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 |
|---|---|---|---|---|---|
| Rodgers Brothers Inc. | 17,375 | $1.15M | 0.15% | +200+1.2% | Added |
| Banco de Sabadell, S.A | 17,284 | $1.14M | 0.86% | −2,748−13.7% | Reduced |
| Hunter Associates Investment Management LLC | 17,217 | $1.14M | 0.18% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 17,240 | $1.14M | 0.09% | −177−1.0% | Reduced |
| Texas Yale Capital Corp. | 17,158 | $1.13M | 0.05% | +4,050+30.9% | Added |
| Voya Investment Management LLC | 17,090 | $1.13M | 0.00% | −165,432−90.6% | Reduced |
| Royal London Asset Management Ltd | 17,033 | $1.12M | 0.00% | −52,684−75.6% | Reduced |
| Henshaw Capital LLC | 16,903 | $1.11M | 0.05% | +11,577+217.4% | Added |
| Next Level Private LLC | 16,898 | $1.11M | 0.46% | +26+0.2% | Added |
| Denali Advisors LLC | 16,819 | $1.11M | 0.12% | +16,819 | New |
| Sweeney & Michel, LLC | 16,545 | $1.11M | 0.44% | −29,393−64.0% | Reduced |
| Integrated Advisors Network LLC | 16,779 | $1.11M | 0.05% | +55+0.3% | Added |
| Howland Capital Management LLC | 16,750 | $1.10M | 0.05% | −2,200−11.6% | Reduced |
| Bogart Wealth, LLC | 16,746 | $1.10M | 0.05% | +87+0.5% | Added |
| EP Wealth Advisors, LLC | 16,713 | $1.10M | 0.01% | +3,087+22.7% | Added |
| Prime Capital Investment Advisors, LLC | 16,659 | $1.10M | 0.02% | +30.0% | Added |
| Nicholas Hoffman & Company, LLC. | 16,602 | $1.09M | 0.05% | −170−1.0% | Reduced |
| Baker Ellis Asset Management LLC | 16,600 | $1.09M | 0.15% | +400+2.5% | Added |
| Bright Futures Wealth Management, LLC. | 16,461 | $1.08M | 0.52% | +5,097+44.9% | Added |
| Independent Advisor Alliance | 16,355 | $1.08M | 0.04% | −827−4.8% | Reduced |
| Auxier Asset Management | 16,346 | $1.08M | 0.16% | 00.0% | Unchanged |
| Old National Bancorp | 16,298 | $1.07M | 0.02% | −3,605−18.1% | Reduced |
| Crescent Sterling, Ltd. | 16,288 | $1.07M | 1.02% | −1,189−6.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 16,286 | $1.07M | 0.24% | −693−4.1% | Reduced |
| Aaron Wealth Advisors | 16,267 | $1.07M | 0.13% | +3,858+31.1% | Added |
| Osborne Partners Capital Management, LLC | 16,248 | $1.07M | 0.06% | 00.0% | Unchanged |
| Axiom Advisory, LLC | 15,104 | $1.07M | 0.01% | +7,075+88.1% | Added |
| Allspring Global Investments Holdings, LLC | 16,181 | $1.07M | 0.00% | +5,050+45.4% | Added |
| Wedbush Securities Inc | 16,125 | $1.06M | 0.04% | −406−2.5% | Reduced |
| Kingsview Wealth Management, LLC | 16,105 | $1.06M | 0.02% | +1,158+7.7% | Added |
| Main Street Financial Solutions, LLC | 16,101 | $1.06M | 0.10% | −436−2.6% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.05M | 0.22% | 00.0% | Unchanged |
| MAI Capital Management | 15,921 | $1.05M | 0.01% | −10,017−38.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,775 | $1.04M | 0.02% | +300+1.9% | Added |
| Alhambra Investment Partners LLC | 15,756 | $1.04M | 0.54% | +5,696+56.6% | Added |
| Koshinski Asset Management, Inc. | 15,674 | $1.03M | 0.09% | −52−0.3% | Reduced |
| Savant Capital, LLC | 15,609 | $1.03M | 0.01% | +15,609 | New |
| Perpetual Ltd | 15,594 | $1.03M | 0.01% | +300+2.0% | Added |
| Crewe Advisors LLC | 15,401 | $1.02M | 0.12% | 00.0% | Unchanged |
| Mather Group, LLC. | 15,174 | $1.00M | 0.01% | −476−3.0% | Reduced |
| Bank Ozk | 15,059 | $993.1K | 0.41% | −47−0.3% | Reduced |
| Flagship Harbor Advisors, LLC | 14,743 | $972.3K | 0.05% | +962+7.0% | Added |
| Cyndeo Wealth Partners, LLC | 14,681 | $968.2K | 0.07% | −28−0.2% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $966.6K | 0.02% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 14,605 | $963.2K | 0.03% | −1,396−8.7% | Reduced |
| Syon Capital LLC | 14,584 | $961.8K | 0.09% | +2,306+18.8% | Added |
| American Financial Group Inc | 14,500 | $956.0K | 0.41% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14,454 | $953.3K | 0.03% | −4,622−24.2% | Reduced |
| Manufacturers Life Insurance Company, The | 14,423 | $951.2K | 0.00% | −2,742−16.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,418 | $950.9K | 0.05% | +619+4.5% | Added |
| Wealthspire Advisors, LLC | 14,314 | $944.0K | 0.01% | −2,127−12.9% | Reduced |
| Congress Wealth Management LLC | 14,306 | $943.5K | 0.01% | +8,276+137.2% | Added |
| CWA Asset Management Group, LLC | 14,163 | $934.1K | 0.05% | +14,163 | New |
| Chesley Taft & Associates LLC | 14,155 | $933.5K | 0.04% | −60−0.4% | Reduced |
| Radnor Capital Management, LLC | 14,095 | $930.0K | 0.14% | +14,095 | New |
| HBK Sorce Advisory LLC | 14,073 | $928.1K | 0.03% | −1,193−7.8% | Reduced |
| Ballentine Partners, LLC | 14,061 | $927.3K | 0.02% | +2,713+23.9% | Added |
| Credit Capital Investments LLC | 14,000 | $923.3K | 1.14% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 13,961 | $920.7K | 0.09% | +129+0.9% | Added |
| Absher Wealth Management, LLC | 13,955 | $920.3K | 0.12% | −2,108−13.1% | Reduced |
| DMG Group, LLC | 13,899 | $916.6K | 0.74% | +20+0.1% | Added |
| Miracle Mile Advisors, LLC | 13,784 | $909.0K | 0.02% | −383−2.7% | Reduced |
| Lee Danner & Bass Inc | 13,703 | $904.0K | 0.06% | +147+1.1% | Added |
| Legacy Financial Advisors, Inc. | 13,693 | $903.1K | 0.15% | −271−1.9% | Reduced |
| Sage Rhino Capital LLC | 13,652 | $900.4K | 0.20% | +28+0.2% | Added |
| Hayek Kallen Investment Management | 13,634 | $899.0K | 0.32% | +18+0.1% | Added |
| Umb Bank N A | 13,582 | $895.7K | 0.01% | −844−5.9% | Reduced |
| GTS Securities LLC | 13,519 | $891.6K | 0.02% | −14,310−51.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 13,482 | $889.1K | 0.00% | +5,104+60.9% | Added |
| Mutual Advisors, LLC | 13,361 | $887.3K | 0.03% | +66+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 13,379 | $882.3K | 0.01% | −16,821−55.7% | Reduced |
| Susquehanna International Group, LLP | 13,231 | $872.6K | 0.00% | +5,237+65.5% | Added |
| Catalina Capital Group, LLC | 13,139 | $866.5K | 0.29% | +9,678+279.6% | Added |
| Intrua Financial, LLC | 13,106 | $864.3K | 0.14% | −364−2.7% | Reduced |
| TCTC Holdings, LLC | 13,066 | $861.7K | 0.03% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,004 | $858.0K | 0.00% | +2,612+25.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $857.0K | 0.01% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 12,934 | $853.0K | 0.17% | +5,365+70.9% | Added |
| Tiaa Trust, National Association | 12,843 | $847.0K | 0.00% | −949−6.9% | Reduced |
| Glen Eagle Advisors, LLC | 12,773 | $842.4K | 0.14% | +593+4.9% | Added |
| Lake Street Advisors Group, LLC | 12,748 | $840.7K | 0.04% | −128−1.0% | Reduced |
| Toronto Dominion Bank | 12,735 | $839.9K | 0.00% | −808−6.0% | Reduced |
| Gratus Wealth Advisors, LLC | 11,939 | $838.5K | 0.14% | +1,136+10.5% | Added |
| NVWM, LLC | 12,711 | $838.3K | 0.21% | −64−0.5% | Reduced |
| Independent Financial Group, LLC | 12,683 | $836.5K | 0.03% | −196−1.5% | Reduced |
| First National Bank of Omaha | 12,677 | $836.0K | 0.05% | −100−0.8% | Reduced |
| James Investment Research Inc | 12,614 | $831.9K | 0.10% | +682+5.7% | Added |
| Pacific Global Investment Management CO | 12,545 | $827.3K | 0.15% | −437−3.4% | Reduced |
| Profund Advisors LLC | 12,510 | $825.0K | 0.03% | −1,887−13.1% | Reduced |
| EPG Wealth Management LLC | 12,496 | $824.1K | 0.21% | +12,496 | Added |
| Arkadios Wealth Advisors | 12,462 | $821.8K | 0.05% | −2,971−19.3% | Reduced |
| Marks Group Wealth Management, Inc | 12,415 | $818.8K | 0.08% | +257+2.1% | Added |
| AE Wealth Management LLC | 12,315 | $812.2K | 0.01% | +209+1.7% | Added |
| J.W. Cole Advisors, Inc. | 12,259 | $808.4K | 0.03% | −602−4.7% | Reduced |
| Hudson Portfolio Management LLC | 12,250 | $807.9K | 0.79% | +12,250 | New |
| Bayesian Capital Management, LP | 12,200 | $804.6K | 0.09% | +12,200 | New |
| Coldstream Capital Management Inc | 12,183 | $803.4K | 0.02% | +1,240+11.3% | Added |
| Busey Wealth Management | 12,102 | $798.1K | 0.03% | −2,795−18.8% | Reduced |
| Permanens Capital L.P. | 12,081 | $796.7K | 0.16% | +12,081 | New |
| Sage Mountain Advisors LLC | 12,014 | $792.3K | 0.07% | +5,034+72.1% | Added |