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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $686.9K | 0.18% | −183−1.9% | Reduced |
| Fruth Investment Management | 9,548 | $689.0K | 0.19% | 00.0% | Unchanged |
| NBT Bank N A | 9,550 | $689.3K | 0.05% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9,629 | $695.0K | 0.01% | −546−5.4% | Reduced |
| Gamco Investors, Inc. Et Al | 9,644 | $696.1K | 0.01% | −8−0.1% | Reduced |
| Smithfield Trust Co | 9,674 | $698.0K | 0.04% | −32−0.3% | Reduced |
| Circle Wealth Management, LLC | 9,695 | $699.8K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9,759 | $704.4K | 0.20% | +500+5.4% | Added |
| W Advisors, LLC | 9,764 | $704.8K | 0.46% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,832 | $709.0K | 0.06% | −228−2.3% | Reduced |
| Bank of Hawaii | 9,850 | $711.0K | 0.03% | −128−1.3% | Reduced |
| Warren Averett Asset Management, LLC | 9,857 | $711.5K | 0.01% | +355+3.7% | Added |
| Beverly Hills Private Wealth, LLC | 9,859 | $711.6K | 0.15% | +88+0.9% | Added |
| 180 Wealth Advisors, LLC | 9,771 | $713.0K | 0.12% | +494+5.3% | Added |
| Penbrook Management LLC | 9,900 | $714.6K | 0.44% | 00.0% | Unchanged |
| Camden Capital, LLC | 9,923 | $716.2K | 0.06% | +169+1.7% | Added |
| Global Retirement Partners, LLC | 9,944 | $717.7K | 0.02% | +5,008+101.5% | Added |
| Birmingham Capital Management Co Inc | 9,965 | $719.3K | 0.28% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,897 | $721.2K | 0.21% | −27−0.3% | Reduced |
| Northwest Capital Management Inc | 10,000 | $721.8K | 0.26% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10,030 | $724.0K | 0.00% | −236−2.3% | Reduced |
| Trust Co of Vermont | 10,040 | $724.7K | 0.04% | +100+1.0% | Added |
| Alhambra Investment Partners LLC | 10,060 | $726.1K | 0.40% | −383−3.7% | Reduced |
| 9258 Wealth Management, LLC | 10,063 | $726.4K | 0.11% | −288−2.8% | Reduced |
| Intrust Bank NA | 10,089 | $728.2K | 0.08% | +139+1.4% | Added |
| Schulhoff & Co Inc | 10,092 | $728.4K | 0.33% | +70+0.7% | Added |
| Trust Point Inc. | 10,103 | $729.2K | 0.06% | −455−4.3% | Reduced |
| Qtron Investments LLC | 10,135 | $731.5K | 0.11% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,143 | $732.0K | 0.02% | +10,143 | New |
| Welch & Forbes LLC | 10,120 | $734.4K | 0.01% | +88+0.9% | Added |
| Wedmont Private Capital | 10,063 | $735.4K | 0.05% | +1,554+18.3% | Added |
| Norden Group LLC | 10,301 | $743.6K | 0.15% | +286+2.9% | Added |
| Harmony Asset Management LLC | 10,307 | $744.0K | 0.31% | +100+1.0% | Added |
| Investors Research Corp | 10,357 | $747.6K | 0.17% | −300−2.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,379 | $749.2K | 0.01% | +337+3.4% | Added |
| Henry James International Management, Inc. | 10,387 | $749.7K | 0.27% | 00.0% | Unchanged |
| Bessemer Group Inc | 10,392 | $750.0K | 0.00% | −1,013−8.9% | Reduced |
| Taika Capital, LP | 10,470 | $755.7K | 0.60% | +10,470 | New |
| Diversified Trust Co | 10,518 | $759.2K | 0.02% | −1,474−12.3% | Reduced |
| StrongBox Wealth, LLC | 10,564 | $762.5K | 0.36% | +2,557+31.9% | Added |
| Wealth Alliance | 10,586 | $764.1K | 0.10% | −1,946−15.5% | Reduced |
| Horizon Investments, LLC | 10,677 | $770.7K | 0.02% | −160−1.5% | Reduced |
| Eagle Asset Management Inc | 10,583 | $771.2K | 0.00% | +72+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 10,686 | $771.3K | 0.17% | −428−3.9% | Reduced |
| Finivi Inc. | 10,749 | $775.9K | 0.64% | +78+0.7% | Added |
| Puzo Michael J | 10,750 | $775.9K | 0.22% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 10,752 | $776.1K | 0.05% | −415−3.7% | Reduced |
| Private Trust Co NA | 10,811 | $780.3K | 0.08% | +254+2.4% | Added |
| Gratus Wealth Advisors, LLC | 10,803 | $780.5K | 0.13% | +448+4.3% | Added |
| First Manhattan Co | 10,882 | $785.5K | 0.00% | −1,551−12.5% | Reduced |
| Citadel Advisors LLC | 10,883 | $785.5K | 0.00% | −2,107−16.2% | Reduced |
| Sigma Planning Corp | 10,890 | $786.1K | 0.02% | +507+4.9% | Added |
| John G Ullman & Associates Inc | 10,900 | $786.8K | 0.12% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 10,943 | $789.9K | 0.02% | −741−6.3% | Reduced |
| Founders Financial Securities LLC | 10,949 | $790.3K | 0.07% | +13+0.1% | Added |
| TrinityPoint Wealth, LLC | 11,008 | $794.5K | 0.12% | +92+0.8% | Added |
| Archetype Wealth Partners | 11,011 | $795.0K | 0.13% | −1,643−13.0% | Reduced |
| Proequities, Inc. | 11,018 | $795.2K | 0.05% | +374+3.5% | Added |
| Gryphon Financial Partners LLC | 11,054 | $797.9K | 0.12% | +25+0.2% | Added |
| Farmers & Merchants Investments Inc | 11,055 | $798.0K | 0.03% | −865−7.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,060 | $798.3K | 0.07% | +6,332+133.9% | Added |
| Susquehanna International Group Ltd. | 11,061 | $798.4K | 0.20% | −53,045−82.7% | Reduced |
| First Horizon Advisors, Inc. | 11,097 | $801.0K | 0.02% | +142+1.3% | Added |
| Aull & Monroe Investment Management Corp | 11,130 | $803.4K | 0.39% | −817−6.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 11,131 | $803.4K | 0.00% | +4,233+61.4% | Added |
| Moneta Group Investment Advisors LLC | 11,251 | $812.1K | 0.01% | +188+1.7% | Added |
| Compagnie Lombard Odier SCmA | 11,261 | $812.8K | 0.01% | +6,551+139.1% | Added |
| Brookstone Capital Management | 11,107 | $813.9K | 0.01% | −1,931−14.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 11,364 | $814.6K | 0.44% | +889+8.5% | Added |
| TCG Advisory Services, LLC | 11,332 | $817.9K | 0.04% | −419−3.6% | Reduced |
| Ballentine Partners, LLC | 11,348 | $819.1K | 0.02% | +1,303+13.0% | Added |
| Capital Investment Advisors, LLC | 11,388 | $822.0K | 0.02% | +103+0.9% | Added |
| Ameritas Advisory Services, LLC | 11,420 | $824.3K | 0.03% | +66+0.6% | Added |
| Stonegate Investment Group, LLC | 11,438 | $825.6K | 0.02% | +2,738+31.5% | Added |
| Fulton Bank, N.A. | 11,445 | $826.1K | 0.03% | +5,314+86.7% | Added |
| Pin Oak Investment Advisors Inc | 11,573 | $835.0K | 0.80% | −593−4.9% | Reduced |
| Schnieders Capital Management LLC | 11,760 | $848.8K | 0.17% | +1,300+12.4% | Added |
| Catalytic Wealth RIA, LLC | 11,835 | $854.3K | 0.17% | +2,676+29.2% | Added |
| James Investment Research Inc | 11,932 | $861.3K | 0.10% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 11,989 | $861.8K | 0.18% | +4,014+50.3% | Added |
| Great Diamond Partners, LLC | 11,994 | $865.7K | 0.20% | +30+0.3% | Added |
| Oxbow Advisors, LLC | 12,040 | $869.0K | 0.10% | −200−1.6% | Reduced |
| AE Wealth Management LLC | 12,106 | $873.8K | 0.01% | +1,416+13.2% | Added |
| Marks Group Wealth Management, Inc | 12,158 | $877.6K | 0.09% | +2,397+24.6% | Added |
| Glen Eagle Advisors, LLC | 12,180 | $879.1K | 0.16% | +430+3.7% | Added |
| Syon Capital LLC | 12,278 | $886.2K | 0.08% | +633+5.4% | Added |
| Two Sigma Securities, LLC | 12,300 | $887.8K | 0.04% | −12,683−50.8% | Reduced |
| Trust Co of Toledo NA | 12,302 | $888.0K | 0.13% | −474−3.7% | Reduced |
| GeoWealth Management, LLC | 12,316 | $889.0K | 0.04% | +3,764+44.0% | Added |
| True Wealth Design, LLC | 12,380 | $893.6K | 0.22% | −38−0.3% | Reduced |
| Aaron Wealth Advisors | 12,409 | $895.7K | 0.12% | +1,592+14.7% | Added |
| Rafferty Asset Management, LLC | 12,433 | $897.4K | 0.00% | −3,152−20.2% | Reduced |
| Shoker Investment Counsel, Inc. | 12,490 | $901.6K | 0.32% | −194−1.5% | Reduced |
| Jefferies Financial Group Inc. | 12,500 | $902.3K | 0.02% | −22,250−64.0% | Reduced |
| NVWM, LLC | 12,775 | $922.1K | 0.25% | −78−0.6% | Reduced |
| First National Bank of Omaha | 12,777 | $922.2K | 0.06% | +100+0.8% | Added |
| J.W. Cole Advisors, Inc. | 12,861 | $928.4K | 0.04% | +887+7.4% | Added |
| Clarius Group, LLC | 12,871 | $929.0K | 0.07% | −2,063−13.8% | Reduced |
| Lake Street Advisors Group, LLC | 12,876 | $929.4K | 0.04% | +785+6.5% | Added |
| Independent Financial Group, LLC | 12,879 | $929.6K | 0.04% | +1,513+13.3% | Added |