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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 19,258 | $1.21M | 0.04% | +13,739+248.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19,343 | $1.21M | 0.06% | +21+0.1% | Added |
| Pingora Partners LLC | 19,345 | $1.21M | 0.79% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,405 | $1.22M | 0.02% | +9,818+102.4% | Added |
| Israel Discount Bank of New York | 19,429 | $1.22M | 0.89% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 19,448 | $1.22M | 0.02% | −11,567−37.3% | Reduced |
| Portland Global Advisors LLC | 19,535 | $1.22M | 0.15% | −2,730−12.3% | Reduced |
| Hantz Financial Services, Inc. | 19,587 | $1.23M | 0.02% | −766−3.8% | Reduced |
| Integrated Investment Consultants, LLC | 19,628 | $1.23M | 0.25% | +19,628 | New |
| Susquehanna International Group, LLP | 19,679 | $1.23M | 0.00% | +6,448+48.7% | Added |
| 44 Wealth Management LLC | 19,694 | $1.23M | 0.47% | −3,986−16.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 19,739 | $1.24M | 0.28% | +133+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 19,755 | $1.24M | 0.11% | −194−1.0% | Reduced |
| West Family Investments, Inc. | 19,798 | $1.24M | 0.43% | −341−1.7% | Reduced |
| Daymark Wealth Partners, LLC | 19,936 | $1.25M | 0.05% | −2,024−9.2% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.25M | 0.15% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 20,001 | $1.25M | 0.30% | −2,116−9.6% | Reduced |
| Barry Investment Advisors, LLC | 20,334 | $1.27M | 0.41% | −215−1.0% | Reduced |
| Red Spruce Capital, LLC | 20,413 | $1.28M | 0.57% | +1,069+5.5% | Added |
| Shufro Rose & Co LLC | 20,450 | $1.28M | 0.10% | −400−1.9% | Reduced |
| King Luther Capital Management Corp | 20,650 | $1.29M | 0.01% | −2,747−11.7% | Reduced |
| Mission Wealth Management, LP | 20,760 | $1.30M | 0.03% | −385−1.8% | Reduced |
| Wesbanco Bank Inc | 20,774 | $1.30M | 0.04% | −1,363−6.2% | Reduced |
| Herold Advisors, Inc. | 20,931 | $1.31M | 0.29% | −91−0.4% | Reduced |
| Cullen Investment Group, Ltd. | 20,944 | $1.31M | 0.19% | −202−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.31M | 0.37% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 20,990 | $1.32M | 0.06% | −5,932−22.0% | Reduced |
| Hilltop Holdings Inc. | 21,253 | $1.33M | 0.08% | +1,223+6.1% | Added |
| Principal Securities, Inc. | 21,288 | $1.33M | 0.03% | +3,331+18.5% | Added |
| GM Advisory Group, Inc. | 21,575 | $1.35M | 0.07% | −134−0.6% | Reduced |
| Hilltop National Bank | 21,652 | $1.36M | 0.41% | +2,299+11.9% | Added |
| Avidian Wealth Solutions, LLC | 21,743 | $1.36M | 0.06% | −5,575−20.4% | Reduced |
| Confluence Investment Management LLC | 22,011 | $1.38M | 0.02% | +71+0.3% | Added |
| Excalibur Management Corp | 22,375 | $1.40M | 0.56% | −33−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 22,439 | $1.41M | 0.03% | +8,655+62.8% | Added |
| Level Four Advisory Services, LLC | 22,591 | $1.42M | 0.06% | +1,087+5.1% | Added |
| Bollard Group LLC | 22,745 | $1.43M | 0.04% | −249−1.1% | Reduced |
| Trustmark National Bank Trust Department | 22,767 | $1.43M | 0.11% | −3,575−13.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,931 | $1.44M | 0.09% | −150−0.6% | Reduced |
| Clearstead Advisors, LLC | 23,014 | $1.44M | 0.02% | +549+2.4% | Added |
| BTC Capital Management, Inc. | 23,186 | $1.45M | 0.13% | +2,727+13.3% | Added |
| Caldwell Trust Co | 23,273 | $1.46M | 0.15% | +2,988+14.7% | Added |
| Sterling Capital Management LLC | 23,336 | $1.46M | 0.02% | −9,507−28.9% | Reduced |
| Checchi Capital Advisers, LLC | 23,423 | $1.47M | 0.11% | −370−1.6% | Reduced |
| Greystone Financial Group, LLC | 23,439 | $1.47M | 0.26% | +1,753+8.1% | Added |
| Hartree Partners, LP | 23,500 | $1.47M | 0.55% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 23,504 | $1.47M | 0.08% | −600−2.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 23,576 | $1.48M | 0.05% | +2,523+12.0% | Added |
| Parallel Advisors, LLC | 23,605 | $1.48M | 0.03% | +1,889+8.7% | Added |
| Mesirow Financial Investment Management, Inc. | 23,614 | $1.48M | 0.03% | +437+1.9% | Added |
| Absher Wealth Management, LLC | 23,617 | $1.48M | 0.19% | +9,662+69.2% | Added |
| Headlands Technologies LLC | 23,712 | $1.49M | 0.15% | −11,241−32.2% | Reduced |
| Potomac Fund Management Inc | 23,719 | $1.49M | 0.09% | +23,719 | New |
| Tandem Capital Management Corp | 23,722 | $1.49M | 0.80% | −1,720−6.8% | Reduced |
| Chilton Capital Management LLC | 23,784 | $1.49M | 0.06% | −700−2.9% | Reduced |
| Sendero Wealth Management, LLC | 23,858 | $1.49M | 0.22% | +638+2.7% | Added |
| Valeo Financial Advisors, LLC | 24,061 | $1.51M | 0.04% | −1,062−4.2% | Reduced |
| Altman Advisors, Inc. | 24,166 | $1.51M | 0.65% | +622+2.6% | Added |
| Cohen Capital Management, Inc. | 24,200 | $1.52M | 0.25% | 00.0% | Unchanged |
| Victrix Investment Advisors | 24,441 | $1.53M | 1.10% | +24,441 | New |
| Wellington Shields Capital Management, LLC | 24,450 | $1.53M | 0.27% | −1,175−4.6% | Reduced |
| Howe & Rusling Inc | 24,479 | $1.53M | 0.13% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 24,479 | $1.53M | 0.04% | −32,922−57.4% | Reduced |
| Financial Counselors Inc | 24,651 | $1.54M | 0.02% | +1,563+6.8% | Added |
| Phoenix Holdings Ltd. | 24,842 | $1.56M | 0.02% | −2,690−9.8% | Reduced |
| Atomi Financial Group, Inc. | 24,891 | $1.56M | 0.08% | −1,671−6.3% | Reduced |
| PFG Investments, LLC | 24,908 | $1.56M | 0.10% | −93−0.4% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,102 | $1.57M | 0.01% | +20,791+482.3% | Added |
| Whittier Trust Co of Nevada Inc | 25,139 | $1.57M | 0.04% | +2,671+11.9% | Added |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.58M | 0.37% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 25,266 | $1.58M | 0.22% | +14,123+126.7% | Added |
| LMCG Investments, LLC | 25,271 | $1.58M | 0.10% | −129,066−83.6% | Reduced |
| Vise Technologies, Inc. | 25,362 | $1.59M | 0.13% | +946+3.9% | Added |
| Cherokee Insurance Co | 25,439 | $1.59M | 0.72% | +25,439 | New |
| TD Private Client Wealth LLC | 25,557 | $1.60M | 0.04% | +518+2.1% | Added |
| Prosperity Consulting Group, LLC | 25,589 | $1.60M | 0.12% | −1,182−4.4% | Reduced |
| Acadian Asset Management LLC | 25,801 | $1.62M | 0.00% | +22,524+687.3% | Added |
| Johnson Investment Counsel Inc | 25,819 | $1.62M | 0.02% | −311−1.2% | Reduced |
| United Capital Financial Advisers, LLC | 25,971 | $1.63M | 0.01% | −2,798−9.7% | Reduced |
| Madison Asset Management, LLC | 26,300 | $1.65M | 0.02% | −4,860−15.6% | Reduced |
| Madison Investment Advisors, LLC | 26,300 | $1.65M | 0.02% | +26,300 | New |
| apricus wealth, LLC | 26,340 | $1.65M | 1.07% | +1,130+4.5% | Added |
| HighPoint Advisor Group LLC | 24,550 | $1.65M | 0.09% | +308+1.3% | Added |
| Insigneo Advisory Services, LLC | 26,413 | $1.65M | 0.17% | −4,129−13.5% | Reduced |
| Tudor Investment Corp Et Al | 26,445 | $1.66M | 0.02% | +26,445 | New |
| Game Creek Capital, LP | 26,500 | $1.66M | 0.91% | 00.0% | Unchanged |
| Montag A & Associates Inc | 26,548 | $1.66M | 0.08% | −2,020−7.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,564 | $1.66M | 0.47% | −2,430−8.4% | Reduced |
| Waters Parkerson & Co., LLC | 26,788 | $1.68M | 0.09% | −508−1.9% | Reduced |
| Great Lakes Retirement, Inc. | 27,139 | $1.70M | 0.22% | +948+3.6% | Added |
| Jackson Square Capital, LLC | 27,192 | $1.70M | 0.41% | −2,931−9.7% | Reduced |
| Portside Wealth Group, LLC | 27,230 | $1.71M | 0.28% | −450−1.6% | Reduced |
| Foster & Motley Inc | 27,316 | $1.71M | 0.11% | −1,037−3.7% | Reduced |
| Park National Corp | 27,435 | $1.72M | 0.06% | −405−1.5% | Reduced |
| Sentinel Trust Co Lba | 27,520 | $1.72M | 0.20% | 00.0% | Unchanged |
| Lido Advisors, LLC | 27,560 | $1.73M | 0.01% | +4,874+21.5% | Added |
| SeaCrest Wealth Management, LLC | 27,729 | $1.74M | 0.18% | −2,425−8.0% | Reduced |
| SCP Investment, LP | 27,800 | $1.74M | 1.33% | +4,900+21.4% | Added |
| Regatta Capital Group, LLC | 28,370 | $1.78M | 0.34% | +618+2.2% | Added |
| Brooks, Moore & Associates, Inc. | 28,669 | $1.80M | 1.06% | −550−1.9% | Reduced |