SHEL in the 13F filings
Shell PLC · CUSIP 780259305
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 6 May 2024
- Managers listing it
- 20
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 16 listed it in both
- Shares listed
- 88,432,427
- combined, among listed positions
- Reported value
- $5.9bn
- combined, at the quarter end
Among the 93 comparable managers: 14 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing SHEL in Q1 2024
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 47,799,659 shares now+5,665,677
- Holocene Advisors LPexisting position · 3,568,238 shares now+3,008,150
- Balyasny Asset Management LLCexisting position · 1,899,783 shares now+1,368,630
- Millennium Management LLCexisting position · 5,145,522 shares now+900,307
- T. Rowe Price Associates Incexisting position · 6,715,078 shares now+772,736
Reductions
- Arrowstreet Capital LPexisting position · 1,616,408 shares now-7,943,080
- Wellington Management Group LLPexisting position · 8,243,957 shares now-215,894
- Verition Fund Management LLCexisting position · 376,881 shares now-60,543
- AllianceBernstein LPexisting position · 1,328,405 shares now-32,388
- Quantbot Technologies LPexisting position · 19,814 shares now-31,249
New positions and exits
Exited (2)
- Egerton Capital UK LLPwas $77m
- Acadian Asset Management LLCwas $7.9m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2022 | 18 | $3.5bn | n.a. | n.a. |
| Q2 2022 | 19 | $3.5bn | n.a. | n.a. |
| Q3 2022 | 15 | $2.9bn | n.a. | n.a. |
| Q4 2022 | 17 | $3.1bn | n.a. | n.a. |
| Q1 2023 | 15 | $3.4bn | n.a. | n.a. |
| Q2 2023 | 19 | $3.9bn | n.a. | n.a. |
| Q3 2023 | 17 | $4.7bn | n.a. | n.a. |
| Q4 2023 | 18 | $5.3bn | 12 | 7 |
| Q1 2024 | 20 | $5.9bn | 14 | 8 |
| Q2 2024 | 18 | $7.1bn | 9 | 10 |
| Q3 2024 | 20 | $7.3bn | 13 | 7 |
| Q4 2024 | 20 | $8.1bn | 10 | 9 |
| Q1 2025 | 21 | $10.0bn | 9 | 13 |
| Q2 2025 | 15 | $9.2bn | 9 | 7 |
| Q3 2025 | 12 | $8.8bn | 6 | 8 |
| Q4 2025 | 12 | $9.2bn | 17 | 18 |
| Q1 2026 | 14 | $12.2bn | 14 | 17 |
| Q2 2026 | 17 | $10.0bn | 20 | 13 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SHEL and GEV →SHEL and XOM →SHEL and CVX →Choose a stock to compare with SHEL →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own SHEL, latest filings →Back to the 13F Explorer →