Vault-13

SHELL PLC SHEL

SPON ADS · ADR · CUSIP 780259305 · ISIN US7802593050

British multinational oil and gas company

1,420 institutional holders +38 vs Q4 2024
388,787,198388.8m shares reported held*
$28.5bnreported value*
134 new 512 added 485 reduced 86 sold out net bought ≈ $531.0m (+7.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($48.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $73.39. Options: 31 managers hold calls ($992.9m notional), 28 hold puts ($530.1m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,101Q4 22: 1,185Q1 23: 1,195Q2 23: 1,206Q3 23: 1,267Q4 23: 1,316Q1 24: 1,345Q2 24: 1,388Q3 24: 1,355Q4 24: 1,382Q1 25: 1,4201,420Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20221,101
Q4 20221,185
Q1 20231,195
Q2 20231,206
Q3 20231,267
Q4 20231,316
Q1 20241,345
Q2 20241,388
Q3 20241,355
Q4 20241,382
Q1 20251,420

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ2 23: 493 bought or addedQ2 23: 498 cut or sold outQ3 23: 587 bought or addedQ3 23: 459 cut or sold outQ3 23Q4 23: 483 bought or addedQ4 23: 611 cut or sold outQ1 24: 602 bought or addedQ1 24: 534 cut or sold outQ1 24Q2 24: 607 bought or addedQ2 24: 520 cut or sold outQ3 24: 560 bought or addedQ3 24: 599 cut or sold outQ3 24Q4 24: 498 bought or addedQ4 24: 640 cut or sold outQ1 25: 646 bought or addedQ1 25: 571 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023493498
Q3 2023587459
Q4 2023483611
Q1 2024602534
Q2 2024607520
Q3 2024560599
Q4 2024498640
Q1 2025646571

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250m$500m$750m$1bnQ2 24 calls: $951.1mQ2 24 puts: $450.3mQ2 24P/C 0.47Q3 24 calls: $953.3mQ3 24 puts: $468.0mQ3 24P/C 0.49Q4 24 calls: $891.4mQ4 24 puts: $370.7mQ4 24P/C 0.42Q1 25 calls: $992.9mQ1 25 puts: $530.1mQ1 25P/C 0.53
Numbers
QuarterCallsPutsP/C
Q2 2024$951.1m$450.3m0.47
Q3 2024$953.3m$468.0m0.49
Q4 2024$891.4m$370.7m0.42
Q1 2025$992.9m$530.1m0.53

Biggest buyers

FMR LLC Added +7,066,257+7.1m
Capital World Investors New +6,990,978+7.0m
GQG Partners LLC Added +2,861,235+2.9m
RAYMOND JAMES FINANCIAL INC Added +1,501,866+1.5m
CITADEL ADVISORS LLC Added +1,266,917+1.3m
DEUTSCHE BANK AG\ Added +1,161,709+1.2m
BRANDES INVESTMENT PARTNERS, LP Added +1,004,609+1.0m
EAGLE CAPITAL MANAGEMENT LLC Added +926,194+926.2k
NEW YORK STATE COMMON RETIREMENT FUND New +869,549+869.5k
GOLDMAN SACHS GROUP INC Added +632,198+632.2k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -3,502,836-3.5m
MACKENZIE FINANCIAL CORP Reduced -2,506,269-2.5m
VOLORIDGE INVESTMENT MANAGEMENT, LLC Reduced -1,578,647-1.6m
D. E. Shaw & Co., Inc. Reduced -1,157,271-1.2m
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Reduced -1,090,394-1.1m
TWO SIGMA INVESTMENTS, LP Reduced -1,023,637-1.0m
UBS Group AG Reduced -803,393-803.4k
BlackRock, Inc. Reduced -795,063-795.1k
Thrivent Financial for Lutherans Reduced -688,749-688.7k
Qube Research & Technologies Ltd Sold out -683,793-683.8k

Biggest calls

GROUP ONE TRADING LLC Added $119.1m1.6m shares
Optiver Holding B.V. Added $107.0m1.5m shares
JANE STREET GROUP, LLC Added $106.2m1.4m shares
CITADEL ADVISORS LLC Reduced $84.1m1.1m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $75.1m1.0m shares
Laurion Capital Management LP New $73.3m1.0m shares
PEAK6 LLC Added $73.2m998.8k shares
GOLDMAN SACHS GROUP INC Reduced $58.1m793.1k shares
UBS Group AG Added $52.3m713.9k shares
CITIGROUP INC New $51.3m700.0k shares

Biggest puts

Optiver Holding B.V. Added $171.7m2.3m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $72.9m994.6k shares
CITADEL ADVISORS LLC Reduced $47.1m642.9k shares
GOLDMAN SACHS GROUP INC Added $36.1m493.1k shares
Walleye Trading LLC Added $32.9m449.6k shares
UBS Group AG Added $26.6m362.9k shares
CITIGROUP INC New $25.6m350.0k shares
SIMPLEX TRADING, LLC Reduced $19.7m269.4k shares
IMC-Chicago, LLC Reduced $16.3m221.9k shares
Balyasny Asset Management L.P. Reduced $15.1m206.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q1 2025.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.44% of their portfolio BOSTON, MA 93,483,43493.5m $6.9bn $6.9bn 0.44% Added +7.1m +7,066,257
2 Fisher Asset Management, LLC 0.81% of their portfolio PLANO, TX 25,513,00025.5m $1.9bn $1.9bn 0.81% Added +574.3k +574,265
3 DIMENSIONAL FUND ADVISORS LP 0.42% of their portfolio AUSTIN, TX 23,272,91323.3m $1.7bn $1.7bn 0.42% Added +451.2k +451,233
4 EAGLE CAPITAL MANAGEMENT LLC 4.19% of their portfolio New York, NY 15,670,88515.7m $1.1bn $1.1bn 4.19% Added +926.2k +926,194
5 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 10,256,18810.3m $751.6m $751.6m 0.05% Added +67.6k +67,598
6 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 8,558,6298.6m $627.2m $627.2m 0.06% Reduced -345.8k -345,815
7 WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio Boston, MA 7,888,7487.9m $578.1m $578.1m 0.11% Reduced -94.1k -94,069
8 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 1.82% of their portfolio Los Angeles, CA 7,434,3787.4m $544.8m $544.8m 1.82% Reduced -1.1m -1,090,394
9 PRICE T ROWE ASSOCIATES INC /MD/ 0.07% of their portfolio BALTIMORE, MD 7,253,2387.3m $531.5m $531.5m 0.07% Added +352.6k +352,569
10 Capital World Investors 0.08% of their portfolio LOS ANGELES, CA 6,990,9787.0m $512.3m $512.3m 0.08% New
11 BlackRock, Inc. 0.01% of their portfolio New York, NY 6,713,3606.7m $492.0m $492.0m 0.01% Reduced -795.1k -795,063
12 Orbis Allan Gray Ltd 2.71% of their portfolio HamiltoN, D0 6,456,3636.5m $473.1m $473.1m 2.71% Reduced -206.2k -206,174
13 D. E. Shaw & Co., Inc. 0.53% of their portfolio New York, NY 6,097,1966.1m $446.8m $446.8m 0.53% Reduced -1.2m -1,157,271
14 FRANKLIN RESOURCES INC 0.13% of their portfolio San Mateo, CA 6,032,8136.0m $442.1m $442.1m 0.13% Added +9.6k +9,640
15 Standard Investments LLC 24.42% of their portfolio New York, NY 5,480,0005.5m $401.6m $401.6m 24.42% Unchanged
16 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 5,285,6095.3m $387.3m $387.3m 0.07% Added +632.2k +632,198
17 Mawer Investment Management Ltd. 1.74% of their portfolio CALGARY, A0 4,929,6644.9m $361.2m $361.2m 1.74% Reduced -216.0k -215,986
18 ROYAL BANK OF CANADA 0.06% of their portfolio TORONTO, A6 3,874,3943.9m $283.9m $283.9m 0.06% Reduced -84.6k -84,643
19 PZENA INVESTMENT MANAGEMENT LLC 0.92% of their portfolio NEW YORK, NY 3,592,2183.6m $263.2m $263.2m 0.92% Added +15.0k +15,043
20 Harding Loevner LP 1.88% of their portfolio Bridgewater, NJ 3,356,1263.4m $245.8m $245.8m 1.88% Added +67.7k +67,681
21 NORTHERN TRUST CORP 0.04% of their portfolio CHICAGO, IL 3,260,2453.3m $238.9m $238.9m 0.04% Added +158.9k +158,915
22 WGI DM, LLC 16.46% of their portfolio BOSTON, MA 3,192,2223.2m $233.9m $233.9m 16.46% First filing
23 JENNISON ASSOCIATES LLC 0.15% of their portfolio NEW YORK, NY 3,006,8023.0m $220.3m $220.3m 0.15% Reduced -38.2k -38,241
24 RAYMOND JAMES FINANCIAL INC 0.08% of their portfolio ST. PETERSBURG, FL 2,965,8123.0m $217.3m $217.3m 0.08% Added +1.5m +1,501,866
25 Rockefeller Capital Management L.P. 0.53% of their portfolio NEW YORK, NY 2,909,4632.9m $213.2m $213.2m 0.53% Added +415.0k +415,048
26 GQG Partners LLC 0.33% of their portfolio FT. LAUDERDALE, FL 2,867,9292.9m $210.2m $210.2m 0.33% Added +2.9m +2,861,235
27 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,590,0012.6m $189.8m $189.8m 0.04% Reduced -803.4k -803,393
28 BRANDES INVESTMENT PARTNERS, LP 1.86% of their portfolio LA JOLLA, CA 2,496,0952.5m $182.9m $182.9m 1.86% Added +1.0m +1,004,609
29 Nuveen, LLC 0.05% of their portfolio CHARLOTTE, NC 2,461,3322.5m $180.4m $180.4m 0.05% First filing
30 Merewether Investment Management, LP 6.34% of their portfolio DALLAS, TX 2,381,8062.4m $174.5m $174.5m 6.34% Added +118.8k +118,809
31 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 2,362,6612.4m $173.1m $173.1m 0.04% Reduced -18.4k -18,407
32 Empyrean Capital Partners, LP 9.02% of their portfolio LOS ANGELES, CA 2,300,0002.3m $168.5m $168.5m 9.02% Unchanged
33 LORD, ABBETT & CO. LLC 0.54% of their portfolio JERSEY CITY, NJ 2,084,2162.1m $152.7m $152.7m 0.54% Reduced -591.4k -591,384
34 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,989,9882.0m $145.8m $145.8m 0.05% Reduced -51.1k -51,081
35 CITADEL ADVISORS LLC 0.14% of their portfolio MIAMI, FL 1,912,1681.9m $140.1m $140.1m 0.14% Added +1.3m +1,266,917
36 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.51% of their portfolio JUPITER, FL 1,884,7251.9m $138.1m $138.1m 0.51% Reduced -1.6m -1,578,647
37 MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio NEW YORK, NY 1,883,1171.9m $138.0m $138.0m 0.13% Reduced -3.5m -3,502,836
38 Amundi 0.05% of their portfolio Paris, I0 1,861,4281.9m $129.9m $129.9m 0.05% Reduced -394.8k -394,842
39 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.13% of their portfolio BLOOMINGTON, IL 1,858,0281.9m $136.2m $136.2m 0.13% Unchanged
40 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 1,821,0691.8m $133.4m $133.4m 0.14% Added +32.2k +32,249
41 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,778,7271.8m $130.3m $130.3m 0.01% Reduced -210.0k -209,960
42 Chevy Chase Trust Holdings, LLC 0.40% of their portfolio BETHESDA, MD 1,714,8231.7m $125.7m $125.7m 0.40% Reduced -33.7k -33,663
43 Mondrian Investment Partners LTD 2.07% of their portfolio LONDON, X0 1,655,0181.7m $121.3m $121.3m 2.07% Reduced -8.9k -8,862
44 Holocene Advisors, LP 0.35% of their portfolio New York, NY 1,633,7461.6m $119.7m $119.7m 0.35% Added +95.4k +95,364
45 MACKENZIE FINANCIAL CORP 0.14% of their portfolio TORONTO ONTARIO, A6 1,315,6291.3m $96.4m $96.4m 0.14% Reduced -2.5m -2,506,269
46 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.68% of their portfolio NEW YORK, NY 1,298,1041.3m $95.1m $95.1m 0.68% Reduced -83.2k -83,173
47 NATIXIS ADVISORS, LLC 0.17% of their portfolio Boston, MA 1,273,9721.3m $93.4m $93.4m 0.17% Added +29.6k +29,614
48 VAN ECK ASSOCIATES CORP 0.12% of their portfolio NEW YORK, NY 1,254,5001.3m $91.9m $91.9m 0.12% Reduced -25.7k -25,699
49 DEUTSCHE BANK AG\ 0.04% of their portfolio FRANKFURT AM MAIN, 2M 1,217,1151.2m $89.2m $89.2m 0.04% Added +1.2m +1,161,709
50 TODD ASSET MANAGEMENT LLC 2.09% of their portfolio Louisville, KY 1,213,0301.2m $88.9m $88.9m 2.09% Reduced -1.3k -1,291
51 ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio NASHVILLE, TN 1,055,6281.1m $77.4m $77.4m 0.03% Reduced -20.6k -20,592
52 Bridgewater Associates, LP 0.36% of their portfolio Westport, CT 1,051,1521.1m $77.0m $77.0m 0.36% Added +220.2k +220,152
53 TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio NEW YORK, NY 1,036,0821.0m $75.9m $75.9m 0.17% Reduced -1.0m -1,023,637
54 EQUITY INVESTMENT CORP 1.69% of their portfolio ATLANTA, GA 1,029,3521.0m $75.4m $75.4m 1.69% Added +5.9k +5,913
55 Freestone Grove Partners LP 0.77% of their portfolio San Francisco, CA 1,026,1641.0m $75.2m $75.2m 0.77% Reduced -301.9k -301,911
56 Pacer Advisors, Inc. 0.17% of their portfolio Malvern, PA 1,004,9831.0m $73.6m $73.6m 0.17% Reduced -3.0k -3,019
57 Energy Income Partners, LLC 1.39% of their portfolio Westport, CT 991,677991.7k $72.7m $72.7m 1.39% Added +43.6k +43,617
58 CIBC Private Wealth Group LLC 0.12% of their portfolio ATLANTA, GA 967,351967.4k $57.8m $57.8m 0.12% Added +37.9k +37,863
59 AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio KANSAS CITY, MO 951,625951.6k $69.7m $69.7m 0.04% Added +54.5k +54,471
60 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 908,572908.6k $66.6m $66.6m 0.03% Added +23.7k +23,680
61 Boston Partners 0.08% of their portfolio BOSTON, MA 895,359895.4k $65.6m $65.6m 0.08% Added +89.8k +89,831
62 NEW YORK STATE COMMON RETIREMENT FUND 0.09% of their portfolio ALBANY, NY 869,549869.5k $63.7m $63.7m 0.09% New
63 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.12% of their portfolio Boston, MA 865,000865.0k $63.4m $63.4m 0.12% Added +65.0k +65,000
64 Yaupon Capital Management LP 4.59% of their portfolio NEW YORK, NY 854,449854.4k $62.6m $62.6m 4.59% Added +168.1k +168,084
65 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 815,803815.8k $59.8m $59.8m 0.02% Added +92.3k +92,269
66 Brandywine Global Investment Management, LLC 0.43% of their portfolio PHILADELPHIA, PA 812,654812.7k $59.6m $59.6m 0.43% Reduced -63.3k -63,333
67 MARSHALL WACE, LLP 0.08% of their portfolio LONDON, X0 773,263773.3k $56.7m $56.7m 0.08% Reduced -328.0k -327,976
68 Capital Research Global Investors 0.01% of their portfolio Los Angeles, CA 767,903767.9k $56.3m $56.3m 0.01% Added +2.3k +2,253
69 Russell Investments Group, Ltd. 0.08% of their portfolio Seattle, WA 764,519764.5k $56.0m $56.0m 0.08% Added +95.0k +95,044
70 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.50% of their portfolio FRANKFORT, KY 762,190762.2k $55.9m $55.9m 0.50% Unchanged
71 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 736,290736.3k $54.0m $54.0m 0.01% Reduced -5.6k -5,594
72 TWO SIGMA ADVISERS, LP 0.12% of their portfolio NEW YORK, NY 712,800712.8k $52.2m $52.2m 0.12% Reduced -290.4k -290,400
73 LETKO, BROSSEAU & ASSOCIATES INC 1.01% of their portfolio MONTREAL, A8 646,677646.7k $47.4m $47.4m 1.01% Reduced -12.2k -12,175
74 BANK OF MONTREAL /CAN/ 0.03% of their portfolio TORONTO, A6 645,210645.2k $47.3m $47.3m 0.03% Reduced -61.8k -61,823
75 Verition Fund Management LLC 0.27% of their portfolio GREENWICH, CT 632,731632.7k $46.4m $46.4m 0.27% Reduced -123.6k -123,623
76 RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio NEW YORK, NY 599,486599.5k $43.9m $43.9m 0.07% Reduced -74.3k -74,300
77 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 580,143580.1k $42.5m $42.5m 0.01% Added +12.6k +12,591
78 Fayez Sarofim & Co 0.10% of their portfolio Houston, TX 535,516535.5k $39.2m $39.2m 0.10% Reduced -1.5k -1,470
79 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 526,440526.4k $38.6m $38.6m 0.01% Reduced -64.3k -64,288
80 Alyeska Investment Group, L.P. 0.15% of their portfolio CHICAGO, IL 515,419515.4k $37.8m $37.8m 0.15% Reduced -31.5k -31,460
81 Douglas Lane & Associates, LLC 0.56% of their portfolio NEW YORK, NY 514,477514.5k $37.7m $37.7m 0.56% Reduced -103.8k -103,839
82 NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio NEW YORK, NY 513,791513.8k $37.6m $37.6m 0.03% Added +36.4k +36,354
83 PENN DAVIS MCFARLAND INC 4.41% of their portfolio DALLAS, TX 509,246509.2k $37.3m $37.3m 4.41% Added +4.2k +4,217
84 GREAT LAKES ADVISORS, LLC 0.33% of their portfolio CHICAGO, IL 505,409505.4k $37.0m $37.0m 0.33% Reduced -442 -442
85 First Eagle Investment Management, LLC 0.08% of their portfolio NEW YORK, NY 495,132495.1k $36.3m $36.3m 0.08% Added +7.3k +7,292
86 Cullen Capital Management, LLC 0.39% of their portfolio New York, NY 460,039460.0k $33.7m $33.7m 0.39% Added +16.2k +16,185
87 Foundry Partners, LLC 1.77% of their portfolio MINNEAPOLIS, MN 456,454456.5k $33.4m $33.4m 1.77% Reduced -42.2k -42,183
88 KORNITZER CAPITAL MANAGEMENT INC /KS 0.67% of their portfolio SHAWNEE MISSION, KS 443,827443.8k $32.5m $32.5m 0.67% Added +1.5k +1,464
89 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 415,363415.4k $30.4m $30.4m 0.05% Reduced -44.7k -44,729
90 GABELLI FUNDS LLC 0.22% of their portfolio Rye, NY 394,550394.6k $28.9m $28.9m 0.22% Added +750 +750
91 Aventail Capital Group, LP 1.41% of their portfolio NEW YORK, NY 389,171389.2k $28.5m $28.5m 1.41% Reduced -110.8k -110,829
92 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 381,127381.1k $27.9m $27.9m 0.04% Added +13.1k +13,111
93 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 380,597380.6k $27.9m $27.9m 0.06% Added +112 +112
94 Crossmark Global Holdings, Inc. 0.49% of their portfolio HOUSTON, TX 378,225378.2k $27.7m $27.7m 0.49% Reduced -16.4k -16,367
95 Thomasville National Bank 2.01% of their portfolio THOMASVILLE, GA 375,480375.5k $27.5m $27.5m 2.01% Added +25.5k +25,527
96 HighTower Advisors, LLC 0.04% of their portfolio CHICAGO, IL 366,120366.1k $26.8m $26.8m 0.04% Reduced -65.7k -65,727
97 US BANCORP \DE\ 0.04% of their portfolio MINNEAPOLIS, MN 359,282359.3k $26.3m $26.3m 0.04% Reduced -8.0k -7,957
98 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 357,338357.3k $26.2m $26.2m 0.05% Reduced -65.1k -65,139
99 EVERETT HARRIS & CO /CA/ 0.33% of their portfolio LOS ANGELES, CA 353,847353.8k $25.9m $25.9m 0.33% Added +44.6k +44,578
100 STANSBERRY ASSET MANAGEMENT, LLC 3.06% of their portfolio Westlake, TX 347,792347.8k $25.5m $25.5m 3.06% Added +5.2k +5,226