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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,315 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ4 2023: $21.6B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2023.

Institutions holding SHEL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc0$180.00%0Unchanged
Valued Wealth Advisors LLC6$4060.00%+6New
Gould Capital, LLC10$6580.00%00.0%Unchanged
Covestor Ltd10$1.00K0.00%−3−23.1%Reduced
MeadowBrook Investment Advisors LLC17$1.12K0.00%+17New
Rakuten Securities, Inc.17$1.12K0.00%+17New
Richard W. Paul & Associates, LLC22$1.45K0.00%00.0%Unchanged
Caitlin John, LLC23$1.51K0.00%+23New
Horizon Investments, LLC26$1.71K0.00%+26New
Quintet Private Bank (Europe) S.A.32$2.11K0.00%00.0%Unchanged
Rockbridge Investment Management, LCC37$2.44K0.00%+37New
ClariVest Asset Management LLC42$2.75K0.00%+42New
Tradewinds Capital Management, LLC43$2.83K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.44$2.92K0.00%00.0%Unchanged
Sofos Investments, Inc.47$3.09K0.00%−11−19.0%Reduced
Raffa Wealth Management, LLC49$3.22K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$3.29K0.00%+50New
Mascoma Wealth Management LLC54$3.55K0.00%00.0%Unchanged
Abound Wealth Management56$3.69K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC60$3.95K0.00%+60New
Wetzel Investment Advisors, Inc.66$4.00K0.00%+66New
Bell Investment Advisors, Inc61$4.01K0.00%00.0%Unchanged
Northwest Financial Advisors64$4.21K0.00%+64New
Byrne Asset Management LLC64$4.23K0.00%00.0%Unchanged
Piscataqua Savings Bank66$4.34K0.00%00.0%Unchanged
Winch Advisory Services, LLC66$4.37K0.00%00.0%Unchanged
Arlington Trust Co LLC69$4.54K0.00%+69New
Eukles Asset Management70$4.61K0.00%00.0%Unchanged
Quent Capital, LLC72$4.74K0.00%00.0%Unchanged
Country Trust Bank73$4.80K0.00%+23+46.0%Added
Frazier Financial Advisors, LLC73$4.80K0.00%+73New
Private Wealth Management Group, LLC75$4.93K0.00%+75New
Fairfield, Bush & Co.76$5.00K0.00%+76New
Syntax Research, Inc.83$5.46K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.90$5.92K0.00%00.0%Unchanged
Stone House Investment Management, LLC92$6.03K0.00%−97−51.3%Reduced
Blume Capital Management, Inc.100$6.58K0.00%00.0%Unchanged
MB, Levis & Associates, LLC101$6.65K0.00%+1+1.0%Added
PSI Advisors, LLC102$6.71K0.00%00.0%Unchanged
Bourgeon Capital Management LLC102$6.71K0.00%+47+85.5%Added
Red Tortoise LLC103$6.78K0.00%+1+1.0%Added
FSA Wealth Management LLC100$7.00K0.00%+100New
Keener Financial Planning LLC107$7.00K0.01%+107New
American National Bank107$7.04K0.00%+55+105.8%Added
Ibex Wealth Advisors135$8.90K1.93%−136,407−99.9%Reduced
Nordwand Advisors, LLC138$9.08K0.00%+138New
Signature Resources Capital Management, LLC139$9.15K0.01%+139New
GPS Wealth Strategies Group, LLC140$9.21K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.142$9.34K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC143$9.41K0.00%00.0%Unchanged
Retirement Group, LLC146$9.61K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.150$9.87K0.00%−100−40.0%Reduced
Global Trust Asset Management, LLC150$9.87K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC196$12.0K0.00%00.0%Unchanged
CGC Financial Services, LLC186$12.2K0.01%00.0%Unchanged
Kathleen S. Wright Associates Inc.189$12.4K0.01%+189New
Vermillion & White Wealth Management Group, LLC193$12.7K0.01%+193New
Evermay Wealth Management LLC200$13.2K0.00%00.0%Unchanged
Costello Asset Management, INC200$13.2K0.01%00.0%Unchanged
Nalls Sherbakoff Group, LLC200$13.2K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$13.2K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$13.2K0.01%00.0%Unchanged
Centennial Bank215$14.1K0.01%+90+72.0%Added
Central Bank & Trust Co230$15.1K0.00%00.0%Unchanged
Raleigh Capital Management Inc.230$15.2K0.01%+2+0.9%Added
Atwood & Palmer Inc232$15.3K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC235$15.5K0.00%−176−42.8%Reduced
Creekmur Asset Management LLC235$15.5K0.00%+235New
Oliver Lagore Vanvalin Investment Group241$15.9K0.01%−100−29.3%Reduced
Tennessee Valley Asset Management Partners244$16.1K0.00%+244New
Dogwood Wealth Management LLC249$16.4K0.01%+249New
Kelly Financial Services LLC257$16.9K0.01%00.0%Unchanged
First United Bank Trust265$17.4K0.01%+265New
FIL Ltd276$18.2K0.00%+276New
Semmax Financial Advisors Inc.300$19.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC295$19.4K0.00%00.0%Unchanged
Hoese & Co LLP300$19.7K0.02%00.0%Unchanged
Godsey & Gibb Associates300$19.7K0.00%00.0%Unchanged
Stephens Consulting, LLC300$19.7K0.01%00.0%Unchanged
Centerpoint Advisors, LLC300$20.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC300$20.0K0.02%00.0%Unchanged
Impact Partnership Wealth, LLC306$20.1K0.01%−1,050−77.4%Reduced
Bank of New Hampshire310$20.4K0.01%00.0%Unchanged
Silicon Valley Capital Partners311$20.5K0.00%+3+1.0%Added
HighMark Wealth Management LLC321$21.1K0.02%−10−3.0%Reduced
Sugarloaf Wealth Management, LLC322$21.2K0.01%−1,397−81.3%Reduced
Larson Financial Group LLC323$21.3K0.00%+17+5.6%Added
Tacita Capital Inc323$21.3K0.02%+323New
Castleview Partners, LLC327$21.5K0.02%00.0%Unchanged
Pacifica Partners Inc.336$21.6K0.01%00.0%Unchanged
GW&K Investment Management, LLC327$22.0K0.00%00.0%Unchanged
New England Capital Financial Advisors LLC338$22.2K0.01%00.0%Unchanged
Salomon & Ludwin, LLC349$22.5K0.00%00.0%Unchanged
Trust Co344$22.6K0.00%00.0%Unchanged
Turim 21 Investimentos Ltda.345$22.7K0.01%00.0%Unchanged
Hobbs Group Advisors, LLC355$23.3K0.01%+355New
Wiser Advisor Group LLC362$23.8K0.04%+362New
Cape Investment Advisory, Inc.368$24.2K0.01%+268+268.0%Added
Lee Financial Co371$24.4K0.00%00.0%Unchanged
Tyler-Stone Wealth Management391$25.8K0.01%+2+0.5%Added