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 |
|---|---|---|---|---|---|
| Beacon Financial Advisory LLC | 3,675 | $241.8K | 0.12% | +261+7.6% | Added |
| MBE Wealth Management, LLC | 3,679 | $242.1K | 0.12% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,681 | $242.2K | 0.11% | −269−6.8% | Reduced |
| LM Advisors LLC | 3,685 | $242.5K | 0.05% | +3,685 | New |
| Doliver Advisors, LP | 3,697 | $243.3K | 0.07% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 3,709 | $244.0K | 0.10% | +3,709 | New |
| Pekin Hardy Strauss, Inc. | 3,713 | $244.3K | 0.04% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,718 | $244.6K | 0.05% | +3,718 | New |
| PFG Advisors | 3,731 | $245.5K | 0.02% | +318+9.3% | Added |
| GQG Partners LLC | 3,735 | $245.8K | 0.00% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,743 | $246.3K | 0.02% | +3,743 | New |
| Marco Investment Management LLC | 3,745 | $246.4K | 0.03% | −100−2.6% | Reduced |
| Clear Harbor Asset Management, LLC | 3,746 | $246.5K | 0.02% | +3,746 | New |
| Boston Trust Walden Corp | 3,748 | $246.6K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,749 | $246.7K | 0.06% | +3,749 | New |
| Summit Trail Advisors, LLC | 3,752 | $246.9K | 0.01% | +601+19.1% | Added |
| First Citizens Bank & Trust Co | 3,780 | $248.7K | 0.00% | −111−2.9% | Reduced |
| Phillips Wealth Planners LLC | 4,066 | $249.4K | 0.30% | −86−2.1% | Reduced |
| Holderness Investments Co | 3,805 | $250.4K | 0.07% | 00.0% | Unchanged |
| Family Management Corp | 3,814 | $251.0K | 0.05% | −203−5.1% | Reduced |
| Cooper Financial Group | 3,815 | $251.0K | 0.05% | −315−7.6% | Reduced |
| Trinity Legacy Partners, LLC | 3,850 | $253.3K | 0.08% | +65+1.7% | Added |
| Aaron Wealth Advisors | 3,857 | $253.8K | 0.04% | +448+13.1% | Added |
| Zions Bancorporation, N.A. | 3,866 | $254.4K | 0.02% | −4,308−52.7% | Reduced |
| Advance Capital Management, Inc. | 3,869 | $254.6K | 0.02% | +21+0.5% | Added |
| Credit Agricole S A | 3,900 | $256.6K | 0.01% | −3,000−43.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 3,980 | $257.2K | 0.04% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,924 | $258.2K | 0.04% | +5+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 3,925 | $258.2K | 0.00% | 00.0% | Unchanged |
| JGP Global Gestao de Recursos Ltda. | 3,975 | $261.6K | 0.26% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,977 | $261.7K | 0.01% | +39+1.0% | Added |
| Leonteq Securities AG | 4,000 | $263.2K | 0.03% | −502−11.2% | Reduced |
| Waldron Private Wealth LLC | 4,005 | $263.5K | 0.01% | +371+10.2% | Added |
| Woodward Diversified Capital, LLC | 4,020 | $264.5K | 0.17% | −175−4.2% | Reduced |
| RDA Financial Network | 4,029 | $265.1K | 0.10% | −54−1.3% | Reduced |
| Cadinha & Co LLC | 4,045 | $266.2K | 0.04% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,316 | $266.6K | 0.20% | +62+1.5% | Added |
| Coastal Bridge Advisors, LLC | 4,054 | $266.7K | 0.07% | +28+0.7% | Added |
| Buckingham Strategic Wealth, LLC | 4,057 | $267.0K | 0.00% | −228−5.3% | Reduced |
| Marcum Wealth, LLC | 4,073 | $268.0K | 0.03% | −50−1.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,077 | $268.3K | 0.09% | −400−8.9% | Reduced |
| Roman Butler Fullerton & Co | 4,256 | $268.9K | 0.10% | −186−4.2% | Reduced |
| Mechanics Bank Trust Department | 4,089 | $269.1K | 0.04% | +340+9.1% | Added |
| Resonant Capital Advisors, LLC | 4,099 | $269.7K | 0.03% | −273−6.2% | Reduced |
| Ti-Trust, Inc | 4,104 | $270.0K | 0.24% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,104 | $270.0K | 0.01% | −300−6.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,179 | $270.0K | 0.03% | +831+24.8% | Added |
| Jamison Private Wealth Management, Inc. | 4,105 | $270.1K | 0.05% | +68+1.7% | Added |
| Green Square Capital Advisors LLC | 4,111 | $270.5K | 0.04% | −149−3.5% | Reduced |
| Silverlake Wealth Management LLC | 4,114 | $270.7K | 0.15% | −707−14.7% | Reduced |
| Stokes Family Office, LLC | 4,117 | $270.9K | 0.04% | −4,500−52.2% | Reduced |
| Evolution Wealth Advisors, LLC | 4,124 | $271.4K | 0.05% | +4,124 | New |
| Tritonpoint Wealth, LLC | 4,157 | $273.5K | 0.03% | +4,157 | New |
| J. W. Coons Advisors, LLC | 4,165 | $274.0K | 0.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $274.3K | 0.24% | −99−2.3% | Reduced |
| Good Life Advisors, LLC | 4,171 | $274.5K | 0.03% | −804−16.2% | Reduced |
| Henshaw Capital LLC | 4,186 | $275.4K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,200 | $276.0K | 0.01% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,204 | $276.6K | 0.12% | +462+12.3% | Added |
| Red Door Wealth Management, LLC | 4,246 | $279.4K | 0.06% | +623+17.2% | Added |
| CRA Financial Services, LLC | 4,255 | $280.0K | 0.07% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 4,302 | $283.1K | 0.20% | +4,302 | New |
| Tower Research Capital LLC (TRC) | 4,308 | $283.5K | 0.00% | +4,308 | New |
| Keating Investment Counselors Inc | 4,310 | $283.6K | 0.10% | +375+9.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,310 | $283.6K | 0.01% | +502+13.2% | Added |
| Washington Trust Co | 4,330 | $284.9K | 0.01% | −133−3.0% | Reduced |
| Lantz Financial LLC | 4,332 | $285.0K | 0.10% | +570+15.2% | Added |
| Keating Wealth Management LLC | 4,342 | $285.7K | 0.20% | +4,342 | New |
| Abel Hall, LLC | 4,344 | $285.8K | 0.24% | +4,344 | New |
| Palisade Asset Management, LLC | 4,345 | $285.9K | 0.03% | +424+10.8% | Added |
| Alliance Wealth Advisors, LLC | 4,353 | $286.5K | 0.19% | +10.0% | Added |
| Indie Asset Partners, LLC | 4,365 | $287.2K | 0.26% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,378 | $288.0K | 0.05% | +39+0.9% | Added |
| Smith, Moore & Co. | 4,406 | $289.9K | 0.03% | +91+2.1% | Added |
| Shulman DeMeo Asset Management LLC | 4,407 | $290.0K | 0.08% | −77−1.7% | Reduced |
| First National Bank of Hutchinson | 4,418 | $290.7K | 0.21% | −1,487−25.2% | Reduced |
| Capital Investment Advisory Services, LLC | 4,442 | $292.3K | 0.03% | +906+25.6% | Added |
| Penobscot Investment Management Company, Inc. | 4,459 | $293.4K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 4,471 | $294.1K | 0.15% | +1,159+35.0% | Added |
| Sepio Capital, LP | 4,490 | $295.4K | 0.02% | +445+11.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,515 | $297.1K | 0.02% | −895−16.5% | Reduced |
| Eads & Heald Wealth Management | 4,529 | $298.0K | 0.14% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $298.5K | 0.04% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,546 | $299.1K | 0.02% | −127−2.7% | Reduced |
| Chatham Capital Group, Inc. | 4,550 | $299.4K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,558 | $299.9K | 0.04% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,563 | $300.3K | 0.01% | +117+2.6% | Added |
| Quotient Wealth Partners, LLC | 4,568 | $300.6K | 0.01% | +4,568 | New |
| Prudent Man Advisors, LLC | 4,569 | $300.6K | 0.11% | −859−15.8% | Reduced |
| Fiduciary Family Office, LLC | 4,579 | $301.3K | 0.13% | +4,579 | New |
| Capital Advisors Inc | 4,590 | $302.0K | 0.01% | +270+6.3% | Added |
| TBH Global Asset Management, LLC | 4,595 | $302.4K | 0.06% | −78−1.7% | Reduced |
| McAdam, LLC | 4,650 | $306.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,650 | $306.0K | 0.19% | +4,650 | New |
| Granite Investment Partners, LLC | 4,655 | $306.3K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 4,655 | $306.3K | 0.22% | +4,655 | New |
| Callan Capital, LLC | 4,679 | $307.9K | 0.03% | +1,536+48.9% | Added |
| St Germain D J Co Inc | 4,680 | $307.9K | 0.02% | +4,172+821.3% | Added |
| AllSquare Wealth Management LLC | 4,700 | $309.3K | 0.19% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,710 | $309.9K | 0.01% | +131+2.9% | Added |