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 |
|---|---|---|---|---|---|
| Summit X, LLC | 5,592 | $350.3K | 0.08% | −19−0.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,615 | $351.8K | 0.07% | −265−4.5% | Reduced |
| Atlantic Union Bankshares Corp | 5,637 | $353.2K | 0.02% | 00.0% | Unchanged |
| Leo Wealth, LLC | 5,643 | $353.5K | 0.03% | +632+12.6% | Added |
| Community Bank of Raymore | 5,650 | $354.0K | 0.28% | −1,250−18.1% | Reduced |
| RHS Financial, LLC | 5,667 | $355.0K | 0.18% | +173+3.1% | Added |
| Parkside Financial Bank & Trust | 5,671 | $355.3K | 0.05% | +200+3.7% | Added |
| Next Capital Management LLC | 5,682 | $356.0K | 0.15% | +5,682 | New |
| Knights of Columbus Asset Advisors LLC | 5,710 | $357.7K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,717 | $358.2K | 0.07% | −4,986−46.6% | Reduced |
| Larson Financial Group LLC | 5,723 | $358.5K | 0.02% | −663−10.4% | Reduced |
| Callan Capital, LLC | 5,730 | $359.0K | 0.03% | −2,057−26.4% | Reduced |
| Merit Financial Group, LLC | 5,740 | $359.6K | 0.01% | +5,740 | New |
| Sentry LLC | 5,760 | $360.9K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 5,774 | $361.7K | 0.05% | +1,809+45.6% | Added |
| Mattern Wealth Management LLC | 5,775 | $361.8K | 0.08% | −491−7.8% | Reduced |
| Keel Point, LLC | 5,785 | $362.4K | 0.03% | −254−4.2% | Reduced |
| Element Wealth, LLC | 5,811 | $364.1K | 0.19% | +40+0.7% | Added |
| Seven Mile Advisory | 5,816 | $364.4K | 0.23% | −212−3.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,825 | $364.9K | 0.09% | −562−8.8% | Reduced |
| Essex Savings Bank | 5,831 | $365.3K | 0.09% | −92−1.6% | Reduced |
| First National Bank of Hutchinson | 5,850 | $366.5K | 0.22% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,860 | $367.1K | 0.14% | −959−14.1% | Reduced |
| Modera Wealth Management, LLC | 5,862 | $367.3K | 0.00% | −261−4.3% | Reduced |
| Steel Peak Wealth Management LLC | 5,883 | $368.6K | 0.02% | −15−0.3% | Reduced |
| Park Capital Management, LLC | 5,888 | $368.9K | 0.44% | +5,888 | New |
| Monticello Wealth Management, LLC | 5,891 | $369.1K | 0.03% | +18+0.3% | Added |
| WSFS Capital Management, LLC | 5,900 | $369.6K | 0.02% | +200+3.5% | Added |
| Hanson & Doremus Investment Management | 5,906 | $370.0K | 0.06% | +969+19.6% | Added |
| KCM Investment Advisors LLC | 5,915 | $370.6K | 0.01% | +131+2.3% | Added |
| Rothschild Investment LLC | 5,935 | $371.8K | 0.02% | −1,183−16.6% | Reduced |
| CFS Investment Advisory Services, LLC | 5,944 | $372.0K | 0.03% | −444−7.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 5,981 | $374.7K | 0.09% | −695−10.4% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $375.9K | 0.04% | 00.0% | Unchanged |
| Haven Private, LLC | 6,002 | $376.0K | 0.21% | +6,002 | New |
| Nautilus Advisors LLC | 6,029 | $377.7K | 0.30% | +6,029 | New |
| Hamel Associates, Inc. | 6,050 | $378.8K | 0.12% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 6,046 | $378.8K | 0.10% | +23+0.4% | Added |
| Axxcess Wealth Management, LLC | 6,058 | $379.5K | 0.01% | +20.0% | Added |
| Fielder Capital Group LLC | 6,113 | $383.0K | 0.12% | +766+14.3% | Added |
| Drive Wealth Management, LLC | 6,135 | $384.3K | 0.09% | −662−9.7% | Reduced |
| Advisors Capital Management, LLC | 6,145 | $385.0K | 0.01% | −120−1.9% | Reduced |
| Ethic Inc. | 6,147 | $385.1K | 0.01% | −415−6.3% | Reduced |
| Gibbs Wealth Management | 6,151 | $385.3K | 0.10% | +1,793+41.1% | Added |
| Sittner & Nelson, LLC | 6,187 | $387.6K | 0.17% | +30.0% | Added |
| Bill Few Associates, Inc. | 6,193 | $388.0K | 0.14% | +330+5.6% | Added |
| Vaughan David Investments LLC | 6,276 | $393.0K | 0.01% | 00.0% | Unchanged |
| Northeast Investment Management | 6,344 | $397.5K | 0.02% | −4,458−41.3% | Reduced |
| Waldron Private Wealth LLC | 6,350 | $397.8K | 0.02% | −1,006−13.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,355 | $398.2K | 0.13% | +342+5.7% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,137 | $398.7K | 0.18% | +45+0.7% | Added |
| Modern Wealth Management, LLC | 6,375 | $399.4K | 0.01% | +293+4.8% | Added |
| Jacobi Capital Management LLC | 6,415 | $401.9K | 0.03% | −163−2.5% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $404.0K | 0.21% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,456 | $404.5K | 0.30% | +68+1.1% | Added |
| Icon Wealth Advisors, LLC | 6,483 | $406.2K | 0.03% | +1,618+33.3% | Added |
| Farmers Trust Co | 6,485 | $406.3K | 0.08% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,489 | $406.5K | 0.07% | +6,489 | New |
| Birch Hill Investment Advisors LLC | 6,500 | $407.2K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,322 | $407.9K | 0.00% | +331+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,524 | $408.8K | 0.01% | +904+16.1% | Added |
| Strategic Advisors LLC | 6,531 | $409.1K | 0.07% | +2,531+63.3% | Added |
| BigSur Wealth Management LLC | 6,536 | $409.5K | 0.12% | −230−3.4% | Reduced |
| Cromwell Holdings LLC | 6,552 | $410.5K | 0.24% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,590 | $412.9K | 0.20% | −100−1.5% | Reduced |
| NTV Asset Management LLC | 6,624 | $415.0K | 0.05% | −450−6.4% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,635 | $415.7K | 0.05% | +1,392+26.5% | Added |
| Severin Investments, LLC | 6,640 | $416.0K | 0.41% | +6,640 | New |
| Lindbrook Capital, LLC | 6,641 | $416.1K | 0.04% | −280−4.0% | Reduced |
| Equitable Holdings, Inc. | 6,646 | $416.4K | 0.00% | −649−8.9% | Reduced |
| Headinvest, LLC | 6,652 | $416.7K | 0.08% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,655 | $416.9K | 0.05% | −15−0.2% | Reduced |
| May Hill Capital, LLC | 6,671 | $417.9K | 0.16% | +6,671 | New |
| Venture Visionary Partners LLC | 6,679 | $418.4K | 0.02% | +44+0.7% | Added |
| GQG Partners LLC | 6,694 | $419.4K | 0.00% | −321−4.6% | Reduced |
| Ledyard National Bank | 6,696 | $419.5K | 0.04% | +558+9.1% | Added |
| Westmount Partners, LLC | 6,711 | $420.5K | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 6,713 | $420.6K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,726 | $421.4K | 0.04% | +25+0.4% | Added |
| Tucker Asset Management LLC | 6,733 | $421.8K | 0.04% | −455−6.3% | Reduced |
| Transform Wealth, LLC | 6,734 | $421.9K | 0.02% | +678+11.2% | Added |
| Avant Capital LLC | 6,748 | $422.8K | 0.35% | +6,748 | New |
| Farther Finance Advisors, LLC | 6,749 | $422.8K | 0.02% | −1,957−22.5% | Reduced |
| Aspen Grove Capital, LLC | 6,762 | $423.6K | 0.09% | +118+1.8% | Added |
| Adviser Investments LLC | 6,826 | $427.6K | 0.01% | +5+0.1% | Added |
| Woodmont Investment Counsel LLC | 6,838 | $428.4K | 0.03% | −800−10.5% | Reduced |
| Beacon Capital Management, LLC | 6,876 | $430.8K | 0.06% | +61+0.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,901 | $432.3K | 0.06% | −4,864−41.3% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,910 | $432.9K | 0.10% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,912 | $433.0K | 0.03% | +285+4.3% | Added |
| Flputnam Investment Management Co | 6,919 | $433.5K | 0.01% | −1,434−17.2% | Reduced |
| Compagnie Lombard Odier SCmA | 6,925 | $433.9K | 0.01% | −28,790−80.6% | Reduced |
| Minot DeBlois Advisors LLC | 6,994 | $438.2K | 0.40% | +6,994 | New |
| Baldwin Investment Management, LLC | 6,994 | $438.2K | 0.06% | −1,688−19.4% | Reduced |
| Verde Servicos Internacionais S.A. | 7,000 | $439.0K | 0.19% | +7,000 | New |
| Janus Henderson Group PLC | 7,026 | $440.3K | 0.00% | 00.0% | Unchanged |
| National Philanthropic Trust | 7,032 | $440.6K | 0.01% | +38+0.5% | Added |
| One Wealth Advisors, LLC | 7,042 | $441.2K | 0.07% | −4,919−41.1% | Reduced |
| Marks Group Wealth Management, Inc | 7,043 | $441.3K | 0.04% | −5,372−43.3% | Reduced |
| Principle Wealth Partners LLC | 7,065 | $442.6K | 0.03% | +200+2.9% | Added |