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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 460,321 | $33.2M | 0.05% | −41,533−8.3% | Reduced |
| Kornitzer Capital Management Inc | 476,743 | $34.4M | 0.65% | −4,983−1.0% | Reduced |
| CI Private Wealth, LLC | 481,147 | $34.7M | 0.06% | +34,103+7.6% | Added |
| Ameriprise Financial Inc | 490,356 | $35.4M | 0.01% | −71,539−12.7% | Reduced |
| Penn Davis McFarland Inc | 505,522 | $36.5M | 5.64% | −19,002−3.6% | Reduced |
| Foundry Partners, LLC | 505,523 | $36.5M | 1.96% | +111,633+28.3% | Added |
| Yaupon Capital Management LP | 512,040 | $37.0M | 3.30% | +49,695+10.7% | Added |
| Senator Investment Group LP | 516,400 | $37.3M | 1.82% | −121,647−19.1% | Reduced |
| Bank of New York Mellon Corp | 531,676 | $38.4M | 0.01% | −141,458−21.0% | Reduced |
| Great Lakes Advisors, LLC | 533,020 | $38.5M | 0.34% | +24,795+4.9% | Added |
| Neuberger Berman Group LLC | 548,376 | $39.6M | 0.03% | +54,331+11.0% | Added |
| Verition Fund Management LLC | 604,724 | $43.6M | 0.34% | +227,843+60.5% | Added |
| Causeway Capital Management LLC | 704,593 | $50.9M | 1.39% | +163,364+30.2% | Added |
| Two Sigma Advisers, LP | 704,600 | $50.9M | 0.11% | +397,800+129.7% | Added |
| 1832 Asset Management L.P. | 705,771 | $50.9M | 0.09% | +457,344+184.1% | Added |
| Thrivent Financial for Lutherans | 711,854 | $51.4M | 0.10% | −6,012−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 736,170 | $53.1M | 0.48% | 00.0% | Unchanged |
| LPL Financial LLC | 743,891 | $53.7M | 0.03% | +55,297+8.0% | Added |
| Capital Research Global Investors | 767,922 | $55.4M | 0.01% | −1,245,862−61.9% | Reduced |
| American Century Companies Inc | 787,069 | $56.8M | 0.03% | +53,209+7.3% | Added |
| Douglas Lane & Associates, LLC | 806,703 | $58.2M | 0.83% | −42,777−5.0% | Reduced |
| Boston Partners | 818,304 | $59.1M | 0.07% | −31,601−3.7% | Reduced |
| Russell Investments Group, Ltd. | 821,644 | $59.3M | 0.10% | +75,277+10.1% | Added |
| Alyeska Investment Group, L.P. | 828,835 | $59.8M | 0.35% | −654,226−44.1% | Reduced |
| CIBC Private Wealth Group, LLC | 822,701 | $59.8M | 0.11% | +12,157+1.5% | Added |
| Letko, Brosseau & Associates Inc | 871,697 | $62.9M | 1.19% | −15,380−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 875,490 | $63.2M | 0.04% | +211,062+31.8% | Added |
| Energy Income Partners, LLC | 902,307 | $65.1M | 1.45% | −216,422−19.3% | Reduced |
| Equity Investment Corp | 962,354 | $69.5M | 1.77% | −26,155−2.6% | Reduced |
| Pacer Advisors, Inc. | 970,418 | $70.0M | 0.16% | −9,246−0.9% | Reduced |
| Brandywine Global Investment Management, LLC | 1,028,628 | $74.2M | 0.55% | −35,926−3.4% | Reduced |
| Jennison Associates LLC | 1,046,527 | $75.5M | 0.05% | −55,722−5.1% | Reduced |
| Merewether Investment Management, LP | 1,095,764 | $79.1M | 4.17% | −34,200−3.0% | Reduced |
| Two Sigma Investments, LP | 1,135,653 | $82.0M | 0.19% | +529,147+87.2% | Added |
| Balyasny Asset Management LLC | 1,144,656 | $82.6M | 0.21% | −755,127−39.7% | Reduced |
| Todd Asset Management LLC | 1,207,401 | $87.1M | 1.81% | −1,618−0.1% | Reduced |
| Skye Global Management LP | 1,217,652 | $87.9M | 1.99% | +453,652+59.4% | Added |
| Bank of Montreal | 1,295,389 | $93.5M | 0.05% | +452,061+53.6% | Added |
| Silvercrest Asset Management Group LLC | 1,378,361 | $99.5M | 0.68% | −55,021−3.8% | Reduced |
| Van Eck Associates Corp | 1,390,488 | $100.4M | 0.14% | +400,950+40.5% | Added |
| Alliancebernstein L.P. | 1,401,804 | $101.2M | 0.04% | +73,399+5.5% | Added |
| UBS Group AG | 1,403,384 | $101.3M | 0.03% | +117,334+9.1% | Added |
| Brandes Investment Partners, LP | 1,447,449 | $104.3M | 1.28% | +9,609+0.7% | Added |
| Mackenzie Financial Corp | 1,447,379 | $104.5M | 0.16% | −125,416−8.0% | Reduced |
| JPMorgan Chase & Co | 1,485,711 | $107.2M | 0.01% | +84,325+6.0% | Added |
| Natixis Advisors, L.P. | 1,497,096 | $108.1M | 0.23% | +80,670+5.7% | Added |
| Raymond James & Associates | 1,698,247 | $122.6M | 0.08% | +673,624+65.7% | Added |
| Voloridge Investment Management, LLC | 1,715,681 | $123.8M | 0.46% | +1,005,658+141.6% | Added |
| Mondrian Investment Partners LTD | 1,707,857 | $125.0M | 1.93% | −480,015−21.9% | Reduced |
| Invesco Ltd. | 1,813,592 | $130.9M | 0.03% | −212,346−10.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,840,690 | $132.9M | 0.42% | +5,799+0.3% | Added |
| Stifel Financial Corp | 1,846,672 | $133.3M | 0.15% | +29,344+1.6% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $134.1M | 0.12% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,859,576 | $134.2M | 0.43% | −946,173−33.7% | Reduced |
| Empyrean Capital Partners, LP | 2,100,000 | $151.6M | 9.22% | +2,100,000 | New |
| Pale Fire Capital SE | 2,212,003 | $159.7M | 18.00% | −429,089−16.2% | Reduced |
| Envestnet Asset Management Inc | 2,248,366 | $162.3M | 0.06% | +136,139+6.4% | Added |
| Nuveen Asset Management, LLC | 2,412,575 | $174.1M | 0.05% | −178,690−6.9% | Reduced |
| Amundi | 2,393,959 | $174.8M | 0.07% | +49,463+2.1% | Added |
| Wells Fargo & Company | 2,544,956 | $183.7M | 0.05% | −10,392−0.4% | Reduced |
| Westwood Global Investments, LLC | 2,546,523 | $183.8M | 9.16% | +100,379+4.1% | Added |
| Northern Trust Corp | 2,734,531 | $197.4M | 0.03% | +21,556+0.8% | Added |
| Holocene Advisors, LP | 2,906,663 | $209.8M | 0.88% | −661,575−18.5% | Reduced |
| Lord, Abbett & Co. LLC | 3,061,661 | $221.0M | 0.72% | +18,548+0.6% | Added |
| Rockefeller Capital Management L.P. | 3,078,991 | $222.2M | 0.63% | −289,676−8.6% | Reduced |
| GQG Partners LLC | 3,118,507 | $225.1M | 0.34% | +3,114,772+83,394.2% | Added |
| Harding Loevner LP | 3,190,784 | $230.3M | 1.27% | +2,849,070+833.8% | Added |
| Pzena Investment Management LLC | 3,692,200 | $266.5M | 0.94% | −201,239−5.2% | Reduced |
| Royal Bank of Canada | 3,797,486 | $274.1M | 0.07% | +156,325+4.3% | Added |
| Millennium Management LLC | 4,073,232 | $294.0M | 0.24% | −1,072,290−20.8% | Reduced |
| D. E. Shaw & Co., Inc. | 4,151,988 | $299.7M | 0.42% | −83,719−2.0% | Reduced |
| Goldman Sachs Group Inc | 4,395,400 | $317.3M | 0.06% | +25,087+0.6% | Added |
| Mawer Investment Management Ltd. | 4,860,539 | $350.8M | 1.66% | −238,224−4.7% | Reduced |
| 40 North Management LLC | 5,480,000 | $395.5M | 23.00% | +355,000+6.9% | Added |
| Franklin Resources Inc | 5,917,308 | $427.1M | 0.13% | −361,931−5.8% | Reduced |
| Price T Rowe Associates Inc | 6,589,069 | $475.6M | 0.06% | −126,009−1.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,049,951 | $508.9M | 1.78% | +175,746+2.6% | Added |
| Wellington Management Group LLP | 8,134,790 | $587.2M | 0.10% | −109,167−1.3% | Reduced |
| BlackRock Inc. | 8,391,334 | $605.7M | 0.01% | −436,063−4.9% | Reduced |
| Bank of America Corp | 9,536,919 | $688.4M | 0.07% | −90,492−0.9% | Reduced |
| Orbis Allan Gray Ltd | 10,479,098 | $756.4M | 4.71% | +157,300+1.5% | Added |
| Morgan Stanley | 11,139,188 | $804.0M | 0.06% | +1,148,827+11.5% | Added |
| Eagle Capital Management LLC | 15,140,877 | $1.09B | 4.05% | −741,296−4.7% | Reduced |
| Dimensional Fund Advisors LP | 22,722,317 | $1.64B | 0.43% | +96,549+0.4% | Added |
| Fisher Asset Management, LLC | 24,023,336 | $1.73B | 0.75% | +611,162+2.6% | Added |
| FMR LLC | 62,043,596 | $4.48B | 0.29% | +14,243,937+29.8% | Added |
| Strategic Financial Concepts, LLC | 153,492 | – | – | +148,213+2,807.6% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,616,408−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −347,139−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −210,680−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −116,199−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −98,313−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −90,002−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −37,441−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,145−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −15,699−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,788−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |