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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
Missouri Trust & Investment Co0$00.00%−27−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−19−100.0%Sold out
Annapolis Financial Services, LLC0$00.00%−16−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−12−100.0%Sold out
Quilter Plc0$00.00%−1,150−100.0%Sold out
First Republic Investment Management, Inc.––––Not filed
Intrepid Family Office LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Colony Group LLC––––Not filed
Advisor Partners II, LLC––––Not filed
Sweeney & Michel, LLC––––Not filed
BTC Capital Management, Inc.––––Not filed
Forefront Wealth Management Inc.––––Not filed
Rothschild Investment Corp––––Not filed
Gyroscope Capital Management Group, LLC––––Not filed
Ropes Wealth Advisors LLC––––Not filed
Avant Capital LLC––––Not filed
Tiedemann Advisors, LLC––––Not filed
Kenfarb & Co.––––Not filed
Icon Wealth Partners, LLC––––Not filed
Foster Dykema Cabot & Co Inc––––Not filed
Focus Financial Network, Inc.––––Not filed
Sutton Wealth Advisors Inc.––––Not filed
Column Capital Advisors, LLC––––Not filed
Antonetti Capital Management LLC––––Not filed
Johnson Midwest Financial, LLC––––Not filed
Steward Financial Group LLC––––Not filed