Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SHELL PLC (SHEL)

1K + Investors. Track Smart Money conviction in SHEL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SHEL

Based on 1364 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SHEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,364 hedge funds hold SHEL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

664 buying547 selling
Last quarter: 664 funds bought or added vs 547 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+54 vs last Q)

new funds entering per quarter
Funds opening a new SHEL position: 142 → 108 → 105 → 159. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
902 out of 1,364 hedge funds have held SHEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~159 new funds/quarter

120 → 142 → 108 → 105 → 159 new funds/Q
New funds entering each quarter: 142 → 108 → 105 → 159. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Of 1,404 current holders: 932 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
37 of 1364 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SHEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SHEL

In 2025 Q4, 664 hedge funds were net buyers of SHEL (159 opened a new position, 505 added to an existing one), while 547 reduced or exited (462 trimmed, 85 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 61% of total institutional value in SHEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +74 funds (more new holders than closures). Total institutional holders: 1364.

Hedge Fund Ownership: SHEL

How many hedge funds hold SHEL — quarterly history vs. share price
Quarterly hedge fund ownership of SHEL vs. share price

Market Analysis: SHEL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHEL

Energy Oil & Gas Integrated

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

108 top-rated funds 12 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
6.2
/ 10
conviction
Hedge Fund Positioning: SHEL
2026 Q1 Stats Unlock in 8 days 1K + Investors

Track Smart Money conviction in SHEL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1404 1335 5.17%
13F Shares 365M 368M -0.83%
Total Value $26.16B $25.74B 1.62%
New Positions 159 107 +52
Increased Positions 553 528 +25
Closed Positions 89 107 -18
Reduced Positions 534 535 -1
Total Calls 25 27 -7.41%
Total Puts 23 27 -14.81%
PUT/CALL Ratio 0.92 1.0 Neutral

Statistics: SHEL

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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHEL. Verified SEC 13F-HR filings.

Top 25 institutional holders of SHEL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Connective Portfolio Management, LLC 7.60% 30,195 $2.8M
2 Drum Hill Capital, LLC 4.99% 58,378 $5.4M
3 ABC ARBITRAGE SA 4.92% 398,523 $37.1M
4 PENN DAVIS MCFARLAND INC 4.52% 497,080 $46.2M
5 Mawer Investment Management Ltd. 4.29% 7,120,336 $662.2M
6 American Assets Investment Management, LLC 4.11% 651,000 $60.5M
7 Israel Discount Bank of New York 3.96% 19,409 $1.8M
8 Eastover Investment Advisors LLC 3.91% 98,217 $9.1M
9 Eldred Rock Partners, LLC 3.87% 163,522 $15.2M
10 Hikari Power Ltd 2.77% 341,900 $32K
11 Allied Investment Advisors, LLC 2.67% 200,189 $18.6M
12 Shelter Mutual Insurance Co 2.35% 113,750 $10.6M
13 Mondrian Investment Partners LTD 2.24% 1,610,398 $149.8M
14 AUGUSTINE ASSET MANAGEMENT INC 2.18% 104,313 $9.7M
15 PCB Capital LLC 1.98% 16,770 $1.2M
16 EQUITY INVESTMENT CORP 1.96% 1,074,823 $100.0M
17 Unified Investment Management 1.76% 18,552 $1.7M
18 Westview Management dba Westview Investment Advisors 1.72% 35,503 $3.3M
19 XY Capital Ltd 1.65% 17,922 $1.7M
20 Glass Wealth Management Co LLC 1.59% 44,108 $4.1M
21 DMKC Advisory Services, LLC 1.59% 41,008 $3.8M
22 HF Advisory Group, LLC 1.55% 49,035 $4.6M
23 apricus wealth, LLC 1.54% 34,028 $3.2M
24 VIKING FUND MANAGEMENT LLC 1.53% 160,000 $14.9M
25 TruWealth Advisors, LLC 1.44% 322,819 $30.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SHELL PLC (SHEL)

What does the Smart Money Trend signal show for SHEL?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SHEL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHEL?

Slight buying edge — 55% buying: Last quarter: 664 funds bought or added vs 547 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHEL holders?

Elite ownership — 61% AUM from top-100 funds: 37 of 1364 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in SHEL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHEL?

66% of holders stayed for 2+ years: 902 out of 1,364 hedge funds have held SHEL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.