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 |
|---|---|---|---|---|---|
| Select Asset Management & Trust | 7,074 | $443.0K | 0.17% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 7,103 | $445.0K | 0.12% | −14,366−66.9% | Reduced |
| Global Retirement Partners, LLC | 7,125 | $446.4K | 0.01% | −383−5.1% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,137 | $447.1K | 0.25% | +7,137 | New |
| RMB Capital Management, LLC | 7,172 | $449.3K | 0.01% | −37−0.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,194 | $450.7K | 0.01% | −543−7.0% | Reduced |
| Guggenheim Capital LLC | 7,267 | $455.3K | 0.00% | −42−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 7,274 | $455.7K | 0.01% | −615−7.8% | Reduced |
| Harbour Capital Advisors, LLC | 7,065 | $455.8K | 0.10% | −525−6.9% | Reduced |
| Romano Brothers and Company | 7,284 | $456.3K | 0.06% | −250−3.3% | Reduced |
| AlTi Global, Inc. | 7,293 | $456.9K | 0.01% | +25+0.3% | Added |
| West Oak Capital, LLC | 7,305 | $457.7K | 0.16% | 00.0% | Unchanged |
| Davis R M Inc | 7,311 | $458.0K | 0.01% | −2,729−27.2% | Reduced |
| LSV Asset Management | 7,400 | $464.0K | 0.00% | +7,400 | New |
| Probity Advisors, Inc. | 7,435 | $465.8K | 0.09% | +1,026+16.0% | Added |
| ICONIQ Capital, LLC | 7,438 | $466.0K | 0.01% | +3,186+74.9% | Added |
| Empower Advisory Group, LLC | 7,442 | $466.2K | 0.00% | +34+0.5% | Added |
| Sivia Capital Partners, LLC | 7,444 | $466.3K | 0.23% | −968−11.5% | Reduced |
| MONECO Advisors, LLC | 7,449 | $466.7K | 0.05% | +129+1.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,456 | $467.1K | 0.06% | −89,791−92.3% | Reduced |
| Capital Advisors Inc | 7,458 | $467.3K | 0.01% | +190+2.6% | Added |
| Brighton Jones LLC | 7,463 | $467.6K | 0.01% | +2,545+51.7% | Added |
| Choate Investment Advisors | 7,500 | $469.9K | 0.01% | +4,076+119.0% | Added |
| Mairs & Power Inc | 7,504 | $470.1K | 0.00% | −4,100−35.3% | Reduced |
| Profund Advisors LLC | 7,524 | $471.4K | 0.02% | −4,986−39.9% | Reduced |
| BKD Wealth Advisors, LLC | 7,526 | $471.5K | 0.01% | −3,084−29.1% | Reduced |
| Spire Wealth Management | 7,599 | $476.1K | 0.01% | −69−0.9% | Reduced |
| Estabrook Capital Management | 7,655 | $479.6K | 0.07% | −469−5.8% | Reduced |
| Holistic Planning, LLC | 7,667 | $480.3K | 0.17% | −118−1.5% | Reduced |
| Ellerson Group Inc | 7,701 | $482.5K | 0.35% | −150−1.9% | Reduced |
| Northstar Financial Companies, Inc. | 7,705 | $482.7K | 0.46% | +7,705 | New |
| Albert D Mason Inc | 7,741 | $485.0K | 0.32% | 00.0% | Unchanged |
| Encompass More Asset Management | 7,747 | $485.4K | 0.16% | +453+6.2% | Added |
| Seed Wealth Management, Inc. | 7,765 | $486.5K | 0.39% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 7,775 | $487.1K | 0.33% | +50+0.6% | Added |
| Transcend Wealth Collective, LLC | 7,816 | $489.7K | 0.04% | −134−1.7% | Reduced |
| Bruce G. Allen Investments, LLC | 7,821 | $490.0K | 0.40% | +134+1.7% | Added |
| Barclays PLC | 7,824 | $490.2K | 0.00% | +4,512+136.2% | Added |
| Trust Co of Vermont | 7,833 | $490.7K | 0.02% | −2,207−22.0% | Reduced |
| Welch & Forbes LLC | 7,836 | $490.9K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 7,840 | $491.2K | 0.04% | +3,603+85.0% | Added |
| Harbour Investments, Inc. | 7,857 | $492.3K | 0.01% | −40−0.5% | Reduced |
| Dearborn Partners LLC | 7,876 | $493.4K | 0.02% | +27+0.3% | Added |
| Kavar Capital Partners Group, LLC | 7,884 | $493.9K | 0.08% | −86−1.1% | Reduced |
| Wrapmanager Inc | 7,896 | $494.7K | 0.13% | −649−7.6% | Reduced |
| Leibman Financial Services, Inc. | 7,901 | $495.0K | 0.36% | −371−4.5% | Reduced |
| Cura Wealth Advisors, LLC | 7,935 | $497.1K | 0.22% | +7,935 | New |
| Pullen Investment Management, LLC | 7,939 | $497.4K | 0.32% | +374+4.9% | Added |
| Motco | 7,961 | $498.8K | 0.05% | −11−0.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,973 | $499.0K | 0.15% | +1,193+17.6% | Added |
| Hardin Capital Partners, LLC | 7,965 | $499.0K | 0.30% | 00.0% | Unchanged |
| Orion Investment Co | 8,005 | $501.5K | 0.20% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 7,682 | $506.3K | 0.35% | +1,135+17.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,088 | $506.7K | 0.01% | −304−3.6% | Reduced |
| Beverly Hills Private Wealth, LLC | 8,102 | $507.6K | 0.10% | −811−9.1% | Reduced |
| Apexium Financial, LP | 8,130 | $509.3K | 0.03% | +144+1.8% | Added |
| Kovack Advisors, Inc. | 8,141 | $510.0K | 0.05% | −187−2.2% | Reduced |
| Net Worth Advisory Group | 8,179 | $512.4K | 0.16% | −2,395−22.6% | Reduced |
| Wallace Advisory Group, LLC | 7,779 | $513.0K | 0.35% | −529−6.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,634 | $514.3K | 0.04% | −16,269−68.1% | Reduced |
| Baron Wealth Management LLC | 8,210 | $514.4K | 0.24% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 8,236 | $516.0K | 0.40% | 00.0% | Unchanged |
| Summitry LLC | 8,264 | $517.7K | 0.03% | +1,179+16.6% | Added |
| Legacy Wealth Asset Management, LLC | 8,298 | $519.9K | 0.14% | +5+0.1% | Added |
| Philadelphia Trust Co | 8,350 | $523.0K | 0.04% | −49−0.6% | Reduced |
| North Star Investment Management Corp. | 8,358 | $523.6K | 0.04% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 8,376 | $524.7K | 0.12% | +344+4.3% | Added |
| GeoWealth Management, LLC | 8,416 | $527.3K | 0.02% | −2,772−24.8% | Reduced |
| Cardiff Park Advisors, LLC | 8,419 | $527.4K | 0.05% | +74+0.9% | Added |
| PDS Planning, Inc | 8,489 | $531.8K | 0.05% | −1,445−14.5% | Reduced |
| Boston Family Office LLC | 8,502 | $533.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $535.0K | 0.36% | 00.0% | Unchanged |
| Umb Bank N A | 8,548 | $535.5K | 0.01% | −5,034−37.1% | Reduced |
| StrongBox Wealth, LLC | 8,571 | $537.0K | 0.23% | −2,834−24.8% | Reduced |
| Diligent Investors, LLC | 8,590 | $538.2K | 0.12% | −38−0.4% | Reduced |
| Boyd Watterson Asset Management LLC | 8,605 | $539.1K | 0.15% | 00.0% | Unchanged |
| Aries Wealth Management | 8,626 | $540.4K | 0.15% | +1,815+26.6% | Added |
| Ignite Planners, LLC | 8,388 | $541.2K | 0.12% | +68+0.8% | Added |
| Sage Mountain Advisors LLC | 8,648 | $541.8K | 0.04% | −3,366−28.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,655 | $542.2K | 0.54% | −95−1.1% | Reduced |
| Elevated Capital Advisors, LLC | 8,706 | $545.4K | 0.15% | −553−6.0% | Reduced |
| Union Bancaire Privee, UBP SA | 8,938 | $548.7K | 0.01% | +8,938 | New |
| Sagespring Wealth Partners, LLC | 8,845 | $554.1K | 0.01% | +8,845 | New |
| Pensionmark Financial Group, LLC | 8,868 | $555.6K | 0.02% | +3,274+58.5% | Added |
| Eastern Bank | 8,886 | $556.7K | 0.01% | −665−7.0% | Reduced |
| Change Path, LLC | 8,888 | $556.9K | 0.02% | +564+6.8% | Added |
| Harrell Investment Partners, LLC | 8,951 | $560.8K | 0.16% | +42+0.5% | Added |
| Core Wealth Partners LLC | 9,050 | $567.0K | 0.32% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 9,055 | $567.3K | 0.02% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 9,063 | $567.8K | 0.28% | +53+0.6% | Added |
| Collaborative Wealth Managment Inc. | 9,090 | $569.5K | 0.26% | −85−0.9% | Reduced |
| Cozad Asset Management Inc | 9,094 | $569.7K | 0.05% | +1,373+17.8% | Added |
| Clarius Group, LLC | 9,191 | $575.8K | 0.04% | −435−4.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 9,218 | $577.5K | 0.00% | −4,797−34.2% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $579.5K | 0.02% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $579.5K | 0.10% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,290 | $582.0K | 0.18% | +5+0.1% | Added |
| Harmony Asset Management LLC | 9,307 | $583.1K | 0.23% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,316 | $583.6K | 0.01% | −379−3.9% | Reduced |
| NBT Bank N A | 9,325 | $584.2K | 0.04% | −100−1.1% | Reduced |