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 |
|---|---|---|---|---|---|
| Key Client Fiduciary Advisors, LLC | 4,379 | $274.3K | 0.12% | −128−2.8% | Reduced |
| Southeast Asset Advisors Inc. | 4,380 | $274.4K | 0.03% | +115+2.7% | Added |
| Brookstone Capital Management | 4,381 | $274.5K | 0.00% | −297−6.3% | Reduced |
| Texas Capital Bancshares Inc | 4,409 | $276.2K | 0.11% | −23−0.5% | Reduced |
| Grange Capital, LLC | 4,413 | $276.5K | 0.29% | +4,413 | New |
| Ameriflex Group, Inc. | 4,214 | $277.5K | 0.13% | +4,214 | New |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 4,451 | $279.0K | 0.02% | +561+14.4% | Added |
| First American Trust, FSB | 4,455 | $279.1K | 0.03% | −180−3.9% | Reduced |
| Old Mission Investment Co LLC | 4,469 | $280.0K | 0.08% | +4,469 | New |
| Traveka Wealth, LLC | 4,469 | $280.0K | 0.15% | −226−4.8% | Reduced |
| Canopy Partners, LLC | 4,474 | $280.3K | 0.11% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,475 | $280.4K | 0.14% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,489 | $281.2K | 0.03% | +229+5.4% | Added |
| Vista Investment Partners II, LLC | 4,517 | $283.0K | 0.17% | +4,517 | New |
| St Germain D J Co Inc | 4,533 | $284.0K | 0.01% | +125+2.8% | Added |
| Carret Asset Management, LLC | 4,536 | $284.2K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $285.1K | 0.05% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,560 | $285.7K | 0.01% | −2,104−31.6% | Reduced |
| Virtu Financial LLC | 4,559 | $286.0K | 0.02% | −73,589−94.2% | Reduced |
| Ancora Advisors, LLC | 4,577 | $286.7K | 0.01% | +141+3.2% | Added |
| First Financial Corp | 4,589 | $287.5K | 0.13% | +90+2.0% | Added |
| Resonant Capital Advisors, LLC | 4,640 | $290.7K | 0.02% | −227−4.7% | Reduced |
| Eagle Harbor Asset Management Inc | 4,653 | $291.5K | 0.29% | −65−1.4% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $291.6K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 4,655 | $291.6K | 0.18% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,665 | $292.3K | 0.01% | −1,295−21.7% | Reduced |
| Geneos Wealth Management Inc. | 4,667 | $292.4K | 0.01% | −632−11.9% | Reduced |
| McAdam, LLC | 4,668 | $292.4K | 0.02% | +16+0.3% | Added |
| Keating Investment Counselors Inc | 4,675 | $292.9K | 0.09% | −1,125−19.4% | Reduced |
| Strategic Financial Concepts, LLC | 4,675 | $292.9K | 0.06% | +4,675 | New |
| Macquarie Group Ltd | 4,742 | $297.0K | 0.00% | +369+8.4% | Added |
| Everstar Asset Management, LLC | 4,757 | $298.0K | 0.21% | +564+13.5% | Added |
| Brave Asset Management Inc | 4,800 | $300.7K | 0.10% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 4,804 | $301.0K | 0.03% | −831−14.7% | Reduced |
| Patten & Patten Inc | 4,818 | $301.8K | 0.02% | +635+15.2% | Added |
| Abel Hall, LLC | 4,821 | $302.0K | 0.19% | +37+0.8% | Added |
| Red Door Wealth Management, LLC | 4,821 | $302.0K | 0.05% | −63−1.3% | Reduced |
| Concorde Asset Management, LLC | 4,823 | $302.2K | 0.16% | −11−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,828 | $302.5K | 0.02% | +62+1.3% | Added |
| E&G Advisors, LP | 4,829 | $302.5K | 0.08% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,841 | $303.3K | 0.03% | +24+0.5% | Added |
| Atlas Brown,Inc. | 4,842 | $303.4K | 0.10% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,856 | $304.2K | 0.01% | −15,473−76.1% | Reduced |
| Isthmus Partners, LLC | 4,867 | $304.9K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,880 | $306.0K | 0.01% | +444+10.0% | Added |
| Essex Financial Services, Inc. | 4,907 | $307.4K | 0.02% | −118−2.3% | Reduced |
| Personal Cfo Solutions, LLC | 4,911 | $307.6K | 0.06% | −851−14.8% | Reduced |
| Swiss Life Asset Management Ltd | 4,915 | $307.9K | 0.00% | −2,625−34.8% | Reduced |
| Balentine LLC | 4,919 | $308.2K | 0.01% | 00.0% | Unchanged |
| Ti-Trust, Inc | 4,920 | $308.2K | 0.21% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,950 | $310.1K | 0.16% | −716−12.6% | Reduced |
| Rehmann Capital Advisory Group | 4,960 | $310.8K | 0.02% | −720−12.7% | Reduced |
| Aveo Capital Partners, LLC | 4,964 | $311.0K | 0.03% | −116−2.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $311.2K | 0.06% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,979 | $311.9K | 0.08% | +101+2.1% | Added |
| Lynx Investment Advisory | 4,981 | $312.1K | 0.21% | −10−0.2% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $313.3K | 0.01% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $313.3K | 0.03% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5,012 | $314.0K | 0.16% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,022 | $314.6K | 0.15% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,027 | $314.9K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,028 | $315.0K | 0.06% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,066 | $317.4K | 0.17% | +53+1.1% | Added |
| Lunt Capital Management, Inc. | 5,099 | $319.4K | 0.12% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $319.5K | 0.02% | −2,100−29.2% | Reduced |
| Rahlfs Capital, LLC | 5,110 | $320.1K | 0.32% | +5,110 | New |
| Simplicity Wealth,LLC | 5,115 | $320.5K | 0.07% | +1,913+59.7% | Added |
| Vista Investment Partners LLC | 5,117 | $320.6K | 0.10% | +44+0.9% | Added |
| Parvin Asset Management, LLC | 5,125 | $321.1K | 0.35% | +5,125 | New |
| New Republic Capital, LLC | 5,155 | $323.0K | 0.21% | −1,001−16.3% | Reduced |
| Capital Investment Advisory Services, LLC | 5,156 | $323.0K | 0.03% | −464−8.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,159 | $323.2K | 0.02% | +85+1.7% | Added |
| EverSource Wealth Advisors, LLC | 5,183 | $324.7K | 0.02% | −208−3.9% | Reduced |
| Anchor Investment Management, LLC | 5,197 | $325.6K | 0.03% | −400−7.1% | Reduced |
| Avestar Capital, LLC | 5,223 | $327.2K | 0.03% | +485+10.2% | Added |
| Paragon Capital Management LLC | 5,231 | $327.7K | 0.18% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 5,246 | $328.7K | 0.02% | −32,732−86.2% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $330.5K | 0.06% | +5,276 | New |
| Parsons Capital Management Inc | 5,283 | $331.0K | 0.02% | −1,838−25.8% | Reduced |
| Beaumont Financial Advisors, LLC | 5,286 | $331.2K | 0.02% | +38+0.7% | Added |
| Robertson Stephens Wealth Management, LLC | 5,335 | $334.3K | 0.01% | +4+0.1% | Added |
| Argent Trust Co | 5,353 | $335.4K | 0.01% | −950−15.1% | Reduced |
| Angeles Wealth Management, LLC | 5,367 | $336.2K | 0.03% | +1,747+48.3% | Added |
| Evolution Wealth Advisors, LLC | 5,369 | $336.4K | 0.06% | +1,245+30.2% | Added |
| Federation des caisses Desjardins du Quebec | 5,378 | $336.9K | 0.00% | +173+3.3% | Added |
| Cordatus Wealth Management LLC | 5,377 | $337.0K | 0.09% | +33+0.6% | Added |
| Berkeley Capital Partners, LLC | 5,448 | $341.3K | 0.09% | −596−9.9% | Reduced |
| Puzo Michael J | 5,450 | $341.4K | 0.10% | −2,200−28.8% | Reduced |
| Fort Washington Investment Advisors Inc | 5,451 | $341.5K | 0.00% | −756−12.2% | Reduced |
| Wealthstream Advisors, Inc. | 5,452 | $341.6K | 0.06% | +535+10.9% | Added |
| GTS Securities LLC | 5,463 | $342.3K | 0.02% | −8,056−59.6% | Reduced |
| AIMZ Investment Advisors, LLC | 5,475 | $343.0K | 0.12% | −100−1.8% | Reduced |
| Alpha Omega Wealth Management LLC | 5,480 | $343.3K | 0.07% | −200−3.5% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,508 | $345.1K | 0.06% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,514 | $345.5K | 0.13% | −1,000−15.4% | Reduced |
| Bridges Investment Management Inc | 5,518 | $345.7K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,526 | $346.2K | 0.04% | +164+3.1% | Added |
| Alliance Wealth Advisors, LLC | 5,530 | $346.5K | 0.09% | −58−1.0% | Reduced |
| International Assets Investment Management, LLC | 5,540 | $349.6K | 0.03% | −347,109−98.4% | Reduced |