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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 51,077 | $3.20M | 0.01% | +1,497+3.0% | Added |
| Employees Retirement System of Texas | 52,710 | $3.30M | 0.03% | −11,800−18.3% | Reduced |
| CWM, LLC | 52,743 | $3.30M | 0.01% | −171−0.3% | Reduced |
| Signaturefd, LLC | 53,506 | $3.35M | 0.06% | −2,570−4.6% | Reduced |
| Bridge Creek Capital Management LLC | 53,514 | $3.35M | 1.03% | +196+0.4% | Added |
| SBI Securities Co., Ltd. | 54,797 | $3.43M | 0.11% | +54,797 | New |
| Richard P Slaughter Associates Inc | 54,904 | $3.44M | 0.77% | +104+0.2% | Added |
| Deutsche Bank AG | 55,406 | $3.47M | 0.00% | −1,107−2.0% | Reduced |
| Cardinal Capital Management | 56,010 | $3.51M | 0.55% | +648+1.2% | Added |
| Pittenger & Anderson Inc | 56,135 | $3.52M | 0.13% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 56,828 | $3.56M | 0.62% | −2,163−3.7% | Reduced |
| Deltec Asset Management LLC | 57,204 | $3.58M | 0.71% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 57,590 | $3.61M | 0.14% | 00.0% | Unchanged |
| Dodge & Cox | 57,613 | $3.61M | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58,556 | $3.67M | 0.03% | −5,598−8.7% | Reduced |
| Exencial Wealth Advisors, LLC | 58,726 | $3.68M | 0.14% | −510−0.9% | Reduced |
| Atria Investments LLC | 58,880 | $3.69M | 0.05% | −1,545−2.6% | Reduced |
| Drum Hill Capital, LLC | 59,486 | $3.73M | 4.63% | +59,486 | New |
| Inspire Trust Co, N.A. | 60,000 | $3.76M | 0.96% | +7,561+14.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 58,586 | $3.77M | 0.05% | +18,501+46.2% | Added |
| Fort Sheridan Advisors LLC | 60,316 | $3.78M | 0.55% | −317−0.5% | Reduced |
| Bremer Bank National Association | 61,135 | $3.83M | 0.76% | −2,001−3.2% | Reduced |
| Griffin Asset Management, Inc. | 61,150 | $3.83M | 0.45% | −47−0.1% | Reduced |
| Naviter Wealth, LLC | 61,755 | $3.87M | 0.47% | −20,748−25.1% | Reduced |
| Beddow Capital Management Inc | 62,001 | $3.88M | 1.60% | +85+0.1% | Added |
| Segall Bryant & Hamill, LLC | 62,194 | $3.90M | 0.05% | −9,000−12.6% | Reduced |
| Weatherly Asset Management L. P. | 62,505 | $3.92M | 0.35% | +9,914+18.9% | Added |
| Brinker Capital Investments, LLC | 63,006 | $3.95M | 0.04% | +20.0% | Added |
| Orion Portfolio Solutions, LLC | 63,006 | $3.95M | 0.04% | +20.0% | Added |
| Azimuth Capital Investment Management LLC | 63,160 | $3.96M | 0.15% | −3,315−5.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 63,900 | $4.00M | 0.31% | +24,569+62.5% | Added |
| Brookmont Capital Management | 63,915 | $4.00M | 2.14% | −445−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 64,438 | $4.04M | 0.35% | +58,114+918.9% | Added |
| Blair William & Co | 64,795 | $4.06M | 0.01% | −1,849−2.8% | Reduced |
| Fiduciary Trust Co | 64,916 | $4.07M | 0.05% | −1,844−2.8% | Reduced |
| Bard Financial Services, Inc. | 65,600 | $4.11M | 0.49% | −1,675−2.5% | Reduced |
| YHB Investment Advisors, Inc. | 65,962 | $4.13M | 0.34% | +1,577+2.4% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.15M | 0.33% | 00.0% | Unchanged |
| Altrafin AG | 66,273 | $4.15M | 1.44% | +882+1.3% | Added |
| Peapack Gladstone Financial Corp | 66,789 | $4.18M | 0.06% | −858−1.3% | Reduced |
| Park Avenue Securities LLC | 66,911 | $4.19M | 0.04% | +19,373+40.8% | Added |
| Graham Capital Management, L.P. | 68,311 | $4.28M | 0.13% | +68,311 | New |
| Hiddenite Capital Partners LP | 68,500 | $4.29M | 2.95% | 00.0% | Unchanged |
| Advocate Group LLC | 69,305 | $4.34M | 0.82% | +1,385+2.0% | Added |
| Kestra Advisory Services, LLC | 69,567 | $4.36M | 0.02% | +12,785+22.5% | Added |
| Royce & Associates LP | 70,000 | $4.39M | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 71,934 | $4.51M | 0.10% | +4,709+7.0% | Added |
| Hedges Asset Management LLC | 72,750 | $4.56M | 3.01% | +400+0.6% | Added |
| MAI Capital Management | 73,206 | $4.59M | 0.03% | +57,285+359.8% | Added |
| Aquatic Capital Management LLC | 73,760 | $4.62M | 0.13% | −78,798−51.7% | Reduced |
| Palogic Value Management, L.P. | 75,602 | $4.74M | 1.89% | +15,120+25.0% | Added |
| tru Independence LLC | 75,948 | $4.76M | 1.49% | −3,115−3.9% | Reduced |
| Cinctive Capital Management LP | 76,569 | $4.80M | 0.26% | +76,569 | New |
| Hennessy Advisors Inc | 78,100 | $4.89M | 0.15% | −2,800−3.5% | Reduced |
| Eldred Rock Partners, LLC | 78,202 | $4.90M | 1.68% | −113−0.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 79,108 | $4.96M | 0.15% | −6,145−7.2% | Reduced |
| Ritholtz Wealth Management | 79,127 | $4.96M | 0.15% | −5,097−6.1% | Reduced |
| InvesTrust | 79,661 | $4.96M | 1.38% | +79,661 | New |
| Clearbridge Investments, LLC | 80,404 | $5.04M | 0.00% | −10,097−11.2% | Reduced |
| Cary Street Partners Financial LLC | 80,555 | $5.05M | 0.16% | +80,555 | New |
| Lazard Asset Management LLC | 80,866 | $5.06M | 0.01% | +4,816+6.3% | Added |
| Quantinno Capital Management LP | 80,943 | $5.07M | 0.05% | +7,234+9.8% | Added |
| Nikko Asset Management Americas, Inc. | 81,442 | $5.10M | 0.06% | −4,628−5.4% | Reduced |
| South State Corp. | 81,681 | $5.12M | 0.34% | −4,764−5.5% | Reduced |
| Banco Santander, S.A. | 82,138 | $5.15M | 0.06% | −3,237−3.8% | Reduced |
| CSS LLC | 83,049 | $5.20M | 0.31% | +40,030+93.1% | Added |
| GWM Advisors LLC | 84,087 | $5.27M | 0.03% | −1,283−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,913 | $5.32M | 0.00% | −4,683−5.2% | Reduced |
| New England Asset Management Inc | 85,415 | $5.35M | 0.91% | −13,125−13.3% | Reduced |
| Federated Hermes, Inc. | 85,835 | $5.38M | 0.01% | −36,889−30.1% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $5.39M | 2.96% | 00.0% | Unchanged |
| Stephens Inc | 87,102 | $5.46M | 0.08% | −82,386−48.6% | Reduced |
| Keybank National Association | 89,697 | $5.62M | 0.02% | −3,143−3.4% | Reduced |
| Pinnacle Financial Partners Inc | 89,934 | $5.63M | 0.11% | −53,745−37.4% | Reduced |
| RSM US Wealth Management LLC | 91,225 | $5.64M | 0.08% | +13,617+17.5% | Added |
| Claret Asset Management Corp | 90,881 | $5.69M | 0.90% | −1,272−1.4% | Reduced |
| Jones Financial Companies LLLP | 91,534 | $5.73M | 0.01% | +34,103+59.4% | Added |
| Brown Brothers Harriman & Co | 94,441 | $5.92M | 0.04% | +8,815+10.3% | Added |
| Renaissance Group LLC | 96,016 | $6.02M | 0.25% | −3,141−3.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 96,044 | $6.02M | 0.01% | 00.0% | Unchanged |
| Heritage Investors Management Corp | 96,050 | $6.02M | 0.19% | +872+0.9% | Added |
| Squarepoint Ops LLC | 97,270 | $6.09M | 0.02% | −7,443−7.1% | Reduced |
| Fifth Third Bancorp | 97,445 | $6.10M | 0.02% | −20,235−17.2% | Reduced |
| Synovus Financial Corp | 97,786 | $6.13M | 0.08% | −7,888−7.5% | Reduced |
| Intrepid Family Office LLC | 100,000 | $6.26M | 6.61% | +100,000 | New |
| Lighthouse Investment Partners, LLC | 100,000 | $6.26M | 0.24% | +100,000 | New |
| Eagle Global Advisors LLC | 100,355 | $6.29M | 0.26% | −475−0.5% | Reduced |
| Neville Rodie & Shaw Inc | 100,895 | $6.32M | 0.46% | −7,530−6.9% | Reduced |
| Pinnacle Associates Ltd | 102,164 | $6.40M | 0.09% | −30,418−22.9% | Reduced |
| Thornburg Investment Management Inc | 102,210 | $6.40M | 0.08% | −1,711−1.6% | Reduced |
| JustInvest LLC | 102,945 | $6.45M | 0.10% | −6,627−6.0% | Reduced |
| Augustine Asset Management Inc | 104,099 | $6.52M | 1.71% | −2,053−1.9% | Reduced |
| Eastover Investment Advisors LLC | 104,966 | $6.58M | 3.08% | −1,786−1.7% | Reduced |
| Regency Capital Management Inc. | 105,792 | $6.63M | 3.59% | −2,631−2.4% | Reduced |
| Foresight Global Investors, Inc. | 110,194 | $6.90M | 5.04% | +2,000+1.8% | Added |
| Cutler Capital Management, LLC | 110,826 | $6.94M | 2.42% | +894+0.8% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.13M | 1.78% | 00.0% | Unchanged |
| Sandy Spring Bank | 117,392 | $7.35M | 0.30% | +715+0.6% | Added |
| Lockheed Martin Investment Management Co | 122,030 | $7.65M | 0.30% | +88,700+266.1% | Added |
| Baird Financial Group, Inc. | 123,284 | $7.72M | 0.01% | +3,884+3.3% | Added |