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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 21,851 | $1.44M | 0.02% | +791+3.8% | Added |
| Confluence Investment Management LLC | 21,940 | $1.45M | 0.02% | −663−2.9% | Reduced |
| Daymark Wealth Partners, LLC | 21,960 | $1.45M | 0.06% | +958+4.6% | Added |
| Level Four Advisory Services, LLC | 21,504 | $1.45M | 0.06% | −1,263−5.5% | Reduced |
| Apollon Wealth Management, LLC | 22,030 | $1.45M | 0.04% | +2,766+14.4% | Added |
| Ipswich Investment Management Co., Inc. | 22,117 | $1.46M | 0.34% | −390−1.7% | Reduced |
| Wesbanco Bank Inc | 22,137 | $1.46M | 0.05% | −417−1.8% | Reduced |
| Portland Global Advisors LLC | 22,265 | $1.47M | 0.18% | −2,015−8.3% | Reduced |
| Excalibur Management Corp | 22,408 | $1.48M | 0.56% | −234−1.0% | Reduced |
| Clearstead Advisors, LLC | 22,465 | $1.48M | 0.02% | −268−1.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,468 | $1.48M | 0.04% | +416+1.9% | Added |
| HSBC Holdings PLC | 22,483 | $1.48M | 0.00% | −19,737−46.7% | Reduced |
| Lido Advisors, LLC | 22,686 | $1.50M | 0.01% | +2,157+10.5% | Added |
| Shufro Rose & Co LLC | 20,850 | $1.50M | 0.12% | 00.0% | Unchanged |
| SCP Investment, LP | 22,900 | $1.51M | 1.10% | −5,900−20.5% | Reduced |
| Bollard Group LLC | 22,994 | $1.52M | 0.04% | +14,296+164.4% | Added |
| Lowe Brockenbrough & Co Inc | 23,081 | $1.52M | 0.10% | +298+1.3% | Added |
| Financial Counselors Inc | 23,088 | $1.52M | 0.02% | +363+1.6% | Added |
| Mesirow Financial Investment Management, Inc. | 23,177 | $1.53M | 0.03% | −98−0.4% | Reduced |
| Sendero Wealth Management, LLC | 23,220 | $1.53M | 0.24% | +1,915+9.0% | Added |
| Sanibel Captiva Trust Company, Inc. | 23,251 | $1.53M | 0.05% | +1,321+6.0% | Added |
| King Luther Capital Management Corp | 23,397 | $1.54M | 0.01% | −435−1.8% | Reduced |
| Hartree Partners, LP | 23,500 | $1.55M | 0.45% | +3,340+16.6% | Added |
| Altman Advisors, Inc. | 23,544 | $1.55M | 0.69% | +349+1.5% | Added |
| Checchi Capital Advisers, LLC | 23,793 | $1.57M | 0.12% | +335+1.4% | Added |
| 44 Wealth Management LLC | 23,680 | $1.58M | 0.55% | +23,680 | New |
| Strategic Wealth Partners, Ltd. | 23,903 | $1.58M | 0.15% | −2,390−9.1% | Reduced |
| Highland Capital Management, LLC | 24,104 | $1.59M | 0.09% | −560−2.3% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.60M | 0.26% | −1,500−5.8% | Reduced |
| HighPoint Advisor Group LLC | 24,242 | $1.60M | 0.09% | −948−3.8% | Reduced |
| Vise Technologies, Inc. | 24,416 | $1.61M | 0.20% | +1,710+7.5% | Added |
| Howe & Rusling Inc | 24,479 | $1.61M | 0.14% | +7,345+42.9% | Added |
| Chilton Capital Management LLC | 24,484 | $1.61M | 0.07% | +1,081+4.6% | Added |
| PFG Investments, LLC | 25,001 | $1.65M | 0.11% | −1,722−6.4% | Reduced |
| TD Private Client Wealth LLC | 25,039 | $1.65M | 0.05% | −5,732−18.6% | Reduced |
| Valeo Financial Advisors, LLC | 25,123 | $1.66M | 0.05% | −2,505−9.1% | Reduced |
| Iams Wealth Management, LLC | 25,183 | $1.66M | 0.82% | +647+2.6% | Added |
| apricus wealth, LLC | 25,210 | $1.66M | 1.10% | +1,640+7.0% | Added |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.66M | 0.38% | +1,600+6.8% | Added |
| Tandem Capital Management Corp | 25,442 | $1.68M | 0.88% | −1,800−6.6% | Reduced |
| HF Advisory Group, LLC | 25,532 | $1.68M | 0.78% | +1,993+8.5% | Added |
| Wellington Shields Capital Management, LLC | 25,625 | $1.69M | 0.29% | −2,200−7.9% | Reduced |
| Allworth Financial LP | 25,688 | $1.69M | 0.01% | +315+1.2% | Added |
| Johnson Investment Counsel Inc | 26,130 | $1.72M | 0.02% | +2,370+10.0% | Added |
| Great Lakes Retirement, Inc. | 26,191 | $1.73M | 0.22% | +806+3.2% | Added |
| Trustmark National Bank Trust Department | 26,342 | $1.74M | 0.13% | +660+2.6% | Added |
| Game Creek Capital, LP | 26,500 | $1.75M | 0.94% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 26,562 | $1.75M | 0.11% | −2,139−7.5% | Reduced |
| Prosperity Consulting Group, LLC | 26,771 | $1.77M | 0.14% | −2,254−7.8% | Reduced |
| Leavell Investment Management, Inc. | 26,922 | $1.78M | 0.09% | −388−1.4% | Reduced |
| Haverford Trust Co | 27,144 | $1.79M | 0.02% | −171−0.6% | Reduced |
| Central Trust Co | 27,199 | $1.79M | 0.04% | +1,785+7.0% | Added |
| Waters Parkerson & Co., LLC | 27,296 | $1.80M | 0.09% | −100−0.4% | Reduced |
| Avidian Wealth Solutions, LLC | 27,318 | $1.80M | 0.08% | −103−0.4% | Reduced |
| Sentinel Trust Co Lba | 27,520 | $1.81M | 0.21% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 27,532 | $1.82M | 0.03% | −25,174−47.8% | Reduced |
| Portside Wealth Group, LLC | 27,680 | $1.83M | 0.31% | −1,847−6.3% | Reduced |
| Regatta Capital Group, LLC | 27,752 | $1.83M | 0.36% | +521+1.9% | Added |
| Park National Corp | 27,840 | $1.84M | 0.06% | −1,103−3.8% | Reduced |
| Foster & Motley Inc | 28,353 | $1.87M | 0.12% | −846−2.9% | Reduced |
| Stolper Co | 28,362 | $1.87M | 0.61% | −258−0.9% | Reduced |
| Kestra Private Wealth Services, LLC | 28,381 | $1.87M | 0.03% | −13,510−32.3% | Reduced |
| Montag A & Associates Inc | 28,568 | $1.88M | 0.09% | −1,413−4.7% | Reduced |
| United Capital Financial Advisers, LLC | 28,769 | $1.90M | 0.02% | +680+2.4% | Added |
| Roberts Wealth Advisors, LLC | 27,841 | $1.90M | 0.61% | +341+1.2% | Added |
| Greenleaf Trust | 28,946 | $1.91M | 0.02% | +10,484+56.8% | Added |
| Lester Murray Antman dba SimplyRich | 28,994 | $1.91M | 0.53% | +2,093+7.8% | Added |
| Caas Capital Management LP | 29,000 | $1.91M | 1.30% | +2,000+7.4% | Added |
| Stratos Wealth Partners, LTD. | 29,140 | $1.92M | 0.03% | +7,025+31.8% | Added |
| Brooks, Moore & Associates, Inc. | 29,219 | $1.93M | 1.14% | +101+0.3% | Added |
| Concurrent Investment Advisors, LLC | 29,732 | $1.96M | 0.06% | +3,503+13.4% | Added |
| Burney Co | 29,833 | $1.97M | 0.07% | −172−0.6% | Reduced |
| CAPROCK Group, Inc. | 30,072 | $1.98M | 0.07% | +1,012+3.5% | Added |
| Jackson Square Capital, LLC | 30,123 | $1.99M | 0.49% | −41,710−58.1% | Reduced |
| SeaCrest Wealth Management, LLC | 30,154 | $1.99M | 0.21% | −2,143−6.6% | Reduced |
| State Street Corp | 30,462 | $2.01M | 0.00% | −422−1.4% | Reduced |
| Insigneo Advisory Services, LLC | 30,542 | $2.01M | 0.20% | +7,237+31.1% | Added |
| Perigon Wealth Management, LLC | 30,643 | $2.02M | 0.05% | −758−2.4% | Reduced |
| Harbour Investment Management LLC | 30,715 | $2.03M | 0.90% | +200+0.7% | Added |
| Simmons Bank | 31,122 | $2.05M | 0.15% | −109−0.3% | Reduced |
| Madison Asset Management, LLC | 31,160 | $2.06M | 0.02% | −2,170−6.5% | Reduced |
| Octavia Wealth Advisors, LLC | 31,451 | $2.07M | 0.26% | −3,168−9.2% | Reduced |
| Forum Financial Management, LP | 31,888 | $2.10M | 0.03% | +305+1.0% | Added |
| Royal Fund Management, LLC | 31,844 | $2.11M | 0.15% | +12,832+67.5% | Added |
| Altshuler Shaham Ltd | 32,000 | $2.11M | 0.13% | 00.0% | Unchanged |
| GFS Advisors, LLC | 32,085 | $2.12M | 0.45% | +31,509+5,470.3% | Added |
| ARS Wealth Advisors Group, LLC | 32,295 | $2.13M | 0.26% | −52−0.2% | Reduced |
| SpiderRock Advisors, LLC | 32,494 | $2.14M | 0.05% | +13,127+67.8% | Added |
| Crocodile Capital Partners GmbH | 32,546 | $2.15M | 3.03% | −15,000−31.5% | Reduced |
| Sterling Capital Management LLC | 32,843 | $2.17M | 0.03% | +32,843 | New |
| Private Advisor Group, LLC | 32,867 | $2.17M | 0.01% | −2,530−7.1% | Reduced |
| Sierra Capital LLC | 32,890 | $2.17M | 0.26% | −2,168−6.2% | Reduced |
| Seven Eight Capital, LP | 32,914 | $2.17M | 0.19% | +25,069+319.6% | Added |
| Spears Abacus Advisors LLC | 33,019 | $2.18M | 0.04% | +310+0.9% | Added |
| Lockheed Martin Investment Management Co | 33,330 | $2.20M | 0.10% | −2,370−6.6% | Reduced |
| BBR Partners, LLC | 33,457 | $2.21M | 0.17% | 00.0% | Unchanged |
| Ieq Capital, LLC | 33,468 | $2.21M | 0.03% | +125+0.4% | Added |
| Coppell Advisory Solutions LLC | 33,555 | $2.22M | 0.33% | +2,446+7.9% | Added |
| Earnest Partners LLC | 33,739 | $2.23M | 0.01% | +151+0.4% | Added |
| Ronald Blue Trust, Inc. | 31,015 | $2.24M | 0.03% | +11,428+58.3% | Added |