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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 34,276 | $2.26M | 0.02% | +29,019+552.0% | Added |
| Advisory Services Network, LLC | 31,732 | $2.29M | 0.05% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 34,850 | $2.30M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 34,944 | $2.31M | 0.24% | +34,944 | New |
| Headlands Technologies LLC | 34,953 | $2.31M | 0.27% | +34,953 | New |
| First Hawaiian Bank | 35,179 | $2.32M | 0.07% | −942−2.6% | Reduced |
| NewEdge Wealth, LLC | 35,299 | $2.33M | 0.04% | +3,969+12.7% | Added |
| Compagnie Lombard Odier SCmA | 35,715 | $2.36M | 0.04% | +24,454+217.2% | Added |
| Mill Capital Management, LLC | 35,823 | $2.36M | 0.18% | 00.0% | Unchanged |
| DRW Securities, LLC | 35,850 | $2.36M | 0.13% | −3,150−8.1% | Reduced |
| Lakeview Capital Partners, LLC | 35,856 | $2.36M | 0.38% | +756+2.2% | Added |
| Bleakley Financial Group, LLC | 35,964 | $2.37M | 0.07% | −58,192−61.8% | Reduced |
| HB Wealth Management, LLC | 36,124 | $2.38M | 0.03% | −3,788−9.5% | Reduced |
| Schechter Investment Advisors, LLC | 36,455 | $2.40M | 0.18% | +170.0% | Added |
| Continental Advisors LLC | 36,520 | $2.41M | 1.78% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 36,579 | $2.41M | 0.44% | +975+2.7% | Added |
| Beacon Pointe Advisors, LLC | 36,656 | $2.42M | 0.03% | −869−2.3% | Reduced |
| Nelson Capital Management, LLC | 36,724 | $2.42M | 0.41% | +489+1.3% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.43M | 0.06% | −32,000−46.5% | Reduced |
| Two Sigma Securities, LLC | 37,206 | $2.45M | 0.19% | +24,906+202.5% | Added |
| Yousif Capital Management, LLC | 37,254 | $2.46M | 0.03% | −14,325−27.8% | Reduced |
| Rhumbline Advisers | 37,312 | $2.46M | 0.00% | +2,205+6.3% | Added |
| Atria Wealth Solutions, Inc. | 37,439 | $2.47M | 0.03% | −1,170−3.0% | Reduced |
| Snowden Capital Advisors LLC | 37,529 | $2.48M | 0.07% | −4,266−10.2% | Reduced |
| Frank, Rimerman Advisors LLC | 37,978 | $2.50M | 0.18% | −7,140−15.8% | Reduced |
| XTX Topco Ltd | 38,076 | $2.51M | 0.18% | +38,076 | New |
| Horan Capital Advisors, LLC. | 38,128 | $2.51M | 0.84% | −582−1.5% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.54M | 0.47% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 38,690 | $2.55M | 0.05% | +38,690 | New |
| Quadrant Capital Group LLC | 38,834 | $2.56M | 0.18% | +1,906+5.2% | Added |
| Kanawha Capital Management LLC | 38,889 | $2.56M | 0.19% | −3,074−7.3% | Reduced |
| CIBC Asset Management Inc | 38,894 | $2.57M | 0.01% | +132+0.3% | Added |
| Rathbone Brothers plc | 39,478 | $2.58M | 0.01% | −2,913−6.9% | Reduced |
| Advisors Management Group Inc | 39,194 | $2.58M | 0.61% | −265−0.7% | Reduced |
| Commerce Bank | 39,221 | $2.59M | 0.02% | −1,145−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 39,256 | $2.59M | 0.04% | −122−0.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 39,331 | $2.59M | 0.19% | +28,271+255.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 40,085 | $2.63M | 0.05% | +18,756+87.9% | Added |
| Scotia Capital Inc. | 40,453 | $2.67M | 0.01% | −149,125−78.7% | Reduced |
| Integrated Wealth Concepts LLC | 40,854 | $2.69M | 0.03% | −709−1.7% | Reduced |
| Pale Fire Capital SE | 40,925 | $2.70M | 0.42% | −2,171,078−98.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,869 | $2.76M | 0.03% | +3,315+8.6% | Added |
| Chicago Trust Co NA | 42,374 | $2.79M | 0.48% | +1,156+2.8% | Added |
| Advisors Asset Management, Inc. | 42,469 | $2.80M | 0.05% | −521−1.2% | Reduced |
| Wambolt & Associates, LLC | 42,164 | $2.82M | 0.77% | +3,577+9.3% | Added |
| Glass Wealth Management Co LLC | 42,818 | $2.82M | 1.56% | −185−0.4% | Reduced |
| CSS LLC | 43,019 | $2.84M | 0.17% | −18,000−29.5% | Reduced |
| Brown Advisory Inc | 43,890 | $2.89M | 0.00% | −6,392−12.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 44,050 | $2.91M | 0.32% | −400−0.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 44,931 | $2.96M | 0.01% | −7,773−14.7% | Reduced |
| Sequoia Financial Advisors, LLC | 45,025 | $2.97M | 0.03% | +9,094+25.3% | Added |
| Cary Street Partners Asset Management LLC | 45,102 | $2.97M | 0.39% | −4,397−8.9% | Reduced |
| Pitcairn Co | 45,198 | $2.98M | 0.18% | +4,424+10.9% | Added |
| JCIC Asset Management Inc. | 45,522 | $3.00M | 1.23% | +230+0.5% | Added |
| Regions Financial Corp | 46,416 | $3.06M | 0.02% | +3,685+8.6% | Added |
| Moors & Cabot, Inc. | 46,957 | $3.10M | 0.15% | +70.0% | Added |
| Reik & Co., LLC | 47,445 | $3.13M | 0.74% | −1,608−3.3% | Reduced |
| Park Avenue Securities LLC | 47,538 | $3.13M | 0.04% | −7,877−14.2% | Reduced |
| Asio Capital, LLC | 47,879 | $3.16M | 0.60% | +1,435+3.1% | Added |
| Wetherby Asset Management Inc | 48,171 | $3.18M | 0.15% | −907−1.8% | Reduced |
| Mitchell Capital Management Co | 48,212 | $3.18M | 0.56% | −314−0.6% | Reduced |
| Columbia Asset Management | 48,687 | $3.21M | 0.57% | −1,595−3.2% | Reduced |
| Assetmark, Inc | 49,580 | $3.27M | 0.01% | −20,445−29.2% | Reduced |
| Susquehanna International Securities, Ltd. | 49,636 | $3.27M | 1.09% | +35,500+251.1% | Added |
| Americana Partners, LLC | 49,756 | $3.28M | 0.22% | +1,237+2.5% | Added |
| Vident Advisory, LLC | 50,297 | $3.32M | 0.08% | +10,391+26.0% | Added |
| Inspire Trust Co, N.A. | 52,439 | $3.46M | 0.95% | +11,105+26.9% | Added |
| Weatherly Asset Management L. P. | 52,591 | $3.47M | 0.30% | −884−1.7% | Reduced |
| CWM, LLC | 52,914 | $3.49M | 0.02% | +4,660+9.7% | Added |
| Bridge Creek Capital Management LLC | 53,318 | $3.52M | 1.06% | −535−1.0% | Reduced |
| Richard P Slaughter Associates Inc | 54,800 | $3.61M | 0.84% | +392+0.7% | Added |
| Cardinal Capital Management | 55,362 | $3.65M | 0.57% | +418+0.8% | Added |
| Concentric Wealth Management, LLC | 55,991 | $3.69M | 0.90% | −180−0.3% | Reduced |
| Signaturefd, LLC | 56,076 | $3.70M | 0.07% | +487+0.9% | Added |
| Pittenger & Anderson Inc | 56,135 | $3.70M | 0.14% | +7,240+14.8% | Added |
| Deutsche Bank AG | 56,513 | $3.73M | 0.00% | −197−0.3% | Reduced |
| Oppenheimer & Co Inc | 56,560 | $3.73M | 0.06% | −3,446−5.7% | Reduced |
| Aviso Financial Inc. | 56,608 | $3.73M | 0.19% | +4,153+7.9% | Added |
| Kestra Advisory Services, LLC | 56,782 | $3.74M | 0.02% | −10,589−15.7% | Reduced |
| Wolverine Trading, LLC | 56,768 | $3.75M | 0.10% | −28,008−33.0% | Reduced |
| Deltec Asset Management LLC | 57,204 | $3.77M | 0.74% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 57,401 | $3.79M | 0.11% | +57,401 | New |
| Jones Financial Companies LLLP | 57,431 | $3.80M | 0.00% | +28,544+98.8% | Added |
| Yarbrough Capital, LLC | 57,590 | $3.80M | 0.15% | 00.0% | Unchanged |
| Dodge & Cox | 57,613 | $3.80M | 0.00% | −100−0.2% | Reduced |
| Raymond James Trust N.A. | 57,918 | $3.82M | 0.08% | −3,006−4.9% | Reduced |
| Baker Avenue Asset Management, LP | 58,644 | $3.87M | 0.12% | +227+0.4% | Added |
| Gilman Hill Asset Management, LLC | 58,991 | $3.89M | 0.65% | +5,660+10.6% | Added |
| Exencial Wealth Advisors, LLC | 59,236 | $3.91M | 0.14% | +197+0.3% | Added |
| Atria Investments LLC | 60,425 | $3.99M | 0.05% | −13,026−17.7% | Reduced |
| Palogic Value Management, L.P. | 60,482 | $3.99M | 1.59% | −2,155−3.4% | Reduced |
| Fort Sheridan Advisors LLC | 60,633 | $4.00M | 0.61% | +1,060+1.8% | Added |
| Griffin Asset Management, Inc. | 61,197 | $4.04M | 0.45% | −4,625−7.0% | Reduced |
| Beddow Capital Management Inc | 61,916 | $4.08M | 1.67% | +855+1.4% | Added |
| Brinker Capital Investments, LLC | 63,004 | $4.16M | 0.04% | +4,074+6.9% | Added |
| Orion Portfolio Solutions, LLC | 63,004 | $4.16M | 0.04% | +4,074+6.9% | Added |
| Bremer Bank National Association | 63,136 | $4.16M | 0.79% | −674−1.1% | Reduced |
| Huntington National Bank | 64,154 | $4.23M | 0.03% | +1,614+2.6% | Added |
| Brookmont Capital Management | 64,360 | $4.24M | 2.18% | −2,155−3.2% | Reduced |
| YHB Investment Advisors, Inc. | 64,385 | $4.25M | 0.35% | +1,341+2.1% | Added |