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 |
|---|---|---|---|---|---|
| US Bancorp | 367,239 | $23.0M | 0.03% | −10,700−2.8% | Reduced |
| Thomasville National Bank | 349,953 | $21.9M | 1.58% | +16,119+4.8% | Added |
| CIBC World Markets Inc. | 347,412 | $21.8M | 0.05% | −5,352−1.5% | Reduced |
| Stansberry Asset Management, LLC | 342,566 | $21.5M | 2.79% | +5,164+1.5% | Added |
| Hikari Power Ltd | 341,900 | $21.4M | 1.85% | 00.0% | Unchanged |
| Willis Investment Counsel | 339,122 | $21.2M | 1.39% | +2,748+0.8% | Added |
| Mariner, LLC | 332,992 | $20.9M | 0.04% | −4,002−1.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 331,460 | $20.8M | 1.44% | +2,453+0.7% | Added |
| TruWealth Advisors, LLC | 322,604 | $20.2M | 1.22% | −98,221−23.3% | Reduced |
| Lloyd Harbor Capital Management, LLC | 320,000 | $20.0M | 13.12% | +320,000 | New |
| Harvest Portfolios Group Inc. | 319,495 | $20.0M | 0.67% | +48,864+18.1% | Added |
| Cubist Systematic Strategies, LLC | 316,229 | $19.8M | 0.32% | −17,927−5.4% | Reduced |
| Guardian Capital LP | 311,009 | $19.5M | 0.72% | +3,223+1.0% | Added |
| Everett Harris & Co | 309,269 | $19.4M | 0.24% | +81,025+35.5% | Added |
| SG Americas Securities, LLC | 307,440 | $19.3M | 0.08% | +305,606+16,663.4% | Added |
| Creative Planning | 305,727 | $19.2M | 0.02% | −764−0.2% | Reduced |
| Wedge Capital Management L L P | 300,740 | $18.8M | 0.34% | −5,602−1.8% | Reduced |
| Northwest & Ethical Investments L.P. | 295,907 | $18.5M | 0.50% | −26,784−8.3% | Reduced |
| Optiver Holding B.V. | 295,380 | $18.5M | 0.60% | +295,380 | New |
| Anchor Capital Advisors LLC | 277,360 | $17.4M | 0.50% | −2,106−0.8% | Reduced |
| Citigroup Inc | 267,155 | $16.7M | 0.02% | −15,783−5.6% | Reduced |
| Truist Financial Corp | 267,028 | $16.7M | 0.03% | −15,355−5.4% | Reduced |
| Logan Capital Management Inc | 258,441 | $16.2M | 0.68% | +2,381+0.9% | Added |
| Grandfield & Dodd, LLC | 253,618 | $15.9M | 0.98% | −657−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 251,774 | $15.8M | 0.01% | +6,179+2.5% | Added |
| Sapient Capital LLC | 244,845 | $15.3M | 0.29% | +20,332+9.1% | Added |
| Willis Johnson & Associates, Inc. | 241,906 | $15.2M | 1.16% | −35,490−12.8% | Reduced |
| Klingenstein Fields & Co LP | 240,120 | $15.0M | 0.61% | +1,074+0.4% | Added |
| Americana Partners, LLC | 235,467 | $14.8M | 0.60% | +185,711+373.2% | Added |
| 1832 Asset Management L.P. | 234,356 | $14.7M | 0.03% | −475,569−67.0% | Reduced |
| Davenport & Co LLC | 231,891 | $14.5M | 0.09% | −2,391−1.0% | Reduced |
| Huber Capital Management LLC | 230,152 | $14.4M | 2.87% | −149,737−39.4% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $13.8M | 1.13% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 218,933 | $13.7M | 0.45% | +1,995+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 216,782 | $13.6M | 0.12% | −11,234−4.9% | Reduced |
| M&T Bank Corp | 214,525 | $13.4M | 0.05% | −3,995−1.8% | Reduced |
| South Dakota Investment Council | 211,777 | $13.3M | 0.26% | 00.0% | Unchanged |
| Becker Capital Management Inc | 211,201 | $13.2M | 0.43% | −4,836−2.2% | Reduced |
| SEI Investments Co | 206,925 | $13.0M | 0.02% | −82,725−28.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 203,841 | $12.8M | 0.06% | +190,359+1,411.9% | Added |
| Stamos Capital Partners, L.P. | 202,400 | $12.7M | 2.98% | +34,720+20.7% | Added |
| QRG Capital Management, Inc. | 201,575 | $12.6M | 0.13% | +6,038+3.1% | Added |
| Charles Schwab Investment Management Inc | 199,856 | $12.5M | 0.00% | +14,937+8.1% | Added |
| Tocqueville Asset Management L.P. | 189,770 | $11.9M | 0.19% | −253−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 189,310 | $11.9M | 0.87% | +3,533+1.9% | Added |
| Edge Capital Group, LLC | 13 | $11.8M | 0.53% | −125,760−100.0% | Reduced |
| Cetera Investment Advisers | 187,489 | $11.7M | 0.02% | +18,317+10.8% | Added |
| Glenmede Trust Co NA | 185,821 | $11.6M | 0.06% | −4,760−2.5% | Reduced |
| Colony Group, LLC | 185,814 | $11.6M | 0.03% | +93,109+100.4% | Added |
| D.A. Davidson & Co. | 179,412 | $11.2M | 0.09% | +9,903+5.8% | Added |
| Oppenheimer Asset Management Inc. | 178,706 | $11.2M | 0.14% | −23,196−11.5% | Reduced |
| Euro Pacific Asset Management, LLC | 174,497 | $11.2M | 2.41% | −4,762−2.7% | Reduced |
| FineMark National Bank & Trust | 174,614 | $10.9M | 0.38% | −2,238−1.3% | Reduced |
| Allied Investment Advisors, LLC | 173,687 | $10.9M | 2.19% | +1,394+0.8% | Added |
| Country Club Bank | 173,534 | $10.7M | 0.72% | +974+0.6% | Added |
| SIR Capital Management, L.P. | 169,901 | $10.6M | 1.10% | +53,300+45.7% | Added |
| Moore Capital Management, LP | 167,009 | $10.5M | 0.20% | +167,009 | New |
| Trexquant Investment LP | 164,700 | $10.3M | 0.12% | +80,641+95.9% | Added |
| Sanctuary Advisors, LLC | 151,484 | $10.1M | 0.06% | −384−0.3% | Reduced |
| TownSquare Capital, LLC | 159,626 | $10.0M | 0.11% | +49,011+44.3% | Added |
| Cohen Klingenstein LLC | 158,098 | $9.90M | 0.34% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 155,418 | $9.74M | 0.86% | −2,371−1.5% | Reduced |
| TD Waterhouse Canada Inc. | 153,270 | $9.60M | 0.08% | +3,430+2.3% | Added |
| MML Investors Services, LLC | 149,983 | $9.40M | 0.03% | +23,162+18.3% | Added |
| Manning & Napier Advisors LLC | 147,271 | $9.23M | 0.11% | −5,224−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 144,293 | $9.04M | 0.02% | −51,929−26.5% | Reduced |
| Prospera Financial Services Inc | 144,064 | $9.03M | 0.21% | +8,858+6.6% | Added |
| Mercer Global Advisors Inc | 142,966 | $8.96M | 0.02% | −58,016−28.9% | Reduced |
| Pathstone Holdings, LLC | 142,601 | $8.93M | 0.04% | −55,171−27.9% | Reduced |
| Janney Montgomery Scott LLC | 142,445 | $8.92M | 0.02% | +1,331+0.9% | Added |
| Ibex Wealth Advisors | 142,217 | $8.91M | 1.05% | +142,217 | New |
| Woodstock Corp | 142,051 | $8.90M | 0.86% | +968+0.7% | Added |
| Ci Investments Inc. | 140,484 | $8.80M | 0.03% | −59,761−29.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 139,564 | $8.74M | 0.02% | +3,553+2.6% | Added |
| Avantax Advisory Services, Inc. | 139,443 | $8.74M | 0.05% | −783−0.6% | Reduced |
| First Trust Advisors LP | 136,134 | $8.53M | 0.01% | +69,929+105.6% | Added |
| Bragg Financial Advisors, Inc | 132,930 | $8.33M | 0.34% | +587+0.4% | Added |
| Sit Investment Associates Inc | 132,853 | $8.32M | 0.19% | −11,392−7.9% | Reduced |
| Adell Harriman & Carpenter Inc | 130,766 | $8.19M | 0.57% | +5,564+4.4% | Added |
| Rathbone Brothers plc | 130,889 | $8.13M | 0.04% | +91,411+231.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 128,690 | $8.06M | 0.03% | −15,145−10.5% | Reduced |
| Captrust Financial Advisors | 128,350 | $8.04M | 0.02% | −12,751−9.0% | Reduced |
| Janney Capital Management LLC | 125,794 | $7.88M | 0.52% | −2,020−1.6% | Reduced |
| Baird Financial Group, Inc. | 123,284 | $7.72M | 0.01% | +3,884+3.3% | Added |
| Lockheed Martin Investment Management Co | 122,030 | $7.65M | 0.30% | +88,700+266.1% | Added |
| Sandy Spring Bank | 117,392 | $7.35M | 0.30% | +715+0.6% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.13M | 1.78% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 110,826 | $6.94M | 2.42% | +894+0.8% | Added |
| Foresight Global Investors, Inc. | 110,194 | $6.90M | 5.04% | +2,000+1.8% | Added |
| Regency Capital Management Inc. | 105,792 | $6.63M | 3.59% | −2,631−2.4% | Reduced |
| Eastover Investment Advisors LLC | 104,966 | $6.58M | 3.08% | −1,786−1.7% | Reduced |
| Augustine Asset Management Inc | 104,099 | $6.52M | 1.71% | −2,053−1.9% | Reduced |
| JustInvest LLC | 102,945 | $6.45M | 0.10% | −6,627−6.0% | Reduced |
| Thornburg Investment Management Inc | 102,210 | $6.40M | 0.08% | −1,711−1.6% | Reduced |
| Pinnacle Associates Ltd | 102,164 | $6.40M | 0.09% | −30,418−22.9% | Reduced |
| Neville Rodie & Shaw Inc | 100,895 | $6.32M | 0.46% | −7,530−6.9% | Reduced |
| Eagle Global Advisors LLC | 100,355 | $6.29M | 0.26% | −475−0.5% | Reduced |
| Intrepid Family Office LLC | 100,000 | $6.26M | 6.61% | +100,000 | New |
| Lighthouse Investment Partners, LLC | 100,000 | $6.26M | 0.24% | +100,000 | New |
| Synovus Financial Corp | 97,786 | $6.13M | 0.08% | −7,888−7.5% | Reduced |