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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 6,749 | $422.8K | 0.02% | −1,957−22.5% | Reduced |
| Avant Capital LLC | 6,748 | $422.8K | 0.35% | +6,748 | New |
| Transform Wealth, LLC | 6,734 | $421.9K | 0.02% | +678+11.2% | Added |
| Tucker Asset Management LLC | 6,733 | $421.8K | 0.04% | −455−6.3% | Reduced |
| Financial Advisory Service, Inc. | 6,726 | $421.4K | 0.04% | +25+0.4% | Added |
| Courier Capital LLC | 6,713 | $420.6K | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 6,711 | $420.5K | 0.13% | 00.0% | Unchanged |
| Ledyard National Bank | 6,696 | $419.5K | 0.04% | +558+9.1% | Added |
| GQG Partners LLC | 6,694 | $419.4K | 0.00% | −321−4.6% | Reduced |
| Venture Visionary Partners LLC | 6,679 | $418.4K | 0.02% | +44+0.7% | Added |
| May Hill Capital, LLC | 6,671 | $417.9K | 0.16% | +6,671 | New |
| Rossmore Private Capital | 6,655 | $416.9K | 0.05% | −15−0.2% | Reduced |
| Headinvest, LLC | 6,652 | $416.7K | 0.08% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 6,646 | $416.4K | 0.00% | −649−8.9% | Reduced |
| Lindbrook Capital, LLC | 6,641 | $416.1K | 0.04% | −280−4.0% | Reduced |
| Severin Investments, LLC | 6,640 | $416.0K | 0.41% | +6,640 | New |
| Linden Thomas Advisory Services, LLC | 6,635 | $415.7K | 0.05% | +1,392+26.5% | Added |
| NTV Asset Management LLC | 6,624 | $415.0K | 0.05% | −450−6.4% | Reduced |
| Gables Capital Management Inc. | 6,590 | $412.9K | 0.20% | −100−1.5% | Reduced |
| Cromwell Holdings LLC | 6,552 | $410.5K | 0.24% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,536 | $409.5K | 0.12% | −230−3.4% | Reduced |
| Strategic Advisors LLC | 6,531 | $409.1K | 0.07% | +2,531+63.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,524 | $408.8K | 0.01% | +904+16.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,322 | $407.9K | 0.00% | +331+5.5% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $407.2K | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 6,489 | $406.5K | 0.07% | +6,489 | New |
| Farmers Trust Co | 6,485 | $406.3K | 0.08% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 6,483 | $406.2K | 0.03% | +1,618+33.3% | Added |
| Eight 31 Financial LLC | 6,456 | $404.5K | 0.30% | +68+1.1% | Added |
| Beaton Management Co. Inc. | 6,450 | $404.0K | 0.21% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,415 | $401.9K | 0.03% | −163−2.5% | Reduced |
| Modern Wealth Management, LLC | 6,375 | $399.4K | 0.01% | +293+4.8% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,137 | $398.7K | 0.18% | +45+0.7% | Added |
| Argonautica Private Wealth Management, Inc | 6,355 | $398.2K | 0.13% | +342+5.7% | Added |
| Waldron Private Wealth LLC | 6,350 | $397.8K | 0.02% | −1,006−13.7% | Reduced |
| Northeast Investment Management | 6,344 | $397.5K | 0.02% | −4,458−41.3% | Reduced |
| Vaughan David Investments LLC | 6,276 | $393.0K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 6,193 | $388.0K | 0.14% | +330+5.6% | Added |
| Sittner & Nelson, LLC | 6,187 | $387.6K | 0.17% | +30.0% | Added |
| Gibbs Wealth Management | 6,151 | $385.3K | 0.10% | +1,793+41.1% | Added |
| Ethic Inc. | 6,147 | $385.1K | 0.01% | −415−6.3% | Reduced |
| Advisors Capital Management, LLC | 6,145 | $385.0K | 0.01% | −120−1.9% | Reduced |
| Drive Wealth Management, LLC | 6,135 | $384.3K | 0.09% | −662−9.7% | Reduced |
| Fielder Capital Group LLC | 6,113 | $383.0K | 0.12% | +766+14.3% | Added |
| Axxcess Wealth Management, LLC | 6,058 | $379.5K | 0.01% | +20.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 6,046 | $378.8K | 0.10% | +23+0.4% | Added |
| Hamel Associates, Inc. | 6,050 | $378.8K | 0.12% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 6,029 | $377.7K | 0.30% | +6,029 | New |
| Haven Private, LLC | 6,002 | $376.0K | 0.21% | +6,002 | New |
| Asset Advisors Investment Management, LLC | 6,000 | $375.9K | 0.04% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 5,981 | $374.7K | 0.09% | −695−10.4% | Reduced |
| CFS Investment Advisory Services, LLC | 5,944 | $372.0K | 0.03% | −444−7.0% | Reduced |
| Rothschild Investment LLC | 5,935 | $371.8K | 0.02% | −1,183−16.6% | Reduced |
| KCM Investment Advisors LLC | 5,915 | $370.6K | 0.01% | +131+2.3% | Added |
| Hanson & Doremus Investment Management | 5,906 | $370.0K | 0.06% | +969+19.6% | Added |
| WSFS Capital Management, LLC | 5,900 | $369.6K | 0.02% | +200+3.5% | Added |
| Monticello Wealth Management, LLC | 5,891 | $369.1K | 0.03% | +18+0.3% | Added |
| Park Capital Management, LLC | 5,888 | $368.9K | 0.44% | +5,888 | New |
| Steel Peak Wealth Management LLC | 5,883 | $368.6K | 0.02% | −15−0.3% | Reduced |
| Modera Wealth Management, LLC | 5,862 | $367.3K | 0.00% | −261−4.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,860 | $367.1K | 0.14% | −959−14.1% | Reduced |
| First National Bank of Hutchinson | 5,850 | $366.5K | 0.22% | 00.0% | Unchanged |
| Essex Savings Bank | 5,831 | $365.3K | 0.09% | −92−1.6% | Reduced |
| Raab & Moskowitz Asset Management LLC | 5,825 | $364.9K | 0.09% | −562−8.8% | Reduced |
| Seven Mile Advisory | 5,816 | $364.4K | 0.23% | −212−3.5% | Reduced |
| Element Wealth, LLC | 5,811 | $364.1K | 0.19% | +40+0.7% | Added |
| Keel Point, LLC | 5,785 | $362.4K | 0.03% | −254−4.2% | Reduced |
| Mattern Wealth Management LLC | 5,775 | $361.8K | 0.08% | −491−7.8% | Reduced |
| Aprio Wealth Management, LLC | 5,774 | $361.7K | 0.05% | +1,809+45.6% | Added |
| Sentry LLC | 5,760 | $360.9K | 0.07% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 5,740 | $359.6K | 0.01% | +5,740 | New |
| Callan Capital, LLC | 5,730 | $359.0K | 0.03% | −2,057−26.4% | Reduced |
| Larson Financial Group LLC | 5,723 | $358.5K | 0.02% | −663−10.4% | Reduced |
| Principal Street Partners, LLC | 5,717 | $358.2K | 0.07% | −4,986−46.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,710 | $357.7K | 0.02% | 00.0% | Unchanged |
| Next Capital Management LLC | 5,682 | $356.0K | 0.15% | +5,682 | New |
| Parkside Financial Bank & Trust | 5,671 | $355.3K | 0.05% | +200+3.7% | Added |
| RHS Financial, LLC | 5,667 | $355.0K | 0.18% | +173+3.1% | Added |
| Community Bank of Raymore | 5,650 | $354.0K | 0.28% | −1,250−18.1% | Reduced |
| Leo Wealth, LLC | 5,643 | $353.5K | 0.03% | +632+12.6% | Added |
| Atlantic Union Bankshares Corp | 5,637 | $353.2K | 0.02% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,615 | $351.8K | 0.07% | −265−4.5% | Reduced |
| Summit X, LLC | 5,592 | $350.3K | 0.08% | −19−0.3% | Reduced |
| International Assets Investment Management, LLC | 5,540 | $349.6K | 0.03% | −347,109−98.4% | Reduced |
| Alliance Wealth Advisors, LLC | 5,530 | $346.5K | 0.09% | −58−1.0% | Reduced |
| Titleist Asset Management, LLC | 5,526 | $346.2K | 0.04% | +164+3.1% | Added |
| Bridges Investment Management Inc | 5,518 | $345.7K | 0.00% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,514 | $345.5K | 0.13% | −1,000−15.4% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,508 | $345.1K | 0.06% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,480 | $343.3K | 0.07% | −200−3.5% | Reduced |
| AIMZ Investment Advisors, LLC | 5,475 | $343.0K | 0.12% | −100−1.8% | Reduced |
| GTS Securities LLC | 5,463 | $342.3K | 0.02% | −8,056−59.6% | Reduced |
| Wealthstream Advisors, Inc. | 5,452 | $341.6K | 0.06% | +535+10.9% | Added |
| Fort Washington Investment Advisors Inc | 5,451 | $341.5K | 0.00% | −756−12.2% | Reduced |
| Puzo Michael J | 5,450 | $341.4K | 0.10% | −2,200−28.8% | Reduced |
| Berkeley Capital Partners, LLC | 5,448 | $341.3K | 0.09% | −596−9.9% | Reduced |
| Cordatus Wealth Management LLC | 5,377 | $337.0K | 0.09% | +33+0.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,378 | $336.9K | 0.00% | +173+3.3% | Added |
| Evolution Wealth Advisors, LLC | 5,369 | $336.4K | 0.06% | +1,245+30.2% | Added |
| Angeles Wealth Management, LLC | 5,367 | $336.2K | 0.03% | +1,747+48.3% | Added |