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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 17,570 | $1.10M | 0.01% | +1,215+7.4% | Added |
| Jarislowsky, Fraser Ltd | 17,552 | $1.10M | 0.01% | −3,350−16.0% | Reduced |
| Hunter Associates Investment Management LLC | 17,447 | $1.09M | 0.17% | +230+1.3% | Added |
| Apollon Wealth Management, LLC | 17,417 | $1.09M | 0.03% | −4,613−20.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,750 | $1.09M | 0.01% | −2,218−11.7% | Reduced |
| Evelyn Partners Investment Management LLP | 17,395 | $1.09M | 0.04% | +17,395 | New |
| Rodgers Brothers Inc. | 17,375 | $1.09M | 0.14% | 00.0% | Unchanged |
| Bank Ozk | 17,281 | $1.08M | 0.45% | +2,222+14.8% | Added |
| Bogart Wealth, LLC | 17,068 | $1.07M | 0.05% | +322+1.9% | Added |
| Royal London Asset Management Ltd | 17,033 | $1.07M | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 17,001 | $1.07M | 0.11% | +182+1.1% | Added |
| Baker Ellis Asset Management LLC | 17,000 | $1.07M | 0.16% | +400+2.4% | Added |
| Next Level Private LLC | 16,927 | $1.06M | 0.43% | +29+0.2% | Added |
| Henshaw Capital LLC | 16,903 | $1.06M | 0.04% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 16,874 | $1.06M | 0.08% | −366−2.1% | Reduced |
| Mather Group, LLC. | 16,686 | $1.05M | 0.01% | +1,512+10.0% | Added |
| Texas Yale Capital Corp. | 16,558 | $1.04M | 0.04% | −600−3.5% | Reduced |
| London & Capital Asset Management Ltd | 16,558 | $1.04M | 0.09% | +16,558 | New |
| Banco de Sabadell, S.A | 16,585 | $1.04M | 0.81% | −699−4.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 16,546 | $1.04M | 0.02% | −113−0.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,519 | $1.03M | 0.04% | −83−0.5% | Reduced |
| Jefferies Financial Group Inc. | 16,517 | $1.03M | 0.01% | −857,691−98.1% | Reduced |
| Entropy Technologies, LP | 16,328 | $1.02M | 0.11% | +16,328 | New |
| Kingsview Wealth Management, LLC | 16,325 | $1.02M | 0.02% | +220+1.4% | Added |
| Savant Capital, LLC | 16,311 | $1.02M | 0.01% | +702+4.5% | Added |
| Auxier Asset Management | 16,271 | $1.02M | 0.16% | −75−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.02M | 0.06% | 00.0% | Unchanged |
| Howland Capital Management LLC | 16,149 | $1.01M | 0.04% | −601−3.6% | Reduced |
| Arkadios Wealth Advisors | 15,988 | $1.00M | 0.05% | +3,526+28.3% | Added |
| Equitable Trust Co | 15,970 | $1.00M | 0.06% | +15,970 | New |
| Wealthspire Advisors, LLC | 15,931 | $998.1K | 0.01% | +1,617+11.3% | Added |
| Marietta Investment Partners LLC | 15,924 | $997.6K | 0.22% | 00.0% | Unchanged |
| SOL Capital Management CO | 15,828 | $992.0K | 0.11% | −1,700−9.7% | Reduced |
| Bradley Foster & Sargent Inc | 15,704 | $983.9K | 0.02% | +5,408+52.5% | Added |
| Koshinski Asset Management, Inc. | 15,649 | $980.4K | 0.08% | −25−0.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $970.0K | 0.02% | −300−1.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,489 | $965.1K | 0.01% | +8,405+118.6% | Added |
| Crewe Advisors LLC | 15,401 | $964.9K | 0.13% | 00.0% | Unchanged |
| Haverford Trust Co | 15,344 | $961.3K | 0.01% | −11,800−43.5% | Reduced |
| Perpetual Ltd | 15,294 | $958.2K | 0.01% | −300−1.9% | Reduced |
| IFP Advisors, Inc | 15,167 | $950.3K | 0.03% | +713+4.9% | Added |
| HBK Sorce Advisory LLC | 15,125 | $947.6K | 0.03% | +1,052+7.5% | Added |
| Cutter & CO Brokerage, Inc. | 15,084 | $945.0K | 0.23% | −1,202−7.4% | Reduced |
| Coldstream Capital Management Inc | 15,075 | $944.4K | 0.02% | +2,892+23.7% | Added |
| Flagship Harbor Advisors, LLC | 15,065 | $943.8K | 0.05% | +322+2.2% | Added |
| Crescent Sterling, Ltd. | 15,021 | $941.1K | 0.97% | −1,267−7.8% | Reduced |
| Independence Bank of Kentucky | 14,975 | $938.2K | 0.14% | +9,020+151.5% | Added |
| Old National Bancorp | 14,945 | $936.3K | 0.02% | −1,353−8.3% | Reduced |
| Syon Capital LLC | 14,937 | $935.8K | 0.08% | +353+2.4% | Added |
| J.W. Cole Advisors, Inc. | 14,874 | $931.8K | 0.04% | +2,615+21.3% | Added |
| Cyndeo Wealth Partners, LLC | 14,681 | $919.8K | 0.06% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 14,646 | $917.6K | 0.00% | +223+1.5% | Added |
| Aptus Capital Advisors, LLC | 14,521 | $909.7K | 0.01% | +6,915+90.9% | Added |
| American Financial Group Inc | 14,500 | $908.4K | 0.41% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,480 | $907.0K | 0.15% | −20,464−58.6% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,369 | $900.2K | 0.03% | −236−1.6% | Reduced |
| Sunbelt Securities, Inc. | 14,492 | $895.3K | 0.08% | +531+3.8% | Added |
| Dorsey & Whitney Trust CO LLC | 14,238 | $892.0K | 0.05% | −180−1.2% | Reduced |
| Chesley Taft & Associates LLC | 14,163 | $887.3K | 0.04% | +8+0.1% | Added |
| Intrua Financial, LLC | 14,154 | $886.7K | 0.14% | +1,048+8.0% | Added |
| Beck Mack & Oliver LLC | 14,057 | $880.7K | 0.02% | −600−4.1% | Reduced |
| Catalina Capital Group, LLC | 14,015 | $878.0K | 0.29% | +876+6.7% | Added |
| Credit Capital Investments LLC | 14,000 | $877.1K | 1.14% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 13,956 | $874.4K | 0.01% | −2,757−16.5% | Reduced |
| WESPAC Advisors, LLC | 13,919 | $872.0K | 0.64% | +3,636+35.4% | Added |
| Congress Wealth Management LLC | 13,633 | $854.3K | 0.01% | −673−4.7% | Reduced |
| Lee Danner & Bass Inc | 13,603 | $852.2K | 0.07% | −100−0.7% | Reduced |
| Central Trust Co | 13,494 | $845.4K | 0.02% | −13,705−50.4% | Reduced |
| Sage Rhino Capital LLC | 13,427 | $841.2K | 0.18% | −225−1.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,309 | $833.8K | 0.16% | +3,636+37.6% | Added |
| Smartleaf Asset Management LLC | 13,447 | $830.8K | 0.08% | +2,826+26.6% | Added |
| Bessemer Group Inc | 13,124 | $823.0K | 0.00% | +120+0.9% | Added |
| Legacy Financial Advisors, Inc. | 13,133 | $822.8K | 0.14% | −560−4.1% | Reduced |
| Avantra Family Wealth, Inc. | 12,996 | $814.2K | 0.76% | +12,996 | New |
| Strategic Global Advisors, LLC | 12,961 | $812.0K | 0.15% | +27+0.2% | Added |
| Dynamic Advisor Solutions LLC | 12,950 | $811.3K | 0.04% | −4,444−25.5% | Reduced |
| DMG Group, LLC | 12,941 | $810.8K | 0.66% | −958−6.9% | Reduced |
| First National Bank of Omaha | 12,941 | $810.8K | 0.05% | +264+2.1% | Added |
| Independent Financial Group, LLC | 12,786 | $801.1K | 0.03% | +103+0.8% | Added |
| Alhambra Investment Partners LLC | 12,749 | $798.7K | 0.41% | −3,007−19.1% | Reduced |
| Glen Eagle Advisors, LLC | 12,708 | $796.2K | 0.13% | −65−0.5% | Reduced |
| NVWM, LLC | 12,681 | $794.5K | 0.20% | −30−0.2% | Reduced |
| TrinityPoint Wealth, LLC | 12,574 | $787.8K | 0.11% | +1,213+10.7% | Added |
| Stonegate Investment Group, LLC | 12,485 | $782.2K | 0.02% | +500+4.2% | Added |
| Hayek Kallen Investment Management | 12,449 | $780.0K | 0.28% | −1,185−8.7% | Reduced |
| First Manhattan Co | 12,417 | $777.9K | 0.00% | +1,450+13.2% | Added |
| EPG Wealth Management LLC | 12,406 | $777.2K | 0.20% | −90−0.7% | Reduced |
| Cookson Peirce & Co Inc | 12,351 | $773.8K | 0.04% | +12,351 | New |
| TCG Advisory Services, LLC | 12,326 | $772.2K | 0.03% | +805+7.0% | Added |
| Toronto Dominion Bank | 12,270 | $768.0K | 0.00% | −465−3.7% | Reduced |
| Pin Oak Investment Advisors Inc | 11,573 | $763.0K | 0.69% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,103 | $758.3K | 0.01% | −1,958−13.9% | Reduced |
| Permanens Capital L.P. | 12,081 | $756.9K | 0.14% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 12,078 | $756.7K | 0.01% | +4,306+55.4% | Added |
| Hudson Portfolio Management LLC | 12,050 | $754.9K | 0.74% | −200−1.6% | Reduced |
| Radnor Capital Management, LLC | 12,010 | $752.0K | 0.13% | −2,085−14.8% | Reduced |
| Lake Street Advisors Group, LLC | 11,980 | $750.5K | 0.03% | −768−6.0% | Reduced |
| Boston Private Wealth LLC | 11,968 | $749.8K | 0.01% | +11,968 | New |
| TCTC Holdings, LLC | 11,950 | $748.7K | 0.03% | −1,116−8.5% | Reduced |
| Quantitative Investment Management, LLC | 11,840 | $741.0K | 0.06% | +11,840 | New |