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 |
|---|---|---|---|---|---|
| Columbia Asset Management | 50,282 | $3.63M | 0.68% | +2,345+4.9% | Added |
| Altrafin AG | 49,907 | $3.60M | 1.33% | +36+0.1% | Added |
| Cary Street Partners Asset Management LLC | 49,499 | $3.57M | 0.52% | +2,321+4.9% | Added |
| Wetherby Asset Management Inc | 49,078 | $3.54M | 0.17% | −219−0.4% | Reduced |
| Reik & Co., LLC | 49,053 | $3.54M | 0.92% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 48,895 | $3.53M | 0.15% | 00.0% | Unchanged |
| Meritage Portfolio Management | 48,742 | $3.52M | 0.22% | +48,742 | New |
| Mitchell Capital Management Co | 48,526 | $3.50M | 0.62% | +14,739+43.6% | Added |
| Americana Partners, LLC | 48,519 | $3.50M | 0.28% | +198+0.4% | Added |
| LSV Asset Management | 48,400 | $3.49M | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 48,254 | $3.48M | 0.02% | +1,501+3.2% | Added |
| Crocodile Capital Partners GmbH | 47,546 | $3.43M | 5.46% | −87,760−64.9% | Reduced |
| Moors & Cabot, Inc. | 46,950 | $3.39M | 0.18% | +447+1.0% | Added |
| Asio Capital, LLC | 46,444 | $3.35M | 0.69% | +644+1.4% | Added |
| Sweeney & Michel, LLC | 45,938 | $3.33M | 1.42% | −411−0.9% | Reduced |
| JCIC Asset Management Inc. | 45,292 | $3.27M | 1.34% | −212−0.5% | Reduced |
| Frank, Rimerman Advisors LLC | 45,118 | $3.26M | 0.23% | +45,118 | New |
| Marble Harbor Investment Counsel, LLC | 44,450 | $3.21M | 0.38% | −800−1.8% | Reduced |
| Glass Wealth Management Co LLC | 43,003 | $3.10M | 1.81% | −450−1.0% | Reduced |
| Advisors Asset Management, Inc. | 42,990 | $3.10M | 0.06% | −2,439−5.4% | Reduced |
| Regions Financial Corp | 42,731 | $3.08M | 0.02% | −4,314−9.2% | Reduced |
| HSBC Holdings PLC | 42,220 | $3.05M | 0.00% | +13,299+46.0% | Added |
| Rathbone Brothers plc | 42,391 | $3.05M | 0.02% | −1,377−3.1% | Reduced |
| Kanawha Capital Management LLC | 41,963 | $3.03M | 0.24% | +1,559+3.9% | Added |
| Kestra Private Wealth Services, LLC | 41,891 | $3.02M | 0.06% | −1,835−4.2% | Reduced |
| Snowden Capital Advisors LLC | 41,795 | $3.02M | 0.09% | +1,078+2.6% | Added |
| Integrated Wealth Concepts LLC | 41,563 | $3.00M | 0.04% | +1,552+3.9% | Added |
| Inspire Trust Co, N.A. | 41,334 | $2.98M | 0.99% | +9,395+29.4% | Added |
| Chicago Trust Co NA | 41,218 | $2.98M | 0.60% | +1,963+5.0% | Added |
| Pitcairn Co | 40,774 | $2.94M | 0.18% | +3,166+8.4% | Added |
| Commerce Bank | 40,366 | $2.91M | 0.02% | −3,890−8.8% | Reduced |
| HB Wealth Management, LLC | 39,912 | $2.88M | 0.03% | +10,105+33.9% | Added |
| Vident Advisory, LLC | 39,906 | $2.88M | 0.08% | +20,881+109.8% | Added |
| Advisors Management Group Inc | 39,459 | $2.85M | 0.71% | +365+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 39,378 | $2.84M | 0.04% | +352+0.9% | Added |
| DRW Securities, LLC | 39,000 | $2.82M | 0.17% | +39,000 | New |
| Wambolt & Associates, LLC | 38,587 | $2.81M | 0.82% | +5,035+15.0% | Added |
| CIBC Asset Management Inc | 38,762 | $2.80M | 0.01% | −1,139−2.9% | Reduced |
| Horan Capital Advisors, LLC. | 38,710 | $2.79M | 0.98% | −489−1.2% | Reduced |
| Atria Wealth Solutions, Inc. | 38,609 | $2.79M | 0.03% | −15,905−29.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,554 | $2.78M | 0.03% | +176+0.5% | Added |
| Drexel Morgan & Co. | 38,544 | $2.78M | 0.60% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 38,244 | $2.76M | 0.01% | +38,244 | New |
| Beacon Pointe Advisors, LLC | 37,525 | $2.71M | 0.03% | −387−1.0% | Reduced |
| Quadrant Capital Group LLC | 36,928 | $2.67M | 0.20% | +2,035+5.8% | Added |
| Continental Advisors LLC | 36,520 | $2.64M | 2.04% | −4,000−9.9% | Reduced |
| Schechter Investment Advisors, LLC | 36,438 | $2.63M | 0.20% | −1,424−3.8% | Reduced |
| Nelson Capital Management, LLC | 36,235 | $2.62M | 0.46% | −41,610−53.5% | Reduced |
| First Hawaiian Bank | 36,121 | $2.61M | 0.09% | −324−0.9% | Reduced |
| Sequoia Financial Advisors, LLC | 35,931 | $2.59M | 0.03% | +1,083+3.1% | Added |
| Mill Capital Management, LLC | 35,823 | $2.59M | 0.21% | −2,667−6.9% | Reduced |
| Lockheed Martin Investment Management Co | 35,700 | $2.58M | 0.15% | +35,700 | New |
| Eldred Rock Partners, LLC | 35,611 | $2.57M | 1.07% | +12,752+55.8% | Added |
| Pettyjohn, Wood & White, Inc | 35,604 | $2.57M | 0.50% | +1,525+4.5% | Added |
| Private Advisor Group, LLC | 35,397 | $2.55M | 0.02% | −585−1.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 35,264 | $2.55M | 0.50% | −13,970−28.4% | Reduced |
| Rhumbline Advisers | 35,107 | $2.53M | 0.00% | +3,143+9.8% | Added |
| Sierra Capital LLC | 35,058 | $2.53M | 0.34% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 34,850 | $2.52M | 0.01% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 34,619 | $2.50M | 0.34% | +2,295+7.1% | Added |
| Earnest Partners LLC | 33,588 | $2.42M | 0.01% | −2,463−6.8% | Reduced |
| BBR Partners, LLC | 33,457 | $2.41M | 0.20% | −2,150−6.0% | Reduced |
| Ieq Capital, LLC | 33,343 | $2.41M | 0.03% | +13,185+65.4% | Added |
| Madison Asset Management, LLC | 33,330 | $2.41M | 0.03% | −2,424−6.8% | Reduced |
| Spears Abacus Advisors LLC | 32,709 | $2.36M | 0.05% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 35,100 | $2.35M | 0.38% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 32,512 | $2.35M | 0.19% | +19,721+154.2% | Added |
| ARS Wealth Advisors Group, LLC | 32,347 | $2.33M | 0.30% | −3,410−9.5% | Reduced |
| SeaCrest Wealth Management, LLC | 32,297 | $2.33M | 0.27% | +304+1.0% | Added |
| GFS Advisors, LLC | 576 | $2.33M | 0.38% | −31,880−98.2% | Reduced |
| Altshuler Shaham Ltd | 32,000 | $2.31M | 0.08% | −9,480−22.9% | Reduced |
| Advisory Services Network, LLC | 31,732 | $2.29M | 0.05% | −699−2.2% | Reduced |
| Forum Financial Management, LP | 31,583 | $2.28M | 0.04% | −875−2.7% | Reduced |
| Perigon Wealth Management, LLC | 31,401 | $2.27M | 0.07% | +1,114+3.7% | Added |
| NewEdge Wealth, LLC | 31,330 | $2.26M | 0.05% | −314−1.0% | Reduced |
| Simmons Bank | 31,231 | $2.25M | 0.17% | −257−0.8% | Reduced |
| Coppell Advisory Solutions LLC | 31,109 | $2.25M | 0.37% | +31,109 | New |
| State Street Corp | 30,884 | $2.23M | 0.00% | +647+2.1% | Added |
| TD Private Client Wealth LLC | 30,771 | $2.22M | 0.07% | +1,312+4.5% | Added |
| Harbour Investment Management LLC | 30,515 | $2.20M | 1.02% | +750+2.5% | Added |
| Schonfeld Strategic Advisors LLC | 30,200 | $2.18M | 0.02% | −228,171−88.3% | Reduced |
| Recurrent Investment Advisors LLC | 153,277 | $2.17M | 0.23% | +76,195+98.8% | Added |
| Burney Co | 30,005 | $2.17M | 0.08% | −2,113−6.6% | Reduced |
| Montag A & Associates Inc | 29,981 | $2.16M | 0.11% | −1,520−4.8% | Reduced |
| Portside Wealth Group, LLC | 29,527 | $2.13M | 0.41% | −1,183−3.9% | Reduced |
| Foster & Motley Inc | 29,199 | $2.11M | 0.14% | −3,403−10.4% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,118 | $2.10M | 1.35% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 29,060 | $2.10M | 0.09% | +17,650+154.7% | Added |
| Prosperity Consulting Group, LLC | 29,025 | $2.10M | 0.28% | −5,175−15.1% | Reduced |
| Park National Corp | 28,943 | $2.09M | 0.08% | −65−0.2% | Reduced |
| Jones Financial Companies LLLP | 28,887 | $2.09M | 0.00% | +21,797+307.4% | Added |
| SCP Investment, LP | 28,800 | $2.08M | 1.32% | +4,500+18.5% | Added |
| Atomi Financial Group, Inc. | 28,701 | $2.07M | 0.15% | +6,861+31.4% | Added |
| Stolper Co | 28,620 | $2.07M | 0.73% | −28−0.1% | Reduced |
| United Capital Financial Advisers, LLC | 28,089 | $2.03M | 0.02% | −11,501−29.1% | Reduced |
| GTS Securities LLC | 27,829 | $2.01M | 0.04% | −24,586−46.9% | Reduced |
| Wellington Shields Capital Management, LLC | 27,825 | $2.01M | 0.37% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 27,759 | $2.00M | 0.03% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 27,500 | $2.00M | 0.68% | +124+0.5% | Added |
| Tandem Capital Management Corp | 27,242 | $2.00M | 1.09% | −350−1.3% | Reduced |