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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 6,178 | $445.9K | 0.02% | 00.0% | Unchanged |
| Courier Capital LLC | 6,713 | $442.7K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 6,711 | $442.6K | 0.13% | −172−2.5% | Reduced |
| Financial Advisory Service, Inc. | 6,701 | $441.9K | 0.04% | +29+0.4% | Added |
| Gables Capital Management Inc. | 6,690 | $441.2K | 0.22% | −1,000−13.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,676 | $440.3K | 0.09% | −676−9.2% | Reduced |
| Ethic Inc. | 6,562 | $439.9K | 0.01% | +53+0.8% | Added |
| Rossmore Private Capital | 6,670 | $439.9K | 0.05% | −30.0% | Reduced |
| Chicago Capital, LLC | 6,664 | $439.5K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 6,652 | $438.7K | 0.08% | −120−1.8% | Reduced |
| Aspen Grove Capital, LLC | 6,644 | $438.2K | 0.10% | +231+3.6% | Added |
| Venture Visionary Partners LLC | 6,635 | $437.6K | 0.02% | −500−7.0% | Reduced |
| Sonora Investment Management Group, LLC | 6,627 | $437.0K | 0.03% | −48−0.7% | Reduced |
| Jacobi Capital Management LLC | 6,578 | $433.8K | 0.03% | +30+0.5% | Added |
| Cromwell Holdings LLC | 6,552 | $432.1K | 0.28% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,547 | $431.8K | 0.31% | +12+0.2% | Added |
| Silverlake Wealth Management LLC | 6,514 | $429.6K | 0.17% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 6,500 | $428.7K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,497 | $428.5K | 0.12% | −191−2.9% | Reduced |
| Farmers Trust Co | 6,485 | $427.7K | 0.08% | +275+4.4% | Added |
| Beaton Management Co. Inc. | 6,450 | $425.0K | 0.21% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,409 | $422.7K | 0.08% | +226+3.7% | Added |
| Eight 31 Financial LLC | 6,388 | $421.3K | 0.32% | −90−1.4% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,387 | $421.2K | 0.11% | −298−4.5% | Reduced |
| Larson Financial Group LLC | 6,386 | $421.1K | 0.02% | +6,270+5,405.2% | Added |
| CFS Investment Advisory Services, LLC | 6,388 | $421.0K | 0.04% | +792+14.2% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,092 | $417.4K | 0.20% | +39+0.6% | Added |
| Ausdal Financial Partners, Inc. | 6,324 | $417.1K | 0.04% | −799−11.2% | Reduced |
| Argent Trust Co | 6,303 | $415.7K | 0.02% | −290−4.4% | Reduced |
| Vaughan David Investments LLC | 6,276 | $414.0K | 0.01% | −1,000−13.7% | Reduced |
| Mattern Wealth Management LLC | 6,266 | $413.2K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,265 | $413.0K | 0.01% | +141+2.3% | Added |
| Fort Washington Investment Advisors Inc | 6,207 | $409.4K | 0.00% | −128−2.0% | Reduced |
| Sittner & Nelson, LLC | 6,184 | $407.9K | 0.18% | +20.0% | Added |
| New Republic Capital, LLC | 6,156 | $406.0K | 0.23% | −881−12.5% | Reduced |
| Summit X, LLC | 5,611 | $405.0K | 0.10% | −2,833−33.6% | Reduced |
| Ledyard National Bank | 6,138 | $404.8K | 0.04% | +686+12.6% | Added |
| Modera Wealth Management, LLC | 6,123 | $403.8K | 0.01% | +482+8.5% | Added |
| Modern Wealth Management, LLC | 6,082 | $401.1K | 0.02% | +6,082 | New |
| Transform Wealth, LLC | 6,056 | $399.4K | 0.03% | −45−0.7% | Reduced |
| Axxcess Wealth Management, LLC | 6,056 | $399.4K | 0.01% | −2,252−27.1% | Reduced |
| Hamel Associates, Inc. | 6,050 | $399.3K | 0.12% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 6,044 | $398.6K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 6,039 | $398.3K | 0.03% | +13+0.2% | Added |
| First Foundation Advisors | 6,033 | $397.9K | 0.01% | −836−12.2% | Reduced |
| Seven Mile Advisory | 6,028 | $397.5K | 0.26% | +112+1.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 6,023 | $397.2K | 0.12% | −1,276−17.5% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,013 | $396.6K | 0.13% | +32+0.5% | Added |
| Golden State Equity Partners | 6,002 | $395.8K | 0.06% | +2,621+77.5% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $395.7K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,991 | $395.1K | 0.00% | +287+5.0% | Added |
| Fulton Bank, N.A. | 5,960 | $393.1K | 0.02% | −5,485−47.9% | Reduced |
| Independence Bank of Kentucky | 5,955 | $392.7K | 0.08% | +425+7.7% | Added |
| Essex Savings Bank | 5,923 | $390.6K | 0.10% | +1,011+20.6% | Added |
| Steel Peak Wealth Management LLC | 5,898 | $389.0K | 0.02% | −520−8.1% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,880 | $387.8K | 0.07% | −215−3.5% | Reduced |
| Monticello Wealth Management, LLC | 5,873 | $387.3K | 0.03% | +46+0.8% | Added |
| Bill Few Associates, Inc. | 5,863 | $386.7K | 0.14% | +117+2.0% | Added |
| First National Bank of Hutchinson | 5,850 | $385.8K | 0.25% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 5,800 | $382.5K | 0.11% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 5,598 | $382.2K | 0.09% | +375+7.2% | Added |
| KCM Investment Advisors LLC | 5,784 | $381.5K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 5,771 | $380.6K | 0.20% | −19−0.3% | Reduced |
| Personal Cfo Solutions, LLC | 5,762 | $380.0K | 0.05% | −276−4.6% | Reduced |
| Sentry LLC | 5,760 | $379.9K | 0.07% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,680 | $376.8K | 0.02% | −230−3.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,710 | $376.6K | 0.02% | +534+10.3% | Added |
| WSFS Capital Management, LLC | 5,700 | $375.9K | 0.02% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,680 | $374.6K | 0.07% | −420−6.9% | Reduced |
| Insight 2811, Inc. | 5,666 | $373.7K | 0.19% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,637 | $371.8K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,635 | $371.6K | 0.03% | +996+21.5% | Added |
| Capital Investment Advisory Services, LLC | 5,620 | $370.7K | 0.04% | −138−2.4% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,620 | $370.7K | 0.01% | +1,174+26.4% | Added |
| Anchor Investment Management, LLC | 5,597 | $369.1K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 5,594 | $368.9K | 0.01% | +1,512+37.0% | Added |
| Alliance Wealth Advisors, LLC | 5,588 | $368.5K | 0.10% | +13+0.2% | Added |
| AIMZ Investment Advisors, LLC | 5,575 | $367.7K | 0.13% | −100−1.8% | Reduced |
| Levin Capital Strategies, L.P. | 5,575 | $367.7K | 0.04% | −44−0.8% | Reduced |
| Quantbot Technologies LP | 5,519 | $364.0K | 0.01% | −8,465−60.5% | Reduced |
| Bridges Investment Management Inc | 5,518 | $363.9K | 0.01% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 5,508 | $363.3K | 0.07% | 00.0% | Unchanged |
| RHS Financial, LLC | 5,494 | $362.3K | 0.18% | +5,494 | New |
| Parkside Financial Bank & Trust | 5,471 | $360.8K | 0.05% | −260−4.5% | Reduced |
| EverSource Wealth Advisors, LLC | 5,391 | $355.5K | 0.02% | −780−12.6% | Reduced |
| Titleist Asset Management, LLC | 5,362 | $353.6K | 0.05% | −519−8.8% | Reduced |
| Fielder Capital Group LLC | 5,347 | $352.6K | 0.12% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 5,344 | $352.0K | 0.13% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 5,331 | $351.6K | 0.01% | −666−11.1% | Reduced |
| Geneos Wealth Management Inc. | 5,299 | $349.5K | 0.01% | +1,423+36.7% | Added |
| Beaumont Financial Advisors, LLC | 5,248 | $346.1K | 0.03% | +5,248 | New |
| Linden Thomas Advisory Services, LLC | 5,243 | $345.8K | 0.05% | +1,078+25.9% | Added |
| Paragon Capital Management LLC | 5,231 | $345.0K | 0.18% | −63−1.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,205 | $343.3K | 0.00% | +48+0.9% | Added |
| Essex Financial Services, Inc. | 5,025 | $336.7K | 0.02% | −2,352−31.9% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $336.3K | 0.16% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 5,080 | $335.0K | 0.04% | −88−1.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,074 | $334.7K | 0.02% | +159+3.2% | Added |
| Vista Investment Partners LLC | 5,073 | $334.5K | 0.11% | +38+0.8% | Added |
| GAMMA Investing LLC | 5,061 | $333.8K | 0.03% | +688+15.7% | Added |