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 |
|---|---|---|---|---|---|
| Hoese & Co LLP | 300 | $18.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $18.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 300 | $18.8K | 0.01% | +300 | New |
| Central Pacific Bank - Trust Division | 302 | $18.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 307 | $19.2K | 0.01% | +4+1.3% | Added |
| Richardson Financial Services Inc. | 314 | $19.4K | 0.01% | +314 | New |
| Park Square Financial Group, LLC | 315 | $19.7K | 0.01% | +315 | New |
| Salomon & Ludwin, LLC | 319 | $20.0K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $20.0K | 0.02% | +319 | New |
| Cape Investment Advisory, Inc. | 320 | $20.0K | 0.01% | +220+220.0% | Added |
| Tacita Capital Inc | 323 | $20.2K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 300 | $20.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 324 | $20.3K | 0.01% | +138+74.2% | Added |
| Silicon Valley Capital Partners | 324 | $20.3K | 0.00% | +3+0.9% | Added |
| Park Place Capital Corp | 327 | $20.5K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 329 | $20.6K | 0.00% | −120−26.7% | Reduced |
| Castleview Partners, LLC | 327 | $20.6K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 338 | $21.1K | 0.02% | +338 | New |
| New England Capital Financial Advisors LLC | 338 | $21.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 344 | $21.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 351 | $22.0K | 0.02% | +351 | New |
| CVA Family Office, LLC | 362 | $22.7K | 0.00% | −15−4.0% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 362 | $22.7K | 0.01% | +20+5.8% | Added |
| Turim 21 Investimentos Ltda. | 345 | $22.7K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 370 | $23.2K | 0.00% | +293+380.5% | Added |
| Wiser Advisor Group LLC | 371 | $23.3K | 0.03% | +3+0.8% | Added |
| Provenance Wealth Advisors, LLC | 390 | $24.4K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 400 | $25.1K | 0.00% | −163−29.0% | Reduced |
| Y.D. More Investments Ltd | 400 | $25.1K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 402 | $25.2K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $26.8K | 0.05% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $27.0K | 0.02% | −175−28.2% | Reduced |
| Valley National Advisers Inc | 443 | $27.0K | 0.00% | +400+930.2% | Added |
| CoreFirst Bank & Trust | 439 | $27.5K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 448 | $28.1K | 0.02% | −83,476−99.5% | Reduced |
| Fairscale Capital, LLC | 450 | $28.2K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 462 | $29.0K | 0.01% | +394+579.4% | Added |
| Concord Wealth Partners | 464 | $29.1K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 492 | $30.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 495 | $31.0K | 0.01% | +45+10.0% | Added |
| Fairfield Financial Advisors, LTD | 500 | $31.3K | 0.01% | 00.0% | Unchanged |
| Human Investing LLC | 500 | $31.3K | 0.01% | +500 | New |
| Hallmark Capital Management Inc | 503 | $31.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 506 | $31.7K | 0.00% | +1+0.2% | Added |
| Pflug Koory, LLC | 517 | $32.4K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 536 | $33.7K | 0.00% | +2+0.4% | Added |
| Creative Financial Designs Inc | 546 | $34.2K | 0.00% | −11−2.0% | Reduced |
| JNBA Financial Advisors | 547 | $34.3K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 548 | $34.3K | 0.01% | +548 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $35.0K | 0.01% | −200−26.2% | Reduced |
| Millstone Evans Group, LLC | 575 | $36.0K | 0.02% | +575 | New |
| TD Capital Management LLC | 581 | $36.4K | 0.00% | +31+5.6% | Added |
| Clear Street Markets LLC | 600 | $37.6K | 0.01% | +200+50.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 603 | $37.8K | 0.00% | −177−22.7% | Reduced |
| Red Tortoise LLC | 603 | $37.8K | 0.02% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 629 | $39.4K | 0.03% | +629 | New |
| Kieckhefer Group LLC | 634 | $39.7K | 0.02% | +634 | New |
| LRI Investments, LLC | 651 | $40.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 658 | $41.2K | 0.00% | −200−23.3% | Reduced |
| WR Wealth Planners, LLC | 660 | $41.4K | 0.01% | −293−30.7% | Reduced |
| MCF Advisors LLC | 662 | $41.5K | 0.00% | −50−7.0% | Reduced |
| Resources Management Corp | 671 | $42.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 682 | $42.7K | 0.02% | +682 | New |
| Fairman Group, LLC | 689 | $43.2K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 700 | $43.9K | 0.02% | −37−5.0% | Reduced |
| Old Point Trust & Financial Services N A | 701 | $43.9K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 710 | $44.5K | 0.02% | +710 | New |
| Caldwell Sutter Capital, Inc. | 739 | $46.3K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 739 | $46.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $46.4K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 748 | $46.9K | 0.00% | +748 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $47.0K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management | 770 | $48.2K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 815 | $51.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 837 | $52.4K | 0.01% | +22+2.7% | Added |
| Harbor Investment Advisory, LLC | 893 | $55.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 893 | $56.0K | 0.03% | −267−23.0% | Reduced |
| Accredited Wealth Management, LLC | 900 | $56.4K | 0.05% | +900 | New |
| Key Financial Inc | 966 | $60.5K | 0.01% | +64+7.1% | Added |
| Asset Dedication, LLC | 981 | $61.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,000 | $62.0K | 0.03% | +4+0.4% | Added |
| Legacy Bridge, LLC | 1,000 | $62.6K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,008 | $63.0K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,010 | $63.3K | 0.01% | +1,008+50,400.0% | Added |
| Evelyn Partners Asset Management Ltd | 1,018 | $63.8K | 0.02% | +1,018 | New |
| Barrett & Company, Inc. | 1,026 | $64.3K | 0.03% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 1,063 | $66.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,077 | $67.5K | 0.00% | +111+11.5% | Added |
| Roxbury Financial LLC | 1,042 | $67.5K | 0.07% | +1,042 | New |
| Armstrong Advisory Group, Inc | 1,091 | $68.3K | 0.01% | +4+0.4% | Added |
| Golden State Wealth Management, LLC | 1,097 | $68.8K | 0.01% | +1,097 | New |
| American National Bank | 1,100 | $68.9K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,118 | $70.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,149 | $71.0K | 0.02% | −100−8.0% | Reduced |
| FIL Ltd | 1,212 | $75.9K | 0.00% | −139−10.3% | Reduced |
| UMA Financial Services, Inc. | 1,221 | $76.5K | 0.01% | +1,221 | New |
| Union Savings Bank | 1,249 | $78.2K | 0.04% | 00.0% | Unchanged |
| City State Bank | 1,282 | $80.3K | 0.03% | +465+56.9% | Added |