Shell plc
SHEL- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001306965
No open-market purchases or sales by Shell plc insiders were filed in the last 90 days; 1,531 institutions reported holding it in 13F filings for Q2 2026, worth $28.8B in total; Semper Augustus is the only superinvestor holding it.
Other share classesRYDAF
13F holders, Q2 2024
Institutional positions in Shell plc as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,387
- +61 vs. Q1 2024
- Shares held
- 355.9M
- +19.3M (+5.7%) vs. Q1 2024
- Total value
- $25.6B
- +$3.10B (+13.7%) vs. Q1 2024
- New holders
- 124
- 505 more added
- Sold out
- 63
- 457 more reduced
19 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,531 | $28.8B |
| Q1 2026 | 1,596 | $34.5B |
| Q4 2025 | 1,456 | $26.5B |
| Q3 2025 | 1,393 | $25.9B |
| Q2 2025 | 1,396 | $26.6B |
| Q1 2025 | 1,418 | $28.5B |
| Q4 2024 | 1,383 | $23.8B |
| Q3 2024 | 1,354 | $23.8B |
| Q2 2024 | 1,387 | $25.6B |
| Q1 2024 | 1,345 | $22.6B |
| Q4 2023 | 1,315 | $21.6B |
| Q3 2023 | 1,265 | $21.0B |
| Q2 2023 | 1,205 | $18.6B |
| Q1 2023 | 1,194 | $17.3B |
| Q4 2022 | 1,185 | $15.9B |
| Q3 2022 | 1,099 | $14.2B |
| Q2 2022 | 1,125 | $15.3B |
| Q1 2022 | 988 | $15.3B |
| Q4 2021 | 12 | $8.81M |
| Q3 2021 | 6 | $175.1K |
| Q2 2021 | 5 | $154.5K |
| Q1 2021 | 5 | $149.9K |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 62,043,596 | $4.48B | 0.29% | +14,243,937+29.8% | Added |
| Fisher Asset Management, LLC | 24,023,336 | $1.73B | 0.75% | +611,162+2.6% | Added |
| Dimensional Fund Advisors LP | 22,722,317 | $1.64B | 0.43% | +96,549+0.4% | Added |
| Eagle Capital Management LLC | 15,140,877 | $1.09B | 4.05% | −741,296−4.7% | Reduced |
| Morgan Stanley | 11,139,188 | $804.0M | 0.06% | +1,148,827+11.5% | Added |
| Orbis Allan Gray Ltd | 10,479,098 | $756.4M | 4.71% | +157,300+1.5% | Added |
| Bank of America Corp | 9,536,919 | $688.4M | 0.07% | −90,492−0.9% | Reduced |
| BlackRock Inc. | 8,391,334 | $605.7M | 0.01% | −436,063−4.9% | Reduced |
| Wellington Management Group LLP | 8,134,790 | $587.2M | 0.10% | −109,167−1.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,049,951 | $508.9M | 1.78% | +175,746+2.6% | Added |
| Price T Rowe Associates Inc | 6,589,069 | $475.6M | 0.06% | −126,009−1.9% | Reduced |
| Franklin Resources Inc | 5,917,308 | $427.1M | 0.13% | −361,931−5.8% | Reduced |
| 40 North Management LLC | 5,480,000 | $395.5M | 23.00% | +355,000+6.9% | Added |
| Mawer Investment Management Ltd. | 4,860,539 | $350.8M | 1.66% | −238,224−4.7% | Reduced |
| Goldman Sachs Group Inc | 4,395,400 | $317.3M | 0.06% | +25,087+0.6% | Added |
| D. E. Shaw & Co., Inc. | 4,151,988 | $299.7M | 0.42% | −83,719−2.0% | Reduced |
| Millennium Management LLC | 4,073,232 | $294.0M | 0.24% | −1,072,290−20.8% | Reduced |
| Royal Bank of Canada | 3,797,486 | $274.1M | 0.07% | +156,325+4.3% | Added |
| Pzena Investment Management LLC | 3,692,200 | $266.5M | 0.94% | −201,239−5.2% | Reduced |
| Harding Loevner LP | 3,190,784 | $230.3M | 1.27% | +2,849,070+833.8% | Added |
| GQG Partners LLC | 3,118,507 | $225.1M | 0.34% | +3,114,772+83,394.2% | Added |
| Rockefeller Capital Management L.P. | 3,078,991 | $222.2M | 0.63% | −289,676−8.6% | Reduced |
| Lord, Abbett & Co. LLC | 3,061,661 | $221.0M | 0.72% | +18,548+0.6% | Added |
| Holocene Advisors, LP | 2,906,663 | $209.8M | 0.88% | −661,575−18.5% | Reduced |
| Northern Trust Corp | 2,734,531 | $197.4M | 0.03% | +21,556+0.8% | Added |
| Westwood Global Investments, LLC | 2,546,523 | $183.8M | 9.16% | +100,379+4.1% | Added |
| Wells Fargo & Company | 2,544,956 | $183.7M | 0.05% | −10,392−0.4% | Reduced |
| Amundi | 2,393,959 | $174.8M | 0.07% | +49,463+2.1% | Added |
| Nuveen Asset Management, LLC | 2,412,575 | $174.1M | 0.05% | −178,690−6.9% | Reduced |
| Envestnet Asset Management Inc | 2,248,366 | $162.3M | 0.06% | +136,139+6.4% | Added |
| Pale Fire Capital SE | 2,212,003 | $159.7M | 18.00% | −429,089−16.2% | Reduced |
| Empyrean Capital Partners, LP | 2,100,000 | $151.6M | 9.22% | +2,100,000 | New |
| Point72 Asset Management, L.P. | 1,859,576 | $134.2M | 0.43% | −946,173−33.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $134.1M | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,846,672 | $133.3M | 0.15% | +29,344+1.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,840,690 | $132.9M | 0.42% | +5,799+0.3% | Added |
| Invesco Ltd. | 1,813,592 | $130.9M | 0.03% | −212,346−10.5% | Reduced |
| Mondrian Investment Partners LTD | 1,707,857 | $125.0M | 1.93% | −480,015−21.9% | Reduced |
| Voloridge Investment Management, LLC | 1,715,681 | $123.8M | 0.46% | +1,005,658+141.6% | Added |
| Raymond James & Associates | 1,698,247 | $122.6M | 0.08% | +673,624+65.7% | Added |
| Natixis Advisors, L.P. | 1,497,096 | $108.1M | 0.23% | +80,670+5.7% | Added |
| JPMorgan Chase & Co | 1,485,711 | $107.2M | 0.01% | +84,325+6.0% | Added |
| Mackenzie Financial Corp | 1,447,379 | $104.5M | 0.16% | −125,416−8.0% | Reduced |
| Brandes Investment Partners, LP | 1,447,449 | $104.3M | 1.28% | +9,609+0.7% | Added |
| UBS Group AG | 1,403,384 | $101.3M | 0.03% | +117,334+9.1% | Added |
| Alliancebernstein L.P. | 1,401,804 | $101.2M | 0.04% | +73,399+5.5% | Added |
| Van Eck Associates Corp | 1,390,488 | $100.4M | 0.14% | +400,950+40.5% | Added |
| Silvercrest Asset Management Group LLC | 1,378,361 | $99.5M | 0.68% | −55,021−3.8% | Reduced |
| Bank of Montreal | 1,295,389 | $93.5M | 0.05% | +452,061+53.6% | Added |
| Skye Global Management LP | 1,217,652 | $87.9M | 1.99% | +453,652+59.4% | Added |
| Todd Asset Management LLC | 1,207,401 | $87.1M | 1.81% | −1,618−0.1% | Reduced |
| Balyasny Asset Management LLC | 1,144,656 | $82.6M | 0.21% | −755,127−39.7% | Reduced |
| Two Sigma Investments, LP | 1,135,653 | $82.0M | 0.19% | +529,147+87.2% | Added |
| Merewether Investment Management, LP | 1,095,764 | $79.1M | 4.17% | −34,200−3.0% | Reduced |
| Jennison Associates LLC | 1,046,527 | $75.5M | 0.05% | −55,722−5.1% | Reduced |
| Brandywine Global Investment Management, LLC | 1,028,628 | $74.2M | 0.55% | −35,926−3.4% | Reduced |
| Pacer Advisors, Inc. | 970,418 | $70.0M | 0.16% | −9,246−0.9% | Reduced |
| Equity Investment Corp | 962,354 | $69.5M | 1.77% | −26,155−2.6% | Reduced |
| Energy Income Partners, LLC | 902,307 | $65.1M | 1.45% | −216,422−19.3% | Reduced |
| The PNC Financial Services Group, Inc. | 875,490 | $63.2M | 0.04% | +211,062+31.8% | Added |
| Letko, Brosseau & Associates Inc | 871,697 | $62.9M | 1.19% | −15,380−1.7% | Reduced |
| CIBC Private Wealth Group, LLC | 822,701 | $59.8M | 0.11% | +12,157+1.5% | Added |
| Alyeska Investment Group, L.P. | 828,835 | $59.8M | 0.35% | −654,226−44.1% | Reduced |
| Russell Investments Group, Ltd. | 821,644 | $59.3M | 0.10% | +75,277+10.1% | Added |
| Boston Partners | 818,304 | $59.1M | 0.07% | −31,601−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 806,703 | $58.2M | 0.83% | −42,777−5.0% | Reduced |
| American Century Companies Inc | 787,069 | $56.8M | 0.03% | +53,209+7.3% | Added |
| Capital Research Global Investors | 767,922 | $55.4M | 0.01% | −1,245,862−61.9% | Reduced |
| LPL Financial LLC | 743,891 | $53.7M | 0.03% | +55,297+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 736,170 | $53.1M | 0.48% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 711,854 | $51.4M | 0.10% | −6,012−0.8% | Reduced |
| 1832 Asset Management L.P. | 705,771 | $50.9M | 0.09% | +457,344+184.1% | Added |
| Two Sigma Advisers, LP | 704,600 | $50.9M | 0.11% | +397,800+129.7% | Added |
| Causeway Capital Management LLC | 704,593 | $50.9M | 1.39% | +163,364+30.2% | Added |
| Verition Fund Management LLC | 604,724 | $43.6M | 0.34% | +227,843+60.5% | Added |
| Neuberger Berman Group LLC | 548,376 | $39.6M | 0.03% | +54,331+11.0% | Added |
| Great Lakes Advisors, LLC | 533,020 | $38.5M | 0.34% | +24,795+4.9% | Added |
| Bank of New York Mellon Corp | 531,676 | $38.4M | 0.01% | −141,458−21.0% | Reduced |
| Senator Investment Group LP | 516,400 | $37.3M | 1.82% | −121,647−19.1% | Reduced |
| Yaupon Capital Management LP | 512,040 | $37.0M | 3.30% | +49,695+10.7% | Added |
| Foundry Partners, LLC | 505,523 | $36.5M | 1.96% | +111,633+28.3% | Added |
| Penn Davis McFarland Inc | 505,522 | $36.5M | 5.64% | −19,002−3.6% | Reduced |
| Ameriprise Financial Inc | 490,356 | $35.4M | 0.01% | −71,539−12.7% | Reduced |
| CI Private Wealth, LLC | 481,147 | $34.7M | 0.06% | +34,103+7.6% | Added |
| Kornitzer Capital Management Inc | 476,743 | $34.4M | 0.65% | −4,983−1.0% | Reduced |
| HighTower Advisors, LLC | 460,321 | $33.2M | 0.05% | −41,533−8.3% | Reduced |
| Cullen Capital Management LLC | 453,331 | $32.7M | 0.38% | +1,045+0.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 445,571 | $32.2M | 0.08% | +23,844+5.7% | Added |
| Fayez Sarofim & Co | 442,616 | $31.9M | 0.09% | +232,644+110.8% | Added |
| Commonwealth Equity Services, LLC | 429,160 | $31.0M | 0.05% | −32,136−7.0% | Reduced |
| TruWealth Advisors, LLC | 426,499 | $30.8M | 2.05% | +3,622+0.9% | Added |
| Gabelli Funds LLC | 414,100 | $29.9M | 0.23% | −300−0.1% | Reduced |
| First Eagle Investment Management, LLC | 411,909 | $29.7M | 0.07% | +38,426+10.3% | Added |
| US Bancorp | 411,373 | $29.7M | 0.04% | +72,439+21.4% | Added |
| Groupama Asset Managment | 787,212 | $28.2M | 0.58% | +116,565+17.4% | Added |
| Optiver Holding B.V. | 359,351 | $25.9M | 0.50% | +359,351 | New |
| Cresset Asset Management, LLC | 358,792 | $25.9M | 0.11% | +10,656+3.1% | Added |
| Huber Capital Management LLC | 357,689 | $25.8M | 5.87% | −15,500−4.2% | Reduced |
| CIBC World Markets Inc. | 356,034 | $25.7M | 0.06% | −21,825−5.8% | Reduced |
| Hikari Power Ltd | 341,900 | $24.7M | 2.23% | 00.0% | Unchanged |