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Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2024: 1,387 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ2 2024: $25.6B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2024.

Institutions holding SHEL in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Badgley Phelps Wealth Managers, LLC3,187$230.0K0.01%+3,187New
Elgethun Capital Management3,183$229.7K0.06%00.0%Unchanged
Breakwater Capital Group3,181$229.6K0.05%+20+0.6%Added
Thompson Investment Management, Inc.3,176$229.3K0.04%00.0%Unchanged
Counterweight Ventures, LLC3,175$229.2K0.17%00.0%Unchanged
Peoples Financial Services Corp.3,150$227.4K0.10%00.0%Unchanged
FMB Wealth Management3,148$227.2K0.17%00.0%Unchanged
Roundview Capital LLC3,138$226.5K0.02%00.0%Unchanged
Ancora Advisors, LLC3,134$226.2K0.01%+3+0.1%Added
Linscomb & Williams, Inc.3,130$225.9K0.01%−1,165−27.1%Reduced
Retirement Investment Advisors, Inc.3,130$225.9K0.03%+3,130New
Clifford Capital Partners LLC3,119$225.1K0.05%00.0%Unchanged
Carnegie Capital Asset Management, LLC3,108$224.3K0.01%00.0%Unchanged
RFP Financial Group LLC3,108$224.3K0.08%+17+0.5%Added
Warther Private Wealth, LLC3,099$223.7K0.09%+3,099New
Trust Co of Virginia3,099$223.7K0.02%00.0%Unchanged
Redwood Investments, LLC3,096$223.5K0.08%00.0%Unchanged
Cassaday & Co Wealth Management LLC3,078$222.1K0.01%+3,078New
Builder Investment Group Inc3,056$220.6K0.06%00.0%Unchanged
Birchcreek Wealth Management, LLC3,052$220.3K0.12%+3,052New
United Community Bank3,050$220.1K0.09%−265−8.0%Reduced
Gladstone Institutional Advisory LLC3,040$219.5K0.01%+3,040New
Zega Financial, LLC3,040$219.4K0.08%+3,040New
JFS Wealth Advisors, LLC3,035$219.1K0.02%−13−0.4%Reduced
Washington Trust Advisors, Inc.3,028$218.6K0.02%00.0%Unchanged
Hudock, Inc.3,027$218.5K0.04%+3,027New
Addison Capital Co3,023$218.2K0.09%+3,023New
Oxinas Partners Wealth Management LLC3,016$217.7K0.14%+3+0.1%Added
SYSTM Wealth Solutions LLC3,015$217.6K0.05%−8,118−72.9%Reduced
ORG Partners LLC2,979$217.1K0.03%+107+3.7%Added
IFG Advisory, LLC3,001$216.6K0.01%+3,001New
Bank of Nova Scotia3,000$216.5K0.00%00.0%Unchanged
Cascade Investment Advisors, Inc.3,000$216.5K0.15%00.0%Unchanged
Teramo Advisors, LLC3,000$216.5K0.11%00.0%Unchanged
Ameliora Wealth Management Ltd.3,000$216.5K0.10%00.0%Unchanged
Wedgewood Investors Inc3,000$216.5K0.26%+3,000New
Riversedge Advisors, LLC2,988$215.7K0.05%+2,988New
McDonald Partners LLC2,987$215.6K0.06%00.0%Unchanged
RPg Family Wealth Advisory, LLC2,978$215.0K0.07%+2,978New
Meridian Investment Counsel Inc.2,977$214.9K0.07%+2,977New
Choice Wealth Advisors, LLC2,976$214.8K0.11%+2,976New
Buckingham Strategic Partners2,968$214.2K0.01%+2,968New
Claro Advisors LLC2,967$214.2K0.03%+2,967New
Schaper Benz & Wise Investment Counsel Inc2,965$214.0K0.02%+2,965New
Nations Financial Group Inc,2,962$213.8K0.02%+2,962New
Stratos Wealth Advisors, LLC2,960$213.7K0.01%−448−13.1%Reduced
North Ridge Wealth Advisors, Inc.2,952$213.1K0.16%+2,952New
Altfest L J & Co Inc2,929$211.0K0.03%+2,929New
MKT Advisors LLC2,900$210.5K0.10%00.0%Unchanged
Stonebridge Capital Advisors LLC2,915$210.4K0.02%−233−7.4%Reduced
Plan Group Financial, LLC2,901$209.4K0.13%+2,901New
Cedar Brook Financial Partners, LLC2,884$208.2K1.57%−2,562−47.0%Reduced
Stonebridge Capital Management Inc2,876$208.0K0.09%+2,876New
Avenue 1 Advisors, LLC2,873$207.4K0.08%+2,873New
Folger Nolan Fleming Douglas Capital Management, Inc2,854$206.0K0.02%+2,854New
Family Firm, Inc.2,843$205.2K0.05%+2,843New
Interchange Capital Partners, LLC2,843$205.2K0.08%+2,843New
Montecito Bank & Trust2,835$204.6K0.04%−747−20.9%Reduced
BCJ Capital Management, LLC2,821$203.6K0.02%−532−15.9%Reduced
Northwest Bancshares, Inc.2,821$203.6K0.03%+2,821New
CMG Global Holdings, LLC2,818$203.4K0.13%+2,818New
David Loasby2,760$201.3K0.02%+2,760New
Petra Financial Advisors Inc2,772$200.1K0.14%+2,772New
Appleton Partners Inc2,772$200.0K0.02%+2,772New
Addison Advisors LLC2,769$199.9K0.06%+352+14.6%Added
McIlrath & Eck, LLC2,755$198.9K0.03%00.0%Unchanged
Riverview Trust Co2,629$189.8K0.18%00.0%Unchanged
Salem Investment Counselors Inc2,514$181.5K0.01%00.0%Unchanged
JJJ Advisors Inc.2,495$180.1K0.04%+368+17.3%Added
First PREMIER Bank2,500$180.0K0.05%00.0%Unchanged
PFG Private Wealth Management, LLC2,433$175.6K0.11%−538−18.1%Reduced
Highline Wealth Partners LLC2,195$158.4K0.06%+107+5.1%Added
Wellington Shields & Co., LLC2,074$149.7K0.05%00.0%Unchanged
Capital Analysts, LLC2,035$147.0K0.01%00.0%Unchanged
Spirit of America Management Corp2,000$144.4K0.03%00.0%Unchanged
Boit C F David2,000$144.4K0.08%+2,000New
AdvisorNet Financial, Inc1,984$143.2K0.01%+475+31.5%Added
Avion Wealth1,988$143.0K0.04%−1,617−44.9%Reduced
Bray Capital Advisors1,950$140.8K0.04%00.0%Unchanged
Nisa Investment Advisors, LLC1,939$140.0K0.00%+1,330+218.4%Added
Princeton Global Asset Management LLC1,914$138.2K0.03%00.0%Unchanged
Baldwin Brothers Inc1,908$137.7K0.01%00.0%Unchanged
Westend Capital Management, LLC1,866$136.0K0.05%−153−7.6%Reduced
First Pacific Financial1,876$135.4K0.03%+414+28.3%Added
Alaska Permanent Fund Corp1,835$134.4K0.00%+48+2.7%Added
Strengthening Families & Communities, LLC1,846$133.0K0.04%+1,846New
Sugarloaf Wealth Management, LLC1,726$124.6K0.03%+1,402+432.7%Added
Centaurus Financial, Inc.1,721$124.0K0.01%+98+6.0%Added
Pinnacle Bancorp, Inc.1,712$123.6K0.04%−28−1.6%Reduced
Ashton Thomas Private Wealth, LLC1,684$121.6K0.01%+1,684New
Oakworth Capital, Inc.1,678$121.1K0.01%+549+48.6%Added
Hollencrest Capital Management1,581$114.1K0.01%00.0%Unchanged
Venturi Wealth Management, LLC1,535$110.8K0.01%+62+4.2%Added
Indiana Trust & Investment Management CO1,521$109.8K0.04%+388+34.2%Added
Eagle Bay Advisors LLC1,513$109.2K0.07%−118−7.2%Reduced
Chesapeake Asset Management LLC1,505$108.6K0.10%00.0%Unchanged
Laurel Wealth Advisors LLC1,476$106.5K0.02%+233+18.7%Added
Carmichael Hill & Associates, Inc.1,455$105.0K0.04%00.0%Unchanged
BFSG, LLC1,439$103.9K0.01%−50−3.4%Reduced
SRS Capital Advisors, Inc.1,430$103.2K0.01%+6+0.4%Added