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 |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $21.8K | 0.02% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 302 | $21.8K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $21.7K | 0.01% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 295 | $21.3K | 0.02% | +295 | New |
| First United Bank Trust | 265 | $19.1K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 258 | $18.6K | 0.03% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 257 | $18.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 256 | $18.5K | 0.00% | −120−31.9% | Reduced |
| Dogwood Wealth Management LLC | 254 | $18.4K | 0.01% | +2+0.8% | Added |
| Atwood & Palmer Inc | 247 | $17.8K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 230 | $16.6K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 217 | $15.7K | 0.00% | +217 | New |
| Centennial Bank | 215 | $15.5K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 211 | $15.2K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 206 | $14.9K | 0.01% | +206 | New |
| VitalStone Financial, LLC | 205 | $14.8K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 200 | $14.4K | 0.01% | +200 | New |
| Vermillion & White Wealth Management Group, LLC | 193 | $13.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 190 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 189 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 186 | $13.6K | 0.01% | −100−35.0% | Reduced |
| Country Trust Bank | 188 | $13.6K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 186 | $13.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 184 | $13.3K | 0.00% | +68+58.6% | Added |
| Avondale Wealth Management | 173 | $12.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 150 | $10.8K | 0.00% | −657−81.4% | Reduced |
| Global Trust Asset Management, LLC | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 142 | $10.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 139 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 135 | $9.74K | 0.00% | +135 | New |
| Cornerstone Planning Group LLC | 137 | $9.59K | 0.00% | −202−59.6% | Reduced |
| Valley National Advisers Inc | 130 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 116 | $8.37K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 103 | $7.44K | 0.00% | +1+1.0% | Added |
| PSI Advisors, LLC | 102 | $7.36K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $7.32K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 96 | $6.93K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 94 | $6.79K | 0.00% | −25−21.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 90 | $6.50K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 85 | $6.13K | 0.00% | +85 | New |
| Main Street Group, LTD | 83 | $6.05K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 83 | $5.99K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 72 | $5.20K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 71 | $5.13K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 69 | $4.98K | 0.00% | +8+13.1% | Added |
| Winch Advisory Services, LLC | 68 | $4.88K | 0.00% | +1+1.5% | Added |
| SJS Investment Consulting Inc. | 66 | $4.76K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $4.76K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 64 | $4.57K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 66 | $4.42K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 60 | $4.33K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $3.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $3.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $3.25K | 0.00% | −565−92.6% | Reduced |
| Olistico Wealth, LLC | 45 | $3.23K | 0.00% | +45 | New |
| Ameritas Investment Partners, Inc. | 44 | $3.21K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $3.14K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $3.10K | 0.00% | −13−23.2% | Reduced |
| Tradewinds Capital Management, LLC | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 42 | $3.03K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $2.60K | 0.00% | +36 | New |
| EnRich Financial Partners LLC | 33 | $2.38K | 0.00% | +33 | New |
| Quintet Private Bank (Europe) S.A. | 28 | $2.31K | 0.00% | +1+3.7% | Added |
| DAGCO, Inc. | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 30 | $2.17K | 0.00% | +30 | New |
| Brown Financial Advisors | 23 | $1.66K | 0.00% | +23 | New |
| Christopher J. Hasenberg, Inc | 19 | $1.37K | 0.00% | +19 | New |
| MeadowBrook Investment Advisors LLC | 17 | $1.23K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Gould Capital, LLC | 10 | $722 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $459 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 144 | $44 | 0.03% | −489−77.3% | Reduced |
| Hallmark Capital Management Inc | 0 | $19 | 0.00% | 0 | Unchanged |
| Strategic Financial Concepts, LLC | 153,492 | – | – | +148,213+2,807.6% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,616,408−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −347,139−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −210,680−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −116,199−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −98,313−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −90,002−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −37,441−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,145−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −15,699−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −14,788−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −14,133−100.0% | Sold out |