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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 124,275 | $8.97M | 0.47% | +4,080+3.4% | Added |
| Edge Capital Group, LLC | 124,542 | $8.99M | 0.44% | +3,096+2.5% | Added |
| MML Investors Services, LLC | 125,027 | $9.02M | 0.04% | −6,057−4.6% | Reduced |
| Neville Rodie & Shaw Inc | 126,300 | $9.12M | 0.69% | −1,700−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 126,782 | $9.25M | 0.08% | +7,416+6.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 129,425 | $9.34M | 0.02% | +129,425 | New |
| Federated Hermes, Inc. | 129,475 | $9.35M | 0.02% | −1,971−1.5% | Reduced |
| Janney Capital Management LLC | 129,620 | $9.36M | 0.66% | −1,354−1.0% | Reduced |
| Jane Street Group, LLC | 133,147 | $9.61M | 0.01% | +82,341+162.1% | Added |
| Bragg Financial Advisors, Inc | 133,203 | $9.61M | 0.43% | +2,809+2.2% | Added |
| Ibex Wealth Advisors | 137,074 | $9.89M | 1.54% | −1,472−1.1% | Reduced |
| Callodine Capital Management, LP | 137,757 | $9.94M | 2.32% | −62,243−31.1% | Reduced |
| Woodstock Corp | 139,452 | $10.1M | 1.02% | +3,868+2.9% | Added |
| Captrust Financial Advisors | 142,948 | $10.3M | 0.03% | +11,086+8.4% | Added |
| Pinnacle Financial Partners Inc | 143,198 | $10.3M | 0.22% | +5,008+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,248 | $10.3M | 0.04% | −14,491−9.2% | Reduced |
| Janney Montgomery Scott LLC | 144,412 | $10.4M | 0.03% | −473−0.3% | Reduced |
| Sit Investment Associates Inc | 144,845 | $10.5M | 0.24% | −1,010−0.7% | Reduced |
| Avantax Advisory Services, Inc. | 145,111 | $10.5M | 0.07% | +37,148+34.4% | Added |
| Sanctuary Advisors, LLC | 143,369 | $10.5M | 0.08% | +143,369 | New |
| Marshall Wace, LLP | 152,146 | $11.0M | 0.02% | +90,746+147.8% | Added |
| Edgemoor Investment Advisors, Inc. | 154,501 | $11.2M | 1.04% | +11,407+8.0% | Added |
| National Bank of Canada | 155,273 | $11.3M | 0.02% | −1,117−0.7% | Reduced |
| LMCG Investments, LLC | 157,010 | $11.3M | 0.66% | +4,394+2.9% | Added |
| Stamos Capital Partners, L.P. | 161,010 | $11.6M | 2.47% | −9,220−5.4% | Reduced |
| Stephens Inc | 163,688 | $11.8M | 0.18% | −3,239−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 166,194 | $12.0M | 0.00% | +35,200+26.9% | Added |
| Crossmark Global Holdings, Inc. | 169,436 | $12.2M | 0.23% | −1,549−0.9% | Reduced |
| Allied Investment Advisors, LLC | 171,102 | $12.4M | 2.90% | −328−0.2% | Reduced |
| Cetera Investment Advisers | 172,009 | $12.4M | 0.03% | −4,301−2.4% | Reduced |
| Country Club Bank | 175,675 | $12.6M | 0.87% | −2,772−1.6% | Reduced |
| D.A. Davidson & Co. | 173,906 | $12.6M | 0.11% | −8,952−4.9% | Reduced |
| Cohen Klingenstein LLC | 174,378 | $12.6M | 0.46% | −3,800−2.1% | Reduced |
| FineMark National Bank & Trust | 180,254 | $13.0M | 0.48% | −1,254−0.7% | Reduced |
| Voya Investment Management LLC | 182,522 | $13.2M | 0.01% | +52,390+40.3% | Added |
| Euro Pacific Asset Management, LLC | 182,178 | $13.2M | 2.62% | −4,237−2.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 185,000 | $13.4M | 0.02% | +120,000+184.6% | Added |
| Van Hulzen Asset Management, LLC | 185,761 | $13.4M | 0.90% | −10,000−5.1% | Reduced |
| Manning & Napier Advisors LLC | 186,937 | $13.5M | 0.15% | +186,937 | New |
| O'Shaughnessy Asset Management, LLC | 187,007 | $13.5M | 0.14% | +30,155+19.2% | Added |
| Colony Group, LLC | 189,154 | $13.7M | 0.05% | +116,769+161.3% | Added |
| Scotia Capital Inc. | 189,578 | $13.7M | 0.08% | +8,923+4.9% | Added |
| Tocqueville Asset Management L.P. | 194,451 | $14.0M | 0.23% | −1,789−0.9% | Reduced |
| QRG Capital Management, Inc. | 196,924 | $14.2M | 0.17% | +9,658+5.2% | Added |
| New Age Alpha Advisors, LLC | 198,300 | $14.3M | 7.92% | 00.0% | Unchanged |
| Everett Harris & Co | 198,796 | $14.3M | 0.18% | +30,095+17.8% | Added |
| Mercer Global Advisors Inc | 205,040 | $14.8M | 0.04% | +3,374+1.7% | Added |
| Davidson Kempner Capital Management LP | 205,333 | $14.8M | 0.25% | −144,713−41.3% | Reduced |
| Advisor Group Holdings, Inc. | 205,991 | $14.9M | 0.04% | −14,170−6.4% | Reduced |
| Governors Lane LP | 207,000 | $14.9M | 2.32% | +207,000 | New |
| Glenmede Trust Co NA | 208,473 | $15.0M | 0.08% | +33,264+19.0% | Added |
| South Dakota Investment Council | 211,777 | $15.3M | 0.31% | −17,896−7.8% | Reduced |
| Ci Investments Inc. | 212,186 | $15.3M | 0.06% | −11,141−5.0% | Reduced |
| Evergreen Capital Management LLC | 212,423 | $15.3M | 0.55% | +280+0.1% | Added |
| Becker Capital Management Inc | 215,149 | $15.5M | 0.53% | −2,380−1.1% | Reduced |
| Ruffer LLP | 220,000 | $15.9M | 0.68% | +220,000 | New |
| American Assets Investment Management, LLC | 221,000 | $16.0M | 1.49% | 00.0% | Unchanged |
| M&T Bank Corp | 222,781 | $16.1M | 0.05% | +720+0.3% | Added |
| Oppenheimer Asset Management Inc. | 223,053 | $16.1M | 0.21% | +47,396+27.0% | Added |
| Davenport & Co LLC | 224,246 | $16.2M | 0.10% | −15,062−6.3% | Reduced |
| Sapient Capital LLC | 224,876 | $16.2M | 0.34% | −1,673−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 234,634 | $16.9M | 0.02% | +734+0.3% | Added |
| Klingenstein Fields & Co LP | 238,053 | $17.2M | 0.71% | +713+0.3% | Added |
| Gemsstock Limited | 248,424 | $17.9M | 5.72% | −2,500−1.0% | Reduced |
| Northwest & Ethical Investments L.P. | 250,028 | $18.0M | 0.52% | −976−0.4% | Reduced |
| Grandfield & Dodd, LLC | 254,652 | $18.4M | 1.16% | −678−0.3% | Reduced |
| Pathstone Holdings, LLC | 260,537 | $18.8M | 0.08% | +34,661+15.3% | Added |
| Macquarie Group Ltd | 261,669 | $18.9M | 0.02% | −293,667−52.9% | Reduced |
| Harvest Portfolios Group Inc. | 261,906 | $18.9M | 0.72% | −42,103−13.8% | Reduced |
| Logan Capital Management Inc | 262,655 | $19.0M | 0.82% | −6,337−2.4% | Reduced |
| Willis Johnson & Associates, Inc. | 272,805 | $19.7M | 1.61% | +50,072+22.5% | Added |
| Anchor Capital Advisors LLC | 282,772 | $20.4M | 0.57% | −625−0.2% | Reduced |
| Citigroup Inc | 288,388 | $20.8M | 0.02% | +2,285+0.8% | Added |
| Creative Planning | 292,587 | $21.1M | 0.02% | +29,677+11.3% | Added |
| Truist Financial Corp | 305,661 | $22.1M | 0.03% | +7,327+2.5% | Added |
| Guardian Capital LP | 309,522 | $22.3M | 0.84% | −1,343−0.4% | Reduced |
| Thomasville National Bank | 316,684 | $22.9M | 1.83% | +8,109+2.6% | Added |
| Cerity Partners LLC | 317,095 | $22.9M | 0.06% | −7,549−2.3% | Reduced |
| Nicola Wealth Management Ltd. | 320,000 | $23.1M | 2.06% | −37,000−10.4% | Reduced |
| SEI Investments Co | 323,875 | $23.4M | 0.03% | +25,143+8.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 328,920 | $23.7M | 1.83% | −7,138−2.1% | Reduced |
| Mariner, LLC | 333,949 | $24.1M | 0.05% | +3,847+1.2% | Added |
| Stansberry Asset Management, LLC | 334,028 | $24.1M | 3.16% | −3,706−1.1% | Reduced |
| Willis Investment Counsel | 334,819 | $24.2M | 1.67% | −210−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 335,848 | $24.2M | 0.03% | −15,188−4.3% | Reduced |
| Wedge Capital Management L L P | 337,972 | $24.4M | 0.43% | +46,894+16.1% | Added |
| Hikari Power Ltd | 341,900 | $24.7M | 2.23% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 356,034 | $25.7M | 0.06% | −21,825−5.8% | Reduced |
| Huber Capital Management LLC | 357,689 | $25.8M | 5.87% | −15,500−4.2% | Reduced |
| Cresset Asset Management, LLC | 358,792 | $25.9M | 0.11% | +10,656+3.1% | Added |
| Optiver Holding B.V. | 359,351 | $25.9M | 0.50% | +359,351 | New |
| Groupama Asset Managment | 787,212 | $28.2M | 0.58% | +116,565+17.4% | Added |
| US Bancorp | 411,373 | $29.7M | 0.04% | +72,439+21.4% | Added |
| First Eagle Investment Management, LLC | 411,909 | $29.7M | 0.07% | +38,426+10.3% | Added |
| Gabelli Funds LLC | 414,100 | $29.9M | 0.23% | −300−0.1% | Reduced |
| TruWealth Advisors, LLC | 426,499 | $30.8M | 2.05% | +3,622+0.9% | Added |
| Commonwealth Equity Services, LLC | 429,160 | $31.0M | 0.05% | −32,136−7.0% | Reduced |
| Fayez Sarofim & Co | 442,616 | $31.9M | 0.09% | +232,644+110.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 445,571 | $32.2M | 0.08% | +23,844+5.7% | Added |
| Cullen Capital Management LLC | 453,331 | $32.7M | 0.38% | +1,045+0.2% | Added |