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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 43,850 | $2.75M | 0.30% | −200−0.5% | Reduced |
| Bleakley Financial Group, LLC | 43,639 | $2.73M | 0.08% | +7,675+21.3% | Added |
| Wetherby Asset Management Inc | 43,464 | $2.72M | 0.13% | −4,707−9.8% | Reduced |
| Glass Wealth Management Co LLC | 43,463 | $2.72M | 1.48% | +645+1.5% | Added |
| Columbia Asset Management | 42,112 | $2.64M | 0.50% | −6,575−13.5% | Reduced |
| Bayesian Capital Management, LP | 42,000 | $2.63M | 0.32% | +29,800+244.3% | Added |
| Steward Partners Investment Advisory, LLC | 41,975 | $2.63M | 0.02% | +106+0.3% | Added |
| Brown Advisory Inc | 41,875 | $2.62M | 0.00% | −2,015−4.6% | Reduced |
| Mitchell Capital Management Co | 41,252 | $2.58M | 0.45% | −6,960−14.4% | Reduced |
| Chicago Trust Co NA | 41,069 | $2.57M | 0.46% | −1,305−3.1% | Reduced |
| Forum Financial Management, LP | 40,916 | $2.56M | 0.04% | +9,028+28.3% | Added |
| Interval Partners, LP | 40,719 | $2.55M | 0.07% | −30,257−42.6% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 40,518 | $2.54M | 0.08% | +17,267+74.3% | Added |
| State Street Corp | 39,853 | $2.50M | 0.00% | +9,391+30.8% | Added |
| CIBC Asset Management Inc | 39,666 | $2.49M | 0.01% | +772+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 39,243 | $2.46M | 0.03% | −130.0% | Reduced |
| Coppell Advisory Solutions LLC | 39,767 | $2.46M | 0.35% | +6,212+18.5% | Added |
| Baker Avenue Asset Management, LP | 38,967 | $2.44M | 0.07% | −19,677−33.6% | Reduced |
| Advisors Management Group Inc | 38,848 | $2.43M | 0.58% | −346−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,806 | $2.43M | 0.02% | +25,427+190.1% | Added |
| Drexel Morgan & Co. | 38,544 | $2.41M | 0.50% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 38,416 | $2.41M | 0.81% | +288+0.8% | Added |
| Aviso Financial Inc. | 38,004 | $2.38M | 0.12% | −18,604−32.9% | Reduced |
| Advisors Asset Management, Inc. | 37,953 | $2.38M | 0.04% | −4,516−10.6% | Reduced |
| Concurrent Investment Advisors, LLC | 37,916 | $2.38M | 0.06% | +8,184+27.5% | Added |
| Commerce Bank | 37,797 | $2.37M | 0.01% | −1,424−3.6% | Reduced |
| Ieq Capital, LLC | 37,796 | $2.37M | 0.02% | +4,328+12.9% | Added |
| First Hawaiian Bank | 37,500 | $2.35M | 0.08% | +2,321+6.6% | Added |
| Wolverine Trading, LLC | 37,879 | $2.34M | 0.05% | −18,889−33.3% | Reduced |
| Rhumbline Advisers | 37,261 | $2.33M | 0.00% | −51−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 37,063 | $2.32M | 0.03% | −3,791−9.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 36,954 | $2.32M | 0.42% | +375+1.0% | Added |
| Kestra Private Wealth Services, LLC | 36,920 | $2.31M | 0.04% | +8,539+30.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.31M | 0.06% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 36,858 | $2.31M | 0.01% | −330,240−90.0% | Reduced |
| Kanawha Capital Management LLC | 36,823 | $2.31M | 0.18% | −2,066−5.3% | Reduced |
| Continental Advisors LLC | 36,520 | $2.29M | 1.74% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 36,356 | $2.28M | 0.16% | −2,478−6.4% | Reduced |
| Yousif Capital Management, LLC | 36,254 | $2.27M | 0.03% | −1,000−2.7% | Reduced |
| Caas Capital Management LP | 36,000 | $2.26M | 1.86% | +7,000+24.1% | Added |
| Forefront Wealth Management Inc. | 35,986 | $2.25M | 2.08% | +35,986 | New |
| Nelson Capital Management, LLC | 35,955 | $2.25M | 0.37% | −769−2.1% | Reduced |
| Roberts Wealth Advisors, LLC | 33,651 | $2.23M | 0.68% | +5,810+20.9% | Added |
| Fiduciary Alliance LLC | 35,349 | $2.21M | 0.22% | +35,349 | New |
| Schechter Investment Advisors, LLC | 35,159 | $2.20M | 0.17% | −1,296−3.6% | Reduced |
| Bahl & Gaynor Inc | 34,850 | $2.18M | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 34,519 | $2.16M | 0.07% | −3,010−8.0% | Reduced |
| NewEdge Wealth, LLC | 34,393 | $2.15M | 0.04% | −906−2.6% | Reduced |
| Scotia Capital Inc. | 34,312 | $2.15M | 0.01% | −6,141−15.2% | Reduced |
| HB Wealth Management, LLC | 34,130 | $2.14M | 0.02% | −1,994−5.5% | Reduced |
| Mill Capital Management, LLC | 34,066 | $2.13M | 0.17% | −1,757−4.9% | Reduced |
| Beacon Pointe Advisors, LLC | 33,904 | $2.12M | 0.02% | −2,752−7.5% | Reduced |
| Advisory Services Network, LLC | 33,765 | $2.12M | 0.04% | +2,033+6.4% | Added |
| Earnest Partners LLC | 33,355 | $2.09M | 0.01% | −384−1.1% | Reduced |
| Private Advisor Group, LLC | 33,168 | $2.08M | 0.01% | +301+0.9% | Added |
| Spears Abacus Advisors LLC | 33,019 | $2.07M | 0.04% | 00.0% | Unchanged |
| BBR Partners, LLC | 32,890 | $2.06M | 0.14% | −567−1.7% | Reduced |
| Wambolt & Associates, LLC | 32,780 | $2.05M | 0.66% | −9,384−22.3% | Reduced |
| Perigon Wealth Management, LLC | 30,839 | $2.05M | 0.05% | +196+0.6% | Added |
| Crocodile Capital Partners GmbH | 32,546 | $2.04M | 5.68% | 00.0% | Unchanged |
| DRW Securities, LLC | 32,400 | $2.03M | 0.14% | −3,450−9.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 32,067 | $2.01M | 0.66% | +32,067 | New |
| Flow Traders U.S. LLC | 31,966 | $2.00M | 0.08% | +31,966 | New |
| GFS Advisors, LLC | 31,876 | $2.00M | 0.30% | −209−0.7% | Reduced |
| Galilei Investment Office LLP | 63,920 | $1.99M | 1.01% | +63,920 | New |
| Octavia Wealth Advisors, LLC | 31,459 | $1.97M | 0.24% | +80.0% | Added |
| Harbour Investment Management LLC | 31,298 | $1.96M | 0.86% | +583+1.9% | Added |
| Simmons Bank | 31,227 | $1.96M | 0.14% | +105+0.3% | Added |
| CAPROCK Group, Inc. | 30,863 | $1.93M | 0.06% | +791+2.6% | Added |
| Sierra Capital LLC | 30,717 | $1.92M | 0.23% | −2,173−6.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 30,579 | $1.92M | 0.26% | −1,716−5.3% | Reduced |
| Allworth Financial LP | 29,018 | $1.91M | 0.01% | +3,330+13.0% | Added |
| Iams Wealth Management, LLC | 30,545 | $1.91M | 0.88% | +5,362+21.3% | Added |
| Cornerstone Select Advisors, LLC | 30,407 | $1.91M | 1.84% | +30,407 | New |
| Meritage Portfolio Management | 30,396 | $1.90M | 0.12% | −38,558−55.9% | Reduced |
| DMKC Advisory Services, LLC | 30,318 | $1.90M | 1.72% | +30,318 | New |
| Altshuler Shaham Ltd | 30,000 | $1.88M | 0.06% | −2,000−6.3% | Reduced |
| Burney Co | 29,966 | $1.88M | 0.07% | +133+0.4% | Added |
| HF Advisory Group, LLC | 29,560 | $1.85M | 0.85% | +4,028+15.8% | Added |
| Stratos Wealth Partners, LTD. | 29,291 | $1.84M | 0.03% | +151+0.5% | Added |
| Ashton Thomas Private Wealth, LLC | 29,081 | $1.82M | 0.07% | +29,081 | New |
| Whittier Trust Co | 28,859 | $1.81M | 0.02% | +7,008+32.1% | Added |
| Stolper Co | 28,735 | $1.80M | 0.60% | +373+1.3% | Added |
| Brooks, Moore & Associates, Inc. | 28,669 | $1.80M | 1.06% | −550−1.9% | Reduced |
| Regatta Capital Group, LLC | 28,370 | $1.78M | 0.34% | +618+2.2% | Added |
| SCP Investment, LP | 27,800 | $1.74M | 1.33% | +4,900+21.4% | Added |
| SeaCrest Wealth Management, LLC | 27,729 | $1.74M | 0.18% | −2,425−8.0% | Reduced |
| Lido Advisors, LLC | 27,560 | $1.73M | 0.01% | +4,874+21.5% | Added |
| Sentinel Trust Co Lba | 27,520 | $1.72M | 0.20% | 00.0% | Unchanged |
| Park National Corp | 27,435 | $1.72M | 0.06% | −405−1.5% | Reduced |
| Foster & Motley Inc | 27,316 | $1.71M | 0.11% | −1,037−3.7% | Reduced |
| Portside Wealth Group, LLC | 27,230 | $1.71M | 0.28% | −450−1.6% | Reduced |
| Jackson Square Capital, LLC | 27,192 | $1.70M | 0.41% | −2,931−9.7% | Reduced |
| Great Lakes Retirement, Inc. | 27,139 | $1.70M | 0.22% | +948+3.6% | Added |
| Waters Parkerson & Co., LLC | 26,788 | $1.68M | 0.09% | −508−1.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,564 | $1.66M | 0.47% | −2,430−8.4% | Reduced |
| Montag A & Associates Inc | 26,548 | $1.66M | 0.08% | −2,020−7.1% | Reduced |
| Game Creek Capital, LP | 26,500 | $1.66M | 0.91% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 26,445 | $1.66M | 0.02% | +26,445 | New |
| Insigneo Advisory Services, LLC | 26,413 | $1.65M | 0.17% | −4,129−13.5% | Reduced |