Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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, Q4 2024

Institutional positions in Shell plc as of Dec 31, 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: 1,383; +53 vs. Q3 2024
Shares held: 379.2M; +19.2M (+5.3%) vs. Q3 2024
Total value: $23.8B; +$53.0M (+0.2%) vs. Q3 2024
New holders: 156; 428 more added
Sold out: 103; 538 more reduced

24 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 1,383 institutions

Value heldQ4 2024: $23.8B

Institutions holding SHEL and their total value by quarter
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, Q4 2024

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2024.

Institutions holding SHEL in Q4 2024
Institution	Shares	Value	% of portfolio	Change in shares	Action
Covestor Ltd	7	$0	0.00%	00.0%	Unchanged
Kohmann Bosshard Financial Services, LLC	1	$63	0.00%	+1	New
Valued Wealth Advisors LLC	6	$376	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	7	$439	0.00%	−620−98.9%	Reduced
NBC Securities, Inc.	9	$589	0.05%	−9,666−99.9%	Reduced
Financial Gravity Companies, Inc.	12	$752	0.00%	+6+100.0%	Added
Aventura Private Wealth, LLC	16	$1.00K	0.00%	+16	New
Financial Network Wealth Advisors LLC	18	$1.13K	0.00%	−901−98.0%	Reduced
Christopher J. Hasenberg, Inc	19	$1.19K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	25	$1.57K	0.00%	+25	New
SWAN Capital LLC	31	$1.93K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	36	$2.00K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	33	$2.17K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	33	$2.17K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	36	$2.26K	0.00%	−33−47.8%	Reduced
Beaird Harris Wealth Management, LLC	37	$2.32K	0.00%	−357−90.6%	Reduced
Decker Retirement Planning Inc.	39	$2.44K	0.00%	+39	New
Mendota Financial Group, LLC	40	$2.51K	0.00%	−430−91.5%	Reduced
Cassady Schiller Wealth Management, LLC	42	$2.63K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	44	$2.78K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	45	$2.81K	0.00%	+1+2.3%	Added
Darwin Advisors, LLC	45	$2.82K	0.00%	+45	New
Raffa Wealth Management, LLC	49	$3.07K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	50	$3.13K	0.00%	00.0%	Unchanged
Cranbrook Wealth Management, LLC	60	$3.76K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	75	$4.00K	0.00%	+75	New
Byrne Asset Management LLC	64	$4.01K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	66	$4.13K	0.00%	00.0%	Unchanged
Bank of New Hampshire	70	$4.39K	0.00%	00.0%	Unchanged
Kings Path Partners LLC	72	$4.51K	0.00%	−128−64.0%	Reduced
Quent Capital, LLC	72	$4.51K	0.00%	00.0%	Unchanged
Main Street Group, LTD	83	$5.20K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	83	$5.20K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	84	$5.26K	0.00%	+30+55.6%	Added
Plante Moran Financial Advisors, LLC	84	$5.26K	0.00%	+54+180.0%	Added
DHJJ Financial Advisors, Ltd.	90	$5.64K	0.00%	00.0%	Unchanged
FNY Investment Advisers, LLC	100	$6.00K	0.00%	+100	New
Breakwater Investment Management	96	$6.01K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	100	$6.26K	0.00%	00.0%	Unchanged
Blume Capital Management, Inc.	100	$6.26K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	100	$6.26K	0.00%	00.0%	Unchanged
Activest Wealth Management	100	$6.26K	0.00%	+100	New
Aspetuck Financial Management LLC	100	$6.26K	0.00%	+100	New
Crowley Wealth Management, Inc.	100	$6.26K	0.01%	+100	New
PSI Advisors, LLC	102	$6.39K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	105	$6.59K	0.00%	+1+1.0%	Added
Center for Financial Planning, Inc.	112	$7.02K	0.00%	+112	New
Clark Wealth Partners	122	$7.65K	0.01%	+122	New
Newbridge Financial Services Group, Inc.	122	$7.65K	0.00%	+122	New
Pinney & Scofield, Inc.	130	$8.14K	0.01%	+130	New
Parkworth Wealth Management, Inc.	134	$8.38K	0.01%	+134	New
Cherry Tree Wealth Management, LLC	135	$8.46K	0.00%	00.0%	Unchanged
Bank of Jackson Hole Trust	136	$8.52K	0.01%	+136	New
Signature Resources Capital Management, LLC	139	$8.71K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	140	$8.77K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	142	$8.90K	0.00%	00.0%	Unchanged
Abound Wealth Management	142	$8.90K	0.00%	+99+230.2%	Added
Johnson Financial Group, Inc.	140	$9.22K	0.00%	−3,454−96.1%	Reduced
Lavaca Capital LLC	154	$9.65K	0.00%	+154	New
Synergy Financial Management, LLC	148	$9.76K	0.00%	+148	New
NewSquare Capital LLC	159	$9.96K	0.00%	+159	New
Pineridge Advisors LLC	159	$9.96K	0.00%	+159	New
REAP Financial Group, LLC	159	$9.98K	0.00%	−280−63.8%	Reduced
Sachetta, LLC	160	$10.0K	0.00%	−990−86.1%	Reduced
Halbert Hargrove Global Advisors, LLC	162	$10.1K	0.00%	+162	New
Zions Bancorporation, N.A.	165	$10.3K	0.00%	−3,278−95.2%	Reduced
Avondale Wealth Management	173	$10.8K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	173	$10.8K	0.00%	+173	New
Cornerstone Planning Group LLC	167	$10.9K	0.00%	+55+49.1%	Added
Brown, Lisle/Cummings, Inc.	175	$11.0K	0.00%	00.0%	Unchanged
Cornerstone National Bank & Trust Co	175	$11.0K	0.01%	00.0%	Unchanged
Evelyn Partners Investment Management Services Ltd	178	$11.2K	0.00%	+178	New
Pacifica Partners Inc.	186	$11.7K	0.01%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	189	$11.8K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	190	$11.9K	0.00%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	193	$12.1K	0.01%	+193	New
Hopwood Financial Services, Inc.	196	$12.3K	0.01%	+196	New
Prestige Wealth Management Group LLC	200	$12.5K	0.00%	00.0%	Unchanged
Future Financial Wealth Managment LLC	200	$12.5K	0.01%	00.0%	Unchanged
Ramirez Asset Management, Inc.	200	$12.5K	0.00%	00.0%	Unchanged
Kentucky Trust Co	200	$12.5K	0.01%	+200	New
Financial Freedom, LLC	206	$12.9K	0.01%	00.0%	Unchanged
Truvestments Capital LLC	207	$13.0K	0.00%	00.0%	Unchanged
Hemington Wealth Management	219	$13.0K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	208	$13.0K	0.01%	+117+128.6%	Added
Carolinas Wealth Consulting LLC	213	$13.3K	0.00%	−49−18.7%	Reduced
Centennial Bank	215	$13.5K	0.01%	00.0%	Unchanged
Spectrum Wealth Counsel, LLC	222	$13.9K	0.00%	00.0%	Unchanged
BankPlus Trust Department	226	$14.2K	0.00%	+226	New
Tradewinds Capital Management, LLC	233	$14.6K	0.00%	+190+441.9%	Added
Atwood & Palmer Inc	247	$15.5K	0.00%	00.0%	Unchanged
Retirement Wealth Solutions LLC	250	$16.2K	0.01%	+250	New
Dogwood Wealth Management LLC	260	$16.3K	0.01%	+3+1.2%	Added
First United Bank Trust	265	$16.6K	0.01%	00.0%	Unchanged
FLP Wealth Management, LLC	272	$17.0K	0.04%	+272	New
Albion Financial Group	278	$17.4K	0.00%	+278	New
Nemes Rush Group LLC	280	$17.5K	0.00%	+130+86.7%	Added
Global Trust Asset Management, LLC	285	$17.9K	0.01%	+135+90.0%	Added
Missouri Trust & Investment Co	285	$17.9K	0.01%	+285	New
Godsey & Gibb Associates	300	$18.8K	0.00%	−138−31.5%	Reduced