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 |
|---|---|---|---|---|---|
| First Command Advisory Services, Inc. | 1,283 | $80.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $81.4K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,347 | $84.4K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,387 | $86.9K | 0.01% | +14+1.0% | Added |
| West Branch Capital LLC | 1,439 | $90.2K | 0.03% | −7−0.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,462 | $92.0K | 0.01% | +1,462 | New |
| Crews Bank & Trust | 1,479 | $92.7K | 0.02% | +1,479 | New |
| Glass Jacobson Investment Advisors llc | 1,486 | $93.1K | 0.03% | +97+7.0% | Added |
| BFSG, LLC | 1,495 | $93.7K | 0.01% | +34+2.3% | Added |
| Chesapeake Asset Management LLC | 1,505 | $94.3K | 0.09% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,511 | $94.7K | 0.06% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,521 | $95.3K | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,616 | $100.0K | 0.03% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1,598 | $100.1K | 0.01% | +1,598 | New |
| Advisors Preferred, LLC | 1,590 | $100.3K | 0.02% | −2,742−63.3% | Reduced |
| Versant Capital Management, Inc | 1,618 | $101.4K | 0.02% | +710+78.2% | Added |
| CoreCap Advisors, LLC | 1,648 | $103.2K | 0.00% | −106−6.0% | Reduced |
| Venturi Wealth Management, LLC | 1,654 | $103.6K | 0.01% | +79+5.0% | Added |
| Pinnacle Bancorp, Inc. | 1,675 | $104.9K | 0.03% | −150−8.2% | Reduced |
| Hollencrest Capital Management | 1,685 | $105.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,731 | $108.4K | 0.02% | +3+0.2% | Added |
| Sawyer & Company, Inc | 1,761 | $110.0K | 0.04% | −1,395−44.2% | Reduced |
| SRS Capital Advisors, Inc. | 1,764 | $110.5K | 0.01% | +335+23.4% | Added |
| Alaska Permanent Fund Corp | 1,835 | $115.0K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,866 | $116.9K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,889 | $118.3K | 0.01% | −95−4.8% | Reduced |
| First Pacific Financial | 1,908 | $119.5K | 0.03% | +17+0.9% | Added |
| Princeton Global Asset Management LLC | 1,914 | $119.9K | 0.02% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,950 | $122.2K | 0.03% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $125.3K | 0.06% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $129.9K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 2,100 | $131.6K | 0.00% | −32,176−93.9% | Reduced |
| Nisa Investment Advisors, LLC | 2,139 | $134.0K | 0.00% | +200+10.3% | Added |
| BOK Financial Private Wealth, Inc. | 2,144 | $134.3K | 0.01% | −310−12.6% | Reduced |
| Highline Wealth Partners LLC | 2,159 | $135.3K | 0.04% | −79−3.5% | Reduced |
| Laurel Wealth Advisors LLC | 2,165 | $135.6K | 0.02% | +461+27.1% | Added |
| Empirical Asset Management, LLC | 46,876 | $136.4K | 0.05% | +46,876 | New |
| Whipplewood Advisors, LLC | 2,203 | $138.0K | 0.08% | +2,203 | New |
| Tanglewood Legacy Advisors, LLC | 2,208 | $138.3K | 0.06% | −1,040−32.0% | Reduced |
| Oarsman Capital, Inc. | 2,236 | $140.1K | 0.02% | 00.0% | Unchanged |
| Wintrust Investments LLC | 2,275 | $142.0K | 0.13% | +302+15.3% | Added |
| Skopos Labs, Inc. | 2,272 | $142.3K | 0.04% | +1,739+326.3% | Added |
| Redwood Investments, LLC | 2,315 | $145.0K | 0.04% | +2,315 | New |
| PFG Private Wealth Management, LLC | 2,394 | $150.0K | 0.09% | −6−0.3% | Reduced |
| ORG Wealth Partners, LLC | 2,445 | $153.2K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 2,480 | $155.4K | 0.01% | −1,065−30.0% | Reduced |
| First PREMIER Bank | 2,500 | $157.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,512 | $157.4K | 0.02% | −507−16.8% | Reduced |
| Salem Investment Counselors Inc | 2,514 | $157.5K | 0.01% | −52−2.0% | Reduced |
| R Squared Ltd | 2,560 | $160.4K | 0.16% | +2,560 | New |
| New Wave Wealth Advisors LLC | 2,569 | $160.9K | 0.07% | +2,569 | New |
| Addison Advisors LLC | 2,619 | $164.1K | 0.05% | −106−3.9% | Reduced |
| Riverview Trust Co | 2,629 | $164.7K | 0.15% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,678 | $167.8K | 0.01% | −200−6.9% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,785 | $174.5K | 0.01% | −847−23.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 2,952 | $184.9K | 0.13% | +2,952 | New |
| AllSquare Wealth Management LLC | 3,000 | $187.9K | 0.11% | −2,000−40.0% | Reduced |
| Spirit of America Management Corp | 3,000 | $187.9K | 0.04% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,000 | $187.9K | 0.07% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,028 | $189.7K | 0.02% | −59−1.9% | Reduced |
| JFS Wealth Advisors, LLC | 3,035 | $190.1K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,105 | $194.5K | 0.02% | −87−2.7% | Reduced |
| Peoples Financial Services Corp. | 3,150 | $197.3K | 0.09% | 00.0% | Unchanged |
| City Holding Co | 3,175 | $198.9K | 0.03% | −35−1.1% | Reduced |
| Thompson Investment Management, Inc. | 3,176 | $199.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 3,180 | $199.2K | 0.05% | +2,008+171.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $200.2K | 0.02% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 3,062 | $200.2K | 0.06% | +3,062 | New |
| Harvest Investment Services, LLC | 3,199 | $200.4K | 0.05% | +3,199 | New |
| Hexagon Capital Partners LLC | 3,200 | $200.5K | 0.04% | −799−20.0% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $200.5K | 0.04% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,201 | $200.5K | 0.01% | −382−10.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $202.0K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,230 | $202.4K | 0.02% | 00.0% | Unchanged |
| StoneX Group Inc. | 3,237 | $202.8K | 0.01% | −123−3.7% | Reduced |
| Medallion Wealth Advisors, LLC | 3,076 | $202.9K | 0.10% | +3,076 | New |
| Ascension Capital Advisors, Inc. | 3,242 | $203.1K | 0.09% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 3,268 | $204.7K | 0.07% | +169+5.5% | Added |
| Fiduciary Group LLC | 3,286 | $205.9K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,287 | $205.9K | 0.05% | +3,287 | New |
| Duncker Streett & Co Inc | 3,289 | $206.1K | 0.04% | −845−20.4% | Reduced |
| Clarus Group, Inc. | 3,290 | $206.1K | 0.07% | +11+0.3% | Added |
| Birchcreek Wealth Management, LLC | 3,294 | $206.4K | 0.13% | +3,294 | New |
| Triune Financial Partners, LLC | 3,295 | $206.4K | 0.06% | +37+1.1% | Added |
| one8zero8, LLC | 3,300 | $206.7K | 0.04% | +3,300 | New |
| Cache Advisors, LLC | 3,303 | $206.9K | 0.09% | +3,303 | New |
| Roman Butler Fullerton & Co | 3,181 | $207.2K | 0.07% | +20+0.6% | Added |
| Tevis Investment Management | 3,329 | $208.6K | 0.15% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,367 | $210.9K | 0.04% | −1,402−29.4% | Reduced |
| Belpointe Asset Management LLC | 2,961 | $212.2K | 0.01% | −163−5.2% | Reduced |
| Golden State Equity Partners | 3,389 | $212.3K | 0.04% | −2,613−43.5% | Reduced |
| Foster Group, Inc. | 3,393 | $212.6K | 0.01% | +162+5.0% | Added |
| Prudent Man Advisors, LLC | 3,399 | $212.9K | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,412 | $213.8K | 0.03% | −4−0.1% | Reduced |
| Welch Group, LLC | 3,468 | $214.3K | 0.01% | +61+1.8% | Added |
| Klingman & Associates, LLC | 3,421 | $214.3K | 0.01% | +170+5.2% | Added |
| Csenge Advisory Group | 3,432 | $215.0K | 0.01% | +3,432 | New |
| Trinity Legacy Partners, LLC | 3,442 | $215.6K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 3,461 | $216.8K | 0.01% | −519−13.0% | Reduced |
| Barlow Wealth Partners, Inc. | 3,272 | $217.1K | 0.03% | 00.0% | Unchanged |