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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 24,898 | $1.64M | 0.13% | +1,410+6.0% | Added |
| Systrade AG | 25,000 | $1.65M | 1.48% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 25,020 | $1.65M | 0.36% | +8,953+55.7% | Added |
| Regatta Capital Group, LLC | 25,634 | $1.69M | 0.44% | +59+0.2% | Added |
| Harbour Investment Management LLC | 25,655 | $1.69M | 0.88% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 25,700 | $1.69M | 0.32% | 00.0% | Unchanged |
| Financial Counselors Inc | 25,831 | $1.70M | 0.03% | −4,948−16.1% | Reduced |
| Two Sigma Investments, LP | 26,000 | $1.71M | 0.00% | −58−0.2% | Reduced |
| Penserra Capital Management LLC | 26,160 | $1.72M | 0.03% | +11,040+73.0% | Added |
| Capital Wealth Planning, LLC | 26,160 | $1.72M | 0.02% | +11,040+73.0% | Added |
| Flow Traders U.S. LLC | 26,192 | $1.72M | 0.05% | −4,712−15.2% | Reduced |
| Central Trust Co | 26,323 | $1.73M | 0.05% | +12,946+96.8% | Added |
| Vident Advisory, LLC | 26,479 | $1.74M | 0.04% | +2,602+10.9% | Added |
| National Asset Management, Inc. | 26,535 | $1.75M | 0.05% | −4,364−14.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,590 | $1.75M | 0.60% | +50.0% | Added |
| Cowa, LLC | 26,642 | $1.75M | 1.09% | +43+0.2% | Added |
| Highland Capital Management, LLC | 26,754 | $1.76M | 0.11% | −750−2.7% | Reduced |
| Rhumbline Advisers | 26,781 | $1.76M | 0.00% | −342−1.3% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.77M | 0.94% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 27,026 | $1.78M | 1.10% | −220−0.8% | Reduced |
| Perigon Wealth Management, LLC | 27,305 | $1.80M | 0.06% | −219−0.8% | Reduced |
| Park National Corp | 27,345 | $1.80M | 0.07% | +1,293+5.0% | Added |
| Coppell Advisory Solutions LLC | 27,359 | $1.80M | 0.36% | +7,153+35.4% | Added |
| Waters Parkerson & Co., LLC | 27,481 | $1.81M | 0.10% | −6,750−19.7% | Reduced |
| NewEdge Wealth, LLC | 27,499 | $1.81M | 0.05% | +716+2.7% | Added |
| Mount Yale Investment Advisors, LLC | 27,749 | $1.83M | 0.17% | −652−2.3% | Reduced |
| Gotham Asset Management, LLC | 27,759 | $1.83M | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 27,825 | $1.83M | 0.23% | +7,500+36.9% | Added |
| Boston Private Wealth LLC | 28,171 | $1.85M | 0.05% | −2,603−8.5% | Reduced |
| Sendero Wealth Management, LLC | 28,183 | $1.85M | 0.35% | +1,386+5.2% | Added |
| Game Creek Capital, LP | 28,250 | $1.86M | 1.07% | −2,375−7.8% | Reduced |
| Credit Capital Investments LLC | 28,500 | $1.88M | 2.61% | −1,500−5.0% | Reduced |
| Stolper Co | 28,525 | $1.88M | 0.76% | −1,348−4.5% | Reduced |
| Advanced Portfolio Management, LLC | 30,000 | $1.97M | 2.08% | +30,000 | New |
| Advisory Services Network, LLC | 30,018 | $1.98M | 0.05% | −4,249−12.4% | Reduced |
| Prudential Financial Inc | 30,149 | $1.98M | 0.00% | +1,151+4.0% | Added |
| State Street Corp | 30,222 | $1.99M | 0.00% | +3,727+14.1% | Added |
| Umb Bank N A | 30,253 | $1.99M | 0.03% | +555+1.9% | Added |
| Cannell Peter B & Co Inc | 30,329 | $2.00M | 0.06% | −9,301−23.5% | Reduced |
| Portside Wealth Group, LLC | 30,480 | $2.01M | 0.37% | −769−2.5% | Reduced |
| Haverford Trust Co | 30,485 | $2.01M | 0.02% | −361−1.2% | Reduced |
| Forum Financial Management, LP | 30,519 | $2.01M | 0.04% | +4,181+15.9% | Added |
| Valeo Financial Advisors, LLC | 30,681 | $2.02M | 0.08% | −3,574−10.4% | Reduced |
| Burney Co | 30,823 | $2.03M | 0.09% | −845−2.7% | Reduced |
| Leibman Financial Services, Inc. | 31,747 | $2.09M | 1.74% | +31,747 | New |
| Octavia Wealth Advisors, LLC | 31,751 | $2.09M | 0.37% | −840−2.6% | Reduced |
| Simmons Bank | 31,843 | $2.10M | 0.17% | −200−0.6% | Reduced |
| HB Wealth Management, LLC | 31,922 | $2.10M | 0.03% | −7,632−19.3% | Reduced |
| Mitchell Capital Management Co | 32,391 | $2.13M | 0.45% | −512−1.6% | Reduced |
| Leavell Investment Management, Inc. | 32,448 | $2.13M | 0.14% | +699+2.2% | Added |
| GFS Advisors, LLC | 32,456 | $2.14M | 0.31% | −2,572−7.3% | Reduced |
| SeaCrest Wealth Management, LLC | 32,858 | $2.16M | 0.27% | −3,474−9.6% | Reduced |
| TD Private Client Wealth LLC | 33,176 | $2.18M | 0.08% | −819−2.4% | Reduced |
| AE Wealth Management LLC | 34,836 | $2.20M | 0.01% | −2,776−7.4% | Reduced |
| BBR Partners, LLC | 33,866 | $2.23M | 0.23% | +709+2.1% | Added |
| Portland Global Advisors LLC | 34,263 | $2.25M | 0.34% | −8,720−20.3% | Reduced |
| Bahl & Gaynor Inc | 34,850 | $2.29M | 0.01% | −1,000−2.8% | Reduced |
| Lakeview Capital Partners, LLC | 35,041 | $2.31M | 0.41% | +2,590+8.0% | Added |
| Quinn Opportunity Partners LLC | 35,046 | $2.31M | 0.27% | 00.0% | Unchanged |
| Sierra Capital LLC | 35,056 | $2.31M | 0.34% | +63+0.2% | Added |
| Quadrant Capital Group LLC | 35,529 | $2.34M | 0.20% | +2,365+7.1% | Added |
| Snowden Capital Advisors LLC | 35,847 | $2.36M | 0.09% | −2,788−7.2% | Reduced |
| Brown Advisory Inc | 35,865 | $2.36M | 0.00% | −85−0.2% | Reduced |
| Private Advisor Group, LLC | 35,945 | $2.37M | 0.02% | −4,417−10.9% | Reduced |
| Earnest Partners LLC | 36,239 | $2.38M | 0.01% | −827−2.2% | Reduced |
| Schechter Investment Advisors, LLC | 36,827 | $2.42M | 0.21% | −8,186−18.2% | Reduced |
| Lazard Asset Management LLC | 37,117 | $2.44M | 0.00% | −748,505−95.3% | Reduced |
| Trustmark National Bank Trust Department | 37,384 | $2.46M | 0.22% | +2,623+7.5% | Added |
| Foster & Motley Inc | 37,489 | $2.47M | 0.18% | −2,662−6.6% | Reduced |
| Pitcairn Co | 37,496 | $2.47M | 0.18% | +9,295+33.0% | Added |
| Beacon Pointe Advisors, LLC | 37,695 | $2.48M | 0.03% | −7,609−16.8% | Reduced |
| CSS LLC | 37,928 | $2.50M | 0.19% | −2,000−5.0% | Reduced |
| Insigneo Advisory Services, LLC | 37,982 | $2.50M | 0.35% | +7,919+26.3% | Added |
| CIBC Asset Management Inc | 38,387 | $2.53M | 0.01% | +38,387 | New |
| Mill Capital Management, LLC | 38,490 | $2.53M | 0.23% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 38,544 | $2.54M | 0.59% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 38,561 | $2.54M | 0.93% | −947−2.4% | Reduced |
| First Hawaiian Bank | 38,861 | $2.56M | 0.08% | −2,137−5.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,803 | $2.57M | 1.76% | −150−0.6% | Reduced |
| Chicago Trust Co NA | 39,066 | $2.57M | 0.57% | −4,220−9.7% | Reduced |
| Integrated Wealth Concepts LLC | 39,334 | $2.59M | 0.04% | −824−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,337 | $2.59M | 0.03% | −4,126−9.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 39,495 | $2.60M | 0.04% | −24,762−38.5% | Reduced |
| Jarislowsky, Fraser Ltd | 39,977 | $2.63M | 0.02% | −1,800−4.3% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 40,000 | $2.63M | 6.04% | +40,000 | New |
| Advisors Management Group Inc | 40,546 | $2.67M | 0.72% | −381−0.9% | Reduced |
| Kanawha Capital Management LLC | 41,097 | $2.70M | 0.25% | −3,139−7.1% | Reduced |
| Montag A & Associates Inc | 41,141 | $2.71M | 0.15% | −11,586−22.0% | Reduced |
| Seven Eight Capital, LP | 42,308 | $2.78M | 0.32% | +6,477+18.1% | Added |
| Continental Advisors LLC | 42,520 | $2.80M | 2.52% | −9,000−17.5% | Reduced |
| Kestra Private Wealth Services, LLC | 42,847 | $2.82M | 0.07% | +413+1.0% | Added |
| Epoch Investment Partners, Inc. | 42,920 | $2.82M | 0.01% | −491−1.1% | Reduced |
| Regions Financial Corp | 43,530 | $2.86M | 0.02% | −16,901−28.0% | Reduced |
| United Capital Financial Advisers, LLC | 43,651 | $2.87M | 0.02% | −14,952−25.5% | Reduced |
| Gilman Hill Asset Management, LLC | 43,919 | $2.89M | 0.54% | −4,240−8.8% | Reduced |
| GWM Advisors LLC | 45,834 | $2.90M | 0.03% | +13,591+42.2% | Added |
| Rathbone Brothers plc | 44,285 | $2.91M | 0.02% | −3,624−7.6% | Reduced |
| Advisors Asset Management, Inc. | 44,485 | $2.93M | 0.06% | −4,497−9.2% | Reduced |
| Pittenger & Anderson Inc | 44,825 | $2.95M | 0.13% | +29,410+190.8% | Added |
| Royal London Asset Management Ltd | 45,076 | $2.97M | 0.01% | +491+1.1% | Added |