2 tracked superinvestors hold SHELL PLC (SHEL.L), worth $937M combined, led by First Eagle. Smart money is accumulating SHEL.L as of the latest 13F filings.
Current price
$3036.50
Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids; markets and transports oil and gas; produces…
Market cap
$183.9B
P/E
14.82
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$937M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating SHEL.L: 2 funds added or opened versus 0 trimming. 2 opened a brand-new position.
SHELL PLC (SHEL.L) appears mainly in diversified and quant books here (2 funds, $937M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to First Eagle at 1.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 2 funds opened a brand-new position (First Eagle, Joel Tillinghast), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.3% | $791M | |
| New buy | 0.6% | $146M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SHEL.L?
2 tracked funds hold SHELL PLC (SHEL.L), the largest being First Eagle (First Eagle Global) at 1.3% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SHEL.L?
In the most recent 13F quarter, 2 tracked funds added or opened SHEL.L and 0 trimmed it, including 2 brand-new positions.
How much SHEL.L do tracked funds hold?
Combined disclosed long exposure to SHEL.L across tracked superinvestors is $937M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.