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 |
|---|---|---|---|---|---|
| Argent Trust Co | 5,353 | $335.4K | 0.01% | −950−15.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,335 | $334.3K | 0.01% | +4+0.1% | Added |
| Beaumont Financial Advisors, LLC | 5,286 | $331.2K | 0.02% | +38+0.7% | Added |
| Parsons Capital Management Inc | 5,283 | $331.0K | 0.02% | −1,838−25.8% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $330.5K | 0.06% | +5,276 | New |
| Frank, Rimerman Advisors LLC | 5,246 | $328.7K | 0.02% | −32,732−86.2% | Reduced |
| Paragon Capital Management LLC | 5,231 | $327.7K | 0.18% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,223 | $327.2K | 0.03% | +485+10.2% | Added |
| Anchor Investment Management, LLC | 5,197 | $325.6K | 0.03% | −400−7.1% | Reduced |
| EverSource Wealth Advisors, LLC | 5,183 | $324.7K | 0.02% | −208−3.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,159 | $323.2K | 0.02% | +85+1.7% | Added |
| Capital Investment Advisory Services, LLC | 5,156 | $323.0K | 0.03% | −464−8.3% | Reduced |
| New Republic Capital, LLC | 5,155 | $323.0K | 0.21% | −1,001−16.3% | Reduced |
| Parvin Asset Management, LLC | 5,125 | $321.1K | 0.35% | +5,125 | New |
| Vista Investment Partners LLC | 5,117 | $320.6K | 0.10% | +44+0.9% | Added |
| Simplicity Wealth,LLC | 5,115 | $320.5K | 0.07% | +1,913+59.7% | Added |
| Rahlfs Capital, LLC | 5,110 | $320.1K | 0.32% | +5,110 | New |
| Cullinan Associates Inc | 5,100 | $319.5K | 0.02% | −2,100−29.2% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $319.4K | 0.12% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,066 | $317.4K | 0.17% | +53+1.1% | Added |
| Abacus Planning Group, Inc. | 5,028 | $315.0K | 0.06% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 5,027 | $314.9K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,022 | $314.6K | 0.15% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5,012 | $314.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Lynx Investment Advisory | 4,981 | $312.1K | 0.21% | −10−0.2% | Reduced |
| Lantz Financial LLC | 4,979 | $311.9K | 0.08% | +101+2.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $311.2K | 0.06% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,964 | $311.0K | 0.03% | −116−2.3% | Reduced |
| Rehmann Capital Advisory Group | 4,960 | $310.8K | 0.02% | −720−12.7% | Reduced |
| Insight 2811, Inc. | 4,950 | $310.1K | 0.16% | −716−12.6% | Reduced |
| Ti-Trust, Inc | 4,920 | $308.2K | 0.21% | 00.0% | Unchanged |
| Balentine LLC | 4,919 | $308.2K | 0.01% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 4,915 | $307.9K | 0.00% | −2,625−34.8% | Reduced |
| Personal Cfo Solutions, LLC | 4,911 | $307.6K | 0.06% | −851−14.8% | Reduced |
| Essex Financial Services, Inc. | 4,907 | $307.4K | 0.02% | −118−2.3% | Reduced |
| Capital Analysts, LLC | 4,880 | $306.0K | 0.01% | +444+10.0% | Added |
| Isthmus Partners, LLC | 4,867 | $304.9K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,856 | $304.2K | 0.01% | −15,473−76.1% | Reduced |
| Atlas Brown,Inc. | 4,842 | $303.4K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,841 | $303.3K | 0.03% | +24+0.5% | Added |
| E&G Advisors, LP | 4,829 | $302.5K | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 4,828 | $302.5K | 0.02% | +62+1.3% | Added |
| Concorde Asset Management, LLC | 4,823 | $302.2K | 0.16% | −11−0.2% | Reduced |
| Red Door Wealth Management, LLC | 4,821 | $302.0K | 0.05% | −63−1.3% | Reduced |
| Abel Hall, LLC | 4,821 | $302.0K | 0.19% | +37+0.8% | Added |
| Patten & Patten Inc | 4,818 | $301.8K | 0.02% | +635+15.2% | Added |
| Kathmere Capital Management, LLC | 4,804 | $301.0K | 0.03% | −831−14.7% | Reduced |
| Brave Asset Management Inc | 4,800 | $300.7K | 0.10% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 4,757 | $298.0K | 0.21% | +564+13.5% | Added |
| Macquarie Group Ltd | 4,742 | $297.0K | 0.00% | +369+8.4% | Added |
| Strategic Financial Concepts, LLC | 4,675 | $292.9K | 0.06% | +4,675 | New |
| Keating Investment Counselors Inc | 4,675 | $292.9K | 0.09% | −1,125−19.4% | Reduced |
| McAdam, LLC | 4,668 | $292.4K | 0.02% | +16+0.3% | Added |
| Geneos Wealth Management Inc. | 4,667 | $292.4K | 0.01% | −632−11.9% | Reduced |
| Fulton Bank, N.A. | 4,665 | $292.3K | 0.01% | −1,295−21.7% | 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 |
| Eagle Harbor Asset Management Inc | 4,653 | $291.5K | 0.29% | −65−1.4% | Reduced |
| Resonant Capital Advisors, LLC | 4,640 | $290.7K | 0.02% | −227−4.7% | Reduced |
| First Financial Corp | 4,589 | $287.5K | 0.13% | +90+2.0% | Added |
| Ancora Advisors, LLC | 4,577 | $286.7K | 0.01% | +141+3.2% | Added |
| Virtu Financial LLC | 4,559 | $286.0K | 0.02% | −73,589−94.2% | Reduced |
| Chicago Capital, LLC | 4,560 | $285.7K | 0.01% | −2,104−31.6% | Reduced |
| Chatham Capital Group, Inc. | 4,550 | $285.1K | 0.05% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $284.2K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,533 | $284.0K | 0.01% | +125+2.8% | Added |
| Vista Investment Partners II, LLC | 4,517 | $283.0K | 0.17% | +4,517 | New |
| Stokes Family Office, LLC | 4,489 | $281.2K | 0.03% | +229+5.4% | Added |
| Investors Asset Management of Georgia Inc | 4,475 | $280.4K | 0.14% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,474 | $280.3K | 0.11% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 4,469 | $280.0K | 0.15% | −226−4.8% | Reduced |
| Old Mission Investment Co LLC | 4,469 | $280.0K | 0.08% | +4,469 | New |
| First American Trust, FSB | 4,455 | $279.1K | 0.03% | −180−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 4,451 | $279.0K | 0.02% | +561+14.4% | Added |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4,214 | $277.5K | 0.13% | +4,214 | New |
| Grange Capital, LLC | 4,413 | $276.5K | 0.29% | +4,413 | New |
| Texas Capital Bancshares Inc | 4,409 | $276.2K | 0.11% | −23−0.5% | Reduced |
| Brookstone Capital Management | 4,381 | $274.5K | 0.00% | −297−6.3% | Reduced |
| Southeast Asset Advisors Inc. | 4,380 | $274.4K | 0.03% | +115+2.7% | Added |
| Key Client Fiduciary Advisors, LLC | 4,379 | $274.3K | 0.12% | −128−2.8% | Reduced |
| Indie Asset Partners, LLC | 4,365 | $273.5K | 0.21% | 00.0% | Unchanged |
| Washington Trust Co | 4,360 | $273.2K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,354 | $272.8K | 0.02% | −43−1.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,295 | $269.1K | 0.15% | +10.0% | Added |
| Ransom Advisory, Ltd | 4,261 | $267.0K | 0.12% | −312−6.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,256 | $266.6K | 0.07% | −47−1.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,251 | $266.4K | 0.05% | −3,419−44.6% | Reduced |
| Levin Capital Strategies, L.P. | 4,250 | $266.3K | 0.03% | −1,325−23.8% | Reduced |
| Clear Creek Financial Management, LLC | 4,242 | $265.8K | 0.03% | +1,048+32.8% | Added |
| Broyhill Asset Management | 4,240 | $265.6K | 0.23% | +4,240 | New |
| SevenBridge Financial Group, LLC | 3,929 | $264.7K | 0.05% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,203 | $263.3K | 0.02% | +32+0.8% | Added |
| Cetera Trust Company, N.A | 4,190 | $262.5K | 0.17% | +40+1.0% | Added |
| Comprehensive Money Management Services LLC | 4,175 | $261.6K | 0.22% | +4,175 | New |
| Signature Wealth Management Partners, LLC | 4,168 | $261.1K | 0.18% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $260.9K | 0.07% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,157 | $260.4K | 0.02% | −65−1.5% | Reduced |