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 |
|---|---|---|---|---|---|
| Farmers & Merchants Investments Inc | 9,055 | $597.2K | 0.02% | −2,000−18.1% | Reduced |
| Core Wealth Partners LLC | 9,050 | $596.8K | 0.36% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 9,010 | $594.2K | 0.27% | +308+3.5% | Added |
| Beverly Hills Private Wealth, LLC | 8,913 | $587.8K | 0.12% | −946−9.6% | Reduced |
| Harrell Investment Partners, LLC | 8,909 | $587.6K | 0.17% | +36+0.4% | Added |
| Crescent Grove Advisors, LLC | 8,835 | $582.7K | 0.06% | +1,531+21.0% | Added |
| Pictet Bank & Trust Ltd | 8,750 | $577.1K | 0.58% | −120−1.4% | Reduced |
| Farther Finance Advisors, LLC | 8,706 | $574.1K | 0.02% | +756+9.5% | Added |
| Baldwin Investment Management, LLC | 8,682 | $572.6K | 0.07% | −337−3.7% | Reduced |
| Summit Trail Advisors, LLC | 8,670 | $571.8K | 0.01% | −39−0.4% | Reduced |
| Diligent Investors, LLC | 8,628 | $569.0K | 0.13% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 8,605 | $567.5K | 0.16% | −8−0.1% | Reduced |
| Hancock Whitney Corp | 8,580 | $565.9K | 0.02% | +114+1.3% | Added |
| Wealthcare Advisory Partners LLC | 8,576 | $565.6K | 0.02% | +959+12.6% | Added |
| Wrapmanager Inc | 8,545 | $563.5K | 0.15% | −330−3.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $563.2K | 0.35% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,502 | $561.0K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 8,412 | $554.7K | 0.33% | +609+7.8% | Added |
| Philadelphia Trust Co | 8,399 | $554.0K | 0.04% | +49+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $553.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,358 | $551.2K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 8,353 | $550.9K | 0.01% | +1,177+16.4% | Added |
| Cardiff Park Advisors, LLC | 8,345 | $550.3K | 0.05% | +64+0.8% | Added |
| Kovack Advisors, Inc. | 8,328 | $549.3K | 0.06% | −286−3.3% | Reduced |
| Change Path, LLC | 8,324 | $549.0K | 0.02% | +417+5.3% | Added |
| Ignite Planners, LLC | 8,320 | $548.7K | 0.13% | +22+0.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,293 | $546.9K | 0.15% | +47+0.6% | Added |
| Leibman Financial Services, Inc. | 8,272 | $545.6K | 0.39% | −524−6.0% | Reduced |
| Hardin Capital Partners, LLC | 7,965 | $543.8K | 0.31% | −617−7.2% | Reduced |
| Broadwater Capital Management LLC | 8,236 | $543.2K | 0.40% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,210 | $541.5K | 0.26% | +64+0.8% | Added |
| Estabrook Capital Management | 8,124 | $535.8K | 0.08% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 8,032 | $529.7K | 0.13% | +97+1.2% | Added |
| Orion Investment Co | 8,005 | $527.9K | 0.21% | 00.0% | Unchanged |
| Apexium Financial, LP | 7,986 | $526.7K | 0.03% | −25−0.3% | Reduced |
| Motco | 7,972 | $525.8K | 0.05% | −98−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 7,970 | $525.6K | 0.08% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 7,950 | $524.3K | 0.04% | −743−8.5% | Reduced |
| Harbour Investments, Inc. | 7,897 | $520.8K | 0.02% | −718−8.3% | Reduced |
| Ameritas Advisory Services, LLC | 7,892 | $520.5K | 0.02% | −3,528−30.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,889 | $520.3K | 0.01% | +196+2.5% | Added |
| Harbour Capital Advisors, LLC | 7,590 | $517.8K | 0.12% | −415−5.2% | Reduced |
| Ellerson Group Inc | 7,851 | $517.8K | 0.41% | +1,200+18.0% | Added |
| Dearborn Partners LLC | 7,849 | $517.7K | 0.02% | −244−3.0% | Reduced |
| Welch & Forbes LLC | 7,836 | $516.8K | 0.01% | −2,284−22.6% | Reduced |
| Callan Capital, LLC | 7,787 | $513.6K | 0.04% | +1,460+23.1% | Added |
| Holistic Planning, LLC | 7,785 | $513.4K | 0.22% | +2,725+53.9% | Added |
| Howard Capital Management Inc. | 7,772 | $512.6K | 0.01% | +2,267+41.2% | Added |
| Seed Wealth Management, Inc. | 7,765 | $512.1K | 0.41% | −300−3.7% | Reduced |
| Albert D Mason Inc | 7,741 | $510.5K | 0.33% | +35+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 7,737 | $510.3K | 0.01% | +234+3.1% | Added |
| Councilmark Asset Management, LLC | 7,725 | $509.5K | 0.34% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,721 | $509.2K | 0.05% | −390−4.8% | Reduced |
| Bruce G. Allen Investments, LLC | 7,687 | $507.0K | 0.39% | −96−1.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,670 | $505.9K | 0.14% | +2,233+41.1% | Added |
| Spire Wealth Management | 7,668 | $505.7K | 0.02% | +46+0.6% | Added |
| Puzo Michael J | 7,650 | $504.5K | 0.13% | −3,100−28.8% | Reduced |
| Woodmont Investment Counsel LLC | 7,638 | $503.7K | 0.04% | −1,120−12.8% | Reduced |
| Aptus Capital Advisors, LLC | 7,606 | $501.6K | 0.01% | −216−2.8% | Reduced |
| Fox Run Management, L.L.C. | 7,569 | $499.2K | 0.11% | +7,569 | New |
| Pullen Investment Management, LLC | 7,565 | $498.9K | 0.36% | +70+0.9% | Added |
| Swiss Life Asset Management Ltd | 7,540 | $497.3K | 0.01% | −1,910−20.2% | Reduced |
| Romano Brothers and Company | 7,534 | $496.9K | 0.06% | −250−3.2% | Reduced |
| Global Retirement Partners, LLC | 7,508 | $495.1K | 0.01% | −2,436−24.5% | Reduced |
| Plancorp, LLC | 7,483 | $493.5K | 0.02% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 7,408 | $488.6K | 0.00% | −150−2.0% | Reduced |
| Waldron Private Wealth LLC | 7,356 | $485.1K | 0.02% | +3,187+76.4% | Added |
| Cullinan Associates Inc | 7,200 | $483.6K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 7,320 | $482.7K | 0.06% | +49+0.7% | Added |
| Guggenheim Capital LLC | 7,309 | $482.0K | 0.00% | −9,712−57.1% | Reduced |
| West Oak Capital, LLC | 7,305 | $481.8K | 0.09% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 7,297 | $481.2K | 0.08% | −4,538−38.3% | Reduced |
| Equitable Holdings, Inc. | 7,295 | $481.1K | 0.00% | −6−0.1% | Reduced |
| Encompass More Asset Management | 7,294 | $481.0K | 0.18% | +3,273+81.4% | Added |
| Capital Advisors Inc | 7,268 | $479.4K | 0.01% | +1,846+34.0% | Added |
| AlTi Global, Inc. | 7,268 | $479.3K | 0.01% | +148+2.1% | Added |
| RMB Capital Management, LLC | 7,209 | $475.4K | 0.01% | +37+0.5% | Added |
| Tucker Asset Management LLC | 7,188 | $474.0K | 0.11% | +1,021+16.6% | Added |
| Greenwood Gearhart Inc | 7,173 | $473.1K | 0.04% | −264−3.5% | Reduced |
| Parsons Capital Management Inc | 7,121 | $469.6K | 0.03% | −65−0.9% | Reduced |
| Rothschild Investment LLC | 7,118 | $469.4K | 0.03% | +191+2.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 7,084 | $468.0K | 0.00% | +7,084 | New |
| Summitry LLC | 7,085 | $467.2K | 0.02% | +1,815+34.4% | Added |
| Select Asset Management & Trust | 7,074 | $467.0K | 0.17% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,074 | $466.5K | 0.06% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,026 | $463.5K | 0.00% | 00.0% | Unchanged |
| GQG Partners LLC | 7,015 | $462.6K | 0.00% | −3,111,492−99.8% | Reduced |
| Westover Capital Advisors, LLC | 7,000 | $461.6K | 0.09% | 00.0% | Unchanged |
| National Philanthropic Trust | 6,994 | $461.3K | 0.01% | −966−12.1% | Reduced |
| Lindbrook Capital, LLC | 6,921 | $456.4K | 0.04% | −589−7.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,910 | $455.7K | 0.11% | 00.0% | Unchanged |
| Community Bank of Raymore | 6,900 | $455.1K | 0.34% | −250−3.5% | Reduced |
| Principle Wealth Partners LLC | 6,865 | $452.7K | 0.03% | +200+3.0% | Added |
| Adviser Investments LLC | 6,821 | $449.8K | 0.01% | +10.0% | Added |
| Peregrine Asset Advisers, Inc. | 6,819 | $449.7K | 0.16% | +1,125+19.8% | Added |
| Beacon Capital Management, LLC | 6,815 | $449.4K | 0.06% | +660+10.7% | Added |
| Aries Wealth Management | 6,811 | $449.2K | 0.12% | +175+2.6% | Added |
| Drive Wealth Management, LLC | 6,797 | $448.3K | 0.12% | −192−2.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 6,780 | $447.0K | 0.18% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,766 | $446.2K | 0.12% | +230+3.5% | Added |