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 2023
Institutional positions in Shell plc as of Dec 31, 2023. 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
- 1,315
- +72 vs. Q3 2023
- Shares held
- 329.2M
- +3.38M (+1.0%) vs. Q3 2023
- Total value
- $21.6B
- +$663.7M (+3.2%) vs. Q3 2023
- New holders
- 162
- 399 more added
- Sold out
- 90
- 521 more reduced
22 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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 2023
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 42,133,982 | $2.77B | 0.21% | +13,046,279+44.9% | Added |
| Fisher Asset Management, LLC | 22,823,227 | $1.50B | 0.79% | +429,528+1.9% | Added |
| Dimensional Fund Advisors LP | 22,611,835 | $1.49B | 0.43% | −462,264−2.0% | Reduced |
| Eagle Capital Management LLC | 16,489,024 | $1.08B | 4.61% | −484,336−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,559,488 | $629.0M | 0.66% | −7,259,525−43.2% | Reduced |
| Bank of America Corp | 9,086,744 | $597.9M | 0.07% | −178,889−1.9% | Reduced |
| Morgan Stanley | 8,935,206 | $587.9M | 0.05% | −420,985−4.5% | Reduced |
| BlackRock Inc. | 8,930,000 | $587.6M | 0.02% | −121,570−1.3% | Reduced |
| Orbis Allan Gray Ltd | 8,583,891 | $564.8M | 3.55% | +1,756,354+25.7% | Added |
| Wellington Management Group LLP | 8,459,851 | $556.7M | 0.10% | −283,027−3.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,364,488 | $418.8M | 1.49% | −598,345−8.6% | Reduced |
| Franklin Resources Inc | 6,173,651 | $406.2M | 0.19% | +143,910+2.4% | Added |
| Price T Rowe Associates Inc | 5,942,342 | $391.0M | 0.05% | +646,592+12.2% | Added |
| Mawer Investment Management Ltd. | 5,325,276 | $350.4M | 1.79% | +885,069+19.9% | Added |
| 40 North Management LLC | 4,850,000 | $319.1M | 20.41% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 4,308,768 | $283.5M | 0.06% | −231,494−5.1% | Reduced |
| Millennium Management LLC | 4,245,215 | $279.3M | 0.26% | +315,378+8.0% | Added |
| Pzena Investment Management LLC | 3,898,091 | $256.5M | 0.96% | −41,648−1.1% | Reduced |
| Royal Bank of Canada | 3,707,968 | $244.0M | 0.06% | −108,718−2.8% | Reduced |
| Lord, Abbett & Co. LLC | 3,463,945 | $227.9M | 0.80% | +132,191+4.0% | Added |
| Rockefeller Capital Management L.P. | 3,253,861 | $214.1M | 0.72% | +136,345+4.4% | Added |
| Nuveen Asset Management, LLC | 2,995,303 | $197.1M | 0.06% | +613,091+25.7% | Added |
| Northern Trust Corp | 2,694,566 | $177.3M | 0.03% | −31,247−1.1% | Reduced |
| Harding Loevner LP | 2,677,943 | $172.5M | 0.97% | −42,206−1.6% | Reduced |
| Wells Fargo & Company | 2,559,713 | $168.4M | 0.05% | −111,557−4.2% | Reduced |
| Amundi | 2,618,386 | $167.3M | 0.08% | −1,303,988−33.2% | Reduced |
| Westwood Global Investments, LLC | 2,417,326 | $159.1M | 7.05% | +304,871+14.4% | Added |
| Point72 Asset Management, L.P. | 2,381,661 | $156.7M | 0.47% | +2,381,661 | New |
| Pale Fire Capital SE | 2,317,303 | $152.5M | 23.85% | −3,114,902−57.3% | Reduced |
| Bank of New York Mellon Corp | 2,123,300 | $139.7M | 0.03% | −2,311,703−52.1% | Reduced |
| Envestnet Asset Management Inc | 2,092,458 | $137.7M | 0.06% | +126,517+6.4% | Added |
| Capital Research Global Investors | 2,011,708 | $132.4M | 0.03% | +1750.0% | Added |
| Invesco Ltd. | 2,000,345 | $131.6M | 0.03% | +236,783+13.4% | Added |
| Stifel Financial Corp | 1,983,437 | $130.5M | 0.16% | +85,416+4.5% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $122.3M | 0.12% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,835,361 | $120.8M | 0.43% | −26,107−1.4% | Reduced |
| Mackenzie Financial Corp | 1,726,246 | $113.6M | 0.17% | −136,496−7.3% | Reduced |
| Natixis Advisors, L.P. | 1,514,969 | $99.7M | 0.26% | +13,366+0.9% | Added |
| JPMorgan Chase & Co | 1,442,724 | $94.9M | 0.01% | +30,261+2.1% | Added |
| Silvercrest Asset Management Group LLC | 1,434,526 | $94.4M | 0.67% | −74,976−5.0% | Reduced |
| Todd Asset Management LLC | 1,400,499 | $92.2M | 2.03% | −82,614−5.6% | Reduced |
| Alliancebernstein L.P. | 1,360,793 | $89.5M | 0.03% | +168,634+14.1% | Added |
| Covalis Capital LLP | 1,339,313 | $88.1M | 14.33% | +1,339,313 | New |
| UBS Group AG | 1,333,379 | $87.7M | 0.04% | −288,497−17.8% | Reduced |
| Merewether Investment Management, LP | 1,272,648 | $83.7M | 4.95% | +1,272,648 | New |
| Mondrian Investment Partners LTD | 1,194,530 | $78.6M | 1.24% | +1,193,630+132,625.6% | Added |
| Egerton Capital (UK) LLP | 1,173,260 | $77.2M | 0.84% | +200,505+20.6% | Added |
| Jennison Associates LLC | 1,128,216 | $74.2M | 0.06% | +34,459+3.2% | Added |
| Brandes Investment Partners, LP | 1,122,883 | $73.9M | 1.12% | +163,965+17.1% | Added |
| CIBC Private Wealth Group, LLC | 1,400,186 | $72.4M | 0.15% | +793,136+130.7% | Added |
| Energy Income Partners, LLC | 1,011,510 | $66.6M | 1.44% | +185,211+22.4% | Added |
| Brandywine Global Investment Management, LLC | 1,000,062 | $65.8M | 0.53% | +82,824+9.0% | Added |
| Raymond James & Associates | 989,888 | $65.1M | 0.05% | −5,898−0.6% | Reduced |
| Jane Street Group, LLC | 985,328 | $64.8M | 0.08% | +933,097+1,786.5% | Added |
| Boston Partners | 939,094 | $61.8M | 0.08% | −91,858−8.9% | Reduced |
| Van Eck Associates Corp | 932,050 | $61.3M | 0.11% | −39,410−4.1% | Reduced |
| Equity Investment Corp | 917,207 | $60.4M | 1.70% | −35,218−3.7% | Reduced |
| Douglas Lane & Associates, LLC | 915,641 | $60.2M | 0.93% | −159,064−14.8% | Reduced |
| Pacer Advisors, Inc. | 905,725 | $59.6M | 0.17% | +61,746+7.3% | Added |
| Letko, Brosseau & Associates Inc | 891,772 | $58.7M | 1.07% | −31,660−3.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 821,370 | $54.0M | 0.50% | −58,500−6.6% | Reduced |
| L1 Capital Pty Ltd | 746,500 | $49.1M | 4.61% | −478,117−39.0% | Reduced |
| Russell Investments Group, Ltd. | 698,443 | $46.0M | 0.08% | −21,662−3.0% | Reduced |
| The PNC Financial Services Group, Inc. | 691,839 | $45.5M | 0.04% | −69,202−9.1% | Reduced |
| American Century Companies Inc | 681,341 | $44.8M | 0.03% | +58,666+9.4% | Added |
| Yaupon Capital Management LP | 668,345 | $44.0M | 4.77% | +158,510+31.1% | Added |
| LPL Financial LLC | 664,533 | $43.7M | 0.03% | +31,246+4.9% | Added |
| Macquarie Group Ltd | 625,800 | $41.2M | 0.05% | −302,532−32.6% | Reduced |
| CI Private Wealth, LLC | 603,596 | $39.7M | 0.07% | +14,481+2.5% | Added |
| Thrivent Financial for Lutherans | 567,700 | $37.4M | 0.08% | +561,095+8,495.0% | Added |
| Holocene Advisors, LP | 560,088 | $36.9M | 0.14% | +560,088 | New |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $36.6M | 0.88% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 552,344 | $36.5M | 0.01% | −218,470−28.3% | Reduced |
| Penn Davis McFarland Inc | 541,409 | $35.6M | 6.06% | −13,544−2.4% | Reduced |
| Sapient Capital LLC | 538,296 | $35.4M | 0.91% | +538,296 | New |
| Balyasny Asset Management LLC | 531,153 | $34.9M | 0.10% | +453,237+581.7% | Added |
| Great Lakes Advisors, LLC | 515,458 | $33.9M | 0.32% | −133,402−20.6% | Reduced |
| Causeway Capital Management LLC | 508,567 | $33.5M | 0.85% | +45,462+9.8% | Added |
| HighTower Advisors, LLC | 507,990 | $33.4M | 0.06% | +46,827+10.2% | Added |
| Neuberger Berman Group LLC | 500,530 | $32.9M | 0.03% | −62,893−11.2% | Reduced |
| Bank of Montreal | 494,893 | $32.6M | 0.02% | −76,699−13.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 485,000 | $31.9M | 0.07% | 00.0% | Unchanged |
| Verition Fund Management LLC | 437,424 | $28.8M | 0.29% | −150,116−25.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 435,170 | $28.6M | 0.08% | −16,964−3.8% | Reduced |
| Citigroup Inc | 425,622 | $28.0M | 0.04% | +154,237+56.8% | Added |
| CIBC World Markets Inc. | 424,157 | $27.9M | 0.08% | −3,302−0.8% | Reduced |
| Gabelli Funds LLC | 419,400 | $27.6M | 0.21% | −4,900−1.2% | Reduced |
| US Bancorp | 415,889 | $27.4M | 0.04% | −13,194−3.1% | Reduced |
| TruWealth Advisors, LLC | 415,745 | $27.4M | 2.09% | −34,158−7.6% | Reduced |
| D. E. Shaw & Co., Inc. | 409,227 | $26.9M | 0.04% | −1,507,249−78.6% | Reduced |
| Kornitzer Capital Management Inc | 402,500 | $26.5M | 0.52% | +1,432+0.4% | Added |
| Optiver Holding B.V. | 389,086 | $25.6M | 0.76% | +389,086 | New |
| Foundry Partners, LLC | 381,689 | $25.1M | 1.51% | −12,028−3.1% | Reduced |
| Nicola Wealth Management Ltd. | 372,000 | $24.5M | 2.57% | +20,000+5.7% | Added |
| Commonwealth Equity Services, LLC | 364,343 | $24.0M | 0.04% | +30,760+9.2% | Added |
| Ci Investments Inc. | 355,575 | $23.4M | 0.12% | −35,930−9.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 354,020 | $23.3M | 0.04% | +13,497+4.0% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 343,895 | $22.6M | 1.75% | +343,895 | New |
| Hikari Power Ltd | 341,900 | $22.5M | 2.14% | 00.0% | Unchanged |
| Mariner, LLC | 340,255 | $22.4M | 0.05% | +7,968+2.4% | Added |