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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 11,985 | $790.4K | 0.02% | +547+4.8% | Added |
| One Wealth Advisors, LLC | 11,961 | $788.8K | 0.12% | −28−0.2% | Reduced |
| Norden Group LLC | 11,913 | $785.6K | 0.09% | +1,612+15.6% | Added |
| Eagle Asset Management Inc | 11,708 | $785.1K | 0.00% | +1,125+10.6% | Added |
| IHT Wealth Management, LLC | 11,872 | $783.4K | 0.02% | +5,815+96.0% | Added |
| Mount Yale Investment Advisors, LLC | 11,851 | $781.6K | 0.08% | −20,661−63.5% | Reduced |
| Wedmont Private Capital | 11,086 | $778.6K | 0.04% | +1,023+10.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,765 | $775.9K | 0.11% | −2,864−19.6% | Reduced |
| Schnieders Capital Management LLC | 11,760 | $775.6K | 0.15% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 11,751 | $775.0K | 0.10% | −551−4.5% | Reduced |
| Principal Street Partners, LLC | 10,703 | $771.7K | 0.13% | +5,281+97.4% | Added |
| Mairs & Power Inc | 11,604 | $765.3K | 0.01% | −2,316−16.6% | Reduced |
| Evoke Wealth, LLC | 11,599 | $765.0K | 0.02% | +11,599 | New |
| Pin Oak Investment Advisors Inc | 11,573 | $763.0K | 0.69% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 11,521 | $759.8K | 0.03% | +189+1.7% | Added |
| Security National Bank of Sioux City Iowa | 11,450 | $755.1K | 0.46% | +11,450 | New |
| First Horizon Advisors, Inc. | 11,425 | $753.5K | 0.02% | +328+3.0% | Added |
| StrongBox Wealth, LLC | 11,405 | $752.2K | 0.32% | +841+8.0% | Added |
| Ingalls & Snyder LLC | 11,393 | $751.0K | 0.03% | −3,850−25.3% | Reduced |
| TrinityPoint Wealth, LLC | 11,361 | $749.3K | 0.11% | +353+3.2% | Added |
| Capital Investment Advisors, LLC | 11,260 | $742.6K | 0.02% | −128−1.1% | Reduced |
| GeoWealth Management, LLC | 11,188 | $737.8K | 0.03% | −1,128−9.2% | Reduced |
| MidWestOne Financial Group, Inc. | 11,143 | $734.9K | 0.10% | −2,452−18.0% | Reduced |
| Aull & Monroe Investment Management Corp | 11,130 | $734.0K | 0.34% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 11,120 | $733.4K | 0.10% | +66+0.6% | Added |
| Birmingham Capital Management Co Inc | 11,078 | $730.6K | 0.27% | +1,113+11.2% | Added |
| Quinn Opportunity Partners LLC | 11,000 | $725.5K | 0.07% | −14,000−56.0% | Reduced |
| First Manhattan Co | 10,967 | $723.3K | 0.00% | +85+0.8% | Added |
| John G Ullman & Associates Inc | 10,900 | $718.9K | 0.10% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 10,826 | $714.0K | 0.07% | −123−1.1% | Reduced |
| Northeast Investment Management | 10,802 | $712.4K | 0.03% | −5,000−31.6% | Reduced |
| Finivi Inc. | 10,786 | $711.4K | 0.58% | +37+0.3% | Added |
| GW Henssler & Associates Ltd | 10,727 | $707.4K | 0.04% | −25−0.2% | Reduced |
| Shoker Investment Counsel, Inc. | 10,663 | $703.3K | 0.24% | −1,827−14.6% | Reduced |
| Smartleaf Asset Management LLC | 10,621 | $702.2K | 0.09% | +6,717+172.1% | Added |
| BKD Wealth Advisors, LLC | 10,610 | $699.8K | 0.02% | +2,940+38.3% | Added |
| Proequities, Inc. | 10,605 | $699.4K | 0.04% | −413−3.7% | Reduced |
| Horizon Investments, LLC | 10,603 | $699.3K | 0.02% | −74−0.7% | Reduced |
| Net Worth Advisory Group | 10,574 | $697.3K | 0.21% | +10,574 | New |
| Trust Point Inc. | 10,551 | $695.8K | 0.05% | +448+4.4% | Added |
| Private Capital Management, LLC | 10,500 | $692.5K | 0.08% | +1,476+16.4% | Added |
| Diversified Trust Co | 10,488 | $691.7K | 0.02% | −30−0.3% | Reduced |
| Private Trust Co NA | 10,484 | $691.4K | 0.07% | −327−3.0% | Reduced |
| Simon Quick Advisors, LLC | 10,452 | $689.3K | 0.04% | +2,352+29.0% | Added |
| Henry James International Management, Inc. | 10,387 | $685.0K | 0.24% | 00.0% | Unchanged |
| Intrust Bank NA | 10,383 | $684.8K | 0.07% | +294+2.9% | Added |
| Sigma Planning Corp | 10,367 | $683.7K | 0.02% | −523−4.8% | Reduced |
| Schulhoff & Co Inc | 10,367 | $683.7K | 0.29% | +275+2.7% | Added |
| Investors Research Corp | 10,357 | $683.0K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,311 | $680.0K | 0.07% | +388+3.9% | Added |
| Kovitz Investment Group Partners, LLC | 14,015 | $679.6K | 0.00% | −147−1.0% | Reduced |
| Bradley Foster & Sargent Inc | 10,296 | $679.0K | 0.01% | −83−0.8% | Reduced |
| Meridian Wealth Management, LLC | 10,283 | $678.2K | 0.03% | +10,283 | New |
| WESPAC Advisors, LLC | 10,283 | $678.2K | 0.50% | +1,466+16.6% | Added |
| Great Diamond Partners, LLC | 10,228 | $674.5K | 0.17% | −1,766−14.7% | Reduced |
| Benjamin Edwards Inc | 10,171 | $670.7K | 0.01% | +10,171 | New |
| Qtron Investments LLC | 10,157 | $669.9K | 0.09% | +22+0.2% | Added |
| Wealth Alliance | 10,152 | $669.5K | 0.08% | −434−4.1% | Reduced |
| Archetype Wealth Partners | 10,105 | $666.0K | 0.10% | −906−8.2% | Reduced |
| Trust Co of Vermont | 10,040 | $662.1K | 0.03% | 00.0% | Unchanged |
| Davis R M Inc | 10,040 | $662.1K | 0.01% | +3,920+64.1% | Added |
| Northwest Capital Management Inc | 10,000 | $659.5K | 0.24% | 00.0% | Unchanged |
| U S Global Investors Inc | 10,000 | $659.5K | 0.06% | +10,000 | New |
| PDS Planning, Inc | 9,934 | $655.2K | 0.06% | +978+10.9% | Added |
| Penbrook Management LLC | 9,900 | $652.9K | 0.42% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,897 | $652.7K | 0.17% | 00.0% | Unchanged |
| Bank of Hawaii | 9,883 | $651.8K | 0.03% | +33+0.3% | Added |
| Garda Capital Partners LP | 9,841 | $649.0K | 0.16% | +9,841 | New |
| 180 Wealth Advisors, LLC | 9,834 | $648.6K | 0.10% | +63+0.6% | Added |
| Crestwood Advisors Group LLC | 9,813 | $647.2K | 0.01% | +4,196+74.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,802 | $646.5K | 0.00% | −228−2.3% | Reduced |
| W Advisors, LLC | 9,764 | $643.9K | 0.40% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 9,723 | $641.2K | 0.01% | +79+0.8% | Added |
| Smithfield Trust Co | 9,674 | $640.0K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,695 | $639.4K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9,675 | $638.0K | 0.05% | −157−1.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,673 | $637.9K | 0.13% | −1,013−9.5% | Reduced |
| Nwam LLC | 9,645 | $636.1K | 0.04% | +9,645 | New |
| Clarius Group, LLC | 9,626 | $632.9K | 0.04% | −3,245−25.2% | Reduced |
| Verdence Capital Advisors LLC | 9,595 | $632.8K | 0.05% | +603+6.7% | Added |
| Warren Averett Asset Management, LLC | 9,587 | $632.3K | 0.01% | −270−2.7% | Reduced |
| Eastern Bank | 9,551 | $629.9K | 0.01% | +9,551 | New |
| Moneta Group Investment Advisors LLC | 9,541 | $629.2K | 0.01% | −1,710−15.2% | Reduced |
| Fruth Investment Management | 9,548 | $629.0K | 0.16% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,525 | $628.2K | 0.15% | +9+0.1% | Added |
| 9258 Wealth Management, LLC | 9,431 | $622.0K | 0.09% | −632−6.3% | Reduced |
| NBT Bank N A | 9,425 | $621.6K | 0.04% | −125−1.3% | Reduced |
| BKM Wealth Management, LLC | 9,421 | $621.3K | 0.25% | +1,093+13.1% | Added |
| First Wilshire Securities Management Inc | 9,365 | $618.0K | 0.17% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,357 | $617.1K | 0.01% | +229+2.5% | Added |
| Harmony Asset Management LLC | 9,307 | $613.8K | 0.23% | −1,000−9.7% | Reduced |
| MSH Capital Advisors LLC | 9,285 | $612.3K | 0.19% | +5+0.1% | Added |
| Lebenthal Global Advisors, LLC | 9,276 | $611.8K | 0.12% | +1,289+16.1% | Added |
| Elevated Capital Advisors, LLC | 9,259 | $610.6K | 0.16% | −500−5.1% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $610.0K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $610.0K | 0.10% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 9,175 | $605.1K | 0.27% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 8,308 | $599.7K | 0.44% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,062 | $597.6K | 0.02% | +691+8.3% | Added |