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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 125,794 | $7.88M | 0.52% | −2,020−1.6% | Reduced |
| Captrust Financial Advisors | 128,350 | $8.04M | 0.02% | −12,751−9.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 128,690 | $8.06M | 0.03% | −15,145−10.5% | Reduced |
| Rathbone Brothers plc | 130,889 | $8.13M | 0.04% | +91,411+231.5% | Added |
| Adell Harriman & Carpenter Inc | 130,766 | $8.19M | 0.57% | +5,564+4.4% | Added |
| Sit Investment Associates Inc | 132,853 | $8.32M | 0.19% | −11,392−7.9% | Reduced |
| Bragg Financial Advisors, Inc | 132,930 | $8.33M | 0.34% | +587+0.4% | Added |
| First Trust Advisors LP | 136,134 | $8.53M | 0.01% | +69,929+105.6% | Added |
| Avantax Advisory Services, Inc. | 139,443 | $8.74M | 0.05% | −783−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 139,564 | $8.74M | 0.02% | +3,553+2.6% | Added |
| Ci Investments Inc. | 140,484 | $8.80M | 0.03% | −59,761−29.8% | Reduced |
| Woodstock Corp | 142,051 | $8.90M | 0.86% | +968+0.7% | Added |
| Ibex Wealth Advisors | 142,217 | $8.91M | 1.05% | +142,217 | New |
| Janney Montgomery Scott LLC | 142,445 | $8.92M | 0.02% | +1,331+0.9% | Added |
| Pathstone Holdings, LLC | 142,601 | $8.93M | 0.04% | −55,171−27.9% | Reduced |
| Mercer Global Advisors Inc | 142,966 | $8.96M | 0.02% | −58,016−28.9% | Reduced |
| Prospera Financial Services Inc | 144,064 | $9.03M | 0.21% | +8,858+6.6% | Added |
| Advisor Group Holdings, Inc. | 144,293 | $9.04M | 0.02% | −51,929−26.5% | Reduced |
| Manning & Napier Advisors LLC | 147,271 | $9.23M | 0.11% | −5,224−3.4% | Reduced |
| MML Investors Services, LLC | 149,983 | $9.40M | 0.03% | +23,162+18.3% | Added |
| TD Waterhouse Canada Inc. | 153,270 | $9.60M | 0.08% | +3,430+2.3% | Added |
| Edgemoor Investment Advisors, Inc. | 155,418 | $9.74M | 0.86% | −2,371−1.5% | Reduced |
| Cohen Klingenstein LLC | 158,098 | $9.90M | 0.34% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 159,626 | $10.0M | 0.11% | +49,011+44.3% | Added |
| Sanctuary Advisors, LLC | 151,484 | $10.1M | 0.06% | −384−0.3% | Reduced |
| Trexquant Investment LP | 164,700 | $10.3M | 0.12% | +80,641+95.9% | Added |
| Moore Capital Management, LP | 167,009 | $10.5M | 0.20% | +167,009 | New |
| SIR Capital Management, L.P. | 169,901 | $10.6M | 1.10% | +53,300+45.7% | Added |
| Country Club Bank | 173,534 | $10.7M | 0.72% | +974+0.6% | Added |
| Allied Investment Advisors, LLC | 173,687 | $10.9M | 2.19% | +1,394+0.8% | Added |
| FineMark National Bank & Trust | 174,614 | $10.9M | 0.38% | −2,238−1.3% | Reduced |
| Euro Pacific Asset Management, LLC | 174,497 | $11.2M | 2.41% | −4,762−2.7% | Reduced |
| Oppenheimer Asset Management Inc. | 178,706 | $11.2M | 0.14% | −23,196−11.5% | Reduced |
| D.A. Davidson & Co. | 179,412 | $11.2M | 0.09% | +9,903+5.8% | Added |
| Colony Group, LLC | 185,814 | $11.6M | 0.03% | +93,109+100.4% | Added |
| Glenmede Trust Co NA | 185,821 | $11.6M | 0.06% | −4,760−2.5% | Reduced |
| Cetera Investment Advisers | 187,489 | $11.7M | 0.02% | +18,317+10.8% | Added |
| Edge Capital Group, LLC | 13 | $11.8M | 0.53% | −125,760−100.0% | Reduced |
| Van Hulzen Asset Management, LLC | 189,310 | $11.9M | 0.87% | +3,533+1.9% | Added |
| Tocqueville Asset Management L.P. | 189,770 | $11.9M | 0.19% | −253−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 199,856 | $12.5M | 0.00% | +14,937+8.1% | Added |
| QRG Capital Management, Inc. | 201,575 | $12.6M | 0.13% | +6,038+3.1% | Added |
| Stamos Capital Partners, L.P. | 202,400 | $12.7M | 2.98% | +34,720+20.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 203,841 | $12.8M | 0.06% | +190,359+1,411.9% | Added |
| SEI Investments Co | 206,925 | $13.0M | 0.02% | −82,725−28.6% | Reduced |
| Becker Capital Management Inc | 211,201 | $13.2M | 0.43% | −4,836−2.2% | Reduced |
| South Dakota Investment Council | 211,777 | $13.3M | 0.26% | 00.0% | Unchanged |
| M&T Bank Corp | 214,525 | $13.4M | 0.05% | −3,995−1.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 216,782 | $13.6M | 0.12% | −11,234−4.9% | Reduced |
| Evergreen Capital Management LLC | 218,933 | $13.7M | 0.45% | +1,995+0.9% | Added |
| American Assets Investment Management, LLC | 221,000 | $13.8M | 1.13% | 00.0% | Unchanged |
| Huber Capital Management LLC | 230,152 | $14.4M | 2.87% | −149,737−39.4% | Reduced |
| Davenport & Co LLC | 231,891 | $14.5M | 0.09% | −2,391−1.0% | Reduced |
| 1832 Asset Management L.P. | 234,356 | $14.7M | 0.03% | −475,569−67.0% | Reduced |
| Americana Partners, LLC | 235,467 | $14.8M | 0.60% | +185,711+373.2% | Added |
| Klingenstein Fields & Co LP | 240,120 | $15.0M | 0.61% | +1,074+0.4% | Added |
| Willis Johnson & Associates, Inc. | 241,906 | $15.2M | 1.16% | −35,490−12.8% | Reduced |
| Sapient Capital LLC | 244,845 | $15.3M | 0.29% | +20,332+9.1% | Added |
| Northwestern Mutual Wealth Management Co | 251,774 | $15.8M | 0.01% | +6,179+2.5% | Added |
| Grandfield & Dodd, LLC | 253,618 | $15.9M | 0.98% | −657−0.3% | Reduced |
| Logan Capital Management Inc | 258,441 | $16.2M | 0.68% | +2,381+0.9% | Added |
| Truist Financial Corp | 267,028 | $16.7M | 0.03% | −15,355−5.4% | Reduced |
| Citigroup Inc | 267,155 | $16.7M | 0.02% | −15,783−5.6% | Reduced |
| Anchor Capital Advisors LLC | 277,360 | $17.4M | 0.50% | −2,106−0.8% | Reduced |
| Optiver Holding B.V. | 295,380 | $18.5M | 0.60% | +295,380 | New |
| Northwest & Ethical Investments L.P. | 295,907 | $18.5M | 0.50% | −26,784−8.3% | Reduced |
| Wedge Capital Management L L P | 300,740 | $18.8M | 0.34% | −5,602−1.8% | Reduced |
| Creative Planning | 305,727 | $19.2M | 0.02% | −764−0.2% | Reduced |
| SG Americas Securities, LLC | 307,440 | $19.3M | 0.08% | +305,606+16,663.4% | Added |
| Everett Harris & Co | 309,269 | $19.4M | 0.24% | +81,025+35.5% | Added |
| Guardian Capital LP | 311,009 | $19.5M | 0.72% | +3,223+1.0% | Added |
| Cubist Systematic Strategies, LLC | 316,229 | $19.8M | 0.32% | −17,927−5.4% | Reduced |
| Harvest Portfolios Group Inc. | 319,495 | $20.0M | 0.67% | +48,864+18.1% | Added |
| Lloyd Harbor Capital Management, LLC | 320,000 | $20.0M | 13.12% | +320,000 | New |
| TruWealth Advisors, LLC | 322,604 | $20.2M | 1.22% | −98,221−23.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 331,460 | $20.8M | 1.44% | +2,453+0.7% | Added |
| Mariner, LLC | 332,992 | $20.9M | 0.04% | −4,002−1.2% | Reduced |
| Willis Investment Counsel | 339,122 | $21.2M | 1.39% | +2,748+0.8% | Added |
| Hikari Power Ltd | 341,900 | $21.4M | 1.85% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 342,566 | $21.5M | 2.79% | +5,164+1.5% | Added |
| CIBC World Markets Inc. | 347,412 | $21.8M | 0.05% | −5,352−1.5% | Reduced |
| Thomasville National Bank | 349,953 | $21.9M | 1.58% | +16,119+4.8% | Added |
| US Bancorp | 367,239 | $23.0M | 0.03% | −10,700−2.8% | Reduced |
| Commonwealth Equity Services, LLC | 368,016 | $23.1M | 0.03% | −79,038−17.7% | Reduced |
| Point72 Asset Management, L.P. | 374,843 | $23.5M | 0.06% | −5,099,618−93.2% | Reduced |
| Cerity Partners LLC | 380,485 | $24.1M | 0.05% | −3,907−1.0% | Reduced |
| Gabelli Funds LLC | 393,800 | $24.7M | 0.19% | −400−0.1% | Reduced |
| Crossmark Global Holdings, Inc. | 394,592 | $24.7M | 0.45% | +148,823+60.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 422,477 | $26.5M | 0.05% | +25,976+6.6% | Added |
| HighTower Advisors, LLC | 431,847 | $27.1M | 0.04% | −31,950−6.9% | Reduced |
| Kornitzer Capital Management Inc | 442,363 | $27.7M | 0.54% | −23,804−5.1% | Reduced |
| Cullen Capital Management LLC | 443,854 | $27.8M | 0.32% | −3,876−0.9% | Reduced |
| National Bank of Canada | 445,422 | $27.9M | 0.04% | +313,018+236.4% | Added |
| CI Private Wealth, LLC | 460,092 | $28.6M | 0.05% | −16,306−3.4% | Reduced |
| Neuberger Berman Group LLC | 477,437 | $29.9M | 0.02% | −99,385−17.2% | Reduced |
| Jane Street Group, LLC | 484,943 | $30.4M | 0.05% | +399,005+464.3% | Added |
| First Eagle Investment Management, LLC | 487,840 | $30.6M | 0.07% | +67,371+16.0% | Added |
| Toroso Investments, LLC | 492,747 | $30.9M | 0.25% | +262,720+114.2% | Added |
| Foundry Partners, LLC | 498,637 | $31.2M | 1.57% | −3,451−0.7% | Reduced |
| Aventail Capital Group, LP | 500,000 | $31.3M | 1.64% | −117,925−19.1% | Reduced |