Shell (CHIX:SHELL) Institutional Ownership: 40.93% (As of Jul. 20, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

CHIX:SHELL Shell PLC CHIX:SHELL
78 GF Score
Price £32.30
GF Value £27.88
Valuation Modestly Overvalued
! 5 Warning Signs
View Full Analysis

What is Shell Institutional Ownership?

Shell CHIX:SHELL +2.21% 78 Institutional Ownership is 40.93% as of Jul. 20, 2026. GuruFocus rates CHIX:SHELL with a GF Score™ of 78/100 and a GF Value™ of £27.88 (Modestly Overvalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Shell's institutional ownership is 40.93%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Shell's Insider Ownership is 0.00%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Shell's Float Percentage Of Total Shares Outstanding is 0.00%.


Shell Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Shell's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Shell Institutional Ownership Chart

Shell Historical Data

The historical data trend for Shell can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 40.44 40.04 40.40 40.00 39.92 40.28 41.20 41.14 41.40 40.93
CHIX:SHELL
78GF Score
Shell PLC CHIX:SHELL
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Shell Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 40.93% mean?
Shell (CHIX:SHELL) has a Institutional Ownership of 40.93% as of Jul. 20, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Shell and its competitors.
Is Shell's Institutional Ownership too high?
Shell's current Institutional Ownership is 40.93%. Overall, Shell has a GF Score™ of 78/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Shell's Institutional Ownership compare to XOM and CVX?
Shell's Institutional Ownership of 40.93% can be compared against companies in the Oil & Gas industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Oil & Gas company?
A good Institutional Ownership depends on the Oil & Gas industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Shell and its competitors. Shell's current Institutional Ownership is 40.93%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Shell stock overvalued right now?
Based on GuruFocus' analysis, Shell (CHIX:SHELL) is currently considered Modestly Overvalued. The stock's GF Value™ is £27.88, compared to a current price of £32.30 — trading 15.8% above its estimated fair value. The current Institutional Ownership is 40.93%. Shell's overall GF Score™ is 78/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Shell (CHIX:SHELL), the current Institutional Ownership is 40.93% as of Jul. 20, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Shell (CHIX:SHELL) Overvalued in 2026?

Based on GuruFocus' analysis, Shell stock appears to be overvalued. The current stock price of £32.30 is trading 15.8% above its estimated GF Value™ of £27.88. GuruFocus considers Shell to be Modestly Overvalued.

Key valuation signals for CHIX:SHELL:

  • Institutional Ownership: 40.93%
  • GF Value™: £27.88 vs. price of £32.30 (15.8% above fair value)
  • GF Score™: 78/100 with 5 warning signs

No single metric tells the full story. See the CHIX:SHELL stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Shell Business Description

Industry EnergyOil & Gas
Address Shell Centre, London, GBR, SE1 7NA
Shell is an integrated oil and gas company that explores for, produces, and refines oil around the world. In 2025, it produced 1.5 million barrels of liquids and 7.3 billion cubic feet of natural gas per day. At year-end 2025, reserves stood at 8.1 billion barrels of oil equivalent, 44% of which consisted of liquids. Its production and reserves are in Europe, Asia, Oceania, Africa, and North and South America. The company operates refineries with a capacity of 1.4 mmb/d located in the Americas, Asia, and Europe, and sells about 9 million tons per year of chemicals. Its largest chemical plants, often integrated with its local refineries, are in Northwestern Europe, China, and North America.
78GF Score

Get the complete analysis for CHIX:SHELL

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

£32.30
Price
£27.88
GF Value