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Livermore
Livermore
ZHEN

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
Creative Financial Designs Inc398$26.2K0.00%−100−20.1%Reduced
Provence Wealth Management Group400$26.3K0.01%00.0%Unchanged
Abich Financial Wealth Management LLC400$26.3K0.03%+400New
VitalStone Financial, LLC405$27.0K0.02%00.0%Unchanged
Valley National Advisers Inc413$27.0K0.00%+283+217.7%Added
Rise Advisors, LLC413$27.2K0.02%+189+84.4%Added
Mendota Financial Group, LLC415$27.3K0.02%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC428$28.2K0.06%+428New
CoreFirst Bank & Trust439$28.9K0.02%00.0%Unchanged
Park Place Capital Corp446$29.3K0.01%−592−57.0%Reduced
Beaird Harris Wealth Management, LLC448$29.5K0.00%+385+611.1%Added
Concord Wealth Partners464$30.5K0.01%00.0%Unchanged
JNBA Financial Advisors468$30.8K0.00%00.0%Unchanged
Asset Dedication, LLC482$31.0K0.00%00.0%Unchanged
Pflug Koory, LLC490$32.2K0.02%00.0%Unchanged
Allspring Global Investments Holdings, LLC495$32.6K0.00%+235+90.4%Added
Fairfield Financial Advisors, LTD500$32.9K0.01%+500New
Tortoise Investment Management, LLC502$33.0K0.00%+1+0.2%Added
Planning Capital Management Corp503$33.1K0.03%+503New
Provenance Wealth Advisors, LLC521$34.3K0.00%+521New
Financial Synergies Wealth Advisors, Inc.623$35.5K0.01%+519+499.0%Added
TD Capital Management LLC550$36.2K0.00%00.0%Unchanged
America First Investment Advisors, LLC551$36.3K0.01%00.0%Unchanged
First Personal Financial Services560$36.8K0.01%00.0%Unchanged
Tradition Wealth Management, LLC602$40.0K0.00%−179−22.9%Reduced
Nisa Investment Advisors, LLC609$40.1K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC610$40.1K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC645$42.4K0.01%00.0%Unchanged
GHP Investment Advisors, Inc.647$42.6K0.00%00.0%Unchanged
Colonial Trust Advisors658$43.3K0.00%00.0%Unchanged
Resources Management Corp671$44.0K0.01%00.0%Unchanged
Fairman Group, LLC689$45.3K0.04%+689New
Custom Portfolio Group LLC700$46.1K0.04%+700New
MCF Advisors LLC712$46.9K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co726$47.8K0.01%+726New
Operose Advisors LLC738$48.6K0.02%+243+49.1%Added
Caldwell Sutter Capital, Inc.739$48.6K0.02%00.0%Unchanged
TFC Financial Management741$48.7K0.01%−32−4.1%Reduced
Mark Sheptoff Financial Planning, LLC750$49.4K0.03%00.0%Unchanged
McClarren Financial Advisors, Inc.760$50.0K0.04%+142+23.0%Added
REAP Financial Group, LLC779$51.3K0.01%+779New
Key Financial Inc789$51.9K0.01%+307+63.7%Added
Y.D. More Investments Ltd800$52.6K0.01%−1,100−57.9%Reduced
Highlander Capital Management, LLC800$52.6K0.02%00.0%Unchanged
Nemes Rush Group LLC807$53.1K0.01%00.0%Unchanged
SOA Wealth Advisors, LLC.814$53.6K0.01%+1+0.1%Added
City State Bank822$54.0K0.03%+42+5.4%Added
FinTrust Capital Advisors, LLC830$54.6K0.01%−359−30.2%Reduced
Founders Capital Management830$54.6K0.04%+168+25.4%Added
Archer Investment Corp852$56.1K0.02%+6+0.7%Added
Dividend Assets Capital, LLC859$57.0K0.01%00.0%Unchanged
Truvestments Capital LLC907$59.7K0.03%+700+338.2%Added
Focused Wealth Management, Inc956$62.9K0.01%+291+43.8%Added
Arcadia Investment Management Corp984$64.7K0.01%00.0%Unchanged
Fortis Group Advisors, LLC984$64.7K0.02%+492+100.0%Added
Hazlett, Burt & Watson, Inc.996$65.0K0.04%+6+0.6%Added
Legacy Bridge, LLC1,000$65.8K0.04%−600−37.5%Reduced
Barrett & Company, Inc.1,026$67.5K0.04%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA1,048$69.0K0.04%+200+23.6%Added
First Command Advisory Services, Inc.1,066$70.1K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc1,077$70.9K0.01%−496−31.5%Reduced
CVA Family Office, LLC1,084$71.3K0.01%+1,084New
Spectrum Wealth Counsel, LLC1,095$72.1K0.01%+1,095New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC1,115$73.4K0.00%+6+0.5%Added
Paradigm Asset Management Co LLC1,118$73.6K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.1,121$73.8K0.00%−298−21.0%Reduced
Oakworth Capital, Inc.1,129$74.3K0.01%−2,130−65.4%Reduced
ICA Group Wealth Management, LLC1,156$76.1K0.02%+1,156New
Global Financial Private Client, LLC1,205$79.3K0.04%00.0%Unchanged
Indiana Trust & Investment Management CO1,237$81.4K0.04%00.0%Unchanged
AlphaMark Advisors, LLC1,263$83.0K0.03%00.0%Unchanged
BOK Financial Private Wealth, Inc.1,273$83.8K0.01%+232+22.3%Added
Timber Creek Capital Management LLC1,300$85.5K0.03%00.0%Unchanged
West Branch Capital LLC1,300$85.5K0.04%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC1,300$85.5K0.03%+1,300New
Citizens National Bank Trust Department1,347$88.6K0.02%−50−3.6%Reduced
M&R Capital Management Inc1,389$91.4K0.02%+99+7.7%Added
Harbor Investment Advisory, LLC1,393$91.7K0.01%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,427$93.9K0.04%+21+1.5%Added
Union Savings Bank1,429$94.0K0.05%00.0%Unchanged
First Pacific Financial1,447$95.2K0.03%+14+1.0%Added
BFSG, LLC1,450$95.4K0.01%+1,450New
Carmichael Hill & Associates, Inc.1,455$95.7K0.04%00.0%Unchanged
Colonial Trust Co1,473$96.9K0.02%−4−0.3%Reduced
AdvisorNet Financial, Inc1,488$97.9K0.01%−11−0.7%Reduced
Hollencrest Capital Management1,496$98.4K0.01%00.0%Unchanged
Chesapeake Asset Management LLC1,505$99.0K0.09%00.0%Unchanged
Venturi Wealth Management, LLC1,524$100.3K0.01%+230+17.8%Added
Eagle Bay Advisors LLC1,537$101.1K0.06%−48−3.0%Reduced
Webster Bank, N. A.1,539$101.3K0.01%00.0%Unchanged
Laurel Wealth Advisors LLC1,581$104.0K0.02%00.0%Unchanged
Winthrop Capital Management, LLC1,616$106.3K0.03%+1,616New
Providence Capital Advisors, LLC1,786$117.5K0.03%00.0%Unchanged
Bray Capital Advisors1,950$128.3K0.04%00.0%Unchanged
Bollard Group LLC1,962$129.0K0.00%+10+0.5%Added
Baystate Wealth Management LLC1,962$129.1K0.01%+747+61.5%Added
Princeton Global Asset Management LLC1,965$129.3K0.03%+718+57.6%Added
SRS Capital Advisors, Inc.1,983$130.5K0.01%−3−0.2%Reduced
Spirit of America Management Corp2,000$131.6K0.03%+2,000New
Old Point Trust & Financial Services N A2,001$131.7K0.05%+2,001New