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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 4,200 | $303.0K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 4,211 | $304.0K | 0.10% | +182+4.5% | Added |
| Ballew Advisors, Inc | 4,171 | $304.3K | 0.20% | +50+1.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,222 | $304.7K | 0.03% | −1,582−27.3% | Reduced |
| Braun-Bostich & Associates Inc. | 4,232 | $305.5K | 0.23% | +4,232 | New |
| Smith, Moore & Co. | 4,235 | $305.7K | 0.03% | +39+0.9% | Added |
| Cape Cod Five Cents Savings Bank | 4,250 | $306.8K | 0.03% | −50−1.2% | Reduced |
| Eads & Heald Wealth Management | 4,249 | $307.0K | 0.15% | −175−4.0% | Reduced |
| Stokes Family Office, LLC | 4,260 | $307.5K | 0.04% | +212+5.2% | Added |
| Founders Capital Management, LLC | 4,262 | $307.6K | 0.06% | −600−12.3% | Reduced |
| PFG Advisors | 4,263 | $307.7K | 0.02% | +8+0.2% | Added |
| Tranquility Partners, LLC | 4,271 | $308.3K | 0.12% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,293 | $309.9K | 0.20% | −62−1.4% | Reduced |
| Gateway Wealth Partners, LLC | 4,310 | $311.1K | 0.09% | −349−7.5% | Reduced |
| Traveka Wealth, LLC | 4,350 | $314.0K | 0.15% | +383+9.7% | Added |
| TBH Global Asset Management, LLC | 4,356 | $314.4K | 0.07% | −48−1.1% | Reduced |
| Washington Trust Co | 4,360 | $314.7K | 0.01% | +30+0.7% | Added |
| Indie Asset Partners, LLC | 4,365 | $315.1K | 0.25% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,373 | $315.6K | 0.04% | +412+10.4% | Added |
| Shulman DeMeo Asset Management LLC | 4,407 | $318.1K | 0.08% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,408 | $318.2K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,432 | $319.9K | 0.20% | −10,643−70.6% | Reduced |
| Texas Capital Bancshares Inc | 4,437 | $320.3K | 0.13% | −1,494−25.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,446 | $320.9K | 0.01% | +392+9.7% | Added |
| Lafayette Investments, Inc. | 4,452 | $321.3K | 0.07% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,462 | $322.1K | 0.01% | +119+2.7% | Added |
| Canopy Partners, LLC | 4,474 | $322.9K | 0.15% | 00.0% | Unchanged |
| First Financial Corp | 4,499 | $324.7K | 0.17% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $327.4K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $328.4K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,558 | $329.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,562 | $329.3K | 0.02% | −1,249−21.5% | Reduced |
| Ransom Advisory, Ltd | 4,573 | $330.1K | 0.17% | +336+7.9% | Added |
| Diversify Advisory Services, LLC | 4,568 | $331.6K | 0.02% | −1,588−25.8% | Reduced |
| Gagnon Securities LLC | 4,596 | $331.7K | 0.07% | −35−0.8% | Reduced |
| Kathmere Capital Management, LLC | 4,639 | $334.8K | 0.04% | +1,035+28.7% | Added |
| Wintrust Investments LLC | 4,637 | $335.0K | 0.03% | +4,637 | New |
| First American Trust, FSB | 4,643 | $335.1K | 0.03% | +119+2.6% | Added |
| McAdam, LLC | 4,652 | $335.8K | 0.02% | +20.0% | Added |
| Granite Investment Partners, LLC | 4,655 | $336.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,675 | $337.4K | 0.16% | −10−0.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,675 | $337.4K | 0.17% | −130−2.7% | Reduced |
| Holistic Planning, LLC | 5,060 | $339.2K | 0.26% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4,700 | $339.2K | 0.20% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,737 | $341.9K | 0.04% | −3,325−41.2% | Reduced |
| CFM Wealth Partners LLC | 4,769 | $344.2K | 0.06% | +1,402+41.6% | Added |
| Brave Asset Management Inc | 4,800 | $346.5K | 0.09% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,813 | $347.4K | 0.10% | −18−0.4% | Reduced |
| Naples Global Advisors, LLC | 4,817 | $347.7K | 0.03% | −100−2.0% | Reduced |
| E&G Advisors, LP | 4,829 | $348.6K | 0.10% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,839 | $349.3K | 0.22% | +11+0.2% | Added |
| Atlas Brown,Inc. | 4,842 | $349.5K | 0.13% | 00.0% | Unchanged |
| Saturna Capital CORP | 4,849 | $350.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,867 | $351.3K | 0.04% | −540−10.0% | Reduced |
| Eagle Harbor Asset Management Inc | 4,882 | $352.4K | 0.38% | −279−5.4% | Reduced |
| Abel Hall, LLC | 4,889 | $352.9K | 0.25% | +363+8.0% | Added |
| Resonant Capital Advisors, LLC | 4,891 | $353.0K | 0.03% | +53+1.1% | Added |
| Essex Savings Bank | 4,912 | $354.5K | 0.10% | −601−10.9% | Reduced |
| Lantz Financial LLC | 4,914 | $354.7K | 0.11% | +129+2.7% | Added |
| Procyon Private Wealth Partners, LLC | 4,915 | $354.8K | 0.03% | +1,299+35.9% | Added |
| Balentine LLC | 4,916 | $354.8K | 0.02% | −5,113−51.0% | Reduced |
| Ti-Trust, Inc | 4,920 | $355.1K | 0.27% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,934 | $356.1K | 0.06% | +127+2.6% | Added |
| Barclays PLC | 4,962 | $358.2K | 0.00% | −1,356−21.5% | Reduced |
| PFS Partners, LLC | 4,968 | $358.6K | 0.23% | +44+0.9% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $358.6K | 0.06% | 00.0% | Unchanged |
| Lynx Investment Advisory | 4,991 | $360.3K | 0.27% | +4,991 | New |
| Systrade AG | 5,000 | $360.9K | 0.62% | −20,000−80.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $360.9K | 0.01% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $360.9K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $360.9K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5,012 | $361.8K | 0.18% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,022 | $362.5K | 0.19% | −276−5.2% | Reduced |
| Joel Isaacson & Co., LLC | 5,027 | $362.8K | 0.02% | +210+4.4% | Added |
| Abacus Planning Group, Inc. | 5,028 | $362.9K | 0.07% | −64−1.3% | Reduced |
| Prio Wealth Limited Partnership | 5,034 | $363.4K | 0.01% | −1,006−16.7% | Reduced |
| Vista Investment Partners LLC | 5,035 | $363.4K | 0.12% | +37+0.7% | Added |
| Atlas Capital Advisors LLC | 5,056 | $364.9K | 0.05% | +313+6.6% | Added |
| Lunt Capital Management, Inc. | 5,099 | $368.0K | 0.18% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,157 | $372.2K | 0.00% | −1,213−19.0% | Reduced |
| Aveo Capital Partners, LLC | 5,168 | $373.0K | 0.04% | −923−15.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,176 | $373.6K | 0.02% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,192 | $374.8K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 5,257 | $379.4K | 0.00% | −117,785−95.7% | Reduced |
| Fiduciary Financial Group, LLC | 5,223 | $379.6K | 0.09% | +5,223 | New |
| Summitry LLC | 5,270 | $380.4K | 0.02% | +816+18.3% | Added |
| Wealthstream Advisors, Inc. | 5,282 | $381.2K | 0.14% | −91−1.7% | Reduced |
| Paragon Capital Management LLC | 5,294 | $382.1K | 0.21% | 00.0% | Unchanged |
| Henshaw Capital LLC | 5,326 | $384.4K | 0.02% | +1,140+27.2% | Added |
| International Assets Investment Management, LLC | 5,335 | $385.1K | 0.04% | +272+5.4% | Added |
| Fielder Capital Group LLC | 5,347 | $385.9K | 0.15% | +5,347 | New |
| Cordatus Wealth Management LLC | 5,344 | $386.0K | 0.14% | +5,344 | New |
| Principal Street Partners, LLC | 5,422 | $391.4K | 0.07% | 00.0% | Unchanged |
| Capital Advisors Inc | 5,422 | $391.4K | 0.01% | +652+13.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,437 | $392.6K | 0.12% | +5,437 | New |
| Ledyard National Bank | 5,452 | $393.5K | 0.04% | −440−7.5% | Reduced |
| Howard Capital Management Inc. | 5,505 | $397.4K | 0.04% | +5,505 | New |
| Matthew Goff Investment Advisor, LLC | 5,508 | $397.6K | 0.08% | −925−14.4% | Reduced |
| Bridges Investment Management Inc | 5,518 | $398.3K | 0.01% | +282+5.4% | Added |
| Independence Bank of Kentucky | 5,530 | $399.2K | 0.11% | +902+19.5% | Added |