Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Shell plc (SHEL)

2K + 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
↑ +143
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — SHEL

Based on 1589 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
1,589 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 — +16% more funds vs a year ago

fund count last 6Q
+214 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

778 buying642 selling
Last quarter: 778 funds bought or added vs 642 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 (+81 vs last Q)

new funds entering per quarter
Funds opening a new SHEL position: 119 → 116 → 168 → 249. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
972 out of 1,589 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.
💰

Value +28% but shares only +3% — price-driven

Value
+28%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +3%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

150 → 119 → 116 → 168 → 249 new funds/Q
New funds entering each quarter: 119 → 116 → 168 → 249. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 1,634 holders: 1,065 (65%) are 2+ year veterans, 205 entered 1–2 years ago, and 364 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
55 of 1581 holders are among the 100 largest funds by AUM, controlling 67% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2026 Q1, 778 hedge funds were net buyers of SHEL (249 opened a new position, 529 added to an existing one), while 642 reduced or exited (536 trimmed, 106 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 67% of total institutional value in SHEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +143 funds (more new holders than closures). Total institutional holders: 1589.

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

-- --

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

Is It Too Late to Buy Shell plc (SHEL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHEL has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
SHEL
-7.6%
XLE
-6.1%

SHEL outperformed XLE by -1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
SHEL
+1.5%
XLE
-3.2%

Since the filing became public, SHEL outperformed XLE by +4.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

64 top-rated funds 13 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: SHEL
2K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1573 1446 8.78%
13F Shares 384M 372M 3.15%
Total Value $34.14B $26.58B 28.42%
New Positions 243 168 +75
Increased Positions 522 514 +8
Closed Positions 116 91 +25
Reduced Positions 516 481 +35
Total Calls 29 25 16.0%
Total Puts 24 23 4.35%
PUT/CALL Ratio 0.83 0.92 Neutral

Statistics: SHEL

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

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

QUARTER:
Top 25 SHEL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wgi Dm, LLC 39.52% 4,247,478 $395.0M
2 Standard Investments LLC 12.46% 2,450,000 $227.8M
3 Turas Capital Management LP 9.10% 383,300 $35.6M
4 Connective Portfolio Management, LLC 7.60% 30,195 $2.8M
5 Foresight Global Investors, Inc. 5.82% 96,405 $9.0M
6 Drum Hill Capital, LLC 4.99% 58,378 $5.4M
7 Abc Arbitrage SA 4.92% 398,523 $37.1M
8 Penn Davis Mcfarland Inc 4.52% 497,080 $46.2M
9 Milford Funds Ltd 4.31% 2,209,496 $205.5M
10 Mawer Investment Management Ltd. 4.29% 7,120,336 $662.2M
11 American Assets Investment Management, LLC 4.11% 651,000 $60.5M
12 Israel Discount Bank of New York 3.96% 19,409 $1.8M
13 Eastover Investment Advisors LLC 3.91% 98,217 $9.1M
14 Eldred Rock Partners, LLC 3.87% 163,522 $15.2M
15 Intrepid Family Office LLC 3.76% 50,000 $4.7M
16 Empyrean Capital Partners, LP 3.46% 1,141,700 $106.2M
17 Brookmont Capital Management 3.16% 60,601 $5.6M
18 Cutler Capital Management, LLC 2.78% 110,701 $10.3M
19 Harding Loevner LP 2.74% 2,865,428 $266.4M
20 Allied Investment Advisors, LLC 2.67% 200,189 $18.6M
21 ClearAlpha Technologies LP 2.42% 12,664 $1.2M
22 Shelter Mutual Insurance Co 2.35% 113,750 $10.6M
23 Mondrian Investment Partners LTD 2.24% 1,610,398 $149.8M
24 Augustine Asset Management Inc 2.18% 104,313 $9.7M
25 Stansberry Asset Management, LLC 2.02% 211,587 $19.7M
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 — 2 quarters in a row: For 2 consecutive quarters, 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: 778 funds bought or added vs 642 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 — 67% AUM from top-100 funds: 55 of 1581 holders are among the 100 largest funds by AUM, controlling 67% 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?

61% of holders stayed for 2+ years: 972 out of 1,589 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.

Is it too late to buy Shell plc (SHEL) following the 2026 Q1 hedge fund 13F filings?

As of today, SHEL has moved +1.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to -3.2% for the XLE sector ETF — an outperformance of +4.7%. Since the quarter end (March 31, 2026), SHEL has gained -7.6% vs -6.1% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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