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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 12,278 | $886.2K | 0.08% | +633+5.4% | Added |
| Glen Eagle Advisors, LLC | 12,180 | $879.1K | 0.16% | +430+3.7% | Added |
| Marks Group Wealth Management, Inc | 12,158 | $877.6K | 0.09% | +2,397+24.6% | Added |
| AE Wealth Management LLC | 12,106 | $873.8K | 0.01% | +1,416+13.2% | Added |
| Oxbow Advisors, LLC | 12,040 | $869.0K | 0.10% | −200−1.6% | Reduced |
| Great Diamond Partners, LLC | 11,994 | $865.7K | 0.20% | +30+0.3% | Added |
| One Wealth Advisors, LLC | 11,989 | $861.8K | 0.18% | +4,014+50.3% | Added |
| James Investment Research Inc | 11,932 | $861.3K | 0.10% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 11,835 | $854.3K | 0.17% | +2,676+29.2% | Added |
| Schnieders Capital Management LLC | 11,760 | $848.8K | 0.17% | +1,300+12.4% | Added |
| Pin Oak Investment Advisors Inc | 11,573 | $835.0K | 0.80% | −593−4.9% | Reduced |
| Fulton Bank, N.A. | 11,445 | $826.1K | 0.03% | +5,314+86.7% | Added |
| Stonegate Investment Group, LLC | 11,438 | $825.6K | 0.02% | +2,738+31.5% | Added |
| Ameritas Advisory Services, LLC | 11,420 | $824.3K | 0.03% | +66+0.6% | Added |
| Capital Investment Advisors, LLC | 11,388 | $822.0K | 0.02% | +103+0.9% | Added |
| Ballentine Partners, LLC | 11,348 | $819.1K | 0.02% | +1,303+13.0% | Added |
| TCG Advisory Services, LLC | 11,332 | $817.9K | 0.04% | −419−3.6% | Reduced |
| Bright Futures Wealth Management, LLC. | 11,364 | $814.6K | 0.44% | +889+8.5% | Added |
| Brookstone Capital Management | 11,107 | $813.9K | 0.01% | −1,931−14.8% | Reduced |
| Compagnie Lombard Odier SCmA | 11,261 | $812.8K | 0.01% | +6,551+139.1% | Added |
| Moneta Group Investment Advisors LLC | 11,251 | $812.1K | 0.01% | +188+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 11,131 | $803.4K | 0.00% | +4,233+61.4% | Added |
| Aull & Monroe Investment Management Corp | 11,130 | $803.4K | 0.39% | −817−6.8% | Reduced |
| First Horizon Advisors, Inc. | 11,097 | $801.0K | 0.02% | +142+1.3% | Added |
| Susquehanna International Group Ltd. | 11,061 | $798.4K | 0.20% | −53,045−82.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,060 | $798.3K | 0.07% | +6,332+133.9% | Added |
| Farmers & Merchants Investments Inc | 11,055 | $798.0K | 0.03% | −865−7.3% | Reduced |
| Gryphon Financial Partners LLC | 11,054 | $797.9K | 0.12% | +25+0.2% | Added |
| Proequities, Inc. | 11,018 | $795.2K | 0.05% | +374+3.5% | Added |
| Archetype Wealth Partners | 11,011 | $795.0K | 0.13% | −1,643−13.0% | Reduced |
| TrinityPoint Wealth, LLC | 11,008 | $794.5K | 0.12% | +92+0.8% | Added |
| Founders Financial Securities LLC | 10,949 | $790.3K | 0.07% | +13+0.1% | Added |
| Coldstream Capital Management Inc | 10,943 | $789.9K | 0.02% | −741−6.3% | Reduced |
| John G Ullman & Associates Inc | 10,900 | $786.8K | 0.12% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,890 | $786.1K | 0.02% | +507+4.9% | Added |
| Citadel Advisors LLC | 10,883 | $785.5K | 0.00% | −2,107−16.2% | Reduced |
| First Manhattan Co | 10,882 | $785.5K | 0.00% | −1,551−12.5% | Reduced |
| Gratus Wealth Advisors, LLC | 10,803 | $780.5K | 0.13% | +448+4.3% | Added |
| Private Trust Co NA | 10,811 | $780.3K | 0.08% | +254+2.4% | Added |
| GW Henssler & Associates Ltd | 10,752 | $776.1K | 0.05% | −415−3.7% | Reduced |
| Puzo Michael J | 10,750 | $775.9K | 0.22% | 00.0% | Unchanged |
| Finivi Inc. | 10,749 | $775.9K | 0.64% | +78+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 10,686 | $771.3K | 0.17% | −428−3.9% | Reduced |
| Eagle Asset Management Inc | 10,583 | $771.2K | 0.00% | +72+0.7% | Added |
| Horizon Investments, LLC | 10,677 | $770.7K | 0.02% | −160−1.5% | Reduced |
| Wealth Alliance | 10,586 | $764.1K | 0.10% | −1,946−15.5% | Reduced |
| StrongBox Wealth, LLC | 10,564 | $762.5K | 0.36% | +2,557+31.9% | Added |
| Diversified Trust Co | 10,518 | $759.2K | 0.02% | −1,474−12.3% | Reduced |
| Taika Capital, LP | 10,470 | $755.7K | 0.60% | +10,470 | New |
| Bessemer Group Inc | 10,392 | $750.0K | 0.00% | −1,013−8.9% | Reduced |
| Henry James International Management, Inc. | 10,387 | $749.7K | 0.27% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,379 | $749.2K | 0.01% | +337+3.4% | Added |
| Investors Research Corp | 10,357 | $747.6K | 0.17% | −300−2.8% | Reduced |
| Harmony Asset Management LLC | 10,307 | $744.0K | 0.31% | +100+1.0% | Added |
| Norden Group LLC | 10,301 | $743.6K | 0.15% | +286+2.9% | Added |
| Wedmont Private Capital | 10,063 | $735.4K | 0.05% | +1,554+18.3% | Added |
| Welch & Forbes LLC | 10,120 | $734.4K | 0.01% | +88+0.9% | Added |
| Simplex Trading, LLC | 10,143 | $732.0K | 0.02% | +10,143 | New |
| Qtron Investments LLC | 10,135 | $731.5K | 0.11% | 00.0% | Unchanged |
| Trust Point Inc. | 10,103 | $729.2K | 0.06% | −455−4.3% | Reduced |
| Schulhoff & Co Inc | 10,092 | $728.4K | 0.33% | +70+0.7% | Added |
| Intrust Bank NA | 10,089 | $728.2K | 0.08% | +139+1.4% | Added |
| 9258 Wealth Management, LLC | 10,063 | $726.4K | 0.11% | −288−2.8% | Reduced |
| Alhambra Investment Partners LLC | 10,060 | $726.1K | 0.40% | −383−3.7% | Reduced |
| Trust Co of Vermont | 10,040 | $724.7K | 0.04% | +100+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,030 | $724.0K | 0.00% | −236−2.3% | Reduced |
| Northwest Capital Management Inc | 10,000 | $721.8K | 0.26% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,897 | $721.2K | 0.21% | −27−0.3% | Reduced |
| Birmingham Capital Management Co Inc | 9,965 | $719.3K | 0.28% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,944 | $717.7K | 0.02% | +5,008+101.5% | Added |
| Camden Capital, LLC | 9,923 | $716.2K | 0.06% | +169+1.7% | Added |
| Penbrook Management LLC | 9,900 | $714.6K | 0.44% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 9,771 | $713.0K | 0.12% | +494+5.3% | Added |
| Beverly Hills Private Wealth, LLC | 9,859 | $711.6K | 0.15% | +88+0.9% | Added |
| Warren Averett Asset Management, LLC | 9,857 | $711.5K | 0.01% | +355+3.7% | Added |
| Bank of Hawaii | 9,850 | $711.0K | 0.03% | −128−1.3% | Reduced |
| NBC Securities, Inc. | 9,832 | $709.0K | 0.06% | −228−2.3% | Reduced |
| W Advisors, LLC | 9,764 | $704.8K | 0.46% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9,759 | $704.4K | 0.20% | +500+5.4% | Added |
| Circle Wealth Management, LLC | 9,695 | $699.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,674 | $698.0K | 0.04% | −32−0.3% | Reduced |
| Gamco Investors, Inc. Et Al | 9,644 | $696.1K | 0.01% | −8−0.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,629 | $695.0K | 0.01% | −546−5.4% | Reduced |
| NBT Bank N A | 9,550 | $689.3K | 0.05% | 00.0% | Unchanged |
| Fruth Investment Management | 9,548 | $689.0K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $686.9K | 0.18% | −183−1.9% | Reduced |
| Swiss Life Asset Management Ltd | 9,450 | $682.1K | 0.01% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,365 | $676.0K | 0.21% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,280 | $669.9K | 0.22% | +40.0% | Added |
| Northeast Financial Consultants Inc | 9,250 | $667.7K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $667.7K | 0.12% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 9,175 | $662.3K | 0.32% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,128 | $658.9K | 0.01% | +12+0.1% | Added |
| Eqis Capital Management, Inc. | 9,089 | $656.1K | 0.05% | −1,802−16.5% | Reduced |
| Core Wealth Partners LLC | 9,050 | $653.2K | 0.45% | +9,050 | New |
| Private Capital Management, LLC | 9,024 | $651.4K | 0.08% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,019 | $651.0K | 0.09% | −10−0.1% | Reduced |
| Verdence Capital Advisors LLC | 8,992 | $649.1K | 0.06% | −615−6.4% | Reduced |
| PDS Planning, Inc | 8,956 | $646.5K | 0.07% | +242+2.8% | Added |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |