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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 3,468 | $217.3K | 0.01% | +187+5.7% | Added |
| 17 Capital Partners, LLC | 3,469 | $217.3K | 0.14% | +3,469 | New |
| Marcum Wealth, LLC | 3,474 | $217.6K | 0.02% | −385−10.0% | Reduced |
| Nations Financial Group Inc, | 3,477 | $217.9K | 0.02% | +268+8.4% | Added |
| Shikiar Asset Management Inc | 3,500 | $219.0K | 0.06% | +3,500 | New |
| Founders Capital Management, LLC | 3,496 | $219.0K | 0.04% | −766−18.0% | Reduced |
| Founders Financial Alliance, LLC | 3,507 | $219.7K | 0.06% | −2,990−46.0% | Reduced |
| United Community Bank | 3,510 | $219.9K | 0.09% | −10−0.3% | Reduced |
| Helium Advisors LLC | 3,519 | $220.5K | 0.17% | +3,519 | New |
| Weinberger Asset Management, Inc | 3,521 | $220.6K | 0.09% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 3,541 | $221.8K | 0.13% | +3,541 | New |
| Tufton Capital Management | 3,545 | $222.1K | 0.04% | 00.0% | Unchanged |
| Elgethun Capital Management | 3,553 | $222.6K | 0.05% | +470+15.2% | Added |
| Cooper Financial Group | 3,554 | $222.6K | 0.03% | +125+3.6% | Added |
| Cassaday & Co Wealth Management LLC | 3,560 | $223.1K | 0.01% | +3,560 | New |
| NorthCrest Asset Manangement, LLC | 3,573 | $223.8K | 0.01% | −168−4.5% | Reduced |
| Catalytic Wealth RIA, LLC | 3,579 | $224.2K | 0.04% | −3,718−51.0% | Reduced |
| BLB&B Advisors, LLC | 3,585 | $224.6K | 0.01% | −409−10.2% | Reduced |
| Keudell/Morrison Wealth Management | 3,595 | $225.2K | 0.06% | −839−18.9% | Reduced |
| Bridgefront Capital, LLC | 3,597 | $225.4K | 0.08% | +3,597 | New |
| Riversedge Advisors, LLC | 3,602 | $225.7K | 0.05% | +559+18.4% | Added |
| CRA Financial Services, LLC | 3,605 | $225.9K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,613 | $226.4K | 0.03% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,620 | $226.8K | 0.03% | +9+0.2% | Added |
| Vista Wealth Management Group, LLC | 3,621 | $226.9K | 0.01% | +552+18.0% | Added |
| Goodman Financial Corp | 3,626 | $227.2K | 0.05% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,629 | $227.3K | 0.09% | −8−0.2% | Reduced |
| Doliver Advisors, LP | 3,632 | $227.5K | 0.06% | +180+5.2% | Added |
| Greenwood Gearhart Inc | 3,642 | $228.2K | 0.02% | −3,531−49.2% | Reduced |
| HCR Wealth Advisors | 3,651 | $228.7K | 0.03% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,666 | $229.7K | 0.05% | −40−1.1% | Reduced |
| Holderness Investments Co | 3,679 | $230.5K | 0.05% | +3,679 | New |
| Sulzberger Capital Advisors, Inc. | 3,684 | $230.8K | 0.26% | +3,684 | New |
| Braun-Bostich & Associates Inc. | 3,695 | $231.5K | 0.17% | −510−12.1% | Reduced |
| Journey Strategic Wealth LLC | 3,715 | $232.8K | 0.01% | −1,005−21.3% | Reduced |
| Successful Portfolios LLC | 3,722 | $233.2K | 0.16% | +10.0% | Added |
| Good Life Advisors, LLC | 3,735 | $234.0K | 0.02% | −633−14.5% | Reduced |
| Boston Trust Walden Corp | 3,748 | $234.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3,760 | $235.6K | 0.00% | +368+10.8% | Added |
| Breakwater Capital Group | 3,769 | $236.1K | 0.05% | +31+0.8% | Added |
| Berger Financial Group, Inc | 3,773 | $236.4K | 0.02% | +3,773 | New |
| Financial Management Professionals, Inc. | 3,779 | $236.7K | 0.03% | −105−2.7% | Reduced |
| Leonteq Securities AG | 3,800 | $238.1K | 0.02% | −520−12.0% | Reduced |
| Saturna Capital CORP | 3,800 | $238.1K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 3,875 | $242.8K | 0.07% | −338−8.0% | Reduced |
| Bayforest Capital Ltd | 3,888 | $243.6K | 0.31% | +3,888 | New |
| Seamount Financial Group Inc | 3,896 | $244.1K | 0.17% | +3,896 | New |
| Sepio Capital, LP | 3,899 | $244.3K | 0.02% | −638−14.1% | Reduced |
| Credit Agricole S A | 3,900 | $244.3K | 0.00% | 00.0% | Unchanged |
| Plan Group Financial, LLC | 3,901 | $244.4K | 0.13% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,907 | $244.8K | 0.01% | +188+5.1% | Added |
| Chapin Davis, Inc. | 3,719 | $245.3K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 3,919 | $245.5K | 0.02% | +14+0.4% | Added |
| First Citizens Bank & Trust Co | 3,921 | $245.7K | 0.00% | +775+24.6% | Added |
| Palisade Asset Management, LLC | 3,921 | $245.7K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $245.9K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,919 | $246.0K | 0.12% | −120−3.0% | Reduced |
| Beacon Financial Advisory LLC | 3,927 | $246.0K | 0.08% | +36+0.9% | Added |
| Confluence Wealth Services, Inc. | 3,698 | $246.5K | 0.02% | −140−3.6% | Reduced |
| Mechanics Bank Trust Department | 3,949 | $247.4K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 3,950 | $247.5K | 0.08% | −3−0.1% | Reduced |
| Triasima Portfolio Management inc. | 3,975 | $249.0K | 0.05% | +3,975 | New |
| Uhlmann Price Securities, LLC | 3,976 | $249.1K | 0.19% | +7+0.2% | Added |
| ESL Trust Services, LLC | 3,984 | $249.6K | 0.06% | +3,984 | New |
| Foundations Investment Advisors, LLC | 3,988 | $249.8K | 0.00% | −154−3.7% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,990 | $250.0K | 0.01% | +129+3.3% | Added |
| Montecito Bank & Trust | 3,995 | $250.3K | 0.04% | +900+29.1% | Added |
| Lafayette Investments, Inc. | 4,000 | $250.6K | 0.05% | −452−10.2% | Reduced |
| Diversify Advisory Services, LLC | 3,861 | $250.7K | 0.01% | −405−9.5% | Reduced |
| First Foundation Advisors | 4,007 | $251.0K | 0.01% | −2,026−33.6% | Reduced |
| Marco Investment Management LLC | 4,007 | $251.0K | 0.02% | +400+11.1% | Added |
| Coastal Bridge Advisors, LLC | 4,021 | $251.9K | 0.06% | +8+0.2% | Added |
| Phillips Wealth Planners LLC | 3,888 | $252.5K | 0.25% | +44+1.1% | Added |
| Gillespie Robinson & Grimm Inc | 4,039 | $253.0K | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 4,051 | $253.8K | 0.01% | −247−5.7% | Reduced |
| Argent Advisors, Inc. | 4,059 | $254.3K | 0.09% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,089 | $256.2K | 0.10% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,981 | $256.9K | 0.06% | +71+1.8% | Added |
| GAMMA Investing LLC | 4,107 | $257.3K | 0.02% | −954−18.9% | Reduced |
| Gateway Wealth Partners, LLC | 4,113 | $257.7K | 0.07% | −248−5.7% | Reduced |
| Ballew Advisors, Inc | 3,981 | $258.6K | 0.17% | −195−4.7% | Reduced |
| Berkshire Asset Management LLC | 3,964 | $259.2K | 0.01% | −2,214−35.8% | Reduced |
| Old Port Advisors | 4,149 | $259.9K | 0.07% | +325+8.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 4,157 | $260.4K | 0.02% | −65−1.5% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $260.9K | 0.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $261.1K | 0.18% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 4,175 | $261.6K | 0.22% | +4,175 | New |
| Cetera Trust Company, N.A | 4,190 | $262.5K | 0.17% | +40+1.0% | Added |
| Sax Wealth Advisors, LLC | 4,203 | $263.3K | 0.02% | +32+0.8% | Added |
| SevenBridge Financial Group, LLC | 3,929 | $264.7K | 0.05% | 00.0% | Unchanged |
| Broyhill Asset Management | 4,240 | $265.6K | 0.23% | +4,240 | New |
| Clear Creek Financial Management, LLC | 4,242 | $265.8K | 0.03% | +1,048+32.8% | Added |
| Levin Capital Strategies, L.P. | 4,250 | $266.3K | 0.03% | −1,325−23.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,251 | $266.4K | 0.05% | −3,419−44.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,256 | $266.6K | 0.07% | −47−1.1% | Reduced |
| Ransom Advisory, Ltd | 4,261 | $267.0K | 0.12% | −312−6.8% | Reduced |
| Alliance Wealth Advisors, LLC | 4,295 | $269.1K | 0.15% | +10.0% | Added |
| Hardy Reed LLC | 4,354 | $272.8K | 0.02% | −43−1.0% | Reduced |
| Washington Trust Co | 4,360 | $273.2K | 0.01% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,365 | $273.5K | 0.21% | 00.0% | Unchanged |