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 |
|---|---|---|---|---|---|
| Pensionmark Financial Group, LLC | 4,082 | $294.6K | 0.02% | −156−3.7% | Reduced |
| Argent Advisors, Inc. | 4,059 | $293.0K | 0.12% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,057 | $292.8K | 0.03% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 4,055 | $292.7K | 0.03% | +115+2.9% | Added |
| Fifth Third Wealth Advisors LLC | 4,051 | $292.4K | 0.02% | +136+3.5% | Added |
| Coastal Bridge Advisors, LLC | 4,047 | $292.1K | 0.07% | −14−0.3% | Reduced |
| Angeles Wealth Management, LLC | 4,022 | $290.3K | 0.03% | +1,010+33.5% | Added |
| Encompass More Asset Management | 4,021 | $290.2K | 0.21% | +237+6.3% | Added |
| Phillips Wealth Planners LLC | 3,969 | $289.5K | 0.31% | −43−1.1% | Reduced |
| Strategic Advisors LLC | 4,000 | $288.7K | 0.06% | −1,500−27.3% | Reduced |
| Leonteq Securities AG | 4,000 | $288.7K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,994 | $288.3K | 0.02% | −250−5.9% | Reduced |
| Advisors Preferred, LLC | 3,939 | $287.0K | 0.05% | +3,939 | New |
| Williamson Legacy Group, LLC | 3,973 | $286.8K | 0.21% | −7,319−64.8% | Reduced |
| Hexagon Capital Partners LLC | 3,955 | $285.5K | 0.06% | +60+1.5% | Added |
| Kozak & Associates, Inc. | 3,909 | $285.4K | 0.07% | −14−0.4% | Reduced |
| Mechanics Bank Trust Department | 3,949 | $285.0K | 0.04% | −90−2.2% | Reduced |
| Beacon Financial Advisory LLC | 3,930 | $283.7K | 0.11% | +146+3.9% | Added |
| Edmond de Rothschild Holding S.A. | 3,925 | $283.3K | 0.00% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 3,924 | $283.2K | 0.06% | +3,924 | New |
| Palisade Asset Management, LLC | 3,921 | $283.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,905 | $281.9K | 0.02% | +138+3.7% | Added |
| Credit Agricole S A | 3,900 | $281.5K | 0.00% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,892 | $280.9K | 0.03% | +12+0.3% | Added |
| Confluence Wealth Services, Inc. | 3,879 | $280.0K | 0.02% | −369−8.7% | Reduced |
| Geneos Wealth Management Inc. | 3,876 | $279.8K | 0.01% | +498+14.7% | Added |
| Alera Investment Advisors, LLC | 3,873 | $279.6K | 0.03% | +3,873 | New |
| Smartleaf Asset Management LLC | 3,904 | $278.9K | 0.05% | +1,032+35.9% | Added |
| Kingswood Wealth Advisors, LLC | 3,862 | $278.8K | 0.03% | −55−1.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,854 | $278.2K | 0.01% | +3,854 | New |
| Ashton Thomas Securities, LLC | 3,825 | $277.7K | 0.07% | +3,825 | New |
| SevenBridge Financial Group, LLC | 3,972 | $276.9K | 0.06% | −220−5.2% | Reduced |
| Financial Management Professionals, Inc. | 3,804 | $275.0K | 0.04% | −10.0% | Reduced |
| NWF Advisory Services Inc. | 3,806 | $274.7K | 0.04% | +108+2.9% | Added |
| Holderness Investments Co | 3,795 | $273.9K | 0.06% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3,757 | $271.2K | 0.01% | +3,757 | New |
| Tyche Wealth Partners LLC | 3,749 | $270.6K | 0.07% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,748 | $270.5K | 0.00% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,722 | $268.7K | 0.16% | −107−2.8% | Reduced |
| Successful Portfolios LLC | 3,721 | $268.6K | 0.19% | +10.0% | Added |
| Chapin Davis, Inc. | 3,716 | $268.2K | 0.09% | +2+0.1% | Added |
| Horan Securities, Inc. | 3,710 | $267.8K | 0.12% | +10.0% | Added |
| Tevis Investment Management | 3,697 | $266.8K | 0.21% | −1,593−30.1% | Reduced |
| HCR Wealth Advisors | 3,651 | $263.5K | 0.04% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,626 | $261.7K | 0.06% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,613 | $260.8K | 0.04% | −100−2.7% | Reduced |
| Marco Investment Management LLC | 3,607 | $260.4K | 0.02% | −138−3.7% | Reduced |
| CRA Financial Services, LLC | 3,605 | $260.2K | 0.05% | −650−15.3% | Reduced |
| Zions Bancorporation, N.A. | 3,604 | $260.1K | 0.02% | −216−5.7% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,980 | $257.2K | 0.03% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,556 | $256.7K | 0.07% | +106+3.1% | Added |
| Delta Asset Management LLC | 3,547 | $256.0K | 0.02% | 00.0% | Unchanged |
| Tufton Capital Management | 3,545 | $255.9K | 0.05% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 3,494 | $254.9K | 0.08% | −484−12.2% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $254.1K | 0.12% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,516 | $253.8K | 0.01% | −438−11.1% | Reduced |
| Johnson Financial Group, Inc. | 3,511 | $253.4K | 0.01% | +1,900+117.9% | Added |
| Icon Wealth Advisors, LLC | 3,457 | $253.2K | 0.02% | −1,564−31.1% | Reduced |
| Foundations Investment Advisors, LLC | 3,501 | $252.7K | 0.01% | −182−4.9% | Reduced |
| Diversify Wealth Management, LLC | 3,610 | $252.7K | 0.03% | +3,610 | New |
| Aprio Wealth Management, LLC | 3,476 | $250.9K | 0.05% | +403+13.1% | Added |
| Western Wealth Management, LLC | 3,464 | $250.0K | 0.02% | −257−6.9% | Reduced |
| Catalina Capital Group, LLC | 3,461 | $249.8K | 0.10% | −56−1.6% | Reduced |
| Cooper Financial Group | 3,437 | $248.1K | 0.04% | −395−10.3% | Reduced |
| Old Port Advisors | 3,431 | $247.7K | 0.07% | +3,431 | New |
| Werba Rubin Papier Wealth Management | 3,428 | $247.4K | 0.07% | +3,428 | New |
| Clark Capital Management Group, Inc. | 3,427 | $247.4K | 0.00% | +3,427 | New |
| Sawyer & Company, Inc | 3,411 | $246.0K | 0.10% | −125−3.5% | Reduced |
| Welch Group, LLC | 3,407 | $245.9K | 0.01% | +421+14.1% | Added |
| Doliver Advisors, LP | 3,397 | $245.2K | 0.07% | 00.0% | Unchanged |
| HM Payson & Co | 3,392 | $244.8K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,381 | $244.1K | 0.05% | +3,381 | New |
| Prudent Man Advisors, LLC | 3,379 | $243.9K | 0.09% | −285−7.8% | Reduced |
| Foster Group, Inc. | 3,370 | $243.2K | 0.01% | +67+2.0% | Added |
| Riverbridge Partners LLC | 3,365 | $242.9K | 0.00% | +3,365 | New |
| Smart Money Group LLC | 3,303 | $241.8K | 0.09% | +15+0.5% | Added |
| Gibbs Wealth Management | 3,346 | $241.5K | 0.10% | +3,346 | New |
| LM Advisors LLC | 3,340 | $241.0K | 0.00% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,331 | $240.4K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 3,330 | $240.3K | 0.04% | −5−0.1% | Reduced |
| Clarity Financial LLC | 3,303 | $238.4K | 0.04% | +3,303 | New |
| Grove Bank & Trust | 3,289 | $237.4K | 0.04% | −107−3.2% | Reduced |
| Fiduciary Group LLC | 3,286 | $237.2K | 0.03% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,270 | $236.1K | 0.10% | −3,219−49.6% | Reduced |
| SFMG, LLC | 3,268 | $235.9K | 0.02% | +85+2.7% | Added |
| Klingman & Associates, LLC | 3,264 | $235.6K | 0.02% | +3,264 | New |
| SkyOak Wealth, LLC | 3,250 | $234.6K | 0.05% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 3,248 | $234.4K | 0.11% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,243 | $234.1K | 0.04% | −680−17.3% | Reduced |
| Tompkins Financial Corp | 3,230 | $233.1K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $233.0K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 3,272 | $232.9K | 0.03% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $232.9K | 0.03% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 3,226 | $232.9K | 0.08% | +31+1.0% | Added |
| Gillespie Robinson & Grimm Inc | 3,226 | $232.9K | 0.02% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,225 | $232.8K | 0.02% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 3,208 | $231.6K | 0.01% | −29−0.9% | Reduced |
| Moloney Securities Asset Management, LLC | 3,206 | $231.4K | 0.03% | −30−0.9% | Reduced |
| Cadinha & Co LLC | 3,205 | $231.3K | 0.04% | −400−11.1% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $231.0K | 0.06% | 00.0% | Unchanged |