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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 8,845 | $554.1K | 0.01% | +8,845 | New |
| Union Bancaire Privee, UBP SA | 8,938 | $548.7K | 0.01% | +8,938 | New |
| Elevated Capital Advisors, LLC | 8,706 | $545.4K | 0.15% | −553−6.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,655 | $542.2K | 0.54% | −95−1.1% | Reduced |
| Sage Mountain Advisors LLC | 8,648 | $541.8K | 0.04% | −3,366−28.0% | Reduced |
| Ignite Planners, LLC | 8,388 | $541.2K | 0.12% | +68+0.8% | Added |
| Aries Wealth Management | 8,626 | $540.4K | 0.15% | +1,815+26.6% | Added |
| Boyd Watterson Asset Management LLC | 8,605 | $539.1K | 0.15% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,590 | $538.2K | 0.12% | −38−0.4% | Reduced |
| StrongBox Wealth, LLC | 8,571 | $537.0K | 0.23% | −2,834−24.8% | Reduced |
| Umb Bank N A | 8,548 | $535.5K | 0.01% | −5,034−37.1% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $535.0K | 0.36% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,502 | $533.0K | 0.04% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,489 | $531.8K | 0.05% | −1,445−14.5% | Reduced |
| Cardiff Park Advisors, LLC | 8,419 | $527.4K | 0.05% | +74+0.9% | Added |
| GeoWealth Management, LLC | 8,416 | $527.3K | 0.02% | −2,772−24.8% | Reduced |
| Chemistry Wealth Management LLC | 8,376 | $524.7K | 0.12% | +344+4.3% | Added |
| North Star Investment Management Corp. | 8,358 | $523.6K | 0.04% | 00.0% | Unchanged |
| Philadelphia Trust Co | 8,350 | $523.0K | 0.04% | −49−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,298 | $519.9K | 0.14% | +5+0.1% | Added |
| Summitry LLC | 8,264 | $517.7K | 0.03% | +1,179+16.6% | Added |
| Broadwater Capital Management LLC | 8,236 | $516.0K | 0.40% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 8,210 | $514.4K | 0.24% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,634 | $514.3K | 0.04% | −16,269−68.1% | Reduced |
| Wallace Advisory Group, LLC | 7,779 | $513.0K | 0.35% | −529−6.4% | Reduced |
| Net Worth Advisory Group | 8,179 | $512.4K | 0.16% | −2,395−22.6% | Reduced |
| Kovack Advisors, Inc. | 8,141 | $510.0K | 0.05% | −187−2.2% | Reduced |
| Apexium Financial, LP | 8,130 | $509.3K | 0.03% | +144+1.8% | Added |
| Beverly Hills Private Wealth, LLC | 8,102 | $507.6K | 0.10% | −811−9.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,088 | $506.7K | 0.01% | −304−3.6% | Reduced |
| InTrack Investment Management Inc | 7,682 | $506.3K | 0.35% | +1,135+17.3% | Added |
| Orion Investment Co | 8,005 | $501.5K | 0.20% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 7,965 | $499.0K | 0.30% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,973 | $499.0K | 0.15% | +1,193+17.6% | Added |
| Motco | 7,961 | $498.8K | 0.05% | −11−0.1% | Reduced |
| Pullen Investment Management, LLC | 7,939 | $497.4K | 0.32% | +374+4.9% | Added |
| Cura Wealth Advisors, LLC | 7,935 | $497.1K | 0.22% | +7,935 | New |
| Leibman Financial Services, Inc. | 7,901 | $495.0K | 0.36% | −371−4.5% | Reduced |
| Wrapmanager Inc | 7,896 | $494.7K | 0.13% | −649−7.6% | Reduced |
| Kavar Capital Partners Group, LLC | 7,884 | $493.9K | 0.08% | −86−1.1% | Reduced |
| Dearborn Partners LLC | 7,876 | $493.4K | 0.02% | +27+0.3% | Added |
| Harbour Investments, Inc. | 7,857 | $492.3K | 0.01% | −40−0.5% | Reduced |
| Smith, Moore & Co. | 7,840 | $491.2K | 0.04% | +3,603+85.0% | Added |
| Welch & Forbes LLC | 7,836 | $490.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,833 | $490.7K | 0.02% | −2,207−22.0% | Reduced |
| Barclays PLC | 7,824 | $490.2K | 0.00% | +4,512+136.2% | Added |
| Bruce G. Allen Investments, LLC | 7,821 | $490.0K | 0.40% | +134+1.7% | Added |
| Transcend Wealth Collective, LLC | 7,816 | $489.7K | 0.04% | −134−1.7% | Reduced |
| Councilmark Asset Management, LLC | 7,775 | $487.1K | 0.33% | +50+0.6% | Added |
| Seed Wealth Management, Inc. | 7,765 | $486.5K | 0.39% | 00.0% | Unchanged |
| Encompass More Asset Management | 7,747 | $485.4K | 0.16% | +453+6.2% | Added |
| Albert D Mason Inc | 7,741 | $485.0K | 0.32% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 7,705 | $482.7K | 0.46% | +7,705 | New |
| Ellerson Group Inc | 7,701 | $482.5K | 0.35% | −150−1.9% | Reduced |
| Holistic Planning, LLC | 7,667 | $480.3K | 0.17% | −118−1.5% | Reduced |
| Estabrook Capital Management | 7,655 | $479.6K | 0.07% | −469−5.8% | Reduced |
| Spire Wealth Management | 7,599 | $476.1K | 0.01% | −69−0.9% | Reduced |
| BKD Wealth Advisors, LLC | 7,526 | $471.5K | 0.01% | −3,084−29.1% | Reduced |
| Profund Advisors LLC | 7,524 | $471.4K | 0.02% | −4,986−39.9% | Reduced |
| Mairs & Power Inc | 7,504 | $470.1K | 0.00% | −4,100−35.3% | Reduced |
| Choate Investment Advisors | 7,500 | $469.9K | 0.01% | +4,076+119.0% | Added |
| Brighton Jones LLC | 7,463 | $467.6K | 0.01% | +2,545+51.7% | Added |
| Capital Advisors Inc | 7,458 | $467.3K | 0.01% | +190+2.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 7,456 | $467.1K | 0.06% | −89,791−92.3% | Reduced |
| MONECO Advisors, LLC | 7,449 | $466.7K | 0.05% | +129+1.8% | Added |
| Sivia Capital Partners, LLC | 7,444 | $466.3K | 0.23% | −968−11.5% | Reduced |
| Empower Advisory Group, LLC | 7,442 | $466.2K | 0.00% | +34+0.5% | Added |
| ICONIQ Capital, LLC | 7,438 | $466.0K | 0.01% | +3,186+74.9% | Added |
| Probity Advisors, Inc. | 7,435 | $465.8K | 0.09% | +1,026+16.0% | Added |
| LSV Asset Management | 7,400 | $464.0K | 0.00% | +7,400 | New |
| Davis R M Inc | 7,311 | $458.0K | 0.01% | −2,729−27.2% | Reduced |
| West Oak Capital, LLC | 7,305 | $457.7K | 0.16% | 00.0% | Unchanged |
| AlTi Global, Inc. | 7,293 | $456.9K | 0.01% | +25+0.3% | Added |
| Romano Brothers and Company | 7,284 | $456.3K | 0.06% | −250−3.3% | Reduced |
| Harbour Capital Advisors, LLC | 7,065 | $455.8K | 0.10% | −525−6.9% | Reduced |
| Resources Investment Advisors, LLC. | 7,274 | $455.7K | 0.01% | −615−7.8% | Reduced |
| Guggenheim Capital LLC | 7,267 | $455.3K | 0.00% | −42−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,194 | $450.7K | 0.01% | −543−7.0% | Reduced |
| RMB Capital Management, LLC | 7,172 | $449.3K | 0.01% | −37−0.5% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,137 | $447.1K | 0.25% | +7,137 | New |
| Global Retirement Partners, LLC | 7,125 | $446.4K | 0.01% | −383−5.1% | Reduced |
| Childress Capital Advisors, LLC | 7,103 | $445.0K | 0.12% | −14,366−66.9% | Reduced |
| Select Asset Management & Trust | 7,074 | $443.0K | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,065 | $442.6K | 0.03% | +200+2.9% | Added |
| Marks Group Wealth Management, Inc | 7,043 | $441.3K | 0.04% | −5,372−43.3% | Reduced |
| One Wealth Advisors, LLC | 7,042 | $441.2K | 0.07% | −4,919−41.1% | Reduced |
| National Philanthropic Trust | 7,032 | $440.6K | 0.01% | +38+0.5% | Added |
| Janus Henderson Group PLC | 7,026 | $440.3K | 0.00% | 00.0% | Unchanged |
| Verde Servicos Internacionais S.A. | 7,000 | $439.0K | 0.19% | +7,000 | New |
| Baldwin Investment Management, LLC | 6,994 | $438.2K | 0.06% | −1,688−19.4% | Reduced |
| Minot DeBlois Advisors LLC | 6,994 | $438.2K | 0.40% | +6,994 | New |
| Compagnie Lombard Odier SCmA | 6,925 | $433.9K | 0.01% | −28,790−80.6% | Reduced |
| Flputnam Investment Management Co | 6,919 | $433.5K | 0.01% | −1,434−17.2% | Reduced |
| Sonora Investment Management Group, LLC | 6,912 | $433.0K | 0.03% | +285+4.3% | Added |
| Burke & Herbert Bank & Trust Co | 6,910 | $432.9K | 0.10% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 6,901 | $432.3K | 0.06% | −4,864−41.3% | Reduced |
| Beacon Capital Management, LLC | 6,876 | $430.8K | 0.06% | +61+0.9% | Added |
| Woodmont Investment Counsel LLC | 6,838 | $428.4K | 0.03% | −800−10.5% | Reduced |
| Adviser Investments LLC | 6,826 | $427.6K | 0.01% | +5+0.1% | Added |
| Aspen Grove Capital, LLC | 6,762 | $423.6K | 0.09% | +118+1.8% | Added |