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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 4,718 | $310.4K | 0.01% | −276−5.5% | Reduced |
| Gagnon Securities LLC | 4,755 | $312.9K | 0.08% | −1,539−24.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 4,788 | $315.1K | 0.18% | −267−5.3% | Reduced |
| Brave Asset Management Inc | 4,800 | $315.8K | 0.09% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,806 | $316.2K | 0.03% | +4,806 | New |
| Gateway Wealth Partners, LLC | 4,810 | $316.5K | 0.13% | +783+19.4% | Added |
| International Assets Investment Management, LLC | 4,824 | $317.4K | 0.04% | −669−12.2% | Reduced |
| Advisor OS, LLC | 4,829 | $317.8K | 0.04% | +379+8.5% | Added |
| Concorde Asset Management, LLC | 4,839 | $318.4K | 0.22% | −63−1.3% | Reduced |
| Atlas Brown,Inc. | 4,842 | $318.6K | 0.13% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,847 | $318.9K | 0.08% | −125−2.5% | Reduced |
| Brighton Jones LLC | 4,872 | $320.6K | 0.01% | +670+15.9% | Added |
| PFS Partners, LLC | 4,878 | $321.0K | 0.22% | +4,500+1,190.5% | Added |
| Cape Cod Five Cents Savings Bank | 4,900 | $322.4K | 0.03% | −9,660−66.3% | Reduced |
| Keel Point, LLC | 4,940 | $325.0K | 0.04% | +838+20.4% | Added |
| Founders Capital Management, LLC | 4,962 | $326.5K | 0.07% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $326.9K | 0.07% | +800+19.2% | Added |
| Lawson Kroeker Investment Management Inc | 4,975 | $327.4K | 0.07% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,998 | $328.9K | 0.12% | +4,998 | New |
| Hardman Johnston Global Advisors LLC | 5,000 | $329.0K | 0.01% | −800−13.8% | Reduced |
| RBF Capital, LLC | 5,000 | $329.0K | 0.02% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 5,003 | $329.2K | 0.07% | +169+3.5% | Added |
| Tucker Asset Management LLC | 5,011 | $329.7K | 0.08% | +685+15.8% | Added |
| Wealthsource Partners, LLC | 5,027 | $330.8K | 0.02% | −457−8.3% | Reduced |
| Confluence Wealth Services, Inc. | 5,052 | $332.4K | 0.04% | −232−4.4% | Reduced |
| Prio Wealth Limited Partnership | 5,067 | $333.4K | 0.01% | −707−12.2% | Reduced |
| Summit X, LLC | 5,072 | $333.7K | 0.10% | +828+19.5% | Added |
| SevenBridge Financial Group, LLC | 5,084 | $334.5K | 0.08% | −50−1.0% | Reduced |
| Apeiron RIA LLC | 5,084 | $334.5K | 0.10% | −30−0.6% | Reduced |
| Holistic Planning, LLC | 5,094 | $335.2K | 0.28% | +5,094 | New |
| Stoneridge Investment Partners LLC | 5,145 | $339.0K | 0.14% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 5,366 | $339.1K | 0.08% | +1,408+35.6% | Added |
| Chicago Capital, LLC | 5,190 | $341.5K | 0.01% | +526+11.3% | Added |
| E&G Advisors, LP | 5,229 | $344.1K | 0.12% | +279+5.6% | Added |
| Paragon Capital Management LLC | 5,231 | $344.2K | 0.20% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,236 | $344.5K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,243 | $345.0K | 0.16% | −250−4.6% | Reduced |
| Aries Wealth Management | 5,269 | $346.7K | 0.12% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,281 | $347.5K | 0.08% | −5,281−50.0% | Reduced |
| Greenfield Savings Bank | 5,298 | $348.6K | 0.20% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 5,325 | $350.4K | 0.18% | −200−3.6% | Reduced |
| Blue Chip Partners, Inc. | 5,345 | $351.7K | 0.04% | +13+0.2% | Added |
| Aveo Capital Partners, LLC | 5,376 | $353.7K | 0.04% | +896+20.0% | Added |
| Prelude Capital Management, LLC | 5,393 | $354.9K | 0.03% | +5,393 | New |
| Dynamic Technology Lab Private Ltd | 5,394 | $355.0K | 0.04% | +5,394 | New |
| BKM Wealth Management, LLC | 5,414 | $356.2K | 0.15% | +5,414 | New |
| Lunt Capital Management, Inc. | 5,422 | $356.8K | 0.18% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,435 | $357.6K | 0.02% | −358−6.2% | Reduced |
| Outlook Wealth Advisors, LLC | 5,441 | $358.0K | 0.13% | −37−0.7% | Reduced |
| Congress Wealth Management LLC | 5,444 | $358.3K | 0.01% | +5,444 | New |
| Atlas Capital Advisors LLC | 5,504 | $362.2K | 0.05% | +1,166+26.9% | Added |
| Essex Savings Bank | 5,513 | $362.7K | 0.11% | +1,651+42.7% | Added |
| Berkeley Capital Partners, LLC | 5,519 | $363.2K | 0.12% | −38−0.7% | Reduced |
| Parkside Financial Bank & Trust | 5,533 | $364.1K | 0.07% | +128+2.4% | Added |
| Eastern Bank | 5,550 | $365.2K | 0.02% | +5,550 | New |
| Crestwood Advisors Group LLC | 5,563 | $366.1K | 0.01% | +33+0.6% | Added |
| Laidlaw Wealth Management LLC | 5,589 | $367.8K | 0.13% | −30−0.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,618 | $369.7K | 0.04% | +10.0% | Added |
| Atlantic Union Bankshares Corp | 5,637 | $370.9K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,644 | $371.4K | 0.03% | −13,245−70.1% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,695 | $374.7K | 0.18% | −14−0.2% | Reduced |
| WSFS Capital Management, LLC | 5,700 | $375.1K | 0.02% | −2,400−29.6% | Reduced |
| Triasima Portfolio Management inc. | 5,720 | $376.4K | 0.03% | +1,715+42.8% | Added |
| Modera Wealth Management, LLC | 5,736 | $377.4K | 0.01% | +736+14.7% | Added |
| Seven Mile Advisory | 5,749 | $378.3K | 0.33% | +916+19.0% | Added |
| Eagle Harbor Asset Management Inc | 5,755 | $378.7K | 0.44% | −316−5.2% | Reduced |
| Sentry LLC | 5,760 | $379.0K | 0.08% | −1,800−23.8% | Reduced |
| Naples Global Advisors, LLC | 5,762 | $379.1K | 0.04% | −75−1.3% | Reduced |
| Harmony Asset Management LLC | 5,768 | $379.6K | 0.16% | +5,768 | New |
| Rehmann Capital Advisory Group | 5,780 | $380.4K | 0.03% | −606−9.5% | Reduced |
| Avestar Capital, LLC | 5,800 | $381.6K | 0.05% | −734−11.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,976 | $381.9K | 0.25% | +39+0.7% | Added |
| Tevis Investment Management | 5,804 | $381.9K | 0.35% | 00.0% | Unchanged |
| Norden Group LLC | 5,805 | $382.0K | 0.07% | −860−12.9% | Reduced |
| Ethic Inc. | 5,858 | $385.5K | 0.01% | +761+14.9% | Added |
| Personal Cfo Solutions, LLC | 5,860 | $385.7K | 0.07% | +597+11.3% | Added |
| Fidelis Capital Partners, LLC | 5,882 | $387.0K | 0.09% | +1,764+42.8% | Added |
| Ledyard National Bank | 5,892 | $387.7K | 0.04% | −611−9.4% | Reduced |
| Texas Capital Bancshares Inc | 5,959 | $392.1K | 0.21% | −84−1.4% | Reduced |
| Beacon Capital Management, LLC | 6,111 | $393.4K | 0.11% | −44−0.7% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $394.8K | 0.05% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 6,000 | $394.8K | 0.03% | +6,000 | New |
| Sheaff Brock Investment Advisors, LLC | 6,037 | $397.2K | 0.04% | −900−13.0% | Reduced |
| Steward Partners Investment Solutions, LLC | 6,043 | $397.7K | 0.17% | +6,043 | New |
| Hamel Associates, Inc. | 6,050 | $397.8K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,047 | $397.9K | 0.05% | −435−6.7% | Reduced |
| Probity Advisors, Inc. | 6,049 | $398.0K | 0.09% | +214+3.7% | Added |
| GeoWealth Management, LLC | 6,065 | $399.0K | 0.03% | +6,065 | New |
| Independence Bank of Kentucky | 6,083 | $400.3K | 0.14% | −200−3.2% | Reduced |
| Alpha Omega Wealth Management LLC | 6,100 | $401.4K | 0.07% | +80+1.3% | Added |
| Berkshire Asset Management LLC | 6,149 | $404.6K | 0.02% | −76−1.2% | Reduced |
| AIMZ Investment Advisors, LLC | 6,175 | $406.3K | 0.16% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 6,177 | $406.4K | 0.10% | +402+7.0% | Added |
| Sittner & Nelson, LLC | 6,178 | $406.5K | 0.22% | −98−1.6% | Reduced |
| Cubic Asset Management, LLC | 6,180 | $406.6K | 0.10% | −50−0.8% | Reduced |
| One Wealth Advisors, LLC | 6,195 | $407.6K | 0.08% | +6,195 | New |
| Financial Advisory Service, Inc. | 6,200 | $408.0K | 0.04% | +21+0.3% | Added |
| Farmers Trust Co | 6,210 | $408.6K | 0.09% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,227 | $409.7K | 0.26% | −470−7.0% | Reduced |
| AlphaQ Advisors LLC | 6,235 | $410.3K | 0.28% | −1,026−14.1% | Reduced |