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 |
|---|---|---|---|---|---|
| Cozad Asset Management Inc | 7,721 | $509.2K | 0.05% | −390−4.8% | Reduced |
| Councilmark Asset Management, LLC | 7,725 | $509.5K | 0.34% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 7,737 | $510.3K | 0.01% | +234+3.1% | Added |
| Albert D Mason Inc | 7,741 | $510.5K | 0.33% | +35+0.5% | Added |
| Seed Wealth Management, Inc. | 7,765 | $512.1K | 0.41% | −300−3.7% | Reduced |
| Howard Capital Management Inc. | 7,772 | $512.6K | 0.01% | +2,267+41.2% | Added |
| Holistic Planning, LLC | 7,785 | $513.4K | 0.22% | +2,725+53.9% | Added |
| Callan Capital, LLC | 7,787 | $513.6K | 0.04% | +1,460+23.1% | Added |
| Welch & Forbes LLC | 7,836 | $516.8K | 0.01% | −2,284−22.6% | Reduced |
| Dearborn Partners LLC | 7,849 | $517.7K | 0.02% | −244−3.0% | Reduced |
| Ellerson Group Inc | 7,851 | $517.8K | 0.41% | +1,200+18.0% | Added |
| Harbour Capital Advisors, LLC | 7,590 | $517.8K | 0.12% | −415−5.2% | Reduced |
| Resources Investment Advisors, LLC. | 7,889 | $520.3K | 0.01% | +196+2.5% | Added |
| Ameritas Advisory Services, LLC | 7,892 | $520.5K | 0.02% | −3,528−30.9% | Reduced |
| Harbour Investments, Inc. | 7,897 | $520.8K | 0.02% | −718−8.3% | Reduced |
| Transcend Wealth Collective, LLC | 7,950 | $524.3K | 0.04% | −743−8.5% | Reduced |
| Kavar Capital Partners Group, LLC | 7,970 | $525.6K | 0.08% | 00.0% | Unchanged |
| Motco | 7,972 | $525.8K | 0.05% | −98−1.2% | Reduced |
| Apexium Financial, LP | 7,986 | $526.7K | 0.03% | −25−0.3% | Reduced |
| Orion Investment Co | 8,005 | $527.9K | 0.21% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 8,032 | $529.7K | 0.13% | +97+1.2% | Added |
| Estabrook Capital Management | 8,124 | $535.8K | 0.08% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,210 | $541.5K | 0.26% | +64+0.8% | Added |
| Broadwater Capital Management LLC | 8,236 | $543.2K | 0.40% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 7,965 | $543.8K | 0.31% | −617−7.2% | Reduced |
| Leibman Financial Services, Inc. | 8,272 | $545.6K | 0.39% | −524−6.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,293 | $546.9K | 0.15% | +47+0.6% | Added |
| Ignite Planners, LLC | 8,320 | $548.7K | 0.13% | +22+0.3% | Added |
| Change Path, LLC | 8,324 | $549.0K | 0.02% | +417+5.3% | Added |
| Kovack Advisors, Inc. | 8,328 | $549.3K | 0.06% | −286−3.3% | Reduced |
| Cardiff Park Advisors, LLC | 8,345 | $550.3K | 0.05% | +64+0.8% | Added |
| Flputnam Investment Management Co | 8,353 | $550.9K | 0.01% | +1,177+16.4% | Added |
| North Star Investment Management Corp. | 8,358 | $551.2K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,392 | $553.5K | 0.01% | 00.0% | Unchanged |
| Philadelphia Trust Co | 8,399 | $554.0K | 0.04% | +49+0.6% | Added |
| Sivia Capital Partners, LLC | 8,412 | $554.7K | 0.33% | +609+7.8% | Added |
| Boston Family Office LLC | 8,502 | $561.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $563.2K | 0.35% | 00.0% | Unchanged |
| Wrapmanager Inc | 8,545 | $563.5K | 0.15% | −330−3.7% | Reduced |
| Wealthcare Advisory Partners LLC | 8,576 | $565.6K | 0.02% | +959+12.6% | Added |
| Hancock Whitney Corp | 8,580 | $565.9K | 0.02% | +114+1.3% | Added |
| Boyd Watterson Asset Management LLC | 8,605 | $567.5K | 0.16% | −8−0.1% | Reduced |
| Diligent Investors, LLC | 8,628 | $569.0K | 0.13% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 8,670 | $571.8K | 0.01% | −39−0.4% | Reduced |
| Baldwin Investment Management, LLC | 8,682 | $572.6K | 0.07% | −337−3.7% | Reduced |
| Farther Finance Advisors, LLC | 8,706 | $574.1K | 0.02% | +756+9.5% | Added |
| Pictet Bank & Trust Ltd | 8,750 | $577.1K | 0.58% | −120−1.4% | Reduced |
| Crescent Grove Advisors, LLC | 8,835 | $582.7K | 0.06% | +1,531+21.0% | Added |
| Harrell Investment Partners, LLC | 8,909 | $587.6K | 0.17% | +36+0.4% | Added |
| Beverly Hills Private Wealth, LLC | 8,913 | $587.8K | 0.12% | −946−9.6% | Reduced |
| Gallacher Capital Management LLC | 9,010 | $594.2K | 0.27% | +308+3.5% | Added |
| Core Wealth Partners LLC | 9,050 | $596.8K | 0.36% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9,055 | $597.2K | 0.02% | −2,000−18.1% | Reduced |
| Grimes & Company, Inc. | 9,062 | $597.6K | 0.02% | +691+8.3% | Added |
| Wallace Advisory Group, LLC | 8,308 | $599.7K | 0.44% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 9,175 | $605.1K | 0.27% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 9,250 | $610.0K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $610.0K | 0.10% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9,259 | $610.6K | 0.16% | −500−5.1% | Reduced |
| Lebenthal Global Advisors, LLC | 9,276 | $611.8K | 0.12% | +1,289+16.1% | Added |
| MSH Capital Advisors LLC | 9,285 | $612.3K | 0.19% | +5+0.1% | Added |
| Harmony Asset Management LLC | 9,307 | $613.8K | 0.23% | −1,000−9.7% | Reduced |
| Gradient Investments LLC | 9,357 | $617.1K | 0.01% | +229+2.5% | Added |
| First Wilshire Securities Management Inc | 9,365 | $618.0K | 0.17% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 9,421 | $621.3K | 0.25% | +1,093+13.1% | Added |
| NBT Bank N A | 9,425 | $621.6K | 0.04% | −125−1.3% | Reduced |
| 9258 Wealth Management, LLC | 9,431 | $622.0K | 0.09% | −632−6.3% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,525 | $628.2K | 0.15% | +9+0.1% | Added |
| Fruth Investment Management | 9,548 | $629.0K | 0.16% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 9,541 | $629.2K | 0.01% | −1,710−15.2% | Reduced |
| Eastern Bank | 9,551 | $629.9K | 0.01% | +9,551 | New |
| Warren Averett Asset Management, LLC | 9,587 | $632.3K | 0.01% | −270−2.7% | Reduced |
| Verdence Capital Advisors LLC | 9,595 | $632.8K | 0.05% | +603+6.7% | Added |
| Clarius Group, LLC | 9,626 | $632.9K | 0.04% | −3,245−25.2% | Reduced |
| Nwam LLC | 9,645 | $636.1K | 0.04% | +9,645 | New |
| Gallagher Fiduciary Advisors, LLC | 9,673 | $637.9K | 0.13% | −1,013−9.5% | Reduced |
| NBC Securities, Inc. | 9,675 | $638.0K | 0.05% | −157−1.6% | Reduced |
| Circle Wealth Management, LLC | 9,695 | $639.4K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,674 | $640.0K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 9,723 | $641.2K | 0.01% | +79+0.8% | Added |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |
| W Advisors, LLC | 9,764 | $643.9K | 0.40% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9,802 | $646.5K | 0.00% | −228−2.3% | Reduced |
| Crestwood Advisors Group LLC | 9,813 | $647.2K | 0.01% | +4,196+74.7% | Added |
| 180 Wealth Advisors, LLC | 9,834 | $648.6K | 0.10% | +63+0.6% | Added |
| Garda Capital Partners LP | 9,841 | $649.0K | 0.16% | +9,841 | New |
| Bank of Hawaii | 9,883 | $651.8K | 0.03% | +33+0.3% | Added |
| Rosenberg Matthew Hamilton | 9,897 | $652.7K | 0.17% | 00.0% | Unchanged |
| Penbrook Management LLC | 9,900 | $652.9K | 0.42% | 00.0% | Unchanged |
| PDS Planning, Inc | 9,934 | $655.2K | 0.06% | +978+10.9% | Added |
| Northwest Capital Management Inc | 10,000 | $659.5K | 0.24% | 00.0% | Unchanged |
| U S Global Investors Inc | 10,000 | $659.5K | 0.06% | +10,000 | New |
| Trust Co of Vermont | 10,040 | $662.1K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 10,040 | $662.1K | 0.01% | +3,920+64.1% | Added |
| Archetype Wealth Partners | 10,105 | $666.0K | 0.10% | −906−8.2% | Reduced |
| Wealth Alliance | 10,152 | $669.5K | 0.08% | −434−4.1% | Reduced |
| Qtron Investments LLC | 10,157 | $669.9K | 0.09% | +22+0.2% | Added |
| Benjamin Edwards Inc | 10,171 | $670.7K | 0.01% | +10,171 | New |
| Great Diamond Partners, LLC | 10,228 | $674.5K | 0.17% | −1,766−14.7% | Reduced |
| WESPAC Advisors, LLC | 10,283 | $678.2K | 0.50% | +1,466+16.6% | Added |