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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 9,351 | $585.9K | 0.02% | +1,459+18.5% | Added |
| Gradient Investments LLC | 9,365 | $586.7K | 0.01% | +8+0.1% | Added |
| Nwam LLC | 9,483 | $594.1K | 0.04% | −162−1.7% | Reduced |
| Savvy Advisors, Inc. | 9,485 | $594.2K | 0.07% | +9,485 | New |
| Moneta Group Investment Advisors LLC | 9,489 | $594.5K | 0.01% | −52−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9,494 | $594.8K | 0.00% | −308−3.1% | Reduced |
| First Wilshire Securities Management Inc | 9,518 | $596.0K | 0.16% | +153+1.6% | Added |
| Stock Yards Bank & Trust Co | 9,525 | $596.7K | 0.02% | −8,880−48.2% | Reduced |
| Fruth Investment Management | 9,543 | $597.0K | 0.16% | −5−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,551 | $598.4K | 0.15% | +26+0.3% | Added |
| Verdence Capital Advisors LLC | 9,601 | $601.5K | 0.05% | +6+0.1% | Added |
| Smithfield Trust Co | 9,674 | $605.0K | 0.03% | 00.0% | Unchanged |
| Bank of Hawaii | 9,658 | $605.1K | 0.03% | −225−2.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 9,662 | $605.3K | 0.04% | +9,324+2,758.6% | Added |
| Atlantic Trust, LLC | 9,712 | $608.4K | 0.13% | +9,712 | New |
| W Advisors, LLC | 9,764 | $611.7K | 0.38% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,767 | $611.9K | 0.16% | −130−1.3% | Reduced |
| Moody National Bank Trust Division | 9,770 | $612.1K | 0.06% | +5,974+157.4% | Added |
| 180 Wealth Advisors, LLC | 9,770 | $612.1K | 0.10% | −64−0.7% | Reduced |
| IHT Wealth Management, LLC | 9,810 | $614.6K | 0.02% | −2,062−17.4% | Reduced |
| Penbrook Management LLC | 9,900 | $620.2K | 0.42% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 9,902 | $620.4K | 0.02% | +6,152+164.1% | Added |
| Grimes & Company, Inc. | 9,921 | $621.5K | 0.02% | +859+9.5% | Added |
| BKM Wealth Management, LLC | 9,962 | $624.1K | 0.26% | +541+5.7% | Added |
| Northwest Capital Management Inc | 10,000 | $626.5K | 0.27% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 10,034 | $628.6K | 0.04% | +10,034 | New |
| Gamco Investors, Inc. Et Al | 10,042 | $629.1K | 0.01% | +319+3.3% | Added |
| Trust Point Inc. | 10,057 | $630.1K | 0.04% | −494−4.7% | Reduced |
| Sigma Planning Corp | 10,066 | $630.7K | 0.02% | −301−2.9% | Reduced |
| Archetype Wealth Partners | 10,105 | $633.0K | 0.09% | 00.0% | Unchanged |
| Causeway Capital Management LLC | 10,132 | $634.8K | 0.01% | −325,502−97.0% | Reduced |
| Wealth Alliance | 10,133 | $634.8K | 0.08% | −19−0.2% | Reduced |
| Fidelis Capital Partners, LLC | 9,753 | $635.6K | 0.06% | −8,276−45.9% | Reduced |
| Qtron Investments LLC | 10,157 | $636.3K | 0.09% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 10,233 | $641.1K | 0.17% | +10,233 | New |
| Criterion Capital Advisors, LLC | 8,900 | $642.4K | 0.40% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,675 | $642.9K | 0.02% | −3,686−27.6% | Reduced |
| Integrated Advisors Network LLC | 10,308 | $645.8K | 0.03% | −6,471−38.6% | Reduced |
| Meridian Wealth Management, LLC | 10,313 | $646.1K | 0.03% | +30+0.3% | Added |
| Lebenthal Global Advisors, LLC | 10,342 | $647.9K | 0.12% | +1,066+11.5% | Added |
| Investors Research Corp | 10,357 | $648.9K | 0.14% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 10,367 | $649.5K | 0.29% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 10,387 | $650.7K | 0.23% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 10,459 | $655.3K | 0.04% | +7+0.1% | Added |
| Private Trust Co NA | 10,485 | $656.9K | 0.07% | +10.0% | Added |
| Intrust Bank NA | 10,489 | $657.1K | 0.07% | +106+1.0% | Added |
| Benjamin Edwards Inc | 10,493 | $657.3K | 0.01% | +322+3.2% | Added |
| Private Capital Management, LLC | 10,500 | $657.8K | 0.07% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 10,501 | $657.9K | 0.17% | +273+2.7% | Added |
| Shoker Investment Counsel, Inc. | 10,596 | $663.9K | 0.22% | −67−0.6% | Reduced |
| Diversified Trust Co | 10,608 | $664.6K | 0.02% | +120+1.1% | Added |
| Finivi Inc. | 10,631 | $666.1K | 0.53% | −155−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,655 | $667.6K | 0.32% | +10,655 | New |
| Camden Capital, LLC | 10,681 | $669.2K | 0.07% | +370+3.6% | Added |
| Birmingham Capital Management Co Inc | 10,778 | $675.2K | 0.25% | −300−2.7% | Reduced |
| Brucke Financial, Inc. | 10,258 | $675.5K | 0.58% | +10,258 | New |
| Aull & Monroe Investment Management Corp | 10,827 | $678.3K | 0.35% | −303−2.7% | Reduced |
| Horizon Investments, LLC | 10,829 | $678.4K | 0.02% | +226+2.1% | Added |
| John G Ullman & Associates Inc | 10,900 | $682.9K | 0.10% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 11,000 | $689.1K | 0.05% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,015 | $690.1K | 0.01% | −245−2.2% | Reduced |
| First Horizon Advisors, Inc. | 11,022 | $690.6K | 0.02% | −403−3.5% | Reduced |
| Hancock Whitney Corp | 11,039 | $691.6K | 0.02% | +2,459+28.7% | Added |
| Founders Financial Securities LLC | 11,068 | $693.4K | 0.06% | +242+2.2% | Added |
| Trust Co of Toledo NA | 11,094 | $695.0K | 0.09% | −657−5.6% | Reduced |
| Gryphon Financial Partners LLC | 11,107 | $695.8K | 0.10% | −13−0.1% | Reduced |
| Senator Investment Group LP | 11,129 | $697.2K | 0.02% | −488,871−97.8% | Reduced |
| Norden Group LLC | 11,154 | $698.8K | 0.08% | −759−6.4% | Reduced |
| GW Henssler & Associates Ltd | 10,727 | $707.4K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,920 | $709.1K | 0.04% | −166−1.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,323 | $709.4K | 0.06% | −528−4.5% | Reduced |
| Crestwood Advisors Group LLC | 11,369 | $712.3K | 0.01% | +1,556+15.9% | Added |
| Ingalls & Snyder LLC | 11,373 | $713.0K | 0.03% | −20−0.2% | Reduced |
| Pines Wealth Management, LLC | 11,043 | $717.1K | 0.31% | +11,043 | New |
| AE Wealth Management LLC | 11,489 | $719.8K | 0.01% | −826−6.7% | Reduced |
| Proequities, Inc. | 10,920 | $720.2K | 0.04% | +315+3.0% | Added |
| Evoke Wealth, LLC | 11,609 | $727.3K | 0.02% | +10+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 11,635 | $728.0K | 0.28% | +11,635 | New |
| Gratus Wealth Advisors, LLC | 11,650 | $729.9K | 0.12% | −289−2.4% | Reduced |
| Schnieders Capital Management LLC | 11,660 | $730.5K | 0.14% | −100−0.9% | Reduced |
| Busey Wealth Management | 11,695 | $732.7K | 0.02% | −407−3.4% | Reduced |
| Tiaa Trust, National Association | 11,709 | $733.6K | 0.00% | −1,134−8.8% | Reduced |
| Wealthcare Advisory Partners LLC | 11,735 | $735.2K | 0.02% | +3,159+36.8% | Added |
| Quantitative Investment Management, LLC | 11,840 | $741.0K | 0.06% | +11,840 | New |
| TCTC Holdings, LLC | 11,950 | $748.7K | 0.03% | −1,116−8.5% | Reduced |
| Boston Private Wealth LLC | 11,968 | $749.8K | 0.01% | +11,968 | New |
| Lake Street Advisors Group, LLC | 11,980 | $750.5K | 0.03% | −768−6.0% | Reduced |
| Radnor Capital Management, LLC | 12,010 | $752.0K | 0.13% | −2,085−14.8% | Reduced |
| Hudson Portfolio Management LLC | 12,050 | $754.9K | 0.74% | −200−1.6% | Reduced |
| Howard Capital Management Inc. | 12,078 | $756.7K | 0.01% | +4,306+55.4% | Added |
| Permanens Capital L.P. | 12,081 | $756.9K | 0.14% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,103 | $758.3K | 0.01% | −1,958−13.9% | Reduced |
| Pin Oak Investment Advisors Inc | 11,573 | $763.0K | 0.69% | 00.0% | Unchanged |
| Toronto Dominion Bank | 12,270 | $768.0K | 0.00% | −465−3.7% | Reduced |
| TCG Advisory Services, LLC | 12,326 | $772.2K | 0.03% | +805+7.0% | Added |
| Cookson Peirce & Co Inc | 12,351 | $773.8K | 0.04% | +12,351 | New |
| EPG Wealth Management LLC | 12,406 | $777.2K | 0.20% | −90−0.7% | Reduced |
| First Manhattan Co | 12,417 | $777.9K | 0.00% | +1,450+13.2% | Added |
| Hayek Kallen Investment Management | 12,449 | $780.0K | 0.28% | −1,185−8.7% | Reduced |
| Stonegate Investment Group, LLC | 12,485 | $782.2K | 0.02% | +500+4.2% | Added |