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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 14,163 | $934.1K | 0.05% | +14,163 | New |
| Congress Wealth Management LLC | 14,306 | $943.5K | 0.01% | +8,276+137.2% | Added |
| Wealthspire Advisors, LLC | 14,314 | $944.0K | 0.01% | −2,127−12.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,418 | $950.9K | 0.05% | +619+4.5% | Added |
| Manufacturers Life Insurance Company, The | 14,423 | $951.2K | 0.00% | −2,742−16.0% | Reduced |
| IFP Advisors, Inc | 14,454 | $953.3K | 0.03% | −4,622−24.2% | Reduced |
| American Financial Group Inc | 14,500 | $956.0K | 0.41% | 00.0% | Unchanged |
| Syon Capital LLC | 14,584 | $961.8K | 0.09% | +2,306+18.8% | Added |
| Clifford Swan Investment Counsel LLC | 14,605 | $963.2K | 0.03% | −1,396−8.7% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $966.6K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,681 | $968.2K | 0.07% | −28−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 14,743 | $972.3K | 0.05% | +962+7.0% | Added |
| Bank Ozk | 15,059 | $993.1K | 0.41% | −47−0.3% | Reduced |
| Mather Group, LLC. | 15,174 | $1.00M | 0.01% | −476−3.0% | Reduced |
| Crewe Advisors LLC | 15,401 | $1.02M | 0.12% | 00.0% | Unchanged |
| Perpetual Ltd | 15,594 | $1.03M | 0.01% | +300+2.0% | Added |
| Savant Capital, LLC | 15,609 | $1.03M | 0.01% | +15,609 | New |
| Koshinski Asset Management, Inc. | 15,674 | $1.03M | 0.09% | −52−0.3% | Reduced |
| Alhambra Investment Partners LLC | 15,756 | $1.04M | 0.54% | +5,696+56.6% | Added |
| Thompson Siegel & Walmsley LLC | 15,775 | $1.04M | 0.02% | +300+1.9% | Added |
| MAI Capital Management | 15,921 | $1.05M | 0.01% | −10,017−38.6% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.05M | 0.22% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 16,101 | $1.06M | 0.10% | −436−2.6% | Reduced |
| Kingsview Wealth Management, LLC | 16,105 | $1.06M | 0.02% | +1,158+7.7% | Added |
| Wedbush Securities Inc | 16,125 | $1.06M | 0.04% | −406−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,181 | $1.07M | 0.00% | +5,050+45.4% | Added |
| Axiom Advisory, LLC | 15,104 | $1.07M | 0.01% | +7,075+88.1% | Added |
| Osborne Partners Capital Management, LLC | 16,248 | $1.07M | 0.06% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 16,267 | $1.07M | 0.13% | +3,858+31.1% | Added |
| Cutter & CO Brokerage, Inc. | 16,286 | $1.07M | 0.24% | −693−4.1% | Reduced |
| Crescent Sterling, Ltd. | 16,288 | $1.07M | 1.02% | −1,189−6.8% | Reduced |
| Old National Bancorp | 16,298 | $1.07M | 0.02% | −3,605−18.1% | Reduced |
| Auxier Asset Management | 16,346 | $1.08M | 0.16% | 00.0% | Unchanged |
| Independent Advisor Alliance | 16,355 | $1.08M | 0.04% | −827−4.8% | Reduced |
| Bright Futures Wealth Management, LLC. | 16,461 | $1.08M | 0.52% | +5,097+44.9% | Added |
| Baker Ellis Asset Management LLC | 16,600 | $1.09M | 0.15% | +400+2.5% | Added |
| Nicholas Hoffman & Company, LLC. | 16,602 | $1.09M | 0.05% | −170−1.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,659 | $1.10M | 0.02% | +30.0% | Added |
| EP Wealth Advisors, LLC | 16,713 | $1.10M | 0.01% | +3,087+22.7% | Added |
| Bogart Wealth, LLC | 16,746 | $1.10M | 0.05% | +87+0.5% | Added |
| Howland Capital Management LLC | 16,750 | $1.10M | 0.05% | −2,200−11.6% | Reduced |
| Integrated Advisors Network LLC | 16,779 | $1.11M | 0.05% | +55+0.3% | Added |
| Sweeney & Michel, LLC | 16,545 | $1.11M | 0.44% | −29,393−64.0% | Reduced |
| Denali Advisors LLC | 16,819 | $1.11M | 0.12% | +16,819 | New |
| Next Level Private LLC | 16,898 | $1.11M | 0.46% | +26+0.2% | Added |
| Henshaw Capital LLC | 16,903 | $1.11M | 0.05% | +11,577+217.4% | Added |
| Royal London Asset Management Ltd | 17,033 | $1.12M | 0.00% | −52,684−75.6% | Reduced |
| Voya Investment Management LLC | 17,090 | $1.13M | 0.00% | −165,432−90.6% | Reduced |
| Texas Yale Capital Corp. | 17,158 | $1.13M | 0.05% | +4,050+30.9% | Added |
| Traynor Capital Management, Inc. | 17,240 | $1.14M | 0.09% | −177−1.0% | Reduced |
| Hunter Associates Investment Management LLC | 17,217 | $1.14M | 0.18% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 17,284 | $1.14M | 0.86% | −2,748−13.7% | Reduced |
| Rodgers Brothers Inc. | 17,375 | $1.15M | 0.15% | +200+1.2% | Added |
| Dynamic Advisor Solutions LLC | 17,394 | $1.15M | 0.03% | −798−4.4% | Reduced |
| Donoghue Forlines LLC | 17,398 | $1.15M | 0.33% | +1,437+9.0% | Added |
| SOL Capital Management CO | 17,528 | $1.16M | 0.13% | −125−0.7% | Reduced |
| Navellier & Associates Inc | 17,646 | $1.16M | 0.16% | −776−4.2% | Reduced |
| Principal Securities, Inc. | 17,957 | $1.18M | 0.03% | −262−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 18,029 | $1.20M | 0.14% | +1,402+8.4% | Added |
| Prudential Financial Inc | 18,232 | $1.20M | 0.00% | −7,998−30.5% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.21M | 0.31% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 18,405 | $1.21M | 0.04% | −871−4.5% | Reduced |
| Glenview Trust Co | 18,790 | $1.24M | 0.02% | +19+0.1% | Added |
| WealthTrust Axiom LLC | 19,076 | $1.26M | 0.37% | −381−2.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,968 | $1.26M | 0.01% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 19,322 | $1.27M | 0.07% | +2,500+14.9% | Added |
| Red Spruce Capital, LLC | 19,344 | $1.28M | 0.58% | −452−2.3% | Reduced |
| Pingora Partners LLC | 19,345 | $1.28M | 0.90% | −200−1.0% | Reduced |
| Hilltop National Bank | 19,353 | $1.28M | 0.39% | +1,028+5.6% | Added |
| Israel Discount Bank of New York | 19,429 | $1.28M | 1.91% | −106−0.5% | Reduced |
| Recurrent Investment Advisors LLC | 129,346 | $1.29M | 0.13% | −23,931−15.6% | Reduced |
| American Capital Advisory, LLC | 19,595 | $1.29M | 0.75% | −1,981−9.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 19,606 | $1.29M | 0.32% | +6,391+48.4% | Added |
| Cowa, LLC | 19,697 | $1.30M | 0.62% | +75+0.4% | Added |
| National Asset Management, Inc. | 19,431 | $1.31M | 0.04% | −3,793−16.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,949 | $1.32M | 0.11% | 00.0% | Unchanged |
| Quest Investment Management LLC | 20,000 | $1.32M | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,030 | $1.32M | 0.09% | +4,085+25.6% | Added |
| West Family Investments, Inc. | 20,139 | $1.33M | 0.45% | +858+4.4% | Added |
| Caldwell Trust Co | 20,285 | $1.34M | 0.14% | +2,837+16.3% | Added |
| Tower Research Capital LLC (TRC) | 20,329 | $1.34M | 0.04% | +20,329 | New |
| Hantz Financial Services, Inc. | 20,353 | $1.34M | 0.02% | −544−2.6% | Reduced |
| BTC Capital Management, Inc. | 20,459 | $1.35M | 0.12% | +1,455+7.7% | Added |
| Epoch Investment Partners, Inc. | 20,521 | $1.35M | 0.01% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 20,549 | $1.36M | 0.41% | −465−2.2% | Reduced |
| Solstein Capital, LLC | 20,649 | $1.36M | 0.72% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 20,885 | $1.38M | 0.36% | +3,239+18.4% | Added |
| Jarislowsky, Fraser Ltd | 20,902 | $1.38M | 0.01% | −350−1.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.38M | 0.39% | −68−0.3% | Reduced |
| Herold Advisors, Inc. | 21,022 | $1.39M | 0.30% | +80.0% | Added |
| Vestmark Advisory Solutions, Inc. | 21,053 | $1.39M | 0.05% | −210−1.0% | Reduced |
| Mission Wealth Management, LP | 21,145 | $1.39M | 0.03% | +1,871+9.7% | Added |
| Cullen Investment Group, Ltd. | 21,146 | $1.39M | 0.21% | −1,888−8.2% | Reduced |
| Inscription Capital, LLC | 21,249 | $1.40M | 0.21% | +726+3.5% | Added |
| AQR Capital Management LLC | 21,346 | $1.41M | 0.00% | −355−1.6% | Reduced |
| Childress Capital Advisors, LLC | 21,469 | $1.42M | 0.38% | −21−0.1% | Reduced |
| Sowell Financial Services LLC | 21,688 | $1.43M | 0.07% | −218−1.0% | Reduced |
| Greystone Financial Group, LLC | 21,686 | $1.43M | 0.26% | −68−0.3% | Reduced |
| GM Advisory Group, Inc. | 21,709 | $1.43M | 0.09% | −516−2.3% | Reduced |
| Parallel Advisors, LLC | 21,716 | $1.43M | 0.03% | +2,063+10.5% | Added |