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 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 64,510 | $4.25M | 0.04% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 65,186 | $4.30M | 0.08% | +37,832+138.3% | Added |
| Altrafin AG | 65,391 | $4.31M | 1.55% | +15,484+31.0% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.36M | 0.35% | −4,000−5.7% | Reduced |
| First Trust Advisors LP | 66,205 | $4.37M | 0.00% | +3,440+5.5% | Added |
| Veriti Management LLC | 66,386 | $4.38M | 0.23% | −837−1.2% | Reduced |
| Azimuth Capital Investment Management LLC | 66,475 | $4.38M | 0.17% | −1,470−2.2% | Reduced |
| Blair William & Co | 66,644 | $4.40M | 0.01% | −1,027−1.5% | Reduced |
| Fiduciary Trust Co | 66,760 | $4.40M | 0.06% | +7,466+12.6% | Added |
| Great Valley Advisor Group, Inc. | 67,225 | $4.43M | 0.11% | +14,854+28.4% | Added |
| Bard Financial Services, Inc. | 67,275 | $4.44M | 0.52% | −3,375−4.8% | Reduced |
| Peapack Gladstone Financial Corp | 67,647 | $4.46M | 0.06% | +1,152+1.7% | Added |
| Advocate Group LLC | 67,920 | $4.48M | 0.81% | +1,354+2.0% | Added |
| Hiddenite Capital Partners LP | 68,500 | $4.52M | 4.65% | 00.0% | Unchanged |
| Meritage Portfolio Management | 68,954 | $4.55M | 0.28% | +20,212+41.5% | Added |
| Royce & Associates LP | 70,000 | $4.62M | 0.04% | 00.0% | Unchanged |
| Interval Partners, LP | 70,976 | $4.68M | 0.13% | −13,955−16.4% | Reduced |
| Segall Bryant & Hamill, LLC | 71,194 | $4.70M | 0.06% | +71,194 | New |
| Hedges Asset Management LLC | 72,350 | $4.77M | 3.16% | +2,500+3.6% | Added |
| Quantinno Capital Management LP | 73,709 | $4.86M | 0.06% | +3,184+4.5% | Added |
| Lazard Asset Management LLC | 76,050 | $5.01M | 0.01% | −249−0.3% | Reduced |
| GYL Financial Synergies, LLC | 77,937 | $5.14M | 0.39% | +2,746+3.7% | Added |
| Virtu Financial LLC | 78,148 | $5.15M | 0.28% | +78,148 | New |
| Eldred Rock Partners, LLC | 78,315 | $5.16M | 1.73% | +42,704+119.9% | Added |
| RSM US Wealth Management LLC | 77,608 | $5.19M | 0.08% | +1,289+1.7% | Added |
| tru Independence LLC | 79,063 | $5.21M | 1.53% | −911−1.1% | Reduced |
| Hennessy Advisors Inc | 80,900 | $5.34M | 0.17% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 352,649 | $5.35M | 0.02% | +347,314+6,510.1% | Added |
| Simplex Trading, LLC | 82,055 | $5.41M | 0.18% | +71,912+709.0% | Added |
| Naviter Wealth, LLC | 82,503 | $5.44M | 0.76% | +501+0.6% | Added |
| Cary Street Partner Investment Advisory LLC | 83,924 | $5.53M | 0.20% | −4,366−4.9% | Reduced |
| Trexquant Investment LP | 84,059 | $5.54M | 0.07% | +9,532+12.8% | Added |
| Ritholtz Wealth Management | 84,224 | $5.55M | 0.17% | +9,585+12.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 85,253 | $5.62M | 0.20% | −5,646−6.2% | Reduced |
| GWM Advisors LLC | 85,370 | $5.63M | 0.04% | +3,388+4.1% | Added |
| Banco Santander, S.A. | 85,375 | $5.63M | 0.07% | −672−0.8% | Reduced |
| Brown Brothers Harriman & Co | 85,626 | $5.65M | 0.04% | +1,333+1.6% | Added |
| Jane Street Group, LLC | 85,938 | $5.67M | 0.01% | −47,209−35.5% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $5.67M | 2.90% | 00.0% | Unchanged |
| Nikko Asset Management Americas, Inc. | 86,070 | $5.68M | 0.06% | −13,058−13.2% | Reduced |
| South State Corp. | 86,445 | $5.70M | 0.39% | +769+0.9% | Added |
| Bulltick Wealth Management, LLC | 86,535 | $5.71M | 1.42% | +4,950+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 89,596 | $5.91M | 0.00% | −13,213−12.9% | Reduced |
| Clearbridge Investments, LLC | 90,501 | $5.97M | 0.00% | +259+0.3% | Added |
| Claret Asset Management Corp | 92,153 | $6.08M | 1.00% | −2,131−2.3% | Reduced |
| Colony Group, LLC | 92,705 | $6.11M | 0.02% | −96,449−51.0% | Reduced |
| Keybank National Association | 92,840 | $6.12M | 0.02% | −3,382−3.5% | Reduced |
| Heritage Investors Management Corp | 95,178 | $6.28M | 0.21% | −1,194−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 96,044 | $6.33M | 0.02% | −20,600−17.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 97,247 | $6.41M | 1.04% | +61,983+175.8% | Added |
| New England Asset Management Inc | 98,540 | $6.50M | 1.01% | +950+1.0% | Added |
| Renaissance Group LLC | 99,157 | $6.54M | 0.27% | −2,285−2.3% | Reduced |
| JBF Capital, Inc. | 101,000 | $6.62M | 0.99% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 100,830 | $6.65M | 0.33% | −23,445−18.9% | Reduced |
| Thornburg Investment Management Inc | 103,921 | $6.85M | 0.09% | +12,773+14.0% | Added |
| Squarepoint Ops LLC | 104,713 | $6.91M | 0.02% | +104,713 | New |
| Synovus Financial Corp | 105,674 | $6.97M | 0.08% | +20,241+23.7% | Added |
| Augustine Asset Management Inc | 106,152 | $7.00M | 2.45% | +363+0.3% | Added |
| Eastover Investment Advisors LLC | 106,752 | $7.04M | 3.30% | +532+0.5% | Added |
| Leuthold Group, LLC | 107,860 | $7.11M | 0.79% | −4,778−4.2% | Reduced |
| Foresight Global Investors, Inc. | 108,194 | $7.14M | 3.87% | +87,800+430.5% | Added |
| Regency Capital Management Inc. | 108,423 | $7.15M | 3.93% | −771−0.7% | Reduced |
| Neville Rodie & Shaw Inc | 108,425 | $7.15M | 0.53% | −17,875−14.2% | Reduced |
| JustInvest LLC | 109,572 | $7.23M | 0.12% | +4,935+4.7% | Added |
| Cutler Capital Management, LLC | 109,932 | $7.25M | 2.56% | +1,071+1.0% | Added |
| TownSquare Capital, LLC | 110,615 | $7.30M | 0.09% | −715−0.6% | Reduced |
| SIR Capital Management, L.P. | 116,601 | $7.69M | 0.75% | +27,401+30.7% | Added |
| Sandy Spring Bank | 116,677 | $7.69M | 0.32% | +4,217+3.7% | Added |
| Fifth Third Bancorp | 117,680 | $7.76M | 0.03% | +13,757+13.2% | Added |
| Davidson Kempner Capital Management LP | 118,243 | $7.80M | 0.17% | −87,090−42.4% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $7.80M | 1.86% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 119,400 | $7.87M | 0.02% | −3,853−3.1% | Reduced |
| Federated Hermes, Inc. | 122,724 | $8.09M | 0.02% | −6,751−5.2% | Reduced |
| Adell Harriman & Carpenter Inc | 125,202 | $8.26M | 0.60% | +5,015+4.2% | Added |
| Edge Capital Group, LLC | 125,773 | $8.29M | 0.37% | +1,231+1.0% | Added |
| MML Investors Services, LLC | 126,821 | $8.36M | 0.03% | +1,794+1.4% | Added |
| Janney Capital Management LLC | 127,814 | $8.43M | 0.57% | −1,806−1.4% | Reduced |
| Pinnacle Associates Ltd | 132,582 | $8.72M | 0.15% | +25,635+24.0% | Added |
| Bragg Financial Advisors, Inc | 132,343 | $8.73M | 0.36% | −860−0.6% | Reduced |
| National Bank of Canada | 132,404 | $8.73M | 0.01% | −22,869−14.7% | Reduced |
| Bridgewater Associates, LP | 133,194 | $8.78M | 0.05% | +133,194 | New |
| Prospera Financial Services Inc | 135,206 | $8.92M | 0.23% | +16,258+13.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 136,011 | $8.97M | 0.02% | +6,586+5.1% | Added |
| Avantax Advisory Services, Inc. | 140,226 | $9.25M | 0.06% | −4,885−3.4% | Reduced |
| Woodstock Corp | 141,083 | $9.30M | 0.90% | +1,631+1.2% | Added |
| Captrust Financial Advisors | 141,101 | $9.31M | 0.03% | −1,847−1.3% | Reduced |
| Janney Montgomery Scott LLC | 141,114 | $9.31M | 0.03% | −3,298−2.3% | Reduced |
| Pinnacle Financial Partners Inc | 143,679 | $9.48M | 0.19% | +481+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 143,835 | $9.49M | 0.03% | +587+0.4% | Added |
| Sit Investment Associates Inc | 144,245 | $9.51M | 0.21% | −600−0.4% | Reduced |
| TD Waterhouse Canada Inc. | 149,840 | $10.0M | 0.08% | +23,058+18.2% | Added |
| Sanctuary Advisors, LLC | 151,868 | $10.0M | 0.06% | +8,499+5.9% | Added |
| Manning & Napier Advisors LLC | 152,495 | $10.1M | 0.11% | −34,442−18.4% | Reduced |
| Aquatic Capital Management LLC | 152,558 | $10.1M | 0.26% | +82,658+118.3% | Added |
| LMCG Investments, LLC | 154,337 | $10.2M | 0.61% | −2,673−1.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 157,789 | $10.4M | 0.90% | +3,288+2.1% | Added |
| Cohen Klingenstein LLC | 158,098 | $10.4M | 0.36% | −16,280−9.3% | Reduced |
| Stamos Capital Partners, L.P. | 167,680 | $11.1M | 2.60% | +6,670+4.1% | Added |
| Cetera Investment Advisers | 169,172 | $11.2M | 0.02% | −2,837−1.6% | Reduced |
| Stephens Inc | 169,488 | $11.2M | 0.16% | +5,800+3.5% | Added |