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 |
|---|---|---|---|---|---|
| Canopy Partners, LLC | 4,474 | $295.1K | 0.13% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,475 | $295.1K | 0.14% | −200−4.3% | Reduced |
| First Financial Corp | 4,499 | $296.7K | 0.14% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,507 | $297.2K | 0.14% | −168−3.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,380 | $298.8K | 0.02% | +230+5.5% | Added |
| Carret Asset Management, LLC | 4,536 | $299.1K | 0.03% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,537 | $299.2K | 0.02% | +420+10.2% | Added |
| Chatham Capital Group, Inc. | 4,550 | $300.1K | 0.05% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4,573 | $301.6K | 0.14% | 00.0% | Unchanged |
| First American Trust, FSB | 4,635 | $305.7K | 0.03% | −8−0.2% | Reduced |
| McAdam, LLC | 4,652 | $306.8K | 0.02% | 00.0% | Unchanged |
| Hara Capital LLC | 4,655 | $307.0K | 0.19% | −2,000−30.1% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $307.0K | 0.01% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 4,657 | $307.0K | 0.04% | −119,600−96.3% | Reduced |
| Brookstone Capital Management | 4,678 | $308.5K | 0.00% | −6,429−57.9% | Reduced |
| Traveka Wealth, LLC | 4,695 | $309.6K | 0.16% | +345+7.9% | Added |
| Eagle Harbor Asset Management Inc | 4,718 | $311.2K | 0.31% | −164−3.4% | Reduced |
| Journey Strategic Wealth LLC | 4,720 | $311.2K | 0.01% | +590+14.3% | Added |
| Avestar Capital, LLC | 4,738 | $312.5K | 0.03% | +10.0% | Added |
| Fifth Third Wealth Advisors LLC | 4,766 | $314.3K | 0.02% | +715+17.6% | Added |
| CFM Wealth Partners LLC | 4,769 | $314.5K | 0.05% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,784 | $315.5K | 0.21% | −105−2.1% | Reduced |
| Baxter Bros Inc | 4,785 | $315.6K | 0.04% | −1,210−20.2% | Reduced |
| Brave Asset Management Inc | 4,800 | $316.6K | 0.08% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,817 | $317.7K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,829 | $318.5K | 0.09% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,834 | $318.8K | 0.18% | −5−0.1% | Reduced |
| Atlas Brown,Inc. | 4,842 | $319.3K | 0.11% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,865 | $320.9K | 0.03% | +1,408+40.7% | Added |
| Resonant Capital Advisors, LLC | 4,867 | $321.0K | 0.02% | −24−0.5% | Reduced |
| Isthmus Partners, LLC | 4,867 | $321.0K | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,878 | $321.7K | 0.09% | −36−0.7% | Reduced |
| Red Door Wealth Management, LLC | 4,884 | $322.1K | 0.05% | −50−1.0% | Reduced |
| Wealthstream Advisors, Inc. | 4,917 | $324.3K | 0.06% | −365−6.9% | Reduced |
| Brighton Jones LLC | 4,918 | $324.3K | 0.01% | −2,115−30.1% | Reduced |
| Balentine LLC | 4,919 | $324.4K | 0.01% | +3+0.1% | Added |
| Ti-Trust, Inc | 4,920 | $324.5K | 0.23% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,937 | $326.0K | 0.05% | −1,079−17.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $327.6K | 0.06% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,983 | $328.7K | 0.06% | +889+21.7% | Added |
| Lynx Investment Advisory | 4,991 | $329.2K | 0.24% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,000 | $329.8K | 0.01% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $329.8K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $329.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 5,000 | $329.8K | 0.19% | +300+6.4% | Added |
| Leo Wealth, LLC | 5,011 | $330.5K | 0.03% | −836−14.3% | Reduced |
| Chelsea Counsel Co | 5,012 | $330.5K | 0.16% | 00.0% | Unchanged |
| WPWealth LLP | 5,013 | $330.6K | 0.07% | +5,013 | New |
| PFS Partners, LLC | 5,013 | $330.6K | 0.19% | +45+0.9% | Added |
| Greenfield Savings Bank | 5,022 | $331.2K | 0.16% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,027 | $331.5K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,028 | $331.6K | 0.06% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,034 | $332.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,061 | $333.8K | 0.03% | +688+15.7% | Added |
| Vista Investment Partners LLC | 5,073 | $334.5K | 0.11% | +38+0.8% | Added |
| Procyon Private Wealth Partners, LLC | 5,074 | $334.7K | 0.02% | +159+3.2% | Added |
| Aveo Capital Partners, LLC | 5,080 | $335.0K | 0.04% | −88−1.7% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $336.3K | 0.16% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 5,025 | $336.7K | 0.02% | −2,352−31.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,205 | $343.3K | 0.00% | +48+0.9% | Added |
| Paragon Capital Management LLC | 5,231 | $345.0K | 0.18% | −63−1.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 5,243 | $345.8K | 0.05% | +1,078+25.9% | Added |
| Beaumont Financial Advisors, LLC | 5,248 | $346.1K | 0.03% | +5,248 | New |
| Geneos Wealth Management Inc. | 5,299 | $349.5K | 0.01% | +1,423+36.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,331 | $351.6K | 0.01% | −666−11.1% | Reduced |
| Cordatus Wealth Management LLC | 5,344 | $352.0K | 0.13% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 5,347 | $352.6K | 0.12% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,362 | $353.6K | 0.05% | −519−8.8% | Reduced |
| EverSource Wealth Advisors, LLC | 5,391 | $355.5K | 0.02% | −780−12.6% | Reduced |
| Parkside Financial Bank & Trust | 5,471 | $360.8K | 0.05% | −260−4.5% | Reduced |
| RHS Financial, LLC | 5,494 | $362.3K | 0.18% | +5,494 | New |
| Matthew Goff Investment Advisor, LLC | 5,508 | $363.3K | 0.07% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,518 | $363.9K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 5,519 | $364.0K | 0.01% | −8,465−60.5% | Reduced |
| AIMZ Investment Advisors, LLC | 5,575 | $367.7K | 0.13% | −100−1.8% | Reduced |
| Levin Capital Strategies, L.P. | 5,575 | $367.7K | 0.04% | −44−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 5,588 | $368.5K | 0.10% | +13+0.2% | Added |
| Pensionmark Financial Group, LLC | 5,594 | $368.9K | 0.01% | +1,512+37.0% | Added |
| Anchor Investment Management, LLC | 5,597 | $369.1K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,620 | $370.7K | 0.01% | +1,174+26.4% | Added |
| Capital Investment Advisory Services, LLC | 5,620 | $370.7K | 0.04% | −138−2.4% | Reduced |
| Kathmere Capital Management, LLC | 5,635 | $371.6K | 0.03% | +996+21.5% | Added |
| Atlantic Union Bankshares Corp | 5,637 | $371.8K | 0.02% | 00.0% | Unchanged |
| Insight 2811, Inc. | 5,666 | $373.7K | 0.19% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,680 | $374.6K | 0.07% | −420−6.9% | Reduced |
| WSFS Capital Management, LLC | 5,700 | $375.9K | 0.02% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,710 | $376.6K | 0.02% | +534+10.3% | Added |
| Rehmann Capital Advisory Group | 5,680 | $376.8K | 0.02% | −230−3.9% | Reduced |
| Sentry LLC | 5,760 | $379.9K | 0.07% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,762 | $380.0K | 0.05% | −276−4.6% | Reduced |
| Element Wealth, LLC | 5,771 | $380.6K | 0.20% | −19−0.3% | Reduced |
| KCM Investment Advisors LLC | 5,784 | $381.5K | 0.01% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 5,598 | $382.2K | 0.09% | +375+7.2% | Added |
| Keating Investment Counselors Inc | 5,800 | $382.5K | 0.11% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,850 | $385.8K | 0.25% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,863 | $386.7K | 0.14% | +117+2.0% | Added |
| Monticello Wealth Management, LLC | 5,873 | $387.3K | 0.03% | +46+0.8% | Added |
| Lawson Kroeker Investment Management Inc | 5,880 | $387.8K | 0.07% | −215−3.5% | Reduced |
| Steel Peak Wealth Management LLC | 5,898 | $389.0K | 0.02% | −520−8.1% | Reduced |
| Essex Savings Bank | 5,923 | $390.6K | 0.10% | +1,011+20.6% | Added |