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 |
|---|---|---|---|---|---|
| Union Savings Bank | 1,429 | $103.1K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,423 | $102.7K | 0.04% | −40−2.7% | Reduced |
| Colonial Trust Co | 1,418 | $102.4K | 0.02% | −31−2.1% | Reduced |
| Harbor Investment Advisory, LLC | 1,393 | $100.5K | 0.01% | −15−1.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,364 | $98.0K | 0.04% | +471+52.7% | Added |
| Citizens National Bank Trust Department | 1,347 | $97.2K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $93.8K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,283 | $92.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,281 | $92.5K | 0.03% | +1,281 | New |
| BOK Financial Private Wealth, Inc. | 1,278 | $92.3K | 0.01% | +2+0.2% | Added |
| AlphaMark Advisors, LLC | 1,258 | $91.0K | 0.03% | −5−0.4% | Reduced |
| American National Bank | 1,207 | $87.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,201 | $86.7K | 0.02% | +436+57.0% | Added |
| M&R Capital Management Inc | 1,189 | $85.8K | 0.02% | −25−2.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,183 | $85.5K | 0.00% | −1,009−46.0% | Reduced |
| FIL Ltd | 1,182 | $85.3K | 0.00% | +596+101.7% | Added |
| Armstrong Advisory Group, Inc | 1,160 | $83.8K | 0.01% | +83+7.7% | Added |
| Rise Advisors, LLC | 1,148 | $82.9K | 0.04% | +45+4.1% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $80.7K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,075 | $77.5K | 0.06% | +1,075 | New |
| Briaud Financial Planning, Inc | 1,063 | $76.0K | 0.04% | +1,063 | New |
| CVA Family Office, LLC | 1,033 | $74.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,026 | $74.1K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,005 | $73.0K | 0.04% | +4+0.4% | Added |
| Legacy Bridge, LLC | 1,000 | $72.2K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,000 | $72.2K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $72.0K | 0.03% | −400−28.6% | Reduced |
| Asset Dedication, LLC | 981 | $70.8K | 0.00% | +499+103.5% | Added |
| WR Wealth Planners, LLC | 972 | $70.2K | 0.02% | −9−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 966 | $69.7K | 0.00% | +966 | New |
| Key Financial Inc | 901 | $65.0K | 0.02% | +112+14.2% | Added |
| Providence Capital Advisors, LLC | 880 | $63.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 865 | $62.5K | 0.02% | +6+0.7% | Added |
| Colonial Trust Advisors | 858 | $61.9K | 0.01% | +200+30.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 848 | $61.2K | 0.02% | +607+251.9% | Added |
| Redwood Wealth Management Group, LLC | 837 | $60.4K | 0.05% | +837 | New |
| GW&K Investment Management, LLC | 815 | $59.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 817 | $59.0K | 0.02% | −5−0.6% | Reduced |
| SOA Wealth Advisors, LLC. | 815 | $58.8K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 770 | $55.6K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 766 | $55.3K | 0.03% | −793−50.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 750 | $54.1K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $53.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 739 | $53.3K | 0.01% | −800−52.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 739 | $53.3K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 718 | $51.8K | 0.02% | +568+378.7% | Added |
| Beaird Harris Wealth Management, LLC | 715 | $51.6K | 0.00% | +321+81.5% | Added |
| MCF Advisors LLC | 712 | $51.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 701 | $50.6K | 0.02% | −1,785−71.8% | Reduced |
| Custom Portfolio Group LLC | 700 | $50.5K | 0.04% | 00.0% | Unchanged |
| Fairman Group, LLC | 689 | $49.7K | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 674 | $48.6K | 0.00% | +674 | New |
| Resources Management Corp | 671 | $48.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 645 | $46.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 633 | $45.7K | 0.01% | +617+3,856.3% | Added |
| Continuum Advisory, LLC | 630 | $45.5K | 0.01% | −76−10.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 621 | $44.0K | 0.01% | +425+216.8% | Added |
| Red Tortoise LLC | 603 | $43.5K | 0.02% | +500+485.4% | Added |
| First Personal Financial Services | 560 | $40.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 553 | $39.9K | 0.00% | +151+37.6% | Added |
| TD Capital Management LLC | 550 | $39.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 532 | $38.4K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 532 | $38.4K | 0.00% | +232+77.3% | Added |
| Tortoise Investment Management, LLC | 504 | $36.4K | 0.00% | +1+0.2% | Added |
| Fairfield Financial Advisors, LTD | 500 | $36.1K | 0.01% | +500 | New |
| Operose Advisors LLC | 495 | $35.7K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 492 | $35.5K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 478 | $34.5K | 0.02% | +478 | New |
| JNBA Financial Advisors | 468 | $33.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $33.5K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 460 | $33.2K | 0.02% | +45+10.8% | Added |
| Abich Financial Wealth Management LLC | 455 | $32.8K | 0.02% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 450 | $32.7K | 0.03% | +450 | New |
| Triad Wealth Partners, LLC | 436 | $31.5K | 0.02% | +436 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $30.9K | 0.04% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 427 | $30.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 402 | $29.0K | 0.01% | +70+21.1% | Added |
| GHP Investment Advisors, Inc. | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $28.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 397 | $28.7K | 0.01% | +3+0.8% | Added |
| Provenance Wealth Advisors, LLC | 390 | $28.1K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 365 | $26.3K | 0.04% | +5+1.4% | Added |
| Hobbs Group Advisors, LLC | 362 | $26.1K | 0.01% | +362 | New |
| Park Place Capital Corp | 355 | $25.6K | 0.01% | −91−20.4% | Reduced |
| Planning Capital Management Corp | 352 | $25.4K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 345 | $24.9K | 0.01% | 00.0% | Unchanged |
| Trust Co | 344 | $24.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $24.4K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 327 | $23.6K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 325 | $23.5K | 0.02% | +91+38.9% | Added |
| Tacita Capital Inc | 323 | $23.3K | 0.02% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 321 | $23.2K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 319 | $23.0K | 0.00% | −113−26.2% | Reduced |
| Silicon Valley Capital Partners | 317 | $22.9K | 0.00% | +3+1.0% | Added |
| HighMark Wealth Management LLC | 316 | $22.8K | 0.01% | −8−2.5% | Reduced |
| Carolinas Wealth Consulting LLC | 311 | $22.4K | 0.00% | +16+5.4% | Added |
| Bank of New Hampshire | 310 | $22.4K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 305 | $22.0K | 0.02% | +305 | New |