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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 97,372 | $6.41M | 1.15% | −604−0.6% | Reduced |
| Sawtooth Solutions, LLC | 97,711 | $6.43M | 0.18% | −3,236−3.2% | Reduced |
| Thornburg Investment Management Inc | 98,088 | $6.43M | 0.09% | −31,025−24.0% | Reduced |
| Heritage Investors Management Corp | 98,140 | $6.46M | 0.24% | −2,243−2.2% | Reduced |
| Charles Schwab Investment Management Inc | 98,706 | $6.49M | 0.00% | +26,729+37.1% | Added |
| MML Investors Services, LLC | 99,154 | $6.52M | 0.03% | +2,007+2.1% | Added |
| JBF Capital, Inc. | 101,000 | $6.61M | 1.29% | +1,000+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 103,436 | $6.81M | 0.27% | −4,199−3.9% | Reduced |
| Adell Harriman & Carpenter Inc | 104,532 | $6.88M | 0.64% | +15,032+16.8% | Added |
| Renaissance Group LLC | 104,860 | $6.90M | 0.29% | −2,603−2.4% | Reduced |
| Regency Capital Management Inc. | 104,891 | $6.90M | 4.64% | −11,325−9.7% | Reduced |
| ARS Wealth Advisors Group, LLC | 105,277 | $6.93M | 1.03% | −17,494−14.2% | Reduced |
| Augustine Asset Management Inc | 105,333 | $6.93M | 3.07% | +1,878+1.8% | Added |
| Banco Santander, S.A. | 106,518 | $7.01M | 0.08% | 00.0% | Unchanged |
| SPX Equities Gestao de Recursos Ltda | 106,520 | $7.01M | 0.54% | −394,630−78.7% | Reduced |
| Employees Retirement System of Texas | 107,060 | $7.04M | 0.08% | −62,960−37.0% | Reduced |
| Cutler Capital Management, LLC | 107,441 | $7.07M | 2.93% | +423+0.4% | Added |
| Eastover Investment Advisors LLC | 107,836 | $7.10M | 3.75% | +1,053+1.0% | Added |
| Sandy Spring Bank | 108,139 | $7.12M | 0.35% | +1,392+1.3% | Added |
| Prospera Financial Services Inc | 109,764 | $7.22M | 0.24% | −4,001−3.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 109,843 | $7.23M | 0.01% | +6,138+5.9% | Added |
| TD Waterhouse Canada Inc. | 101,369 | $7.27M | 0.07% | −2,121−2.0% | Reduced |
| TownSquare Capital, LLC | 112,170 | $7.38M | 0.13% | −7,558−6.3% | Reduced |
| Avantax Advisory Services, Inc. | 112,868 | $7.43M | 0.07% | −20,677−15.5% | Reduced |
| Jackson Square Capital, LLC | 113,361 | $7.46M | 2.40% | +6,364+5.9% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.48M | 2.06% | 00.0% | Unchanged |
| Leuthold Group, LLC | 114,140 | $7.51M | 0.94% | −122−0.1% | Reduced |
| Edge Capital Group, LLC | 114,841 | $7.56M | 0.42% | −1,527−1.3% | Reduced |
| Fifth Third Bancorp | 115,598 | $7.61M | 0.03% | −4,644−3.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 234,863 | $7.73M | 0.76% | −356,476−60.3% | Reduced |
| Acadian Asset Management LLC | 119,553 | $7.87M | 0.03% | −1,439−1.2% | Reduced |
| Eagle Global Advisors LLC | 119,557 | $7.87M | 0.48% | +463+0.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 119,769 | $7.88M | 2.52% | −5,910−4.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 128,011 | $8.42M | 0.11% | +9,392+7.9% | Added |
| Neville Rodie & Shaw Inc | 128,100 | $8.43M | 0.69% | +250.0% | Added |
| Voya Investment Management LLC | 129,811 | $8.54M | 0.01% | −16,756−11.4% | Reduced |
| Bragg Financial Advisors, Inc | 130,350 | $8.58M | 0.41% | +642+0.5% | Added |
| Pinnacle Associates Ltd | 132,582 | $8.72M | 0.15% | −1,298−1.0% | Reduced |
| Woodstock Corp | 132,981 | $8.75M | 1.01% | +2,941+2.3% | Added |
| Pinnacle Financial Partners Inc | 134,123 | $8.83M | 0.21% | +10,438+8.4% | Added |
| Nikko Asset Management Americas, Inc. | 134,343 | $8.84M | 0.08% | −5,621−4.0% | Reduced |
| Crocodile Capital Partners GmbH | 135,306 | $8.90M | 10.57% | −100,000−42.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 135,471 | $8.91M | 0.93% | +10,172+8.1% | Added |
| Everett Harris & Co | 135,938 | $8.94M | 0.13% | +14,060+11.5% | Added |
| Janney Capital Management LLC | 136,267 | $8.97M | 0.60% | −4,915−3.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,338 | $9.10M | 0.01% | −5,664−3.9% | Reduced |
| Janney Montgomery Scott LLC | 143,157 | $9.42M | 0.03% | −7,079−4.7% | Reduced |
| Baird Financial Group, Inc. | 144,673 | $9.52M | 0.02% | −952−0.7% | Reduced |
| Sit Investment Associates Inc | 145,855 | $9.60M | 0.24% | −470−0.3% | Reduced |
| National Bank of Canada | 152,785 | $10.1M | 0.02% | +50,793+49.8% | Added |
| Stephens Inc | 155,867 | $10.3M | 0.18% | +24,883+19.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 163,012 | $10.7M | 0.05% | +14,326+9.6% | Added |
| Glenmede Trust Co NA | 163,686 | $10.8M | 0.06% | +12,783+8.5% | Added |
| Allied Investment Advisors, LLC | 167,716 | $11.0M | 3.00% | −678−0.4% | Reduced |
| Manning & Napier Group, LLC | 169,236 | $11.1M | 0.13% | −2,235−1.3% | Reduced |
| Invenomic Capital Management LP | 172,892 | $11.4M | 0.61% | −71,870−29.4% | Reduced |
| Stamos Capital Partners, L.P. | 173,540 | $11.4M | 3.10% | +17,810+11.4% | Added |
| Crossmark Global Holdings, Inc. | 177,238 | $11.7M | 0.24% | −1,463−0.8% | Reduced |
| Cohen Klingenstein LLC | 178,178 | $11.7M | 0.48% | −19,160−9.7% | Reduced |
| Putnam Investments LLC | 178,400 | $11.7M | 0.02% | +114,100+177.4% | Added |
| Country Club Bank | 180,023 | $11.8M | 0.89% | −2,012−1.1% | Reduced |
| D.A. Davidson & Co. | 180,482 | $11.9M | 0.12% | −1,732−1.0% | Reduced |
| QRG Capital Management, Inc. | 182,644 | $12.0M | 0.18% | +3,689+2.1% | Added |
| FineMark National Bank & Trust | 183,524 | $12.1M | 0.49% | −1,119−0.6% | Reduced |
| Callodine Capital Management, LP | 185,000 | $12.2M | 3.21% | +85,000+85.0% | Added |
| Oppenheimer Asset Management Inc. | 186,201 | $12.3M | 0.17% | −3,361−1.8% | Reduced |
| Ramirez Asset Management, Inc. | 186,779 | $12.3M | 2.49% | −10,329−5.2% | Reduced |
| Scotia Capital Inc. | 188,883 | $12.4M | 0.08% | +1,993+1.1% | Added |
| Beach Investment Counsel Inc | 189,410 | $12.5M | 1.54% | −13,536−6.7% | Reduced |
| Pathstone Holdings, LLC | 194,012 | $12.8M | 0.07% | +194,012 | New |
| Van Hulzen Asset Management, LLC | 195,761 | $12.9M | 0.91% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 196,660 | $12.9M | 0.23% | −1,200−0.6% | Reduced |
| New Age Alpha Advisors, LLC | 198,300 | $13.0M | 9.93% | +198,300 | New |
| Mercer Global Advisors Inc | 198,577 | $13.1M | 0.04% | +14,599+7.9% | Added |
| Schonfeld Strategic Advisors LLC | 200,683 | $13.2M | 0.11% | −329,724−62.2% | Reduced |
| Captrust Financial Advisors | 202,253 | $13.3M | 0.05% | +12,223+6.4% | Added |
| Willis Johnson & Associates, Inc. | 202,802 | $13.3M | 1.28% | +10,198+5.3% | Added |
| Fayez Sarofim & Co | 214,589 | $13.7M | 0.04% | −29,882−12.2% | Reduced |
| Greenwood Gearhart Inc | 208,144 | $13.7M | 1.46% | −4,689−2.2% | Reduced |
| Evergreen Capital Management LLC | 208,713 | $13.7M | 0.56% | +1,878+0.9% | Added |
| Euro Pacific Asset Management, LLC | 214,040 | $14.2M | 3.03% | −1,249−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 218,160 | $14.4M | 0.02% | −5,408−2.4% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.5M | 1.50% | 00.0% | Unchanged |
| Becker Capital Management Inc | 222,705 | $14.7M | 0.53% | −13,556−5.7% | Reduced |
| M&T Bank Corp | 226,686 | $14.9M | 0.05% | −3,990−1.7% | Reduced |
| Aventail Capital Group, LP | 227,190 | $14.9M | 1.27% | +227,190 | New |
| South Dakota Investment Council | 229,673 | $15.1M | 0.32% | −10,900−4.5% | Reduced |
| Klingenstein Fields & Co LP | 237,033 | $15.6M | 0.70% | +3,720+1.6% | Added |
| Logan Capital Management Inc | 240,550 | $15.8M | 0.74% | −8,795−3.5% | Reduced |
| Davenport & Co LLC | 240,838 | $15.8M | 0.11% | −425−0.2% | Reduced |
| Northwest & Ethical Investments L.P. | 244,029 | $16.1M | 0.49% | −5,945−2.4% | Reduced |
| Creative Planning | 244,824 | $16.1M | 0.03% | −14,590−5.6% | Reduced |
| Gemsstock Limited | 249,924 | $16.4M | 6.10% | −469,876−65.3% | Reduced |
| Grandfield & Dodd, LLC | 256,477 | $16.9M | 1.17% | +6,756+2.7% | Added |
| Wedge Capital Management L L P | 262,003 | $17.2M | 0.31% | −1,890−0.7% | Reduced |
| Fort Washington Investment Advisors Inc | 264,454 | $17.4M | 0.12% | −262−0.1% | Reduced |
| Harvest Portfolios Group Inc. | 264,539 | $17.4M | 0.74% | −40,627−13.3% | Reduced |
| Cerity Partners LLC | 277,069 | $18.2M | 0.06% | +93,661+51.1% | Added |
| 1832 Asset Management L.P. | 277,678 | $18.3M | 0.03% | −52,841−16.0% | Reduced |
| Two Sigma Advisers, LP | 278,300 | $18.3M | 0.04% | +152,300+120.9% | Added |