SHELL PLC (SHEL) — Hedge Fund Ownership Q1 2026
SHEL
- SHELL PLC (SHEL) is held by 5 of 84 tracked hedge funds, with Pzena Investment Management (1%) and First Eagle Investment Management (0.2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SHEL holdings came from First Eagle Investment Management (+21%) and Mairs & Power (+8%), highlighting conviction.
- The biggest decreases in SHEL holdings came from Pzena Investment Management (-2%) and Dodge & Cox (-0.4%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SHELL PLC (SHEL) by +2% vs the prior quarter and +4% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Pzena Investment Management Richard Pzena
|
0.97% | 3.2M | -2.47% | -11.02% | $297.3M | $93.00 | — |
| 2 |
First Eagle Investment Management
|
0.17% | 1.1M | +21.00% | +113.48% | $98.3M | $93.00 | — |
| 3 |
Semper Augustus Investments Group Christopher Bloomstran
|
0.06% | 5K | — | — | $462,024 | $93.00 | — |
| 4 |
Mairs & Power
|
0.01% | 8K | +8.37% | +8.37% | $756,276 | $93.00 | — |
| 5 |
Dodge & Cox
|
0.00% | 55K | -0.36% | -4.30% | $5.1M | $93.00 | — |
| 5 | Total | — | 4.3M | +2.44% | +3.95% | $401.9M | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.