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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 12,574 | $787.8K | 0.11% | +1,213+10.7% | Added |
| NVWM, LLC | 12,681 | $794.5K | 0.20% | −30−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 12,708 | $796.2K | 0.13% | −65−0.5% | Reduced |
| Alhambra Investment Partners LLC | 12,749 | $798.7K | 0.41% | −3,007−19.1% | Reduced |
| Independent Financial Group, LLC | 12,786 | $801.1K | 0.03% | +103+0.8% | Added |
| First National Bank of Omaha | 12,941 | $810.8K | 0.05% | +264+2.1% | Added |
| DMG Group, LLC | 12,941 | $810.8K | 0.66% | −958−6.9% | Reduced |
| Dynamic Advisor Solutions LLC | 12,950 | $811.3K | 0.04% | −4,444−25.5% | Reduced |
| Strategic Global Advisors, LLC | 12,961 | $812.0K | 0.15% | +27+0.2% | Added |
| Avantra Family Wealth, Inc. | 12,996 | $814.2K | 0.76% | +12,996 | New |
| Legacy Financial Advisors, Inc. | 13,133 | $822.8K | 0.14% | −560−4.1% | Reduced |
| Bessemer Group Inc | 13,124 | $823.0K | 0.00% | +120+0.9% | Added |
| Smartleaf Asset Management LLC | 13,447 | $830.8K | 0.08% | +2,826+26.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 13,309 | $833.8K | 0.16% | +3,636+37.6% | Added |
| Sage Rhino Capital LLC | 13,427 | $841.2K | 0.18% | −225−1.6% | Reduced |
| Central Trust Co | 13,494 | $845.4K | 0.02% | −13,705−50.4% | Reduced |
| Lee Danner & Bass Inc | 13,603 | $852.2K | 0.07% | −100−0.7% | Reduced |
| Congress Wealth Management LLC | 13,633 | $854.3K | 0.01% | −673−4.7% | Reduced |
| WESPAC Advisors, LLC | 13,919 | $872.0K | 0.64% | +3,636+35.4% | Added |
| EP Wealth Advisors, LLC | 13,956 | $874.4K | 0.01% | −2,757−16.5% | Reduced |
| Credit Capital Investments LLC | 14,000 | $877.1K | 1.14% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 14,015 | $878.0K | 0.29% | +876+6.7% | Added |
| Beck Mack & Oliver LLC | 14,057 | $880.7K | 0.02% | −600−4.1% | Reduced |
| Intrua Financial, LLC | 14,154 | $886.7K | 0.14% | +1,048+8.0% | Added |
| Chesley Taft & Associates LLC | 14,163 | $887.3K | 0.04% | +8+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 14,238 | $892.0K | 0.05% | −180−1.2% | Reduced |
| Sunbelt Securities, Inc. | 14,492 | $895.3K | 0.08% | +531+3.8% | Added |
| Clifford Swan Investment Counsel LLC | 14,369 | $900.2K | 0.03% | −236−1.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,480 | $907.0K | 0.15% | −20,464−58.6% | Reduced |
| American Financial Group Inc | 14,500 | $908.4K | 0.41% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,521 | $909.7K | 0.01% | +6,915+90.9% | Added |
| Manufacturers Life Insurance Company, The | 14,646 | $917.6K | 0.00% | +223+1.5% | Added |
| Cyndeo Wealth Partners, LLC | 14,681 | $919.8K | 0.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 14,874 | $931.8K | 0.04% | +2,615+21.3% | Added |
| Syon Capital LLC | 14,937 | $935.8K | 0.08% | +353+2.4% | Added |
| Old National Bancorp | 14,945 | $936.3K | 0.02% | −1,353−8.3% | Reduced |
| Independence Bank of Kentucky | 14,975 | $938.2K | 0.14% | +9,020+151.5% | Added |
| Crescent Sterling, Ltd. | 15,021 | $941.1K | 0.97% | −1,267−7.8% | Reduced |
| Flagship Harbor Advisors, LLC | 15,065 | $943.8K | 0.05% | +322+2.2% | Added |
| Coldstream Capital Management Inc | 15,075 | $944.4K | 0.02% | +2,892+23.7% | Added |
| Cutter & CO Brokerage, Inc. | 15,084 | $945.0K | 0.23% | −1,202−7.4% | Reduced |
| HBK Sorce Advisory LLC | 15,125 | $947.6K | 0.03% | +1,052+7.5% | Added |
| IFP Advisors, Inc | 15,167 | $950.3K | 0.03% | +713+4.9% | Added |
| Perpetual Ltd | 15,294 | $958.2K | 0.01% | −300−1.9% | Reduced |
| Haverford Trust Co | 15,344 | $961.3K | 0.01% | −11,800−43.5% | Reduced |
| Crewe Advisors LLC | 15,401 | $964.9K | 0.13% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,489 | $965.1K | 0.01% | +8,405+118.6% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $970.0K | 0.02% | −300−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 15,649 | $980.4K | 0.08% | −25−0.2% | Reduced |
| Bradley Foster & Sargent Inc | 15,704 | $983.9K | 0.02% | +5,408+52.5% | Added |
| SOL Capital Management CO | 15,828 | $992.0K | 0.11% | −1,700−9.7% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $997.6K | 0.22% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 15,931 | $998.1K | 0.01% | +1,617+11.3% | Added |
| Equitable Trust Co | 15,970 | $1.00M | 0.06% | +15,970 | New |
| Arkadios Wealth Advisors | 15,988 | $1.00M | 0.05% | +3,526+28.3% | Added |
| Howland Capital Management LLC | 16,149 | $1.01M | 0.04% | −601−3.6% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.02M | 0.06% | 00.0% | Unchanged |
| Auxier Asset Management | 16,271 | $1.02M | 0.16% | −75−0.5% | Reduced |
| Savant Capital, LLC | 16,311 | $1.02M | 0.01% | +702+4.5% | Added |
| Kingsview Wealth Management, LLC | 16,325 | $1.02M | 0.02% | +220+1.4% | Added |
| Entropy Technologies, LP | 16,328 | $1.02M | 0.11% | +16,328 | New |
| Jefferies Financial Group Inc. | 16,517 | $1.03M | 0.01% | −857,691−98.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,519 | $1.03M | 0.04% | −83−0.5% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,546 | $1.04M | 0.02% | −113−0.7% | Reduced |
| Banco de Sabadell, S.A | 16,585 | $1.04M | 0.81% | −699−4.0% | Reduced |
| Texas Yale Capital Corp. | 16,558 | $1.04M | 0.04% | −600−3.5% | Reduced |
| London & Capital Asset Management Ltd | 16,558 | $1.04M | 0.09% | +16,558 | New |
| Mather Group, LLC. | 16,686 | $1.05M | 0.01% | +1,512+10.0% | Added |
| Traynor Capital Management, Inc. | 16,874 | $1.06M | 0.08% | −366−2.1% | Reduced |
| Henshaw Capital LLC | 16,903 | $1.06M | 0.04% | 00.0% | Unchanged |
| Next Level Private LLC | 16,927 | $1.06M | 0.43% | +29+0.2% | Added |
| Baker Ellis Asset Management LLC | 17,000 | $1.07M | 0.16% | +400+2.4% | Added |
| Denali Advisors LLC | 17,001 | $1.07M | 0.11% | +182+1.1% | Added |
| Royal London Asset Management Ltd | 17,033 | $1.07M | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17,068 | $1.07M | 0.05% | +322+1.9% | Added |
| Bank Ozk | 17,281 | $1.08M | 0.45% | +2,222+14.8% | Added |
| Rodgers Brothers Inc. | 17,375 | $1.09M | 0.14% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 17,395 | $1.09M | 0.04% | +17,395 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,750 | $1.09M | 0.01% | −2,218−11.7% | Reduced |
| Apollon Wealth Management, LLC | 17,417 | $1.09M | 0.03% | −4,613−20.9% | Reduced |
| Hunter Associates Investment Management LLC | 17,447 | $1.09M | 0.17% | +230+1.3% | Added |
| Jarislowsky, Fraser Ltd | 17,552 | $1.10M | 0.01% | −3,350−16.0% | Reduced |
| Independent Advisor Alliance | 17,570 | $1.10M | 0.01% | +1,215+7.4% | Added |
| Sowell Financial Services LLC | 18,034 | $1.13M | 0.06% | −3,654−16.8% | Reduced |
| Wedbush Securities Inc | 18,111 | $1.14M | 0.04% | +1,986+12.3% | Added |
| CWA Asset Management Group, LLC | 18,133 | $1.14M | 0.06% | +3,970+28.0% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.15M | 0.30% | 00.0% | Unchanged |
| Manske Wealth Management | 18,301 | $1.15M | 0.46% | +18,301 | New |
| National Asset Management, Inc. | 18,318 | $1.15M | 0.04% | −1,113−5.7% | Reduced |
| Cowa, LLC | 18,328 | $1.15M | 0.53% | −1,369−7.0% | Reduced |
| Unified Investment Management | 18,451 | $1.16M | 1.31% | +18,451 | New |
| Aaron Wealth Advisors | 18,769 | $1.18M | 0.14% | +2,502+15.4% | Added |
| Greenleaf Trust | 18,788 | $1.18M | 0.01% | −10,158−35.1% | Reduced |
| Glenview Trust Co | 18,790 | $1.18M | 0.02% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 18,931 | $1.19M | 0.35% | −145−0.8% | Reduced |
| HSBC Holdings PLC | 19,068 | $1.19M | 0.00% | −3,415−15.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,508 | $1.20M | 0.00% | +2,327+14.4% | Added |
| American Capital Advisory, LLC | 19,128 | $1.20M | 0.66% | −467−2.4% | Reduced |
| AQR Capital Management LLC | 19,145 | $1.20M | 0.00% | −2,201−10.3% | Reduced |
| Solstein Capital, LLC | 19,210 | $1.20M | 0.67% | −1,439−7.0% | Reduced |