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 |
|---|---|---|---|---|---|
| Venture Visionary Partners LLC | 7,135 | $515.0K | 0.02% | +578+8.8% | Added |
| Community Bank of Raymore | 7,150 | $516.1K | 0.40% | −12,000−62.7% | Reduced |
| RMB Capital Management, LLC | 7,172 | $517.7K | 0.01% | −447−5.9% | Reduced |
| Flputnam Investment Management Co | 7,176 | $518.0K | 0.01% | −272−3.7% | Reduced |
| Parsons Capital Management Inc | 7,186 | $518.7K | 0.04% | −200−2.7% | Reduced |
| Cullinan Associates Inc | 7,200 | $519.7K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,271 | $524.8K | 0.08% | +37+0.5% | Added |
| Vaughan David Investments LLC | 7,276 | $525.0K | 0.01% | −2,440−25.1% | Reduced |
| Essex Financial Services, Inc. | 7,377 | $526.4K | 0.04% | +4,387+146.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 7,299 | $526.8K | 0.16% | −120,190−94.3% | Reduced |
| Equitable Holdings, Inc. | 7,301 | $527.0K | 0.01% | +56+0.8% | Added |
| Crescent Grove Advisors, LLC | 7,304 | $527.2K | 0.06% | −520−6.6% | Reduced |
| West Oak Capital, LLC | 7,305 | $527.3K | 0.21% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 7,352 | $530.7K | 0.14% | +7,352 | New |
| Greenwood Gearhart Inc | 7,437 | $536.8K | 0.05% | −1,355−15.4% | Reduced |
| Plancorp, LLC | 7,483 | $540.2K | 0.02% | −10.0% | Reduced |
| Pullen Investment Management, LLC | 7,495 | $541.0K | 0.45% | +310+4.3% | Added |
| Bartlett & Co. Wealth Management LLC | 7,503 | $541.6K | 0.01% | −436−5.5% | Reduced |
| Lindbrook Capital, LLC | 7,510 | $542.1K | 0.05% | +158+2.1% | Added |
| Empower Advisory Group, LLC | 7,558 | $545.5K | 0.00% | −2,412−24.2% | Reduced |
| Wealthcare Advisory Partners LLC | 7,617 | $549.8K | 0.02% | −142−1.8% | Reduced |
| Spire Wealth Management | 7,622 | $550.2K | 0.02% | −1,934−20.2% | Reduced |
| BKD Wealth Advisors, LLC | 7,670 | $553.6K | 0.01% | +93+1.2% | Added |
| Gables Capital Management Inc. | 7,690 | $555.1K | 0.29% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,693 | $555.3K | 0.01% | +7,693 | New |
| Albert D Mason Inc | 7,706 | $556.2K | 0.38% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 7,725 | $557.6K | 0.40% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,776 | $561.3K | 0.00% | −152,663−95.2% | Reduced |
| Bruce G. Allen Investments, LLC | 7,783 | $561.8K | 0.47% | +13+0.2% | Added |
| Romano Brothers and Company | 7,784 | $561.8K | 0.08% | +300+4.0% | Added |
| Westwood Holdings Group Inc. | 7,788 | $562.1K | 0.00% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 7,803 | $563.2K | 0.38% | +242+3.2% | Added |
| Aptus Capital Advisors, LLC | 7,822 | $564.6K | 0.01% | +30.0% | Added |
| Seven Eight Capital, LP | 7,845 | $566.3K | 0.06% | −29,936−79.2% | Reduced |
| Change Path, LLC | 7,907 | $571.0K | 0.03% | −471−5.6% | Reduced |
| Chemistry Wealth Management LLC | 7,935 | $572.8K | 0.15% | +387+5.1% | Added |
| Axiom Advisory, LLC | 8,029 | $573.8K | 0.01% | +8,029 | New |
| National Philanthropic Trust | 7,960 | $574.6K | 0.01% | −1,223−13.3% | Reduced |
| Buckingham Strategic Wealth, LLC | 7,966 | $575.0K | 0.01% | −101−1.3% | Reduced |
| Kavar Capital Partners Group, LLC | 7,970 | $575.3K | 0.10% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,987 | $576.5K | 0.13% | +858+12.0% | Added |
| Susquehanna International Group, LLP | 7,994 | $577.0K | 0.00% | −54,598−87.2% | Reduced |
| Orion Investment Co | 8,005 | $577.8K | 0.23% | +8,005 | New |
| Apexium Financial, LP | 8,011 | $578.2K | 0.04% | +1,275+18.9% | Added |
| Farther Finance Advisors, LLC | 7,950 | $579.3K | 0.03% | +1,268+19.0% | Added |
| Seed Wealth Management, Inc. | 8,065 | $582.1K | 0.51% | +600+8.0% | Added |
| Motco | 8,070 | $582.5K | 0.03% | +138+1.7% | Added |
| Harbour Capital Advisors, LLC | 8,005 | $583.3K | 0.14% | −560−6.5% | Reduced |
| Dearborn Partners LLC | 8,093 | $584.1K | 0.03% | +8+0.1% | Added |
| Simon Quick Advisors, LLC | 8,100 | $584.7K | 0.04% | +231+2.9% | Added |
| Cozad Asset Management Inc | 8,111 | $585.5K | 0.06% | +530+7.0% | Added |
| Estabrook Capital Management | 8,124 | $586.4K | 0.09% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,146 | $588.0K | 0.30% | +1,603+24.5% | Added |
| Broadwater Capital Management LLC | 8,236 | $594.5K | 0.46% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,246 | $595.2K | 0.17% | +116+1.4% | Added |
| Covenant Partners, LLC | 8,255 | $595.8K | 0.18% | +24+0.3% | Added |
| Cardiff Park Advisors, LLC | 8,281 | $597.7K | 0.06% | −273−3.2% | Reduced |
| Axxcess Wealth Management, LLC | 8,308 | $599.7K | 0.02% | −793−8.7% | Reduced |
| Wallace Advisory Group, LLC | 8,308 | $599.7K | 0.43% | +843+11.3% | Added |
| BKM Wealth Management, LLC | 8,328 | $601.1K | 0.29% | −117−1.4% | Reduced |
| Philadelphia Trust Co | 8,350 | $603.0K | 0.05% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,358 | $603.3K | 0.04% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,371 | $604.2K | 0.02% | +266+3.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,378 | $604.7K | 0.00% | +754+9.9% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $605.7K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,298 | $607.9K | 0.15% | +20+0.2% | Added |
| Hancock Whitney Corp | 8,466 | $611.1K | 0.02% | −160−1.9% | Reduced |
| Summit X, LLC | 8,444 | $611.7K | 0.14% | +2,801+49.6% | Added |
| Boston Family Office LLC | 8,502 | $614.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $616.4K | 0.39% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 8,582 | $619.4K | 0.40% | +8,582 | New |
| Boyd Watterson Asset Management LLC | 8,613 | $621.7K | 0.18% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,614 | $621.7K | 0.07% | −118−1.4% | Reduced |
| Harbour Investments, Inc. | 8,615 | $621.9K | 0.02% | +659+8.3% | Added |
| Diligent Investors, LLC | 8,628 | $622.8K | 0.15% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 8,693 | $627.5K | 0.05% | +1,614+22.8% | Added |
| Bollard Group LLC | 8,698 | $628.0K | 0.02% | +5,425+165.8% | Added |
| Gallacher Capital Management LLC | 8,702 | $628.1K | 0.33% | +243+2.9% | Added |
| Summit Trail Advisors, LLC | 8,709 | $628.6K | 0.02% | +4,791+122.3% | Added |
| Woodmont Investment Counsel LLC | 8,758 | $632.2K | 0.05% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 8,796 | $634.9K | 0.47% | −22,833−72.2% | Reduced |
| WESPAC Advisors, LLC | 8,817 | $636.4K | 0.50% | −3,240−26.9% | Reduced |
| Karpas Strategies, LLC | 8,852 | $638.9K | 0.20% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 8,870 | $640.2K | 0.65% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,873 | $640.5K | 0.19% | −379−4.1% | Reduced |
| Wrapmanager Inc | 8,875 | $640.6K | 0.18% | −910−9.3% | Reduced |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,956 | $646.5K | 0.07% | +242+2.8% | Added |
| Verdence Capital Advisors LLC | 8,992 | $649.1K | 0.06% | −615−6.4% | Reduced |
| Baldwin Investment Management, LLC | 9,019 | $651.0K | 0.09% | −10−0.1% | Reduced |
| Private Capital Management, LLC | 9,024 | $651.4K | 0.08% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 9,050 | $653.2K | 0.45% | +9,050 | New |
| Eqis Capital Management, Inc. | 9,089 | $656.1K | 0.05% | −1,802−16.5% | Reduced |
| Gradient Investments LLC | 9,128 | $658.9K | 0.01% | +12+0.1% | Added |
| Collaborative Wealth Managment Inc. | 9,175 | $662.3K | 0.32% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 9,250 | $667.7K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $667.7K | 0.12% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,280 | $669.9K | 0.22% | +40.0% | Added |
| First Wilshire Securities Management Inc | 9,365 | $676.0K | 0.21% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 9,450 | $682.1K | 0.01% | 00.0% | Unchanged |