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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 3,605 | $237.8K | 0.04% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,607 | $237.9K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,611 | $238.1K | 0.04% | +368+11.3% | Added |
| Pekin Hardy Strauss, Inc. | 3,613 | $238.3K | 0.03% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 3,620 | $238.7K | 0.02% | −402−10.0% | Reduced |
| Goodman Financial Corp | 3,626 | $239.1K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,632 | $239.5K | 0.02% | +407+12.6% | Added |
| North Point Portfolio Managers Corp | 3,633 | $239.6K | 0.04% | +3,633 | New |
| Buckingham Strategic Partners | 3,634 | $239.7K | 0.01% | +666+22.4% | Added |
| Horan Securities, Inc. | 3,637 | $239.8K | 0.09% | −73−2.0% | Reduced |
| HCR Wealth Advisors | 3,651 | $240.8K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,706 | $244.4K | 0.06% | −43−1.1% | Reduced |
| Chapin Davis, Inc. | 3,719 | $245.3K | 0.08% | +3+0.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,719 | $245.3K | 0.01% | +2,536+214.4% | Added |
| Successful Portfolios LLC | 3,721 | $245.4K | 0.17% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 3,722 | $245.5K | 0.02% | −58,839−94.1% | Reduced |
| Breakwater Capital Group | 3,738 | $246.5K | 0.05% | +557+17.5% | Added |
| Woodward Diversified Capital, LLC | 3,740 | $246.7K | 0.16% | +18+0.5% | Added |
| NorthCrest Asset Manangement, LLC | 3,741 | $246.7K | 0.01% | +225+6.4% | Added |
| Boston Trust Walden Corp | 3,748 | $247.2K | 0.00% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 3,750 | $247.3K | 0.01% | −712−16.0% | Reduced |
| Moody National Bank Trust Division | 3,796 | $250.3K | 0.03% | −1,856−32.8% | Reduced |
| Saturna Capital CORP | 3,800 | $250.6K | 0.00% | −1,049−21.6% | Reduced |
| Old Port Advisors | 3,824 | $252.2K | 0.07% | +393+11.5% | Added |
| Clark Capital Management Group, Inc. | 3,827 | $252.4K | 0.00% | +400+11.7% | Added |
| Confluence Wealth Services, Inc. | 3,838 | $253.1K | 0.02% | −41−1.1% | Reduced |
| Marcum Wealth, LLC | 3,859 | $254.5K | 0.02% | −234−5.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,861 | $254.6K | 0.01% | +7+0.2% | Added |
| Arete Wealth Advisors, LLC | 3,890 | $256.0K | 0.02% | −9,952−71.9% | Reduced |
| Financial Management Professionals, Inc. | 3,884 | $256.0K | 0.03% | +80+2.1% | Added |
| Phillips Wealth Planners LLC | 3,844 | $256.2K | 0.25% | −125−3.1% | Reduced |
| Beacon Financial Advisory LLC | 3,891 | $256.6K | 0.09% | −39−1.0% | Reduced |
| Credit Agricole S A | 3,900 | $257.2K | 0.00% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 3,901 | $257.3K | 0.14% | +1,000+34.5% | Added |
| Blue Chip Partners, Inc. | 3,905 | $257.5K | 0.02% | +13+0.3% | Added |
| NWF Advisory Services Inc. | 3,914 | $258.1K | 0.04% | +108+2.8% | Added |
| Palisade Asset Management, LLC | 3,921 | $258.6K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $259.0K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 3,932 | $259.3K | 0.05% | +3,932 | New |
| Mechanics Bank Trust Department | 3,949 | $260.4K | 0.03% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,910 | $260.6K | 0.06% | +10.0% | Added |
| Legacy Capital Group California, Inc. | 3,953 | $260.7K | 0.09% | +3,953 | New |
| Aprio Wealth Management, LLC | 3,965 | $261.5K | 0.04% | +489+14.1% | Added |
| Uhlmann Price Securities, LLC | 3,969 | $261.8K | 0.21% | +3,969 | New |
| Family Management Corp | 3,979 | $262.4K | 0.04% | −65,653−94.3% | Reduced |
| PFG Advisors | 3,980 | $262.5K | 0.02% | −283−6.6% | Reduced |
| SevenBridge Financial Group, LLC | 3,929 | $262.6K | 0.05% | −43−1.1% | Reduced |
| BLB&B Advisors, LLC | 3,994 | $263.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,999 | $263.7K | 0.05% | +44+1.1% | Added |
| Strategic Advisors LLC | 4,000 | $263.8K | 0.05% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 4,012 | $264.6K | 0.03% | +139+3.6% | Added |
| Coastal Bridge Advisors, LLC | 4,013 | $264.6K | 0.07% | −34−0.8% | Reduced |
| Eads & Heald Wealth Management | 4,039 | $266.0K | 0.13% | −210−4.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,039 | $266.4K | 0.02% | +813+25.2% | Added |
| Argent Advisors, Inc. | 4,059 | $267.7K | 0.10% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,057 | $268.2K | 0.02% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,089 | $269.7K | 0.10% | −182−4.3% | Reduced |
| Evolution Wealth Advisors, LLC | 4,124 | $272.0K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,134 | $272.7K | 0.05% | +8+0.2% | Added |
| Foundations Investment Advisors, LLC | 4,142 | $273.2K | 0.01% | +641+18.3% | Added |
| Cetera Trust Company, N.A | 4,150 | $273.7K | 0.17% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,153 | $273.9K | 0.01% | +63+1.5% | Added |
| PEAK6 Investments LLC | 4,158 | $274.2K | 0.01% | +4,158 | New |
| J. W. Coons Advisors, LLC | 4,165 | $274.7K | 0.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $274.9K | 0.20% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,171 | $275.1K | 0.02% | +85+2.1% | Added |
| Patten & Patten Inc | 4,183 | $275.9K | 0.02% | −2,000−32.3% | Reduced |
| Everstar Asset Management, LLC | 4,193 | $276.5K | 0.19% | +4,193 | New |
| Braun-Bostich & Associates Inc. | 4,205 | $277.3K | 0.19% | −27−0.6% | Reduced |
| RDA Financial Network | 4,213 | $277.9K | 0.09% | +20.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,222 | $278.4K | 0.02% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | −25−0.6% | Reduced |
| AMG National Trust Bank | 4,231 | $279.0K | 0.01% | −2,171−33.9% | Reduced |
| Smith, Moore & Co. | 4,237 | $279.5K | 0.03% | +20.0% | Added |
| ICONIQ Capital, LLC | 4,252 | $280.4K | 0.01% | +4,252 | New |
| Stokes Family Office, LLC | 4,260 | $280.9K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 4,262 | $281.1K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,265 | $281.3K | 0.03% | −293−6.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,294 | $283.2K | 0.16% | +10.0% | Added |
| Sabal Trust CO | 4,298 | $283.5K | 0.02% | +4,298 | New |
| Shulman DeMeo Asset Management LLC | 4,303 | $283.8K | 0.07% | −104−2.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,311 | $284.3K | 0.00% | −3,465−44.6% | Reduced |
| Ballew Advisors, Inc | 4,176 | $284.9K | 0.19% | +5+0.1% | Added |
| Leonteq Securities AG | 4,320 | $284.9K | 0.03% | +320+8.0% | Added |
| Diversify Advisory Services, LLC | 4,266 | $285.8K | 0.02% | −302−6.6% | Reduced |
| TBH Global Asset Management, LLC | 4,356 | $287.3K | 0.06% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,358 | $287.4K | 0.09% | +1,012+30.2% | Added |
| Washington Trust Co | 4,360 | $287.5K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,361 | $287.6K | 0.08% | +51+1.2% | Added |
| Indie Asset Partners, LLC | 4,365 | $287.9K | 0.22% | 00.0% | Unchanged |
| Macquarie Group Ltd | 4,373 | $288.0K | 0.00% | −257,296−98.3% | Reduced |
| Good Life Advisors, LLC | 4,368 | $288.1K | 0.02% | +463+11.9% | Added |
| Advisors Preferred, LLC | 4,332 | $289.7K | 0.04% | +393+10.0% | Added |
| Hardy Reed LLC | 4,397 | $290.0K | 0.03% | −1,504−25.5% | Reduced |
| St Germain D J Co Inc | 4,408 | $290.7K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,436 | $292.0K | 0.01% | +2,401+118.0% | Added |
| Texas Capital Bancshares Inc | 4,432 | $292.3K | 0.12% | −5−0.1% | Reduced |
| Keudell/Morrison Wealth Management | 4,434 | $292.4K | 0.08% | −379−7.9% | Reduced |
| Ancora Advisors, LLC | 4,436 | $292.6K | 0.01% | +1,302+41.5% | Added |
| Lafayette Investments, Inc. | 4,452 | $293.6K | 0.06% | 00.0% | Unchanged |