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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 24,550 | $1.65M | 0.09% | +308+1.3% | Added |
| apricus wealth, LLC | 26,340 | $1.65M | 1.07% | +1,130+4.5% | Added |
| Madison Asset Management, LLC | 26,300 | $1.65M | 0.02% | −4,860−15.6% | Reduced |
| Madison Investment Advisors, LLC | 26,300 | $1.65M | 0.02% | +26,300 | New |
| United Capital Financial Advisers, LLC | 25,971 | $1.63M | 0.01% | −2,798−9.7% | Reduced |
| Johnson Investment Counsel Inc | 25,819 | $1.62M | 0.02% | −311−1.2% | Reduced |
| Acadian Asset Management LLC | 25,801 | $1.62M | 0.00% | +22,524+687.3% | Added |
| Prosperity Consulting Group, LLC | 25,589 | $1.60M | 0.12% | −1,182−4.4% | Reduced |
| TD Private Client Wealth LLC | 25,557 | $1.60M | 0.04% | +518+2.1% | Added |
| Cherokee Insurance Co | 25,439 | $1.59M | 0.72% | +25,439 | New |
| Vise Technologies, Inc. | 25,362 | $1.59M | 0.13% | +946+3.9% | Added |
| LMCG Investments, LLC | 25,271 | $1.58M | 0.10% | −129,066−83.6% | Reduced |
| MidWestOne Financial Group, Inc. | 25,266 | $1.58M | 0.22% | +14,123+126.7% | Added |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.58M | 0.37% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,139 | $1.57M | 0.04% | +2,671+11.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,102 | $1.57M | 0.01% | +20,791+482.3% | Added |
| PFG Investments, LLC | 24,908 | $1.56M | 0.10% | −93−0.4% | Reduced |
| Atomi Financial Group, Inc. | 24,891 | $1.56M | 0.08% | −1,671−6.3% | Reduced |
| Phoenix Holdings Ltd. | 24,842 | $1.56M | 0.02% | −2,690−9.8% | Reduced |
| Financial Counselors Inc | 24,651 | $1.54M | 0.02% | +1,563+6.8% | Added |
| IMC-Chicago, LLC | 24,479 | $1.53M | 0.04% | −32,922−57.4% | Reduced |
| Howe & Rusling Inc | 24,479 | $1.53M | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 24,450 | $1.53M | 0.27% | −1,175−4.6% | Reduced |
| Victrix Investment Advisors | 24,441 | $1.53M | 1.10% | +24,441 | New |
| Cohen Capital Management, Inc. | 24,200 | $1.52M | 0.25% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 24,166 | $1.51M | 0.65% | +622+2.6% | Added |
| Valeo Financial Advisors, LLC | 24,061 | $1.51M | 0.04% | −1,062−4.2% | Reduced |
| Sendero Wealth Management, LLC | 23,858 | $1.49M | 0.22% | +638+2.7% | Added |
| Chilton Capital Management LLC | 23,784 | $1.49M | 0.06% | −700−2.9% | Reduced |
| Tandem Capital Management Corp | 23,722 | $1.49M | 0.80% | −1,720−6.8% | Reduced |
| Potomac Fund Management Inc | 23,719 | $1.49M | 0.09% | +23,719 | New |
| Headlands Technologies LLC | 23,712 | $1.49M | 0.15% | −11,241−32.2% | Reduced |
| Absher Wealth Management, LLC | 23,617 | $1.48M | 0.19% | +9,662+69.2% | Added |
| Mesirow Financial Investment Management, Inc. | 23,614 | $1.48M | 0.03% | +437+1.9% | Added |
| Parallel Advisors, LLC | 23,605 | $1.48M | 0.03% | +1,889+8.7% | Added |
| Vestmark Advisory Solutions, Inc. | 23,576 | $1.48M | 0.05% | +2,523+12.0% | Added |
| Highland Capital Management, LLC | 23,504 | $1.47M | 0.08% | −600−2.5% | Reduced |
| Hartree Partners, LP | 23,500 | $1.47M | 0.55% | 00.0% | Unchanged |
| Greystone Financial Group, LLC | 23,439 | $1.47M | 0.26% | +1,753+8.1% | Added |
| Checchi Capital Advisers, LLC | 23,423 | $1.47M | 0.11% | −370−1.6% | Reduced |
| Sterling Capital Management LLC | 23,336 | $1.46M | 0.02% | −9,507−28.9% | Reduced |
| Caldwell Trust Co | 23,273 | $1.46M | 0.15% | +2,988+14.7% | Added |
| BTC Capital Management, Inc. | 23,186 | $1.45M | 0.13% | +2,727+13.3% | Added |
| Clearstead Advisors, LLC | 23,014 | $1.44M | 0.02% | +549+2.4% | Added |
| Lowe Brockenbrough & Co Inc | 22,931 | $1.44M | 0.09% | −150−0.6% | Reduced |
| Trustmark National Bank Trust Department | 22,767 | $1.43M | 0.11% | −3,575−13.6% | Reduced |
| Bollard Group LLC | 22,745 | $1.43M | 0.04% | −249−1.1% | Reduced |
| Level Four Advisory Services, LLC | 22,591 | $1.42M | 0.06% | +1,087+5.1% | Added |
| Miracle Mile Advisors, LLC | 22,439 | $1.41M | 0.03% | +8,655+62.8% | Added |
| Excalibur Management Corp | 22,375 | $1.40M | 0.56% | −33−0.1% | Reduced |
| Confluence Investment Management LLC | 22,011 | $1.38M | 0.02% | +71+0.3% | Added |
| Avidian Wealth Solutions, LLC | 21,743 | $1.36M | 0.06% | −5,575−20.4% | Reduced |
| Hilltop National Bank | 21,652 | $1.36M | 0.41% | +2,299+11.9% | Added |
| GM Advisory Group, Inc. | 21,575 | $1.35M | 0.07% | −134−0.6% | Reduced |
| Principal Securities, Inc. | 21,288 | $1.33M | 0.03% | +3,331+18.5% | Added |
| Hilltop Holdings Inc. | 21,253 | $1.33M | 0.08% | +1,223+6.1% | Added |
| Leavell Investment Management, Inc. | 20,990 | $1.32M | 0.06% | −5,932−22.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.31M | 0.37% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 20,944 | $1.31M | 0.19% | −202−1.0% | Reduced |
| Herold Advisors, Inc. | 20,931 | $1.31M | 0.29% | −91−0.4% | Reduced |
| Wesbanco Bank Inc | 20,774 | $1.30M | 0.04% | −1,363−6.2% | Reduced |
| Mission Wealth Management, LP | 20,760 | $1.30M | 0.03% | −385−1.8% | Reduced |
| King Luther Capital Management Corp | 20,650 | $1.29M | 0.01% | −2,747−11.7% | Reduced |
| Shufro Rose & Co LLC | 20,450 | $1.28M | 0.10% | −400−1.9% | Reduced |
| Red Spruce Capital, LLC | 20,413 | $1.28M | 0.57% | +1,069+5.5% | Added |
| Barry Investment Advisors, LLC | 20,334 | $1.27M | 0.41% | −215−1.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 20,001 | $1.25M | 0.30% | −2,116−9.6% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.25M | 0.15% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 19,936 | $1.25M | 0.05% | −2,024−9.2% | Reduced |
| West Family Investments, Inc. | 19,798 | $1.24M | 0.43% | −341−1.7% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,755 | $1.24M | 0.11% | −194−1.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 19,739 | $1.24M | 0.28% | +133+0.7% | Added |
| 44 Wealth Management LLC | 19,694 | $1.23M | 0.47% | −3,986−16.8% | Reduced |
| Susquehanna International Group, LLP | 19,679 | $1.23M | 0.00% | +6,448+48.7% | Added |
| Integrated Investment Consultants, LLC | 19,628 | $1.23M | 0.25% | +19,628 | New |
| Hantz Financial Services, Inc. | 19,587 | $1.23M | 0.02% | −766−3.8% | Reduced |
| Portland Global Advisors LLC | 19,535 | $1.22M | 0.15% | −2,730−12.3% | Reduced |
| Ronald Blue Trust, Inc. | 19,448 | $1.22M | 0.02% | −11,567−37.3% | Reduced |
| Israel Discount Bank of New York | 19,429 | $1.22M | 0.89% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 19,405 | $1.22M | 0.02% | +9,818+102.4% | Added |
| Pingora Partners LLC | 19,345 | $1.21M | 0.79% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 19,343 | $1.21M | 0.06% | +21+0.1% | Added |
| Quantbot Technologies LP | 19,258 | $1.21M | 0.04% | +13,739+248.9% | Added |
| Solstein Capital, LLC | 19,210 | $1.20M | 0.67% | −1,439−7.0% | Reduced |
| AQR Capital Management LLC | 19,145 | $1.20M | 0.00% | −2,201−10.3% | Reduced |
| American Capital Advisory, LLC | 19,128 | $1.20M | 0.66% | −467−2.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,508 | $1.20M | 0.00% | +2,327+14.4% | Added |
| HSBC Holdings PLC | 19,068 | $1.19M | 0.00% | −3,415−15.2% | Reduced |
| WealthTrust Axiom LLC | 18,931 | $1.19M | 0.35% | −145−0.8% | Reduced |
| Glenview Trust Co | 18,790 | $1.18M | 0.02% | 00.0% | Unchanged |
| Greenleaf Trust | 18,788 | $1.18M | 0.01% | −10,158−35.1% | Reduced |
| Aaron Wealth Advisors | 18,769 | $1.18M | 0.14% | +2,502+15.4% | Added |
| Unified Investment Management | 18,451 | $1.16M | 1.31% | +18,451 | New |
| Cowa, LLC | 18,328 | $1.15M | 0.53% | −1,369−7.0% | Reduced |
| National Asset Management, Inc. | 18,318 | $1.15M | 0.04% | −1,113−5.7% | Reduced |
| Manske Wealth Management | 18,301 | $1.15M | 0.46% | +18,301 | New |
| Louisbourg Investments Inc. | 18,290 | $1.15M | 0.30% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 18,133 | $1.14M | 0.06% | +3,970+28.0% | Added |
| Wedbush Securities Inc | 18,111 | $1.14M | 0.04% | +1,986+12.3% | Added |
| Sowell Financial Services LLC | 18,034 | $1.13M | 0.06% | −3,654−16.8% | Reduced |