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 |
|---|---|---|---|---|---|
| Pitcairn Co | 45,198 | $2.98M | 0.18% | +4,424+10.9% | Added |
| Cary Street Partners Asset Management LLC | 45,102 | $2.97M | 0.39% | −4,397−8.9% | Reduced |
| Sequoia Financial Advisors, LLC | 45,025 | $2.97M | 0.03% | +9,094+25.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 44,931 | $2.96M | 0.01% | −7,773−14.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 44,050 | $2.91M | 0.32% | −400−0.9% | Reduced |
| Brown Advisory Inc | 43,890 | $2.89M | 0.00% | −6,392−12.7% | Reduced |
| CSS LLC | 43,019 | $2.84M | 0.17% | −18,000−29.5% | Reduced |
| Glass Wealth Management Co LLC | 42,818 | $2.82M | 1.56% | −185−0.4% | Reduced |
| Wambolt & Associates, LLC | 42,164 | $2.82M | 0.77% | +3,577+9.3% | Added |
| Advisors Asset Management, Inc. | 42,469 | $2.80M | 0.05% | −521−1.2% | Reduced |
| Chicago Trust Co NA | 42,374 | $2.79M | 0.48% | +1,156+2.8% | Added |
| Steward Partners Investment Advisory, LLC | 41,869 | $2.76M | 0.03% | +3,315+8.6% | Added |
| Pale Fire Capital SE | 40,925 | $2.70M | 0.42% | −2,171,078−98.1% | Reduced |
| Integrated Wealth Concepts LLC | 40,854 | $2.69M | 0.03% | −709−1.7% | Reduced |
| Scotia Capital Inc. | 40,453 | $2.67M | 0.01% | −149,125−78.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,085 | $2.63M | 0.05% | +18,756+87.9% | Added |
| Campbell & CO Investment Adviser LLC | 39,331 | $2.59M | 0.19% | +28,271+255.6% | Added |
| Cullen/Frost Bankers, Inc. | 39,256 | $2.59M | 0.04% | −122−0.3% | Reduced |
| Commerce Bank | 39,221 | $2.59M | 0.02% | −1,145−2.8% | Reduced |
| Advisors Management Group Inc | 39,194 | $2.58M | 0.61% | −265−0.7% | Reduced |
| Rathbone Brothers plc | 39,478 | $2.58M | 0.01% | −2,913−6.9% | Reduced |
| CIBC Asset Management Inc | 38,894 | $2.57M | 0.01% | +132+0.3% | Added |
| Kanawha Capital Management LLC | 38,889 | $2.56M | 0.19% | −3,074−7.3% | Reduced |
| Quadrant Capital Group LLC | 38,834 | $2.56M | 0.18% | +1,906+5.2% | Added |
| Bryn Mawr Trust Co | 38,690 | $2.55M | 0.05% | +38,690 | New |
| Drexel Morgan & Co. | 38,544 | $2.54M | 0.47% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 38,128 | $2.51M | 0.84% | −582−1.5% | Reduced |
| XTX Topco Ltd | 38,076 | $2.51M | 0.18% | +38,076 | New |
| Frank, Rimerman Advisors LLC | 37,978 | $2.50M | 0.18% | −7,140−15.8% | Reduced |
| Snowden Capital Advisors LLC | 37,529 | $2.48M | 0.07% | −4,266−10.2% | Reduced |
| Atria Wealth Solutions, Inc. | 37,439 | $2.47M | 0.03% | −1,170−3.0% | Reduced |
| Rhumbline Advisers | 37,312 | $2.46M | 0.00% | +2,205+6.3% | Added |
| Yousif Capital Management, LLC | 37,254 | $2.46M | 0.03% | −14,325−27.8% | Reduced |
| Two Sigma Securities, LLC | 37,206 | $2.45M | 0.19% | +24,906+202.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.43M | 0.06% | −32,000−46.5% | Reduced |
| Nelson Capital Management, LLC | 36,724 | $2.42M | 0.41% | +489+1.3% | Added |
| Beacon Pointe Advisors, LLC | 36,656 | $2.42M | 0.03% | −869−2.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,579 | $2.41M | 0.44% | +975+2.7% | Added |
| Continental Advisors LLC | 36,520 | $2.41M | 1.78% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 36,455 | $2.40M | 0.18% | +170.0% | Added |
| HB Wealth Management, LLC | 36,124 | $2.38M | 0.03% | −3,788−9.5% | Reduced |
| Bleakley Financial Group, LLC | 35,964 | $2.37M | 0.07% | −58,192−61.8% | Reduced |
| Lakeview Capital Partners, LLC | 35,856 | $2.36M | 0.38% | +756+2.2% | Added |
| DRW Securities, LLC | 35,850 | $2.36M | 0.13% | −3,150−8.1% | Reduced |
| Mill Capital Management, LLC | 35,823 | $2.36M | 0.18% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 35,715 | $2.36M | 0.04% | +24,454+217.2% | Added |
| NewEdge Wealth, LLC | 35,299 | $2.33M | 0.04% | +3,969+12.7% | Added |
| First Hawaiian Bank | 35,179 | $2.32M | 0.07% | −942−2.6% | Reduced |
| Headlands Technologies LLC | 34,953 | $2.31M | 0.27% | +34,953 | New |
| Dynamic Technology Lab Private Ltd | 34,944 | $2.31M | 0.24% | +34,944 | New |
| Bahl & Gaynor Inc | 34,850 | $2.30M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 31,732 | $2.29M | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 34,276 | $2.26M | 0.02% | +29,019+552.0% | Added |
| Ronald Blue Trust, Inc. | 31,015 | $2.24M | 0.03% | +11,428+58.3% | Added |
| Earnest Partners LLC | 33,739 | $2.23M | 0.01% | +151+0.4% | Added |
| Coppell Advisory Solutions LLC | 33,555 | $2.22M | 0.33% | +2,446+7.9% | Added |
| Ieq Capital, LLC | 33,468 | $2.21M | 0.03% | +125+0.4% | Added |
| BBR Partners, LLC | 33,457 | $2.21M | 0.17% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 33,330 | $2.20M | 0.10% | −2,370−6.6% | Reduced |
| Spears Abacus Advisors LLC | 33,019 | $2.18M | 0.04% | +310+0.9% | Added |
| Seven Eight Capital, LP | 32,914 | $2.17M | 0.19% | +25,069+319.6% | Added |
| Sierra Capital LLC | 32,890 | $2.17M | 0.26% | −2,168−6.2% | Reduced |
| Private Advisor Group, LLC | 32,867 | $2.17M | 0.01% | −2,530−7.1% | Reduced |
| Sterling Capital Management LLC | 32,843 | $2.17M | 0.03% | +32,843 | New |
| Crocodile Capital Partners GmbH | 32,546 | $2.15M | 3.03% | −15,000−31.5% | Reduced |
| SpiderRock Advisors, LLC | 32,494 | $2.14M | 0.05% | +13,127+67.8% | Added |
| ARS Wealth Advisors Group, LLC | 32,295 | $2.13M | 0.26% | −52−0.2% | Reduced |
| GFS Advisors, LLC | 32,085 | $2.12M | 0.45% | +31,509+5,470.3% | Added |
| Altshuler Shaham Ltd | 32,000 | $2.11M | 0.13% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 31,844 | $2.11M | 0.15% | +12,832+67.5% | Added |
| Forum Financial Management, LP | 31,888 | $2.10M | 0.03% | +305+1.0% | Added |
| Octavia Wealth Advisors, LLC | 31,451 | $2.07M | 0.26% | −3,168−9.2% | Reduced |
| Madison Asset Management, LLC | 31,160 | $2.06M | 0.02% | −2,170−6.5% | Reduced |
| Simmons Bank | 31,122 | $2.05M | 0.15% | −109−0.3% | Reduced |
| Harbour Investment Management LLC | 30,715 | $2.03M | 0.90% | +200+0.7% | Added |
| Perigon Wealth Management, LLC | 30,643 | $2.02M | 0.05% | −758−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 30,542 | $2.01M | 0.20% | +7,237+31.1% | Added |
| State Street Corp | 30,462 | $2.01M | 0.00% | −422−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 30,154 | $1.99M | 0.21% | −2,143−6.6% | Reduced |
| Jackson Square Capital, LLC | 30,123 | $1.99M | 0.49% | −41,710−58.1% | Reduced |
| CAPROCK Group, Inc. | 30,072 | $1.98M | 0.07% | +1,012+3.5% | Added |
| Burney Co | 29,833 | $1.97M | 0.07% | −172−0.6% | Reduced |
| Concurrent Investment Advisors, LLC | 29,732 | $1.96M | 0.06% | +3,503+13.4% | Added |
| Brooks, Moore & Associates, Inc. | 29,219 | $1.93M | 1.14% | +101+0.3% | Added |
| Stratos Wealth Partners, LTD. | 29,140 | $1.92M | 0.03% | +7,025+31.8% | Added |
| Caas Capital Management LP | 29,000 | $1.91M | 1.30% | +2,000+7.4% | Added |
| Lester Murray Antman dba SimplyRich | 28,994 | $1.91M | 0.53% | +2,093+7.8% | Added |
| Greenleaf Trust | 28,946 | $1.91M | 0.02% | +10,484+56.8% | Added |
| Roberts Wealth Advisors, LLC | 27,841 | $1.90M | 0.61% | +341+1.2% | Added |
| United Capital Financial Advisers, LLC | 28,769 | $1.90M | 0.02% | +680+2.4% | Added |
| Montag A & Associates Inc | 28,568 | $1.88M | 0.09% | −1,413−4.7% | Reduced |
| Kestra Private Wealth Services, LLC | 28,381 | $1.87M | 0.03% | −13,510−32.3% | Reduced |
| Foster & Motley Inc | 28,353 | $1.87M | 0.12% | −846−2.9% | Reduced |
| Stolper Co | 28,362 | $1.87M | 0.61% | −258−0.9% | Reduced |
| Park National Corp | 27,840 | $1.84M | 0.06% | −1,103−3.8% | Reduced |
| Regatta Capital Group, LLC | 27,752 | $1.83M | 0.36% | +521+1.9% | Added |
| Portside Wealth Group, LLC | 27,680 | $1.83M | 0.31% | −1,847−6.3% | Reduced |
| Phoenix Holdings Ltd. | 27,532 | $1.82M | 0.03% | −25,174−47.8% | Reduced |
| Sentinel Trust Co Lba | 27,520 | $1.81M | 0.21% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 27,318 | $1.80M | 0.08% | −103−0.4% | Reduced |