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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 337,972 | $24.4M | 0.43% | +46,894+16.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 335,848 | $24.2M | 0.03% | −15,188−4.3% | Reduced |
| Willis Investment Counsel | 334,819 | $24.2M | 1.67% | −210−0.1% | Reduced |
| Stansberry Asset Management, LLC | 334,028 | $24.1M | 3.16% | −3,706−1.1% | Reduced |
| Mariner, LLC | 333,949 | $24.1M | 0.05% | +3,847+1.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 328,920 | $23.7M | 1.83% | −7,138−2.1% | Reduced |
| SEI Investments Co | 323,875 | $23.4M | 0.03% | +25,143+8.4% | Added |
| Nicola Wealth Management Ltd. | 320,000 | $23.1M | 2.06% | −37,000−10.4% | Reduced |
| Cerity Partners LLC | 317,095 | $22.9M | 0.06% | −7,549−2.3% | Reduced |
| Thomasville National Bank | 316,684 | $22.9M | 1.83% | +8,109+2.6% | Added |
| Guardian Capital LP | 309,522 | $22.3M | 0.84% | −1,343−0.4% | Reduced |
| Truist Financial Corp | 305,661 | $22.1M | 0.03% | +7,327+2.5% | Added |
| Creative Planning | 292,587 | $21.1M | 0.02% | +29,677+11.3% | Added |
| Citigroup Inc | 288,388 | $20.8M | 0.02% | +2,285+0.8% | Added |
| Anchor Capital Advisors LLC | 282,772 | $20.4M | 0.57% | −625−0.2% | Reduced |
| Willis Johnson & Associates, Inc. | 272,805 | $19.7M | 1.61% | +50,072+22.5% | Added |
| Logan Capital Management Inc | 262,655 | $19.0M | 0.82% | −6,337−2.4% | Reduced |
| Harvest Portfolios Group Inc. | 261,906 | $18.9M | 0.72% | −42,103−13.8% | Reduced |
| Macquarie Group Ltd | 261,669 | $18.9M | 0.02% | −293,667−52.9% | Reduced |
| Pathstone Holdings, LLC | 260,537 | $18.8M | 0.08% | +34,661+15.3% | Added |
| Grandfield & Dodd, LLC | 254,652 | $18.4M | 1.16% | −678−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 250,028 | $18.0M | 0.52% | −976−0.4% | Reduced |
| Gemsstock Limited | 248,424 | $17.9M | 5.72% | −2,500−1.0% | Reduced |
| Klingenstein Fields & Co LP | 238,053 | $17.2M | 0.71% | +713+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 234,634 | $16.9M | 0.02% | +734+0.3% | Added |
| Sapient Capital LLC | 224,876 | $16.2M | 0.34% | −1,673−0.7% | Reduced |
| Davenport & Co LLC | 224,246 | $16.2M | 0.10% | −15,062−6.3% | Reduced |
| Oppenheimer Asset Management Inc. | 223,053 | $16.1M | 0.21% | +47,396+27.0% | Added |
| M&T Bank Corp | 222,781 | $16.1M | 0.05% | +720+0.3% | Added |
| American Assets Investment Management, LLC | 221,000 | $16.0M | 1.49% | 00.0% | Unchanged |
| Ruffer LLP | 220,000 | $15.9M | 0.68% | +220,000 | New |
| Becker Capital Management Inc | 215,149 | $15.5M | 0.53% | −2,380−1.1% | Reduced |
| Evergreen Capital Management LLC | 212,423 | $15.3M | 0.55% | +280+0.1% | Added |
| Ci Investments Inc. | 212,186 | $15.3M | 0.06% | −11,141−5.0% | Reduced |
| South Dakota Investment Council | 211,777 | $15.3M | 0.31% | −17,896−7.8% | Reduced |
| Glenmede Trust Co NA | 208,473 | $15.0M | 0.08% | +33,264+19.0% | Added |
| Governors Lane LP | 207,000 | $14.9M | 2.32% | +207,000 | New |
| Advisor Group Holdings, Inc. | 205,991 | $14.9M | 0.04% | −14,170−6.4% | Reduced |
| Davidson Kempner Capital Management LP | 205,333 | $14.8M | 0.25% | −144,713−41.3% | Reduced |
| Mercer Global Advisors Inc | 205,040 | $14.8M | 0.04% | +3,374+1.7% | Added |
| Everett Harris & Co | 198,796 | $14.3M | 0.18% | +30,095+17.8% | Added |
| New Age Alpha Advisors, LLC | 198,300 | $14.3M | 7.92% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 196,924 | $14.2M | 0.17% | +9,658+5.2% | Added |
| Tocqueville Asset Management L.P. | 194,451 | $14.0M | 0.23% | −1,789−0.9% | Reduced |
| Scotia Capital Inc. | 189,578 | $13.7M | 0.08% | +8,923+4.9% | Added |
| Colony Group, LLC | 189,154 | $13.7M | 0.05% | +116,769+161.3% | Added |
| O'Shaughnessy Asset Management, LLC | 187,007 | $13.5M | 0.14% | +30,155+19.2% | Added |
| Manning & Napier Advisors LLC | 186,937 | $13.5M | 0.15% | +186,937 | New |
| Van Hulzen Asset Management, LLC | 185,761 | $13.4M | 0.90% | −10,000−5.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 185,000 | $13.4M | 0.02% | +120,000+184.6% | Added |
| Euro Pacific Asset Management, LLC | 182,178 | $13.2M | 2.62% | −4,237−2.3% | Reduced |
| Voya Investment Management LLC | 182,522 | $13.2M | 0.01% | +52,390+40.3% | Added |
| FineMark National Bank & Trust | 180,254 | $13.0M | 0.48% | −1,254−0.7% | Reduced |
| Cohen Klingenstein LLC | 174,378 | $12.6M | 0.46% | −3,800−2.1% | Reduced |
| D.A. Davidson & Co. | 173,906 | $12.6M | 0.11% | −8,952−4.9% | Reduced |
| Country Club Bank | 175,675 | $12.6M | 0.87% | −2,772−1.6% | Reduced |
| Cetera Investment Advisers | 172,009 | $12.4M | 0.03% | −4,301−2.4% | Reduced |
| Allied Investment Advisors, LLC | 171,102 | $12.4M | 2.90% | −328−0.2% | Reduced |
| Crossmark Global Holdings, Inc. | 169,436 | $12.2M | 0.23% | −1,549−0.9% | Reduced |
| Charles Schwab Investment Management Inc | 166,194 | $12.0M | 0.00% | +35,200+26.9% | Added |
| Stephens Inc | 163,688 | $11.8M | 0.18% | −3,239−1.9% | Reduced |
| Stamos Capital Partners, L.P. | 161,010 | $11.6M | 2.47% | −9,220−5.4% | Reduced |
| LMCG Investments, LLC | 157,010 | $11.3M | 0.66% | +4,394+2.9% | Added |
| National Bank of Canada | 155,273 | $11.3M | 0.02% | −1,117−0.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 154,501 | $11.2M | 1.04% | +11,407+8.0% | Added |
| Marshall Wace, LLP | 152,146 | $11.0M | 0.02% | +90,746+147.8% | Added |
| Sanctuary Advisors, LLC | 143,369 | $10.5M | 0.08% | +143,369 | New |
| Avantax Advisory Services, Inc. | 145,111 | $10.5M | 0.07% | +37,148+34.4% | Added |
| Sit Investment Associates Inc | 144,845 | $10.5M | 0.24% | −1,010−0.7% | Reduced |
| Janney Montgomery Scott LLC | 144,412 | $10.4M | 0.03% | −473−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 143,248 | $10.3M | 0.04% | −14,491−9.2% | Reduced |
| Pinnacle Financial Partners Inc | 143,198 | $10.3M | 0.22% | +5,008+3.6% | Added |
| Captrust Financial Advisors | 142,948 | $10.3M | 0.03% | +11,086+8.4% | Added |
| Woodstock Corp | 139,452 | $10.1M | 1.02% | +3,868+2.9% | Added |
| Callodine Capital Management, LP | 137,757 | $9.94M | 2.32% | −62,243−31.1% | Reduced |
| Ibex Wealth Advisors | 137,074 | $9.89M | 1.54% | −1,472−1.1% | Reduced |
| Bragg Financial Advisors, Inc | 133,203 | $9.61M | 0.43% | +2,809+2.2% | Added |
| Jane Street Group, LLC | 133,147 | $9.61M | 0.01% | +82,341+162.1% | Added |
| Janney Capital Management LLC | 129,620 | $9.36M | 0.66% | −1,354−1.0% | Reduced |
| Federated Hermes, Inc. | 129,475 | $9.35M | 0.02% | −1,971−1.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 129,425 | $9.34M | 0.02% | +129,425 | New |
| TD Waterhouse Canada Inc. | 126,782 | $9.25M | 0.08% | +7,416+6.2% | Added |
| Neville Rodie & Shaw Inc | 126,300 | $9.12M | 0.69% | −1,700−1.3% | Reduced |
| MML Investors Services, LLC | 125,027 | $9.02M | 0.04% | −6,057−4.6% | Reduced |
| Edge Capital Group, LLC | 124,542 | $8.99M | 0.44% | +3,096+2.5% | Added |
| Eagle Global Advisors LLC | 124,275 | $8.97M | 0.47% | +4,080+3.4% | Added |
| Beach Investment Counsel Inc | 124,257 | $8.97M | 1.10% | −65,153−34.4% | Reduced |
| Baird Financial Group, Inc. | 123,253 | $8.90M | 0.02% | +4,550+3.8% | Added |
| Adell Harriman & Carpenter Inc | 120,187 | $8.68M | 0.67% | +7,011+6.2% | Added |
| Prospera Financial Services Inc | 118,948 | $8.59M | 0.24% | +5,132+4.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 116,644 | $8.42M | 0.02% | +102,444+721.4% | Added |
| Shelter Mutual Insurance Co | 113,750 | $8.21M | 2.14% | 00.0% | Unchanged |
| Leuthold Group, LLC | 112,638 | $8.13M | 0.94% | −1,034−0.9% | Reduced |
| Sandy Spring Bank | 112,460 | $8.12M | 0.36% | +306+0.3% | Added |
| TownSquare Capital, LLC | 111,330 | $8.04M | 0.11% | −1,257−1.1% | Reduced |
| Regency Capital Management Inc. | 109,194 | $7.88M | 5.07% | +3,420+3.2% | Added |
| Cutler Capital Management, LLC | 108,861 | $7.86M | 3.07% | +603+0.6% | Added |
| Eastover Investment Advisors LLC | 106,220 | $7.76M | 3.71% | +489+0.5% | Added |
| Pinnacle Associates Ltd | 106,947 | $7.72M | 0.12% | −23,740−18.2% | Reduced |
| Augustine Asset Management Inc | 105,789 | $7.64M | 2.95% | +666+0.6% | Added |