Who owns SHEL
Which tracked institutional funds hold SHEL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHEL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SHEL is one-sided between 2026-Q1 and 2026-Q2: 95 added or opened and 516 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SHEL’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SHEL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1456 tracked filers holding SHEL, 656 increased or opened the position and 755 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SHEL between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 31
- RENAISSANCE TECHNOLOGIES LLC$209M
- Holocene Advisors, LP$204M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$45M
- Capricorn Fund Managers Ltd$36M
- Thomasville National Bank$34M
- BOOTHBAY FUND MANAGEMENT, LLC$24M
Full exits 89
- LORD, ABBETT & CO. LLC$103M
- NATIXIS ADVISORS, LLC$81M
- Qube Research & Technologies Ltd$75M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$62M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$45M
- HRT FINANCIAL LP$43M
Largest adds
- GOLDMAN SACHS GROUP INC$356M
- Orbis Allan Gray Ltd$303M
- TORONTO DOMINION BANK$189M
- CITADEL ADVISORS LLC$95M
- Bridgewater Associates, LP$89M
- LMR Partners LLP$63M
Largest trims
- FMR LLC$2.3B
- EAGLE CAPITAL MANAGEMENT LLC$484M
- Fisher Asset Management, LLC$412M
- DIMENSIONAL FUND ADVISORS LP$330M
- PRICE T ROWE ASSOCIATES INC /MD/$220M
- BANK OF MONTREAL /CAN/$197M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| FMR LLC trimmed | 87,332,346 | $6.8B | 26.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 27,633,155 | $2.1B | 8.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 25,363,810 | $2.0B | 7.6% | 2026-Q2 |
| MORGAN STANLEY added | 10,779,129 | $836M | 3.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 10,560,692 | $819M | 3.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 9,835,553 | $763M | 3.0% | 2026-Q2 |
| Orbis Allan Gray Ltd added | 8,847,436 | $686M | 2.7% | 2026-Q2 |
| Mawer Investment Management Ltd. added | 8,013,792 | $621M | 2.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 7,709,715 | $598M | 2.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 6,727,122 | $522M | 2.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 6,697,185 | $519M | 2.0% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 6,199,706 | $481M | 1.9% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 5,732,160 | $444M | 1.7% | 2026-Q2 |
| BlackRock, Inc. added | 5,437,144 | $422M | 1.6% | 2026-Q2 |
| WGI DM, LLC trimmed | 4,106,198 | $318M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 3,886,862 | $302M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,869,875 | $300M | 1.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 3,306,805 | $256M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,180,213 | $247M | 1.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 3,105,170 | $241M | 0.9% | 2026-Q2 |
| Harding Loevner LP trimmed | 2,810,624 | $237M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 2,769,712 | $215M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,695,452 | $209M | 0.8% | 2026-Q2 |
| Holocene Advisors, LP added | 2,633,066 | $204M | 0.8% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC trimmed | 2,581,244 | $200M | 0.8% | 2026-Q2 |
| Standard Investments LLC | 2,450,000 | $190M | 0.7% | 2026-Q2 |
| TORONTO DOMINION BANK added | 2,448,386 | $190M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,352,694 | $182M | 0.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 2,299,213 | $178M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,158,127 | $167M | 0.6% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP trimmed | 2,127,279 | $165M | 0.6% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,093,979 | $162M | 0.6% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 2,039,770 | $158M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,980,468 | $152M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,897,604 | $147M | 0.6% | 2026-Q2 |
| Nuveen, LLC added | 1,865,266 | $145M | 0.6% | 2026-Q2 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1,858,028 | $144M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,749,938 | $136M | 0.5% | 2026-Q2 |
| UBS Group AG trimmed | 1,648,969 | $128M | 0.5% | 2026-Q2 |
| Chevy Chase Trust Holdings, LLC trimmed | 1,630,273 | $126M | 0.5% | 2026-Q2 |
| MILFORD FUNDS LTD trimmed | 1,629,520 | $126M | 0.5% | 2026-Q2 |
| Mondrian Investment Partners LTD added | 1,617,230 | $125M | 0.5% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,526,163 | $118M | 0.5% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 1,510,268 | $117M | 0.5% | 2026-Q2 |
| LMR Partners LLP added | 1,283,528 | $100M | 0.4% | 2026-Q2 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 1,157,279 | $90M | 0.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 1,137,547 | $88M | 0.3% | 2026-Q2 |
| Boston Partners added | 1,105,930 | $86M | 0.3% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 1,073,265 | $83M | 0.3% | 2026-Q2 |
| EQUITY INVESTMENT CORP trimmed | 1,063,701 | $82M | 0.3% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC added | 1,043,948 | $81M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 931,658 | $72M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 919,396 | $86M | 0.3% | 2026-Q2 |
| Engineers Gate Manager LP added | 840,770 | $65M | 0.3% | 2026-Q2 |
| Clark Capital Management Group, Inc. added | 817,200 | $63M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 776,654 | $59M | 0.2% | 2026-Q2 |
| Capital Research Global Investors added | 740,219 | $57M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 693,995 | $54M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 680,852 | $53M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 680,466 | $53M | 0.2% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 676,603 | $52M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 671,714 | $52M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 660,042 | $51M | 0.2% | 2026-Q2 |
| American Assets Investment Management, LLC | 651,000 | $50M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 647,668 | $50M | 0.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 643,152 | $50M | 0.2% | 2026-Q2 |
| Optiver Holding B.V. added | 592,960 | $46M | 0.2% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 586,039 | $45M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 585,869 | $45M | 0.2% | 2026-Q2 |
| Empyrean Capital Partners, LP trimmed | 583,688 | $45M | 0.2% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 579,179 | $45M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 560,008 | $43M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 536,148 | $42M | 0.2% | 2026-Q2 |
| Fayez Sarofim & Co | 526,094 | $41M | 0.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 523,824 | $41M | 0.2% | 2026-Q2 |
| Creative Planning added | 522,270 | $40M | 0.2% | 2026-Q2 |
| Energy Income Partners, LLC trimmed | 496,897 | $39M | 0.1% | 2026-Q2 |
| PENN DAVIS MCFARLAND INC trimmed | 489,575 | $38M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 464,889 | $36M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 461,152 | $36M | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd new | 459,200 | $36M | 0.1% | 2026-Q2 |
| EVERETT HARRIS & CO /CA/ added | 451,859 | $35M | 0.1% | 2026-Q2 |
| Cullen Capital Management, LLC added | 448,464 | $35M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 445,750 | $35M | 0.1% | 2026-Q2 |
| Thomasville National Bank added | 433,623 | $34M | 0.1% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 421,015 | $33M | 0.1% | 2026-Q2 |
| KORNITZER CAPITAL MANAGEMENT INC /KS added | 420,018 | $33M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 412,674 | $32M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 407,847 | $32M | 0.1% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 385,622 | $30M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 379,130 | $29M | 0.1% | 2026-Q2 |
| ABC ARBITRAGE SA trimmed | 378,254 | $29M | 0.1% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 369,150 | $29M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 360,670 | $28M | 0.1% | 2026-Q2 |
| GUARDIAN CAPITAL LP added | 357,942 | $28M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 355,545 | $28M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 352,578 | $27M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 351,033 | $27M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 349,307 | $27M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 331,800 | $26M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.