Shell PLC-ADRSHEL

13F holders, Q2 2024 (June 30)
1,385holders +42
102new positions
62sold out
11famous investors
$72.04avg. 13F price*

At the end of Q2 2024, 1,385 institutions reported holding Shell PLC-ADR (SHEL) in their 13F filings, up 42 from Q1 2024. 102 opened new positions and 62 sold out. The largest holders were FMR LLC ($4.5B), Fisher Asset Management ($1.7B) and Dimensional Fund Advisors LP ($1.6B). 11 famous investors held it, including Ken Fisher (0.8% of Fisher Asset Management's portfolio), David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.4% of Point72 Asset Management's portfolio).

Company
Shell PLC-ADR
CUSIP
780259305
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions102$267.2M
Exits62$198.4M

All 13F filers, Q1 2024 → Q2 2024: 35,790,326 shares bought and 17,075,053 shares sold, net +18,715,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,385 holders

FMR LLC 0.29% Add +29.8% 62,043,596 $4.5B
Fisher Asset Management 0.75% Add +2.6% 24,023,336 $1.7B
Dimensional Fund Advisors LP 0.43% Add +0.4% 22,722,317 $1.6B
Eagle Capital Management LLC 4.05% Reduce -4.7% 15,140,877 $1.1B
Morgan Stanley 0.06% Add +11.5% 11,139,188 $804.0M
Orbis Allan Gray Ltd 4.71% Add +1.5% 10,479,098 $756.4M
Bank of America Corp. 0.07% Reduce -0.9% 9,536,919 $688.4M
BlackRock Inc. 0.01% Reduce -4.9% 8,391,334 $605.7M
Wellington Management Group LLP 0.10% Reduce -1.3% 8,134,790 $587.2M
Hotchkis & Wiley Capital Management LLC 1.78% Add +2.6% 7,049,951 $508.9M
T. Rowe Price Associates Inc. 0.06% Reduce -1.9% 6,589,069 $475.6M
Franklin Resources Inc. 0.13% Reduce -5.8% 5,917,308 $427.1M
Standard Investments LLC 23.00% Add +6.9% 5,480,000 $395.5M
Mawer Investment Management Ltd. 1.66% Reduce -4.7% 4,860,539 $350.8M
Goldman Sachs Group Inc. 0.06% Add +0.6% 4,395,400 $317.3M
D. E. Shaw & Co. 0.46% Reduce -2.0% 4,151,988 $299.7M
Millennium Management 0.25% Reduce -20.8% 4,073,232 $294.0M
Royal Bank of Canada 0.07% Add +4.3% 3,797,486 $274.1M
Pzena Investment Management LLC 0.94% Reduce -5.2% 3,692,200 $266.5M
Harding Loevner LP 1.27% Add +833.8% 3,190,784 $230.3M
GQG Partners LLC 0.34% Add +83394.2% 3,118,507 $225.1M
Rockefeller Capital Management L.P. 0.63% Reduce -8.6% 3,078,991 $222.2M
Lord, Abbett & Co. LLC 0.73% Add +0.6% 3,061,661 $221.0M
Holocene Advisors, LP 0.88% Reduce -18.5% 2,906,663 $209.8M
Northern Trust Corp. 0.03% Add +0.8% 2,734,531 $197.4M
Westwood Global Investments, LLC 9.16% Add +4.1% 2,546,523 $183.8M
Wells Fargo & Company 0.05% Reduce -0.4% 2,544,956 $183.7M
Amundi 0.07% Add +2.1% 2,393,959 $174.8M
Nuveen Asset Management, LLC 0.05% Reduce -6.9% 2,412,575 $174.1M
Envestnet Asset Management Inc. 0.06% Add +6.5% 2,248,366 $162.3M
Pale Fire Capital SE 18.00% Reduce -16.3% 2,212,003 $159.7M
Empyrean Capital Partners, LP 10.41% New 2,100,000 $151.6M
Point72 Asset Management 0.44% Reduce -33.7% 1,859,576 $134.2M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,858,028 $134.1M
Stifel Financial Corp. 0.15% Add +1.6% 1,846,672 $133.3M
Chevy Chase Trust Holdings, LLC 0.42% Add +0.3% 1,840,690 $132.9M
Invesco Ltd. 0.03% Reduce -10.5% 1,813,592 $130.9M
Mondrian Investment Partners LTD 1.92% Reduce -21.9% 1,707,857 $125.0M
Voloridge Investment Management, LLC 0.46% Add +141.6% 1,715,681 $123.8M
Raymond James & Associates 0.08% Add +65.7% 1,698,247 $122.6M
Natixis Advisors, LLC 0.23% Add +5.7% 1,497,096 $108.1M
JPMorgan Chase & Co. 0.01% Add +6.0% 1,485,711 $107.2M
Mackenzie Financial Corp. 0.16% Reduce -8.0% 1,447,379 $104.5M
Brandes Investment Partners, LP 1.28% Add +0.7% 1,447,449 $104.3M
UBS Group AG 0.03% Add +9.1% 1,403,384 $101.3M
Alliancebernstein L.P. 0.04% Add +5.5% 1,401,804 $101.2M
Van Eck Associates Corp. 0.14% Add +40.5% 1,390,488 $100.4M
Silvercrest Asset Management Group LLC 0.68% Reduce -3.8% 1,378,361 $99.5M
Bank of Montreal 0.03% Add +53.6% 1,295,389 $93.5M
Skye Global Management LP 1.99% Add +59.4% 1,217,652 $87.9M
Todd Asset Management LLC 1.81% Reduce -0.1% 1,207,401 $87.1M
Balyasny Asset Management L.P. 0.22% Reduce -39.8% 1,144,656 $82.6M
Two Sigma Investments, LP 0.20% Add +87.3% 1,135,653 $82.0M
Merewether Investment Management, LP 4.17% Reduce -3.0% 1,095,764 $79.1M
Jennison Associates LLC 0.05% Reduce -5.1% 1,046,527 $75.5M
Brandywine Global Investment Management, LLC 0.56% Reduce -3.4% 1,028,628 $74.2M
Pacer Advisors, Inc. 0.16% Reduce -0.9% 970,418 $70.0M
Equity Investment Corp. 1.77% Reduce -2.6% 962,354 $69.5M
Energy Income Partners, LLC 1.45% Reduce -19.4% 902,307 $65.1M
PNC Financial Services Group, Inc. 0.04% Add +31.8% 875,490 $63.2M
Letko, Brosseau & Associates Inc. 1.19% Reduce -1.7% 871,697 $62.9M
CIBC Private Wealth Group LLC 0.11% Add +1.5% 822,701 $59.8M
Alyeska Investment Group, L.P. 0.35% Reduce -44.1% 828,835 $59.8M
Russell Investments Group, Ltd. 0.10% Add +10.1% 821,644 $59.3M
Boston Partners 0.07% Reduce -3.7% 818,304 $59.1M
Douglas Lane & Associates, LLC 0.83% Reduce -5.0% 806,703 $58.2M
American Century Companies Inc. 0.03% Add +7.3% 787,069 $56.8M
Capital Research Global Investors 0.01% Reduce -61.9% 767,922 $55.4M
LPL Financial LLC 0.03% Add +8.0% 743,891 $53.7M
Teachers Retirement System of the State of Kentucky 0.48% No change 736,170 $53.1M
Thrivent Financial for Lutherans 0.10% Reduce -0.8% 711,854 $51.4M
1832 Asset Management L.P. 0.09% Add +184.1% 705,771 $50.9M
Two Sigma Advisers, LP 0.11% Add +129.7% 704,600 $50.9M
Causeway Capital Management LLC 1.39% Add +30.2% 704,593 $50.9M
Verition Fund Management LLC 0.37% Add +60.5% 604,724 $43.6M
Neuberger Berman Group LLC 0.03% Add +11.0% 548,376 $39.6M
Great Lakes Advisors, LLC 0.34% Add +4.9% 533,020 $38.5M
Bank of New York Mellon Corp 0.01% Reduce -21.0% 531,676 $38.4M
Senator Investment Group LP 1.82% Reduce -19.1% 516,400 $37.3M
Yaupon Capital Management LP 3.30% Add +10.8% 512,040 $37.0M
Foundry Partners, LLC 1.96% Add +28.3% 505,523 $36.5M
Penn Davis McFarland Inc. 5.65% Reduce -3.6% 505,522 $36.5M
Ameriprise Financial Inc. 0.01% Reduce -12.7% 490,356 $35.4M
Corient Private Wealth LP 0.06% Add +7.6% 481,147 $34.7M
Kornitzer Capital Management Inc. 0.66% Reduce -1.0% 476,743 $34.4M
HighTower Advisors, LLC 0.05% Reduce -8.3% 460,321 $33.2M
Cullen Capital Management, LLC 0.38% Add +0.2% 453,331 $32.7M
Wealth Enhancement Advisory Services, LLC 0.08% Add +5.7% 445,571 $32.2M
Fayez Sarofim & Co 0.09% Add +110.8% 442,616 $31.9M
Commonwealth Equity Services, LLC 0.05% Reduce -7.0% 429,160 $31.0M
TruWealth Advisors, LLC 2.05% Add +0.9% 426,499 $30.8M
Gabelli Funds LLC 0.23% Reduce -0.1% 414,100 $29.9M
First Eagle Investment Management, LLC 0.07% Add +10.3% 411,909 $29.7M
US Bancorp \de 0.04% Add +21.4% 411,373 $29.7M
Groupama Asset Managment 0.38% Add +17.4% 787,212 $28.2M
Optiver Holding B.V. 0.50% New 359,351 $25.9M
Cresset Asset Management, LLC 0.11% Add +3.1% 358,792 $25.9M
Huber Capital Management LLC 5.87% Reduce -4.2% 357,689 $25.8M
Cibc World Market Inc. 0.06% Reduce -5.8% 356,034 $25.7M
Hikari Power Ltd 2.23% No change 341,900 $24.7M

"% of holder's portfolio" is SHEL's weight in each manager's 13F, not the share of Shell PLC-ADR the manager owns.

Show all 1,385 holders