Shell PLC-ADRSHEL

13F holders, Q3 2024 (September 30)
1,354holders −31
74new positions
110sold out
11famous investors
$65.95avg. 13F price*

At the end of Q3 2024, 1,354 institutions reported holding Shell PLC-ADR (SHEL) in their 13F filings, down 31 from Q2 2024. 74 opened new positions and 110 sold out. The largest holders were FMR LLC ($4.3B), Fisher Asset Management ($1.6B) and Dimensional Fund Advisors LP ($1.5B). 11 famous investors held it, including Steve Cohen (1.3% of Point72 Asset Management's portfolio), Ken Fisher (0.7% of Fisher Asset Management's portfolio) and David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions74$157.2M
Exits110$284.9M

All 13F filers, Q2 2024 → Q3 2024: 25,941,550 shares bought and 19,272,381 shares sold, net +6,669,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,354 holders

FMR LLC 0.26% Add +5.3% 65,298,943 $4.3B
Fisher Asset Management 0.66% Add +2.1% 24,530,647 $1.6B
Dimensional Fund Advisors LP 0.37% Add +0.9% 22,921,954 $1.5B
Eagle Capital Management LLC 3.71% Reduce -0.1% 15,124,881 $997.5M
Morgan Stanley 0.05% Add +2.7% 11,435,065 $754.1M
Orbis Allan Gray Ltd 3.43% Reduce -6.3% 9,822,965 $647.8M
Bank of America Corp. 0.05% Reduce -5.6% 9,002,733 $593.7M
Wellington Management Group LLP 0.09% Reduce -4.8% 7,744,112 $510.7M
BlackRock, Inc. 0.01% — 7,212,428 $475.7M
T. Rowe Price Associates Inc. 0.05% Add +7.5% 7,084,623 $467.2M
Hotchkis & Wiley Capital Management LLC 1.52% Reduce -2.0% 6,910,194 $455.7M
Franklin Resources Inc. 0.12% Add +0.9% 5,972,945 $408.4M
Standard Investments LLC 18.50% No change 5,480,000 $361.4M
Point72 Asset Management 1.29% Add +194.4% 5,474,461 $361.0M
Mawer Investment Management Ltd. 1.59% Add +8.7% 5,282,868 $348.4M
D. E. Shaw & Co. 0.47% Add +20.6% 5,007,005 $330.2M
Millennium Management 0.29% Add +21.3% 4,941,725 $325.9M
Goldman Sachs Group Inc. 0.06% Add +1.2% 4,449,817 $293.5M
Royal Bank of Canada 0.06% Add +3.3% 3,923,302 $258.7M
Holocene Advisors, LP 1.01% Add +29.8% 3,773,617 $248.9M
Pzena Investment Management LLC 0.79% Add +0.2% 3,699,517 $244.0M
Harding Loevner LP 1.31% Add +7.7% 3,434,768 $226.6M
Rockefeller Capital Management L.P. 0.55% Add +1.5% 3,125,284 $206.1M
Jennison Associates LLC 0.12% Add +188.0% 3,014,199 $198.8M
Westwood Global Investments, LLC 9.02% Add +18.3% 3,012,743 $198.7M
Lord, Abbett & Co. LLC 0.62% Reduce -5.5% 2,893,604 $190.8M
Northern Trust Corp. 0.03% Reduce -5.6% 2,582,225 $170.3M
Amundi 0.06% Add +3.6% 2,481,060 $169.4M
Wells Fargo & Company 0.04% Reduce -5.3% 2,410,272 $159.0M
Nuveen Asset Management, LLC 0.04% Reduce -5.7% 2,275,159 $150.0M
Envestnet Asset Management Inc. 0.05% Reduce -5.0% 2,136,311 $140.9M
Empyrean Capital Partners, LP 8.61% No change 2,100,000 $138.5M
Two Sigma Investments, LP 0.32% Add +82.4% 2,071,301 $136.6M
State Farm Mutual Automobile Insurance Co. 0.11% No change 1,858,028 $122.5M
Chevy Chase Trust Holdings, LLC 0.37% Reduce -1.4% 1,814,369 $119.7M
Stifel Financial Corp. 0.12% Reduce -3.0% 1,791,618 $118.2M
Mondrian Investment Partners LTD 1.67% Reduce -2.0% 1,674,056 $110.4M
Merewether Investment Management, LP 4.70% Add +41.0% 1,544,764 $101.9M
Balyasny Asset Management L.P. 0.26% Add +32.5% 1,516,711 $100.0M
Brandes Investment Partners, LP 1.08% Add +0.9% 1,460,277 $96.3M
Alliancebernstein L.P. 0.03% Reduce -1.5% 1,381,259 $91.1M
Mackenzie Financial Corp. 0.13% Reduce -4.7% 1,379,081 $91.0M
JPMorgan Chase & Co. 0.01% Reduce -7.4% 1,376,027 $90.7M
Van Eck Associates Corp. 0.11% Reduce -2.0% 1,363,109 $90.7M
UBS Group AG 0.03% Reduce -2.9% 1,362,413 $89.9M
Silvercrest Asset Management Group LLC 0.60% Reduce -2.5% 1,344,117 $88.6M
Natixis Advisors, LLC 0.17% Reduce -13.1% 1,301,731 $85.8M
Voloridge Investment Management, LLC 0.31% Reduce -25.3% 1,281,119 $84.5M
Todd Asset Management LLC 1.84% Reduce -0.6% 1,200,096 $79.1M
Alyeska Investment Group, L.P. 0.40% Add +44.6% 1,198,341 $79.0M
Marshall Wace, LLP 0.10% Add +651.4% 1,143,235 $75.4M
Brandywine Global Investment Management, LLC 0.47% Add +0.2% 1,030,648 $70.5M
Raymond James & Associates 0.04% Reduce -39.3% 1,031,201 $68.0M
Equity Investment Corp. 1.55% Add +5.2% 1,012,644 $66.8M
Energy Income Partners, LLC 1.40% Add +9.4% 987,333 $65.1M
Pacer Advisors, Inc. 0.14% Add +0.5% 975,399 $64.3M
Citadel Advisors 0.07% Add +8520.8% 938,206 $61.9M
CIBC Private Wealth Group LLC 0.11% Add +13.6% 934,809 $61.7M
PNC Financial Services Group, Inc. 0.04% Add +1.7% 890,180 $58.7M
Jefferies Financial Group Inc. 1.00% Add +6893.7% 874,208 $57.7M
American Century Companies Inc. 0.03% Add +7.1% 842,849 $55.6M
Boston Partners 0.06% Reduce -0.6% 813,491 $53.7M
Invesco Ltd. 0.01% Reduce -55.4% 809,639 $53.4M
Russell Investments Group, Ltd. 0.08% Reduce -3.6% 791,894 $52.2M
Capital Research Global Investors 0.01% Reduce -0.1% 767,370 $50.6M
Teachers Retirement System of the State of Kentucky 0.42% No change 736,170 $48.5M
LPL Financial LLC 0.02% Reduce -2.0% 728,784 $48.1M
Verition Fund Management LLC 0.36% Add +18.5% 716,753 $47.3M
Thrivent Financial for Lutherans 0.09% Add +0.4% 714,990 $47.2M
Douglas Lane & Associates, LLC 0.65% Reduce -11.4% 714,542 $47.1M
1832 Asset Management L.P. 0.08% Add +0.6% 709,925 $46.8M
Yaupon Capital Management LP 3.07% Add +35.5% 693,641 $45.7M
Renaissance Technologies 0.07% Add +1165.7% 685,986 $45.2M
Bank of Montreal 0.02% Reduce -47.3% 682,145 $45.1M
Letko, Brosseau & Associates Inc. 0.79% Reduce -23.9% 663,577 $43.8M
Two Sigma Advisers, LP 0.10% Reduce -7.0% 654,900 $43.2M
Aventail Capital Group, LP 2.40% New 617,925 $40.8M
Qube Research & Technologies Ltd 0.07% New 609,309 $40.2M
Neuberger Berman Group LLC 0.03% Add +5.2% 576,822 $38.0M
Fayez Sarofim & Co 0.10% Add +28.9% 570,647 $37.6M
Bank of New York Mellon Corp 0.01% Reduce -1.7% 522,608 $34.5M
Great Lakes Advisors, LLC 0.29% Reduce -2.1% 521,538 $34.4M
Penn Davis McFarland Inc. 3.75% Reduce -0.0% 505,433 $33.3M
Foundry Partners, LLC 1.64% Reduce -0.7% 502,088 $33.1M
Senator Investment Group LP 1.57% Reduce -3.2% 500,000 $33.0M
Corient Private Wealth LP 0.05% Reduce -1.0% 476,398 $31.4M
Kornitzer Capital Management Inc. 0.57% Reduce -2.2% 466,167 $30.7M
HighTower Advisors, LLC 0.05% Add +0.8% 463,797 $30.6M
Cullen Capital Management, LLC 0.32% Reduce -1.2% 447,730 $29.5M
Commonwealth Equity Services, LLC 0.04% Add +4.2% 447,054 $29.5M
Ameriprise Financial Inc. 0.01% Reduce -9.4% 444,065 $29.3M
TruWealth Advisors, LLC 1.70% Reduce -1.3% 420,825 $27.8M
First Eagle Investment Management, LLC 0.06% Add +2.1% 420,469 $27.7M
Adage Capital Partners Gp, L.L.C. 0.05% Add +116.2% 400,000 $26.4M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -11.0% 396,501 $26.1M
Gabelli Funds LLC 0.19% Reduce -4.8% 394,200 $26.0M
Cerity Partners LLC 0.06% Add +21.2% 384,392 $25.4M
Huber Capital Management LLC 5.04% Add +6.2% 379,889 $25.1M
US Bancorp \de 0.03% Reduce -8.1% 377,939 $24.9M
Cresset Asset Management, LLC 0.09% Add +2.3% 367,098 $24.2M

"% 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 1,354 holders