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, Q3 2024
Institutional positions in Shell plc as of Sep 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
- 1,354
- −23 vs. Q2 2024
- Shares held
- 361.8M
- +14.3M (+4.1%) vs. Q2 2024
- Total value
- $23.8B
- −$1.19B (−4.7%) vs. Q2 2024
- New holders
- 88
- 487 more added
- Sold out
- 111
- 487 more reduced
10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 65,298,943 | $4.31B | 0.26% | +3,255,347+5.2% | Added |
| Fisher Asset Management, LLC | 24,530,647 | $1.62B | 0.66% | +507,311+2.1% | Added |
| Dimensional Fund Advisors LP | 22,921,954 | $1.51B | 0.37% | +199,637+0.9% | Added |
| Eagle Capital Management LLC | 15,124,881 | $997.5M | 3.71% | −15,996−0.1% | Reduced |
| Morgan Stanley | 11,435,065 | $754.1M | 0.05% | +295,877+2.7% | Added |
| Orbis Allan Gray Ltd | 9,822,965 | $647.8M | 3.43% | −656,133−6.3% | Reduced |
| Bank of America Corp | 9,002,733 | $593.7M | 0.05% | −534,186−5.6% | Reduced |
| Wellington Management Group LLP | 7,744,112 | $510.7M | 0.09% | −390,678−4.8% | Reduced |
| BlackRock, Inc. | 7,212,428 | $475.7M | 0.01% | +7,212,428 | New |
| Price T Rowe Associates Inc | 7,084,623 | $467.2M | 0.05% | +495,554+7.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,910,194 | $455.7M | 1.52% | −139,757−2.0% | Reduced |
| Franklin Resources Inc | 5,972,945 | $408.4M | 0.11% | +55,637+0.9% | Added |
| 40 North Management LLC | 5,480,000 | $361.4M | 18.50% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,474,461 | $361.0M | 1.26% | +3,614,885+194.4% | Added |
| Mawer Investment Management Ltd. | 5,282,868 | $348.4M | 1.59% | +422,329+8.7% | Added |
| D. E. Shaw & Co., Inc. | 5,007,005 | $330.2M | 0.43% | +855,017+20.6% | Added |
| Millennium Management LLC | 4,941,725 | $325.9M | 0.28% | +868,493+21.3% | Added |
| Goldman Sachs Group Inc | 4,449,817 | $293.5M | 0.06% | +54,417+1.2% | Added |
| Royal Bank of Canada | 3,923,302 | $258.7M | 0.06% | +125,816+3.3% | Added |
| Holocene Advisors, LP | 3,773,617 | $248.9M | 1.01% | +866,954+29.8% | Added |
| Pzena Investment Management LLC | 3,699,517 | $244.0M | 0.79% | +7,317+0.2% | Added |
| Harding Loevner LP | 3,434,768 | $226.6M | 1.31% | +243,984+7.6% | Added |
| Rockefeller Capital Management L.P. | 3,125,284 | $206.1M | 0.55% | +46,293+1.5% | Added |
| Jennison Associates LLC | 3,014,199 | $198.8M | 0.12% | +1,967,672+188.0% | Added |
| Westwood Global Investments, LLC | 3,012,743 | $198.7M | 9.02% | +466,220+18.3% | Added |
| Lord, Abbett & Co. LLC | 2,893,604 | $190.8M | 0.61% | −168,057−5.5% | Reduced |
| Northern Trust Corp | 2,582,225 | $170.3M | 0.03% | −152,306−5.6% | Reduced |
| Amundi | 2,481,060 | $169.4M | 0.06% | +87,101+3.6% | Added |
| Wells Fargo & Company | 2,410,272 | $159.0M | 0.04% | −134,684−5.3% | Reduced |
| Nuveen Asset Management, LLC | 2,275,159 | $150.0M | 0.04% | −137,416−5.7% | Reduced |
| Envestnet Asset Management Inc | 2,136,311 | $140.9M | 0.05% | −112,055−5.0% | Reduced |
| Empyrean Capital Partners, LP | 2,100,000 | $138.5M | 7.60% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,071,301 | $136.6M | 0.31% | +935,648+82.4% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $122.5M | 0.11% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,814,369 | $119.7M | 0.37% | −26,321−1.4% | Reduced |
| Stifel Financial Corp | 1,791,618 | $118.2M | 0.12% | −55,054−3.0% | Reduced |
| Mondrian Investment Partners LTD | 1,674,056 | $110.4M | 1.67% | −33,801−2.0% | Reduced |
| Merewether Investment Management, LP | 1,544,764 | $101.9M | 4.70% | +449,000+41.0% | Added |
| Balyasny Asset Management LLC | 1,516,711 | $100.0M | 0.26% | +372,055+32.5% | Added |
| Brandes Investment Partners, LP | 1,460,277 | $96.3M | 1.08% | +12,828+0.9% | Added |
| Alliancebernstein L.P. | 1,381,259 | $91.1M | 0.03% | −20,545−1.5% | Reduced |
| Mackenzie Financial Corp | 1,379,081 | $91.0M | 0.13% | −68,298−4.7% | Reduced |
| JPMorgan Chase & Co | 1,376,027 | $90.7M | 0.01% | −109,684−7.4% | Reduced |
| Van Eck Associates Corp | 1,363,109 | $90.7M | 0.11% | −27,379−2.0% | Reduced |
| UBS Group AG | 1,362,413 | $89.9M | 0.03% | −40,971−2.9% | Reduced |
| Silvercrest Asset Management Group LLC | 1,344,117 | $88.6M | 0.60% | −34,244−2.5% | Reduced |
| Natixis Advisors, L.P. | 1,301,731 | $85.8M | 0.17% | −195,365−13.0% | Reduced |
| Voloridge Investment Management, LLC | 1,281,119 | $84.5M | 0.31% | −434,562−25.3% | Reduced |
| Todd Asset Management LLC | 1,200,096 | $79.1M | 1.84% | −7,305−0.6% | Reduced |
| Alyeska Investment Group, L.P. | 1,198,341 | $79.0M | 0.40% | +369,506+44.6% | Added |
| Marshall Wace, LLP | 1,143,235 | $75.4M | 0.10% | +991,089+651.4% | Added |
| Brandywine Global Investment Management, LLC | 1,030,648 | $70.5M | 0.47% | +2,020+0.2% | Added |
| Raymond James & Associates | 1,031,201 | $68.0M | 0.04% | −667,046−39.3% | Reduced |
| Equity Investment Corp | 1,012,644 | $66.8M | 1.55% | +50,290+5.2% | Added |
| Energy Income Partners, LLC | 987,333 | $65.1M | 1.40% | +85,026+9.4% | Added |
| Pacer Advisors, Inc. | 975,399 | $64.3M | 0.14% | +4,981+0.5% | Added |
| Citadel Advisors LLC | 938,206 | $61.9M | 0.06% | +927,323+8,520.8% | Added |
| CIBC Private Wealth Group, LLC | 934,809 | $61.7M | 0.11% | +112,108+13.6% | Added |
| The PNC Financial Services Group, Inc. | 890,180 | $58.7M | 0.04% | +14,690+1.7% | Added |
| Jefferies Financial Group Inc. | 874,208 | $57.7M | 0.94% | +861,708+6,893.7% | Added |
| American Century Companies Inc | 842,849 | $55.6M | 0.03% | +55,780+7.1% | Added |
| Boston Partners | 813,491 | $53.7M | 0.06% | −4,813−0.6% | Reduced |
| Invesco Ltd. | 809,639 | $53.4M | 0.01% | −1,003,953−55.4% | Reduced |
| Russell Investments Group, Ltd. | 791,894 | $52.2M | 0.08% | −29,750−3.6% | Reduced |
| Capital Research Global Investors | 767,370 | $50.6M | 0.01% | −552−0.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 736,170 | $48.5M | 0.42% | 00.0% | Unchanged |
| LPL Financial LLC | 728,784 | $48.1M | 0.02% | −15,107−2.0% | Reduced |
| Verition Fund Management LLC | 716,753 | $47.3M | 0.32% | +112,029+18.5% | Added |
| Thrivent Financial for Lutherans | 714,990 | $47.2M | 0.09% | +3,136+0.4% | Added |
| Douglas Lane & Associates, LLC | 714,542 | $47.1M | 0.65% | −92,161−11.4% | Reduced |
| 1832 Asset Management L.P. | 709,925 | $46.8M | 0.08% | +4,154+0.6% | Added |
| Yaupon Capital Management LP | 693,641 | $45.7M | 3.07% | +181,601+35.5% | Added |
| Renaissance Technologies LLC | 685,986 | $45.2M | 0.07% | +631,786+1,165.7% | Added |
| Bank of Montreal | 682,145 | $45.1M | 0.02% | −613,244−47.3% | Reduced |
| Letko, Brosseau & Associates Inc | 663,577 | $43.8M | 0.79% | −208,120−23.9% | Reduced |
| Two Sigma Advisers, LP | 654,900 | $43.2M | 0.10% | −49,700−7.1% | Reduced |
| Aventail Capital Group, LP | 617,925 | $40.8M | 2.40% | +617,925 | New |
| Qube Research & Technologies Ltd | 609,309 | $40.2M | 0.07% | +609,309 | New |
| Neuberger Berman Group LLC | 576,822 | $38.0M | 0.03% | +28,446+5.2% | Added |
| Fayez Sarofim & Co | 570,647 | $37.6M | 0.10% | +128,031+28.9% | Added |
| Bank of New York Mellon Corp | 522,608 | $34.5M | 0.01% | −9,068−1.7% | Reduced |
| Great Lakes Advisors, LLC | 521,538 | $34.4M | 0.29% | −11,482−2.2% | Reduced |
| Penn Davis McFarland Inc | 505,433 | $33.3M | 3.75% | −890.0% | Reduced |
| Foundry Partners, LLC | 502,088 | $33.1M | 1.64% | −3,435−0.7% | Reduced |
| Senator Investment Group LP | 500,000 | $33.0M | 1.57% | −16,400−3.2% | Reduced |
| CI Private Wealth, LLC | 476,398 | $31.4M | 0.05% | −4,749−1.0% | Reduced |
| Kornitzer Capital Management Inc | 466,167 | $30.7M | 0.57% | −10,576−2.2% | Reduced |
| HighTower Advisors, LLC | 463,797 | $30.6M | 0.04% | +3,476+0.8% | Added |
| Cullen Capital Management LLC | 447,730 | $29.5M | 0.32% | −5,601−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 447,054 | $29.5M | 0.04% | +17,894+4.2% | Added |
| Ameriprise Financial Inc | 444,065 | $29.3M | 0.01% | −46,291−9.4% | Reduced |
| TruWealth Advisors, LLC | 420,825 | $27.8M | 1.70% | −5,674−1.3% | Reduced |
| First Eagle Investment Management, LLC | 420,469 | $27.7M | 0.06% | +8,560+2.1% | Added |
| Adage Capital Partners GP, L.L.C. | 400,000 | $26.4M | 0.05% | +215,000+116.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 396,501 | $26.1M | 0.06% | −49,070−11.0% | Reduced |
| Gabelli Funds LLC | 394,200 | $26.0M | 0.19% | −19,900−4.8% | Reduced |
| Cerity Partners LLC | 384,392 | $25.4M | 0.06% | +67,297+21.2% | Added |
| Huber Capital Management LLC | 379,889 | $25.1M | 5.04% | +22,200+6.2% | Added |
| US Bancorp | 377,939 | $24.9M | 0.03% | −33,434−8.1% | Reduced |
| Cresset Asset Management, LLC | 367,098 | $24.2M | 0.09% | +8,306+2.3% | Added |