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Livermore
Livermore
ZHEN

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

Q3 2024 vs. Q2 2024

How the institutions holding Shell plc changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SHEL: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1,387101,354−23
Shares355.9M8.45M361.8M+14.3M (+4.1%)
Value$25.6B$609.6M$23.8B−$1.19B (−4.7%)

10 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (88)

Institutions that held Shell plc at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SHEL in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.7,212,428$475.7M0.01%
Aventail Capital Group, LP617,925$40.8M2.40%
Qube Research & Technologies Ltd609,309$40.2M0.07%
Mediolanum International Funds Ltd565,189$18.3M0.26%
Bridgewater Associates, LP133,194$8.78M0.05%
Squarepoint Ops LLC104,713$6.91M0.02%
Virtu Financial LLC78,148$5.15M0.28%
Segall Bryant & Hamill, LLC71,194$4.70M0.06%
IMC-Chicago, LLC57,401$3.79M0.11%
Bryn Mawr Trust Co38,690$2.55M0.05%
XTX Topco Ltd38,076$2.51M0.18%
Headlands Technologies LLC34,953$2.31M0.27%
Dynamic Technology Lab Private Ltd34,944$2.31M0.24%
Sterling Capital Management LLC32,843$2.17M0.03%
44 Wealth Management LLC23,680$1.58M0.55%
Tower Research Capital LLC (TRC)20,329$1.34M0.04%
Denali Advisors LLC16,819$1.11M0.12%
Savant Capital, LLC15,609$1.03M0.01%
CWA Asset Management Group, LLC14,163$934.1K0.05%
Radnor Capital Management, LLC14,095$930.0K0.14%
Hudson Portfolio Management LLC12,250$807.9K0.79%
Bayesian Capital Management, LP12,200$804.6K0.09%
Permanens Capital L.P.12,081$796.7K0.16%
Evoke Wealth, LLC11,599$765.0K0.02%
Security National Bank of Sioux City Iowa11,450$755.1K0.46%
Net Worth Advisory Group10,574$697.3K0.21%
Meridian Wealth Management, LLC10,283$678.2K0.03%
Benjamin Edwards Inc10,171$670.7K0.01%
U S Global Investors Inc10,000$659.5K0.06%
Garda Capital Partners LP9,841$649.0K0.16%
Nwam LLC9,645$636.1K0.04%
Eastern Bank9,551$629.9K0.01%
Fox Run Management, L.L.C.7,569$499.2K0.11%
Banco Bilbao Vizcaya Argentaria, S.A.7,084$468.0K0.00%
Modern Wealth Management, LLC6,082$401.1K0.02%
RHS Financial, LLC5,494$362.3K0.18%
Beaumont Financial Advisors, LLC5,248$346.1K0.03%
WPWealth LLP5,013$330.6K0.07%
Sabal Trust CO4,298$283.5K0.02%
ICONIQ Capital, LLC4,252$280.4K0.01%
Everstar Asset Management, LLC4,193$276.5K0.19%
PEAK6 Investments LLC4,158$274.2K0.01%
Uhlmann Price Securities, LLC3,969$261.8K0.21%
Legacy Capital Group California, Inc.3,953$260.7K0.09%
Scientech Research LLC3,932$259.3K0.05%
North Point Portfolio Managers Corp3,633$239.6K0.04%
Jump Financial, LLC3,500$230.8K0.00%
StoneX Group Inc.3,360$221.6K0.02%
Cypress Capital Group3,311$218.4K0.02%
Ascension Capital Advisors, Inc.3,242$213.8K0.10%
Clear Creek Financial Management, LLC3,194$210.6K0.02%
NBW Capital LLC3,174$209.3K0.04%
First Citizens Bank & Trust Co3,146$207.5K0.00%
Belpointe Asset Management LLC3,124$206.0K0.01%
Vista Wealth Management Group, LLC3,069$202.4K0.01%
Diametric Capital, LP3,069$202.4K0.10%
Zacks Investment Management3,066$202.2K0.00%
Planned Solutions, Inc.2,565$169.2K0.07%
ORG Wealth Partners, LLC2,445$161.2K0.05%
Oarsman Capital, Inc.2,236$147.5K0.03%
Flaharty Asset Management, LLC2,223$146.6K0.02%
SG Americas Securities, LLC1,834$121.0K0.00%
CoreCap Advisors, LLC1,754$115.7K0.01%
Winthrop Capital Management, LLC1,616$107.0K0.05%
Sachetta, LLC1,150$75.8K0.03%
Versant Capital Management, Inc908$59.9K0.01%
Skopos Labs, Inc.533$35.2K0.01%
Pflug Koory, LLC517$34.1K0.02%
Fortitude Family Office, LLC450$29.7K0.01%
CoreFirst Bank & Trust439$29.0K0.02%
Jaffetilchin Investment Partners, LLC338$22.3K0.00%
Reuter James Wealth Management, LLC263$17.3K0.00%
Reston Wealth Management LLC258$17.0K0.01%
Hemington Wealth Management219$14.0K0.00%
Truvestments Capital LLC207$13.7K0.00%
Future Financial Wealth Managment LLC200$13.2K0.01%
Brown, Lisle/Cummings, Inc.175$11.5K0.00%
Cornerstone National Bank & Trust Co175$11.5K0.01%
Paladin Wealth, LLC135$8.90K0.01%
Northwest Financial Advisors66$4.33K0.00%
Bull Oak Capital, LLC64$4.22K0.00%
Arlington Trust Co LLC50$3.30K0.00%
Legacy Investment Solutions, LLC33$2.16K0.00%
Legacy Wealth Managment, LLC33$2.16K0.00%
SWAN Capital LLC31$2.03K0.00%
Ogorek Anthony Joseph36$2.00K0.00%
Annapolis Financial Services, LLC11$7370.00%
Financial Gravity Companies, Inc.6$3960.00%

Sold out (111)

Institutions that held Shell plc at the end of Q2 2024 and filed for Q3 2024 without it.

Showing the largest 100 of 111 by value.

Institutions that sold out of SHEL in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Skye Global Management LP1,217,652$87.9M
Groupama Asset Managment787,212$28.2M
Optiver Holding B.V.359,351$25.9M
Gemsstock Limited248,424$17.9M
Ruffer LLP220,000$15.9M
Governors Lane LP207,000$14.9M
Callodine Capital Management, LP137,757$9.94M
Ibex Wealth Advisors137,074$9.89M
Invenomic Capital Management LP104,131$7.52M
Gluskin Sheff & Assoc Inc206,293$7.42M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys88,604$6.40M
B. Metzler seel. Sohn & Co. AG84,966$6.13M
Caption Management, LLC60,400$4.36M
Viking Fund Management LLC60,000$4.33M
Bokf, NA52,677$3.80M
LSV Asset Management48,400$3.49M
Gotham Asset Management, LLC27,759$2.00M
Flow Traders U.S. LLC25,826$1.86M
Privium Fund Management (UK) Ltd23,856$1.74M
Y-Intercept (Hong Kong) Ltd22,255$1.61M
Freestone Capital Holdings, LLC19,463$1.40M
Summit Global Investments17,979$1.30M
WNY Asset Management, LLC16,533$1.19M
Boston Private Wealth LLC13,828$998.1K
Rafferty Asset Management, LLC12,433$897.4K
Susquehanna International Group Ltd.11,061$798.4K
Taika Capital, LP10,470$755.7K
Eqis Capital Management, Inc.9,089$656.1K
Covenant Partners, LLC8,255$595.8K
Westwood Holdings Group Inc.7,788$562.1K
Legacy Advisors, LLC7,115$513.6K
Merit Financial Group, LLC6,181$446.1K
Quantitative Investment Management, LLC5,947$429.0K
Systrade AG5,000$360.9K
Gagnon Securities LLC4,596$331.7K
Resurgent Financial Advisors LLC4,432$319.9K
Banque Cantonale Vaudoise4,200$303.0K
Triasima Portfolio Management inc.4,055$292.7K
Williamson Legacy Group, LLC3,973$286.8K
Sargent Investment Group, LLC3,924$283.2K
Kingswood Wealth Advisors, LLC3,862$278.8K
Holderness Investments Co3,795$273.9K
Capstone Investment Advisors, LLC3,757$271.2K
Hudson Valley Investment Advisors Inc3,980$257.2K
Smart Money Group LLC3,303$241.8K
LM Advisors LLC3,340$241.0K
Mitchell McLeod Pugh & Williams Inc3,331$240.4K
Clarity Financial LLC3,303$238.4K
Avantax Planning Partners, Inc.3,208$231.6K
Cadinha & Co LLC3,205$231.3K
Retirement Investment Advisors, Inc.3,130$225.9K
Carnegie Capital Asset Management, LLC3,108$224.3K
RFP Financial Group LLC3,108$224.3K
Trust Co of Virginia3,099$223.7K
Redwood Investments, LLC3,096$223.5K
Cassaday & Co Wealth Management LLC3,078$222.1K
Birchcreek Wealth Management, LLC3,052$220.3K
Addison Capital Co3,023$218.2K
Oxinas Partners Wealth Management LLC3,016$217.7K
SYSTM Wealth Solutions LLC3,015$217.6K
IFG Advisory, LLC3,001$216.6K
Bank of Nova Scotia3,000$216.5K
Wedgewood Investors Inc3,000$216.5K
Cascade Investment Advisors, Inc.3,000$216.5K
Teramo Advisors, LLC3,000$216.5K
McDonald Partners LLC2,987$215.6K
RPg Family Wealth Advisory, LLC2,978$215.0K
Meridian Investment Counsel Inc.2,977$214.9K
Choice Wealth Advisors, LLC2,976$214.8K
Claro Advisors LLC2,967$214.2K
Schaper Benz & Wise Investment Counsel Inc2,965$214.0K
Stratos Wealth Advisors, LLC2,960$213.7K
North Ridge Wealth Advisors, Inc.2,952$213.1K
MKT Advisors LLC2,900$210.5K
Cedar Brook Financial Partners, LLC2,884$208.2K
Stonebridge Capital Management Inc2,876$208.0K
Avenue 1 Advisors, LLC2,873$207.4K
Folger Nolan Fleming Douglas Capital Management, Inc2,854$206.0K
Family Firm, Inc.2,843$205.2K
Interchange Capital Partners, LLC2,843$205.2K
Northwest Bancshares, Inc.2,821$203.6K
BCJ Capital Management, LLC2,821$203.6K
CMG Global Holdings, LLC2,818$203.4K
David Loasby2,760$201.3K
Petra Financial Advisors Inc2,772$200.1K
Appleton Partners Inc2,772$200.0K
Ashton Thomas Private Wealth, LLC1,684$121.6K
Timber Creek Capital Management LLC1,300$93.8K
Opal Wealth Advisors, LLC1,281$92.5K
Redwood Wealth Management Group, LLC837$60.4K
Newbridge Financial Services Group, Inc.718$51.8K
EntryPoint Capital, LLC478$34.5K
Abich Financial Wealth Management LLC455$32.8K
Triad Wealth Partners, LLC436$31.5K
Tyler-Stone Wealth Management397$28.7K
Planning Capital Management Corp352$25.4K
Register Financial Advisors LLC321$23.2K
Cultivar Capital, Inc.295$21.3K
Kelly Financial Services LLC257$18.6K
Central Bank & Trust Co230$16.6K

Not filed for Q3 2024 yet (10)

Institutions that held Shell plc at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SHEL in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.8,391,334$605.7M
McKinley Capital Management LLC /Delaware17,911$1.29M
Benjamin F. Edwards & Company, Inc.9,629$695.0K
Karpas Strategies, LLC8,852$638.9K
Buckingham Strategic Wealth, LLC7,966$575.0K
Gratus Capital LLC5,192$374.8K
JJJ Advisors Inc.2,495$180.1K
ICA Group Wealth Management, LLC766$55.3K
Custom Portfolio Group LLC700$50.5K
Institutional & Family Asset Management, LLC645$46.6K