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 |
|---|---|---|---|---|---|
| Stolper Co | 28,735 | $1.80M | 0.60% | +373+1.3% | Added |
| Whittier Trust Co | 28,859 | $1.81M | 0.02% | +7,008+32.1% | Added |
| Ashton Thomas Private Wealth, LLC | 29,081 | $1.82M | 0.07% | +29,081 | New |
| Stratos Wealth Partners, LTD. | 29,291 | $1.84M | 0.03% | +151+0.5% | Added |
| HF Advisory Group, LLC | 29,560 | $1.85M | 0.85% | +4,028+15.8% | Added |
| Burney Co | 29,966 | $1.88M | 0.07% | +133+0.4% | Added |
| Altshuler Shaham Ltd | 30,000 | $1.88M | 0.06% | −2,000−6.3% | Reduced |
| DMKC Advisory Services, LLC | 30,318 | $1.90M | 1.72% | +30,318 | New |
| Meritage Portfolio Management | 30,396 | $1.90M | 0.12% | −38,558−55.9% | Reduced |
| Cornerstone Select Advisors, LLC | 30,407 | $1.91M | 1.84% | +30,407 | New |
| Iams Wealth Management, LLC | 30,545 | $1.91M | 0.88% | +5,362+21.3% | Added |
| Allworth Financial LP | 29,018 | $1.91M | 0.01% | +3,330+13.0% | Added |
| ARS Wealth Advisors Group, LLC | 30,579 | $1.92M | 0.26% | −1,716−5.3% | Reduced |
| Sierra Capital LLC | 30,717 | $1.92M | 0.23% | −2,173−6.6% | Reduced |
| CAPROCK Group, Inc. | 30,863 | $1.93M | 0.06% | +791+2.6% | Added |
| Simmons Bank | 31,227 | $1.96M | 0.14% | +105+0.3% | Added |
| Harbour Investment Management LLC | 31,298 | $1.96M | 0.86% | +583+1.9% | Added |
| Octavia Wealth Advisors, LLC | 31,459 | $1.97M | 0.24% | +80.0% | Added |
| Galilei Investment Office LLP | 63,920 | $1.99M | 1.01% | +63,920 | New |
| GFS Advisors, LLC | 31,876 | $2.00M | 0.30% | −209−0.7% | Reduced |
| Flow Traders U.S. LLC | 31,966 | $2.00M | 0.08% | +31,966 | New |
| RFG - Bristol Wealth Advisors, LLC | 32,067 | $2.01M | 0.66% | +32,067 | New |
| DRW Securities, LLC | 32,400 | $2.03M | 0.14% | −3,450−9.6% | Reduced |
| Crocodile Capital Partners GmbH | 32,546 | $2.04M | 5.68% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 30,839 | $2.05M | 0.05% | +196+0.6% | Added |
| Wambolt & Associates, LLC | 32,780 | $2.05M | 0.66% | −9,384−22.3% | Reduced |
| BBR Partners, LLC | 32,890 | $2.06M | 0.14% | −567−1.7% | Reduced |
| Spears Abacus Advisors LLC | 33,019 | $2.07M | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 33,168 | $2.08M | 0.01% | +301+0.9% | Added |
| Earnest Partners LLC | 33,355 | $2.09M | 0.01% | −384−1.1% | Reduced |
| Advisory Services Network, LLC | 33,765 | $2.12M | 0.04% | +2,033+6.4% | Added |
| Beacon Pointe Advisors, LLC | 33,904 | $2.12M | 0.02% | −2,752−7.5% | Reduced |
| Mill Capital Management, LLC | 34,066 | $2.13M | 0.17% | −1,757−4.9% | Reduced |
| HB Wealth Management, LLC | 34,130 | $2.14M | 0.02% | −1,994−5.5% | Reduced |
| Scotia Capital Inc. | 34,312 | $2.15M | 0.01% | −6,141−15.2% | Reduced |
| NewEdge Wealth, LLC | 34,393 | $2.15M | 0.04% | −906−2.6% | Reduced |
| Snowden Capital Advisors LLC | 34,519 | $2.16M | 0.07% | −3,010−8.0% | Reduced |
| Bahl & Gaynor Inc | 34,850 | $2.18M | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 35,159 | $2.20M | 0.17% | −1,296−3.6% | Reduced |
| Fiduciary Alliance LLC | 35,349 | $2.21M | 0.22% | +35,349 | New |
| Roberts Wealth Advisors, LLC | 33,651 | $2.23M | 0.68% | +5,810+20.9% | Added |
| Nelson Capital Management, LLC | 35,955 | $2.25M | 0.37% | −769−2.1% | Reduced |
| Forefront Wealth Management Inc. | 35,986 | $2.25M | 2.08% | +35,986 | New |
| Caas Capital Management LP | 36,000 | $2.26M | 1.86% | +7,000+24.1% | Added |
| Yousif Capital Management, LLC | 36,254 | $2.27M | 0.03% | −1,000−2.7% | Reduced |
| Quadrant Capital Group LLC | 36,356 | $2.28M | 0.16% | −2,478−6.4% | Reduced |
| Continental Advisors LLC | 36,520 | $2.29M | 1.74% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 36,823 | $2.31M | 0.18% | −2,066−5.3% | Reduced |
| Cresset Asset Management, LLC | 36,858 | $2.31M | 0.01% | −330,240−90.0% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.31M | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 36,920 | $2.31M | 0.04% | +8,539+30.1% | Added |
| Pettyjohn, Wood & White, Inc | 36,954 | $2.32M | 0.42% | +375+1.0% | Added |
| Integrated Wealth Concepts LLC | 37,063 | $2.32M | 0.03% | −3,791−9.3% | Reduced |
| Rhumbline Advisers | 37,261 | $2.33M | 0.00% | −51−0.1% | Reduced |
| Wolverine Trading, LLC | 37,879 | $2.34M | 0.05% | −18,889−33.3% | Reduced |
| First Hawaiian Bank | 37,500 | $2.35M | 0.08% | +2,321+6.6% | Added |
| Ieq Capital, LLC | 37,796 | $2.37M | 0.02% | +4,328+12.9% | Added |
| Commerce Bank | 37,797 | $2.37M | 0.01% | −1,424−3.6% | Reduced |
| Concurrent Investment Advisors, LLC | 37,916 | $2.38M | 0.06% | +8,184+27.5% | Added |
| Advisors Asset Management, Inc. | 37,953 | $2.38M | 0.04% | −4,516−10.6% | Reduced |
| Aviso Financial Inc. | 38,004 | $2.38M | 0.12% | −18,604−32.9% | Reduced |
| Horan Capital Advisors, LLC. | 38,416 | $2.41M | 0.81% | +288+0.8% | Added |
| Drexel Morgan & Co. | 38,544 | $2.41M | 0.50% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 38,806 | $2.43M | 0.02% | +25,427+190.1% | Added |
| Advisors Management Group Inc | 38,848 | $2.43M | 0.58% | −346−0.9% | Reduced |
| Baker Avenue Asset Management, LP | 38,967 | $2.44M | 0.07% | −19,677−33.6% | Reduced |
| Coppell Advisory Solutions LLC | 39,767 | $2.46M | 0.35% | +6,212+18.5% | Added |
| Cullen/Frost Bankers, Inc. | 39,243 | $2.46M | 0.03% | −130.0% | Reduced |
| CIBC Asset Management Inc | 39,666 | $2.49M | 0.01% | +772+2.0% | Added |
| State Street Corp | 39,853 | $2.50M | 0.00% | +9,391+30.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 40,518 | $2.54M | 0.08% | +17,267+74.3% | Added |
| Interval Partners, LP | 40,719 | $2.55M | 0.07% | −30,257−42.6% | Reduced |
| Forum Financial Management, LP | 40,916 | $2.56M | 0.04% | +9,028+28.3% | Added |
| Chicago Trust Co NA | 41,069 | $2.57M | 0.46% | −1,305−3.1% | Reduced |
| Mitchell Capital Management Co | 41,252 | $2.58M | 0.45% | −6,960−14.4% | Reduced |
| Brown Advisory Inc | 41,875 | $2.62M | 0.00% | −2,015−4.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 41,975 | $2.63M | 0.02% | +106+0.3% | Added |
| Bayesian Capital Management, LP | 42,000 | $2.63M | 0.32% | +29,800+244.3% | Added |
| Columbia Asset Management | 42,112 | $2.64M | 0.50% | −6,575−13.5% | Reduced |
| Glass Wealth Management Co LLC | 43,463 | $2.72M | 1.48% | +645+1.5% | Added |
| Wetherby Asset Management Inc | 43,464 | $2.72M | 0.13% | −4,707−9.8% | Reduced |
| Bleakley Financial Group, LLC | 43,639 | $2.73M | 0.08% | +7,675+21.3% | Added |
| Marble Harbor Investment Counsel, LLC | 43,850 | $2.75M | 0.30% | −200−0.5% | Reduced |
| Engineers Gate Manager LP | 44,501 | $2.79M | 0.05% | −20,685−31.7% | Reduced |
| Atria Wealth Solutions, Inc. | 44,658 | $2.80M | 0.03% | +7,219+19.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,062 | $2.82M | 0.01% | +131+0.3% | Added |
| Reik & Co., LLC | 45,066 | $2.82M | 0.68% | −2,379−5.0% | Reduced |
| Bryn Mawr Trust Co | 45,544 | $2.85M | 0.05% | +6,854+17.7% | Added |
| JCIC Asset Management Inc. | 46,082 | $2.89M | 1.17% | +560+1.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 47,000 | $2.94M | 0.43% | +47,000 | New |
| Vident Advisory, LLC | 47,395 | $2.97M | 0.05% | −2,902−5.8% | Reduced |
| Bulltick Wealth Management, LLC | 47,408 | $2.97M | 0.70% | −39,127−45.2% | Reduced |
| Pitcairn Co | 47,490 | $2.98M | 0.18% | +2,292+5.1% | Added |
| Callan Family Office, LLC | 47,709 | $2.99M | 0.19% | +47,709 | New |
| Sequoia Financial Advisors, LLC | 47,766 | $2.99M | 0.03% | +2,741+6.1% | Added |
| Moors & Cabot, Inc. | 47,810 | $3.00M | 0.14% | +853+1.8% | Added |
| Oppenheimer & Co Inc | 48,411 | $3.03M | 0.05% | −8,149−14.4% | Reduced |
| Asio Capital, LLC | 49,216 | $3.08M | 0.58% | +1,337+2.8% | Added |
| Old Mission Capital LLC | 49,383 | $3.09M | 0.07% | +49,383 | New |
| Regions Financial Corp | 49,619 | $3.11M | 0.02% | +3,203+6.9% | Added |