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 |
|---|---|---|---|---|---|
| Turim 21 Investimentos Ltda. | 345 | $22.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 365 | $24.1K | 0.01% | +3+0.8% | Added |
| Wiser Advisor Group LLC | 368 | $24.2K | 0.04% | +3+0.8% | Added |
| CVA Family Office, LLC | 377 | $24.9K | 0.00% | −656−63.5% | Reduced |
| Provenance Wealth Advisors, LLC | 390 | $25.7K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 394 | $26.0K | 0.00% | −321−44.9% | Reduced |
| Clear Street Markets LLC | 400 | $26.0K | 0.02% | −600−60.0% | Reduced |
| Y.D. More Investments Ltd | 400 | $26.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 402 | $26.5K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $28.2K | 0.04% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 438 | $28.9K | 0.00% | −94−17.7% | Reduced |
| CoreFirst Bank & Trust | 439 | $29.0K | 0.02% | +439 | New |
| REAP Financial Group, LLC | 439 | $29.0K | 0.01% | +183+71.5% | Added |
| Continuum Advisory, LLC | 449 | $29.5K | 0.00% | −181−28.7% | Reduced |
| Fairscale Capital, LLC | 450 | $29.7K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 450 | $29.7K | 0.01% | +450 | New |
| Concord Wealth Partners | 464 | $30.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 470 | $31.0K | 0.01% | +10+2.2% | Added |
| McMahon Financial Advisors, LLC | 485 | $32.0K | 0.01% | +414+583.1% | Added |
| Fortis Group Advisors, LLC | 492 | $32.4K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 495 | $32.6K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 503 | $33.2K | 0.00% | +503 | Added |
| Tortoise Investment Management, LLC | 505 | $33.3K | 0.00% | +1+0.2% | Added |
| Pflug Koory, LLC | 517 | $34.1K | 0.02% | +517 | New |
| Skopos Labs, Inc. | 533 | $35.2K | 0.01% | +533 | New |
| ORG Partners LLC | 534 | $35.2K | 0.01% | −2,445−82.1% | Reduced |
| JNBA Financial Advisors | 547 | $36.1K | 0.00% | +79+16.9% | Added |
| TD Capital Management LLC | 550 | $36.3K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 557 | $36.7K | 0.00% | +4+0.7% | Added |
| GHP Investment Advisors, Inc. | 563 | $37.1K | 0.00% | +163+40.8% | Added |
| Red Tortoise LLC | 603 | $39.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 621 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 627 | $41.4K | 0.02% | +533+567.0% | Added |
| LRI Investments, LLC | 651 | $42.8K | 0.00% | +18+2.8% | Added |
| Resources Management Corp | 671 | $44.0K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 689 | $45.4K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 701 | $46.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 712 | $47.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 737 | $48.6K | 0.02% | +205+38.5% | Added |
| Caldwell Sutter Capital, Inc. | 739 | $48.7K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 739 | $48.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $48.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $49.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 764 | $50.0K | 0.02% | −600−44.0% | Reduced |
| Founders Capital Management | 770 | $50.8K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 775 | $51.1K | 0.01% | +215+38.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 780 | $51.4K | 0.00% | +106+15.7% | Added |
| SOA Wealth Advisors, LLC. | 815 | $53.8K | 0.01% | 00.0% | Unchanged |
| City State Bank | 817 | $53.9K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 815 | $54.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 846 | $55.8K | 0.01% | −34−3.9% | Reduced |
| Colonial Trust Advisors | 858 | $56.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 889 | $58.6K | 0.01% | −2,936−76.8% | Reduced |
| Harbor Investment Advisory, LLC | 893 | $58.9K | 0.01% | −500−35.9% | Reduced |
| Key Financial Inc | 902 | $59.5K | 0.01% | +1+0.1% | Added |
| Versant Capital Management, Inc | 908 | $59.9K | 0.01% | +908 | New |
| Financial Network Wealth Advisors LLC | 919 | $60.6K | 0.05% | −156−14.5% | Reduced |
| WR Wealth Planners, LLC | 953 | $62.9K | 0.02% | −19−2.0% | Reduced |
| Itau Unibanco Holding S.A. | 966 | $63.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 981 | $64.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 996 | $65.0K | 0.03% | −9−0.9% | Reduced |
| Legacy Bridge, LLC | 1,000 | $66.0K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,008 | $66.0K | 0.02% | −250−19.9% | Reduced |
| Barrett & Company, Inc. | 1,026 | $67.7K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,063 | $70.0K | 0.04% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,087 | $71.7K | 0.01% | −73−6.3% | Reduced |
| American National Bank | 1,100 | $72.5K | 0.01% | −107−8.9% | Reduced |
| Paradigm Asset Management Co LLC | 1,118 | $73.7K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,144 | $75.4K | 0.02% | −45−3.8% | Reduced |
| Sachetta, LLC | 1,150 | $75.8K | 0.03% | +1,150 | New |
| Rise Advisors, LLC | 1,160 | $76.5K | 0.04% | +12+1.0% | Added |
| Archer Investment Corp | 1,172 | $77.3K | 0.02% | +307+35.5% | Added |
| Avion Wealth | 1,249 | $82.0K | 0.02% | −739−37.2% | Reduced |
| Union Savings Bank | 1,249 | $82.4K | 0.04% | −180−12.6% | Reduced |
| First Command Advisory Services, Inc. | 1,283 | $84.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $85.7K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,347 | $88.8K | 0.02% | 00.0% | Unchanged |
| FIL Ltd | 1,351 | $89.1K | 0.00% | +169+14.3% | Added |
| Colonial Trust Co | 1,373 | $90.5K | 0.01% | −45−3.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,389 | $91.6K | 0.03% | −34−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,429 | $94.2K | 0.01% | −1−0.1% | Reduced |
| West Branch Capital LLC | 1,446 | $95.4K | 0.03% | +146+11.2% | Added |
| Carmichael Hill & Associates, Inc. | 1,455 | $96.0K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 1,461 | $96.4K | 0.01% | +22+1.5% | Added |
| Chesapeake Asset Management LLC | 1,505 | $99.3K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,511 | $99.7K | 0.04% | −2−0.1% | Reduced |
| Indiana Trust & Investment Management CO | 1,521 | $100.3K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,575 | $103.9K | 0.01% | +40+2.6% | Added |
| Winthrop Capital Management, LLC | 1,616 | $107.0K | 0.05% | +1,616 | New |
| Hollencrest Capital Management | 1,685 | $111.1K | 0.00% | +104+6.6% | Added |
| Laurel Wealth Advisors LLC | 1,704 | $112.4K | 0.02% | +228+15.4% | Added |
| Centaurus Financial, Inc. | 1,721 | $113.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,728 | $114.0K | 0.02% | +2+0.1% | Added |
| CoreCap Advisors, LLC | 1,754 | $115.7K | 0.01% | +1,754 | New |
| Pinnacle Bancorp, Inc. | 1,825 | $120.4K | 0.03% | +113+6.6% | Added |
| SG Americas Securities, LLC | 1,834 | $121.0K | 0.00% | +1,834 | New |
| Alaska Permanent Fund Corp | 1,835 | $121.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,848 | $121.9K | 0.03% | +2+0.1% | Added |