Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2024: 1,354 institutions

Value heldQ3 2024: $23.8B

Institutions holding SHEL and their total value by quarter
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.

Institutions holding SHEL in Q3 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Covestor Ltd	7	$0	0.00%	00.0%	Unchanged
Manchester Capital Management LLC	2	$132	0.00%	00.0%	Unchanged
Financial Gravity Companies, Inc.	6	$396	0.00%	+6	New
Valued Wealth Advisors LLC	6	$420	0.00%	00.0%	Unchanged
Gould Capital, LLC	10	$660	0.00%	00.0%	Unchanged
Annapolis Financial Services, LLC	11	$737	0.00%	+11	New
MeadowBrook Investment Advisors LLC	17	$1.12K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	19	$1.30K	0.00%	00.0%	Unchanged
DAGCO, Inc.	30	$1.98K	0.00%	00.0%	Unchanged
Plante Moran Financial Advisors, LLC	30	$2.00K	0.00%	−154−83.7%	Reduced
Valley National Advisers Inc	43	$2.00K	0.00%	−87−66.9%	Reduced
Ogorek Anthony Joseph	36	$2.00K	0.00%	+36	New
SWAN Capital LLC	31	$2.03K	0.00%	+31	New
Quintet Private Bank (Europe) S.A.	32	$2.11K	0.00%	+4+14.3%	Added
Legacy Investment Solutions, LLC	33	$2.16K	0.00%	+33	New
Legacy Wealth Managment, LLC	33	$2.16K	0.00%	+33	New
Cassady Schiller Wealth Management, LLC	42	$2.77K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	43	$2.84K	0.00%	00.0%	Unchanged
Abound Wealth Management	43	$2.84K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	44	$2.93K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	44	$2.95K	0.00%	−1−2.2%	Reduced
ClariVest Asset Management LLC	44	$3.14K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	49	$3.23K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	50	$3.30K	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	50	$3.30K	0.00%	+50	New
Mascoma Wealth Management LLC	54	$3.56K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	60	$3.96K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	64	$4.22K	0.00%	00.0%	Unchanged
Bull Oak Capital, LLC	64	$4.22K	0.00%	+64	New
Northwest Financial Advisors	66	$4.33K	0.00%	+66	New
Piscataqua Savings Bank	66	$4.35K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	68	$4.51K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	69	$4.55K	0.00%	00.0%	Unchanged
Bank of New Hampshire	70	$4.62K	0.00%	−240−77.4%	Reduced
Quent Capital, LLC	72	$4.76K	0.00%	00.0%	Unchanged
HHM Wealth Advisors, LLC	77	$5.08K	0.00%	+32+71.1%	Added
Main Street Group, LTD	83	$5.47K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	83	$5.47K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	90	$5.94K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	91	$6.00K	0.00%	−12,289−99.3%	Reduced
Frazier Financial Advisors, LLC	96	$6.33K	0.00%	−229−70.5%	Reduced
Breakwater Investment Management	96	$6.33K	0.00%	00.0%	Unchanged
POM Investment Strategies, LLC	100	$6.59K	0.01%	−205−67.2%	Reduced
DecisionPoint Financial, LLC	100	$6.59K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	100	$6.59K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	100	$6.59K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	100	$6.59K	0.00%	00.0%	Unchanged
PSI Advisors, LLC	102	$6.73K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	104	$6.86K	0.00%	+1+1.0%	Added
Cornerstone Planning Group LLC	112	$7.31K	0.00%	−25−18.2%	Reduced
Cherry Tree Wealth Management, LLC	135	$8.90K	0.00%	00.0%	Unchanged
Paladin Wealth, LLC	135	$8.90K	0.01%	+135	New
Signature Resources Capital Management, LLC	139	$9.17K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	140	$9.23K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	142	$9.37K	0.00%	00.0%	Unchanged
Global Trust Asset Management, LLC	150	$9.89K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	150	$10.1K	0.00%	00.0%	Unchanged
Avondale Wealth Management	173	$11.4K	0.01%	00.0%	Unchanged
Brown, Lisle/Cummings, Inc.	175	$11.5K	0.00%	+175	New
Cornerstone National Bank & Trust Co	175	$11.5K	0.01%	+175	New
Pacifica Partners Inc.	186	$12.3K	0.01%	00.0%	Unchanged
CGC Financial Services, LLC	186	$12.3K	0.00%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	189	$12.5K	0.01%	00.0%	Unchanged
Global Wealth Strategies & Associates	190	$12.5K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	200	$13.2K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	200	$13.2K	0.00%	00.0%	Unchanged
Ramirez Asset Management, Inc.	200	$13.2K	0.00%	00.0%	Unchanged
Kings Path Partners LLC	200	$13.2K	0.01%	00.0%	Unchanged
Future Financial Wealth Managment LLC	200	$13.2K	0.01%	+200	New
VitalStone Financial, LLC	205	$13.5K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	206	$13.6K	0.01%	00.0%	Unchanged
Truvestments Capital LLC	207	$13.7K	0.00%	+207	New
Hemington Wealth Management	219	$14.0K	0.00%	+219	New
Exchange Traded Concepts, LLC	213	$14.0K	0.00%	−4−1.8%	Reduced
Centennial Bank	215	$14.2K	0.01%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	222	$14.6K	0.00%	−205−48.0%	Reduced
SJS Investment Consulting Inc.	233	$15.4K	0.00%	+167+253.0%	Added
Atwood & Palmer Inc	247	$16.3K	0.00%	00.0%	Unchanged
Dogwood Wealth Management LLC	257	$16.9K	0.01%	+3+1.2%	Added
Redmont Wealth Advisors LLC	258	$17.0K	0.03%	00.0%	Unchanged
Reston Wealth Management LLC	258	$17.0K	0.01%	+258	New
Carolinas Wealth Consulting LLC	262	$17.3K	0.00%	−49−15.8%	Reduced
Reuter James Wealth Management, LLC	263	$17.3K	0.00%	+263	New
First United Bank Trust	265	$17.5K	0.01%	00.0%	Unchanged
Semmax Financial Advisors Inc.	300	$19.7K	0.01%	00.0%	Unchanged
Hoese & Co LLP	300	$19.8K	0.02%	00.0%	Unchanged
Stephens Consulting, LLC	300	$19.8K	0.01%	00.0%	Unchanged
Central Pacific Bank - Trust Division	302	$19.9K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	300	$20.0K	0.01%	00.0%	Unchanged
Ulland Investment Advisors, LLC	300	$20.0K	0.01%	00.0%	Unchanged
HighMark Wealth Management LLC	303	$20.0K	0.01%	−13−4.1%	Reduced
Salomon & Ludwin, LLC	319	$21.0K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	321	$21.1K	0.00%	+4+1.3%	Added
Tacita Capital Inc	323	$21.3K	0.01%	00.0%	Unchanged
Park Place Capital Corp	327	$21.6K	0.01%	−28−7.9%	Reduced
Castleview Partners, LLC	327	$21.6K	0.01%	00.0%	Unchanged
New England Capital Financial Advisors LLC	338	$22.3K	0.01%	00.0%	Unchanged
Jaffetilchin Investment Partners, LLC	338	$22.3K	0.00%	+338	New
Oliver Lagore Vanvalin Investment Group	342	$22.6K	0.01%	−506−59.7%	Reduced
Trust Co	344	$22.7K	0.00%	00.0%	Unchanged