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 |
|---|---|---|---|---|---|
| Boit C F David | 2,000 | $133.9K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $136.5K | 0.05% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,088 | $137.4K | 0.07% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,125 | $140.0K | 0.01% | −224−9.5% | Reduced |
| Barclays PLC | 2,265 | $149.0K | 0.00% | −402,727−99.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,265 | $149.0K | 0.01% | +645+39.8% | Added |
| Pinnacle Bancorp, Inc. | 2,279 | $150.0K | 0.05% | +57+2.6% | Added |
| Planned Solutions, Inc. | 2,325 | $153.0K | 0.07% | −2,196−48.6% | Reduced |
| Addison Advisors LLC | 2,342 | $154.1K | 0.06% | +187+8.7% | Added |
| Avion Wealth | 2,388 | $157.0K | 0.04% | −400−14.3% | Reduced |
| Baldwin Brothers Inc | 2,408 | $158.4K | 0.01% | −132−5.2% | Reduced |
| JJJ Advisors Inc. | 2,474 | $162.8K | 0.04% | +478+23.9% | Added |
| Glassman Wealth Services | 2,490 | $163.8K | 0.02% | −785−24.0% | Reduced |
| First PREMIER Bank | 2,500 | $165.0K | 0.05% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,528 | $166.3K | 0.03% | +403+19.0% | Added |
| Jones Financial Companies LLLP | 2,907 | $191.3K | 0.00% | +161+5.9% | Added |
| Salem Investment Counselors Inc | 2,914 | $191.7K | 0.01% | +63+2.2% | Added |
| PFG Private Wealth Management, LLC | 2,928 | $192.7K | 0.13% | +2,678+1,071.2% | Added |
| Washington Trust Advisors, Inc. | 3,028 | $199.2K | 0.02% | 00.0% | Unchanged |
| Redwood Investments, LLC | 3,041 | $200.1K | 0.05% | +3,041 | New |
| JFS Wealth Advisors, LLC | 3,047 | $200.5K | 0.02% | +75+2.5% | Added |
| Builder Investment Group Inc | 3,056 | $201.1K | 0.07% | +3,056 | New |
| RFP Financial Group LLC | 3,080 | $202.7K | 0.08% | 00.0% | Unchanged |
| Clarity Financial LLC | 3,087 | $203.1K | 0.04% | −744−19.4% | Reduced |
| GAMMA Investing LLC | 3,251 | $204.5K | 0.06% | +3,251 | New |
| Clifford Capital Partners LLC | 3,119 | $205.2K | 0.05% | +3,119 | New |
| MKT Advisors LLC | 3,125 | $205.4K | 0.14% | +3,125 | New |
| Ancora Advisors, LLC | 3,129 | $205.9K | 0.00% | −10.0% | Reduced |
| OneAscent Financial Services LLC | 3,131 | $206.0K | 0.03% | +3,131 | New |
| Two Sigma Securities, LLC | 3,147 | $207.1K | 0.01% | +3,147 | New |
| FMB Wealth Management | 3,149 | $207.2K | 0.19% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,150 | $207.2K | 0.09% | 00.0% | Unchanged |
| Sprott Inc. | 3,150 | $207.3K | 0.02% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,151 | $207.4K | 0.02% | +3,151 | New |
| Roundview Capital LLC | 3,154 | $207.5K | 0.02% | −87−2.7% | Reduced |
| Hexagon Capital Partners LLC | 3,162 | $208.1K | 0.05% | +546+20.9% | Added |
| Triune Financial Partners, LLC | 3,163 | $208.1K | 0.08% | +32+1.0% | Added |
| Avaii Wealth Management, LLC | 3,165 | $208.3K | 0.14% | −12−0.4% | Reduced |
| Golden State Equity Partners | 3,166 | $208.3K | 0.05% | +10.0% | Added |
| Counterweight Ventures, LLC | 3,176 | $209.0K | 0.19% | +3,176 | New |
| United Community Bank | 3,176 | $209.0K | 0.09% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,176 | $209.0K | 0.03% | −75−2.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,180 | $209.3K | 0.00% | −483−13.2% | Reduced |
| Main Street Financial Solutions, LLC | 3,186 | $209.7K | 0.03% | −28−0.9% | Reduced |
| Appleton Partners Inc | 3,184 | $210.0K | 0.02% | −33−1.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $210.3K | 0.03% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,200 | $210.6K | 0.06% | 00.0% | Unchanged |
| Schroder Investment Management Group | 3,204 | $210.8K | 0.00% | −1,205−27.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 3,215 | $211.5K | 0.02% | −40−1.2% | Reduced |
| Atom Investors LP | 3,215 | $211.5K | 0.04% | −4,278−57.1% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $212.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,225 | $212.2K | 0.02% | +3,225 | New |
| Gillespie Robinson & Grimm Inc | 3,226 | $212.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,230 | $212.5K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,244 | $213.5K | 0.16% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,245 | $213.5K | 0.02% | +3,245 | New |
| SkyOak Wealth, LLC | 3,250 | $213.8K | 0.06% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 3,255 | $214.2K | 0.10% | +3,255 | New |
| Kathmere Capital Management, LLC | 3,264 | $214.8K | 0.03% | +3,264 | New |
| Barlow Wealth Partners, Inc. | 3,272 | $215.3K | 0.03% | +3,272 | New |
| Smart Money Group LLC | 3,291 | $216.5K | 0.09% | +33+1.0% | Added |
| Duncker Streett & Co Inc | 3,310 | $217.8K | 0.05% | +9+0.3% | Added |
| Daymark Wealth Partners, LLC | 3,312 | $217.9K | 0.01% | −364−9.9% | Reduced |
| Global Retirement Partners, LLC | 3,532 | $218.1K | 0.01% | −818−18.8% | Reduced |
| Fiduciary Group LLC | 3,320 | $218.5K | 0.03% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 3,331 | $219.2K | 0.06% | +3,331 | New |
| Canopy Partners, LLC | 3,353 | $220.6K | 0.13% | +3,353 | New |
| Foundations Investment Advisors, LLC | 3,459 | $221.6K | 0.01% | −1,461−29.7% | Reduced |
| Western Wealth Management, LLC | 3,370 | $221.7K | 0.02% | +110+3.4% | Added |
| Montecito Bank & Trust | 3,375 | $222.1K | 0.05% | +3,375 | New |
| Geneos Wealth Management Inc. | 3,378 | $222.3K | 0.01% | −2,834−45.6% | Reduced |
| HM Payson & Co | 3,392 | $223.2K | 0.00% | −700−17.1% | Reduced |
| Grove Bank & Trust | 3,396 | $223.5K | 0.04% | +1,437+73.4% | Added |
| NWF Advisory Services Inc. | 3,399 | $223.6K | 0.04% | +3,399 | New |
| Gladstone Institutional Advisory LLC | 3,441 | $226.4K | 0.01% | −1,308−27.5% | Reduced |
| City Holding Co | 3,442 | $226.4K | 0.04% | −111−3.1% | Reduced |
| Curated Wealth Partners LLC | 3,449 | $226.9K | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,451 | $227.1K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,472 | $228.5K | 0.01% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,498 | $230.2K | 0.05% | +3,498 | New |
| Trust Co of Virginia | 3,499 | $230.2K | 0.02% | −400−10.3% | Reduced |
| Traveka Wealth, LLC | 3,504 | $230.6K | 0.12% | +3,504 | New |
| Moloney Securities Asset Management, LLC | 3,513 | $231.2K | 0.04% | −180−4.9% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $231.7K | 0.12% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,531 | $232.3K | 0.01% | +3,531 | New |
| BigSur Wealth Management LLC | 3,536 | $232.7K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 3,540 | $232.9K | 0.14% | −872−19.8% | Reduced |
| Tufton Capital Management | 3,545 | $233.3K | 0.05% | 00.0% | Unchanged |
| WorthPointe, LLC | 3,546 | $233.3K | 0.12% | +3,546 | New |
| Delta Asset Management LLC | 3,547 | $233.4K | 0.02% | −23−0.6% | Reduced |
| Davis R M Inc | 3,558 | $234.1K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,591 | $236.0K | 0.10% | −1,675−31.8% | Reduced |
| Legacy Capital Group California, Inc. | 3,590 | $236.2K | 0.09% | +3,590 | New |
| Angeles Wealth Management, LLC | 3,612 | $237.7K | 0.03% | +3,612 | New |
| Horan Securities, Inc. | 3,623 | $238.4K | 0.12% | +92+2.6% | Added |
| Goodman Financial Corp | 3,626 | $238.6K | 0.06% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,884 | $239.9K | 0.08% | −7,319−65.3% | Reduced |
| HCR Wealth Advisors | 3,651 | $240.2K | 0.04% | +66+1.8% | Added |
| Strategic Global Advisors, LLC | 3,665 | $241.2K | 0.06% | −605−14.2% | Reduced |
| Monticello Wealth Management, LLC | 3,672 | $241.6K | 0.02% | 00.0% | Unchanged |