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 |
|---|---|---|---|---|---|
| Summitry LLC | 5,270 | $380.4K | 0.02% | +816+18.3% | Added |
| Fiduciary Financial Group, LLC | 5,223 | $379.6K | 0.09% | +5,223 | New |
| Walleye Capital LLC | 5,257 | $379.4K | 0.00% | −117,785−95.7% | Reduced |
| Gratus Capital LLC | 5,192 | $374.8K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,176 | $373.6K | 0.02% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,168 | $373.0K | 0.04% | −923−15.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,157 | $372.2K | 0.00% | −1,213−19.0% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $368.0K | 0.18% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,056 | $364.9K | 0.05% | +313+6.6% | Added |
| Vista Investment Partners LLC | 5,035 | $363.4K | 0.12% | +37+0.7% | Added |
| Prio Wealth Limited Partnership | 5,034 | $363.4K | 0.01% | −1,006−16.7% | Reduced |
| Abacus Planning Group, Inc. | 5,028 | $362.9K | 0.07% | −64−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 5,027 | $362.8K | 0.02% | +210+4.4% | Added |
| Greenfield Savings Bank | 5,022 | $362.5K | 0.19% | −276−5.2% | Reduced |
| Chelsea Counsel Co | 5,012 | $361.8K | 0.18% | 00.0% | Unchanged |
| 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 |
| Lynx Investment Advisory | 4,991 | $360.3K | 0.27% | +4,991 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $358.6K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 4,968 | $358.6K | 0.23% | +44+0.9% | Added |
| Barclays PLC | 4,962 | $358.2K | 0.00% | −1,356−21.5% | Reduced |
| Red Door Wealth Management, LLC | 4,934 | $356.1K | 0.06% | +127+2.6% | Added |
| Ti-Trust, Inc | 4,920 | $355.1K | 0.27% | 00.0% | Unchanged |
| Balentine LLC | 4,916 | $354.8K | 0.02% | −5,113−51.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 4,915 | $354.8K | 0.03% | +1,299+35.9% | Added |
| Lantz Financial LLC | 4,914 | $354.7K | 0.11% | +129+2.7% | Added |
| Essex Savings Bank | 4,912 | $354.5K | 0.10% | −601−10.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,891 | $353.0K | 0.03% | +53+1.1% | Added |
| Abel Hall, LLC | 4,889 | $352.9K | 0.25% | +363+8.0% | Added |
| Eagle Harbor Asset Management Inc | 4,882 | $352.4K | 0.38% | −279−5.4% | Reduced |
| Isthmus Partners, LLC | 4,867 | $351.3K | 0.04% | −540−10.0% | Reduced |
| Saturna Capital CORP | 4,849 | $350.0K | 0.00% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $349.5K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,839 | $349.3K | 0.22% | +11+0.2% | Added |
| E&G Advisors, LP | 4,829 | $348.6K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,817 | $347.7K | 0.03% | −100−2.0% | Reduced |
| Keudell/Morrison Wealth Management | 4,813 | $347.4K | 0.10% | −18−0.4% | Reduced |
| Brave Asset Management Inc | 4,800 | $346.5K | 0.09% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 4,769 | $344.2K | 0.06% | +1,402+41.6% | Added |
| Avestar Capital, LLC | 4,737 | $341.9K | 0.04% | −3,325−41.2% | Reduced |
| AllSquare Wealth Management LLC | 4,700 | $339.2K | 0.20% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,060 | $339.2K | 0.26% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,675 | $337.4K | 0.17% | −130−2.7% | Reduced |
| Investors Asset Management of Georgia Inc | 4,675 | $337.4K | 0.16% | −10−0.2% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $336.0K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 4,652 | $335.8K | 0.02% | +20.0% | Added |
| First American Trust, FSB | 4,643 | $335.1K | 0.03% | +119+2.6% | Added |
| Wintrust Investments LLC | 4,637 | $335.0K | 0.03% | +4,637 | New |
| Kathmere Capital Management, LLC | 4,639 | $334.8K | 0.04% | +1,035+28.7% | Added |
| Gagnon Securities LLC | 4,596 | $331.7K | 0.07% | −35−0.8% | Reduced |
| Diversify Advisory Services, LLC | 4,568 | $331.6K | 0.02% | −1,588−25.8% | Reduced |
| Ransom Advisory, Ltd | 4,573 | $330.1K | 0.17% | +336+7.9% | Added |
| We Are One Seven, LLC | 4,562 | $329.3K | 0.02% | −1,249−21.5% | Reduced |
| Southeast Asset Advisors Inc. | 4,558 | $329.0K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $328.4K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $327.4K | 0.04% | 00.0% | Unchanged |
| First Financial Corp | 4,499 | $324.7K | 0.17% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,474 | $322.9K | 0.15% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,462 | $322.1K | 0.01% | +119+2.7% | Added |
| Lafayette Investments, Inc. | 4,452 | $321.3K | 0.07% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,446 | $320.9K | 0.01% | +392+9.7% | Added |
| Texas Capital Bancshares Inc | 4,437 | $320.3K | 0.13% | −1,494−25.2% | Reduced |
| Resurgent Financial Advisors LLC | 4,432 | $319.9K | 0.20% | −10,643−70.6% | Reduced |
| St Germain D J Co Inc | 4,408 | $318.2K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,407 | $318.1K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 4,373 | $315.6K | 0.04% | +412+10.4% | Added |
| Indie Asset Partners, LLC | 4,365 | $315.1K | 0.25% | 00.0% | Unchanged |
| Washington Trust Co | 4,360 | $314.7K | 0.01% | +30+0.7% | Added |
| TBH Global Asset Management, LLC | 4,356 | $314.4K | 0.07% | −48−1.1% | Reduced |
| Traveka Wealth, LLC | 4,350 | $314.0K | 0.15% | +383+9.7% | Added |
| Gateway Wealth Partners, LLC | 4,310 | $311.1K | 0.09% | −349−7.5% | Reduced |
| Alliance Wealth Advisors, LLC | 4,293 | $309.9K | 0.20% | −62−1.4% | Reduced |
| Tranquility Partners, LLC | 4,271 | $308.3K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 4,263 | $307.7K | 0.02% | +8+0.2% | Added |
| Founders Capital Management, LLC | 4,262 | $307.6K | 0.06% | −600−12.3% | Reduced |
| Stokes Family Office, LLC | 4,260 | $307.5K | 0.04% | +212+5.2% | Added |
| Eads & Heald Wealth Management | 4,249 | $307.0K | 0.15% | −175−4.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,250 | $306.8K | 0.03% | −50−1.2% | Reduced |
| Smith, Moore & Co. | 4,235 | $305.7K | 0.03% | +39+0.9% | Added |
| Braun-Bostich & Associates Inc. | 4,232 | $305.5K | 0.23% | +4,232 | New |
| Sheaff Brock Investment Advisors, LLC | 4,222 | $304.7K | 0.03% | −1,582−27.3% | Reduced |
| Ballew Advisors, Inc | 4,171 | $304.3K | 0.20% | +50+1.2% | Added |
| RDA Financial Network | 4,211 | $304.0K | 0.10% | +182+4.5% | Added |
| Banque Cantonale Vaudoise | 4,200 | $303.0K | 0.01% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 4,150 | $301.6K | 0.03% | −29−0.7% | Reduced |
| Waldron Private Wealth LLC | 4,169 | $300.9K | 0.01% | +165+4.1% | Added |
| Signature Wealth Management Partners, LLC | 4,168 | $300.8K | 0.23% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,165 | $300.6K | 0.05% | +688+19.8% | Added |
| J. W. Coons Advisors, LLC | 4,165 | $300.6K | 0.07% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,090 | $299.7K | 0.01% | +96+2.4% | Added |
| Cetera Trust Company, N.A | 4,150 | $299.5K | 0.19% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 4,130 | $298.1K | 0.01% | +4,130 | New |
| Duncker Streett & Co Inc | 4,126 | $297.8K | 0.06% | +8+0.2% | Added |
| Sepio Capital, LP | 4,117 | $297.0K | 0.03% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,094 | $295.5K | 0.06% | +843+25.9% | Added |
| Marcum Wealth, LLC | 4,093 | $295.4K | 0.03% | −130−3.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,086 | $294.9K | 0.03% | +162+4.1% | Added |
| Evolution Wealth Advisors, LLC | 4,124 | $294.7K | 0.06% | 00.0% | Unchanged |