Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2024: 1,387 institutions

Value heldQ2 2024: $25.6B

Institutions holding SHEL and their total value by quarter
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.

Institutions holding SHEL in Q2 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Hallmark Capital Management Inc	0	$19	0.00%	0	Unchanged
McClarren Financial Advisors, Inc.	144	$44	0.03%	−489−77.3%	Reduced
Manchester Capital Management LLC	2	$145	0.00%	00.0%	Unchanged
Valued Wealth Advisors LLC	6	$459	0.00%	00.0%	Unchanged
Gould Capital, LLC	10	$722	0.00%	00.0%	Unchanged
Covestor Ltd	7	$1.00K	0.00%	−3−30.0%	Reduced
MeadowBrook Investment Advisors LLC	17	$1.23K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	19	$1.37K	0.00%	+19	New
Brown Financial Advisors	23	$1.66K	0.00%	+23	New
DAGCO, Inc.	30	$2.17K	0.00%	00.0%	Unchanged
Slocum, Gordon & Co LLP	30	$2.17K	0.00%	+30	New
Quintet Private Bank (Europe) S.A.	28	$2.31K	0.00%	+1+3.7%	Added
EnRich Financial Partners LLC	33	$2.38K	0.00%	+33	New
Thomas J. Herzfeld Advisors, Inc.	36	$2.60K	0.00%	+36	New
Cassady Schiller Wealth Management, LLC	42	$3.03K	0.00%	00.0%	Unchanged
Abound Wealth Management	43	$3.10K	0.00%	−13−23.2%	Reduced
Tradewinds Capital Management, LLC	43	$3.10K	0.00%	00.0%	Unchanged
ClariVest Asset Management LLC	44	$3.14K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	44	$3.21K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	45	$3.23K	0.00%	+45	New
HHM Wealth Advisors, LLC	45	$3.25K	0.00%	−565−92.6%	Reduced
Raffa Wealth Management, LLC	49	$3.54K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	50	$3.61K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	54	$3.90K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	60	$4.33K	0.00%	00.0%	Unchanged
Wetzel Investment Advisors, Inc.	66	$4.42K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	64	$4.57K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	66	$4.76K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	66	$4.76K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	68	$4.88K	0.00%	+1+1.5%	Added
Bell Investment Advisors, Inc	69	$4.98K	0.00%	+8+13.1%	Added
McMahon Financial Advisors, LLC	71	$5.13K	0.00%	+71	New
Quent Capital, LLC	72	$5.20K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	83	$5.99K	0.00%	00.0%	Unchanged
Main Street Group, LTD	83	$6.05K	0.00%	00.0%	Unchanged
Transcendent Capital Group LLC	85	$6.13K	0.00%	+85	New
DHJJ Financial Advisors, Ltd.	90	$6.50K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	94	$6.79K	0.00%	−25−21.0%	Reduced
Breakwater Investment Management	96	$6.93K	0.00%	00.0%	Unchanged
Keener Financial Planning LLC	107	$7.00K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	100	$7.22K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	100	$7.22K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	100	$7.22K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	100	$7.32K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	102	$7.36K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	103	$7.44K	0.00%	+1+1.0%	Added
Larson Financial Group LLC	116	$8.37K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	130	$9.00K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	137	$9.59K	0.00%	−202−59.6%	Reduced
Cherry Tree Wealth Management, LLC	135	$9.74K	0.00%	+135	New
Signature Resources Capital Management, LLC	139	$10.0K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	140	$10.1K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	142	$10.3K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	150	$10.8K	0.00%	−657−81.4%	Reduced
Global Trust Asset Management, LLC	150	$10.8K	0.00%	00.0%	Unchanged
Avondale Wealth Management	173	$12.5K	0.01%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	184	$13.3K	0.00%	+68+58.6%	Added
CGC Financial Services, LLC	186	$13.4K	0.01%	00.0%	Unchanged
Country Trust Bank	188	$13.6K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	186	$13.6K	0.01%	−100−35.0%	Reduced
Kathleen S. Wright Associates Inc.	189	$13.6K	0.01%	00.0%	Unchanged
Global Wealth Strategies & Associates	190	$13.7K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	193	$13.9K	0.01%	00.0%	Unchanged
Costello Asset Management, INC	200	$14.4K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	200	$14.4K	0.00%	00.0%	Unchanged
Ramirez Asset Management, Inc.	200	$14.4K	0.00%	00.0%	Unchanged
Kings Path Partners LLC	200	$14.4K	0.01%	+200	New
VitalStone Financial, LLC	205	$14.8K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	206	$14.9K	0.01%	+206	New
Front Row Advisors LLC	211	$15.2K	0.01%	00.0%	Unchanged
Centennial Bank	215	$15.5K	0.01%	00.0%	Unchanged
Exchange Traded Concepts, LLC	217	$15.7K	0.00%	+217	New
Central Bank & Trust Co	230	$16.6K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	247	$17.8K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	254	$18.4K	0.01%	+2+0.8%	Added
REAP Financial Group, LLC	256	$18.5K	0.00%	−120−31.9%	Reduced
Kelly Financial Services LLC	257	$18.6K	0.01%	00.0%	Unchanged
Redmont Wealth Advisors LLC	258	$18.6K	0.03%	00.0%	Unchanged
First United Bank Trust	265	$19.1K	0.01%	00.0%	Unchanged
Cultivar Capital, Inc.	295	$21.3K	0.02%	+295	New
Stephens Consulting, LLC	300	$21.7K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	300	$21.7K	0.01%	00.0%	Unchanged
Central Pacific Bank - Trust Division	302	$21.8K	0.00%	00.0%	Unchanged
Hoese & Co LLP	300	$21.8K	0.02%	00.0%	Unchanged
Centerpoint Advisors, LLC	300	$22.0K	0.01%	00.0%	Unchanged
Ulland Investment Advisors, LLC	300	$22.0K	0.02%	00.0%	Unchanged
POM Investment Strategies, LLC	305	$22.0K	0.02%	+305	New
Bank of New Hampshire	310	$22.4K	0.01%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	311	$22.4K	0.00%	+16+5.4%	Added
HighMark Wealth Management LLC	316	$22.8K	0.01%	−8−2.5%	Reduced
Silicon Valley Capital Partners	317	$22.9K	0.00%	+3+1.0%	Added
Salomon & Ludwin, LLC	319	$23.0K	0.00%	−113−26.2%	Reduced
Register Financial Advisors LLC	321	$23.2K	0.01%	00.0%	Unchanged
Tacita Capital Inc	323	$23.3K	0.02%	00.0%	Unchanged
Frazier Financial Advisors, LLC	325	$23.5K	0.02%	+91+38.9%	Added
Castleview Partners, LLC	327	$23.6K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	338	$24.4K	0.01%	00.0%	Unchanged
Trust Co	344	$24.8K	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	345	$24.9K	0.01%	00.0%	Unchanged
Planning Capital Management Corp	352	$25.4K	0.02%	00.0%	Unchanged