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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 97,445 | $6.10M | 0.02% | −20,235−17.2% | Reduced |
| Squarepoint Ops LLC | 97,270 | $6.09M | 0.02% | −7,443−7.1% | Reduced |
| Heritage Investors Management Corp | 96,050 | $6.02M | 0.19% | +872+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 96,044 | $6.02M | 0.01% | 00.0% | Unchanged |
| Renaissance Group LLC | 96,016 | $6.02M | 0.25% | −3,141−3.2% | Reduced |
| Brown Brothers Harriman & Co | 94,441 | $5.92M | 0.04% | +8,815+10.3% | Added |
| Jones Financial Companies LLLP | 91,534 | $5.73M | 0.01% | +34,103+59.4% | Added |
| Claret Asset Management Corp | 90,881 | $5.69M | 0.90% | −1,272−1.4% | Reduced |
| RSM US Wealth Management LLC | 91,225 | $5.64M | 0.08% | +13,617+17.5% | Added |
| Pinnacle Financial Partners Inc | 89,934 | $5.63M | 0.11% | −53,745−37.4% | Reduced |
| Keybank National Association | 89,697 | $5.62M | 0.02% | −3,143−3.4% | Reduced |
| Stephens Inc | 87,102 | $5.46M | 0.08% | −82,386−48.6% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $5.39M | 2.96% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 85,835 | $5.38M | 0.01% | −36,889−30.1% | Reduced |
| New England Asset Management Inc | 85,415 | $5.35M | 0.91% | −13,125−13.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,913 | $5.32M | 0.00% | −4,683−5.2% | Reduced |
| GWM Advisors LLC | 84,087 | $5.27M | 0.03% | −1,283−1.5% | Reduced |
| CSS LLC | 83,049 | $5.20M | 0.31% | +40,030+93.1% | Added |
| Banco Santander, S.A. | 82,138 | $5.15M | 0.06% | −3,237−3.8% | Reduced |
| South State Corp. | 81,681 | $5.12M | 0.34% | −4,764−5.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 81,442 | $5.10M | 0.06% | −4,628−5.4% | Reduced |
| Quantinno Capital Management LP | 80,943 | $5.07M | 0.05% | +7,234+9.8% | Added |
| Lazard Asset Management LLC | 80,866 | $5.06M | 0.01% | +4,816+6.3% | Added |
| Cary Street Partners Financial LLC | 80,555 | $5.05M | 0.16% | +80,555 | New |
| Clearbridge Investments, LLC | 80,404 | $5.04M | 0.00% | −10,097−11.2% | Reduced |
| InvesTrust | 79,661 | $4.96M | 1.38% | +79,661 | New |
| Ritholtz Wealth Management | 79,127 | $4.96M | 0.15% | −5,097−6.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 79,108 | $4.96M | 0.15% | −6,145−7.2% | Reduced |
| Eldred Rock Partners, LLC | 78,202 | $4.90M | 1.68% | −113−0.1% | Reduced |
| Hennessy Advisors Inc | 78,100 | $4.89M | 0.15% | −2,800−3.5% | Reduced |
| Cinctive Capital Management LP | 76,569 | $4.80M | 0.26% | +76,569 | New |
| tru Independence LLC | 75,948 | $4.76M | 1.49% | −3,115−3.9% | Reduced |
| Palogic Value Management, L.P. | 75,602 | $4.74M | 1.89% | +15,120+25.0% | Added |
| Aquatic Capital Management LLC | 73,760 | $4.62M | 0.13% | −78,798−51.7% | Reduced |
| MAI Capital Management | 73,206 | $4.59M | 0.03% | +57,285+359.8% | Added |
| Hedges Asset Management LLC | 72,750 | $4.56M | 3.01% | +400+0.6% | Added |
| Great Valley Advisor Group, Inc. | 71,934 | $4.51M | 0.10% | +4,709+7.0% | Added |
| Royce & Associates LP | 70,000 | $4.39M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 69,567 | $4.36M | 0.02% | +12,785+22.5% | Added |
| Advocate Group LLC | 69,305 | $4.34M | 0.82% | +1,385+2.0% | Added |
| Hiddenite Capital Partners LP | 68,500 | $4.29M | 2.95% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 68,311 | $4.28M | 0.13% | +68,311 | New |
| Park Avenue Securities LLC | 66,911 | $4.19M | 0.04% | +19,373+40.8% | Added |
| Peapack Gladstone Financial Corp | 66,789 | $4.18M | 0.06% | −858−1.3% | Reduced |
| Altrafin AG | 66,273 | $4.15M | 1.44% | +882+1.3% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.15M | 0.33% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 65,962 | $4.13M | 0.34% | +1,577+2.4% | Added |
| Bard Financial Services, Inc. | 65,600 | $4.11M | 0.49% | −1,675−2.5% | Reduced |
| Fiduciary Trust Co | 64,916 | $4.07M | 0.05% | −1,844−2.8% | Reduced |
| Blair William & Co | 64,795 | $4.06M | 0.01% | −1,849−2.8% | Reduced |
| Ausdal Financial Partners, Inc. | 64,438 | $4.04M | 0.35% | +58,114+918.9% | Added |
| Brookmont Capital Management | 63,915 | $4.00M | 2.14% | −445−0.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 63,900 | $4.00M | 0.31% | +24,569+62.5% | Added |
| Azimuth Capital Investment Management LLC | 63,160 | $3.96M | 0.15% | −3,315−5.0% | Reduced |
| Brinker Capital Investments, LLC | 63,006 | $3.95M | 0.04% | +20.0% | Added |
| Orion Portfolio Solutions, LLC | 63,006 | $3.95M | 0.04% | +20.0% | Added |
| Weatherly Asset Management L. P. | 62,505 | $3.92M | 0.35% | +9,914+18.9% | Added |
| Segall Bryant & Hamill, LLC | 62,194 | $3.90M | 0.05% | −9,000−12.6% | Reduced |
| Beddow Capital Management Inc | 62,001 | $3.88M | 1.60% | +85+0.1% | Added |
| Naviter Wealth, LLC | 61,755 | $3.87M | 0.47% | −20,748−25.1% | Reduced |
| Griffin Asset Management, Inc. | 61,150 | $3.83M | 0.45% | −47−0.1% | Reduced |
| Bremer Bank National Association | 61,135 | $3.83M | 0.76% | −2,001−3.2% | Reduced |
| Fort Sheridan Advisors LLC | 60,316 | $3.78M | 0.55% | −317−0.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 58,586 | $3.77M | 0.05% | +18,501+46.2% | Added |
| Inspire Trust Co, N.A. | 60,000 | $3.76M | 0.96% | +7,561+14.4% | Added |
| Drum Hill Capital, LLC | 59,486 | $3.73M | 4.63% | +59,486 | New |
| Atria Investments LLC | 58,880 | $3.69M | 0.05% | −1,545−2.6% | Reduced |
| Exencial Wealth Advisors, LLC | 58,726 | $3.68M | 0.14% | −510−0.9% | Reduced |
| Huntington National Bank | 58,556 | $3.67M | 0.03% | −5,598−8.7% | Reduced |
| Dodge & Cox | 57,613 | $3.61M | 0.00% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 57,590 | $3.61M | 0.14% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 57,204 | $3.58M | 0.71% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 56,828 | $3.56M | 0.62% | −2,163−3.7% | Reduced |
| Pittenger & Anderson Inc | 56,135 | $3.52M | 0.13% | 00.0% | Unchanged |
| Cardinal Capital Management | 56,010 | $3.51M | 0.55% | +648+1.2% | Added |
| Deutsche Bank AG | 55,406 | $3.47M | 0.00% | −1,107−2.0% | Reduced |
| Richard P Slaughter Associates Inc | 54,904 | $3.44M | 0.77% | +104+0.2% | Added |
| SBI Securities Co., Ltd. | 54,797 | $3.43M | 0.11% | +54,797 | New |
| Bridge Creek Capital Management LLC | 53,514 | $3.35M | 1.03% | +196+0.4% | Added |
| Signaturefd, LLC | 53,506 | $3.35M | 0.06% | −2,570−4.6% | Reduced |
| CWM, LLC | 52,743 | $3.30M | 0.01% | −171−0.3% | Reduced |
| Employees Retirement System of Texas | 52,710 | $3.30M | 0.03% | −11,800−18.3% | Reduced |
| Assetmark, Inc | 51,077 | $3.20M | 0.01% | +1,497+3.0% | Added |
| Regions Financial Corp | 49,619 | $3.11M | 0.02% | +3,203+6.9% | Added |
| Old Mission Capital LLC | 49,383 | $3.09M | 0.07% | +49,383 | New |
| Asio Capital, LLC | 49,216 | $3.08M | 0.58% | +1,337+2.8% | Added |
| Oppenheimer & Co Inc | 48,411 | $3.03M | 0.05% | −8,149−14.4% | Reduced |
| Moors & Cabot, Inc. | 47,810 | $3.00M | 0.14% | +853+1.8% | Added |
| Sequoia Financial Advisors, LLC | 47,766 | $2.99M | 0.03% | +2,741+6.1% | Added |
| Callan Family Office, LLC | 47,709 | $2.99M | 0.19% | +47,709 | New |
| Pitcairn Co | 47,490 | $2.98M | 0.18% | +2,292+5.1% | Added |
| Bulltick Wealth Management, LLC | 47,408 | $2.97M | 0.70% | −39,127−45.2% | Reduced |
| Vident Advisory, LLC | 47,395 | $2.97M | 0.05% | −2,902−5.8% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 47,000 | $2.94M | 0.43% | +47,000 | New |
| JCIC Asset Management Inc. | 46,082 | $2.89M | 1.17% | +560+1.2% | Added |
| Bryn Mawr Trust Co | 45,544 | $2.85M | 0.05% | +6,854+17.7% | Added |
| Reik & Co., LLC | 45,066 | $2.82M | 0.68% | −2,379−5.0% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 45,062 | $2.82M | 0.01% | +131+0.3% | Added |
| Atria Wealth Solutions, Inc. | 44,658 | $2.80M | 0.03% | +7,219+19.3% | Added |
| Engineers Gate Manager LP | 44,501 | $2.79M | 0.05% | −20,685−31.7% | Reduced |