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 |
|---|---|---|---|---|---|
| Penn Davis McFarland Inc | 505,029 | $31.6M | 3.44% | −404−0.1% | Reduced |
| Great Lakes Advisors, LLC | 505,851 | $31.7M | 0.27% | −15,687−3.0% | Reduced |
| Fayez Sarofim & Co | 536,986 | $33.6M | 0.08% | −33,661−5.9% | Reduced |
| Alyeska Investment Group, L.P. | 546,879 | $34.3M | 0.13% | −651,462−54.4% | Reduced |
| Clark Capital Management Group, Inc. | 556,239 | $34.8M | 0.24% | +552,412+14,434.6% | Added |
| Ameriprise Financial Inc | 567,552 | $35.6M | 0.01% | +123,487+27.8% | Added |
| Balyasny Asset Management LLC | 582,361 | $36.5M | 0.08% | −934,350−61.6% | Reduced |
| Bank of New York Mellon Corp | 590,728 | $37.0M | 0.01% | +68,120+13.0% | Added |
| Douglas Lane & Associates, LLC | 618,316 | $38.7M | 0.55% | −96,226−13.5% | Reduced |
| Citadel Advisors LLC | 645,251 | $40.4M | 0.04% | −292,955−31.2% | Reduced |
| Letko, Brosseau & Associates Inc | 658,852 | $41.3M | 0.80% | −4,725−0.7% | Reduced |
| Russell Investments Group, Ltd. | 669,475 | $41.9M | 0.06% | −122,419−15.5% | Reduced |
| Renaissance Technologies LLC | 673,786 | $42.2M | 0.06% | −12,200−1.8% | Reduced |
| Qube Research & Technologies Ltd | 683,793 | $42.8M | 0.07% | +74,484+12.2% | Added |
| Yaupon Capital Management LP | 686,365 | $43.0M | 2.72% | −7,276−1.0% | Reduced |
| Thrivent Financial for Lutherans | 703,484 | $44.1M | 0.09% | −11,506−1.6% | Reduced |
| Bank of Montreal | 707,033 | $44.3M | 0.02% | +24,888+3.6% | Added |
| LPL Financial LLC | 723,534 | $45.3M | 0.02% | −5,250−0.7% | Reduced |
| Invesco Ltd. | 741,884 | $46.5M | 0.01% | −67,755−8.4% | Reduced |
| Verition Fund Management LLC | 756,354 | $47.4M | 0.24% | +39,601+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 762,190 | $47.8M | 0.42% | +26,020+3.5% | Added |
| Capital Research Global Investors | 765,650 | $48.0M | 0.01% | −1,720−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 800,000 | $50.1M | 0.09% | +400,000+100.0% | Added |
| Boston Partners | 805,528 | $50.5M | 0.06% | −7,963−1.0% | Reduced |
| Bridgewater Associates, LP | 831,000 | $52.1M | 0.24% | +697,806+523.9% | Added |
| Brandywine Global Investment Management, LLC | 875,987 | $54.9M | 0.40% | −154,661−15.0% | Reduced |
| The PNC Financial Services Group, Inc. | 884,892 | $55.4M | 0.04% | −5,288−0.6% | Reduced |
| American Century Companies Inc | 897,154 | $56.2M | 0.03% | +54,305+6.4% | Added |
| Energy Income Partners, LLC | 948,060 | $59.4M | 1.22% | −39,273−4.0% | Reduced |
| CIBC Private Wealth Group, LLC | 929,488 | $60.2M | 0.11% | −5,321−0.6% | Reduced |
| Two Sigma Advisers, LP | 1,003,200 | $62.9M | 0.15% | +348,300+53.2% | Added |
| Pacer Advisors, Inc. | 1,008,002 | $63.2M | 0.14% | +32,603+3.3% | Added |
| Equity Investment Corp | 1,023,439 | $64.1M | 1.50% | +10,795+1.1% | Added |
| Alliancebernstein L.P. | 1,076,220 | $67.4M | 0.02% | −305,039−22.1% | Reduced |
| Marshall Wace, LLP | 1,101,239 | $69.0M | 0.09% | −41,996−3.7% | Reduced |
| Todd Asset Management LLC | 1,214,321 | $76.1M | 1.82% | +14,225+1.2% | Added |
| Natixis Advisors, L.P. | 1,244,358 | $78.0M | 0.15% | −57,373−4.4% | Reduced |
| Mackenzie Financial Corp | 1,273,966 | $79.8M | 0.11% | −105,115−7.6% | Reduced |
| Van Eck Associates Corp | 1,280,199 | $80.2M | 0.10% | −82,910−6.1% | Reduced |
| Freestone Grove Partners LP | 1,328,075 | $83.2M | 1.02% | +1,328,075 | New |
| Silvercrest Asset Management Group LLC | 1,381,277 | $86.5M | 0.58% | +37,160+2.8% | Added |
| Raymond James Financial Inc | 1,463,946 | $91.7M | 0.03% | +1,463,946 | New |
| Brandes Investment Partners, LP | 1,491,486 | $93.4M | 1.04% | +31,209+2.1% | Added |
| Holocene Advisors, LP | 1,538,382 | $96.4M | 0.31% | −2,235,235−59.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,748,486 | $109.5M | 0.33% | −65,883−3.6% | Reduced |
| Mondrian Investment Partners LTD | 1,663,880 | $109.6M | 1.81% | −10,176−0.6% | Reduced |
| Stifel Financial Corp | 1,788,820 | $112.1M | 0.12% | −2,798−0.2% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $116.4M | 0.11% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1,988,687 | $124.6M | 0.01% | +612,660+44.5% | Added |
| Envestnet Asset Management Inc | 2,041,069 | $127.9M | 0.04% | −95,242−4.5% | Reduced |
| Two Sigma Investments, LP | 2,059,719 | $129.0M | 0.30% | −11,582−0.6% | Reduced |
| Nuveen Asset Management, LLC | 2,243,248 | $140.5M | 0.04% | −31,911−1.4% | Reduced |
| Merewether Investment Management, LP | 2,262,997 | $141.8M | 5.66% | +718,233+46.5% | Added |
| Empyrean Capital Partners, LP | 2,300,000 | $144.1M | 7.26% | +200,000+9.5% | Added |
| Amundi | 2,256,270 | $146.0M | 0.05% | −224,790−9.1% | Reduced |
| Wells Fargo & Company | 2,381,068 | $149.2M | 0.04% | −29,204−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 2,494,415 | $156.3M | 0.40% | −630,869−20.2% | Reduced |
| Lord, Abbett & Co. LLC | 2,675,600 | $167.6M | 0.53% | −218,004−7.5% | Reduced |
| Jennison Associates LLC | 3,045,043 | $190.8M | 0.12% | +30,844+1.0% | Added |
| Westwood Global Investments, LLC | 3,046,886 | $190.9M | 4.85% | +34,143+1.1% | Added |
| Northern Trust Corp | 3,101,330 | $194.3M | 0.03% | +519,105+20.1% | Added |
| Harding Loevner LP | 3,288,445 | $206.0M | 1.39% | −146,323−4.3% | Reduced |
| UBS Group AG | 3,393,394 | $212.6M | 0.05% | +2,030,981+149.1% | Added |
| Voloridge Investment Management, LLC | 3,463,372 | $217.0M | 0.77% | +2,182,253+170.3% | Added |
| Pzena Investment Management LLC | 3,577,175 | $224.1M | 0.76% | −122,342−3.3% | Reduced |
| Royal Bank of Canada | 3,959,037 | $248.0M | 0.05% | +35,735+0.9% | Added |
| Goldman Sachs Group Inc | 4,653,411 | $291.5M | 0.06% | +203,594+4.6% | Added |
| Mawer Investment Management Ltd. | 5,145,650 | $322.4M | 1.46% | −137,218−2.6% | Reduced |
| Millennium Management LLC | 5,385,953 | $337.4M | 0.29% | +444,228+9.0% | Added |
| 40 North Management LLC | 5,480,000 | $343.3M | 19.13% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,023,173 | $377.4M | 0.11% | +50,228+0.8% | Added |
| Orbis Allan Gray Ltd | 6,662,537 | $417.4M | 2.25% | −3,160,428−32.2% | Reduced |
| Price T Rowe Associates Inc | 6,900,669 | $432.3M | 0.05% | −183,954−2.6% | Reduced |
| D. E. Shaw & Co., Inc. | 7,254,467 | $454.5M | 0.50% | +2,247,462+44.9% | Added |
| BlackRock, Inc. | 7,508,423 | $470.4M | 0.01% | +295,995+4.1% | Added |
| Wellington Management Group LLP | 7,982,817 | $500.1M | 0.09% | +238,705+3.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 8,524,772 | $534.1M | 1.78% | +1,614,578+23.4% | Added |
| Bank of America Corp | 8,904,444 | $557.9M | 0.05% | −98,289−1.1% | Reduced |
| Morgan Stanley | 10,188,590 | $638.3M | 0.04% | −1,246,475−10.9% | Reduced |
| Eagle Capital Management LLC | 14,744,691 | $923.8M | 3.37% | −380,190−2.5% | Reduced |
| Dimensional Fund Advisors LP | 22,821,680 | $1.43B | 0.34% | −100,274−0.4% | Reduced |
| Fisher Asset Management, LLC | 24,938,735 | $1.56B | 0.62% | +408,088+1.7% | Added |
| FMR LLC | 86,417,177 | $5.41B | 0.32% | +21,118,234+32.3% | Added |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −565,189−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −260,000−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −198,300−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −118,243−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −107,860−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −82,055−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −66,386−100.0% | Sold out |
| Pale Fire Capital SE | 0 | $0 | 0.00% | −40,925−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −38,076−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −37,206−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −35,856−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −32,914−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −31,844−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −20,885−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −20,521−100.0% | Sold out |
| Recurrent Investment Advisors LLC | 0 | $0 | 0.00% | −129,346−100.0% | Sold out |