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Shell plc hedge fund holdings

SHELNYSE
$96.52+0.29 (+0.30% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

SHEL · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+30.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025317328$1.5B$1.69B1,332Aug 14, 2025
Q3 2025304301$1.2B$2.65B1,335Nov 14, 2025
Q4 2025316264$1.13B$1.4B1,389Feb 14, 2026
Q1 2026508330$2.43B$2.32B1,534May 15, 2026
Q2 2026345412$2.7B$2.44B1,451Aug 14, 2026

Quarterly action breakdown

Q2 2026
1,451 filers
New position
74
$609M+7.85M sh
Increased
271
$2.09B+27M sh
Reduced
272
-$2.23B-28.8M sh
Out / sold
140
-$205M-2.65M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Eagle Capital Management LLCReduce 97.53%-$401M$10.2M0.03%Aug 14, 2026
Orbis Allan Gray LtdAdded 115.07%+$367M$686M2.36%Aug 14, 2026
Holocene Advisors, LPNew Buy+$204M$204M0.46%Aug 14, 2026
Bridgewater Associates, LPAdded 388.91%+$94.1M$118M0.49%Aug 14, 2026
Tidal Investments LLCReduce 71.10%-$85M$34.6M0.06%Aug 13, 2026
First Eagle Investment Management, LLCAdded 103.07%+$84.5M$166M0.14%Aug 24, 2026
Mawer Investment Management Ltd.Added 12.55%+$69.3M$621M4.22%Aug 7, 2026
Wellington Management Group LLPReduce 9.92%-$48.9M$444M0.08%Aug 14, 2026
Brandes Investment Partners, LPReduce 22.72%-$48.5M$165M1.16%Aug 14, 2026
Pzena Investment Management LLCReduce 19.25%-$47.7M$200M0.59%Aug 7, 2026
Voloridge Investment Management, LLCNew Buy+$44.9M$44.9M0.19%Aug 14, 2026
Adage Capital Partners GP, L.L.C.Sell 100%-$44.6M$00.00%Aug 14, 2026
Turas Capital Management LPSell 100%-$35.6M$00.00%Aug 14, 2026
Capricorn Fund Managers LtdNew Buy+$35.6M$35.6M2.81%Jul 24, 2026
Energy Income Partners, LLCReduce 33.04%-$19M$38.5M0.61%Aug 7, 2026
Clark Capital Management Group, Inc.Added 42.30%+$18.8M$63.4M0.35%Aug 11, 2026
Curi Capital, LLCAdded 331.37%+$18.2M$23.7M0.37%Aug 14, 2026
Cibc World Market Inc.Added 66.30%+$18.1M$45.4M0.07%Aug 13, 2026
Van Eck Associates CorpAdded 44.33%+$15.3M$49.9M0.03%Aug 14, 2026
DV Equities, LLCSell 100%-$12.4M$00.00%Aug 14, 2026
Fisher Asset Management, LLCAdded 0.58%+$12.3M$2.14B0.64%Aug 4, 2026
GFS Advisors, LLCReduce 97.16%-$12.3M$359K0.02%Aug 13, 2026
Capital Fund Management S.A.Added 59.91%+$12.2M$32.6M0.14%Aug 13, 2026
Campbell & CO Investment Adviser LLCReduce 91.14%-$11.4M$1.11M0.06%Aug 3, 2026
Wgi DM, LLCReduce 3.33%-$11M$318M27.55%Aug 7, 2026
Jennison Associates LLCReduce 3.99%-$10.7M$256M0.15%Aug 3, 2026
Willis Johnson & Associates, Inc.Reduce 51.47%-$10.6M$9.98M0.56%Aug 13, 2026
Covalis Capital LLPSell 100%-$9.92M$00.00%Aug 13, 2026
Yaupon Capital Management LPReduce 29.52%-$9.43M$22.5M0.44%Aug 14, 2026
Grantham, Mayo, Van Otterloo & Co. LLCAdded 131.75%+$8.86M$15.6M0.04%Aug 13, 2026
Thornburg Investment Management IncAdded 100.25%+$8.85M$17.7M0.17%Aug 13, 2026
Trek Financial, LLCReduce 52.46%-$6.59M$5.97M0.30%Aug 13, 2026
Park Avenue Securities LLCNew Buy+$6.43M$6.43M0.04%Jul 20, 2026
Aventail Capital Group, LPReduce 38.30%-$6.33M$10.2M0.58%Aug 14, 2026
Employees Retirement System of TexasNew Buy+$6.04M$6.04M0.05%Aug 14, 2026
Jefferies Financial Group Inc.Added 268.22%+$5.83M$8.01M0.05%Aug 17, 2026
Quantinno Capital Management LPAdded 20.28%+$5.4M$32M0.04%Aug 13, 2026
SPX Gestao de Recursos LtdaSell 100%-$4.86M$00.00%Aug 19, 2026
Intrepid Family Office LLCSell 100%-$4.65M$00.00%Aug 14, 2026
Harding Loevner LPReduce 1.91%-$4.63M$237M2.23%Aug 14, 2026
Old National BancorpReduce 78.86%-$4.13M$1.11M0.02%Jul 15, 2026
Hotchkis & Wiley Capital Management LLCAdded 0.86%+$4.11M$481M1.40%Aug 14, 2026
Tocqueville Asset Management L.P.Reduce 34.60%-$3.86M$7.3M0.10%Aug 10, 2026
Nkcfo LLCSell 100%-$3.49M$00.00%Aug 13, 2026
Quantitative Investment Management, LLCNew Buy+$3.45M$3.45M0.38%Aug 14, 2026
MML Investors Services, LLCAdded 32.10%+$3.41M$14M0.03%Aug 7, 2026
Limestone Investment Advisors LPSell 100%-$3.35M$00.00%Aug 14, 2026
Stamos Capital Partners, L.P.Added 99.64%+$3.26M$6.53M1.00%Aug 13, 2026
Integrated Quantitative Investments LLCReduce 50.01%-$3.23M$3.23M0.53%Aug 14, 2026
Lord, Abbett & Co. LLCReduce 3.69%-$3.18M$83.1M0.24%Aug 14, 2026
Dixon Mitchell Investment Counsel Inc.New Buy+$3.16M$3.16M0.10%Aug 13, 2026
HORAN Wealth, LLCReduce 48.82%-$3.15M$3.31M0.41%Aug 26, 2026
Flow Traders U.S. LLCNew Buy+$2.86M$2.86M0.12%Aug 14, 2026
Harvest Portfolios Group Inc.Reduce 11.22%-$2.84M$22.4M0.32%Aug 13, 2026
Farringdon Capital, Ltd.Reduce 60.41%-$2.81M$1.84M0.91%Aug 12, 2026
Rathbones Group PLCReduce 50.23%-$2.7M$2.67M0.01%Jul 23, 2026
Northwest & Ethical Investments L.P.Added 15.05%+$2.55M$19.5M0.45%Aug 13, 2026
Howard Capital Management, LLCSell 100%-$2.48M$00.00%Jul 28, 2026
Vestmark Advisory Solutions, Inc.Reduce 18.27%-$2.38M$10.6M0.10%Aug 14, 2026
Cohen Klingenstein LLCReduce 19.43%-$2.37M$9.81M0.28%Jul 15, 2026
Aigen Investment Management, LPSell 100%-$2.06M$00.00%Aug 14, 2026
Empowered Funds, LLCSell 100%-$2.05M$00.00%Aug 17, 2026
Anchor Capital Advisors LLCReduce 9.99%-$2.03M$18.3M0.51%Aug 5, 2026
Silvercrest Asset Management Group LLCReduce 2.15%-$1.97M$89.7M0.59%Aug 14, 2026
XY Capital LtdAdded 139.11%+$1.93M$3.32M3.21%Aug 11, 2026
Graham Capital Management, L.P.Sell 100%-$1.85M$00.00%Aug 14, 2026
Archford Capital Strategies, LLCReduce 27.84%-$1.71M$4.43M0.45%Jul 17, 2026
Capital International InvestorsReduce 14.50%-$1.71M$10.1M0.00%Aug 12, 2026
Manning & Napier Advisors LLCReduce 16.41%-$1.65M$8.42M0.11%Aug 14, 2026
QRG Capital Management, Inc.Added 10.47%+$1.63M$17.2M0.14%Jul 14, 2026
Guardian Capital LPAdded 6.19%+$1.62M$27.8M0.67%Aug 14, 2026
Yousif Capital Management, LLCReduce 77.03%-$1.6M$478K0.01%Jul 16, 2026
IMC-Chicago, LLCNew Buy+$1.58M$1.58M0.00%Aug 6, 2026
Abc Arbitrage SAReduce 5.09%-$1.57M$29.3M3.17%Jul 20, 2026
Oppenheimer Asset Management Inc.Added 14.51%+$1.56M$12.3M0.13%Aug 3, 2026
Everett Harris & CoAdded 4.44%+$1.49M$35M0.43%Aug 3, 2026
Lockheed Martin Investment Management CoAdded 34.07%+$1.43M$5.61M0.22%Aug 12, 2026
Guardian Partners Inc.Reduce 96.77%-$1.4M$46.5K0.00%Jul 29, 2026
MORGUARD LINCLUDEN GLOBAL INVESTMENTS LtdAdded 54.22%+$1.39M$3.95M0.39%Jul 24, 2026
Douglas Lane & Associates, LLCReduce 7.35%-$1.36M$17.1M0.23%Jul 14, 2026
Connective Portfolio Management, LLCReduce 56.30%-$1.32M$1.02M1.70%Jul 7, 2026
Evoke Wealth, LLCSell 100%-$1.32M$00.00%Aug 10, 2026
Bridgefront Capital, LLCAdded 643.39%+$1.28M$1.48M0.39%Aug 14, 2026
Old Mission Capital LLCReduce 25.00%-$1.27M$3.82M0.06%Aug 14, 2026
Thomasville National BankAdded 3.93%+$1.27M$33.6M1.85%Jul 20, 2026
Henshaw Capital LLCAdded 5.23%+$1.25M$25.1M0.82%Aug 12, 2026
GTS Securities LLCAdded 17.20%+$1.23M$8.39M0.18%Aug 14, 2026
Inspire Trust Co, N.A.Added 23.08%+$1.16M$6.2M0.85%Aug 5, 2026
First Trust Advisors LPAdded 2.84%+$1.15M$41.6M0.02%Aug 11, 2026
Sierra Capital LLCReduce 56.46%-$1.14M$878K0.08%Aug 14, 2026
Willis Investment CounselAdded 5.22%+$1.12M$22.6M1.08%Aug 3, 2026
Vident Advisory, LLCAdded 22.00%+$1.09M$6.02M0.04%Aug 12, 2026
Ausdal Financial Partners, Inc.Reduce 26.18%-$1.07M$3.03M0.12%Aug 14, 2026
Bogart Wealth, LLCAdded 185.95%+$1.05M$1.61M0.06%Jul 24, 2026
Strategic Global Advisors, LLCReduce 74.84%-$1.02M$344K0.05%Aug 14, 2026
Palogic Value Management, L.P.Added 31.43%+$1.01M$4.24M1.40%Aug 14, 2026
Naviter Wealth, LLCAdded 21.00%+$987K$5.68M0.52%Aug 7, 2026
Emerald Investment Advisers, LLCAdded 90.57%+$977K$2.06M0.14%Aug 12, 2026
71 West Capital PartnersAdded 496.99%+$974K$1.17M0.04%Aug 4, 2026
Cherokee Insurance CoReduce 49.14%-$969K$1M0.39%Aug 3, 2026

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