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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 352,764 | $23.3M | 0.05% | −3,270−0.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 342,807 | $22.6M | 0.03% | +6,959+2.1% | Added |
| Hikari Power Ltd | 341,900 | $22.5M | 1.87% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 337,402 | $22.3M | 2.78% | +3,374+1.0% | Added |
| Mariner, LLC | 336,994 | $22.2M | 0.04% | +3,045+0.9% | Added |
| Willis Investment Counsel | 336,374 | $22.2M | 1.44% | +1,555+0.5% | Added |
| Causeway Capital Management LLC | 335,634 | $22.1M | 0.54% | −368,959−52.4% | Reduced |
| Cubist Systematic Strategies, LLC | 334,156 | $22.0M | 0.33% | +237,794+246.8% | Added |
| Thomasville National Bank | 333,834 | $22.0M | 1.63% | +17,150+5.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 329,007 | $21.7M | 1.48% | +870.0% | Added |
| Northwest & Ethical Investments L.P. | 322,691 | $21.3M | 0.56% | +72,663+29.1% | Added |
| Guardian Capital LP | 307,786 | $20.3M | 0.74% | −1,736−0.6% | Reduced |
| Creative Planning | 306,491 | $20.2M | 0.02% | +13,904+4.8% | Added |
| Wedge Capital Management L L P | 306,342 | $20.2M | 0.35% | −31,630−9.4% | Reduced |
| SEI Investments Co | 289,650 | $19.1M | 0.02% | −34,225−10.6% | Reduced |
| Citigroup Inc | 282,938 | $18.7M | 0.02% | −5,450−1.9% | Reduced |
| Truist Financial Corp | 282,383 | $18.6M | 0.03% | −23,278−7.6% | Reduced |
| Anchor Capital Advisors LLC | 279,466 | $18.4M | 0.49% | −3,306−1.2% | Reduced |
| Mediolanum International Funds Ltd | 565,189 | $18.3M | 0.26% | +565,189 | New |
| Willis Johnson & Associates, Inc. | 277,396 | $18.3M | 1.39% | +4,591+1.7% | Added |
| Harvest Portfolios Group Inc. | 270,631 | $17.8M | 0.59% | +8,725+3.3% | Added |
| Nicola Wealth Management Ltd. | 260,000 | $17.1M | 1.36% | −60,000−18.8% | Reduced |
| Logan Capital Management Inc | 256,060 | $16.9M | 0.70% | −6,595−2.5% | Reduced |
| Grandfield & Dodd, LLC | 254,275 | $16.8M | 0.99% | −377−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 245,769 | $16.2M | 0.29% | +76,333+45.1% | Added |
| Northwestern Mutual Wealth Management Co | 245,595 | $16.2M | 0.01% | +10,961+4.7% | Added |
| Klingenstein Fields & Co LP | 239,046 | $15.8M | 0.63% | +993+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 228,016 | $15.6M | 0.14% | +41,009+21.9% | Added |
| Davenport & Co LLC | 234,282 | $15.5M | 0.09% | +10,036+4.5% | Added |
| Toroso Investments, LLC | 230,027 | $15.2M | 0.17% | +167,502+267.9% | Added |
| Everett Harris & Co | 228,244 | $15.1M | 0.19% | +29,448+14.8% | Added |
| Sapient Capital LLC | 224,513 | $14.8M | 0.30% | −363−0.2% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.6M | 1.28% | 00.0% | Unchanged |
| M&T Bank Corp | 218,520 | $14.4M | 0.05% | −4,261−1.9% | Reduced |
| Evergreen Capital Management LLC | 216,938 | $14.3M | 0.48% | +4,515+2.1% | Added |
| Becker Capital Management Inc | 216,037 | $14.2M | 0.46% | +888+0.4% | Added |
| South Dakota Investment Council | 211,777 | $14.0M | 0.27% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 200,982 | $13.4M | 0.03% | −4,058−2.0% | Reduced |
| Oppenheimer Asset Management Inc. | 201,902 | $13.3M | 0.16% | −21,151−9.5% | Reduced |
| Ci Investments Inc. | 200,245 | $13.2M | 0.05% | −11,941−5.6% | Reduced |
| New Age Alpha Advisors, LLC | 198,300 | $13.1M | 8.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 197,772 | $13.0M | 0.06% | −62,765−24.1% | Reduced |
| Advisor Group Holdings, Inc. | 196,222 | $12.9M | 0.03% | −9,769−4.7% | Reduced |
| QRG Capital Management, Inc. | 195,537 | $12.9M | 0.14% | −1,387−0.7% | Reduced |
| Glenmede Trust Co NA | 190,581 | $12.6M | 0.06% | −17,892−8.6% | Reduced |
| Tocqueville Asset Management L.P. | 190,023 | $12.5M | 0.20% | −4,428−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 185,777 | $12.3M | 0.89% | +160.0% | Added |
| Charles Schwab Investment Management Inc | 184,919 | $12.2M | 0.00% | +18,725+11.3% | Added |
| Euro Pacific Asset Management, LLC | 179,259 | $11.9M | 2.20% | −2,919−1.6% | Reduced |
| FineMark National Bank & Trust | 176,852 | $11.7M | 0.41% | −3,402−1.9% | Reduced |
| Country Club Bank | 172,560 | $11.4M | 0.76% | −3,115−1.8% | Reduced |
| Allied Investment Advisors, LLC | 172,293 | $11.4M | 2.25% | +1,191+0.7% | Added |
| D.A. Davidson & Co. | 169,509 | $11.2M | 0.09% | −4,397−2.5% | Reduced |
| Stephens Inc | 169,488 | $11.2M | 0.16% | +5,800+3.5% | Added |
| Cetera Investment Advisers | 169,172 | $11.2M | 0.02% | −2,837−1.6% | Reduced |
| Stamos Capital Partners, L.P. | 167,680 | $11.1M | 2.60% | +6,670+4.1% | Added |
| Cohen Klingenstein LLC | 158,098 | $10.4M | 0.36% | −16,280−9.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 157,789 | $10.4M | 0.90% | +3,288+2.1% | Added |
| LMCG Investments, LLC | 154,337 | $10.2M | 0.61% | −2,673−1.7% | Reduced |
| Aquatic Capital Management LLC | 152,558 | $10.1M | 0.26% | +82,658+118.3% | Added |
| Manning & Napier Advisors LLC | 152,495 | $10.1M | 0.11% | −34,442−18.4% | Reduced |
| Sanctuary Advisors, LLC | 151,868 | $10.0M | 0.06% | +8,499+5.9% | Added |
| TD Waterhouse Canada Inc. | 149,840 | $10.0M | 0.08% | +23,058+18.2% | Added |
| Sit Investment Associates Inc | 144,245 | $9.51M | 0.21% | −600−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 143,835 | $9.49M | 0.03% | +587+0.4% | Added |
| Pinnacle Financial Partners Inc | 143,679 | $9.48M | 0.19% | +481+0.3% | Added |
| Janney Montgomery Scott LLC | 141,114 | $9.31M | 0.03% | −3,298−2.3% | Reduced |
| Captrust Financial Advisors | 141,101 | $9.31M | 0.03% | −1,847−1.3% | Reduced |
| Woodstock Corp | 141,083 | $9.30M | 0.90% | +1,631+1.2% | Added |
| Avantax Advisory Services, Inc. | 140,226 | $9.25M | 0.06% | −4,885−3.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 136,011 | $8.97M | 0.02% | +6,586+5.1% | Added |
| Prospera Financial Services Inc | 135,206 | $8.92M | 0.23% | +16,258+13.7% | Added |
| Bridgewater Associates, LP | 133,194 | $8.78M | 0.05% | +133,194 | New |
| National Bank of Canada | 132,404 | $8.73M | 0.01% | −22,869−14.7% | Reduced |
| Bragg Financial Advisors, Inc | 132,343 | $8.73M | 0.36% | −860−0.6% | Reduced |
| Pinnacle Associates Ltd | 132,582 | $8.72M | 0.15% | +25,635+24.0% | Added |
| Janney Capital Management LLC | 127,814 | $8.43M | 0.57% | −1,806−1.4% | Reduced |
| MML Investors Services, LLC | 126,821 | $8.36M | 0.03% | +1,794+1.4% | Added |
| Edge Capital Group, LLC | 125,773 | $8.29M | 0.37% | +1,231+1.0% | Added |
| Adell Harriman & Carpenter Inc | 125,202 | $8.26M | 0.60% | +5,015+4.2% | Added |
| Federated Hermes, Inc. | 122,724 | $8.09M | 0.02% | −6,751−5.2% | Reduced |
| Baird Financial Group, Inc. | 119,400 | $7.87M | 0.02% | −3,853−3.1% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $7.80M | 1.86% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 118,243 | $7.80M | 0.17% | −87,090−42.4% | Reduced |
| Fifth Third Bancorp | 117,680 | $7.76M | 0.03% | +13,757+13.2% | Added |
| Sandy Spring Bank | 116,677 | $7.69M | 0.32% | +4,217+3.7% | Added |
| SIR Capital Management, L.P. | 116,601 | $7.69M | 0.75% | +27,401+30.7% | Added |
| TownSquare Capital, LLC | 110,615 | $7.30M | 0.09% | −715−0.6% | Reduced |
| Cutler Capital Management, LLC | 109,932 | $7.25M | 2.56% | +1,071+1.0% | Added |
| JustInvest LLC | 109,572 | $7.23M | 0.12% | +4,935+4.7% | Added |
| Neville Rodie & Shaw Inc | 108,425 | $7.15M | 0.53% | −17,875−14.2% | Reduced |
| Regency Capital Management Inc. | 108,423 | $7.15M | 3.93% | −771−0.7% | Reduced |
| Foresight Global Investors, Inc. | 108,194 | $7.14M | 3.87% | +87,800+430.5% | Added |
| Leuthold Group, LLC | 107,860 | $7.11M | 0.79% | −4,778−4.2% | Reduced |
| Eastover Investment Advisors LLC | 106,752 | $7.04M | 3.30% | +532+0.5% | Added |
| Augustine Asset Management Inc | 106,152 | $7.00M | 2.45% | +363+0.3% | Added |
| Synovus Financial Corp | 105,674 | $6.97M | 0.08% | +20,241+23.7% | Added |
| Squarepoint Ops LLC | 104,713 | $6.91M | 0.02% | +104,713 | New |
| Thornburg Investment Management Inc | 103,921 | $6.85M | 0.09% | +12,773+14.0% | Added |
| Eagle Global Advisors LLC | 100,830 | $6.65M | 0.33% | −23,445−18.9% | Reduced |