 0.01% | 6,402 | 6,402 | 100.00% | 462,097 | Jun 30, 2024 |
| HARDY REED LLC | 0.00% | 0.04% | 5,901 | 5,901 | 100.00% | 425,935 | Jun 30, 2024 |
| CFS INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.03% | 5,596 | 5,596 | 100.00% | 404,000 | Jun 30, 2024 |
| HOWARD CAPITAL MANAGEMENT INC. | 0.00% | 0.04% | 5,505 | 5,505 | 100.00% | 397,351 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.12% | 5,437 | 5,437 | 100.00% | 392,555 | Jun 30, 2024 |
| FIELDER CAPITAL GROUP LLC | 0.00% | 0.15% | 5,347 | 5,347 | 100.00% | 385,946 | Jun 30, 2024 |
| CORDATUS WEALTH MANAGEMENT LLC | 0.00% | 0.14% | 5,344 | 5,344 | 100.00% | 386,000 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 5,223 | 5,223 | 100.00% | 379,608 | Jun 30, 2024 |
| WINTRUST INVESTMENTS LLC | 0.00% | 0.03% | 4,637 | 4,637 | 100.00% | 335,000 | Jun 30, 2024 |
| BRAUN-BOSTICH & ASSOCIATES INC. | 0.00% | 0.23% | 4,232 | 4,232 | 100.00% | 305,466 | Jun 30, 2024 |
| JOURNEY STRATEGIC WEALTH LLC | 0.00% | 0.01% | 4,130 | 4,130 | 100.00% | 298,060 | Jun 30, 2024 |
| ADVISORS PREFERRED, LLC | 0.00% | 0.05% | 3,939 | 3,939 | 100.00% | 287,035 | Jun 30, 2024 |
| SARGENT INVESTMENT GROUP, LLC | 0.00% | 0.06% | 3,924 | 3,924 | 100.00% | 283,234 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.05% | 3,904 | 3,904 | 100.00% | 278,901 | Jun 30, 2024 |
| MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.09% | 3,891 | 3,891 | 100.00% | 280,852 | Jun 30, 2024 |
| ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.03% | 3,873 | 3,873 | 100.00% | 279,553 | Jun 30, 2024 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 3,854 | 3,854 | 100.00% | 278,186 | Jun 30, 2024 |
| EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.07% | 3,825 | 3,825 | 100.00% | 277,728 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 3,757 | 3,757 | 100.00% | 271,180 | Jun 30, 2024 |
| 0.00% | 0.03% | 3,610 | 3,610 | 100.00% | 252,664 | Jun 30, 2024 | |
| OLD PORT ADVISORS | 0.00% | 0.07% | 3,431 | 3,431 | 100.00% | 247,650 | Jun 30, 2024 |
| WERBA RUBIN PAPIER WEALTH MANAGEMENT | 0.00% | 0.07% | 3,428 | 3,428 | 100.00% | 247,433 | Jun 30, 2024 |
| CLARK CAPITAL MANAGEMENT GROUP, INC. | 0.00% | 0.00% | 3,427 | 3,427 | 100.00% | 247,361 | Jun 30, 2024 |
| GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.05% | 3,381 | 3,381 | 100.00% | 244,055 | Jun 30, 2024 |
| RIVERBRIDGE PARTNERS LLC | 0.00% | 0.00% | 3,365 | 3,365 | 100.00% | 242,886 | Jun 30, 2024 |
| KLINGMAN & ASSOCIATES, LLC | 0.00% | 0.02% | 3,264 | 3,264 | 100.00% | 235,596 | Jun 30, 2024 |
| BADGLEY PHELPS WEALTH MANAGERS, LLC | 0.00% | 0.01% | 3,187 | 3,187 | 100.00% | 230,038 | Jun 30, 2024 |
| RETIREMENT INVESTMENT ADVISORS, INC. | 0.00% | 0.03% | 3,130 | 3,130 | 100.00% | 225,923 | Jun 30, 2024 |
| WARTHER PRIVATE WEALTH, LLC | 0.00% | 0.09% | 3,099 | 3,099 | 100.00% | 223,686 | Jun 30, 2024 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 0.00% | 0.01% | 3,078 | 3,078 | 100.00% | 222,144 | Jun 30, 2024 |
| BIRCHCREEK WEALTH MANAGEMENT, LLC | 0.00% | 0.12% | 3,052 | 3,052 | 100.00% | 220,301 | Jun 30, 2024 |
| ZEGA FINANCIAL, LLC | 0.00% | 0.04% | 3,040 | 3,040 | 100.00% | 219,434 | Jun 30, 2024 |
| HUDOCK, INC. | 0.00% | 0.04% | 3,027 | 3,027 | 100.00% | 218,538 | Jun 30, 2024 |
| ADDISON CAPITAL CO | 0.00% | 0.09% | 3,023 | 3,023 | 100.00% | 218,229 | Jun 30, 2024 |
| WEDGEWOOD INVESTORS INC /PA/ | 0.00% | 0.26% | 3,000 | 3,000 | 100.00% | 216,540 | Jun 30, 2024 |
| RIVERSEDGE ADVISORS, LLC | 0.00% | 0.05% | 2,988 | 2,988 | 100.00% | 215,674 | Jun 30, 2024 |
| RPG FAMILY WEALTH ADVISORY, LLC | 0.00% | 0.07% | 2,978 | 2,978 | 100.00% | 214,952 | Jun 30, 2024 |
| MERIDIAN INVESTMENT COUNSEL INC. | 0.00% | 0.07% | 2,977 | 2,977 | 100.00% | 214,880 | Jun 30, 2024 |
| CHOICE WEALTH ADVISORS, LLC | 0.00% | 0.11% | 2,976 | 2,976 | 100.00% | 214,808 | Jun 30, 2024 |
| BUCKINGHAM STRATEGIC PARTNERS | 0.00% | 0.01% | 2,968 | 2,968 | 100.00% | 214,247 | Jun 30, 2024 |
| CLARO ADVISORS LLC | 0.00% | 0.03% | 2,967 | 2,967 | 100.00% | 214,159 | Jun 30, 2024 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 0.00% | 0.02% | 2,965 | 2,965 | 100.00% | 214,014 | Jun 30, 2024 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 0.00% | 0.02% | 2,962 | 2,962 | 100.00% | 213,802 | Jun 30, 2024 |
| NORTH RIDGE WEALTH ADVISORS, INC. | 0.00% | 0.16% | 2,952 | 2,952 | 100.00% | 213,076 | Jun 30, 2024 |
| ALTFEST L J & CO INC | 0.00% | 0.03% | 2,929 | 2,929 | 100.00% | 211,000 | Jun 30, 2024 |
| PLAN GROUP FINANCIAL, LLC | 0.00% | 0.13% | 2,901 | 2,901 | 100.00% | 209,375 | Jun 30, 2024 |
| VEERY CAPITAL, LLC | 0.00% | 0.08% | 2,873 | 2,873 | 100.00% | 207,373 | Jun 30, 2024 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 0.00% | 0.02% | 2,854 | 2,854 | 100.00% | 206,002 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.05% | 2,843 | 2,843 | 100.00% | 205,208 | Jun 30, 2024 |
| INTERCHANGE CAPITAL PARTNERS, LLC | 0.00% | 0.07% | 2,843 | 2,843 | 100.00% | 205,197 | Jun 30, 2024 |
| NORTHWEST BANCSHARES, INC. | 0.00% | 0.03% | 2,821 | 2,821 | 100.00% | 203,620 | Jun 30, 2024 |
| CMG GLOBAL HOLDINGS, LLC | 0.00% | 0.13% | 2,818 | 2,818 | 100.00% | 203,403 | Jun 30, 2024 |
| PETRA FINANCIAL ADVISORS INC | 0.00% | 0.14% | 2,772 | 2,772 | 100.00% | 200,083 | Jun 30, 2024 |
| NICOLET ADVISORY SERVICES, LLC | 0.00% | 0.02% | 2,760 | 2,760 | 100.00% | 201,271 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.04% | 1,846 | 1,846 | 100.00% | 133,000 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,684 | 1,684 | 100.00% | 121,551 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.03% | 1,281 | 1,281 | 100.00% | 92,463 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.06% | 1,075 | 1,075 | 100.00% | 77,528 | Jun 30, 2024 |
| BRIAUD FINANCIAL PLANNING, INC | - | 0.04% | 1,063 | 1,063 | 100.00% | 76,000 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.05% | 837 | 837 | 100.00% | 60,434 | Jun 30, 2024 |
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | - | 0.00% | 674 | 674 | 100.00% | 48,649,000 | Jun 30, 2024 |
| - | 0.01% | 500 | 500 | 100.00% | 36,090 | Jun 30, 2024 | |
| ENTRYPOINT CAPITAL, LLC | - | 0.05% | 478 | 478 | 100.00% | 34,502 | Jun 30, 2024 |
| - | 0.03% | 450 | 450 | 100.00% | 32,706 | Jun 30, 2024 | |
| TRIAD WEALTH PARTNERS, LLC | - | 0.02% | 436 | 436 | 100.00% | 31,470 | Jun 30, 2024 |
Shell's largest new institutional shareholder by number of shares is EMPYREAN CAPITAL PARTNERS, LP, purchased 2.10M shares, valued at $151.58M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -1,616,408 | -100.00% | - | Jun 30, 2024 |
| GOVERNORS LANE LP | - | - | - | -425,000 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -361,800 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -347,139 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -116,199 | -100.00% | - | Jun 30, 2024 |
| HIDDENITE CAPITAL PARTNERS LP | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
| COVALIS CAPITAL LLP | - | - | - | -98,313 | -100.00% | - | Jun 30, 2024 |
| HOHIMER WEALTH MANAGEMENT, LLC | - | - | - | -90,002 | -100.00% | - | Jun 30, 2024 |
| CARLSON CAPITAL L P | - | - | - | -85,000 | -100.00% | - | Jun 30, 2024 |
| MILLER HOWARD INVESTMENTS INC /NY | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| CSS LLC/IL | - | - | - | -39,900 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -37,441 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -34,096 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -29,800 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -22,145 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -15,699 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -14,788 | -100.00% | - | Jun 30, 2024 |
| RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -13,342 | -100.00% | - | Jun 30, 2024 |
| IRONSIDES ASSET ADVISORS, LLC | - | - | - | -11,845 | -100.00% | - | Jun 30, 2024 |
| GFG CAPITAL, LLC | - | - | - | -11,824 | -100.00% | - | Jun 30, 2024 |
| TEAM HEWINS, LLC | - | - | - | -11,709 | -100.00% | - | Jun 30, 2024 |
| ETF STORE, INC. | - | - | - | -11,642 | -100.00% | - | Jun 30, 2024 |
| EVOKE WEALTH, LLC | - | - | - | -11,605 | -100.00% | - | Jun 30, 2024 |
| RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | - | - | - | -10,844 | -100.00% | - | Jun 30, 2024 |
| NWAM LLC | - | - | - | -10,635 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -9,636 | -100.00% | - | Jun 30, 2024 |
| DYNASTY WEALTH MANAGEMENT, LLC | - | - | - | -9,546 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -9,435 | -100.00% | - | Jun 30, 2024 |
| STRATEGIC PLANNING GROUP, LLC | - | - | - | -9,232 | -100.00% | - | Jun 30, 2024 |
| MITCHELL SINKLER & STARR/PA | - | - | - | -8,330 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -8,000 | -100.00% | - | Jun 30, 2024 |
| FORA CAPITAL, LLC | - | - | - | -6,959 | -100.00% | - | Jun 30, 2024 |
| ALPHAQ ADVISORS LLC | - | - | - | -5,438 | -100.00% | - | Jun 30, 2024 |
| FDX ADVISORS, INC. | - | - | - | -4,537 | -100.00% | - | Jun 30, 2024 |
| SG AMERICAS SECURITIES, LLC | - | - | - | -4,471 | -100.00% | - | Jun 30, 2024 |
| SUTTON PLACE INVESTORS LLC | - | - | - | -4,262 | -100.00% | - | Jun 30, 2024 |
| FIRST CITIZENS BANK & TRUST CO | - | - | - | -4,116 | -100.00% | - | Jun 30, 2024 |
| GREEN SQUARE CAPITAL ADVISORS LLC | - | - | - | -4,111 | -100.00% | - | Jun 30, 2024 |
| JGP GLOBAL GESTAO DE RECURSOS LTDA. | - | - | - | -3,975 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -3,845 | -100.00% | - | Jun 30, 2024 |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | - | - | - | -3,746 | -100.00% | - | Jun 30, 2024 |
| MBE WEALTH MANAGEMENT, LLC | - | - | - | -3,679 | -100.00% | - | Jun 30, 2024 |
| FIERA CAPITAL CORP | - | - | - | -3,624 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -3,338 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -3,300 | -100.00% | - | Jun 30, 2024 |
| BELL & BROWN WEALTH ADVISORS, LLC | - | - | - | -3,151 | -100.00% | - | Jun 30, 2024 |
| SPROTT INC. | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
| SYMPHONY FINANCIAL, LTD. CO. | - | - | - | -3,075 | -100.00% | - | Jun 30, 2024 |
| XR SECURITIES LLC | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | - | - | - | -2,658 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -1,528 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -1,526 | -100.00% | - | Jun 30, 2024 |
| FERNWOOD INVESTMENT MANAGEMENT, LLC | - | - | - | -1,077 | -100.00% | - | Jun 30, 2024 |
| COREFIRST BANK & TRUST | - | - | - | -439 | -100.00% | - | Jun 30, 2024 |
| IMPACT PARTNERSHIP WEALTH, LLC | - | - | - | -250 | -100.00% | - | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | - | - | -207 | -100.00% | - | Jun 30, 2024 |
| TRUVESTMENTS CAPITAL LLC | - | - | - | -207 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC. | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| BAROMETER CAPITAL MANAGEMENT INC. | - | - | - | -149 | -100.00% | - | Jun 30, 2024 |
| TRUNORTH CAPITAL MANAGEMENT, LLC | - | - | - | -113 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL SYNERGIES WEALTH ADVISORS, INC. | - | - | - | -104 | -100.00% | - | Jun 30, 2024 |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | - | - | - | -79 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -45 | -100.00% | - | Jun 30, 2024 |
| RICHARD W. PAUL & ASSOCIATES, LLC | - | - | - | -22 | -100.00% | - | Jun 30, 2024 |
Shell's largest sold out institutional shareholder by shares sold is ARROWSTREET CAPITAL, LIMITED PARTNERSHIP, sold -1.62M shares, valued at -, as of undefined.
Shell Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BARRETT OPPORTUNITY FUND, INC. | 4.92% | 66,526 | - | - | Aug 31, 2023 |
| BlackRock Energy & Resources Trust | 3.87% | 659,110 | 24,700 | 3.89% | Mar 31, 2024 |
| BlackRock Resources & Commodities Strategy Trust | 1.42% | 1,040,175 | - | - | Mar 31, 2024 |
| PIONEER SERIES TRUST XI | 1.18% | 593,544 | - | - | Mar 28, 2024 |
| EIP INVESTMENT TRUST | 0.78% | 36,100 | -13,900 | -27.80% | Jan 31, 2024 |
| PIONEER SERIES TRUST XII | 0.78% | 565,022 | - | - | Feb 29, 2024 |
| PIONEER SERIES TRUST VIII | 0.75% | 226,580 | 11,009 | 5.11% | Feb 29, 2024 |
| Pioneer Series Trust III | 0.62% | 180,079 | - | - | Feb 29, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.59% | 108,530 | -700 | -0.64% | Feb 29, 2024 |
| Kayne Anderson Energy Infrastructure Fund, Inc. | 0.48% | 480,446 | 340,446 | 243.18% | Feb 29, 2024 |
| NUVEEN INVESTMENT TRUST | 0.38% | 213,586 | 46,391 | 27.75% | Mar 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.35% | 773,600 | 398,300 | 106.13% | Mar 31, 2024 |
| MSS Series Trust | 0.29% | 22,200 | -22,200 | -50.00% | Feb 29, 2024 |
| FIRST TRUST ENERGY INCOME & GROWTH FUND | 0.28% | 109,000 | -1,000 | -0.91% | Feb 29, 2024 |
| GAMCO Global Gold, Natural Resources & Income Trust | 0.21% | 278,000 | -3,500 | -1.24% | Dec 29, 2023 |
| LIBERTY ALL STAR EQUITY FUND | 0.17% | 134,846 | - | - | Dec 31, 2023 |
| CANTOR SELECT PORTFOLIOS TRUST | 0.10% | 22,250 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.09% | 1,681,000 | 135,500 | 8.77% | Feb 29, 2024 |
| SIT MUTUAL FUNDS INC | 0.09% | 34,705 | - | - | Mar 28, 2024 |
| GAMCO Natural Resources, Gold & Income Trust | 0.09% | 30,200 | -1,300 | -4.13% | Dec 29, 2023 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.06% | 494,700 | 99,200 | 25.08% | Mar 31, 2024 |
| GABELLI DIVIDEND & INCOME TRUST | 0.06% | 97,800 | - | - | Dec 29, 2023 |
| BNY Mellon Investment Funds V, Inc. | 0.05% | 39,331 | - | - | Jan 31, 2024 |
| GABELLI GLOBAL UTILITY & INCOME TRUST | 0.05% | 7,700 | - | - | Dec 29, 2023 |
| LEUTHOLD FUNDS INC | 0.04% | 75,282 | 73,185 | 3489.99% | Mar 31, 2024 |
| FIDELITY PURITAN TRUST | 0.04% | 1,958,207 | 943,797 | 93.04% | Feb 29, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.04% | 459,734 | -31,100 | -6.34% | Mar 31, 2024 |
| BNY MELLON VARIABLE INVESTMENT FUND | 0.03% | 8,279 | - | - | Mar 31, 2024 |
| NUVEEN INVESTMENT TRUST II | 0.03% | 52,013 | -1,647 | -3.07% | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.02% | 389,196 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.02% | 208,145 | - | - | Feb 29, 2024 |
| M FUND INC | 0.02% | 9,675 | - | - | Mar 31, 2024 |
| Pioneer Series Trust V | 0.02% | 207,055 | 493 | 0.24% | Feb 29, 2024 |
| GABELLI ASSET FUND | 0.02% | 5,700 | -100 | -1.72% | Dec 29, 2023 |
| BNY Mellon Investment Funds VI | 0.01% | 20,763 | 4,119 | 24.75% | Aug 31, 2023 |
| Cavanal Hill Funds | 0.01% | 30,044 | -48,000 | -61.50% | Feb 29, 2024 |
| BUFFALO FUNDS | 0.01% | 89,775 | 64,775 | 259.10% | Mar 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.01% | 144,457 | 19,300 | 15.42% | Feb 29, 2024 |
| Ultimus Managers Trust | 0.01% | 112,506 | -3,752 | -3.23% | Feb 29, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 587,000 | 72,400 | 14.07% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.01% | 281,780 | - | - | Mar 31, 2024 |
| Forethought Variable Insurance Trust | 0.01% | 35,002 | -2,361 | -6.32% | Mar 28, 2024 |
| Franklin Custodian Funds | 0.01% | 4,000,000 | - | - | Mar 31, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.01% | 65,000 | 45,000 | 225.00% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND | 0.01% | 160,625 | -6,675 | -3.99% | Mar 31, 2024 |
| Fidelity Central Investment Portfolios LLC | 0.01% | 384,400 | - | - | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 448 | -470 | -51.20% | Feb 29, 2024 |
| T. Rowe Price Balanced Fund, Inc. | 0.01% | 117,506 | 14,800 | 14.41% | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.01% | 697,737 | 53,053 | 8.23% | Feb 29, 2024 |
| FIDELITY ADVISOR SERIES I | 0.01% | 1,097,983 | 207,283 | 23.27% | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.01% | 94,835 | -7,810 | -7.61% | Mar 31, 2024 |
| Brinker Capital Destinations Trust | 0.01% | 344,781 | - | - | Feb 29, 2024 |
| Fidelity Rutland Square Trust II | 0.01% | 6,276,751 | 1,567,847 | 33.30% | Feb 29, 2024 |
| JAMES ADVANTAGE FUNDS | 0.00% | 10,600 | 10,600 | - | Dec 31, 2023 |
| TOUCHSTONE STRATEGIC TRUST | 0.00% | 309,279 | - | - | Mar 31, 2024 |
| Tidal ETF Trust | 0.00% | 62,882 | 2,661 | 4.42% | Mar 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.00% | 277,340 | 6,460 | 2.38% | Mar 31, 2024 |
| RYDEX VARIABLE TRUST | 0.00% | 4,409 | -2,658 | -37.61% | Dec 31, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 360,707 | 74,968 | 26.24% | Mar 28, 2024 |
| RYDEX SERIES FUNDS | 0.00% | 13,123 | 2,694 | 25.83% | Dec 31, 2023 |
| OHIO NATIONAL FUND INC | 0.00% | 59,863 | -3,296 | -5.22% | Mar 31, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 358,539 | -39,811 | -9.99% | Jan 31, 2024 |
| SEI Catholic Values Trust | 0.00% | 6,492 | 819 | 14.44% | Feb 29, 2024 |
| Segall Bryant & Hamill Trust | 0.00% | 44,026 | -11,000 | -19.99% | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.00% | 12,654 | 423 | 3.46% | Mar 31, 2024 |
| RBB FUND, INC. | 0.00% | 215,871 | -16,096 | -6.94% | Feb 29, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.00% | 2,000 | - | - | Feb 29, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 20,192 | -8,288 | -29.10% | Mar 28, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.00% | 3,392 | 350 | 11.51% | Mar 31, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.00% | 39,184 | - | - | Jan 31, 2024 |
| BNY MELLON FUNDS TRUST | 0.00% | 116,137 | 12,429 | 11.98% | Aug 31, 2023 |
| BRANDES INVESTMENT TRUST | 0.00% | 16,798 | - | - | Mar 28, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 127,545 | -2,170 | -1.67% | Mar 31, 2024 |
| MANNING & NAPIER FUND, INC. | 0.00% | 50,000 | - | - | Mar 28, 2024 |
| Capitol Series Trust | 0.00% | 10,651 | - | - | Jan 31, 2024 |
| ProFunds | 0.00% | 12,560 | -951 | -7.04% | Mar 31, 2024 |
| Nuveen Investment Trust V | 0.00% | 53,200 | - | - | Feb 29, 2024 |
| VanEck VIP Trust | 0.00% | 148,000 | -6,800 | -4.39% | Mar 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 1,023,865 | -124,200 | -10.82% | Mar 31, 2024 |
| Brighthouse Funds Trust II | 0.00% | 542,880 | 1,416 | 0.26% | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.00% | 15,192 | - | - | Mar 31, 2024 |
| SEASONS SERIES TRUST | 0.00% | 13,634 | 900 | 7.07% | Mar 31, 2024 |
| AB Active ETFs, Inc. | 0.00% | 8,556 | 3,822 | 80.74% | Feb 29, 2024 |
| VanEck Funds | 0.00% | 305,400 | -35,600 | -10.44% | Mar 31, 2024 |
| FIDELITY HASTINGS STREET TRUST | 0.00% | 2,978,610 | 1,102,800 | 58.79% | Mar 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 18,709 | -3,587 | -16.09% | Dec 31, 2023 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 98,031 | 75,571 | 336.47% | Feb 29, 2024 |
| CAPITAL WORLD GROWTH & INCOME FUND | 0.00% | 14,330 | -17 | -0.12% | Feb 29, 2024 |
| ADVANCED SERIES TRUST | 0.00% | 650,371 | 244,309 | 60.17% | Mar 28, 2024 |
| Voya PARTNERS INC | 0.00% | 14,568 | -562 | -3.71% | Mar 31, 2024 |
| JOHNSON MUTUAL FUNDS TRUST | 0.00% | 4,600 | - | - | Mar 31, 2024 |
| RUSSELL INVESTMENT FUNDS | 0.00% | 16,778 | -991 | -5.58% | Mar 31, 2024 |
| Amplify ETF Trust | 0.00% | 3,342 | -15,925 | -82.65% | Mar 31, 2024 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 26,616 | - | - | Jan 31, 2024 |
| BlackRock Capital Allocation Trust | 0.00% | 9,533 | - | - | Mar 31, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 22,400 | 1,200 | 5.66% | Jan 31, 2024 |
| Brighthouse Funds Trust I | 0.00% | 492,786 | -16,472 | -3.23% | Mar 31, 2024 |
| LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 144,382 | - | - | Mar 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 64,692 | -670 | -1.03% | Mar 31, 2024 |
| SEI INSTITUTIONAL MANAGED TRUST | 0.00% | 140,931 | -44,038 | -23.81% | Dec 31, 2023 |
Shell's largest mutual fund holder by % of total assets is "BARRETT OPPORTUNITY FUND, INC.", owning 66.53K shares, compromising 4.92% of its total assets.
Shell Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 1,353 | -0.81% |
| 31 Mar, 24 | 1,364 | 2.33% |
| 31 Dec, 23 | 1,333 | 3.17% |
| 30 Sep, 23 | 1,292 | 5.47% |
| 30 Jun, 23 | 1,225 | 0.99% |
| 31 Mar, 23 | 1,213 | 0.33% |
| 31 Dec, 22 | 1,209 | 7.47% |
| 30 Sep, 22 | 1,125 | -1.75% |
| 30 Jun, 22 | 1,145 | 12.92% |
| 31 Mar, 22 | 1,014 | 10040.00% |
| 31 Dec, 21 | 10 | 100.00% |
| 30 Sep, 21 | 5 | 25.00% |
| 30 Jun, 21 | 4 | - |
| 31 Mar, 21 | 4 | - |
| 31 Dec, 20 | 4 | - |
| 30 Sep, 20 | 4 | -20.00% |
| 30 Jun, 20 | 5 | 25.00% |
| 31 Mar, 20 | 4 | -20.00% |
| 31 Dec, 19 | 5 | 66.67% |
| 30 Sep, 19 | 3 | - |
| 30 Jun, 19 | 3 | - |
| 31 Mar, 19 | 3 | - |
| 31 Dec, 18 | 3 | - |
| 30 Sep, 18 | 3 | - |
| 30 Jun, 18 | 3 | 50.00% |
| 31 Mar, 18 | 2 | - |
| 31 Dec, 17 | 2 | - |
| 30 Sep, 17 | 2 | - |
| 30 Jun, 17 | 2 | - |
| 31 Mar, 17 | 2 | - |
| 31 Dec, 16 | 2 | - |
| 30 Sep, 16 | 2 | 100.00% |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 31 Mar, 87 | 1 | - |
As of 30 Jun 24, 1,353 institutions are holding Shell's shares, representing a decrease of -0.81% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 350,540,332 | 4.25% |
| 31 Mar, 24 | 336,265,217 | 2.48% |
| 31 Dec, 23 | 328,128,160 | 1.19% |
| 30 Sep, 23 | 324,281,644 | 3.65% |
| 30 Jun, 23 | 312,874,933 | 1.66% |
| 31 Mar, 23 | 307,774,026 | 8.22% |
| 31 Dec, 22 | 284,392,428 | -1.87% |
| 30 Sep, 22 | 289,801,610 | -3.70% |
| 30 Jun, 22 | 300,921,660 | 6.64% |
| 31 Mar, 22 | 282,196,907 | 148846.44% |
| 31 Dec, 21 | 189,462 | 4795.66% |
| 30 Sep, 21 | 3,870 | 2.65% |
| 30 Jun, 21 | 3,770 | - |
| 31 Mar, 21 | 3,770 | - |
| 31 Dec, 20 | 3,770 | -2.91% |
| 30 Sep, 20 | 3,883 | -4.10% |
| 30 Jun, 20 | 4,049 | -9.01% |
| 31 Mar, 20 | 4,450 | -45.92% |
| 31 Dec, 19 | 8,229 | 178.67% |
| 30 Sep, 19 | 2,953 | - |
| 30 Jun, 19 | 2,953 | - |
| 31 Mar, 19 | 2,953 | -2.38% |
| 31 Dec, 18 | 3,025 | - |
| 30 Sep, 18 | 3,025 | - |
| 30 Jun, 18 | 3,025 | 3.63% |
| 31 Mar, 18 | 2,919 | 7.36% |
| 31 Dec, 17 | 2,719 | 3.42% |
| 30 Sep, 17 | 2,629 | - |
| 30 Jun, 17 | 2,629 | - |
| 31 Mar, 17 | 2,629 | - |
| 31 Dec, 16 | 2,629 | -7.07% |
| 30 Sep, 16 | 2,829 | 88.98% |
| 30 Jun, 16 | 1,497 | -21.09% |
| 31 Mar, 16 | 1,897 | - |
| 30 Sep, 11 | 22,094 | - |
| 31 Mar, 87 | 4,322 | - |
Shell (SHEL) has 350.54M shares outstanding as of 30 Jun 24, up 4.25% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 10.89% | 9.98% |
| 31 Mar, 24 | 10.44% | 10.43% |
| 31 Dec, 23 | 10.01% | 10.58% |
| 30 Sep, 23 | 9.73% | 11.46% |
| 30 Jun, 23 | 9.21% | 11.64% |
| 31 Mar, 23 | 8.90% | 14.85% |
| 31 Dec, 22 | 7.74% | 12.20% |
| 30 Sep, 22 | 7.97% | 12.22% |
| 30 Jun, 22 | 8.07% | 14.65% |
| 31 Mar, 22 | 7.42% | 31031724.49% |
| 31 Dec, 21 | 0.00% | 49029800.00% |
| 30 Sep, 21 | 0.00% | 1028700.00% |
| 30 Jun, 21 | 0.00% | 999000.00% |
| 31 Mar, 21 | 0.00% | 1001700.00% |
| 31 Dec, 20 | 0.00% | 970000.00% |
| 30 Sep, 20 | 0.00% | 959100.00% |
| 30 Jun, 20 | 0.00% | 913400.00% |
| 31 Mar, 20 | 0.00% | 278650.00% |
| 31 Dec, 19 | 0.00% | 2772500.00% |
| 30 Sep, 19 | 0.00% | 1010400.00% |
| 30 Jun, 19 | 0.00% | 1006300.00% |
| 31 Mar, 19 | 0.00% | 991800.00% |
| 31 Dec, 18 | 0.00% | 1000900.00% |
| 30 Sep, 18 | 0.00% | 1002300.00% |
| 30 Jun, 18 | 0.00% | 1035700.00% |
| 31 Mar, 18 | 0.00% | 1069700.00% |
| 31 Dec, 17 | 0.00% | 1031100.00% |
| 30 Sep, 17 | 0.00% | 995600.00% |
| 30 Jun, 17 | 0.00% | 992900.00% |
| 31 Mar, 17 | 0.00% | 960600.00% |
| 31 Dec, 16 | 0.00% | 955500.00% |
| 30 Sep, 16 | 0.00% | - |
| 30 Jun, 16 | - | 707600.00% |
| 31 Mar, 16 | 0.00% | - |
| 30 Sep, 11 | 0.00% | - |
| 31 Mar, 87 | 0.00% | - |
As of 30 Jun 24, Shell is held by 10.89% institutional shareholders, representing a 9.98% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 604 | -0.33% |
| 31 Mar, 24 | 606 | 9.58% |
| 31 Dec, 23 | 553 | -7.21% |
| 30 Sep, 23 | 596 | 17.55% |
| 30 Jun, 23 | 507 | -4.34% |
| 31 Mar, 23 | 530 | - |
| 31 Dec, 22 | 530 | 10.19% |
| 30 Sep, 22 | 481 | -17.78% |
| 30 Jun, 22 | 585 | -40.00% |
| 31 Mar, 22 | 975 | 13828.57% |
| 31 Dec, 21 | 7 | 600.00% |
| 30 Sep, 21 | 1 | - |
| 30 Jun, 21 | - | - |
| 31 Mar, 21 | - | - |
| 31 Dec, 20 | - | -100.00% |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | -66.67% |
| 31 Dec, 19 | 3 | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | -100.00% |
| 30 Jun, 18 | 1 | - |
| 31 Mar, 18 | 1 | - |
| 31 Dec, 17 | 1 | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | - |
| 31 Dec, 16 | - | -100.00% |
| 30 Sep, 16 | 2 | - |
| 30 Jun, 16 | - | -100.00% |
| 31 Mar, 16 | 1 | - |
| 30 Sep, 11 | 1 | - |
| 31 Mar, 87 | 1 | - |
604 institutional shareholders have increased their position in SHEL stock as of 30 Jun 24 compared to 606 in the previous quarter (a -0.33% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 428 | -6.35% |
| 31 Mar, 24 | 457 | -10.92% |
| 31 Dec, 23 | 513 | 28.57% |
| 30 Sep, 23 | 399 | -4.77% |
| 30 Jun, 23 | 419 | 5.54% |
| 31 Mar, 23 | 397 | -3.64% |
| 31 Dec, 22 | 412 | 8.99% |
| 30 Sep, 22 | 378 | 14.20% |
| 30 Jun, 22 | 331 | 16450.00% |
| 31 Mar, 22 | 2 | 100.00% |
| 31 Dec, 21 | 1 | - |
| 30 Sep, 21 | - | - |
| 30 Jun, 21 | - | - |
| 31 Mar, 21 | - | -100.00% |
| 31 Dec, 20 | 2 | 100.00% |
| 30 Sep, 20 | 1 | -50.00% |
| 30 Jun, 20 | 2 | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
| 31 Dec, 18 | - | - |
| 30 Sep, 18 | - | - |
| 30 Jun, 18 | - | - |
| 31 Mar, 18 | - | - |
| 31 Dec, 17 | - | - |
| 30 Sep, 17 | - | - |
| 30 Jun, 17 | - | - |
| 31 Mar, 17 | - | -100.00% |
| 31 Dec, 16 | 1 | - |
| 30 Sep, 16 | - | -100.00% |
| 30 Jun, 16 | 1 | - |
| 31 Mar, 16 | - | - |
| 30 Sep, 11 | - | - |
| 31 Mar, 87 | - | - |
428 institutional shareholders have reduced their position in SHEL stock as of 30 Jun 24 compared to 457 in the previous quarter (a -6.35% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 1,353 | -0.81% | 350,540,332 | 4.25% | 10.89% | 9.98% | 604 | -0.33% | 428 | -6.35% |
| 31 Mar, 24 | 1,364 | 2.33% | 336,265,217 | 2.48% | 10.44% | 10.43% | 606 | 9.58% | 457 | -10.92% |
| 31 Dec, 23 | 1,333 | 3.17% | 328,128,160 | 1.19% | 10.01% | 10.58% | 553 | -7.21% | 513 | 28.57% |
| 30 Sep, 23 | 1,292 | 5.47% | 324,281,644 | 3.65% | 9.73% | 11.46% | 596 | 17.55% | 399 | -4.77% |
| 30 Jun, 23 | 1,225 | 0.99% | 312,874,933 | 1.66% | 9.21% | 11.64% | 507 | -4.34% | 419 | 5.54% |
| 31 Mar, 23 | 1,213 | 0.33% | 307,774,026 | 8.22% | 8.90% | 14.85% | 530 | - | 397 | -3.64% |
| 31 Dec, 22 | 1,209 | 7.47% | 284,392,428 | -1.87% | 7.74% | 12.20% | 530 | 10.19% | 412 | 8.99% |
| 30 Sep, 22 | 1,125 | -1.75% | 289,801,610 | -3.70% | 7.97% | 12.22% | 481 | -17.78% | 378 | 14.20% |
| 30 Jun, 22 | 1,145 | 12.92% | 300,921,660 | 6.64% | 8.07% | 14.65% | 585 | -40.00% | 331 | 16450.00% |
| 31 Mar, 22 | 1,014 | 10040.00% | 282,196,907 | 148846.44% | 7.42% | 31031724.49% | 975 | 13828.57% | 2 | 100.00% |
| 31 Dec, 21 | 10 | 100.00% | 189,462 | 4795.66% | 0.00% | 49029800.00% | 7 | 600.00% | 1 | - |
| 30 Sep, 21 | 5 | 25.00% | 3,870 | 2.65% | 0.00% | 1028700.00% | 1 | - | - | - |
| 30 Jun, 21 | 4 | - | 3,770 | - | 0.00% | 999000.00% | - | - | - | - |
| 31 Mar, 21 | 4 | - | 3,770 | - | 0.00% | 1001700.00% | - | - | - | -100.00% |
| 31 Dec, 20 | 4 | - | 3,770 | -2.91% | 0.00% | 970000.00% | - | -100.00% | 2 | 100.00% |
| 30 Sep, 20 | 4 | -20.00% | 3,883 | -4.10% | 0.00% | 959100.00% | 1 | - | 1 | -50.00% |
| 30 Jun, 20 | 5 | 25.00% | 4,049 | -9.01% | 0.00% | 913400.00% | 1 | - | 2 | - |
| 31 Mar, 20 | 4 | -20.00% | 4,450 | -45.92% | 0.00% | 278650.00% | 1 | -66.67% | - | - |
| 31 Dec, 19 | 5 | 66.67% | 8,229 | 178.67% | 0.00% | 2772500.00% | 3 | - | - | - |
| 30 Sep, 19 | 3 | - | 2,953 | - | 0.00% | 1010400.00% | - | - | - | - |
| 30 Jun, 19 | 3 | - | 2,953 | - | 0.00% | 1006300.00% | - | - | - | -100.00% |
| 31 Mar, 19 | 3 | - | 2,953 | -2.38% | 0.00% | 991800.00% | - | - | 1 | - |
| 31 Dec, 18 | 3 | - | 3,025 | - | 0.00% | 1000900.00% | - | - | - | - |
| 30 Sep, 18 | 3 | - | 3,025 | - | 0.00% | 1002300.00% | - | -100.00% | - | - |
| 30 Jun, 18 | 3 | 50.00% | 3,025 | 3.63% | 0.00% | 1035700.00% | 1 | - | - | - |
| 31 Mar, 18 | 2 | - | 2,919 | 7.36% | 0.00% | 1069700.00% | 1 | - | - | - |
| 31 Dec, 17 | 2 | - | 2,719 | 3.42% | 0.00% | 1031100.00% | 1 | - | - | - |
| 30 Sep, 17 | 2 | - | 2,629 | - | 0.00% | 995600.00% | - | - | - | - |
| 30 Jun, 17 | 2 | - | 2,629 | - | 0.00% | 992900.00% | - | - | - | - |
| 31 Mar, 17 | 2 | - | 2,629 | - | 0.00% | 960600.00% | - | - | - | -100.00% |
| 31 Dec, 16 | 2 | - | 2,629 | -7.07% | 0.00% | 955500.00% | - | -100.00% | 1 | - |
| 30 Sep, 16 | 2 | 100.00% | 2,829 | 88.98% | 0.00% | - | 2 | - | - | -100.00% |
| 30 Jun, 16 | 1 | - | 1,497 | -21.09% | - | 707600.00% | - | -100.00% | 1 | - |
| 31 Mar, 16 | 1 | - | 1,897 | - | 0.00% | - | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 22,094 | - | 0.00% | - | 1 | - | - | - |
| 31 Mar, 87 | 1 | - | 4,322 | - | 0.00% | - | 1 | - | - | - |
SHEL Ownership FAQ
Who Owns Shell?
Shell is owned by institutional shareholders (10.89%), insiders (0.01%), and public (89.11%). The largest institutional shareholder of Shell is FMR LLC (1.93% of total shares) and the top mutual fund owner is BARRETT OPPORTUNITY FUND, INC. (4.92% of total shares).
Who are the major institutional shareholders of Shell?
Shell's major institutional shareholders are FMR LLC, FISHER ASSET MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, EAGLE CAPITAL MANAGEMENT LLC, and MORGAN STANLEY. The top five shareholders own together 4.19% of the company's share outstanding.
How many Shell shareholders are there?
As of Jun 2024, there are 1,353 institutional shareholders of Shell.
What percentage of Shell is owned by FMR LLC?
FMR LLC owns 62.04M shares of Shell, representing 1.93% of the company's total shares outstanding, valued at $4.48B (as of Jun 2024).
What percentage of Shell is owned by FISHER ASSET MANAGEMENT, LLC?
As of Jun 2024, FISHER ASSET MANAGEMENT, LLC holds 24.02M shares of Shell (SHEL), compromising 0.75% of the company, valued at $1.73B.
What percentage of Shell is owned by DIMENSIONAL FUND ADVISORS LP?
DIMENSIONAL FUND ADVISORS LP is the third largest holder of Shell. The company owns 22.72M of the company's shares outstanding (worth $1.64B).