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 |
|---|---|---|---|---|---|
| Independence Bank of Kentucky | 5,955 | $392.7K | 0.08% | +425+7.7% | Added |
| Fulton Bank, N.A. | 5,960 | $393.1K | 0.02% | −5,485−47.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,991 | $395.1K | 0.00% | +287+5.0% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $395.7K | 0.04% | 00.0% | Unchanged |
| Golden State Equity Partners | 6,002 | $395.8K | 0.06% | +2,621+77.5% | Added |
| Argonautica Private Wealth Management, Inc | 6,013 | $396.6K | 0.13% | +32+0.5% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 6,023 | $397.2K | 0.12% | −1,276−17.5% | Reduced |
| Seven Mile Advisory | 6,028 | $397.5K | 0.26% | +112+1.9% | Added |
| First Foundation Advisors | 6,033 | $397.9K | 0.01% | −836−12.2% | Reduced |
| Keel Point, LLC | 6,039 | $398.3K | 0.03% | +13+0.2% | Added |
| Berkeley Capital Partners, LLC | 6,044 | $398.6K | 0.11% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,050 | $399.3K | 0.12% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,056 | $399.4K | 0.01% | −2,252−27.1% | Reduced |
| Transform Wealth, LLC | 6,056 | $399.4K | 0.03% | −45−0.7% | Reduced |
| Modern Wealth Management, LLC | 6,082 | $401.1K | 0.02% | +6,082 | New |
| Modera Wealth Management, LLC | 6,123 | $403.8K | 0.01% | +482+8.5% | Added |
| Ledyard National Bank | 6,138 | $404.8K | 0.04% | +686+12.6% | Added |
| Summit X, LLC | 5,611 | $405.0K | 0.10% | −2,833−33.6% | Reduced |
| New Republic Capital, LLC | 6,156 | $406.0K | 0.23% | −881−12.5% | Reduced |
| Sittner & Nelson, LLC | 6,184 | $407.9K | 0.18% | +20.0% | Added |
| Fort Washington Investment Advisors Inc | 6,207 | $409.4K | 0.00% | −128−2.0% | Reduced |
| Advisors Capital Management, LLC | 6,265 | $413.0K | 0.01% | +141+2.3% | Added |
| Mattern Wealth Management LLC | 6,266 | $413.2K | 0.09% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 6,276 | $414.0K | 0.01% | −1,000−13.7% | Reduced |
| Argent Trust Co | 6,303 | $415.7K | 0.02% | −290−4.4% | Reduced |
| Ausdal Financial Partners, Inc. | 6,324 | $417.1K | 0.04% | −799−11.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,092 | $417.4K | 0.20% | +39+0.6% | Added |
| CFS Investment Advisory Services, LLC | 6,388 | $421.0K | 0.04% | +792+14.2% | Added |
| Larson Financial Group LLC | 6,386 | $421.1K | 0.02% | +6,270+5,405.2% | Added |
| Raab & Moskowitz Asset Management LLC | 6,387 | $421.2K | 0.11% | −298−4.5% | Reduced |
| Eight 31 Financial LLC | 6,388 | $421.3K | 0.32% | −90−1.4% | Reduced |
| Probity Advisors, Inc. | 6,409 | $422.7K | 0.08% | +226+3.7% | Added |
| Beaton Management Co. Inc. | 6,450 | $425.0K | 0.21% | 00.0% | Unchanged |
| Farmers Trust Co | 6,485 | $427.7K | 0.08% | +275+4.4% | Added |
| Founders Financial Alliance, LLC | 6,497 | $428.5K | 0.12% | −191−2.9% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $428.7K | 0.02% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 6,514 | $429.6K | 0.17% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,547 | $431.8K | 0.31% | +12+0.2% | Added |
| Cromwell Holdings LLC | 6,552 | $432.1K | 0.28% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,578 | $433.8K | 0.03% | +30+0.5% | Added |
| Sonora Investment Management Group, LLC | 6,627 | $437.0K | 0.03% | −48−0.7% | Reduced |
| Venture Visionary Partners LLC | 6,635 | $437.6K | 0.02% | −500−7.0% | Reduced |
| Aspen Grove Capital, LLC | 6,644 | $438.2K | 0.10% | +231+3.6% | Added |
| Headinvest, LLC | 6,652 | $438.7K | 0.08% | −120−1.8% | Reduced |
| Chicago Capital, LLC | 6,664 | $439.5K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,670 | $439.9K | 0.05% | −30.0% | Reduced |
| Ethic Inc. | 6,562 | $439.9K | 0.01% | +53+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 6,676 | $440.3K | 0.09% | −676−9.2% | Reduced |
| Gables Capital Management Inc. | 6,690 | $441.2K | 0.22% | −1,000−13.0% | Reduced |
| Financial Advisory Service, Inc. | 6,701 | $441.9K | 0.04% | +29+0.4% | Added |
| Westmount Partners, LLC | 6,711 | $442.6K | 0.13% | −172−2.5% | Reduced |
| Courier Capital LLC | 6,713 | $442.7K | 0.03% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,178 | $445.9K | 0.02% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,766 | $446.2K | 0.12% | +230+3.5% | Added |
| LaSalle St. Investment Advisors, LLC | 6,780 | $447.0K | 0.18% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,797 | $448.3K | 0.12% | −192−2.7% | Reduced |
| Aries Wealth Management | 6,811 | $449.2K | 0.12% | +175+2.6% | Added |
| Beacon Capital Management, LLC | 6,815 | $449.4K | 0.06% | +660+10.7% | Added |
| Peregrine Asset Advisers, Inc. | 6,819 | $449.7K | 0.16% | +1,125+19.8% | Added |
| Adviser Investments LLC | 6,821 | $449.8K | 0.01% | +10.0% | Added |
| Principle Wealth Partners LLC | 6,865 | $452.7K | 0.03% | +200+3.0% | Added |
| Community Bank of Raymore | 6,900 | $455.1K | 0.34% | −250−3.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,910 | $455.7K | 0.11% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 6,921 | $456.4K | 0.04% | −589−7.8% | Reduced |
| National Philanthropic Trust | 6,994 | $461.3K | 0.01% | −966−12.1% | Reduced |
| Westover Capital Advisors, LLC | 7,000 | $461.6K | 0.09% | 00.0% | Unchanged |
| GQG Partners LLC | 7,015 | $462.6K | 0.00% | −3,111,492−99.8% | Reduced |
| Janus Henderson Group PLC | 7,026 | $463.5K | 0.00% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,074 | $466.5K | 0.06% | 00.0% | Unchanged |
| Select Asset Management & Trust | 7,074 | $467.0K | 0.17% | 00.0% | Unchanged |
| Summitry LLC | 7,085 | $467.2K | 0.02% | +1,815+34.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,084 | $468.0K | 0.00% | +7,084 | New |
| Rothschild Investment LLC | 7,118 | $469.4K | 0.03% | +191+2.8% | Added |
| Parsons Capital Management Inc | 7,121 | $469.6K | 0.03% | −65−0.9% | Reduced |
| Greenwood Gearhart Inc | 7,173 | $473.1K | 0.04% | −264−3.5% | Reduced |
| Tucker Asset Management LLC | 7,188 | $474.0K | 0.11% | +1,021+16.6% | Added |
| RMB Capital Management, LLC | 7,209 | $475.4K | 0.01% | +37+0.5% | Added |
| AlTi Global, Inc. | 7,268 | $479.3K | 0.01% | +148+2.1% | Added |
| Capital Advisors Inc | 7,268 | $479.4K | 0.01% | +1,846+34.0% | Added |
| Encompass More Asset Management | 7,294 | $481.0K | 0.18% | +3,273+81.4% | Added |
| Equitable Holdings, Inc. | 7,295 | $481.1K | 0.00% | −6−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 7,297 | $481.2K | 0.08% | −4,538−38.3% | Reduced |
| West Oak Capital, LLC | 7,305 | $481.8K | 0.09% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 7,309 | $482.0K | 0.00% | −9,712−57.1% | Reduced |
| MONECO Advisors, LLC | 7,320 | $482.7K | 0.06% | +49+0.7% | Added |
| Cullinan Associates Inc | 7,200 | $483.6K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 7,356 | $485.1K | 0.02% | +3,187+76.4% | Added |
| Empower Advisory Group, LLC | 7,408 | $488.6K | 0.00% | −150−2.0% | Reduced |
| Plancorp, LLC | 7,483 | $493.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 7,508 | $495.1K | 0.01% | −2,436−24.5% | Reduced |
| Romano Brothers and Company | 7,534 | $496.9K | 0.06% | −250−3.2% | Reduced |
| Swiss Life Asset Management Ltd | 7,540 | $497.3K | 0.01% | −1,910−20.2% | Reduced |
| Pullen Investment Management, LLC | 7,565 | $498.9K | 0.36% | +70+0.9% | Added |
| Fox Run Management, L.L.C. | 7,569 | $499.2K | 0.11% | +7,569 | New |
| Aptus Capital Advisors, LLC | 7,606 | $501.6K | 0.01% | −216−2.8% | Reduced |
| Woodmont Investment Counsel LLC | 7,638 | $503.7K | 0.04% | −1,120−12.8% | Reduced |
| Puzo Michael J | 7,650 | $504.5K | 0.13% | −3,100−28.8% | Reduced |
| Spire Wealth Management | 7,668 | $505.7K | 0.02% | +46+0.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,670 | $505.9K | 0.14% | +2,233+41.1% | Added |
| Bruce G. Allen Investments, LLC | 7,687 | $507.0K | 0.39% | −96−1.2% | Reduced |