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 |
|---|---|---|---|---|---|
| Prio Wealth Limited Partnership | 5,034 | $332.0K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,028 | $331.6K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,027 | $331.5K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,022 | $331.2K | 0.16% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,013 | $330.6K | 0.19% | +45+0.9% | Added |
| WPWealth LLP | 5,013 | $330.6K | 0.07% | +5,013 | New |
| Chelsea Counsel Co | 5,012 | $330.5K | 0.16% | 00.0% | Unchanged |
| Leo Wealth, LLC | 5,011 | $330.5K | 0.03% | −836−14.3% | Reduced |
| 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 |
| Lynx Investment Advisory | 4,991 | $329.2K | 0.24% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,983 | $328.7K | 0.06% | +889+21.7% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $327.6K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,937 | $326.0K | 0.05% | −1,079−17.9% | Reduced |
| Ti-Trust, Inc | 4,920 | $324.5K | 0.23% | 00.0% | Unchanged |
| Balentine LLC | 4,919 | $324.4K | 0.01% | +3+0.1% | Added |
| Brighton Jones LLC | 4,918 | $324.3K | 0.01% | −2,115−30.1% | Reduced |
| Wealthstream Advisors, Inc. | 4,917 | $324.3K | 0.06% | −365−6.9% | Reduced |
| Red Door Wealth Management, LLC | 4,884 | $322.1K | 0.05% | −50−1.0% | Reduced |
| Lantz Financial LLC | 4,878 | $321.7K | 0.09% | −36−0.7% | Reduced |
| 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 |
| Icon Wealth Advisors, LLC | 4,865 | $320.9K | 0.03% | +1,408+40.7% | Added |
| Atlas Brown,Inc. | 4,842 | $319.3K | 0.11% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,834 | $318.8K | 0.18% | −5−0.1% | Reduced |
| E&G Advisors, LP | 4,829 | $318.5K | 0.09% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,817 | $317.7K | 0.03% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,800 | $316.6K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 4,785 | $315.6K | 0.04% | −1,210−20.2% | Reduced |
| Abel Hall, LLC | 4,784 | $315.5K | 0.21% | −105−2.1% | Reduced |
| CFM Wealth Partners LLC | 4,769 | $314.5K | 0.05% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,766 | $314.3K | 0.02% | +715+17.6% | Added |
| Avestar Capital, LLC | 4,738 | $312.5K | 0.03% | +10.0% | Added |
| Journey Strategic Wealth LLC | 4,720 | $311.2K | 0.01% | +590+14.3% | Added |
| Eagle Harbor Asset Management Inc | 4,718 | $311.2K | 0.31% | −164−3.4% | Reduced |
| Traveka Wealth, LLC | 4,695 | $309.6K | 0.16% | +345+7.9% | Added |
| Brookstone Capital Management | 4,678 | $308.5K | 0.00% | −6,429−57.9% | Reduced |
| Beach Investment Counsel Inc | 4,657 | $307.0K | 0.04% | −119,600−96.3% | Reduced |
| 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 |
| McAdam, LLC | 4,652 | $306.8K | 0.02% | 00.0% | Unchanged |
| First American Trust, FSB | 4,635 | $305.7K | 0.03% | −8−0.2% | Reduced |
| Ransom Advisory, Ltd | 4,573 | $301.6K | 0.14% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $300.1K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,537 | $299.2K | 0.02% | +420+10.2% | Added |
| Carret Asset Management, LLC | 4,536 | $299.1K | 0.03% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 4,380 | $298.8K | 0.02% | +230+5.5% | Added |
| Key Client Fiduciary Advisors, LLC | 4,507 | $297.2K | 0.14% | −168−3.6% | Reduced |
| First Financial Corp | 4,499 | $296.7K | 0.14% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,475 | $295.1K | 0.14% | −200−4.3% | Reduced |
| Canopy Partners, LLC | 4,474 | $295.1K | 0.13% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,452 | $293.6K | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,436 | $292.6K | 0.01% | +1,302+41.5% | Added |
| Keudell/Morrison Wealth Management | 4,434 | $292.4K | 0.08% | −379−7.9% | Reduced |
| Texas Capital Bancshares Inc | 4,432 | $292.3K | 0.12% | −5−0.1% | Reduced |
| Capital Analysts, LLC | 4,436 | $292.0K | 0.01% | +2,401+118.0% | Added |
| St Germain D J Co Inc | 4,408 | $290.7K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,397 | $290.0K | 0.03% | −1,504−25.5% | Reduced |
| Advisors Preferred, LLC | 4,332 | $289.7K | 0.04% | +393+10.0% | Added |
| Good Life Advisors, LLC | 4,368 | $288.1K | 0.02% | +463+11.9% | Added |
| Macquarie Group Ltd | 4,373 | $288.0K | 0.00% | −257,296−98.3% | Reduced |
| Indie Asset Partners, LLC | 4,365 | $287.9K | 0.22% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,361 | $287.6K | 0.08% | +51+1.2% | Added |
| Washington Trust Co | 4,360 | $287.5K | 0.01% | 00.0% | Unchanged |
| Gibbs Wealth Management | 4,358 | $287.4K | 0.09% | +1,012+30.2% | Added |
| TBH Global Asset Management, LLC | 4,356 | $287.3K | 0.06% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,266 | $285.8K | 0.02% | −302−6.6% | Reduced |
| Leonteq Securities AG | 4,320 | $284.9K | 0.03% | +320+8.0% | Added |
| Ballew Advisors, Inc | 4,176 | $284.9K | 0.19% | +5+0.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,311 | $284.3K | 0.00% | −3,465−44.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,303 | $283.8K | 0.07% | −104−2.4% | Reduced |
| Sabal Trust CO | 4,298 | $283.5K | 0.02% | +4,298 | New |
| Alliance Wealth Advisors, LLC | 4,294 | $283.2K | 0.16% | +10.0% | Added |
| Southeast Asset Advisors Inc. | 4,265 | $281.3K | 0.03% | −293−6.4% | Reduced |
| Founders Capital Management, LLC | 4,262 | $281.1K | 0.05% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,260 | $280.9K | 0.03% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,252 | $280.4K | 0.01% | +4,252 | New |
| Smith, Moore & Co. | 4,237 | $279.5K | 0.03% | +20.0% | Added |
| AMG National Trust Bank | 4,231 | $279.0K | 0.01% | −2,171−33.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | −25−0.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,222 | $278.4K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 4,213 | $277.9K | 0.09% | +20.0% | Added |
| Braun-Bostich & Associates Inc. | 4,205 | $277.3K | 0.19% | −27−0.6% | Reduced |
| Everstar Asset Management, LLC | 4,193 | $276.5K | 0.19% | +4,193 | New |
| Patten & Patten Inc | 4,183 | $275.9K | 0.02% | −2,000−32.3% | Reduced |
| Sax Wealth Advisors, LLC | 4,171 | $275.1K | 0.02% | +85+2.1% | Added |
| Signature Wealth Management Partners, LLC | 4,168 | $274.9K | 0.20% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $274.7K | 0.07% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4,158 | $274.2K | 0.01% | +4,158 | New |
| Focus Financial Network, Inc. | 4,153 | $273.9K | 0.01% | +63+1.5% | Added |
| Cetera Trust Company, N.A | 4,150 | $273.7K | 0.17% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,142 | $273.2K | 0.01% | +641+18.3% | Added |
| Duncker Streett & Co Inc | 4,134 | $272.7K | 0.05% | +8+0.2% | Added |
| Evolution Wealth Advisors, LLC | 4,124 | $272.0K | 0.05% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,089 | $269.7K | 0.10% | −182−4.3% | Reduced |
| Tritonpoint Wealth, LLC | 4,057 | $268.2K | 0.02% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,059 | $267.7K | 0.10% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 4,039 | $266.4K | 0.02% | +813+25.2% | Added |