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 |
|---|---|---|---|---|---|
| Pacific Global Investment Management CO | 12,982 | $937.0K | 0.18% | +154+1.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $938.0K | 0.01% | −3,000−18.8% | Reduced |
| TCTC Holdings, LLC | 13,066 | $943.1K | 0.03% | +3,480+36.3% | Added |
| Texas Yale Capital Corp. | 13,108 | $946.1K | 0.05% | +350+2.7% | Added |
| EPG Wealth Management LLC | 0 | $948.1K | 0.22% | −13,187−100.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 13,215 | $953.9K | 0.35% | +13,215 | New |
| Mutual Advisors, LLC | 13,295 | $955.1K | 0.03% | +669+5.3% | Added |
| Intrua Financial, LLC | 13,470 | $972.2K | 0.16% | −1,113−7.6% | Reduced |
| Toronto Dominion Bank | 13,543 | $977.5K | 0.00% | −225−1.6% | Reduced |
| Lee Danner & Bass Inc | 13,556 | $978.0K | 0.08% | +13,556 | New |
| MidWestOne Financial Group, Inc. | 13,595 | $981.3K | 0.18% | +2,742+25.3% | Added |
| Hayek Kallen Investment Management | 13,616 | $983.0K | 0.37% | +18+0.1% | Added |
| Sage Rhino Capital LLC | 13,624 | $983.4K | 0.23% | +74+0.5% | Added |
| EP Wealth Advisors, LLC | 13,626 | $983.5K | 0.01% | −1,314−8.8% | Reduced |
| Flagship Harbor Advisors, LLC | 13,781 | $994.7K | 0.06% | +2,637+23.7% | Added |
| Tiaa Trust, National Association | 13,792 | $995.5K | 0.00% | +224+1.7% | Added |
| Dorsey & Whitney Trust CO LLC | 13,799 | $996.0K | 0.07% | +584+4.4% | Added |
| Boston Private Wealth LLC | 13,828 | $998.1K | 0.02% | −1,724−11.1% | Reduced |
| Sunbelt Securities, Inc. | 13,832 | $998.4K | 0.10% | −562−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 13,842 | $999.0K | 0.08% | +444+3.3% | Added |
| DMG Group, LLC | 13,879 | $1.00M | 0.86% | +596+4.5% | Added |
| Mairs & Power Inc | 13,920 | $1.00M | 0.01% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 13,964 | $1.01M | 0.18% | +310+2.3% | Added |
| Quantbot Technologies LP | 13,984 | $1.01M | 0.05% | −5,830−29.4% | Reduced |
| Credit Capital Investments LLC | 14,000 | $1.01M | 1.27% | −14,500−50.9% | Reduced |
| Strategic Global Advisors, LLC | 7,569 | $1.02M | 0.21% | +3,914+107.1% | Added |
| Susquehanna International Securities, Ltd. | 14,136 | $1.02M | 0.37% | −18,137−56.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,162 | $1.02M | 0.01% | +1,965+16.1% | Added |
| Miracle Mile Advisors, LLC | 14,167 | $1.02M | 0.02% | −113−0.8% | Reduced |
| Chesley Taft & Associates LLC | 14,215 | $1.03M | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,397 | $1.04M | 0.04% | +418+3.0% | Added |
| Umb Bank N A | 14,426 | $1.04M | 0.02% | −3,505−19.5% | Reduced |
| American Financial Group Inc | 14,500 | $1.05M | 0.45% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,650 | $1.05M | 0.01% | +3,543+29.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 14,629 | $1.06M | 0.15% | +1,084+8.0% | Added |
| Beck Mack & Oliver LLC | 14,657 | $1.06M | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,709 | $1.06M | 0.08% | −13−0.1% | Reduced |
| Busey Wealth Management | 14,897 | $1.08M | 0.04% | −216−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 14,947 | $1.08M | 0.03% | +740+5.2% | Added |
| Bank Ozk | 15,106 | $1.09M | 0.47% | +3,278+27.7% | Added |
| Ingalls & Snyder LLC | 15,243 | $1.10M | 0.05% | −150−1.0% | Reduced |
| HBK Sorce Advisory LLC | 15,266 | $1.10M | 0.04% | +581+4.0% | Added |
| Perpetual Ltd | 15,294 | $1.10M | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15,401 | $1.11M | 0.12% | +118+0.8% | Added |
| Arkadios Wealth Advisors | 15,433 | $1.11M | 0.08% | −2,215−12.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.12M | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 15,802 | $1.14M | 0.05% | +137+0.9% | Added |
| Koshinski Asset Management, Inc. | 15,726 | $1.14M | 0.11% | −2,488−13.7% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.15M | 0.25% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 15,945 | $1.15M | 0.13% | +274+1.7% | Added |
| Donoghue Forlines LLC | 15,961 | $1.15M | 0.33% | +575+3.7% | Added |
| Clifford Swan Investment Counsel LLC | 16,001 | $1.15M | 0.04% | −113−0.7% | Reduced |
| Absher Wealth Management, LLC | 16,063 | $1.16M | 0.16% | +218+1.4% | Added |
| Baker Ellis Asset Management LLC | 16,200 | $1.17M | 0.18% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 16,248 | $1.17M | 0.07% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 16,627 | $1.17M | 0.17% | +4,222+34.0% | Added |
| Auxier Asset Management | 16,346 | $1.18M | 0.19% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,441 | $1.19M | 0.02% | +47+0.3% | Added |
| Wedbush Securities Inc | 16,531 | $1.19M | 0.04% | −1,308−7.3% | Reduced |
| WNY Asset Management, LLC | 16,533 | $1.19M | 0.16% | −819−4.7% | Reduced |
| Main Street Financial Solutions, LLC | 16,537 | $1.19M | 0.11% | +23+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 16,656 | $1.20M | 0.02% | −972−5.5% | Reduced |
| Bogart Wealth, LLC | 16,659 | $1.20M | 0.06% | +66+0.4% | Added |
| Integrated Advisors Network LLC | 16,724 | $1.21M | 0.06% | +279+1.7% | Added |
| Nicholas Hoffman & Company, LLC. | 16,772 | $1.21M | 0.06% | +241+1.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,822 | $1.21M | 0.07% | −1,000−5.6% | Reduced |
| Next Level Private LLC | 16,872 | $1.22M | 0.56% | +121+0.7% | Added |
| Cutter & CO Brokerage, Inc. | 16,979 | $1.23M | 0.30% | −106−0.6% | Reduced |
| Guggenheim Capital LLC | 17,021 | $1.23M | 0.01% | +4,002+30.7% | Added |
| Howe & Rusling Inc | 17,134 | $1.24M | 0.11% | −7,063−29.2% | Reduced |
| Manufacturers Life Insurance Company, The | 17,165 | $1.24M | 0.00% | +337+2.0% | Added |
| Rodgers Brothers Inc. | 17,175 | $1.24M | 0.17% | −29,250−63.0% | Reduced |
| Independent Advisor Alliance | 17,182 | $1.24M | 0.04% | +152+0.9% | Added |
| Hunter Associates Investment Management LLC | 17,217 | $1.24M | 0.21% | −100−0.6% | Reduced |
| Traynor Capital Management, Inc. | 17,417 | $1.26M | 0.11% | +2,110+13.8% | Added |
| Caldwell Trust Co | 17,448 | $1.26M | 0.14% | +2,659+18.0% | Added |
| Crescent Sterling, Ltd. | 17,477 | $1.26M | 1.21% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 17,646 | $1.27M | 0.36% | +2,085+13.4% | Added |
| SOL Capital Management CO | 17,653 | $1.27M | 0.15% | −250−1.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 17,911 | $1.29M | 0.23% | −794−4.2% | Reduced |
| Summit Global Investments | 17,979 | $1.30M | 0.09% | +14,263+383.8% | Added |
| Dynamic Advisor Solutions LLC | 18,192 | $1.31M | 0.04% | +4,788+35.7% | Added |
| Ronald Blue Trust, Inc. | 19,587 | $1.31M | 0.02% | +10,121+106.9% | Added |
| Principal Securities, Inc. | 18,219 | $1.32M | 0.04% | +860+5.0% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.32M | 0.37% | 00.0% | Unchanged |
| Hilltop National Bank | 18,325 | $1.32M | 0.43% | +994+5.7% | Added |
| Navellier & Associates Inc | 18,422 | $1.33M | 0.16% | +2,879+18.5% | Added |
| Greenleaf Trust | 18,462 | $1.33M | 0.01% | 00.0% | Unchanged |
| Glenview Trust Co | 18,771 | $1.35M | 0.03% | +950+5.3% | Added |
| Howland Capital Management LLC | 18,950 | $1.37M | 0.07% | −150−0.8% | Reduced |
| BTC Capital Management, Inc. | 19,004 | $1.37M | 0.13% | −1,882−9.0% | Reduced |
| Royal Fund Management, LLC | 19,012 | $1.38M | 0.19% | −69−0.4% | Reduced |
| IFP Advisors, Inc | 19,076 | $1.38M | 0.05% | +1,877+10.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,968 | $1.38M | 0.01% | +310+1.7% | Added |
| Apollon Wealth Management, LLC | 19,264 | $1.39M | 0.04% | −420−2.1% | Reduced |
| Mission Wealth Management, LP | 19,274 | $1.39M | 0.04% | +79+0.4% | Added |
| Stock Yards Bank & Trust Co | 19,276 | $1.39M | 0.05% | −100−0.5% | Reduced |
| West Family Investments, Inc. | 19,281 | $1.39M | 0.42% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 19,367 | $1.40M | 0.04% | −8,211−29.8% | Reduced |
| WealthTrust Axiom LLC | 19,457 | $1.40M | 0.47% | −136−0.7% | Reduced |