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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 169,509 | $11.2M | 0.09% | −4,397−2.5% | Reduced |
| Allied Investment Advisors, LLC | 172,293 | $11.4M | 2.25% | +1,191+0.7% | Added |
| Country Club Bank | 172,560 | $11.4M | 0.76% | −3,115−1.8% | Reduced |
| FineMark National Bank & Trust | 176,852 | $11.7M | 0.41% | −3,402−1.9% | Reduced |
| Euro Pacific Asset Management, LLC | 179,259 | $11.9M | 2.20% | −2,919−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 184,919 | $12.2M | 0.00% | +18,725+11.3% | Added |
| Van Hulzen Asset Management, LLC | 185,777 | $12.3M | 0.89% | +160.0% | Added |
| Tocqueville Asset Management L.P. | 190,023 | $12.5M | 0.20% | −4,428−2.3% | Reduced |
| Glenmede Trust Co NA | 190,581 | $12.6M | 0.06% | −17,892−8.6% | Reduced |
| QRG Capital Management, Inc. | 195,537 | $12.9M | 0.14% | −1,387−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 196,222 | $12.9M | 0.03% | −9,769−4.7% | Reduced |
| Pathstone Holdings, LLC | 197,772 | $13.0M | 0.06% | −62,765−24.1% | Reduced |
| New Age Alpha Advisors, LLC | 198,300 | $13.1M | 8.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 200,245 | $13.2M | 0.05% | −11,941−5.6% | Reduced |
| Oppenheimer Asset Management Inc. | 201,902 | $13.3M | 0.16% | −21,151−9.5% | Reduced |
| Mercer Global Advisors Inc | 200,982 | $13.4M | 0.03% | −4,058−2.0% | Reduced |
| South Dakota Investment Council | 211,777 | $14.0M | 0.27% | 00.0% | Unchanged |
| Becker Capital Management Inc | 216,037 | $14.2M | 0.46% | +888+0.4% | Added |
| Evergreen Capital Management LLC | 216,938 | $14.3M | 0.48% | +4,515+2.1% | Added |
| M&T Bank Corp | 218,520 | $14.4M | 0.05% | −4,261−1.9% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.6M | 1.28% | 00.0% | Unchanged |
| Sapient Capital LLC | 224,513 | $14.8M | 0.30% | −363−0.2% | Reduced |
| Everett Harris & Co | 228,244 | $15.1M | 0.19% | +29,448+14.8% | Added |
| Toroso Investments, LLC | 230,027 | $15.2M | 0.17% | +167,502+267.9% | Added |
| Davenport & Co LLC | 234,282 | $15.5M | 0.09% | +10,036+4.5% | Added |
| O'Shaughnessy Asset Management, LLC | 228,016 | $15.6M | 0.14% | +41,009+21.9% | Added |
| Klingenstein Fields & Co LP | 239,046 | $15.8M | 0.63% | +993+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 245,595 | $16.2M | 0.01% | +10,961+4.7% | Added |
| Crossmark Global Holdings, Inc. | 245,769 | $16.2M | 0.29% | +76,333+45.1% | Added |
| Grandfield & Dodd, LLC | 254,275 | $16.8M | 0.99% | −377−0.1% | Reduced |
| Logan Capital Management Inc | 256,060 | $16.9M | 0.70% | −6,595−2.5% | Reduced |
| Nicola Wealth Management Ltd. | 260,000 | $17.1M | 1.36% | −60,000−18.8% | Reduced |
| Harvest Portfolios Group Inc. | 270,631 | $17.8M | 0.59% | +8,725+3.3% | Added |
| Willis Johnson & Associates, Inc. | 277,396 | $18.3M | 1.39% | +4,591+1.7% | Added |
| Mediolanum International Funds Ltd | 565,189 | $18.3M | 0.26% | +565,189 | New |
| Anchor Capital Advisors LLC | 279,466 | $18.4M | 0.49% | −3,306−1.2% | Reduced |
| Truist Financial Corp | 282,383 | $18.6M | 0.03% | −23,278−7.6% | Reduced |
| Citigroup Inc | 282,938 | $18.7M | 0.02% | −5,450−1.9% | Reduced |
| SEI Investments Co | 289,650 | $19.1M | 0.02% | −34,225−10.6% | Reduced |
| Wedge Capital Management L L P | 306,342 | $20.2M | 0.35% | −31,630−9.4% | Reduced |
| Creative Planning | 306,491 | $20.2M | 0.02% | +13,904+4.8% | Added |
| Guardian Capital LP | 307,786 | $20.3M | 0.74% | −1,736−0.6% | Reduced |
| Northwest & Ethical Investments L.P. | 322,691 | $21.3M | 0.56% | +72,663+29.1% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 329,007 | $21.7M | 1.48% | +870.0% | Added |
| Thomasville National Bank | 333,834 | $22.0M | 1.63% | +17,150+5.4% | Added |
| Cubist Systematic Strategies, LLC | 334,156 | $22.0M | 0.33% | +237,794+246.8% | Added |
| Causeway Capital Management LLC | 335,634 | $22.1M | 0.54% | −368,959−52.4% | Reduced |
| Willis Investment Counsel | 336,374 | $22.2M | 1.44% | +1,555+0.5% | Added |
| Mariner, LLC | 336,994 | $22.2M | 0.04% | +3,045+0.9% | Added |
| Stansberry Asset Management, LLC | 337,402 | $22.3M | 2.78% | +3,374+1.0% | Added |
| Hikari Power Ltd | 341,900 | $22.5M | 1.87% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 342,807 | $22.6M | 0.03% | +6,959+2.1% | Added |
| CIBC World Markets Inc. | 352,764 | $23.3M | 0.05% | −3,270−0.9% | Reduced |
| Cresset Asset Management, LLC | 367,098 | $24.2M | 0.09% | +8,306+2.3% | Added |
| US Bancorp | 377,939 | $24.9M | 0.03% | −33,434−8.1% | Reduced |
| Huber Capital Management LLC | 379,889 | $25.1M | 5.04% | +22,200+6.2% | Added |
| Cerity Partners LLC | 384,392 | $25.4M | 0.06% | +67,297+21.2% | Added |
| Gabelli Funds LLC | 394,200 | $26.0M | 0.19% | −19,900−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 396,501 | $26.1M | 0.06% | −49,070−11.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 400,000 | $26.4M | 0.05% | +215,000+116.2% | Added |
| First Eagle Investment Management, LLC | 420,469 | $27.7M | 0.06% | +8,560+2.1% | Added |
| TruWealth Advisors, LLC | 420,825 | $27.8M | 1.70% | −5,674−1.3% | Reduced |
| Ameriprise Financial Inc | 444,065 | $29.3M | 0.01% | −46,291−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 447,054 | $29.5M | 0.04% | +17,894+4.2% | Added |
| Cullen Capital Management LLC | 447,730 | $29.5M | 0.32% | −5,601−1.2% | Reduced |
| HighTower Advisors, LLC | 463,797 | $30.6M | 0.04% | +3,476+0.8% | Added |
| Kornitzer Capital Management Inc | 466,167 | $30.7M | 0.57% | −10,576−2.2% | Reduced |
| CI Private Wealth, LLC | 476,398 | $31.4M | 0.05% | −4,749−1.0% | Reduced |
| Senator Investment Group LP | 500,000 | $33.0M | 1.57% | −16,400−3.2% | Reduced |
| Foundry Partners, LLC | 502,088 | $33.1M | 1.64% | −3,435−0.7% | Reduced |
| Penn Davis McFarland Inc | 505,433 | $33.3M | 3.75% | −890.0% | Reduced |
| Great Lakes Advisors, LLC | 521,538 | $34.4M | 0.29% | −11,482−2.2% | Reduced |
| Bank of New York Mellon Corp | 522,608 | $34.5M | 0.01% | −9,068−1.7% | Reduced |
| Fayez Sarofim & Co | 570,647 | $37.6M | 0.10% | +128,031+28.9% | Added |
| Neuberger Berman Group LLC | 576,822 | $38.0M | 0.03% | +28,446+5.2% | Added |
| Qube Research & Technologies Ltd | 609,309 | $40.2M | 0.07% | +609,309 | New |
| Aventail Capital Group, LP | 617,925 | $40.8M | 2.40% | +617,925 | New |
| Two Sigma Advisers, LP | 654,900 | $43.2M | 0.10% | −49,700−7.1% | Reduced |
| Letko, Brosseau & Associates Inc | 663,577 | $43.8M | 0.79% | −208,120−23.9% | Reduced |
| Bank of Montreal | 682,145 | $45.1M | 0.02% | −613,244−47.3% | Reduced |
| Renaissance Technologies LLC | 685,986 | $45.2M | 0.07% | +631,786+1,165.7% | Added |
| Yaupon Capital Management LP | 693,641 | $45.7M | 3.07% | +181,601+35.5% | Added |
| 1832 Asset Management L.P. | 709,925 | $46.8M | 0.08% | +4,154+0.6% | Added |
| Douglas Lane & Associates, LLC | 714,542 | $47.1M | 0.65% | −92,161−11.4% | Reduced |
| Thrivent Financial for Lutherans | 714,990 | $47.2M | 0.09% | +3,136+0.4% | Added |
| Verition Fund Management LLC | 716,753 | $47.3M | 0.32% | +112,029+18.5% | Added |
| LPL Financial LLC | 728,784 | $48.1M | 0.02% | −15,107−2.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 736,170 | $48.5M | 0.42% | 00.0% | Unchanged |
| Capital Research Global Investors | 767,370 | $50.6M | 0.01% | −552−0.1% | Reduced |
| Russell Investments Group, Ltd. | 791,894 | $52.2M | 0.08% | −29,750−3.6% | Reduced |
| Invesco Ltd. | 809,639 | $53.4M | 0.01% | −1,003,953−55.4% | Reduced |
| Boston Partners | 813,491 | $53.7M | 0.06% | −4,813−0.6% | Reduced |
| American Century Companies Inc | 842,849 | $55.6M | 0.03% | +55,780+7.1% | Added |
| Jefferies Financial Group Inc. | 874,208 | $57.7M | 0.94% | +861,708+6,893.7% | Added |
| The PNC Financial Services Group, Inc. | 890,180 | $58.7M | 0.04% | +14,690+1.7% | Added |
| CIBC Private Wealth Group, LLC | 934,809 | $61.7M | 0.11% | +112,108+13.6% | Added |
| Citadel Advisors LLC | 938,206 | $61.9M | 0.06% | +927,323+8,520.8% | Added |
| Pacer Advisors, Inc. | 975,399 | $64.3M | 0.14% | +4,981+0.5% | Added |
| Energy Income Partners, LLC | 987,333 | $65.1M | 1.40% | +85,026+9.4% | Added |
| Equity Investment Corp | 1,012,644 | $66.8M | 1.55% | +50,290+5.2% | Added |