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 |
|---|---|---|---|---|---|
| Waters Parkerson & Co., LLC | 27,296 | $1.80M | 0.09% | −100−0.4% | Reduced |
| Central Trust Co | 27,199 | $1.79M | 0.04% | +1,785+7.0% | Added |
| Haverford Trust Co | 27,144 | $1.79M | 0.02% | −171−0.6% | Reduced |
| Leavell Investment Management, Inc. | 26,922 | $1.78M | 0.09% | −388−1.4% | Reduced |
| Prosperity Consulting Group, LLC | 26,771 | $1.77M | 0.14% | −2,254−7.8% | Reduced |
| Atomi Financial Group, Inc. | 26,562 | $1.75M | 0.11% | −2,139−7.5% | Reduced |
| Game Creek Capital, LP | 26,500 | $1.75M | 0.94% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 26,342 | $1.74M | 0.13% | +660+2.6% | Added |
| Great Lakes Retirement, Inc. | 26,191 | $1.73M | 0.22% | +806+3.2% | Added |
| Johnson Investment Counsel Inc | 26,130 | $1.72M | 0.02% | +2,370+10.0% | Added |
| Allworth Financial LP | 25,688 | $1.69M | 0.01% | +315+1.2% | Added |
| Wellington Shields Capital Management, LLC | 25,625 | $1.69M | 0.29% | −2,200−7.9% | Reduced |
| HF Advisory Group, LLC | 25,532 | $1.68M | 0.78% | +1,993+8.5% | Added |
| Tandem Capital Management Corp | 25,442 | $1.68M | 0.88% | −1,800−6.6% | Reduced |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.66M | 0.38% | +1,600+6.8% | Added |
| apricus wealth, LLC | 25,210 | $1.66M | 1.10% | +1,640+7.0% | Added |
| Iams Wealth Management, LLC | 25,183 | $1.66M | 0.82% | +647+2.6% | Added |
| Valeo Financial Advisors, LLC | 25,123 | $1.66M | 0.05% | −2,505−9.1% | Reduced |
| TD Private Client Wealth LLC | 25,039 | $1.65M | 0.05% | −5,732−18.6% | Reduced |
| PFG Investments, LLC | 25,001 | $1.65M | 0.11% | −1,722−6.4% | Reduced |
| Chilton Capital Management LLC | 24,484 | $1.61M | 0.07% | +1,081+4.6% | Added |
| Howe & Rusling Inc | 24,479 | $1.61M | 0.14% | +7,345+42.9% | Added |
| Vise Technologies, Inc. | 24,416 | $1.61M | 0.20% | +1,710+7.5% | Added |
| HighPoint Advisor Group LLC | 24,242 | $1.60M | 0.09% | −948−3.8% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.60M | 0.26% | −1,500−5.8% | Reduced |
| Highland Capital Management, LLC | 24,104 | $1.59M | 0.09% | −560−2.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 23,903 | $1.58M | 0.15% | −2,390−9.1% | Reduced |
| 44 Wealth Management LLC | 23,680 | $1.58M | 0.55% | +23,680 | New |
| Checchi Capital Advisers, LLC | 23,793 | $1.57M | 0.12% | +335+1.4% | Added |
| Altman Advisors, Inc. | 23,544 | $1.55M | 0.69% | +349+1.5% | Added |
| Hartree Partners, LP | 23,500 | $1.55M | 0.45% | +3,340+16.6% | Added |
| King Luther Capital Management Corp | 23,397 | $1.54M | 0.01% | −435−1.8% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 23,251 | $1.53M | 0.05% | +1,321+6.0% | Added |
| Sendero Wealth Management, LLC | 23,220 | $1.53M | 0.24% | +1,915+9.0% | Added |
| Mesirow Financial Investment Management, Inc. | 23,177 | $1.53M | 0.03% | −98−0.4% | Reduced |
| Financial Counselors Inc | 23,088 | $1.52M | 0.02% | +363+1.6% | Added |
| Lowe Brockenbrough & Co Inc | 23,081 | $1.52M | 0.10% | +298+1.3% | Added |
| Bollard Group LLC | 22,994 | $1.52M | 0.04% | +14,296+164.4% | Added |
| SCP Investment, LP | 22,900 | $1.51M | 1.10% | −5,900−20.5% | Reduced |
| Shufro Rose & Co LLC | 20,850 | $1.50M | 0.12% | 00.0% | Unchanged |
| Lido Advisors, LLC | 22,686 | $1.50M | 0.01% | +2,157+10.5% | Added |
| HSBC Holdings PLC | 22,483 | $1.48M | 0.00% | −19,737−46.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 22,468 | $1.48M | 0.04% | +416+1.9% | Added |
| Clearstead Advisors, LLC | 22,465 | $1.48M | 0.02% | −268−1.2% | Reduced |
| Excalibur Management Corp | 22,408 | $1.48M | 0.56% | −234−1.0% | Reduced |
| Portland Global Advisors LLC | 22,265 | $1.47M | 0.18% | −2,015−8.3% | Reduced |
| Wesbanco Bank Inc | 22,137 | $1.46M | 0.05% | −417−1.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,117 | $1.46M | 0.34% | −390−1.7% | Reduced |
| Apollon Wealth Management, LLC | 22,030 | $1.45M | 0.04% | +2,766+14.4% | Added |
| Level Four Advisory Services, LLC | 21,504 | $1.45M | 0.06% | −1,263−5.5% | Reduced |
| Daymark Wealth Partners, LLC | 21,960 | $1.45M | 0.06% | +958+4.6% | Added |
| Confluence Investment Management LLC | 21,940 | $1.45M | 0.02% | −663−2.9% | Reduced |
| Whittier Trust Co | 21,851 | $1.44M | 0.02% | +791+3.8% | Added |
| Parallel Advisors, LLC | 21,716 | $1.43M | 0.03% | +2,063+10.5% | Added |
| GM Advisory Group, Inc. | 21,709 | $1.43M | 0.09% | −516−2.3% | Reduced |
| Greystone Financial Group, LLC | 21,686 | $1.43M | 0.26% | −68−0.3% | Reduced |
| Sowell Financial Services LLC | 21,688 | $1.43M | 0.07% | −218−1.0% | Reduced |
| Childress Capital Advisors, LLC | 21,469 | $1.42M | 0.38% | −21−0.1% | Reduced |
| AQR Capital Management LLC | 21,346 | $1.41M | 0.00% | −355−1.6% | Reduced |
| Inscription Capital, LLC | 21,249 | $1.40M | 0.21% | +726+3.5% | Added |
| Cullen Investment Group, Ltd. | 21,146 | $1.39M | 0.21% | −1,888−8.2% | Reduced |
| Mission Wealth Management, LP | 21,145 | $1.39M | 0.03% | +1,871+9.7% | Added |
| Vestmark Advisory Solutions, Inc. | 21,053 | $1.39M | 0.05% | −210−1.0% | Reduced |
| Herold Advisors, Inc. | 21,022 | $1.39M | 0.30% | +80.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.38M | 0.39% | −68−0.3% | Reduced |
| Jarislowsky, Fraser Ltd | 20,902 | $1.38M | 0.01% | −350−1.6% | Reduced |
| Ellsworth Advisors, LLC | 20,885 | $1.38M | 0.36% | +3,239+18.4% | Added |
| Solstein Capital, LLC | 20,649 | $1.36M | 0.72% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 20,549 | $1.36M | 0.41% | −465−2.2% | Reduced |
| Epoch Investment Partners, Inc. | 20,521 | $1.35M | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 20,459 | $1.35M | 0.12% | +1,455+7.7% | Added |
| Hantz Financial Services, Inc. | 20,353 | $1.34M | 0.02% | −544−2.6% | Reduced |
| Tower Research Capital LLC (TRC) | 20,329 | $1.34M | 0.04% | +20,329 | New |
| Caldwell Trust Co | 20,285 | $1.34M | 0.14% | +2,837+16.3% | Added |
| West Family Investments, Inc. | 20,139 | $1.33M | 0.45% | +858+4.4% | Added |
| Hilltop Holdings Inc. | 20,030 | $1.32M | 0.09% | +4,085+25.6% | Added |
| Quest Investment Management LLC | 20,000 | $1.32M | 0.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 19,949 | $1.32M | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,431 | $1.31M | 0.04% | −3,793−16.3% | Reduced |
| Cowa, LLC | 19,697 | $1.30M | 0.62% | +75+0.4% | Added |
| Garrett Wealth Advisory Group, LLC | 19,606 | $1.29M | 0.32% | +6,391+48.4% | Added |
| American Capital Advisory, LLC | 19,595 | $1.29M | 0.75% | −1,981−9.2% | Reduced |
| Recurrent Investment Advisors LLC | 129,346 | $1.29M | 0.13% | −23,931−15.6% | Reduced |
| Israel Discount Bank of New York | 19,429 | $1.28M | 1.91% | −106−0.5% | Reduced |
| Hilltop National Bank | 19,353 | $1.28M | 0.39% | +1,028+5.6% | Added |
| Pingora Partners LLC | 19,345 | $1.28M | 0.90% | −200−1.0% | Reduced |
| Red Spruce Capital, LLC | 19,344 | $1.28M | 0.58% | −452−2.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 19,322 | $1.27M | 0.07% | +2,500+14.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,968 | $1.26M | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,076 | $1.26M | 0.37% | −381−2.0% | Reduced |
| Glenview Trust Co | 18,790 | $1.24M | 0.02% | +19+0.1% | Added |
| Stock Yards Bank & Trust Co | 18,405 | $1.21M | 0.04% | −871−4.5% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.21M | 0.31% | 00.0% | Unchanged |
| Prudential Financial Inc | 18,232 | $1.20M | 0.00% | −7,998−30.5% | Reduced |
| Fidelis Capital Partners, LLC | 18,029 | $1.20M | 0.14% | +1,402+8.4% | Added |
| Principal Securities, Inc. | 17,957 | $1.18M | 0.03% | −262−1.4% | Reduced |
| Navellier & Associates Inc | 17,646 | $1.16M | 0.16% | −776−4.2% | Reduced |
| SOL Capital Management CO | 17,528 | $1.16M | 0.13% | −125−0.7% | Reduced |
| Donoghue Forlines LLC | 17,398 | $1.15M | 0.33% | +1,437+9.0% | Added |
| Dynamic Advisor Solutions LLC | 17,394 | $1.15M | 0.03% | −798−4.4% | Reduced |