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 |
|---|---|---|---|---|---|
| Invenomic Capital Management LP | 104,131 | $7.52M | 0.39% | −128,184−55.2% | Reduced |
| Fifth Third Bancorp | 103,923 | $7.50M | 0.03% | −4,153−3.8% | Reduced |
| JustInvest LLC | 104,637 | $7.45M | 0.14% | +10,020+10.6% | Added |
| Gluskin Sheff & Assoc Inc | 206,293 | $7.42M | 0.85% | −31,000−13.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 102,809 | $7.42M | 0.01% | −27,030−20.8% | Reduced |
| Renaissance Group LLC | 101,442 | $7.32M | 0.29% | −3,370−3.2% | Reduced |
| JBF Capital, Inc. | 101,000 | $7.25M | 1.12% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 99,128 | $7.16M | 0.08% | −26,801−21.3% | Reduced |
| Simplicity Wealth,LLC | 98,191 | $7.09M | 0.16% | +1,644+1.7% | Added |
| New England Asset Management Inc | 97,590 | $7.04M | 1.17% | −1,725−1.7% | Reduced |
| Heritage Investors Management Corp | 96,372 | $6.96M | 0.24% | −1,743−1.8% | Reduced |
| Cubist Systematic Strategies, LLC | 96,362 | $6.96M | 0.12% | +28,731+42.5% | Added |
| Keybank National Association | 96,222 | $6.95M | 0.03% | +11,041+13.0% | Added |
| Claret Asset Management Corp | 94,284 | $6.80M | 1.21% | −2,321−2.4% | Reduced |
| Bleakley Financial Group, LLC | 94,156 | $6.80M | 0.20% | +1,120+1.2% | Added |
| Thornburg Investment Management Inc | 91,148 | $6.59M | 0.09% | −5,557−5.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 90,899 | $6.56M | 0.25% | −7,826−7.9% | Reduced |
| Clearbridge Investments, LLC | 90,242 | $6.51M | 0.01% | +610+0.7% | Added |
| SIR Capital Management, L.P. | 89,200 | $6.44M | 0.64% | +2,800+3.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,604 | $6.40M | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 88,290 | $6.37M | 0.26% | +3,581+4.2% | Added |
| Kempner Capital Management Inc. | 86,050 | $6.21M | 3.29% | 00.0% | Unchanged |
| Banco Santander, S.A. | 86,047 | $6.21M | 0.08% | −20,471−19.2% | Reduced |
| South State Corp. | 85,676 | $6.18M | 0.45% | +1,068+1.3% | Added |
| Synovus Financial Corp | 85,433 | $6.17M | 0.08% | +1,109+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 84,966 | $6.13M | 0.07% | −1,186−1.4% | Reduced |
| Interval Partners, LP | 84,931 | $6.13M | 0.18% | +84,931 | New |
| Wolverine Trading, LLC | 84,776 | $6.12M | 0.10% | +80,068+1,700.7% | Added |
| Brown Brothers Harriman & Co | 84,293 | $6.08M | 0.05% | +5,962+7.6% | Added |
| Naviter Wealth, LLC | 82,002 | $5.92M | 0.88% | +1,714+2.1% | Added |
| GWM Advisors LLC | 81,982 | $5.92M | 0.04% | +46,557+131.4% | Added |
| Bulltick Wealth Management, LLC | 81,585 | $5.89M | 1.65% | −24,295−22.9% | Reduced |
| Hennessy Advisors Inc | 80,900 | $5.84M | 0.22% | −1,700−2.1% | Reduced |
| tru Independence LLC | 79,974 | $5.77M | 1.74% | −1,142−1.4% | Reduced |
| RSM US Wealth Management LLC | 76,319 | $5.56M | 0.09% | +66,762+698.6% | Added |
| Lazard Asset Management LLC | 76,299 | $5.51M | 0.01% | +31,403+69.9% | Added |
| GYL Financial Synergies, LLC | 75,191 | $5.43M | 0.42% | +5,147+7.3% | Added |
| Ritholtz Wealth Management | 74,639 | $5.39M | 0.18% | +4,633+6.6% | Added |
| Trexquant Investment LP | 74,527 | $5.38M | 0.08% | +74,527 | New |
| Atria Investments LLC | 73,451 | $5.30M | 0.07% | +2,722+3.8% | Added |
| Jackson Square Capital, LLC | 71,833 | $5.18M | 1.28% | +14,766+25.9% | Added |
| Bard Financial Services, Inc. | 70,650 | $5.10M | 0.53% | +125+0.2% | Added |
| Quantinno Capital Management LP | 70,525 | $5.09M | 0.09% | +23,393+49.6% | Added |
| Kimelman & Baird, LLC | 70,176 | $5.07M | 0.42% | +70,176 | New |
| Assetmark, Inc | 70,025 | $5.05M | 0.02% | +7,426+11.9% | Added |
| Royce & Associates LP | 70,000 | $5.05M | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 69,900 | $5.05M | 0.19% | −82,200−54.0% | Reduced |
| Hedges Asset Management LLC | 69,850 | $5.04M | 3.62% | −1,000−1.4% | Reduced |
| Royal London Asset Management Ltd | 69,717 | $5.03M | 0.01% | +2,797+4.2% | Added |
| Family Management Corp | 69,632 | $5.03M | 0.89% | +65,818+1,725.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 68,888 | $4.97M | 0.12% | −487,422−87.6% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.94M | 5.99% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 67,945 | $4.90M | 0.20% | −2,715−3.8% | Reduced |
| Blair William & Co | 67,671 | $4.88M | 0.02% | +395+0.6% | Added |
| Veriti Management LLC | 67,223 | $4.85M | 0.30% | +1,256+1.9% | Added |
| Advocate Group LLC | 66,566 | $4.80M | 0.97% | +971+1.5% | Added |
| Brookmont Capital Management | 66,515 | $4.80M | 2.63% | −2,945−4.2% | Reduced |
| Peapack Gladstone Financial Corp | 66,495 | $4.80M | 0.07% | −1,360−2.0% | Reduced |
| Griffin Asset Management, Inc. | 65,822 | $4.75M | 0.55% | −2,087−3.1% | Reduced |
| Employees Retirement System of Texas | 64,510 | $4.66M | 0.04% | 00.0% | Unchanged |
| Bremer Bank National Association | 63,810 | $4.61M | 0.90% | −1,884−2.9% | Reduced |
| YHB Investment Advisors, Inc. | 63,044 | $4.55M | 0.39% | +292+0.5% | Added |
| First Trust Advisors LP | 62,765 | $4.53M | 0.00% | −6,090−8.8% | Reduced |
| Palogic Value Management, L.P. | 62,637 | $4.52M | 1.92% | −3,432−5.2% | Reduced |
| Soltis Investment Advisors LLC | 62,561 | $4.52M | 0.48% | +62,561 | New |
| Huntington National Bank | 62,540 | $4.51M | 0.03% | −295−0.5% | Reduced |
| Toroso Investments, LLC | 62,525 | $4.51M | 0.06% | −7,716−11.0% | Reduced |
| Beddow Capital Management Inc | 61,061 | $4.41M | 1.93% | +165+0.3% | Added |
| CSS LLC | 61,019 | $4.40M | 0.32% | −13,377−18.0% | Reduced |
| Raymond James Trust N.A. | 60,924 | $4.40M | 0.10% | −1,161−1.9% | Reduced |
| Caption Management, LLC | 60,400 | $4.36M | 0.46% | +37,400+162.6% | Added |
| Oppenheimer & Co Inc | 60,006 | $4.33M | 0.07% | +10,066+20.2% | Added |
| Viking Fund Management LLC | 60,000 | $4.33M | 0.78% | −10,000−14.3% | Reduced |
| Fort Sheridan Advisors LLC | 59,573 | $4.30M | 0.69% | +6,230+11.7% | Added |
| Fiduciary Trust Co | 59,294 | $4.28M | 0.06% | −1,464−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 59,039 | $4.26M | 0.16% | −3,682−5.9% | Reduced |
| Brinker Capital Investments, LLC | 58,930 | $4.25M | 0.04% | +220.0% | Added |
| Orion Portfolio Solutions, LLC | 58,930 | $4.25M | 0.04% | +220.0% | Added |
| Baker Avenue Asset Management, LP | 58,417 | $4.22M | 0.14% | +2,879+5.2% | Added |
| Kestra Advisory Services, LLC | 67,371 | $4.21M | 0.02% | +3,126+4.9% | Added |
| Dodge & Cox | 57,713 | $4.17M | 0.00% | −500−0.9% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $4.16M | 0.17% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 57,204 | $4.13M | 0.79% | 00.0% | Unchanged |
| Deutsche Bank AG | 56,710 | $4.09M | 0.00% | −779−1.4% | Reduced |
| Concentric Wealth Management, LLC | 56,171 | $4.05M | 1.06% | +1,450+2.6% | Added |
| Signaturefd, LLC | 55,589 | $4.01M | 0.08% | +2,173+4.1% | Added |
| Park Avenue Securities LLC | 55,415 | $4.00M | 0.05% | +6,478+13.2% | Added |
| Cardinal Capital Management | 54,944 | $3.97M | 0.67% | −2,918−5.0% | Reduced |
| Richard P Slaughter Associates Inc | 54,408 | $3.93M | 0.93% | +622+1.2% | Added |
| Renaissance Technologies LLC | 54,200 | $3.91M | 0.01% | −31,086−36.4% | Reduced |
| Bridge Creek Capital Management LLC | 53,853 | $3.89M | 1.25% | −1,390−2.5% | Reduced |
| Weatherly Asset Management L. P. | 53,475 | $3.86M | 0.35% | −819−1.5% | Reduced |
| Gilman Hill Asset Management, LLC | 53,331 | $3.85M | 0.70% | +8,850+19.9% | Added |
| Phoenix Holdings Ltd. | 52,706 | $3.80M | 0.06% | +2,820+5.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 52,704 | $3.80M | 0.01% | +4,361+9.0% | Added |
| Bokf, NA | 52,677 | $3.80M | 0.07% | +4,268+8.8% | Added |
| Aviso Financial Inc. | 52,455 | $3.79M | 0.21% | +52,455 | New |
| Great Valley Advisor Group, Inc. | 52,371 | $3.78M | 0.11% | +3,363+6.9% | Added |
| Yousif Capital Management, LLC | 51,579 | $3.72M | 0.04% | −4,660−8.3% | Reduced |
| Brown Advisory Inc | 50,282 | $3.63M | 0.00% | +11,709+30.4% | Added |