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 |
|---|---|---|---|---|---|
| Hilltop National Bank | 18,325 | $1.32M | 0.43% | +994+5.7% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.32M | 0.37% | 00.0% | Unchanged |
| Principal Securities, Inc. | 18,219 | $1.32M | 0.04% | +860+5.0% | Added |
| Ronald Blue Trust, Inc. | 19,587 | $1.31M | 0.02% | +10,121+106.9% | Added |
| Dynamic Advisor Solutions LLC | 18,192 | $1.31M | 0.04% | +4,788+35.7% | Added |
| Summit Global Investments | 17,979 | $1.30M | 0.09% | +14,263+383.8% | Added |
| McKinley Capital Management LLC /Delaware | 17,911 | $1.29M | 0.23% | −794−4.2% | Reduced |
| SOL Capital Management CO | 17,653 | $1.27M | 0.15% | −250−1.4% | Reduced |
| Ellsworth Advisors, LLC | 17,646 | $1.27M | 0.36% | +2,085+13.4% | Added |
| Crescent Sterling, Ltd. | 17,477 | $1.26M | 1.21% | 00.0% | Unchanged |
| Caldwell Trust Co | 17,448 | $1.26M | 0.14% | +2,659+18.0% | Added |
| Traynor Capital Management, Inc. | 17,417 | $1.26M | 0.11% | +2,110+13.8% | Added |
| Hunter Associates Investment Management LLC | 17,217 | $1.24M | 0.21% | −100−0.6% | Reduced |
| Independent Advisor Alliance | 17,182 | $1.24M | 0.04% | +152+0.9% | Added |
| Rodgers Brothers Inc. | 17,175 | $1.24M | 0.17% | −29,250−63.0% | Reduced |
| Manufacturers Life Insurance Company, The | 17,165 | $1.24M | 0.00% | +337+2.0% | Added |
| Howe & Rusling Inc | 17,134 | $1.24M | 0.11% | −7,063−29.2% | Reduced |
| Guggenheim Capital LLC | 17,021 | $1.23M | 0.01% | +4,002+30.7% | Added |
| Cutter & CO Brokerage, Inc. | 16,979 | $1.23M | 0.30% | −106−0.6% | Reduced |
| Next Level Private LLC | 16,872 | $1.22M | 0.56% | +121+0.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 16,822 | $1.21M | 0.07% | −1,000−5.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,772 | $1.21M | 0.06% | +241+1.5% | Added |
| Integrated Advisors Network LLC | 16,724 | $1.21M | 0.06% | +279+1.7% | Added |
| Bogart Wealth, LLC | 16,659 | $1.20M | 0.06% | +66+0.4% | Added |
| Prime Capital Investment Advisors, LLC | 16,656 | $1.20M | 0.02% | −972−5.5% | Reduced |
| Main Street Financial Solutions, LLC | 16,537 | $1.19M | 0.11% | +23+0.1% | Added |
| WNY Asset Management, LLC | 16,533 | $1.19M | 0.16% | −819−4.7% | Reduced |
| Wedbush Securities Inc | 16,531 | $1.19M | 0.04% | −1,308−7.3% | Reduced |
| Wealthspire Advisors, LLC | 16,441 | $1.19M | 0.02% | +47+0.3% | Added |
| Auxier Asset Management | 16,346 | $1.18M | 0.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 16,627 | $1.17M | 0.17% | +4,222+34.0% | Added |
| Osborne Partners Capital Management, LLC | 16,248 | $1.17M | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 16,200 | $1.17M | 0.18% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 16,063 | $1.16M | 0.16% | +218+1.4% | Added |
| Clifford Swan Investment Counsel LLC | 16,001 | $1.15M | 0.04% | −113−0.7% | Reduced |
| Donoghue Forlines LLC | 15,961 | $1.15M | 0.33% | +575+3.7% | Added |
| Hilltop Holdings Inc. | 15,945 | $1.15M | 0.13% | +274+1.7% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.15M | 0.25% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 15,726 | $1.14M | 0.11% | −2,488−13.7% | Reduced |
| Northeast Investment Management | 15,802 | $1.14M | 0.05% | +137+0.9% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.12M | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 15,433 | $1.11M | 0.08% | −2,215−12.6% | Reduced |
| Crewe Advisors LLC | 15,401 | $1.11M | 0.12% | +118+0.8% | Added |
| Perpetual Ltd | 15,294 | $1.10M | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 15,266 | $1.10M | 0.04% | +581+4.0% | Added |
| Ingalls & Snyder LLC | 15,243 | $1.10M | 0.05% | −150−1.0% | Reduced |
| Bank Ozk | 15,106 | $1.09M | 0.47% | +3,278+27.7% | Added |
| Kingsview Wealth Management, LLC | 14,947 | $1.08M | 0.03% | +740+5.2% | Added |
| Busey Wealth Management | 14,897 | $1.08M | 0.04% | −216−1.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,709 | $1.06M | 0.08% | −13−0.1% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $1.06M | 0.02% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 14,629 | $1.06M | 0.15% | +1,084+8.0% | Added |
| Mather Group, LLC. | 15,650 | $1.05M | 0.01% | +3,543+29.3% | Added |
| American Financial Group Inc | 14,500 | $1.05M | 0.45% | 00.0% | Unchanged |
| Umb Bank N A | 14,426 | $1.04M | 0.02% | −3,505−19.5% | Reduced |
| Profund Advisors LLC | 14,397 | $1.04M | 0.04% | +418+3.0% | Added |
| Chesley Taft & Associates LLC | 14,215 | $1.03M | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,167 | $1.02M | 0.02% | −113−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,162 | $1.02M | 0.01% | +1,965+16.1% | Added |
| Susquehanna International Securities, Ltd. | 14,136 | $1.02M | 0.37% | −18,137−56.2% | Reduced |
| Strategic Global Advisors, LLC | 7,569 | $1.02M | 0.21% | +3,914+107.1% | Added |
| Credit Capital Investments LLC | 14,000 | $1.01M | 1.27% | −14,500−50.9% | Reduced |
| Quantbot Technologies LP | 13,984 | $1.01M | 0.05% | −5,830−29.4% | Reduced |
| Legacy Financial Advisors, Inc. | 13,964 | $1.01M | 0.18% | +310+2.3% | Added |
| Mairs & Power Inc | 13,920 | $1.00M | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 13,879 | $1.00M | 0.86% | +596+4.5% | Added |
| Arete Wealth Advisors, LLC | 13,842 | $999.0K | 0.08% | +444+3.3% | Added |
| Sunbelt Securities, Inc. | 13,832 | $998.4K | 0.10% | −562−3.9% | Reduced |
| Boston Private Wealth LLC | 13,828 | $998.1K | 0.02% | −1,724−11.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,799 | $996.0K | 0.07% | +584+4.4% | Added |
| Tiaa Trust, National Association | 13,792 | $995.5K | 0.00% | +224+1.7% | Added |
| Flagship Harbor Advisors, LLC | 13,781 | $994.7K | 0.06% | +2,637+23.7% | Added |
| EP Wealth Advisors, LLC | 13,626 | $983.5K | 0.01% | −1,314−8.8% | Reduced |
| Sage Rhino Capital LLC | 13,624 | $983.4K | 0.23% | +74+0.5% | Added |
| Hayek Kallen Investment Management | 13,616 | $983.0K | 0.37% | +18+0.1% | Added |
| MidWestOne Financial Group, Inc. | 13,595 | $981.3K | 0.18% | +2,742+25.3% | Added |
| Lee Danner & Bass Inc | 13,556 | $978.0K | 0.08% | +13,556 | New |
| Toronto Dominion Bank | 13,543 | $977.5K | 0.00% | −225−1.6% | Reduced |
| Intrua Financial, LLC | 13,470 | $972.2K | 0.16% | −1,113−7.6% | Reduced |
| Mutual Advisors, LLC | 13,295 | $955.1K | 0.03% | +669+5.3% | Added |
| Garrett Wealth Advisory Group, LLC | 13,215 | $953.9K | 0.35% | +13,215 | New |
| EPG Wealth Management LLC | 0 | $948.1K | 0.22% | −13,187−100.0% | Reduced |
| Texas Yale Capital Corp. | 13,108 | $946.1K | 0.05% | +350+2.7% | Added |
| TCTC Holdings, LLC | 13,066 | $943.1K | 0.03% | +3,480+36.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $938.0K | 0.01% | −3,000−18.8% | Reduced |
| Pacific Global Investment Management CO | 12,982 | $937.0K | 0.18% | +154+1.2% | Added |
| Independent Financial Group, LLC | 12,879 | $929.6K | 0.04% | +1,513+13.3% | Added |
| Lake Street Advisors Group, LLC | 12,876 | $929.4K | 0.04% | +785+6.5% | Added |
| Clarius Group, LLC | 12,871 | $929.0K | 0.07% | −2,063−13.8% | Reduced |
| J.W. Cole Advisors, Inc. | 12,861 | $928.4K | 0.04% | +887+7.4% | Added |
| First National Bank of Omaha | 12,777 | $922.2K | 0.06% | +100+0.8% | Added |
| NVWM, LLC | 12,775 | $922.1K | 0.25% | −78−0.6% | Reduced |
| Jefferies Financial Group Inc. | 12,500 | $902.3K | 0.02% | −22,250−64.0% | Reduced |
| Shoker Investment Counsel, Inc. | 12,490 | $901.6K | 0.32% | −194−1.5% | Reduced |
| Rafferty Asset Management, LLC | 12,433 | $897.4K | 0.00% | −3,152−20.2% | Reduced |
| Aaron Wealth Advisors | 12,409 | $895.7K | 0.12% | +1,592+14.7% | Added |
| True Wealth Design, LLC | 12,380 | $893.6K | 0.22% | −38−0.3% | Reduced |
| GeoWealth Management, LLC | 12,316 | $889.0K | 0.04% | +3,764+44.0% | Added |
| Trust Co of Toledo NA | 12,302 | $888.0K | 0.13% | −474−3.7% | Reduced |
| Two Sigma Securities, LLC | 12,300 | $887.8K | 0.04% | −12,683−50.8% | Reduced |