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 |
|---|---|---|---|---|---|
| JBF Capital, Inc. | 101,000 | $6.62M | 0.99% | 00.0% | Unchanged |
| Renaissance Group LLC | 99,157 | $6.54M | 0.27% | −2,285−2.3% | Reduced |
| New England Asset Management Inc | 98,540 | $6.50M | 1.01% | +950+1.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 97,247 | $6.41M | 1.04% | +61,983+175.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 96,044 | $6.33M | 0.02% | −20,600−17.7% | Reduced |
| Heritage Investors Management Corp | 95,178 | $6.28M | 0.21% | −1,194−1.2% | Reduced |
| Keybank National Association | 92,840 | $6.12M | 0.02% | −3,382−3.5% | Reduced |
| Colony Group, LLC | 92,705 | $6.11M | 0.02% | −96,449−51.0% | Reduced |
| Claret Asset Management Corp | 92,153 | $6.08M | 1.00% | −2,131−2.3% | Reduced |
| Clearbridge Investments, LLC | 90,501 | $5.97M | 0.00% | +259+0.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 89,596 | $5.91M | 0.00% | −13,213−12.9% | Reduced |
| Bulltick Wealth Management, LLC | 86,535 | $5.71M | 1.42% | +4,950+6.1% | Added |
| South State Corp. | 86,445 | $5.70M | 0.39% | +769+0.9% | Added |
| Nikko Asset Management Americas, Inc. | 86,070 | $5.68M | 0.06% | −13,058−13.2% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $5.67M | 2.90% | 00.0% | Unchanged |
| Jane Street Group, LLC | 85,938 | $5.67M | 0.01% | −47,209−35.5% | Reduced |
| Brown Brothers Harriman & Co | 85,626 | $5.65M | 0.04% | +1,333+1.6% | Added |
| Banco Santander, S.A. | 85,375 | $5.63M | 0.07% | −672−0.8% | Reduced |
| GWM Advisors LLC | 85,370 | $5.63M | 0.04% | +3,388+4.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 85,253 | $5.62M | 0.20% | −5,646−6.2% | Reduced |
| Ritholtz Wealth Management | 84,224 | $5.55M | 0.17% | +9,585+12.8% | Added |
| Trexquant Investment LP | 84,059 | $5.54M | 0.07% | +9,532+12.8% | Added |
| Cary Street Partner Investment Advisory LLC | 83,924 | $5.53M | 0.20% | −4,366−4.9% | Reduced |
| Naviter Wealth, LLC | 82,503 | $5.44M | 0.76% | +501+0.6% | Added |
| Simplex Trading, LLC | 82,055 | $5.41M | 0.18% | +71,912+709.0% | Added |
| International Assets Investment Management, LLC | 352,649 | $5.35M | 0.02% | +347,314+6,510.1% | Added |
| Hennessy Advisors Inc | 80,900 | $5.34M | 0.17% | 00.0% | Unchanged |
| tru Independence LLC | 79,063 | $5.21M | 1.53% | −911−1.1% | Reduced |
| RSM US Wealth Management LLC | 77,608 | $5.19M | 0.08% | +1,289+1.7% | Added |
| Eldred Rock Partners, LLC | 78,315 | $5.16M | 1.73% | +42,704+119.9% | Added |
| Virtu Financial LLC | 78,148 | $5.15M | 0.28% | +78,148 | New |
| GYL Financial Synergies, LLC | 77,937 | $5.14M | 0.39% | +2,746+3.7% | Added |
| Lazard Asset Management LLC | 76,050 | $5.01M | 0.01% | −249−0.3% | Reduced |
| Quantinno Capital Management LP | 73,709 | $4.86M | 0.06% | +3,184+4.5% | Added |
| Hedges Asset Management LLC | 72,350 | $4.77M | 3.16% | +2,500+3.6% | Added |
| Segall Bryant & Hamill, LLC | 71,194 | $4.70M | 0.06% | +71,194 | New |
| Interval Partners, LP | 70,976 | $4.68M | 0.13% | −13,955−16.4% | Reduced |
| Royce & Associates LP | 70,000 | $4.62M | 0.04% | 00.0% | Unchanged |
| Meritage Portfolio Management | 68,954 | $4.55M | 0.28% | +20,212+41.5% | Added |
| Hiddenite Capital Partners LP | 68,500 | $4.52M | 4.65% | 00.0% | Unchanged |
| Advocate Group LLC | 67,920 | $4.48M | 0.81% | +1,354+2.0% | Added |
| Peapack Gladstone Financial Corp | 67,647 | $4.46M | 0.06% | +1,152+1.7% | Added |
| Bard Financial Services, Inc. | 67,275 | $4.44M | 0.52% | −3,375−4.8% | Reduced |
| Great Valley Advisor Group, Inc. | 67,225 | $4.43M | 0.11% | +14,854+28.4% | Added |
| Fiduciary Trust Co | 66,760 | $4.40M | 0.06% | +7,466+12.6% | Added |
| Blair William & Co | 66,644 | $4.40M | 0.01% | −1,027−1.5% | Reduced |
| Azimuth Capital Investment Management LLC | 66,475 | $4.38M | 0.17% | −1,470−2.2% | Reduced |
| Veriti Management LLC | 66,386 | $4.38M | 0.23% | −837−1.2% | Reduced |
| First Trust Advisors LP | 66,205 | $4.37M | 0.00% | +3,440+5.5% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.36M | 0.35% | −4,000−5.7% | Reduced |
| Altrafin AG | 65,391 | $4.31M | 1.55% | +15,484+31.0% | Added |
| Engineers Gate Manager LP | 65,186 | $4.30M | 0.08% | +37,832+138.3% | Added |
| Employees Retirement System of Texas | 64,510 | $4.25M | 0.04% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 64,385 | $4.25M | 0.35% | +1,341+2.1% | Added |
| Brookmont Capital Management | 64,360 | $4.24M | 2.18% | −2,155−3.2% | Reduced |
| Huntington National Bank | 64,154 | $4.23M | 0.03% | +1,614+2.6% | Added |
| Bremer Bank National Association | 63,136 | $4.16M | 0.79% | −674−1.1% | Reduced |
| Brinker Capital Investments, LLC | 63,004 | $4.16M | 0.04% | +4,074+6.9% | Added |
| Orion Portfolio Solutions, LLC | 63,004 | $4.16M | 0.04% | +4,074+6.9% | Added |
| Beddow Capital Management Inc | 61,916 | $4.08M | 1.67% | +855+1.4% | Added |
| Griffin Asset Management, Inc. | 61,197 | $4.04M | 0.45% | −4,625−7.0% | Reduced |
| Fort Sheridan Advisors LLC | 60,633 | $4.00M | 0.61% | +1,060+1.8% | Added |
| Palogic Value Management, L.P. | 60,482 | $3.99M | 1.59% | −2,155−3.4% | Reduced |
| Atria Investments LLC | 60,425 | $3.99M | 0.05% | −13,026−17.7% | Reduced |
| Exencial Wealth Advisors, LLC | 59,236 | $3.91M | 0.14% | +197+0.3% | Added |
| Gilman Hill Asset Management, LLC | 58,991 | $3.89M | 0.65% | +5,660+10.6% | Added |
| Baker Avenue Asset Management, LP | 58,644 | $3.87M | 0.12% | +227+0.4% | Added |
| Raymond James Trust N.A. | 57,918 | $3.82M | 0.08% | −3,006−4.9% | Reduced |
| Dodge & Cox | 57,613 | $3.80M | 0.00% | −100−0.2% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.80M | 0.15% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 57,431 | $3.80M | 0.00% | +28,544+98.8% | Added |
| IMC-Chicago, LLC | 57,401 | $3.79M | 0.11% | +57,401 | New |
| Deltec Asset Management LLC | 57,204 | $3.77M | 0.74% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 56,768 | $3.75M | 0.10% | −28,008−33.0% | Reduced |
| Kestra Advisory Services, LLC | 56,782 | $3.74M | 0.02% | −10,589−15.7% | Reduced |
| Aviso Financial Inc. | 56,608 | $3.73M | 0.19% | +4,153+7.9% | Added |
| Oppenheimer & Co Inc | 56,560 | $3.73M | 0.06% | −3,446−5.7% | Reduced |
| Deutsche Bank AG | 56,513 | $3.73M | 0.00% | −197−0.3% | Reduced |
| Pittenger & Anderson Inc | 56,135 | $3.70M | 0.14% | +7,240+14.8% | Added |
| Signaturefd, LLC | 56,076 | $3.70M | 0.07% | +487+0.9% | Added |
| Concentric Wealth Management, LLC | 55,991 | $3.69M | 0.90% | −180−0.3% | Reduced |
| Cardinal Capital Management | 55,362 | $3.65M | 0.57% | +418+0.8% | Added |
| Richard P Slaughter Associates Inc | 54,800 | $3.61M | 0.84% | +392+0.7% | Added |
| Bridge Creek Capital Management LLC | 53,318 | $3.52M | 1.06% | −535−1.0% | Reduced |
| CWM, LLC | 52,914 | $3.49M | 0.02% | +4,660+9.7% | Added |
| Weatherly Asset Management L. P. | 52,591 | $3.47M | 0.30% | −884−1.7% | Reduced |
| Inspire Trust Co, N.A. | 52,439 | $3.46M | 0.95% | +11,105+26.9% | Added |
| Vident Advisory, LLC | 50,297 | $3.32M | 0.08% | +10,391+26.0% | Added |
| Americana Partners, LLC | 49,756 | $3.28M | 0.22% | +1,237+2.5% | Added |
| Susquehanna International Securities, Ltd. | 49,636 | $3.27M | 1.09% | +35,500+251.1% | Added |
| Assetmark, Inc | 49,580 | $3.27M | 0.01% | −20,445−29.2% | Reduced |
| Columbia Asset Management | 48,687 | $3.21M | 0.57% | −1,595−3.2% | Reduced |
| Mitchell Capital Management Co | 48,212 | $3.18M | 0.56% | −314−0.6% | Reduced |
| Wetherby Asset Management Inc | 48,171 | $3.18M | 0.15% | −907−1.8% | Reduced |
| Asio Capital, LLC | 47,879 | $3.16M | 0.60% | +1,435+3.1% | Added |
| Park Avenue Securities LLC | 47,538 | $3.13M | 0.04% | −7,877−14.2% | Reduced |
| Reik & Co., LLC | 47,445 | $3.13M | 0.74% | −1,608−3.3% | Reduced |
| Moors & Cabot, Inc. | 46,957 | $3.10M | 0.15% | +70.0% | Added |
| Regions Financial Corp | 46,416 | $3.06M | 0.02% | +3,685+8.6% | Added |
| JCIC Asset Management Inc. | 45,522 | $3.00M | 1.23% | +230+0.5% | Added |