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 |
|---|---|---|---|---|---|
| Foster & Motley Inc | 29,199 | $2.11M | 0.14% | −3,403−10.4% | Reduced |
| Portside Wealth Group, LLC | 29,527 | $2.13M | 0.41% | −1,183−3.9% | Reduced |
| Montag A & Associates Inc | 29,981 | $2.16M | 0.11% | −1,520−4.8% | Reduced |
| Burney Co | 30,005 | $2.17M | 0.08% | −2,113−6.6% | Reduced |
| Recurrent Investment Advisors LLC | 153,277 | $2.17M | 0.23% | +76,195+98.8% | Added |
| Schonfeld Strategic Advisors LLC | 30,200 | $2.18M | 0.02% | −228,171−88.3% | Reduced |
| Harbour Investment Management LLC | 30,515 | $2.20M | 1.02% | +750+2.5% | Added |
| TD Private Client Wealth LLC | 30,771 | $2.22M | 0.07% | +1,312+4.5% | Added |
| State Street Corp | 30,884 | $2.23M | 0.00% | +647+2.1% | Added |
| Coppell Advisory Solutions LLC | 31,109 | $2.25M | 0.37% | +31,109 | New |
| Simmons Bank | 31,231 | $2.25M | 0.17% | −257−0.8% | Reduced |
| NewEdge Wealth, LLC | 31,330 | $2.26M | 0.05% | −314−1.0% | Reduced |
| Perigon Wealth Management, LLC | 31,401 | $2.27M | 0.07% | +1,114+3.7% | Added |
| Forum Financial Management, LP | 31,583 | $2.28M | 0.04% | −875−2.7% | Reduced |
| Advisory Services Network, LLC | 31,732 | $2.29M | 0.05% | −699−2.2% | Reduced |
| Altshuler Shaham Ltd | 32,000 | $2.31M | 0.08% | −9,480−22.9% | Reduced |
| GFS Advisors, LLC | 576 | $2.33M | 0.38% | −31,880−98.2% | Reduced |
| SeaCrest Wealth Management, LLC | 32,297 | $2.33M | 0.27% | +304+1.0% | Added |
| ARS Wealth Advisors Group, LLC | 32,347 | $2.33M | 0.30% | −3,410−9.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,512 | $2.35M | 0.19% | +19,721+154.2% | Added |
| Lakeview Capital Partners, LLC | 35,100 | $2.35M | 0.38% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 32,709 | $2.36M | 0.05% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 33,330 | $2.41M | 0.03% | −2,424−6.8% | Reduced |
| Ieq Capital, LLC | 33,343 | $2.41M | 0.03% | +13,185+65.4% | Added |
| BBR Partners, LLC | 33,457 | $2.41M | 0.20% | −2,150−6.0% | Reduced |
| Earnest Partners LLC | 33,588 | $2.42M | 0.01% | −2,463−6.8% | Reduced |
| Octavia Wealth Advisors, LLC | 34,619 | $2.50M | 0.34% | +2,295+7.1% | Added |
| Bahl & Gaynor Inc | 34,850 | $2.52M | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 35,058 | $2.53M | 0.34% | 00.0% | Unchanged |
| Rhumbline Advisers | 35,107 | $2.53M | 0.00% | +3,143+9.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 35,264 | $2.55M | 0.50% | −13,970−28.4% | Reduced |
| Private Advisor Group, LLC | 35,397 | $2.55M | 0.02% | −585−1.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 35,604 | $2.57M | 0.50% | +1,525+4.5% | Added |
| Eldred Rock Partners, LLC | 35,611 | $2.57M | 1.07% | +12,752+55.8% | Added |
| Lockheed Martin Investment Management Co | 35,700 | $2.58M | 0.15% | +35,700 | New |
| Mill Capital Management, LLC | 35,823 | $2.59M | 0.21% | −2,667−6.9% | Reduced |
| Sequoia Financial Advisors, LLC | 35,931 | $2.59M | 0.03% | +1,083+3.1% | Added |
| First Hawaiian Bank | 36,121 | $2.61M | 0.09% | −324−0.9% | Reduced |
| Nelson Capital Management, LLC | 36,235 | $2.62M | 0.46% | −41,610−53.5% | Reduced |
| Schechter Investment Advisors, LLC | 36,438 | $2.63M | 0.20% | −1,424−3.8% | Reduced |
| Continental Advisors LLC | 36,520 | $2.64M | 2.04% | −4,000−9.9% | Reduced |
| Quadrant Capital Group LLC | 36,928 | $2.67M | 0.20% | +2,035+5.8% | Added |
| Beacon Pointe Advisors, LLC | 37,525 | $2.71M | 0.03% | −387−1.0% | Reduced |
| Acadian Asset Management LLC | 38,244 | $2.76M | 0.01% | +38,244 | New |
| Drexel Morgan & Co. | 38,544 | $2.78M | 0.60% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 38,554 | $2.78M | 0.03% | +176+0.5% | Added |
| Atria Wealth Solutions, Inc. | 38,609 | $2.79M | 0.03% | −15,905−29.2% | Reduced |
| Horan Capital Advisors, LLC. | 38,710 | $2.79M | 0.98% | −489−1.2% | Reduced |
| CIBC Asset Management Inc | 38,762 | $2.80M | 0.01% | −1,139−2.9% | Reduced |
| Wambolt & Associates, LLC | 38,587 | $2.81M | 0.82% | +5,035+15.0% | Added |
| DRW Securities, LLC | 39,000 | $2.82M | 0.17% | +39,000 | New |
| Cullen/Frost Bankers, Inc. | 39,378 | $2.84M | 0.04% | +352+0.9% | Added |
| Advisors Management Group Inc | 39,459 | $2.85M | 0.71% | +365+0.9% | Added |
| Vident Advisory, LLC | 39,906 | $2.88M | 0.08% | +20,881+109.8% | Added |
| HB Wealth Management, LLC | 39,912 | $2.88M | 0.03% | +10,105+33.9% | Added |
| Commerce Bank | 40,366 | $2.91M | 0.02% | −3,890−8.8% | Reduced |
| Pitcairn Co | 40,774 | $2.94M | 0.18% | +3,166+8.4% | Added |
| Chicago Trust Co NA | 41,218 | $2.98M | 0.60% | +1,963+5.0% | Added |
| Inspire Trust Co, N.A. | 41,334 | $2.98M | 0.99% | +9,395+29.4% | Added |
| Integrated Wealth Concepts LLC | 41,563 | $3.00M | 0.04% | +1,552+3.9% | Added |
| Snowden Capital Advisors LLC | 41,795 | $3.02M | 0.09% | +1,078+2.6% | Added |
| Kestra Private Wealth Services, LLC | 41,891 | $3.02M | 0.06% | −1,835−4.2% | Reduced |
| Kanawha Capital Management LLC | 41,963 | $3.03M | 0.24% | +1,559+3.9% | Added |
| Rathbone Brothers plc | 42,391 | $3.05M | 0.02% | −1,377−3.1% | Reduced |
| HSBC Holdings PLC | 42,220 | $3.05M | 0.00% | +13,299+46.0% | Added |
| Regions Financial Corp | 42,731 | $3.08M | 0.02% | −4,314−9.2% | Reduced |
| Advisors Asset Management, Inc. | 42,990 | $3.10M | 0.06% | −2,439−5.4% | Reduced |
| Glass Wealth Management Co LLC | 43,003 | $3.10M | 1.81% | −450−1.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 44,450 | $3.21M | 0.38% | −800−1.8% | Reduced |
| Frank, Rimerman Advisors LLC | 45,118 | $3.26M | 0.23% | +45,118 | New |
| JCIC Asset Management Inc. | 45,292 | $3.27M | 1.34% | −212−0.5% | Reduced |
| Sweeney & Michel, LLC | 45,938 | $3.33M | 1.42% | −411−0.9% | Reduced |
| Asio Capital, LLC | 46,444 | $3.35M | 0.69% | +644+1.4% | Added |
| Moors & Cabot, Inc. | 46,950 | $3.39M | 0.18% | +447+1.0% | Added |
| Crocodile Capital Partners GmbH | 47,546 | $3.43M | 5.46% | −87,760−64.9% | Reduced |
| CWM, LLC | 48,254 | $3.48M | 0.02% | +1,501+3.2% | Added |
| LSV Asset Management | 48,400 | $3.49M | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 48,519 | $3.50M | 0.28% | +198+0.4% | Added |
| Mitchell Capital Management Co | 48,526 | $3.50M | 0.62% | +14,739+43.6% | Added |
| Meritage Portfolio Management | 48,742 | $3.52M | 0.22% | +48,742 | New |
| Pittenger & Anderson Inc | 48,895 | $3.53M | 0.15% | 00.0% | Unchanged |
| Reik & Co., LLC | 49,053 | $3.54M | 0.92% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 49,078 | $3.54M | 0.17% | −219−0.4% | Reduced |
| Cary Street Partners Asset Management LLC | 49,499 | $3.57M | 0.52% | +2,321+4.9% | Added |
| Altrafin AG | 49,907 | $3.60M | 1.33% | +36+0.1% | Added |
| Columbia Asset Management | 50,282 | $3.63M | 0.68% | +2,345+4.9% | Added |
| Brown Advisory Inc | 50,282 | $3.63M | 0.00% | +11,709+30.4% | Added |
| Yousif Capital Management, LLC | 51,579 | $3.72M | 0.04% | −4,660−8.3% | Reduced |
| Great Valley Advisor Group, Inc. | 52,371 | $3.78M | 0.11% | +3,363+6.9% | Added |
| Aviso Financial Inc. | 52,455 | $3.79M | 0.21% | +52,455 | New |
| Bokf, NA | 52,677 | $3.80M | 0.07% | +4,268+8.8% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,704 | $3.80M | 0.01% | +4,361+9.0% | Added |
| Phoenix Holdings Ltd. | 52,706 | $3.80M | 0.06% | +2,820+5.7% | Added |
| Gilman Hill Asset Management, LLC | 53,331 | $3.85M | 0.70% | +8,850+19.9% | Added |
| Weatherly Asset Management L. P. | 53,475 | $3.86M | 0.35% | −819−1.5% | Reduced |
| Bridge Creek Capital Management LLC | 53,853 | $3.89M | 1.25% | −1,390−2.5% | Reduced |
| Renaissance Technologies LLC | 54,200 | $3.91M | 0.01% | −31,086−36.4% | Reduced |
| Richard P Slaughter Associates Inc | 54,408 | $3.93M | 0.93% | +622+1.2% | Added |
| Cardinal Capital Management | 54,944 | $3.97M | 0.67% | −2,918−5.0% | Reduced |
| Park Avenue Securities LLC | 55,415 | $4.00M | 0.05% | +6,478+13.2% | Added |