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 |
|---|---|---|---|---|---|
| Park Place Capital Corp | 355 | $25.6K | 0.01% | −91−20.4% | Reduced |
| Hobbs Group Advisors, LLC | 362 | $26.1K | 0.01% | +362 | New |
| Wiser Advisor Group LLC | 365 | $26.3K | 0.04% | +5+1.4% | Added |
| Provenance Wealth Advisors, LLC | 390 | $28.1K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 397 | $28.7K | 0.01% | +3+0.8% | Added |
| GHP Investment Advisors, Inc. | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 402 | $29.0K | 0.01% | +70+21.1% | Added |
| Spectrum Wealth Counsel, LLC | 427 | $30.8K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $30.9K | 0.04% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 436 | $31.5K | 0.02% | +436 | New |
| Fairscale Capital, LLC | 450 | $32.7K | 0.03% | +450 | New |
| Abich Financial Wealth Management LLC | 455 | $32.8K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 460 | $33.2K | 0.02% | +45+10.8% | Added |
| Concord Wealth Partners | 464 | $33.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 468 | $33.8K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 478 | $34.5K | 0.02% | +478 | New |
| Fortis Group Advisors, LLC | 492 | $35.5K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 495 | $35.7K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 500 | $36.1K | 0.01% | +500 | New |
| Tortoise Investment Management, LLC | 504 | $36.4K | 0.00% | +1+0.2% | Added |
| Godsey & Gibb Associates | 532 | $38.4K | 0.00% | +232+77.3% | Added |
| Global Financial Private Client, LLC | 532 | $38.4K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $39.7K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 553 | $39.9K | 0.00% | +151+37.6% | Added |
| First Personal Financial Services | 560 | $40.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 603 | $43.5K | 0.02% | +500+485.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 621 | $44.0K | 0.01% | +425+216.8% | Added |
| Continuum Advisory, LLC | 630 | $45.5K | 0.01% | −76−10.8% | Reduced |
| LRI Investments, LLC | 633 | $45.7K | 0.01% | +617+3,856.3% | Added |
| Institutional & Family Asset Management, LLC | 645 | $46.6K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 671 | $48.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 674 | $48.6K | 0.00% | +674 | New |
| Fairman Group, LLC | 689 | $49.7K | 0.05% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 700 | $50.5K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 701 | $50.6K | 0.02% | −1,785−71.8% | Reduced |
| MCF Advisors LLC | 712 | $51.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 715 | $51.6K | 0.00% | +321+81.5% | Added |
| Newbridge Financial Services Group, Inc. | 718 | $51.8K | 0.02% | +568+378.7% | Added |
| Webster Bank, N. A. | 739 | $53.3K | 0.01% | −800−52.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 739 | $53.3K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $53.5K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $54.1K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 766 | $55.3K | 0.03% | −793−50.9% | Reduced |
| Founders Capital Management | 770 | $55.6K | 0.04% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 815 | $58.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 817 | $59.0K | 0.02% | −5−0.6% | Reduced |
| GW&K Investment Management, LLC | 815 | $59.0K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 837 | $60.4K | 0.05% | +837 | New |
| Oliver Lagore Vanvalin Investment Group | 848 | $61.2K | 0.02% | +607+251.9% | Added |
| Colonial Trust Advisors | 858 | $61.9K | 0.01% | +200+30.4% | Added |
| Archer Investment Corp | 865 | $62.5K | 0.02% | +6+0.7% | Added |
| Providence Capital Advisors, LLC | 880 | $63.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 901 | $65.0K | 0.02% | +112+14.2% | Added |
| Itau Unibanco Holding S.A. | 966 | $69.7K | 0.00% | +966 | New |
| WR Wealth Planners, LLC | 972 | $70.2K | 0.02% | −9−0.9% | Reduced |
| Asset Dedication, LLC | 981 | $70.8K | 0.00% | +499+103.5% | Added |
| Clear Street Markets LLC | 1,000 | $72.0K | 0.03% | −400−28.6% | Reduced |
| Legacy Bridge, LLC | 1,000 | $72.2K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,000 | $72.2K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,005 | $73.0K | 0.04% | +4+0.4% | Added |
| Barrett & Company, Inc. | 1,026 | $74.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,033 | $74.6K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,063 | $76.0K | 0.04% | +1,063 | New |
| Financial Network Wealth Advisors LLC | 1,075 | $77.5K | 0.06% | +1,075 | New |
| Paradigm Asset Management Co LLC | 1,118 | $80.7K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,148 | $82.9K | 0.04% | +45+4.1% | Added |
| Armstrong Advisory Group, Inc | 1,160 | $83.8K | 0.01% | +83+7.7% | Added |
| FIL Ltd | 1,182 | $85.3K | 0.00% | +596+101.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,183 | $85.5K | 0.00% | −1,009−46.0% | Reduced |
| M&R Capital Management Inc | 1,189 | $85.8K | 0.02% | −25−2.1% | Reduced |
| FinTrust Capital Advisors, LLC | 1,201 | $86.7K | 0.02% | +436+57.0% | Added |
| American National Bank | 1,207 | $87.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,258 | $91.0K | 0.03% | −5−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,278 | $92.3K | 0.01% | +2+0.2% | Added |
| Opal Wealth Advisors, LLC | 1,281 | $92.5K | 0.03% | +1,281 | New |
| First Command Advisory Services, Inc. | 1,283 | $92.6K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,347 | $97.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,364 | $98.0K | 0.04% | +471+52.7% | Added |
| Harbor Investment Advisory, LLC | 1,393 | $100.5K | 0.01% | −15−1.1% | Reduced |
| Colonial Trust Co | 1,418 | $102.4K | 0.02% | −31−2.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,423 | $102.7K | 0.04% | −40−2.7% | Reduced |
| Union Savings Bank | 1,429 | $103.1K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,430 | $103.2K | 0.01% | +6+0.4% | Added |
| BFSG, LLC | 1,439 | $103.9K | 0.01% | −50−3.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,455 | $105.0K | 0.04% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,476 | $106.5K | 0.02% | +233+18.7% | Added |
| Chesapeake Asset Management LLC | 1,505 | $108.6K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,513 | $109.2K | 0.07% | −118−7.2% | Reduced |
| Indiana Trust & Investment Management CO | 1,521 | $109.8K | 0.04% | +388+34.2% | Added |
| Venturi Wealth Management, LLC | 1,535 | $110.8K | 0.01% | +62+4.2% | Added |
| Hollencrest Capital Management | 1,581 | $114.1K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,678 | $121.1K | 0.01% | +549+48.6% | Added |
| Ashton Thomas Private Wealth, LLC | 1,684 | $121.6K | 0.01% | +1,684 | New |
| Pinnacle Bancorp, Inc. | 1,712 | $123.6K | 0.04% | −28−1.6% | Reduced |
| Centaurus Financial, Inc. | 1,721 | $124.0K | 0.01% | +98+6.0% | Added |
| Sugarloaf Wealth Management, LLC | 1,726 | $124.6K | 0.03% | +1,402+432.7% | Added |