SHELL PLC-ADR (SHEL) Institutional Ownership Changes & 13F Activity

SHELL PLC-ADR (SHEL). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Citadel Advisors Llc, Envestnet Asset Management Inc, State Street Corp, Anchor Capital Advisors Llc, and Qrg Capital Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+171,873+7.9%2,352,694$182.43MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+21,059+10.5%222,107$17.22MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+941+10.1%10,213$791.95KQ2 2026Sep 23, 2026
State Street CorpSell-42,478-55.3%34,376$2.67MQ2 2026Sep 22, 2026
Anchor Investment Management, LlcSell-247-5.4%4,338$336.37KQ2 2026Sep 15, 2026
Palogic Value Management, L.P.Buy+13,080+31.4%54,698$4.24MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+590+1.5%40,546$3.14MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-4,349-65.3%2,307$178.88KQ2 2026Sep 04, 2026
Anchor Capital Advisors LlcSell-26,174-10.0%235,851$18.29MQ2 2026Sep 03, 2026
Citadel Advisors LlcBuy+1,620,411+71.5%3,886,862$301.56MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-238-46.9%270$20.94KQ2 2026Sep 02, 2026
Parrish Capital LlcSell-2,261-10.2%19,923$1.54MQ2 2026Sep 01, 2026
Cornerstone Financial Management LlcBuy+65+43.9%213$16.52KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-15,696-4.4%341,233$26.46MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+981+2.4%42,632$3.31MQ2 2026Aug 26, 2026
Brown Financial AdvisorsSell-82-2.2%3,567$276.58KQ2 2026Aug 26, 2026
First Eagle U.S. ValueBuy+16,244+1.5%1,073,265$83.22MQ2 2026Aug 24, 2026
Rehmann Capital Advisory GroupSell-228-6.1%3,521$273.02KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-90-0.8%11,246$872.01KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+7,336+4.1%184,687$14.32MQ2 2026Aug 19, 2026
Archer Investment CorpSell-5,320-91.6%491$38.08KQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+4,007+17.7%26,675$2.07MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-703-8.2%7,863$609.70KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcSell-7,365-14.5%43,299$3.36MQ2 2026Aug 18, 2026
49 Wealth Management, LlcBuy+2,720—2,720$210.94KQ2 2026Aug 18, 2026
Strait & Sound Wealth Management LlcBuy+524+4.2%12,992$1.01MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+467+2.9%16,661$1.29MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+277+7.9%3,787$293.64KQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+72—72$5.58KQ2 2026Aug 18, 2026
Pin Oak Investment Advisors IncBuy+29+0.2%12,688$984.00Q2 2026Aug 18, 2026
Showing 30 of 1,376

Frequently asked questions about SHEL activity

  • Which institutional owners are buying SHEL?

    Institutional owners buying SHEL include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SHEL activity?

    "Buy" means an investor increased their reported position in SHEL compared to the prior reporting period. This reflects growing exposure to SHELL PLC-ADR (SHEL) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SHEL increasing?

    Institutional interest in SHEL can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.