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 |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 5,575 | $402.4K | 0.12% | −710−11.3% | Reduced |
| Anchor Investment Management, LLC | 5,597 | $404.0K | 0.04% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 5,596 | $404.0K | 0.03% | +5,596 | New |
| Crestwood Advisors Group LLC | 5,617 | $405.5K | 0.01% | −113−2.0% | Reduced |
| Levin Capital Strategies, L.P. | 5,619 | $405.6K | 0.04% | +10.0% | Added |
| WSFS Capital Management, LLC | 5,700 | $406.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,637 | $406.9K | 0.03% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,641 | $407.2K | 0.01% | −272−4.6% | Reduced |
| Moody National Bank Trust Division | 5,652 | $408.0K | 0.03% | −261−4.4% | Reduced |
| Insight 2811, Inc. | 5,666 | $409.0K | 0.21% | −600−9.6% | Reduced |
| AIMZ Investment Advisors, LLC | 5,675 | $409.6K | 0.15% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,694 | $411.0K | 0.16% | −10.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,704 | $411.7K | 0.00% | −954−14.3% | Reduced |
| Parkside Financial Bank & Trust | 5,731 | $413.7K | 0.06% | −164−2.8% | Reduced |
| Bill Few Associates, Inc. | 5,746 | $414.7K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,758 | $415.6K | 0.04% | +1,260+28.0% | Added |
| Sentry LLC | 5,760 | $415.8K | 0.08% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,784 | $417.5K | 0.01% | +70+1.2% | Added |
| Element Wealth, LLC | 5,790 | $417.9K | 0.24% | −472−7.5% | Reduced |
| Keating Investment Counselors Inc | 5,800 | $418.6K | 0.13% | +1,200+26.1% | Added |
| Monticello Wealth Management, LLC | 5,827 | $420.6K | 0.04% | +45+0.8% | Added |
| First National Bank of Hutchinson | 5,850 | $422.3K | 0.27% | +1,411+31.8% | Added |
| Titleist Asset Management, LLC | 5,881 | $424.5K | 0.06% | +2,409+69.4% | Added |
| Leo Wealth, LLC | 5,847 | $424.8K | 0.04% | −1,216−17.2% | Reduced |
| Hardy Reed LLC | 5,901 | $425.9K | 0.04% | +5,901 | New |
| Rehmann Capital Advisory Group | 5,910 | $426.6K | 0.03% | +320+5.7% | Added |
| Seven Mile Advisory | 5,916 | $427.0K | 0.31% | +393+7.1% | Added |
| Quantitative Investment Management, LLC | 5,947 | $429.0K | 0.05% | −78,388−92.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 5,981 | $431.7K | 0.15% | −3−0.1% | Reduced |
| Baxter Bros Inc | 5,995 | $432.7K | 0.06% | −200−3.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,997 | $432.9K | 0.02% | −221−3.6% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $433.1K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 6,016 | $434.0K | 0.07% | −95−1.6% | Reduced |
| Congress Wealth Management LLC | 6,030 | $435.2K | 0.01% | +6,030 | New |
| Keel Point, LLC | 6,026 | $435.7K | 0.04% | +1,243+26.0% | Added |
| Personal Cfo Solutions, LLC | 6,038 | $435.8K | 0.07% | +429+7.6% | Added |
| Berkeley Capital Partners, LLC | 6,044 | $436.3K | 0.13% | −400−6.2% | Reduced |
| Hamel Associates, Inc. | 6,050 | $436.7K | 0.14% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,057 | $437.2K | 0.02% | −45−0.7% | Reduced |
| Lawson Kroeker Investment Management Inc | 6,095 | $439.9K | 0.08% | +1,500+32.6% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,053 | $440.2K | 0.22% | +37+0.6% | Added |
| Alpha Omega Wealth Management LLC | 6,100 | $440.3K | 0.08% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,101 | $440.4K | 0.03% | −308−4.8% | Reduced |
| Davis R M Inc | 6,120 | $441.7K | 0.01% | +1,652+37.0% | Added |
| Advisors Capital Management, LLC | 6,124 | $442.0K | 0.01% | +156+2.6% | Added |
| Beacon Capital Management, LLC | 6,155 | $444.3K | 0.08% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,167 | $445.1K | 0.10% | +120+2.0% | Added |
| Berkshire Asset Management LLC | 6,178 | $445.9K | 0.02% | +450+7.9% | Added |
| Merit Financial Group, LLC | 6,181 | $446.1K | 0.01% | +1,228+24.8% | Added |
| Sittner & Nelson, LLC | 6,182 | $446.2K | 0.22% | +20.0% | Added |
| Probity Advisors, Inc. | 6,183 | $446.3K | 0.09% | −187−2.9% | Reduced |
| Patten & Patten Inc | 6,183 | $446.3K | 0.03% | −136−2.2% | Reduced |
| Sonora Investment Management Group, LLC | 6,675 | $447.5K | 0.04% | 00.0% | Unchanged |
| Farmers Trust Co | 6,210 | $448.2K | 0.09% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,171 | $451.8K | 0.03% | −129−2.0% | Reduced |
| Mattern Wealth Management LLC | 6,266 | $452.3K | 0.11% | +87+1.4% | Added |
| Callan Capital, LLC | 6,327 | $456.7K | 0.04% | +2,436+62.6% | Added |
| Fort Washington Investment Advisors Inc | 6,335 | $457.3K | 0.00% | −258,166−97.6% | Reduced |
| AMG National Trust Bank | 6,402 | $462.1K | 0.01% | +6,402 | New |
| Aspen Grove Capital, LLC | 6,413 | $462.9K | 0.11% | +106+1.7% | Added |
| Steel Peak Wealth Management LLC | 6,418 | $463.3K | 0.02% | −397−5.8% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $464.0K | 0.25% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,478 | $467.6K | 0.36% | −1,897−22.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $469.2K | 0.02% | 00.0% | Unchanged |
| Ethic Inc. | 6,509 | $469.8K | 0.01% | −53−0.8% | Reduced |
| Silverlake Wealth Management LLC | 6,514 | $470.2K | 0.19% | +2,400+58.3% | Added |
| InTrack Investment Management Inc | 6,535 | $471.7K | 0.34% | −227−3.4% | Reduced |
| BigSur Wealth Management LLC | 6,536 | $471.8K | 0.14% | +1,500+29.8% | Added |
| Jacobi Capital Management LLC | 6,548 | $472.6K | 0.04% | −42−0.6% | Reduced |
| Cromwell Holdings LLC | 6,552 | $472.9K | 0.28% | +6,552 | New |
| Argent Trust Co | 6,593 | $475.9K | 0.02% | −593−8.3% | Reduced |
| Aries Wealth Management | 6,636 | $479.0K | 0.15% | +1,367+25.9% | Added |
| Ellerson Group Inc | 6,651 | $480.1K | 0.37% | −1,200−15.3% | Reduced |
| Hara Capital LLC | 6,655 | $480.4K | 0.31% | 00.0% | Unchanged |
| Chicago Capital, LLC | 6,664 | $481.0K | 0.01% | +2,000+42.9% | Added |
| Principle Wealth Partners LLC | 6,665 | $481.1K | 0.04% | +331+5.2% | Added |
| Financial Advisory Service, Inc. | 6,672 | $481.6K | 0.04% | +441+7.1% | Added |
| Rossmore Private Capital | 6,673 | $481.7K | 0.06% | −80−1.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,685 | $482.6K | 0.13% | −66−1.0% | Reduced |
| Founders Financial Alliance, LLC | 6,688 | $482.7K | 0.14% | +57+0.9% | Added |
| Courier Capital LLC | 6,713 | $484.5K | 0.04% | −215−3.1% | Reduced |
| Headinvest, LLC | 6,772 | $488.8K | 0.10% | −80−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,780 | $489.0K | 0.24% | +2,717+66.9% | Added |
| Adviser Investments LLC | 6,820 | $492.3K | 0.01% | +452+7.1% | Added |
| First Foundation Advisors | 6,869 | $495.8K | 0.02% | −377−5.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,910 | $498.8K | 0.12% | +6,910 | New |
| Rothschild Investment LLC | 6,927 | $500.0K | 0.03% | +37+0.5% | Added |
| Westmount Partners, LLC | 6,883 | $501.6K | 0.17% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,980 | $503.8K | 0.05% | +604+9.5% | Added |
| Drive Wealth Management, LLC | 6,989 | $504.4K | 0.14% | −68−1.0% | Reduced |
| Westover Capital Advisors, LLC | 7,000 | $505.3K | 0.13% | +7,000 | New |
| Choate Investment Advisors | 7,001 | $505.3K | 0.01% | −100−1.4% | Reduced |
| Janus Henderson Group PLC | 7,026 | $507.2K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,033 | $507.6K | 0.02% | +215+3.2% | Added |
| New Republic Capital, LLC | 7,037 | $507.9K | 0.26% | +648+10.1% | Added |
| NTV Asset Management LLC | 7,074 | $510.6K | 0.07% | +317+4.7% | Added |
| Select Asset Management & Trust | 7,074 | $511.0K | 0.20% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 7,115 | $513.6K | 0.06% | +7,115 | New |
| AlTi Global, Inc. | 7,120 | $514.0K | 0.01% | +237+3.4% | Added |
| Ausdal Financial Partners, Inc. | 7,123 | $514.1K | 0.05% | −333−4.5% | Reduced |