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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 55,589 | $4.01M | 0.08% | +2,173+4.1% | Added |
| Concentric Wealth Management, LLC | 56,171 | $4.05M | 1.06% | +1,450+2.6% | Added |
| Deutsche Bank AG | 56,710 | $4.09M | 0.00% | −779−1.4% | Reduced |
| Deltec Asset Management LLC | 57,204 | $4.13M | 0.79% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 57,590 | $4.16M | 0.17% | 00.0% | Unchanged |
| Dodge & Cox | 57,713 | $4.17M | 0.00% | −500−0.9% | Reduced |
| Kestra Advisory Services, LLC | 67,371 | $4.21M | 0.02% | +3,126+4.9% | Added |
| Baker Avenue Asset Management, LP | 58,417 | $4.22M | 0.14% | +2,879+5.2% | Added |
| Brinker Capital Investments, LLC | 58,930 | $4.25M | 0.04% | +220.0% | Added |
| Orion Portfolio Solutions, LLC | 58,930 | $4.25M | 0.04% | +220.0% | Added |
| Exencial Wealth Advisors, LLC | 59,039 | $4.26M | 0.16% | −3,682−5.9% | Reduced |
| Fiduciary Trust Co | 59,294 | $4.28M | 0.06% | −1,464−2.4% | Reduced |
| Fort Sheridan Advisors LLC | 59,573 | $4.30M | 0.69% | +6,230+11.7% | Added |
| Viking Fund Management LLC | 60,000 | $4.33M | 0.78% | −10,000−14.3% | Reduced |
| Oppenheimer & Co Inc | 60,006 | $4.33M | 0.07% | +10,066+20.2% | Added |
| Caption Management, LLC | 60,400 | $4.36M | 0.46% | +37,400+162.6% | Added |
| Raymond James Trust N.A. | 60,924 | $4.40M | 0.10% | −1,161−1.9% | Reduced |
| CSS LLC | 61,019 | $4.40M | 0.32% | −13,377−18.0% | Reduced |
| Beddow Capital Management Inc | 61,061 | $4.41M | 1.93% | +165+0.3% | Added |
| Toroso Investments, LLC | 62,525 | $4.51M | 0.06% | −7,716−11.0% | Reduced |
| Huntington National Bank | 62,540 | $4.51M | 0.03% | −295−0.5% | Reduced |
| Soltis Investment Advisors LLC | 62,561 | $4.52M | 0.48% | +62,561 | New |
| Palogic Value Management, L.P. | 62,637 | $4.52M | 1.92% | −3,432−5.2% | Reduced |
| First Trust Advisors LP | 62,765 | $4.53M | 0.00% | −6,090−8.8% | Reduced |
| YHB Investment Advisors, Inc. | 63,044 | $4.55M | 0.39% | +292+0.5% | Added |
| Bremer Bank National Association | 63,810 | $4.61M | 0.90% | −1,884−2.9% | Reduced |
| Employees Retirement System of Texas | 64,510 | $4.66M | 0.04% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 65,822 | $4.75M | 0.55% | −2,087−3.1% | Reduced |
| Peapack Gladstone Financial Corp | 66,495 | $4.80M | 0.07% | −1,360−2.0% | Reduced |
| Brookmont Capital Management | 66,515 | $4.80M | 2.63% | −2,945−4.2% | Reduced |
| Advocate Group LLC | 66,566 | $4.80M | 0.97% | +971+1.5% | Added |
| Veriti Management LLC | 67,223 | $4.85M | 0.30% | +1,256+1.9% | Added |
| Blair William & Co | 67,671 | $4.88M | 0.02% | +395+0.6% | Added |
| Azimuth Capital Investment Management LLC | 67,945 | $4.90M | 0.20% | −2,715−3.8% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.94M | 5.99% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 68,888 | $4.97M | 0.12% | −487,422−87.6% | Reduced |
| Family Management Corp | 69,632 | $5.03M | 0.89% | +65,818+1,725.7% | Added |
| Royal London Asset Management Ltd | 69,717 | $5.03M | 0.01% | +2,797+4.2% | Added |
| Hedges Asset Management LLC | 69,850 | $5.04M | 3.62% | −1,000−1.4% | Reduced |
| Aquatic Capital Management LLC | 69,900 | $5.05M | 0.19% | −82,200−54.0% | Reduced |
| Royce & Associates LP | 70,000 | $5.05M | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 70,025 | $5.05M | 0.02% | +7,426+11.9% | Added |
| Kimelman & Baird, LLC | 70,176 | $5.07M | 0.42% | +70,176 | New |
| Quantinno Capital Management LP | 70,525 | $5.09M | 0.09% | +23,393+49.6% | Added |
| Bard Financial Services, Inc. | 70,650 | $5.10M | 0.53% | +125+0.2% | Added |
| Jackson Square Capital, LLC | 71,833 | $5.18M | 1.28% | +14,766+25.9% | Added |
| Atria Investments LLC | 73,451 | $5.30M | 0.07% | +2,722+3.8% | Added |
| Trexquant Investment LP | 74,527 | $5.38M | 0.08% | +74,527 | New |
| Ritholtz Wealth Management | 74,639 | $5.39M | 0.18% | +4,633+6.6% | Added |
| GYL Financial Synergies, LLC | 75,191 | $5.43M | 0.42% | +5,147+7.3% | Added |
| Lazard Asset Management LLC | 76,299 | $5.51M | 0.01% | +31,403+69.9% | Added |
| RSM US Wealth Management LLC | 76,319 | $5.56M | 0.09% | +66,762+698.6% | Added |
| tru Independence LLC | 79,974 | $5.77M | 1.74% | −1,142−1.4% | Reduced |
| Hennessy Advisors Inc | 80,900 | $5.84M | 0.22% | −1,700−2.1% | Reduced |
| Bulltick Wealth Management, LLC | 81,585 | $5.89M | 1.65% | −24,295−22.9% | Reduced |
| GWM Advisors LLC | 81,982 | $5.92M | 0.04% | +46,557+131.4% | Added |
| Naviter Wealth, LLC | 82,002 | $5.92M | 0.88% | +1,714+2.1% | Added |
| Brown Brothers Harriman & Co | 84,293 | $6.08M | 0.05% | +5,962+7.6% | Added |
| Wolverine Trading, LLC | 84,776 | $6.12M | 0.10% | +80,068+1,700.7% | Added |
| Interval Partners, LP | 84,931 | $6.13M | 0.18% | +84,931 | New |
| B. Metzler seel. Sohn & Co. AG | 84,966 | $6.13M | 0.07% | −1,186−1.4% | Reduced |
| Synovus Financial Corp | 85,433 | $6.17M | 0.08% | +1,109+1.3% | Added |
| South State Corp. | 85,676 | $6.18M | 0.45% | +1,068+1.3% | Added |
| Banco Santander, S.A. | 86,047 | $6.21M | 0.08% | −20,471−19.2% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $6.21M | 3.29% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 88,290 | $6.37M | 0.26% | +3,581+4.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,604 | $6.40M | 0.04% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 89,200 | $6.44M | 0.64% | +2,800+3.2% | Added |
| Clearbridge Investments, LLC | 90,242 | $6.51M | 0.01% | +610+0.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 90,899 | $6.56M | 0.25% | −7,826−7.9% | Reduced |
| Thornburg Investment Management Inc | 91,148 | $6.59M | 0.09% | −5,557−5.7% | Reduced |
| Bleakley Financial Group, LLC | 94,156 | $6.80M | 0.20% | +1,120+1.2% | Added |
| Claret Asset Management Corp | 94,284 | $6.80M | 1.21% | −2,321−2.4% | Reduced |
| Keybank National Association | 96,222 | $6.95M | 0.03% | +11,041+13.0% | Added |
| Cubist Systematic Strategies, LLC | 96,362 | $6.96M | 0.12% | +28,731+42.5% | Added |
| Heritage Investors Management Corp | 96,372 | $6.96M | 0.24% | −1,743−1.8% | Reduced |
| New England Asset Management Inc | 97,590 | $7.04M | 1.17% | −1,725−1.7% | Reduced |
| Simplicity Wealth,LLC | 98,191 | $7.09M | 0.16% | +1,644+1.7% | Added |
| Nikko Asset Management Americas, Inc. | 99,128 | $7.16M | 0.08% | −26,801−21.3% | Reduced |
| JBF Capital, Inc. | 101,000 | $7.25M | 1.12% | 00.0% | Unchanged |
| Renaissance Group LLC | 101,442 | $7.32M | 0.29% | −3,370−3.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,809 | $7.42M | 0.01% | −27,030−20.8% | Reduced |
| Gluskin Sheff & Assoc Inc | 206,293 | $7.42M | 0.85% | −31,000−13.1% | Reduced |
| JustInvest LLC | 104,637 | $7.45M | 0.14% | +10,020+10.6% | Added |
| Fifth Third Bancorp | 103,923 | $7.50M | 0.03% | −4,153−3.8% | Reduced |
| Invenomic Capital Management LP | 104,131 | $7.52M | 0.39% | −128,184−55.2% | Reduced |
| Augustine Asset Management Inc | 105,789 | $7.64M | 2.95% | +666+0.6% | Added |
| Pinnacle Associates Ltd | 106,947 | $7.72M | 0.12% | −23,740−18.2% | Reduced |
| Eastover Investment Advisors LLC | 106,220 | $7.76M | 3.71% | +489+0.5% | Added |
| Cutler Capital Management, LLC | 108,861 | $7.86M | 3.07% | +603+0.6% | Added |
| Regency Capital Management Inc. | 109,194 | $7.88M | 5.07% | +3,420+3.2% | Added |
| TownSquare Capital, LLC | 111,330 | $8.04M | 0.11% | −1,257−1.1% | Reduced |
| Sandy Spring Bank | 112,460 | $8.12M | 0.36% | +306+0.3% | Added |
| Leuthold Group, LLC | 112,638 | $8.13M | 0.94% | −1,034−0.9% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.21M | 2.14% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 116,644 | $8.42M | 0.02% | +102,444+721.4% | Added |
| Prospera Financial Services Inc | 118,948 | $8.59M | 0.24% | +5,132+4.5% | Added |
| Adell Harriman & Carpenter Inc | 120,187 | $8.68M | 0.67% | +7,011+6.2% | Added |
| Baird Financial Group, Inc. | 123,253 | $8.90M | 0.02% | +4,550+3.8% | Added |
| Beach Investment Counsel Inc | 124,257 | $8.97M | 1.10% | −65,153−34.4% | Reduced |