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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 1,031,201 | $68.0M | 0.04% | −667,046−39.3% | Reduced |
| Brandywine Global Investment Management, LLC | 1,030,648 | $70.5M | 0.47% | +2,020+0.2% | Added |
| Marshall Wace, LLP | 1,143,235 | $75.4M | 0.10% | +991,089+651.4% | Added |
| Alyeska Investment Group, L.P. | 1,198,341 | $79.0M | 0.40% | +369,506+44.6% | Added |
| Todd Asset Management LLC | 1,200,096 | $79.1M | 1.84% | −7,305−0.6% | Reduced |
| Voloridge Investment Management, LLC | 1,281,119 | $84.5M | 0.31% | −434,562−25.3% | Reduced |
| Natixis Advisors, L.P. | 1,301,731 | $85.8M | 0.17% | −195,365−13.0% | Reduced |
| Silvercrest Asset Management Group LLC | 1,344,117 | $88.6M | 0.60% | −34,244−2.5% | Reduced |
| UBS Group AG | 1,362,413 | $89.9M | 0.03% | −40,971−2.9% | Reduced |
| Van Eck Associates Corp | 1,363,109 | $90.7M | 0.11% | −27,379−2.0% | Reduced |
| JPMorgan Chase & Co | 1,376,027 | $90.7M | 0.01% | −109,684−7.4% | Reduced |
| Mackenzie Financial Corp | 1,379,081 | $91.0M | 0.13% | −68,298−4.7% | Reduced |
| Alliancebernstein L.P. | 1,381,259 | $91.1M | 0.03% | −20,545−1.5% | Reduced |
| Brandes Investment Partners, LP | 1,460,277 | $96.3M | 1.08% | +12,828+0.9% | Added |
| Balyasny Asset Management LLC | 1,516,711 | $100.0M | 0.26% | +372,055+32.5% | Added |
| Merewether Investment Management, LP | 1,544,764 | $101.9M | 4.70% | +449,000+41.0% | Added |
| Mondrian Investment Partners LTD | 1,674,056 | $110.4M | 1.67% | −33,801−2.0% | Reduced |
| Stifel Financial Corp | 1,791,618 | $118.2M | 0.12% | −55,054−3.0% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,814,369 | $119.7M | 0.37% | −26,321−1.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $122.5M | 0.11% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,071,301 | $136.6M | 0.31% | +935,648+82.4% | Added |
| Empyrean Capital Partners, LP | 2,100,000 | $138.5M | 7.60% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 2,136,311 | $140.9M | 0.05% | −112,055−5.0% | Reduced |
| Nuveen Asset Management, LLC | 2,275,159 | $150.0M | 0.04% | −137,416−5.7% | Reduced |
| Wells Fargo & Company | 2,410,272 | $159.0M | 0.04% | −134,684−5.3% | Reduced |
| Amundi | 2,481,060 | $169.4M | 0.06% | +87,101+3.6% | Added |
| Northern Trust Corp | 2,582,225 | $170.3M | 0.03% | −152,306−5.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,893,604 | $190.8M | 0.61% | −168,057−5.5% | Reduced |
| Westwood Global Investments, LLC | 3,012,743 | $198.7M | 9.02% | +466,220+18.3% | Added |
| Jennison Associates LLC | 3,014,199 | $198.8M | 0.12% | +1,967,672+188.0% | Added |
| Rockefeller Capital Management L.P. | 3,125,284 | $206.1M | 0.55% | +46,293+1.5% | Added |
| Harding Loevner LP | 3,434,768 | $226.6M | 1.31% | +243,984+7.6% | Added |
| Pzena Investment Management LLC | 3,699,517 | $244.0M | 0.79% | +7,317+0.2% | Added |
| Holocene Advisors, LP | 3,773,617 | $248.9M | 1.01% | +866,954+29.8% | Added |
| Royal Bank of Canada | 3,923,302 | $258.7M | 0.06% | +125,816+3.3% | Added |
| Goldman Sachs Group Inc | 4,449,817 | $293.5M | 0.06% | +54,417+1.2% | Added |
| Millennium Management LLC | 4,941,725 | $325.9M | 0.28% | +868,493+21.3% | Added |
| D. E. Shaw & Co., Inc. | 5,007,005 | $330.2M | 0.43% | +855,017+20.6% | Added |
| Mawer Investment Management Ltd. | 5,282,868 | $348.4M | 1.59% | +422,329+8.7% | Added |
| Point72 Asset Management, L.P. | 5,474,461 | $361.0M | 1.26% | +3,614,885+194.4% | Added |
| 40 North Management LLC | 5,480,000 | $361.4M | 18.50% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,972,945 | $408.4M | 0.11% | +55,637+0.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,910,194 | $455.7M | 1.52% | −139,757−2.0% | Reduced |
| Price T Rowe Associates Inc | 7,084,623 | $467.2M | 0.05% | +495,554+7.5% | Added |
| BlackRock, Inc. | 7,212,428 | $475.7M | 0.01% | +7,212,428 | New |
| Wellington Management Group LLP | 7,744,112 | $510.7M | 0.09% | −390,678−4.8% | Reduced |
| Bank of America Corp | 9,002,733 | $593.7M | 0.05% | −534,186−5.6% | Reduced |
| Orbis Allan Gray Ltd | 9,822,965 | $647.8M | 3.43% | −656,133−6.3% | Reduced |
| Morgan Stanley | 11,435,065 | $754.1M | 0.05% | +295,877+2.7% | Added |
| Eagle Capital Management LLC | 15,124,881 | $997.5M | 3.71% | −15,996−0.1% | Reduced |
| Dimensional Fund Advisors LP | 22,921,954 | $1.51B | 0.37% | +199,637+0.9% | Added |
| Fisher Asset Management, LLC | 24,530,647 | $1.62B | 0.66% | +507,311+2.1% | Added |
| FMR LLC | 65,298,943 | $4.31B | 0.26% | +3,255,347+5.2% | Added |
| McClarren Financial Advisors, Inc. | 65 | – | – | −79−54.9% | Reduced |
| Skye Global Management LP | 0 | $0 | 0.00% | −1,217,652−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −787,212−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −359,351−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −248,424−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −207,000−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −137,757−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −137,074−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −104,131−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −206,293−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −88,604−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −84,966−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −60,400−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −52,677−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −48,400−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −27,759−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −25,826−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −23,856−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,255−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −19,463−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,979−100.0% | Sold out |
| WNY Asset Management, LLC | 0 | $0 | 0.00% | −16,533−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −13,828−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −12,433−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −11,061−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −10,470−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −9,089−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −8,255−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −7,788−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −7,115−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −6,181−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,947−100.0% | Sold out |
| Systrade AG | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Gagnon Securities LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −3,973−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −3,924−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,862−100.0% | Sold out |
| Holderness Investments Co | 0 | $0 | 0.00% | −3,795−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,757−100.0% | Sold out |
| Hudson Valley Investment Advisors Inc | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Smart Money Group LLC | 0 | $0 | 0.00% | −3,303−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −3,340−100.0% | Sold out |