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 |
|---|---|---|---|---|---|
| Cullen Capital Management LLC | 281,376 | $18.5M | 0.27% | −373,627−57.0% | Reduced |
| Renaissance Technologies LLC | 284,286 | $18.7M | 0.03% | +284,286 | New |
| SEI Investments Co | 284,753 | $18.7M | 0.03% | −19,205−6.3% | Reduced |
| Cubist Systematic Strategies, LLC | 289,139 | $19.0M | 0.24% | +289,139 | New |
| Thomasville National Bank | 294,737 | $19.4M | 1.72% | +959+0.3% | Added |
| Stansberry Asset Management, LLC | 304,826 | $20.1M | 3.33% | −39,914−11.6% | Reduced |
| Truist Financial Corp | 305,459 | $20.1M | 0.03% | +35,045+13.0% | Added |
| Guardian Capital LP | 312,264 | $20.5M | 0.74% | −4,030−1.3% | Reduced |
| Anchor Capital Advisors LLC | 317,386 | $20.9M | 0.55% | −6,637−2.0% | Reduced |
| First Eagle Investment Management, LLC | 317,700 | $20.9M | 0.05% | +11,458+3.7% | Added |
| Advisor Group Holdings, Inc. | 317,857 | $20.9M | 0.04% | −69,620−18.0% | Reduced |
| Huber Capital Management LLC | 324,589 | $21.4M | 5.37% | −48,100−12.9% | Reduced |
| Willis Investment Counsel | 333,869 | $22.0M | 1.55% | −41,430−11.0% | Reduced |
| Qube Research & Technologies Ltd | 334,360 | $22.0M | 0.05% | −236,865−41.5% | Reduced |
| Cresset Asset Management, LLC | 336,602 | $22.1M | 0.13% | +9,047+2.8% | Added |
| Mariner, LLC | 340,255 | $22.4M | 0.05% | +7,968+2.4% | Added |
| Hikari Power Ltd | 341,900 | $22.5M | 2.14% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 343,895 | $22.6M | 1.75% | +343,895 | New |
| Raymond James Financial Services Advisors, Inc. | 354,020 | $23.3M | 0.04% | +13,497+4.0% | Added |
| Ci Investments Inc. | 355,575 | $23.4M | 0.12% | −35,930−9.2% | Reduced |
| Commonwealth Equity Services, LLC | 364,343 | $24.0M | 0.04% | +30,760+9.2% | Added |
| Nicola Wealth Management Ltd. | 372,000 | $24.5M | 2.57% | +20,000+5.7% | Added |
| Foundry Partners, LLC | 381,689 | $25.1M | 1.51% | −12,028−3.1% | Reduced |
| Optiver Holding B.V. | 389,086 | $25.6M | 0.76% | +389,086 | New |
| Kornitzer Capital Management Inc | 402,500 | $26.5M | 0.52% | +1,432+0.4% | Added |
| D. E. Shaw & Co., Inc. | 409,227 | $26.9M | 0.04% | −1,507,249−78.6% | Reduced |
| TruWealth Advisors, LLC | 415,745 | $27.4M | 2.09% | −34,158−7.6% | Reduced |
| US Bancorp | 415,889 | $27.4M | 0.04% | −13,194−3.1% | Reduced |
| Gabelli Funds LLC | 419,400 | $27.6M | 0.21% | −4,900−1.2% | Reduced |
| CIBC World Markets Inc. | 424,157 | $27.9M | 0.08% | −3,302−0.8% | Reduced |
| Citigroup Inc | 425,622 | $28.0M | 0.04% | +154,237+56.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 435,170 | $28.6M | 0.08% | −16,964−3.8% | Reduced |
| Verition Fund Management LLC | 437,424 | $28.8M | 0.29% | −150,116−25.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 485,000 | $31.9M | 0.07% | 00.0% | Unchanged |
| Bank of Montreal | 494,893 | $32.6M | 0.02% | −76,699−13.4% | Reduced |
| Neuberger Berman Group LLC | 500,530 | $32.9M | 0.03% | −62,893−11.2% | Reduced |
| HighTower Advisors, LLC | 507,990 | $33.4M | 0.06% | +46,827+10.2% | Added |
| Causeway Capital Management LLC | 508,567 | $33.5M | 0.85% | +45,462+9.8% | Added |
| Great Lakes Advisors, LLC | 515,458 | $33.9M | 0.32% | −133,402−20.6% | Reduced |
| Balyasny Asset Management LLC | 531,153 | $34.9M | 0.10% | +453,237+581.7% | Added |
| Sapient Capital LLC | 538,296 | $35.4M | 0.91% | +538,296 | New |
| Penn Davis McFarland Inc | 541,409 | $35.6M | 6.06% | −13,544−2.4% | Reduced |
| Ameriprise Financial Inc | 552,344 | $36.5M | 0.01% | −218,470−28.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $36.6M | 0.88% | 00.0% | Unchanged |
| Holocene Advisors, LP | 560,088 | $36.9M | 0.14% | +560,088 | New |
| Thrivent Financial for Lutherans | 567,700 | $37.4M | 0.08% | +561,095+8,495.0% | Added |
| CI Private Wealth, LLC | 603,596 | $39.7M | 0.07% | +14,481+2.5% | Added |
| Macquarie Group Ltd | 625,800 | $41.2M | 0.05% | −302,532−32.6% | Reduced |
| LPL Financial LLC | 664,533 | $43.7M | 0.03% | +31,246+4.9% | Added |
| Yaupon Capital Management LP | 668,345 | $44.0M | 4.77% | +158,510+31.1% | Added |
| American Century Companies Inc | 681,341 | $44.8M | 0.03% | +58,666+9.4% | Added |
| The PNC Financial Services Group, Inc. | 691,839 | $45.5M | 0.04% | −69,202−9.1% | Reduced |
| Russell Investments Group, Ltd. | 698,443 | $46.0M | 0.08% | −21,662−3.0% | Reduced |
| L1 Capital Pty Ltd | 746,500 | $49.1M | 4.61% | −478,117−39.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 821,370 | $54.0M | 0.50% | −58,500−6.6% | Reduced |
| Letko, Brosseau & Associates Inc | 891,772 | $58.7M | 1.07% | −31,660−3.4% | Reduced |
| Pacer Advisors, Inc. | 905,725 | $59.6M | 0.17% | +61,746+7.3% | Added |
| Douglas Lane & Associates, LLC | 915,641 | $60.2M | 0.93% | −159,064−14.8% | Reduced |
| Equity Investment Corp | 917,207 | $60.4M | 1.70% | −35,218−3.7% | Reduced |
| Van Eck Associates Corp | 932,050 | $61.3M | 0.11% | −39,410−4.1% | Reduced |
| Boston Partners | 939,094 | $61.8M | 0.08% | −91,858−8.9% | Reduced |
| Jane Street Group, LLC | 985,328 | $64.8M | 0.08% | +933,097+1,786.5% | Added |
| Raymond James & Associates | 989,888 | $65.1M | 0.05% | −5,898−0.6% | Reduced |
| Brandywine Global Investment Management, LLC | 1,000,062 | $65.8M | 0.53% | +82,824+9.0% | Added |
| Energy Income Partners, LLC | 1,011,510 | $66.6M | 1.44% | +185,211+22.4% | Added |
| CIBC Private Wealth Group, LLC | 1,400,186 | $72.4M | 0.15% | +793,136+130.7% | Added |
| Brandes Investment Partners, LP | 1,122,883 | $73.9M | 1.12% | +163,965+17.1% | Added |
| Jennison Associates LLC | 1,128,216 | $74.2M | 0.06% | +34,459+3.2% | Added |
| Egerton Capital (UK) LLP | 1,173,260 | $77.2M | 0.84% | +200,505+20.6% | Added |
| Mondrian Investment Partners LTD | 1,194,530 | $78.6M | 1.24% | +1,193,630+132,625.6% | Added |
| Merewether Investment Management, LP | 1,272,648 | $83.7M | 4.95% | +1,272,648 | New |
| UBS Group AG | 1,333,379 | $87.7M | 0.04% | −288,497−17.8% | Reduced |
| Covalis Capital LLP | 1,339,313 | $88.1M | 14.33% | +1,339,313 | New |
| Alliancebernstein L.P. | 1,360,793 | $89.5M | 0.03% | +168,634+14.1% | Added |
| Todd Asset Management LLC | 1,400,499 | $92.2M | 2.03% | −82,614−5.6% | Reduced |
| Silvercrest Asset Management Group LLC | 1,434,526 | $94.4M | 0.67% | −74,976−5.0% | Reduced |
| JPMorgan Chase & Co | 1,442,724 | $94.9M | 0.01% | +30,261+2.1% | Added |
| Natixis Advisors, L.P. | 1,514,969 | $99.7M | 0.26% | +13,366+0.9% | Added |
| Mackenzie Financial Corp | 1,726,246 | $113.6M | 0.17% | −136,496−7.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,835,361 | $120.8M | 0.43% | −26,107−1.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $122.3M | 0.12% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,983,437 | $130.5M | 0.16% | +85,416+4.5% | Added |
| Invesco Ltd. | 2,000,345 | $131.6M | 0.03% | +236,783+13.4% | Added |
| Capital Research Global Investors | 2,011,708 | $132.4M | 0.03% | +1750.0% | Added |
| Envestnet Asset Management Inc | 2,092,458 | $137.7M | 0.06% | +126,517+6.4% | Added |
| Bank of New York Mellon Corp | 2,123,300 | $139.7M | 0.03% | −2,311,703−52.1% | Reduced |
| Pale Fire Capital SE | 2,317,303 | $152.5M | 23.85% | −3,114,902−57.3% | Reduced |
| Point72 Asset Management, L.P. | 2,381,661 | $156.7M | 0.47% | +2,381,661 | New |
| Westwood Global Investments, LLC | 2,417,326 | $159.1M | 7.05% | +304,871+14.4% | Added |
| Amundi | 2,618,386 | $167.3M | 0.08% | −1,303,988−33.2% | Reduced |
| Wells Fargo & Company | 2,559,713 | $168.4M | 0.05% | −111,557−4.2% | Reduced |
| Harding Loevner LP | 2,677,943 | $172.5M | 0.97% | −42,206−1.6% | Reduced |
| Northern Trust Corp | 2,694,566 | $177.3M | 0.03% | −31,247−1.1% | Reduced |
| Nuveen Asset Management, LLC | 2,995,303 | $197.1M | 0.06% | +613,091+25.7% | Added |
| Rockefeller Capital Management L.P. | 3,253,861 | $214.1M | 0.72% | +136,345+4.4% | Added |
| Lord, Abbett & Co. LLC | 3,463,945 | $227.9M | 0.80% | +132,191+4.0% | Added |
| Royal Bank of Canada | 3,707,968 | $244.0M | 0.06% | −108,718−2.8% | Reduced |
| Pzena Investment Management LLC | 3,898,091 | $256.5M | 0.96% | −41,648−1.1% | Reduced |
| Millennium Management LLC | 4,245,215 | $279.3M | 0.26% | +315,378+8.0% | Added |
| Goldman Sachs Group Inc | 4,308,768 | $283.5M | 0.06% | −231,494−5.1% | Reduced |