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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 19,463 | $1.40M | 0.05% | +619+3.3% | Added |
| Israel Discount Bank of New York | 19,535 | $1.41M | 2.25% | −40.0% | Reduced |
| Pingora Partners LLC | 19,545 | $1.41M | 1.00% | 00.0% | Unchanged |
| Cowa, LLC | 19,622 | $1.42M | 0.76% | −6,093−23.7% | Reduced |
| Parallel Advisors, LLC | 19,653 | $1.42M | 0.04% | +1,378+7.5% | Added |
| American Capital Advisory, LLC | 21,576 | $1.42M | 1.02% | −5,398−20.0% | Reduced |
| Red Spruce Capital, LLC | 19,796 | $1.43M | 0.66% | −190−1.0% | Reduced |
| Old National Bancorp | 19,903 | $1.44M | 0.03% | −1,039−5.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,949 | $1.44M | 0.13% | +360+1.8% | Added |
| Quest Investment Management LLC | 20,000 | $1.44M | 0.16% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 20,032 | $1.45M | 1.06% | +3,768+23.2% | Added |
| Hartree Partners, LP | 20,160 | $1.46M | 0.36% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 20,394 | $1.47M | 0.71% | +20,394 | New |
| Epoch Investment Partners, Inc. | 20,521 | $1.48M | 0.01% | 00.0% | Unchanged |
| Inscription Capital, LLC | 20,523 | $1.48M | 0.24% | −90−0.4% | Reduced |
| Lido Advisors, LLC | 20,529 | $1.48M | 0.01% | +2,555+14.2% | Added |
| Solstein Capital, LLC | 20,649 | $1.49M | 0.97% | +1,132+5.8% | Added |
| Shufro Rose & Co LLC | 20,850 | $1.50M | 0.12% | +400+2.0% | Added |
| Hantz Financial Services, Inc. | 20,897 | $1.51M | 0.03% | −1,439−6.4% | Reduced |
| Daymark Wealth Partners, LLC | 21,002 | $1.52M | 0.07% | +17,890+574.9% | Added |
| Barry Investment Advisors, LLC | 21,014 | $1.52M | 0.51% | −441−2.1% | Reduced |
| Herold Advisors, Inc. | 21,014 | $1.52M | 0.35% | −91−0.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,015 | $1.52M | 0.43% | +20,947+30,804.4% | Added |
| Whittier Trust Co | 21,060 | $1.52M | 0.02% | +1,810+9.4% | Added |
| Jarislowsky, Fraser Ltd | 21,252 | $1.53M | 0.01% | −15,075−41.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 21,263 | $1.53M | 0.06% | +2,576+13.8% | Added |
| Sendero Wealth Management, LLC | 21,305 | $1.54M | 0.26% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 21,329 | $1.54M | 0.07% | +10,290+93.2% | Added |
| Childress Capital Advisors, LLC | 21,490 | $1.55M | 0.44% | +14,300+198.9% | Added |
| AQR Capital Management LLC | 21,701 | $1.57M | 0.00% | +6,495+42.7% | Added |
| Greystone Financial Group, LLC | 21,754 | $1.57M | 0.31% | +1,890+9.5% | Added |
| Sowell Financial Services LLC | 21,906 | $1.58M | 0.08% | −700−3.1% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 21,930 | $1.58M | 0.05% | +209+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 22,052 | $1.59M | 0.04% | +934+4.4% | Added |
| Stratos Wealth Partners, LTD. | 22,115 | $1.60M | 0.03% | +962+4.5% | Added |
| GM Advisory Group, Inc. | 22,225 | $1.60M | 0.10% | −331−1.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,255 | $1.61M | 0.09% | −43,532−66.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,507 | $1.62M | 0.38% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 22,554 | $1.63M | 0.06% | −130−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 23,305 | $1.63M | 0.18% | −14,706−38.7% | Reduced |
| Confluence Investment Management LLC | 22,603 | $1.63M | 0.02% | +7,800+52.7% | Added |
| Excalibur Management Corp | 22,642 | $1.63M | 0.67% | +786+3.6% | Added |
| Vise Technologies, Inc. | 22,706 | $1.64M | 0.29% | +3,287+16.9% | Added |
| Financial Counselors Inc | 22,725 | $1.64M | 0.03% | −1,818−7.4% | Reduced |
| Clearstead Advisors, LLC | 22,733 | $1.64M | 0.03% | +5,103+28.9% | Added |
| Level Four Advisory Services, LLC | 22,767 | $1.64M | 0.07% | +2,161+10.5% | Added |
| Lowe Brockenbrough & Co Inc | 22,783 | $1.64M | 0.11% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 23,034 | $1.66M | 0.27% | −1,168−4.8% | Reduced |
| Altman Advisors, Inc. | 23,195 | $1.67M | 0.95% | −242−1.0% | Reduced |
| National Asset Management, Inc. | 23,224 | $1.68M | 0.04% | −7,675−24.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,275 | $1.68M | 0.04% | −470−2.0% | Reduced |
| Chilton Capital Management LLC | 23,403 | $1.69M | 0.08% | −784−3.2% | Reduced |
| Checchi Capital Advisers, LLC | 23,458 | $1.69M | 0.13% | +107+0.5% | Added |
| HF Advisory Group, LLC | 23,539 | $1.70M | 0.88% | −601−2.5% | Reduced |
| apricus wealth, LLC | 23,570 | $1.70M | 1.21% | +630+2.7% | Added |
| Kelly Lawrence W & Associates Inc | 23,623 | $1.71M | 0.39% | +1,600+7.3% | Added |
| Johnson Investment Counsel Inc | 23,760 | $1.71M | 0.02% | −500−2.1% | Reduced |
| King Luther Capital Management Corp | 23,832 | $1.72M | 0.01% | +415+1.8% | Added |
| Privium Fund Management (UK) Ltd | 23,856 | $1.74M | 0.68% | +23,856 | New |
| Portland Global Advisors LLC | 24,280 | $1.75M | 0.24% | −4,943−16.9% | Reduced |
| Iams Wealth Management, LLC | 24,536 | $1.77M | 0.97% | −1,588−6.1% | Reduced |
| Highland Capital Management, LLC | 24,664 | $1.78M | 0.11% | −2,090−7.8% | Reduced |
| Quinn Opportunity Partners LLC | 25,000 | $1.80M | 0.21% | −10,046−28.7% | Reduced |
| HighPoint Advisor Group LLC | 25,190 | $1.81M | 0.11% | +1,577+6.7% | Added |
| Great Lakes Retirement, Inc. | 25,385 | $1.83M | 0.25% | +4,254+20.1% | Added |
| Allworth Financial LP | 25,373 | $1.83M | 0.01% | +15,086+146.7% | Added |
| Central Trust Co | 25,414 | $1.83M | 0.04% | −480−1.9% | Reduced |
| Trustmark National Bank Trust Department | 25,682 | $1.85M | 0.15% | −1,366−5.1% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.86M | 0.32% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 25,826 | $1.86M | 0.09% | +25,826 | New |
| MAI Capital Management | 25,938 | $1.87M | 0.02% | +4,045+18.5% | Added |
| Concurrent Investment Advisors, LLC | 26,229 | $1.89M | 0.06% | +5,432+26.1% | Added |
| Prudential Financial Inc | 26,230 | $1.89M | 0.00% | +5,264+25.1% | Added |
| Strategic Wealth Partners, Ltd. | 26,293 | $1.90M | 0.20% | +26,293 | New |
| Game Creek Capital, LP | 26,500 | $1.91M | 1.06% | −1,125−4.1% | Reduced |
| PFG Investments, LLC | 26,723 | $1.93M | 0.14% | +1,721+6.9% | Added |
| Lester Murray Antman dba SimplyRich | 26,901 | $1.94M | 0.61% | +158+0.6% | Added |
| Caas Capital Management LP | 27,000 | $1.95M | 3.64% | +14,000+107.7% | Added |
| Regatta Capital Group, LLC | 27,231 | $1.97M | 0.42% | +1,058+4.0% | Added |
| Leavell Investment Management, Inc. | 27,310 | $1.97M | 0.11% | −30−0.1% | Reduced |
| Haverford Trust Co | 27,315 | $1.97M | 0.02% | −2,600−8.7% | Reduced |
| Engineers Gate Manager LP | 27,354 | $1.97M | 0.04% | +6,024+28.2% | Added |
| Waters Parkerson & Co., LLC | 27,396 | $1.98M | 0.11% | −749−2.7% | Reduced |
| Avidian Wealth Solutions, LLC | 27,421 | $1.98M | 0.10% | +1,535+5.9% | Added |
| Sentinel Trust Co Lba | 27,520 | $1.99M | 0.24% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 27,628 | $1.99M | 0.06% | −1,797−6.1% | Reduced |
| Tandem Capital Management Corp | 27,242 | $2.00M | 1.09% | −350−1.3% | Reduced |
| Roberts Wealth Advisors, LLC | 27,500 | $2.00M | 0.68% | +124+0.5% | Added |
| Gotham Asset Management, LLC | 27,759 | $2.00M | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 27,825 | $2.01M | 0.37% | 00.0% | Unchanged |
| GTS Securities LLC | 27,829 | $2.01M | 0.04% | −24,586−46.9% | Reduced |
| United Capital Financial Advisers, LLC | 28,089 | $2.03M | 0.02% | −11,501−29.1% | Reduced |
| Stolper Co | 28,620 | $2.07M | 0.73% | −28−0.1% | Reduced |
| Atomi Financial Group, Inc. | 28,701 | $2.07M | 0.15% | +6,861+31.4% | Added |
| SCP Investment, LP | 28,800 | $2.08M | 1.32% | +4,500+18.5% | Added |
| Jones Financial Companies LLLP | 28,887 | $2.09M | 0.00% | +21,797+307.4% | Added |
| Park National Corp | 28,943 | $2.09M | 0.08% | −65−0.2% | Reduced |
| Prosperity Consulting Group, LLC | 29,025 | $2.10M | 0.28% | −5,175−15.1% | Reduced |
| CAPROCK Group, Inc. | 29,060 | $2.10M | 0.09% | +17,650+154.7% | Added |
| Brooks, Moore & Associates, Inc. | 29,118 | $2.10M | 1.35% | 00.0% | Unchanged |