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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 8,875 | $640.6K | 0.18% | −910−9.3% | Reduced |
| Harrell Investment Partners, LLC | 8,873 | $640.5K | 0.19% | −379−4.1% | Reduced |
| Pictet Bank & Trust Ltd | 8,870 | $640.2K | 0.65% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,852 | $638.9K | 0.20% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 8,817 | $636.4K | 0.50% | −3,240−26.9% | Reduced |
| Leibman Financial Services, Inc. | 8,796 | $634.9K | 0.47% | −22,833−72.2% | Reduced |
| Woodmont Investment Counsel LLC | 8,758 | $632.2K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,709 | $628.6K | 0.02% | +4,791+122.3% | Added |
| Gallacher Capital Management LLC | 8,702 | $628.1K | 0.33% | +243+2.9% | Added |
| Bollard Group LLC | 8,698 | $628.0K | 0.02% | +5,425+165.8% | Added |
| Transcend Wealth Collective, LLC | 8,693 | $627.5K | 0.05% | +1,614+22.8% | Added |
| Diligent Investors, LLC | 8,628 | $622.8K | 0.15% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,615 | $621.9K | 0.02% | +659+8.3% | Added |
| Kovack Advisors, Inc. | 8,614 | $621.7K | 0.07% | −118−1.4% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $621.7K | 0.18% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 8,582 | $619.4K | 0.40% | +8,582 | New |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $616.4K | 0.39% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,502 | $614.0K | 0.04% | 00.0% | Unchanged |
| Summit X, LLC | 8,444 | $611.7K | 0.14% | +2,801+49.6% | Added |
| Hancock Whitney Corp | 8,466 | $611.1K | 0.02% | −160−1.9% | Reduced |
| Ignite Planners, LLC | 8,298 | $607.9K | 0.15% | +20+0.2% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $605.7K | 0.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 8,378 | $604.7K | 0.00% | +754+9.9% | Added |
| Grimes & Company, Inc. | 8,371 | $604.2K | 0.02% | +266+3.3% | Added |
| North Star Investment Management Corp. | 8,358 | $603.3K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 8,350 | $603.0K | 0.05% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 8,328 | $601.1K | 0.29% | −117−1.4% | Reduced |
| Wallace Advisory Group, LLC | 8,308 | $599.7K | 0.43% | +843+11.3% | Added |
| Axxcess Wealth Management, LLC | 8,308 | $599.7K | 0.02% | −793−8.7% | Reduced |
| Cardiff Park Advisors, LLC | 8,281 | $597.7K | 0.06% | −273−3.2% | Reduced |
| Covenant Partners, LLC | 8,255 | $595.8K | 0.18% | +24+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,246 | $595.2K | 0.17% | +116+1.4% | Added |
| Broadwater Capital Management LLC | 8,236 | $594.5K | 0.46% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,146 | $588.0K | 0.30% | +1,603+24.5% | Added |
| Estabrook Capital Management | 8,124 | $586.4K | 0.09% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 8,111 | $585.5K | 0.06% | +530+7.0% | Added |
| Simon Quick Advisors, LLC | 8,100 | $584.7K | 0.04% | +231+2.9% | Added |
| Dearborn Partners LLC | 8,093 | $584.1K | 0.03% | +8+0.1% | Added |
| Harbour Capital Advisors, LLC | 8,005 | $583.3K | 0.14% | −560−6.5% | Reduced |
| Motco | 8,070 | $582.5K | 0.03% | +138+1.7% | Added |
| Seed Wealth Management, Inc. | 8,065 | $582.1K | 0.51% | +600+8.0% | Added |
| Farther Finance Advisors, LLC | 7,950 | $579.3K | 0.03% | +1,268+19.0% | Added |
| Apexium Financial, LP | 8,011 | $578.2K | 0.04% | +1,275+18.9% | Added |
| Orion Investment Co | 8,005 | $577.8K | 0.23% | +8,005 | New |
| Susquehanna International Group, LLP | 7,994 | $577.0K | 0.00% | −54,598−87.2% | Reduced |
| Lebenthal Global Advisors, LLC | 7,987 | $576.5K | 0.13% | +858+12.0% | Added |
| Kavar Capital Partners Group, LLC | 7,970 | $575.3K | 0.10% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 7,966 | $575.0K | 0.01% | −101−1.3% | Reduced |
| National Philanthropic Trust | 7,960 | $574.6K | 0.01% | −1,223−13.3% | Reduced |
| Axiom Advisory, LLC | 8,029 | $573.8K | 0.01% | +8,029 | New |
| Chemistry Wealth Management LLC | 7,935 | $572.8K | 0.15% | +387+5.1% | Added |
| Change Path, LLC | 7,907 | $571.0K | 0.03% | −471−5.6% | Reduced |
| Seven Eight Capital, LP | 7,845 | $566.3K | 0.06% | −29,936−79.2% | Reduced |
| Aptus Capital Advisors, LLC | 7,822 | $564.6K | 0.01% | +30.0% | Added |
| Sivia Capital Partners, LLC | 7,803 | $563.2K | 0.38% | +242+3.2% | Added |
| Westwood Holdings Group Inc. | 7,788 | $562.1K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 7,784 | $561.8K | 0.08% | +300+4.0% | Added |
| Bruce G. Allen Investments, LLC | 7,783 | $561.8K | 0.47% | +13+0.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,776 | $561.3K | 0.00% | −152,663−95.2% | Reduced |
| Councilmark Asset Management, LLC | 7,725 | $557.6K | 0.40% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,706 | $556.2K | 0.38% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 7,693 | $555.3K | 0.01% | +7,693 | New |
| Gables Capital Management Inc. | 7,690 | $555.1K | 0.29% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 7,670 | $553.6K | 0.01% | +93+1.2% | Added |
| Spire Wealth Management | 7,622 | $550.2K | 0.02% | −1,934−20.2% | Reduced |
| Wealthcare Advisory Partners LLC | 7,617 | $549.8K | 0.02% | −142−1.8% | Reduced |
| Empower Advisory Group, LLC | 7,558 | $545.5K | 0.00% | −2,412−24.2% | Reduced |
| Lindbrook Capital, LLC | 7,510 | $542.1K | 0.05% | +158+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 7,503 | $541.6K | 0.01% | −436−5.5% | Reduced |
| Pullen Investment Management, LLC | 7,495 | $541.0K | 0.45% | +310+4.3% | Added |
| Plancorp, LLC | 7,483 | $540.2K | 0.02% | −10.0% | Reduced |
| Greenwood Gearhart Inc | 7,437 | $536.8K | 0.05% | −1,355−15.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 7,352 | $530.7K | 0.14% | +7,352 | New |
| West Oak Capital, LLC | 7,305 | $527.3K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 7,304 | $527.2K | 0.06% | −520−6.6% | Reduced |
| Equitable Holdings, Inc. | 7,301 | $527.0K | 0.01% | +56+0.8% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 7,299 | $526.8K | 0.16% | −120,190−94.3% | Reduced |
| Essex Financial Services, Inc. | 7,377 | $526.4K | 0.04% | +4,387+146.7% | Added |
| Vaughan David Investments LLC | 7,276 | $525.0K | 0.01% | −2,440−25.1% | Reduced |
| MONECO Advisors, LLC | 7,271 | $524.8K | 0.08% | +37+0.5% | Added |
| Cullinan Associates Inc | 7,200 | $519.7K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,186 | $518.7K | 0.04% | −200−2.7% | Reduced |
| Flputnam Investment Management Co | 7,176 | $518.0K | 0.01% | −272−3.7% | Reduced |
| RMB Capital Management, LLC | 7,172 | $517.7K | 0.01% | −447−5.9% | Reduced |
| Community Bank of Raymore | 7,150 | $516.1K | 0.40% | −12,000−62.7% | Reduced |
| Venture Visionary Partners LLC | 7,135 | $515.0K | 0.02% | +578+8.8% | Added |
| Ausdal Financial Partners, Inc. | 7,123 | $514.1K | 0.05% | −333−4.5% | Reduced |
| AlTi Global, Inc. | 7,120 | $514.0K | 0.01% | +237+3.4% | Added |
| Legacy Advisors, LLC | 7,115 | $513.6K | 0.06% | +7,115 | New |
| Select Asset Management & Trust | 7,074 | $511.0K | 0.20% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,074 | $510.6K | 0.07% | +317+4.7% | Added |
| New Republic Capital, LLC | 7,037 | $507.9K | 0.26% | +648+10.1% | Added |
| Brighton Jones LLC | 7,033 | $507.6K | 0.02% | +215+3.2% | Added |
| Janus Henderson Group PLC | 7,026 | $507.2K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,001 | $505.3K | 0.01% | −100−1.4% | Reduced |
| Westover Capital Advisors, LLC | 7,000 | $505.3K | 0.13% | +7,000 | New |
| Drive Wealth Management, LLC | 6,989 | $504.4K | 0.14% | −68−1.0% | Reduced |
| Sage Mountain Advisors LLC | 6,980 | $503.8K | 0.05% | +604+9.5% | Added |
| Westmount Partners, LLC | 6,883 | $501.6K | 0.17% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,927 | $500.0K | 0.03% | +37+0.5% | Added |