Shell plc

SHEL • NYSE

Shell plc is a publicly traded company on NYSE, led by Wael Sawan. As of Q3 2025, 1,270 institutional investors hold shares in this company, with total holdings valued at $24.2B. FMR LLC is the largest holder with a position valued at $6.9B.

CEOWael Sawan

Employees100.0K

Websiteshell.com

Overview

Overview of institutional ownership in SHEL as of Q3 2025

All Institutions

Institutions: 1,270
Value Held: $24.2B
Shares Held: 337.9M
Avg Position: $19.0M
Median Position: $602.3K

Hedge Funds

Hedge Funds: 61
Value Held: $1.2B
Shares Held: 17.0M
Avg Position: $20.0M
Median Position: $2.3M

Biggest Investors

Institutions with the largest positions in SHEL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
FMR LLC Institution	-	$6.9B 0.36% of portfolio	0.00% 96.1M shares	Q4 2022 Held for 3 years	$1.92T
F Fisher Asset Management, LLC Institution	-	$1.9B 0.69% of portfolio	0.00% 26.8M shares	Q1 2023 Held for 2y 9m	$276.29B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$1.7B 0.37% of portfolio	0.00% 24.4M shares	Q1 2023 Held for 2y 9m	$466.34B
EAGLE CAPITAL MANAGEMENT LLC Long Only Manager	Michael I Falcon CEO	$732.3M 2.33% of portfolio	0.00% 10.2M shares	Q1 2023 Held for 2y 9m	$31.4B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$679.2M 0.04% of portfolio	0.00% 9.5M shares	Q4 2022 Held for 3 years	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$564.3M 0.04% of portfolio	0.00% 7.9M shares	Q4 2022 Held for 3 years	$1.33T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$548.6M 0.01% of portfolio	0.00% 7.7M shares	Q4 2022 Held for 3 years	$5.67T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$488.1M 0.09% of portfolio	0.00% 6.8M shares	Q4 2022 Held for 3 years	$571.21B
FRANKLIN RESOURCES INC Institution	Gregory E. Johnson CEO	$467.3M 0.12% of portfolio	0.00% 6.5M shares	Q4 2022 Held for 3 years	$395.38B
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	Scott Hoy Mcbride CEO	$455.6M 1.41% of portfolio	0.00% 6.4M shares	Q4 2022 Held for 3 years	$32.2B

Net Capital Flow

Institutional buying and selling activity for SHEL in Q3 2025

Traded: −$700.5M
Buyers: 565
Sellers: 517
Total Bought: +$1.0B
Total Sold: −$1.7B
Avg Position: $17.8M

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$165.0M +2.3M shares	$165.0M 2.3M shares
FMR LLC Institution	+$107.0M +1.5M shares	$6.9B 96.1M shares
D D. E. Shaw & Co., Inc. Institution	+$85.1M +1.2M shares	$438.2M 6.1M shares
Q Qube Research & Technologies Ltd Institution	+$73.6M +1.0M shares	$73.6M 1.0M shares
N NEW YORK STATE COMMON RETIREMENT FUND Institution	+$60.1M +-6.1K shares	$60.1M 840.6K shares
W WGI DM, LLC Long Only Manager	+$55.3M +773.0K shares	$314.8M 4.4M shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	+$49.3M +688.9K shares	$54.4M 760.6K shares
BlackRock, Inc. Institution	+$42.5M +594.8K shares	$548.6M 7.7M shares
F Fisher Asset Management, LLC Institution	+$29.8M +417.1K shares	$1.9B 26.8M shares
Sagefield Capital LP Private Equity	+$19.9M +278.0K shares	$19.9M 278.0K shares

Biggest Sellers

Institution	Net Sold	Current Position
O Orbis Allan Gray Ltd RIA/Wealth	−$423.0M −5.9M shares	$101.6M 1.4M shares
EAGLE CAPITAL MANAGEMENT LLC Long Only Manager	−$191.3M −2.7M shares	$732.3M 10.2M shares
Merewether Investment Management, LP Hedge Fund•Sector	−$121.3M −1.7M shares	$53.7M 750.8K shares
Holocene Advisors, LP Hedge Fund•Long/Short	−$97.3M −1.4M shares	$118.1M 1.7M shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	−$85.7M −1.2M shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$79.9M −1.1M shares	$564.3M 7.9M shares
40 North Management LLC Hedge Fund•Multi-Strategy	−$74.7M −1.0M shares	$317.2M 4.4M shares
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	−$58.6M −819.9K shares	$20.2M 282.3K shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	−$51.1M −714.3K shares	$488.1M 6.8M shares
GOLDMAN SACHS GROUP INC Institution	−$48.1M −672.4K shares	$342.6M 4.8M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SHEL in Q3 2025

New Positions: 57
New Value: $122.5M
Exited Positions: 86
Exited Value: $202.1M

New Positions

Institution	Position Value
N NEW YORK STATE COMMON RETIREMENT FUND Institution	$60.1M 840.6K shares
Sagefield Capital LP Private Equity	$19.9M 278.0K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$9.8M 137.1K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$4.8M 67.7K shares
BARCLAYS PLC Institution	$2.7M 37.8K shares
F FACTORY MUTUAL INSURANCE CO Institution	$2.5M 35.3K shares
GFS Advisors, LLC RIA/Wealth	$2.3M 32.2K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$2.3M 31.5K shares
T TECTONIC ADVISORS LLC RIA/Wealth	$2.1M 30.1K shares
S SIG BROKERAGE, LP Institution	$1.6M 22.1K shares

Exited Positions

Institution	Previous Position
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$85.7M 1.2M shares
Marshall Wace LLP Institution	$28.4M 403.5K shares
Q Quadrature Capital Ltd Institution	$10.9M 155.3K shares
CAPITAL INTERNATIONAL INC /CA/ Long Only Manager	$9.6M 136.1K shares
HITE Hedge Asset Management LLC Hedge Fund•Long/Short	$6.7M 95.4K shares
G GTS SECURITIES LLC Institution	$6.4M 90.4K shares
T TABLEAUX LLC Institution	$6.1M 72.3K shares
Corigliano Investment Advisers, LLC Hedge Fund•Sector	$5.9M 84.5K shares
S SIR Capital Management, L.P. Hedge Fund•Long/Short	$5.7M 80.4K shares
B Banco Santander, S.A. Institution	$5.1M 73.1K shares

Options Activity

Institutions with the largest Call and Put options positions in SHEL as of Q3 2025

Call Positions: 26
Call Value: $677.9M
Put Positions: 25
Put Value: $235.1M

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$176.4M 24.7K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$131.1M 18.3K contracts
J JANE STREET GROUP, LLC Institution	$80.3M 11.2K contracts
Walleye Trading LLC RIA/Wealth	$45.0M 6.3K contracts
UBS Group AG Institution	$39.3M 5.5K contracts
GOLDMAN SACHS GROUP INC Institution	$38.8M 5.4K contracts
BARCLAYS PLC Institution	$25.2M 3.5K contracts
W WOLVERINE TRADING, LLC Institution	$21.7M 3.0K contracts
P PEAK6 LLC Institution	$19.4M 2.7K contracts
CITIGROUP INC Institution	$16.2M 2.3K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$60.4M 8.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$31.8M 4.5K contracts
GOLDMAN SACHS GROUP INC Institution	$29.9M 4.2K contracts
UBS Group AG Institution	$19.4M 2.7K contracts
Walleye Trading LLC RIA/Wealth	$18.4M 2.6K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$14.6M 2.0K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$10.4M 1.5K contracts
J JANE STREET GROUP, LLC Institution	$9.9M 1.4K contracts
Q Qube Research & Technologies Ltd Institution	$7.9M 1.1K contracts
H HSBC HOLDINGS PLC Institution	$7.5M 1.1K contracts

Most Committed Institutions

Institutions with SHEL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
W WGI DM, LLC Long Only Manager	Nina Mathur CCO	23.48% $314.8M	0.00% 4.4M shares	Q1 2025 Held for 9 months	$1.3B
40 North Management LLC Hedge Fund•Multi-Strategy	Tunde Jain Reddy CFO	15.64% $317.2M	0.00% 4.4M shares	Q1 2025 Held for 9 months	$2.0B
Foresight Global Investors, Inc. RIA/Wealth	Ajay Mehra President	6.96% $11.7M	0.00% 163.9K shares	Q2 2024 Held for 1y 6m	$168.4M
West Oak Capital, LLC RIA/Wealth	Gerald Ira Clebanoff Partner	5.73% $5.2K	0.00% 7.3K shares	Q2 2024 Held for 1y 6m	$91.2K
Drum Hill Capital, LLC RIA/Wealth	David Cleaves Nightingale CIO	4.62% $4.2M	0.00% 58.6K shares	Q4 2024 Held for 1 year	$90.7M
Israel Discount Bank of New York RIA/Wealth	Scott Allen Hayes President	4.11% $1.4M	0.00% 19.4K shares	Q1 2023 Held for 2y 9m	$33.8M
Cutler Capital Management, LLC Hedge Fund•Convert Bond Arb	Geoffrey Kristopher Allan Dancey President	3.84% $7.9M	0.00% 110.6K shares	Q4 2022 Held for 3 years	$205.9M
PENN DAVIS MCFARLAND INC RIA/Wealth	Jeffrey William Helfrich President	3.72% $36.0M	0.00% 502.6K shares	Q1 2023 Held for 2y 9m	$967.6M
Y Yaupon Capital Management LP Hedge Fund•Multi-Strategy	Steven James Pattyn CIO	3.59% $69.6M	0.00% 972.7K shares	Q4 2022 Held for 3 years	$1.9B
I INTREPID FAMILY OFFICE LLC Institution	-	3.50% $3.6M	0.00% 50.0K shares	Q2 2025 Held for 6 months	$102.3M

Hedge Fund Spotlight

Discover hedge funds investing in SHEL

Trexquant Investment LP

Hedge Fund • Quant

Portfolio ManagerTaesoon (Tyger) Park

Portfolio Value: $9.7B
Positions: 1,541
Last Reported: Q3 2025

Sector Allocation

Position in Shell plc

Market Value: $13.5M
Shares Held: 189.1K
Portfolio Weight: 0.14%
Owned Since: 2024-Q2

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