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Livermore
Livermore
ZHEN

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

Q2 2024 vs. Q1 2024

How the institutions holding Shell plc changed between Q1 2024 and Q2 2024.

All holders in Q2 2024All holders in Q1 2024

13F holders of SHEL: Q1 2024 compared with Q2 2024
MeasureQ1 2024Of which not filed for Q2 2024Q2 2024Change
Holders1,345191,387+61
Shares336.9M327.3K355.9M+19.3M (+5.7%)
Value$22.6B$22.0M$25.6B+$3.10B (+13.7%)

19 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (124)

Institutions that held Shell plc at the end of Q2 2024 but not at the end of Q1 2024.

Showing the largest 100 of 124 by value.

Institutions new to SHEL in Q2 2024
InstitutionSharesValue% of portfolio
Empyrean Capital Partners, LP2,100,000$151.6M9.22%
Optiver Holding B.V.359,351$25.9M0.50%
Ruffer LLP220,000$15.9M0.68%
Governors Lane LP207,000$14.9M2.32%
Manning & Napier Advisors LLC186,937$13.5M0.15%
Sanctuary Advisors, LLC143,369$10.5M0.08%
Mirae Asset Global ETFs Holdings Ltd.129,425$9.34M0.02%
Interval Partners, LP84,931$6.13M0.18%
Trexquant Investment LP74,527$5.38M0.08%
Kimelman & Baird, LLC70,176$5.07M0.42%
Soltis Investment Advisors LLC62,561$4.52M0.48%
Aviso Financial Inc.52,455$3.79M0.21%
Meritage Portfolio Management48,742$3.52M0.22%
Frank, Rimerman Advisors LLC45,118$3.26M0.23%
DRW Securities, LLC39,000$2.82M0.17%
Acadian Asset Management LLC38,244$2.76M0.01%
Lockheed Martin Investment Management Co35,700$2.58M0.15%
Coppell Advisory Solutions LLC31,109$2.25M0.37%
Strategic Wealth Partners, Ltd.26,293$1.90M0.20%
Flow Traders U.S. LLC25,826$1.86M0.09%
Privium Fund Management (UK) Ltd23,856$1.74M0.68%
Foresight Global Investors, Inc.20,394$1.47M0.71%
Lee Danner & Bass Inc13,556$978.0K0.08%
Garrett Wealth Advisory Group, LLC13,215$953.9K0.35%
Taika Capital, LP10,470$755.7K0.60%
Simplex Trading, LLC10,143$732.0K0.02%
Core Wealth Partners LLC9,050$653.2K0.45%
Hardin Capital Partners, LLC8,582$619.4K0.40%
Orion Investment Co8,005$577.8K0.23%
Axiom Advisory, LLC8,029$573.8K0.01%
Resources Investment Advisors, LLC.7,693$555.3K0.01%
Legacy Capital Wealth Partners, LLC7,352$530.7K0.14%
Legacy Advisors, LLC7,115$513.6K0.06%
Westover Capital Advisors, LLC7,000$505.3K0.13%
Burke & Herbert Bank & Trust Co6,910$498.8K0.12%
Cromwell Holdings LLC6,552$472.9K0.28%
AMG National Trust Bank6,402$462.1K0.01%
Congress Wealth Management LLC6,030$435.2K0.01%
Hardy Reed LLC5,901$425.9K0.04%
CFS Investment Advisory Services, LLC5,596$404.0K0.03%
Howard Capital Management Inc.5,505$397.4K0.04%
Thurston, Springer, Miller, Herd & Titak, Inc.5,437$392.6K0.12%
Cordatus Wealth Management LLC5,344$386.0K0.14%
Fielder Capital Group LLC5,347$385.9K0.15%
Fiduciary Financial Group, LLC5,223$379.6K0.09%
Lynx Investment Advisory4,991$360.3K0.27%
Wintrust Investments LLC4,637$335.0K0.03%
Braun-Bostich & Associates Inc.4,232$305.5K0.23%
Journey Strategic Wealth LLC4,130$298.1K0.01%
Advisors Preferred, LLC3,939$287.0K0.05%
Sargent Investment Group, LLC3,924$283.2K0.06%
Alera Investment Advisors, LLC3,873$279.6K0.03%
Signature Estate & Investment Advisors LLC3,854$278.2K0.01%
Ashton Thomas Securities, LLC3,825$277.7K0.07%
Capstone Investment Advisors, LLC3,757$271.2K0.01%
Diversify Wealth Management, LLC3,610$252.7K0.03%
Old Port Advisors3,431$247.7K0.07%
Werba Rubin Papier Wealth Management3,428$247.4K0.07%
Clark Capital Management Group, Inc.3,427$247.4K0.00%
Golden State Equity Partners3,381$244.1K0.05%
Riverbridge Partners LLC3,365$242.9K0.00%
Gibbs Wealth Management3,346$241.5K0.10%
Clarity Financial LLC3,303$238.4K0.04%
Klingman & Associates, LLC3,264$235.6K0.02%
Badgley Phelps Wealth Managers, LLC3,187$230.0K0.01%
Retirement Investment Advisors, Inc.3,130$225.9K0.03%
Warther Private Wealth, LLC3,099$223.7K0.09%
Cassaday & Co Wealth Management LLC3,078$222.1K0.01%
Birchcreek Wealth Management, LLC3,052$220.3K0.12%
Gladstone Institutional Advisory LLC3,040$219.5K0.01%
Zega Financial, LLC3,040$219.4K0.08%
Hudock, Inc.3,027$218.5K0.04%
Addison Capital Co3,023$218.2K0.09%
IFG Advisory, LLC3,001$216.6K0.01%
Wedgewood Investors Inc3,000$216.5K0.26%
Riversedge Advisors, LLC2,988$215.7K0.05%
RPg Family Wealth Advisory, LLC2,978$215.0K0.07%
Meridian Investment Counsel Inc.2,977$214.9K0.07%
Choice Wealth Advisors, LLC2,976$214.8K0.11%
Buckingham Strategic Partners2,968$214.2K0.01%
Claro Advisors LLC2,967$214.2K0.03%
Schaper Benz & Wise Investment Counsel Inc2,965$214.0K0.02%
Nations Financial Group Inc,2,962$213.8K0.02%
North Ridge Wealth Advisors, Inc.2,952$213.1K0.16%
Altfest L J & Co Inc2,929$211.0K0.03%
Plan Group Financial, LLC2,901$209.4K0.13%
Stonebridge Capital Management Inc2,876$208.0K0.09%
Avenue 1 Advisors, LLC2,873$207.4K0.08%
Folger Nolan Fleming Douglas Capital Management, Inc2,854$206.0K0.02%
Family Firm, Inc.2,843$205.2K0.05%
Interchange Capital Partners, LLC2,843$205.2K0.08%
Northwest Bancshares, Inc.2,821$203.6K0.03%
CMG Global Holdings, LLC2,818$203.4K0.13%
David Loasby2,760$201.3K0.02%
Petra Financial Advisors Inc2,772$200.1K0.14%
Appleton Partners Inc2,772$200.0K0.02%
Boit C F David2,000$144.4K0.08%
Strengthening Families & Communities, LLC1,846$133.0K0.04%
Ashton Thomas Private Wealth, LLC1,684$121.6K0.01%
Opal Wealth Advisors, LLC1,281$92.5K0.03%

Sold out (63)

Institutions that held Shell plc at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of SHEL in Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Arrowstreet Capital, Limited Partnership1,616,408$108.4M
Qube Research & Technologies Ltd347,139$23.3M
SPX Equities Gestao de Recursos Ltda210,680$14.1M
Mirae Asset Global Investments Co., Ltd.116,199$7.79M
Covalis Capital LLP98,313$6.59M
Hohimer Wealth Management, LLC90,002$6.03M
Carlson Capital L P85,000$5.70M
Miller Howard Investments Inc80,000$5.36M
HAP Trading, LLC37,441$2.51M
HRT Financial LP22,145$1.48M
Lincoln National Corp15,699$1.05M
Fox Run Management, L.L.C.14,788$991.4K
Coronation Fund Managers Ltd.14,133$947.5K
Radnor Capital Management, LLC13,342$894.0K
Ironsides Asset Advisors, LLC11,845$794.1K
GFG Capital, LLC11,824$792.7K
ETF Store, Inc.11,642$780.5K
Evoke Wealth, LLC11,605$778.0K
Nwam LLC10,635$759.8K
Retirement Planning Co of New England, Inc.10,844$727.0K
Baker Tilly Wealth Management, LLC9,636$646.0K
Dynasty Wealth Management, LLC9,546$640.0K
Atom Investors LP9,435$632.5K
Strategic Planning Group, LLC9,232$619.0K
Mitchell Sinkler & Starr8,330$558.4K
FORA Capital, LLC6,959$466.5K
AlphaQ Advisors LLC5,438$364.6K
Mengis Capital Management, Inc.4,910$329.2K
FDx Advisors, Inc.4,537$304.0K
SG Americas Securities, LLC4,471$300.0K
Sutton Place Investors LLC4,262$285.7K
First Citizens Bank & Trust Co4,116$275.9K
Green Square Capital Advisors LLC4,111$275.6K
JGP Global Gestao de Recursos Ltda.3,975$266.5K
Squarepoint Ops LLC3,845$257.8K
Clear Harbor Asset Management, LLC3,746$251.1K
MBE Wealth Management, LLC3,679$246.6K
Fiera Capital Corp3,624$243.0K
OneAscent Financial Services LLC3,338$224.0K
Bayesian Capital Management, LP3,300$221.2K
Bell & Brown Wealth Advisors, LLC3,151$211.3K
Sprott Inc.3,100$207.8K
Symphony Financial, Ltd. Co.3,075$206.2K
Tower Research Capital LLC (TRC)2,658$178.2K
Walleye Trading LLC1,528$102.4K
CoreCap Advisors, LLC1,526$102.3K
Fernwood Investment Management, LLC1,077$72.2K
CoreFirst Bank & Trust439$29.4K
Impact Partnership Wealth, LLC250$16.8K
FRG Family Wealth Advisors LLC200$14.3K
Sofos Investments, Inc.213$14.2K
Private Ocean, LLC207$13.9K
Truvestments Capital LLC207$13.9K
Future Financial Wealth Managment LLC200$13.4K
Mine & Arao Wealth Creation & Management, LLC.200$13.4K
Barometer Capital Management Inc.149$10.7K
Bullock Wealth Management Group113$7.67K
TruNorth Capital Management, LLC113$7.58K
Financial Synergies Wealth Advisors, Inc.104$6.95K
Pacific Capital Wealth Advisors, Inc79$5.30K
Caitlin John, LLC23$1.54K
Richard W. Paul & Associates, LLC22$1.48K
Global Assets Advisory, LLC34,096$502

Not filed for Q2 2024 yet (19)

Institutions that held Shell plc at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SHEL in Q1 2024 that haven't filed for Q2 2024
InstitutionShares, Q1 2024Value, Q1 2024
Manning & Napier Group, LLC154,707$10.4M
Credential Qtrade Securities Inc.53,175$3.56M
Coppell Advisory Solutions Corp.31,679$2.12M
Atlas Private Wealth Management21,620$1.45M
Grey Street Capital, LLC12,248$821.1K
CWA Asset Management Group, LLC9,514$637.8K
Summit Financial Group Inc6,910$463.2K
Cambridge Trust Co6,470$433.7K
Cubic Asset Management, LLC6,180$414.3K
Steward Partners Investment Solutions, LLC5,681$380.8K
KLR Investment Advisors, LLC5,210$377.2K
Wilbanks Smith & Thomas Asset Management LLC4,615$309.4K
Keating Wealth Management LLC4,165$279.2K
Imprint Wealth LLC3,495$237.4K
Highlander Capital Management, LLC800$53.6K
Pflug Koory, LLC517$34.7K
Retirement Group, LLC146$9.79K
FSA Wealth Management LLC100$6.70K
Cutler Group LP45$3.00K