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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 10,283 | $678.2K | 0.03% | +10,283 | New |
| Bradley Foster & Sargent Inc | 10,296 | $679.0K | 0.01% | −83−0.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 14,015 | $679.6K | 0.00% | −147−1.0% | Reduced |
| Camden Capital, LLC | 10,311 | $680.0K | 0.07% | +388+3.9% | Added |
| Investors Research Corp | 10,357 | $683.0K | 0.15% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 10,367 | $683.7K | 0.29% | +275+2.7% | Added |
| Sigma Planning Corp | 10,367 | $683.7K | 0.02% | −523−4.8% | Reduced |
| Intrust Bank NA | 10,383 | $684.8K | 0.07% | +294+2.9% | Added |
| Henry James International Management, Inc. | 10,387 | $685.0K | 0.24% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,452 | $689.3K | 0.04% | +2,352+29.0% | Added |
| Private Trust Co NA | 10,484 | $691.4K | 0.07% | −327−3.0% | Reduced |
| Diversified Trust Co | 10,488 | $691.7K | 0.02% | −30−0.3% | Reduced |
| Private Capital Management, LLC | 10,500 | $692.5K | 0.08% | +1,476+16.4% | Added |
| Trust Point Inc. | 10,551 | $695.8K | 0.05% | +448+4.4% | Added |
| Net Worth Advisory Group | 10,574 | $697.3K | 0.21% | +10,574 | New |
| Horizon Investments, LLC | 10,603 | $699.3K | 0.02% | −74−0.7% | Reduced |
| Proequities, Inc. | 10,605 | $699.4K | 0.04% | −413−3.7% | Reduced |
| BKD Wealth Advisors, LLC | 10,610 | $699.8K | 0.02% | +2,940+38.3% | Added |
| Smartleaf Asset Management LLC | 10,621 | $702.2K | 0.09% | +6,717+172.1% | Added |
| Shoker Investment Counsel, Inc. | 10,663 | $703.3K | 0.24% | −1,827−14.6% | Reduced |
| GW Henssler & Associates Ltd | 10,727 | $707.4K | 0.04% | −25−0.2% | Reduced |
| Finivi Inc. | 10,786 | $711.4K | 0.58% | +37+0.3% | Added |
| Northeast Investment Management | 10,802 | $712.4K | 0.03% | −5,000−31.6% | Reduced |
| Founders Financial Securities LLC | 10,826 | $714.0K | 0.07% | −123−1.1% | Reduced |
| John G Ullman & Associates Inc | 10,900 | $718.9K | 0.10% | 00.0% | Unchanged |
| First Manhattan Co | 10,967 | $723.3K | 0.00% | +85+0.8% | Added |
| Quinn Opportunity Partners LLC | 11,000 | $725.5K | 0.07% | −14,000−56.0% | Reduced |
| Birmingham Capital Management Co Inc | 11,078 | $730.6K | 0.27% | +1,113+11.2% | Added |
| Gryphon Financial Partners LLC | 11,120 | $733.4K | 0.10% | +66+0.6% | Added |
| Aull & Monroe Investment Management Corp | 11,130 | $734.0K | 0.34% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 11,143 | $734.9K | 0.10% | −2,452−18.0% | Reduced |
| GeoWealth Management, LLC | 11,188 | $737.8K | 0.03% | −1,128−9.2% | Reduced |
| Capital Investment Advisors, LLC | 11,260 | $742.6K | 0.02% | −128−1.1% | Reduced |
| TrinityPoint Wealth, LLC | 11,361 | $749.3K | 0.11% | +353+3.2% | Added |
| Ingalls & Snyder LLC | 11,393 | $751.0K | 0.03% | −3,850−25.3% | Reduced |
| StrongBox Wealth, LLC | 11,405 | $752.2K | 0.32% | +841+8.0% | Added |
| First Horizon Advisors, Inc. | 11,425 | $753.5K | 0.02% | +328+3.0% | Added |
| Security National Bank of Sioux City Iowa | 11,450 | $755.1K | 0.46% | +11,450 | New |
| TCG Advisory Services, LLC | 11,521 | $759.8K | 0.03% | +189+1.7% | Added |
| Pin Oak Investment Advisors Inc | 11,573 | $763.0K | 0.69% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11,599 | $765.0K | 0.02% | +11,599 | New |
| Mairs & Power Inc | 11,604 | $765.3K | 0.01% | −2,316−16.6% | Reduced |
| Principal Street Partners, LLC | 10,703 | $771.7K | 0.13% | +5,281+97.4% | Added |
| Trust Co of Toledo NA | 11,751 | $775.0K | 0.10% | −551−4.5% | Reduced |
| Schnieders Capital Management LLC | 11,760 | $775.6K | 0.15% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,765 | $775.9K | 0.11% | −2,864−19.6% | Reduced |
| Wedmont Private Capital | 11,086 | $778.6K | 0.04% | +1,023+10.2% | Added |
| Mount Yale Investment Advisors, LLC | 11,851 | $781.6K | 0.08% | −20,661−63.5% | Reduced |
| IHT Wealth Management, LLC | 11,872 | $783.4K | 0.02% | +5,815+96.0% | Added |
| Eagle Asset Management Inc | 11,708 | $785.1K | 0.00% | +1,125+10.6% | Added |
| Norden Group LLC | 11,913 | $785.6K | 0.09% | +1,612+15.6% | Added |
| One Wealth Advisors, LLC | 11,961 | $788.8K | 0.12% | −28−0.2% | Reduced |
| Stonegate Investment Group, LLC | 11,985 | $790.4K | 0.02% | +547+4.8% | Added |
| Sage Mountain Advisors LLC | 12,014 | $792.3K | 0.07% | +5,034+72.1% | Added |
| Permanens Capital L.P. | 12,081 | $796.7K | 0.16% | +12,081 | New |
| Busey Wealth Management | 12,102 | $798.1K | 0.03% | −2,795−18.8% | Reduced |
| Coldstream Capital Management Inc | 12,183 | $803.4K | 0.02% | +1,240+11.3% | Added |
| Bayesian Capital Management, LP | 12,200 | $804.6K | 0.09% | +12,200 | New |
| Hudson Portfolio Management LLC | 12,250 | $807.9K | 0.79% | +12,250 | New |
| J.W. Cole Advisors, Inc. | 12,259 | $808.4K | 0.03% | −602−4.7% | Reduced |
| AE Wealth Management LLC | 12,315 | $812.2K | 0.01% | +209+1.7% | Added |
| Marks Group Wealth Management, Inc | 12,415 | $818.8K | 0.08% | +257+2.1% | Added |
| Arkadios Wealth Advisors | 12,462 | $821.8K | 0.05% | −2,971−19.3% | Reduced |
| EPG Wealth Management LLC | 12,496 | $824.1K | 0.21% | +12,496 | Added |
| Profund Advisors LLC | 12,510 | $825.0K | 0.03% | −1,887−13.1% | Reduced |
| Pacific Global Investment Management CO | 12,545 | $827.3K | 0.15% | −437−3.4% | Reduced |
| James Investment Research Inc | 12,614 | $831.9K | 0.10% | +682+5.7% | Added |
| First National Bank of Omaha | 12,677 | $836.0K | 0.05% | −100−0.8% | Reduced |
| Independent Financial Group, LLC | 12,683 | $836.5K | 0.03% | −196−1.5% | Reduced |
| NVWM, LLC | 12,711 | $838.3K | 0.21% | −64−0.5% | Reduced |
| Gratus Wealth Advisors, LLC | 11,939 | $838.5K | 0.14% | +1,136+10.5% | Added |
| Toronto Dominion Bank | 12,735 | $839.9K | 0.00% | −808−6.0% | Reduced |
| Lake Street Advisors Group, LLC | 12,748 | $840.7K | 0.04% | −128−1.0% | Reduced |
| Glen Eagle Advisors, LLC | 12,773 | $842.4K | 0.14% | +593+4.9% | Added |
| Tiaa Trust, National Association | 12,843 | $847.0K | 0.00% | −949−6.9% | Reduced |
| Strategic Global Advisors, LLC | 12,934 | $853.0K | 0.17% | +5,365+70.9% | Added |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $857.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,004 | $858.0K | 0.00% | +2,612+25.1% | Added |
| TCTC Holdings, LLC | 13,066 | $861.7K | 0.03% | 00.0% | Unchanged |
| Intrua Financial, LLC | 13,106 | $864.3K | 0.14% | −364−2.7% | Reduced |
| Catalina Capital Group, LLC | 13,139 | $866.5K | 0.29% | +9,678+279.6% | Added |
| Susquehanna International Group, LLP | 13,231 | $872.6K | 0.00% | +5,237+65.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,379 | $882.3K | 0.01% | −16,821−55.7% | Reduced |
| Mutual Advisors, LLC | 13,361 | $887.3K | 0.03% | +66+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 13,482 | $889.1K | 0.00% | +5,104+60.9% | Added |
| GTS Securities LLC | 13,519 | $891.6K | 0.02% | −14,310−51.4% | Reduced |
| Umb Bank N A | 13,582 | $895.7K | 0.01% | −844−5.9% | Reduced |
| Hayek Kallen Investment Management | 13,634 | $899.0K | 0.32% | +18+0.1% | Added |
| Sage Rhino Capital LLC | 13,652 | $900.4K | 0.20% | +28+0.2% | Added |
| Legacy Financial Advisors, Inc. | 13,693 | $903.1K | 0.15% | −271−1.9% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $904.0K | 0.06% | +147+1.1% | Added |
| Miracle Mile Advisors, LLC | 13,784 | $909.0K | 0.02% | −383−2.7% | Reduced |
| DMG Group, LLC | 13,899 | $916.6K | 0.74% | +20+0.1% | Added |
| Absher Wealth Management, LLC | 13,955 | $920.3K | 0.12% | −2,108−13.1% | Reduced |
| Sunbelt Securities, Inc. | 13,961 | $920.7K | 0.09% | +129+0.9% | Added |
| Credit Capital Investments LLC | 14,000 | $923.3K | 1.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,061 | $927.3K | 0.02% | +2,713+23.9% | Added |
| HBK Sorce Advisory LLC | 14,073 | $928.1K | 0.03% | −1,193−7.8% | Reduced |
| Radnor Capital Management, LLC | 14,095 | $930.0K | 0.14% | +14,095 | New |
| Chesley Taft & Associates LLC | 14,155 | $933.5K | 0.04% | −60−0.4% | Reduced |