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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include D. E. Shaw & Co., Inc., Orbis Allan Gray Ltd, Eagle Capital Management, Citadel Advisors Llc, and Price T Rowe Associates Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
M&T Bank CorpBuy+185,050+1275.4%199,559$18.56MQ1 2026Sep 04, 2026
Cornerstone Financial Management LlcBuy+29+24.4%148$13.76KQ1 2026Aug 28, 2026
Brighton Jones LlcBuy+10,147—10,147$943.66KQ1 2026Aug 07, 2026
P.A.W. Capital CorpBuy+33,650—33,650$3.10MQ1 2026Jul 21, 2026
Robinswood Financial LlcBuy+3+0.8%389$36.25KQ1 2026Jul 13, 2026
Wells Fargo & Company/MnBuy+18,572+0.8%2,250,719$209.32MQ1 2026Jul 08, 2026
Kerr Financial Planning CorpBuy+2+2.1%98$8.58KQ1 2026Jul 01, 2026
Truewealth Financial PartnersBuy+2,450—2,450$227.85KQ1 2026May 20, 2026
Sonoma Allocations LlcSell-1,101-18.5%4,859$456.28KQ1 2026May 19, 2026
Western Wealth Management, LlcSell-260-7.5%3,210$298.56KQ1 2026May 19, 2026
Bank Of America CorpSell-268,217-3.4%7,562,727$703.33MQ1 2026May 18, 2026
South Dakota Investment CouncilSell-73,326-69.5%32,167$2.99MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsSell-2,664-6.3%39,934$3.71MQ1 2026May 18, 2026
Altshuler Shaham LtdSell-1,491-10.2%13,109$1.22MQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+1,164—1,164$108.25KQ1 2026May 18, 2026
Sunbelt Securities, Inc.Sell-856-5.8%13,945$1.30MQ1 2026May 18, 2026
Parvin Asset Management, LlcSell-200-4.3%4,500$418.50KQ1 2026May 18, 2026
Strait & Sound Wealth Management LlcBuy+179+1.5%12,468$1.16MQ1 2026May 18, 2026
Guardian Partners Inc.Sell-53-0.3%18,601$1.73MQ1 2026May 18, 2026
D. E. Shaw & Co., Inc.Sell-3,998,134-59.0%2,780,297$258.57MQ1 2026May 15, 2026
Orbis Allan Gray LtdBuy+2,637,355+178.6%4,113,710$382.58MQ1 2026May 15, 2026
Eagle Capital ManagementSell-2,468,889-31.7%5,308,706$493.71MQ1 2026May 15, 2026
Citadel Advisors LlcBuy+2,130,944+1572.6%2,266,451$210.78MQ1 2026May 15, 2026
Price T Rowe Associates IncBuy+2,037,099+23.9%10,568,968$982.91MQ1 2026May 15, 2026
Tidal Investments LlcBuy+1,243,345+415.8%1,542,364$143.16MQ1 2026May 15, 2026
Victory Capital Management IncBuy+1,161,435+67.4%2,884,339$268.24MQ1 2026May 15, 2026
Standard Investments LlcSell-914,000-27.2%2,450,000$227.85MQ1 2026May 15, 2026
Lazard Asset Management LlcBuy+801,361+945.2%886,141$82.41MQ1 2026May 15, 2026
Fmr LlcSell-793,442-0.8%97,617,838$9.08BQ1 2026May 15, 2026
Marshall Wace, LlpBuy+769,779—769,779$71.59MQ1 2026May 15, 2026
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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.