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
↓ -60
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — SHEL

Based on 1532 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SHEL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
1,532 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 — +12% more funds vs a year ago

fund count last 6Q
+161 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

697 buying742 selling
Last quarter: 742 funds reduced or exited vs 697 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-123 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 117 → 169 → 251 → 128. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 18% medium ■ 17% new
1,008 out of 1,532 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.
💎

Buying through price weakness — shares +1%, value -16%

Value
-15%
Shares
+0%
Last quarter: funds added +1% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

120 → 117 → 169 → 251 → 128 new funds/Q
New funds entering each quarter: 117 → 169 → 251 → 128. A growing number of institutions are discovering SHEL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

■ 68% veterans ■ 12% 1-2yr ■ 20% new
Entry-cohort mix of 1,578 holders: 1,073 (68%) are 2+ year veterans, 191 entered 1–2 years ago, and 314 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
56 of 1525 holders are among the 100 largest funds by AUM, controlling 68% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q2, 697 hedge funds were net buyers of SHEL (128 opened a new position, 569 added to an existing one), while 742 reduced or exited (554 trimmed, 188 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 68% of total institutional value in SHEL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -60 funds (more exits than new entries). Total institutional holders: 1532.

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.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 12 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
4.9
/ 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 Q2) Prior (2026 Q1) Change
Funds Holding 1515 1592 -4.84%
13F Shares 386M 384M 0.7%
Total Value $28.82B $34.16B -15.65%
New Positions 126 251 -125
Increased Positions 559 524 +35
Closed Positions 196 108 +88
Reduced Positions 533 521 +12
Total Calls 28 29 -3.45%
Total Puts 25 24 4.17%
PUT/CALL Ratio 0.89 0.83 Neutral

Statistics: SHEL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Wgi Dm, LLC 27.55% 4,106,198 $318.4M
2 Standard Investments LLC 9.84% 2,450,000 $190.0M
3 Drum Hill Capital, LLC 4.57% 57,717 $4.5M
4 Foresight Global Investors, Inc. 4.55% 96,767 $7.5M
5 Mawer Investment Management Ltd. 4.22% 8,013,792 $621.4M
6 Penn Davis Mcfarland Inc 3.38% 489,575 $38.0M
7 Hiddenite Capital Partners LP 3.33% 500,000 $38.8M
8 XY Capital Ltd 3.21% 42,854 $3.3M
9 Abc Arbitrage SA 3.17% 378,254 $29.3M
10 LDIC Inc. 3.10% 63,844 $5.0M
11 American Assets Investment Management, LLC 3.06% 651,000 $50.5M
12 Eastover Investment Advisors LLC 3.03% 99,175 $7.7M
13 Langley Wealth Management, LLC 2.92% 5,717 $443K
14 Capricorn Fund Managers Ltd 2.81% 459,200 $35.6M
15 Israel Discount Bank of New York 2.79% 19,409 $1.5M
16 Eldred Rock Partners, LLC 2.72% 163,231 $12.7M
17 Brookmont Capital Management 2.50% 60,194 $4.7M
18 Hedges Asset Management LLC 2.47% 48,500 $3.8M
19 Orbis Allan Gray Ltd 2.36% 8,847,436 $686.0M
20 Harding Loevner LP 2.23% 2,810,624 $237.4M
21 Cutler Capital Management, LLC 2.20% 109,361 $8.5M
22 Milford Funds Ltd 2.06% 1,629,520 $126.4M
23 Allied Investment Advisors, LLC 1.99% 204,343 $15.8M
24 P.A.W. Capital Corp 1.94% 32,670 $2.5M
25 Mondrian Investment Partners LTD 1.93% 1,617,230 $125.4M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SHEL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SHEL?

More sellers than buyers — 48% buying: Last quarter: 742 funds reduced or exited vs 697 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for SHEL holders?

Elite ownership — 68% AUM from top-100 funds: 56 of 1525 holders are among the 100 largest funds by AUM, controlling 68% 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: 1,008 out of 1,532 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.

Full history →