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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 27,628 | $1.99M | 0.06% | −1,797−6.1% | Reduced |
| Sentinel Trust Co Lba | 27,520 | $1.99M | 0.24% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 27,421 | $1.98M | 0.10% | +1,535+5.9% | Added |
| Waters Parkerson & Co., LLC | 27,396 | $1.98M | 0.11% | −749−2.7% | Reduced |
| Engineers Gate Manager LP | 27,354 | $1.97M | 0.04% | +6,024+28.2% | Added |
| Haverford Trust Co | 27,315 | $1.97M | 0.02% | −2,600−8.7% | Reduced |
| Leavell Investment Management, Inc. | 27,310 | $1.97M | 0.11% | −30−0.1% | Reduced |
| Regatta Capital Group, LLC | 27,231 | $1.97M | 0.42% | +1,058+4.0% | Added |
| Caas Capital Management LP | 27,000 | $1.95M | 3.64% | +14,000+107.7% | Added |
| Lester Murray Antman dba SimplyRich | 26,901 | $1.94M | 0.61% | +158+0.6% | Added |
| PFG Investments, LLC | 26,723 | $1.93M | 0.14% | +1,721+6.9% | Added |
| Game Creek Capital, LP | 26,500 | $1.91M | 1.06% | −1,125−4.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 26,293 | $1.90M | 0.20% | +26,293 | New |
| Prudential Financial Inc | 26,230 | $1.89M | 0.00% | +5,264+25.1% | Added |
| Concurrent Investment Advisors, LLC | 26,229 | $1.89M | 0.06% | +5,432+26.1% | Added |
| MAI Capital Management | 25,938 | $1.87M | 0.02% | +4,045+18.5% | Added |
| Flow Traders U.S. LLC | 25,826 | $1.86M | 0.09% | +25,826 | New |
| Cohen Capital Management, Inc. | 25,700 | $1.86M | 0.32% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 25,682 | $1.85M | 0.15% | −1,366−5.1% | Reduced |
| Central Trust Co | 25,414 | $1.83M | 0.04% | −480−1.9% | Reduced |
| Allworth Financial LP | 25,373 | $1.83M | 0.01% | +15,086+146.7% | Added |
| Great Lakes Retirement, Inc. | 25,385 | $1.83M | 0.25% | +4,254+20.1% | Added |
| HighPoint Advisor Group LLC | 25,190 | $1.81M | 0.11% | +1,577+6.7% | Added |
| Quinn Opportunity Partners LLC | 25,000 | $1.80M | 0.21% | −10,046−28.7% | Reduced |
| Highland Capital Management, LLC | 24,664 | $1.78M | 0.11% | −2,090−7.8% | Reduced |
| Iams Wealth Management, LLC | 24,536 | $1.77M | 0.97% | −1,588−6.1% | Reduced |
| Portland Global Advisors LLC | 24,280 | $1.75M | 0.24% | −4,943−16.9% | Reduced |
| Privium Fund Management (UK) Ltd | 23,856 | $1.74M | 0.68% | +23,856 | New |
| King Luther Capital Management Corp | 23,832 | $1.72M | 0.01% | +415+1.8% | Added |
| Johnson Investment Counsel Inc | 23,760 | $1.71M | 0.02% | −500−2.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 23,623 | $1.71M | 0.39% | +1,600+7.3% | Added |
| apricus wealth, LLC | 23,570 | $1.70M | 1.21% | +630+2.7% | Added |
| HF Advisory Group, LLC | 23,539 | $1.70M | 0.88% | −601−2.5% | Reduced |
| Checchi Capital Advisers, LLC | 23,458 | $1.69M | 0.13% | +107+0.5% | Added |
| Chilton Capital Management LLC | 23,403 | $1.69M | 0.08% | −784−3.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 23,275 | $1.68M | 0.04% | −470−2.0% | Reduced |
| National Asset Management, Inc. | 23,224 | $1.68M | 0.04% | −7,675−24.8% | Reduced |
| Altman Advisors, Inc. | 23,195 | $1.67M | 0.95% | −242−1.0% | Reduced |
| Cullen Investment Group, Ltd. | 23,034 | $1.66M | 0.27% | −1,168−4.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,783 | $1.64M | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 22,767 | $1.64M | 0.07% | +2,161+10.5% | Added |
| Clearstead Advisors, LLC | 22,733 | $1.64M | 0.03% | +5,103+28.9% | Added |
| Financial Counselors Inc | 22,725 | $1.64M | 0.03% | −1,818−7.4% | Reduced |
| Vise Technologies, Inc. | 22,706 | $1.64M | 0.29% | +3,287+16.9% | Added |
| Excalibur Management Corp | 22,642 | $1.63M | 0.67% | +786+3.6% | Added |
| Confluence Investment Management LLC | 22,603 | $1.63M | 0.02% | +7,800+52.7% | Added |
| Insigneo Advisory Services, LLC | 23,305 | $1.63M | 0.18% | −14,706−38.7% | Reduced |
| Wesbanco Bank Inc | 22,554 | $1.63M | 0.06% | −130−0.6% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,507 | $1.62M | 0.38% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 22,255 | $1.61M | 0.09% | −43,532−66.2% | Reduced |
| GM Advisory Group, Inc. | 22,225 | $1.60M | 0.10% | −331−1.5% | Reduced |
| Stratos Wealth Partners, LTD. | 22,115 | $1.60M | 0.03% | +962+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 22,052 | $1.59M | 0.04% | +934+4.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,930 | $1.58M | 0.05% | +209+1.0% | Added |
| Sowell Financial Services LLC | 21,906 | $1.58M | 0.08% | −700−3.1% | Reduced |
| Greystone Financial Group, LLC | 21,754 | $1.57M | 0.31% | +1,890+9.5% | Added |
| AQR Capital Management LLC | 21,701 | $1.57M | 0.00% | +6,495+42.7% | Added |
| Childress Capital Advisors, LLC | 21,490 | $1.55M | 0.44% | +14,300+198.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,329 | $1.54M | 0.07% | +10,290+93.2% | Added |
| Sendero Wealth Management, LLC | 21,305 | $1.54M | 0.26% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 21,263 | $1.53M | 0.06% | +2,576+13.8% | Added |
| Jarislowsky, Fraser Ltd | 21,252 | $1.53M | 0.01% | −15,075−41.5% | Reduced |
| Whittier Trust Co | 21,060 | $1.52M | 0.02% | +1,810+9.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 21,015 | $1.52M | 0.43% | +20,947+30,804.4% | Added |
| Herold Advisors, Inc. | 21,014 | $1.52M | 0.35% | −91−0.4% | Reduced |
| Barry Investment Advisors, LLC | 21,014 | $1.52M | 0.51% | −441−2.1% | Reduced |
| Daymark Wealth Partners, LLC | 21,002 | $1.52M | 0.07% | +17,890+574.9% | Added |
| Hantz Financial Services, Inc. | 20,897 | $1.51M | 0.03% | −1,439−6.4% | Reduced |
| Shufro Rose & Co LLC | 20,850 | $1.50M | 0.12% | +400+2.0% | Added |
| Solstein Capital, LLC | 20,649 | $1.49M | 0.97% | +1,132+5.8% | Added |
| Lido Advisors, LLC | 20,529 | $1.48M | 0.01% | +2,555+14.2% | Added |
| Inscription Capital, LLC | 20,523 | $1.48M | 0.24% | −90−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 20,521 | $1.48M | 0.01% | 00.0% | Unchanged |
| Foresight Global Investors, Inc. | 20,394 | $1.47M | 0.71% | +20,394 | New |
| Hartree Partners, LP | 20,160 | $1.46M | 0.36% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 20,032 | $1.45M | 1.06% | +3,768+23.2% | Added |
| Quest Investment Management LLC | 20,000 | $1.44M | 0.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 19,949 | $1.44M | 0.13% | +360+1.8% | Added |
| Old National Bancorp | 19,903 | $1.44M | 0.03% | −1,039−5.0% | Reduced |
| Red Spruce Capital, LLC | 19,796 | $1.43M | 0.66% | −190−1.0% | Reduced |
| American Capital Advisory, LLC | 21,576 | $1.42M | 1.02% | −5,398−20.0% | Reduced |
| Parallel Advisors, LLC | 19,653 | $1.42M | 0.04% | +1,378+7.5% | Added |
| Cowa, LLC | 19,622 | $1.42M | 0.76% | −6,093−23.7% | Reduced |
| Pingora Partners LLC | 19,545 | $1.41M | 1.00% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 19,535 | $1.41M | 2.25% | −40.0% | Reduced |
| Freestone Capital Holdings, LLC | 19,463 | $1.40M | 0.05% | +619+3.3% | Added |
| WealthTrust Axiom LLC | 19,457 | $1.40M | 0.47% | −136−0.7% | Reduced |
| SpiderRock Advisors, LLC | 19,367 | $1.40M | 0.04% | −8,211−29.8% | Reduced |
| West Family Investments, Inc. | 19,281 | $1.39M | 0.42% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 19,276 | $1.39M | 0.05% | −100−0.5% | Reduced |
| Mission Wealth Management, LP | 19,274 | $1.39M | 0.04% | +79+0.4% | Added |
| Apollon Wealth Management, LLC | 19,264 | $1.39M | 0.04% | −420−2.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,968 | $1.38M | 0.01% | +310+1.7% | Added |
| IFP Advisors, Inc | 19,076 | $1.38M | 0.05% | +1,877+10.9% | Added |
| Royal Fund Management, LLC | 19,012 | $1.38M | 0.19% | −69−0.4% | Reduced |
| BTC Capital Management, Inc. | 19,004 | $1.37M | 0.13% | −1,882−9.0% | Reduced |
| Howland Capital Management LLC | 18,950 | $1.37M | 0.07% | −150−0.8% | Reduced |
| Glenview Trust Co | 18,771 | $1.35M | 0.03% | +950+5.3% | Added |
| Greenleaf Trust | 18,462 | $1.33M | 0.01% | 00.0% | Unchanged |
| Navellier & Associates Inc | 18,422 | $1.33M | 0.16% | +2,879+18.5% | Added |