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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.

Institutional holdersQ3 2024: 1,354 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ3 2024: $23.8B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2024.

Institutions holding SHEL in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Mitchell McLeod Pugh & Williams Inc0$00.00%−3,331−100.0%Sold out
Clarity Financial LLC0$00.00%−3,303−100.0%Sold out
Avantax Planning Partners, Inc.0$00.00%−3,208−100.0%Sold out
Cadinha & Co LLC0$00.00%−3,205−100.0%Sold out
Retirement Investment Advisors, Inc.0$00.00%−3,130−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−3,108−100.0%Sold out
RFP Financial Group LLC0$00.00%−3,108−100.0%Sold out
Trust Co of Virginia0$00.00%−3,099−100.0%Sold out
Redwood Investments, LLC0$00.00%−3,096−100.0%Sold out
Cassaday & Co Wealth Management LLC0$00.00%−3,078−100.0%Sold out
Birchcreek Wealth Management, LLC0$00.00%−3,052−100.0%Sold out
Addison Capital Co0$00.00%−3,023−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−3,016−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−3,015−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,001−100.0%Sold out
Bank of Nova Scotia0$00.00%−3,000−100.0%Sold out
Wedgewood Investors Inc0$00.00%−3,000−100.0%Sold out
Cascade Investment Advisors, Inc.0$00.00%−3,000−100.0%Sold out
Teramo Advisors, LLC0$00.00%−3,000−100.0%Sold out
McDonald Partners LLC0$00.00%−2,987−100.0%Sold out
RPg Family Wealth Advisory, LLC0$00.00%−2,978−100.0%Sold out
Meridian Investment Counsel Inc.0$00.00%−2,977−100.0%Sold out
Choice Wealth Advisors, LLC0$00.00%−2,976−100.0%Sold out
Claro Advisors LLC0$00.00%−2,967−100.0%Sold out
Schaper Benz & Wise Investment Counsel Inc0$00.00%−2,965−100.0%Sold out
Stratos Wealth Advisors, LLC0$00.00%−2,960−100.0%Sold out
North Ridge Wealth Advisors, Inc.0$00.00%−2,952−100.0%Sold out
MKT Advisors LLC0$00.00%−2,900−100.0%Sold out
Cedar Brook Financial Partners, LLC0$00.00%−2,884−100.0%Sold out
Stonebridge Capital Management Inc0$00.00%−2,876−100.0%Sold out
Avenue 1 Advisors, LLC0$00.00%−2,873−100.0%Sold out
Folger Nolan Fleming Douglas Capital Management, Inc0$00.00%−2,854−100.0%Sold out
Family Firm, Inc.0$00.00%−2,843−100.0%Sold out
Interchange Capital Partners, LLC0$00.00%−2,843−100.0%Sold out
Northwest Bancshares, Inc.0$00.00%−2,821−100.0%Sold out
BCJ Capital Management, LLC0$00.00%−2,821−100.0%Sold out
CMG Global Holdings, LLC0$00.00%−2,818−100.0%Sold out
David Loasby0$00.00%−2,760−100.0%Sold out
Petra Financial Advisors Inc0$00.00%−2,772−100.0%Sold out
Appleton Partners Inc0$00.00%−2,772−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−1,684−100.0%Sold out
Timber Creek Capital Management LLC0$00.00%−1,300−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,281−100.0%Sold out
Redwood Wealth Management Group, LLC0$00.00%−837−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−718−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−478−100.0%Sold out
Abich Financial Wealth Management LLC0$00.00%−455−100.0%Sold out
Triad Wealth Partners, LLC0$00.00%−436−100.0%Sold out
Tyler-Stone Wealth Management0$00.00%−397−100.0%Sold out
Planning Capital Management Corp0$00.00%−352−100.0%Sold out
Register Financial Advisors LLC0$00.00%−321−100.0%Sold out
Cultivar Capital, Inc.0$00.00%−295−100.0%Sold out
Kelly Financial Services LLC0$00.00%−257−100.0%Sold out
Central Bank & Trust Co0$00.00%−230−100.0%Sold out
Front Row Advisors LLC0$00.00%−211−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−193−100.0%Sold out
Country Trust Bank0$00.00%−188−100.0%Sold out
Keener Financial Planning LLC0$00.00%−107−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−85−100.0%Sold out
Wetzel Investment Advisors, Inc.0$00.00%−66−100.0%Sold out
Thomas J. Herzfeld Advisors, Inc.0$00.00%−36−100.0%Sold out
EnRich Financial Partners LLC0$00.00%−33−100.0%Sold out
Slocum, Gordon & Co LLP0$00.00%−30−100.0%Sold out
Brown Financial Advisors0$00.00%−23−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−153,492−100.0%Sold out
BlackRock Inc.––––Not filed
McKinley Capital Management LLC /Delaware––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed
Karpas Strategies, LLC––––Not filed
Buckingham Strategic Wealth, LLC––––Not filed
Gratus Capital LLC––––Not filed
JJJ Advisors Inc.––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Custom Portfolio Group LLC––––Not filed
Institutional & Family Asset Management, LLC––––Not filed