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 |
|---|---|---|---|---|---|
| Klingman & Associates, LLC | 3,264 | $235.6K | 0.02% | +3,264 | New |
| SFMG, LLC | 3,268 | $235.9K | 0.02% | +85+2.7% | Added |
| Clarus Group, Inc. | 3,270 | $236.1K | 0.10% | −3,219−49.6% | Reduced |
| Fiduciary Group LLC | 3,286 | $237.2K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,289 | $237.4K | 0.04% | −107−3.2% | Reduced |
| Clarity Financial LLC | 3,303 | $238.4K | 0.04% | +3,303 | New |
| City Holding Co | 3,330 | $240.3K | 0.04% | −5−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,331 | $240.4K | 0.05% | 00.0% | Unchanged |
| LM Advisors LLC | 3,340 | $241.0K | 0.00% | 00.0% | Unchanged |
| Gibbs Wealth Management | 3,346 | $241.5K | 0.10% | +3,346 | New |
| Smart Money Group LLC | 3,303 | $241.8K | 0.09% | +15+0.5% | Added |
| Riverbridge Partners LLC | 3,365 | $242.9K | 0.00% | +3,365 | New |
| Foster Group, Inc. | 3,370 | $243.2K | 0.01% | +67+2.0% | Added |
| Prudent Man Advisors, LLC | 3,379 | $243.9K | 0.09% | −285−7.8% | Reduced |
| Golden State Equity Partners | 3,381 | $244.1K | 0.05% | +3,381 | New |
| HM Payson & Co | 3,392 | $244.8K | 0.00% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,397 | $245.2K | 0.07% | 00.0% | Unchanged |
| Welch Group, LLC | 3,407 | $245.9K | 0.01% | +421+14.1% | Added |
| Sawyer & Company, Inc | 3,411 | $246.0K | 0.10% | −125−3.5% | Reduced |
| Clark Capital Management Group, Inc. | 3,427 | $247.4K | 0.00% | +3,427 | New |
| Werba Rubin Papier Wealth Management | 3,428 | $247.4K | 0.07% | +3,428 | New |
| Old Port Advisors | 3,431 | $247.7K | 0.07% | +3,431 | New |
| Cooper Financial Group | 3,437 | $248.1K | 0.04% | −395−10.3% | Reduced |
| Catalina Capital Group, LLC | 3,461 | $249.8K | 0.10% | −56−1.6% | Reduced |
| Western Wealth Management, LLC | 3,464 | $250.0K | 0.02% | −257−6.9% | Reduced |
| Aprio Wealth Management, LLC | 3,476 | $250.9K | 0.05% | +403+13.1% | Added |
| Diversify Wealth Management, LLC | 3,610 | $252.7K | 0.03% | +3,610 | New |
| Foundations Investment Advisors, LLC | 3,501 | $252.7K | 0.01% | −182−4.9% | Reduced |
| Icon Wealth Advisors, LLC | 3,457 | $253.2K | 0.02% | −1,564−31.1% | Reduced |
| Johnson Financial Group, Inc. | 3,511 | $253.4K | 0.01% | +1,900+117.9% | Added |
| NorthCrest Asset Manangement, LLC | 3,516 | $253.8K | 0.01% | −438−11.1% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $254.1K | 0.12% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,494 | $254.9K | 0.08% | −484−12.2% | Reduced |
| Tufton Capital Management | 3,545 | $255.9K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,547 | $256.0K | 0.02% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,556 | $256.7K | 0.07% | +106+3.1% | Added |
| Hudson Valley Investment Advisors Inc | 3,980 | $257.2K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,604 | $260.1K | 0.02% | −216−5.7% | Reduced |
| CRA Financial Services, LLC | 3,605 | $260.2K | 0.05% | −650−15.3% | Reduced |
| Marco Investment Management LLC | 3,607 | $260.4K | 0.02% | −138−3.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,613 | $260.8K | 0.04% | −100−2.7% | Reduced |
| Goodman Financial Corp | 3,626 | $261.7K | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,651 | $263.5K | 0.04% | 00.0% | Unchanged |
| Tevis Investment Management | 3,697 | $266.8K | 0.21% | −1,593−30.1% | Reduced |
| Horan Securities, Inc. | 3,710 | $267.8K | 0.12% | +10.0% | Added |
| Chapin Davis, Inc. | 3,716 | $268.2K | 0.09% | +2+0.1% | Added |
| Successful Portfolios LLC | 3,721 | $268.6K | 0.19% | +10.0% | Added |
| Woodward Diversified Capital, LLC | 3,722 | $268.7K | 0.16% | −107−2.8% | Reduced |
| Boston Trust Walden Corp | 3,748 | $270.5K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,749 | $270.6K | 0.07% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,757 | $271.2K | 0.01% | +3,757 | New |
| Holderness Investments Co | 3,795 | $273.9K | 0.06% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,806 | $274.7K | 0.04% | +108+2.9% | Added |
| Financial Management Professionals, Inc. | 3,804 | $275.0K | 0.04% | −10.0% | Reduced |
| SevenBridge Financial Group, LLC | 3,972 | $276.9K | 0.06% | −220−5.2% | Reduced |
| Ashton Thomas Securities, LLC | 3,825 | $277.7K | 0.07% | +3,825 | New |
| Signature Estate & Investment Advisors LLC | 3,854 | $278.2K | 0.01% | +3,854 | New |
| Kingswood Wealth Advisors, LLC | 3,862 | $278.8K | 0.03% | −55−1.4% | Reduced |
| Smartleaf Asset Management LLC | 3,904 | $278.9K | 0.05% | +1,032+35.9% | Added |
| Alera Investment Advisors, LLC | 3,873 | $279.6K | 0.03% | +3,873 | New |
| Geneos Wealth Management Inc. | 3,876 | $279.8K | 0.01% | +498+14.7% | Added |
| Confluence Wealth Services, Inc. | 3,879 | $280.0K | 0.02% | −369−8.7% | Reduced |
| Blue Chip Partners, Inc. | 3,892 | $280.9K | 0.03% | +12+0.3% | Added |
| Credit Agricole S A | 3,900 | $281.5K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,905 | $281.9K | 0.02% | +138+3.7% | Added |
| Palisade Asset Management, LLC | 3,921 | $283.0K | 0.03% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,924 | $283.2K | 0.06% | +3,924 | New |
| Edmond de Rothschild Holding S.A. | 3,925 | $283.3K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 3,930 | $283.7K | 0.11% | +146+3.9% | Added |
| Mechanics Bank Trust Department | 3,949 | $285.0K | 0.04% | −90−2.2% | Reduced |
| Kozak & Associates, Inc. | 3,909 | $285.4K | 0.07% | −14−0.4% | Reduced |
| Hexagon Capital Partners LLC | 3,955 | $285.5K | 0.06% | +60+1.5% | Added |
| Williamson Legacy Group, LLC | 3,973 | $286.8K | 0.21% | −7,319−64.8% | Reduced |
| Advisors Preferred, LLC | 3,939 | $287.0K | 0.05% | +3,939 | New |
| BLB&B Advisors, LLC | 3,994 | $288.3K | 0.02% | −250−5.9% | Reduced |
| Strategic Advisors LLC | 4,000 | $288.7K | 0.06% | −1,500−27.3% | Reduced |
| Leonteq Securities AG | 4,000 | $288.7K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,969 | $289.5K | 0.31% | −43−1.1% | Reduced |
| Encompass More Asset Management | 4,021 | $290.2K | 0.21% | +237+6.3% | Added |
| Angeles Wealth Management, LLC | 4,022 | $290.3K | 0.03% | +1,010+33.5% | Added |
| Coastal Bridge Advisors, LLC | 4,047 | $292.1K | 0.07% | −14−0.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,051 | $292.4K | 0.02% | +136+3.5% | Added |
| Triasima Portfolio Management inc. | 4,055 | $292.7K | 0.03% | +115+2.9% | Added |
| Tritonpoint Wealth, LLC | 4,057 | $292.8K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,059 | $293.0K | 0.12% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 4,082 | $294.6K | 0.02% | −156−3.7% | Reduced |
| Evolution Wealth Advisors, LLC | 4,124 | $294.7K | 0.06% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,086 | $294.9K | 0.03% | +162+4.1% | Added |
| Marcum Wealth, LLC | 4,093 | $295.4K | 0.03% | −130−3.1% | Reduced |
| Goldstone Financial Group, LLC | 4,094 | $295.5K | 0.06% | +843+25.9% | Added |
| Sepio Capital, LP | 4,117 | $297.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,126 | $297.8K | 0.06% | +8+0.2% | Added |
| Journey Strategic Wealth LLC | 4,130 | $298.1K | 0.01% | +4,130 | New |
| Cetera Trust Company, N.A | 4,150 | $299.5K | 0.19% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,090 | $299.7K | 0.01% | +96+2.4% | Added |
| J. W. Coons Advisors, LLC | 4,165 | $300.6K | 0.07% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,165 | $300.6K | 0.05% | +688+19.8% | Added |
| Signature Wealth Management Partners, LLC | 4,168 | $300.8K | 0.23% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,169 | $300.9K | 0.01% | +165+4.1% | Added |
| Foster Victor Wealth Advisors, LLC | 4,150 | $301.6K | 0.03% | −29−0.7% | Reduced |