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 |
|---|---|---|---|---|---|
| Westend Capital Management, LLC | 1,866 | $123.1K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 1,891 | $124.7K | 0.03% | +15+0.8% | Added |
| Princeton Global Asset Management LLC | 1,914 | $126.2K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,939 | $127.9K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,950 | $128.6K | 0.03% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,973 | $130.0K | 0.10% | −2,664−57.5% | Reduced |
| AdvisorNet Financial, Inc | 1,984 | $130.8K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $135.6K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $136.8K | 0.04% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,107 | $139.0K | 0.01% | +199+10.4% | Added |
| Flaharty Asset Management, LLC | 2,223 | $146.6K | 0.02% | +2,223 | New |
| Oarsman Capital, Inc. | 2,236 | $147.5K | 0.03% | +2,236 | New |
| Highline Wealth Partners LLC | 2,238 | $147.6K | 0.05% | +43+2.0% | Added |
| PFG Private Wealth Management, LLC | 2,400 | $158.3K | 0.09% | −33−1.4% | Reduced |
| McIlrath & Eck, LLC | 2,440 | $160.9K | 0.02% | −315−11.4% | Reduced |
| ORG Wealth Partners, LLC | 2,445 | $161.2K | 0.05% | +2,445 | New |
| BOK Financial Private Wealth, Inc. | 2,454 | $161.9K | 0.01% | +1,176+92.0% | Added |
| FinTrust Capital Advisors, LLC | 2,495 | $164.5K | 0.03% | +1,294+107.7% | Added |
| First PREMIER Bank | 2,500 | $165.0K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 2,565 | $169.2K | 0.07% | +2,565 | New |
| Salem Investment Counselors Inc | 2,566 | $169.2K | 0.01% | +52+2.1% | Added |
| Riverview Trust Co | 2,629 | $173.4K | 0.15% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,725 | $179.7K | 0.05% | −44−1.6% | Reduced |
| Oakworth Capital, Inc. | 2,878 | $189.8K | 0.01% | +1,200+71.5% | Added |
| Ameliora Wealth Management Ltd. | 3,000 | $197.8K | 0.08% | 00.0% | Unchanged |
| Spirit of America Management Corp | 3,000 | $197.8K | 0.04% | +1,000+50.0% | Added |
| Grove Bank & Trust | 3,019 | $199.1K | 0.03% | −270−8.2% | Reduced |
| JFS Wealth Advisors, LLC | 3,035 | $200.2K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 3,041 | $200.6K | 0.03% | +14+0.5% | Added |
| Riversedge Advisors, LLC | 3,043 | $200.7K | 0.05% | +55+1.8% | Added |
| Gladstone Institutional Advisory LLC | 3,049 | $201.1K | 0.01% | +9+0.3% | Added |
| Zega Financial, LLC | 3,050 | $201.2K | 0.07% | +10+0.3% | Added |
| Builder Investment Group Inc | 3,056 | $201.5K | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 3,066 | $202.2K | 0.00% | +3,066 | New |
| Diametric Capital, LP | 3,069 | $202.4K | 0.10% | +3,069 | New |
| Vista Wealth Management Group, LLC | 3,069 | $202.4K | 0.01% | +3,069 | New |
| Elgethun Capital Management | 3,083 | $203.3K | 0.05% | −100−3.1% | Reduced |
| Washington Trust Advisors, Inc. | 3,087 | $203.6K | 0.02% | +59+1.9% | Added |
| Montecito Bank & Trust | 3,095 | $204.1K | 0.03% | +260+9.2% | Added |
| Warther Private Wealth, LLC | 3,099 | $204.4K | 0.07% | 00.0% | Unchanged |
| Clifford Capital Partners LLC | 3,119 | $205.7K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,124 | $206.0K | 0.01% | +3,124 | New |
| Stonebridge Capital Advisors LLC | 3,129 | $206.4K | 0.02% | +214+7.3% | Added |
| Diversify Wealth Management, LLC | 3,117 | $207.4K | 0.02% | −493−13.7% | Reduced |
| First Citizens Bank & Trust Co | 3,146 | $207.5K | 0.00% | +3,146 | New |
| FMB Wealth Management | 3,148 | $207.6K | 0.12% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,150 | $207.7K | 0.09% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,156 | $208.0K | 0.08% | −255−7.5% | Reduced |
| Roman Butler Fullerton & Co | 3,161 | $208.9K | 0.06% | −333−9.5% | Reduced |
| NBW Capital LLC | 3,174 | $209.3K | 0.04% | +3,174 | New |
| Counterweight Ventures, LLC | 3,175 | $209.4K | 0.15% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,176 | $209.5K | 0.03% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 3,190 | $210.4K | 0.01% | +60+1.9% | Added |
| Atlas Capital Advisors LLC | 3,192 | $210.5K | 0.03% | −1,864−36.9% | Reduced |
| Clear Creek Financial Management, LLC | 3,194 | $210.6K | 0.02% | +3,194 | New |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $210.8K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,200 | $211.0K | 0.05% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,202 | $211.2K | 0.02% | −94,989−96.7% | Reduced |
| Nations Financial Group Inc, | 3,209 | $211.7K | 0.02% | +247+8.3% | Added |
| City Holding Co | 3,210 | $211.7K | 0.03% | −120−3.6% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $212.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,230 | $213.0K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 3,231 | $213.1K | 0.01% | −139−4.1% | Reduced |
| Ascension Capital Advisors, Inc. | 3,242 | $213.8K | 0.10% | +3,242 | New |
| Tanglewood Legacy Advisors, LLC | 3,248 | $214.2K | 0.10% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 3,250 | $214.3K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,251 | $214.4K | 0.01% | −13−0.4% | Reduced |
| Triune Financial Partners, LLC | 3,258 | $214.9K | 0.07% | +32+1.0% | Added |
| Western Wealth Management, LLC | 3,274 | $215.9K | 0.01% | −190−5.5% | Reduced |
| Acadian Asset Management LLC | 3,277 | $216.0K | 0.00% | −34,967−91.4% | Reduced |
| Clarus Group, Inc. | 3,279 | $216.3K | 0.09% | +9+0.3% | Added |
| We Are One Seven, LLC | 3,281 | $216.4K | 0.01% | −1,281−28.1% | Reduced |
| Fiduciary Group LLC | 3,286 | $216.7K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Group | 3,311 | $218.4K | 0.02% | +3,311 | New |
| Barclays PLC | 3,312 | $218.4K | 0.00% | −1,650−33.3% | Reduced |
| SFMG, LLC | 3,318 | $218.8K | 0.02% | +50+1.5% | Added |
| Tevis Investment Management | 3,329 | $219.5K | 0.16% | −368−10.0% | Reduced |
| StoneX Group Inc. | 3,360 | $221.6K | 0.02% | +3,360 | New |
| Riverbridge Partners LLC | 3,365 | $221.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,392 | $223.7K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,399 | $224.2K | 0.07% | +20+0.6% | Added |
| Welch Group, LLC | 3,407 | $224.7K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,416 | $225.3K | 0.03% | +210+6.6% | Added |
| Choate Investment Advisors | 3,424 | $225.8K | 0.01% | −3,577−51.1% | Reduced |
| Cooper Financial Group | 3,429 | $226.2K | 0.03% | −8−0.2% | Reduced |
| Zions Bancorporation, N.A. | 3,443 | $227.1K | 0.02% | −161−4.5% | Reduced |
| Doliver Advisors, LP | 3,452 | $227.7K | 0.06% | +55+1.6% | Added |
| Barlow Wealth Partners, Inc. | 3,272 | $229.8K | 0.03% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,495 | $230.0K | 0.03% | +566+19.3% | Added |
| Oxbow Advisors, LLC | 3,490 | $230.2K | 0.02% | −8,550−71.0% | Reduced |
| Jump Financial, LLC | 3,500 | $230.8K | 0.00% | +3,500 | New |
| Badgley Phelps Wealth Managers, LLC | 3,518 | $232.0K | 0.01% | +331+10.4% | Added |
| United Community Bank | 3,520 | $232.1K | 0.09% | +470+15.4% | Added |
| Weinberger Asset Management, Inc | 3,521 | $232.2K | 0.10% | 00.0% | Unchanged |
| Tufton Capital Management | 3,545 | $233.8K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,545 | $233.8K | 0.02% | −2−0.1% | Reduced |
| Werba Rubin Papier Wealth Management | 3,567 | $235.2K | 0.06% | +139+4.1% | Added |
| Trinity Legacy Partners, LLC | 3,442 | $235.4K | 0.06% | −114−3.2% | Reduced |
| Roundview Capital LLC | 3,583 | $236.3K | 0.02% | +445+14.2% | Added |
| Johnson Financial Group, Inc. | 3,594 | $237.0K | 0.01% | +83+2.4% | Added |