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 |
|---|---|---|---|---|---|
| 40 North Management LLC | 4,850,000 | $319.1M | 20.41% | 00.0% | Unchanged |
| Mawer Investment Management Ltd. | 5,325,276 | $350.4M | 1.79% | +885,069+19.9% | Added |
| Price T Rowe Associates Inc | 5,942,342 | $391.0M | 0.05% | +646,592+12.2% | Added |
| Franklin Resources Inc | 6,173,651 | $406.2M | 0.19% | +143,910+2.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,364,488 | $418.8M | 1.49% | −598,345−8.6% | Reduced |
| Wellington Management Group LLP | 8,459,851 | $556.7M | 0.10% | −283,027−3.2% | Reduced |
| Orbis Allan Gray Ltd | 8,583,891 | $564.8M | 3.55% | +1,756,354+25.7% | Added |
| BlackRock Inc. | 8,930,000 | $587.6M | 0.02% | −121,570−1.3% | Reduced |
| Morgan Stanley | 8,935,206 | $587.9M | 0.05% | −420,985−4.5% | Reduced |
| Bank of America Corp | 9,086,744 | $597.9M | 0.07% | −178,889−1.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,559,488 | $629.0M | 0.66% | −7,259,525−43.2% | Reduced |
| Eagle Capital Management LLC | 16,489,024 | $1.08B | 4.61% | −484,336−2.9% | Reduced |
| Dimensional Fund Advisors LP | 22,611,835 | $1.49B | 0.43% | −462,264−2.0% | Reduced |
| Fisher Asset Management, LLC | 22,823,227 | $1.50B | 0.79% | +429,528+1.9% | Added |
| FMR LLC | 42,133,982 | $2.77B | 0.21% | +13,046,279+44.9% | Added |
| Norges Bank | 0 | $0 | 0.00% | −1,147,769−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −834,938−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −356,017−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −333,869−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −298,889−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −237,931−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −212,431−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −113,500−100.0% | Sold out |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −107,766−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −79,306−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −52,001−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −37,996−100.0% | Sold out |
| Recurrent Investment Advisors LLC | 0 | $0 | 0.00% | −84,761−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −33,883−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,127−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,723−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −20,143−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −19,280−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,978−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −14,140−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −13,022−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −12,746−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| Crawford Investment Counsel Inc | 0 | $0 | 0.00% | −11,690−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −10,953−100.0% | Sold out |
| Templeton & Phillips Capital Management, LLC | 0 | $0 | 0.00% | −9,430−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −8,192−100.0% | Sold out |
| Gryphon Financial Partners LLC | 0 | $0 | 0.00% | −8,173−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −6,868−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −6,665−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Retirement Investment Advisors, Inc. | 0 | $0 | 0.00% | −6,048−100.0% | Sold out |
| KCM Investment Advisors LLC | 0 | $0 | 0.00% | −5,789−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| AFS Financial Group, LLC | 0 | $0 | 0.00% | −5,106−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −4,290−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,124−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −4,046−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −3,664−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −3,653−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Blue Barn Wealth, LLC | 0 | $0 | 0.00% | −3,574−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −3,543−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −3,525−100.0% | Sold out |
| Welch Group, LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −3,382−100.0% | Sold out |
| Quadrant Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,336−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −3,277−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −3,170−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
| Plan Group Financial, LLC | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −3,144−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| Breakwater Capital Group | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,691−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2,629−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −2,223−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −1,981−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Hibernia Wealth Partners, LLC | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |