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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,180 | $413.6K | 0.00% | −815−11.7% | Reduced |
| EverSource Wealth Advisors, LLC | 6,298 | $414.4K | 0.04% | +2,311+58.0% | Added |
| Aspen Grove Capital, LLC | 6,291 | $415.9K | 0.13% | +281+4.7% | Added |
| Sage Mountain Advisors LLC | 6,322 | $416.0K | 0.05% | −135−2.1% | Reduced |
| Principle Wealth Partners LLC | 6,334 | $416.8K | 0.04% | +100+1.6% | Added |
| Adviser Investments LLC | 6,348 | $417.7K | 0.01% | +6,348 | New |
| Insight 2811, Inc. | 6,355 | $418.2K | 0.23% | −100−1.5% | Reduced |
| Saxon Interests, Inc. | 6,365 | $418.8K | 0.21% | +6,365 | New |
| Hanson & Doremus Investment Management | 6,386 | $420.0K | 0.08% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,398 | $421.0K | 0.03% | +1,440+29.0% | Added |
| Advisors Capital Management, LLC | 6,430 | $423.0K | 0.01% | +182+2.9% | Added |
| Matthew Goff Investment Advisor, LLC | 6,433 | $423.3K | 0.09% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $424.0K | 0.25% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 6,444 | $424.0K | 0.14% | −1,051−14.0% | Reduced |
| Clarus Group, Inc. | 6,464 | $425.4K | 0.32% | −3,191−33.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,490 | $427.0K | 0.08% | −1,588−19.7% | Reduced |
| Retirement Guys Formula LLC | 6,955 | $427.1K | 0.23% | −1,033−12.9% | Reduced |
| Cambridge Trust Co | 6,495 | $427.4K | 0.02% | −455−6.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $427.7K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $427.7K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 6,522 | $429.2K | 0.04% | −375−5.4% | Reduced |
| Moody National Bank Trust Division | 6,535 | $430.0K | 0.03% | −371−5.4% | Reduced |
| Baron Wealth Management LLC | 6,543 | $430.5K | 0.24% | +308+4.9% | Added |
| AlTi Global, Inc. | 6,561 | $431.7K | 0.01% | +6,561 | New |
| Bank Ozk | 6,584 | $433.2K | 0.21% | +6,584 | New |
| Centaurus Financial, Inc. | 6,602 | $434.0K | 0.03% | +771+13.2% | Added |
| First National Trust Co | 6,597 | $434.1K | 0.02% | +71+1.1% | Added |
| Founders Financial Alliance, LLC | 6,597 | $434.1K | 0.17% | −379−5.4% | Reduced |
| Steel Peak Wealth Management LLC | 6,648 | $437.4K | 0.03% | −154−2.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,651 | $437.6K | 0.12% | +288+4.5% | Added |
| InTrack Investment Management Inc | 6,657 | $438.0K | 0.33% | −189−2.8% | Reduced |
| Kavar Capital Partners Group, LLC | 6,672 | $439.0K | 0.05% | +3,336+100.0% | Added |
| Westmount Partners, LLC | 6,673 | $439.1K | 0.18% | 00.0% | Unchanged |
| Covenant Partners, LLC | 6,673 | $439.1K | 0.14% | −1,332−16.6% | Reduced |
| IHT Wealth Management, LLC | 6,725 | $442.5K | 0.02% | 00.0% | Unchanged |
| Apexium Financial, LP | 6,736 | $443.2K | 0.03% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,757 | $444.6K | 0.07% | −1,001−12.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,765 | $445.1K | 0.14% | −1,440−17.6% | Reduced |
| LMCG Investments, LLC | 6,798 | $447.3K | 0.03% | −20.0% | Reduced |
| Squarepoint Ops LLC | 6,817 | $448.6K | 0.00% | +3,137+85.2% | Added |
| Argonautica Private Wealth Management, Inc | 6,834 | $449.7K | 0.18% | −4−0.1% | Reduced |
| Baxter Bros Inc | 6,845 | $450.4K | 0.06% | −150−2.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,883 | $450.5K | 0.11% | +854+14.2% | Added |
| Headinvest, LLC | 6,852 | $450.9K | 0.09% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,876 | $452.4K | 0.03% | +243+3.7% | Added |
| Summit Financial Group Inc | 6,960 | $458.0K | 0.18% | −65−0.9% | Reduced |
| Rothschild Investment LLC | 6,966 | $458.4K | 0.04% | +6,966 | New |
| Rossmore Private Capital | 6,981 | $459.4K | 0.06% | +39+0.6% | Added |
| Transform Wealth, LLC | 6,984 | $459.5K | 0.04% | +239+3.5% | Added |
| Wealthcare Advisory Partners LLC | 7,000 | $460.6K | 0.02% | −5,600−44.4% | Reduced |
| Change Path, LLC | 7,017 | $461.0K | 0.03% | −474−6.3% | Reduced |
| Eight 31 Financial LLC | 7,027 | $462.4K | 0.28% | +7,027 | New |
| Chemistry Wealth Management LLC | 7,032 | $462.7K | 0.14% | +505+7.7% | Added |
| We Are One Seven, LLC | 7,064 | $464.8K | 0.03% | +830+13.3% | Added |
| West Oak Capital, LLC | 7,305 | $466.0K | 0.22% | 00.0% | Unchanged |
| Choate Investment Advisors | 7,101 | $467.2K | 0.01% | −441−5.8% | Reduced |
| Lebenthal Global Advisors, LLC | 7,117 | $468.3K | 0.11% | +7,117 | New |
| Venture Visionary Partners LLC | 7,152 | $470.6K | 0.02% | −770−9.7% | Reduced |
| StrategIQ Financial Group, LLC | 7,152 | $470.6K | 0.05% | −273−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,177 | $472.2K | 0.00% | +293+4.3% | Added |
| Stonegate Investment Group, LLC | 7,179 | $472.4K | 0.02% | −341−4.5% | Reduced |
| Wealthstream Advisors, Inc. | 7,190 | $473.1K | 0.20% | +1,122+18.5% | Added |
| Plancorp, LLC | 7,204 | $474.1K | 0.02% | −1,706−19.1% | Reduced |
| Koshinski Asset Management, Inc. | 7,226 | $475.5K | 0.07% | −9,163−55.9% | Reduced |
| Vaughan David Investments LLC | 7,276 | $479.0K | 0.01% | +183+2.6% | Added |
| Cozad Asset Management Inc | 7,345 | $483.3K | 0.06% | −110−1.5% | Reduced |
| Drive Wealth Management, LLC | 7,349 | $483.5K | 0.16% | −121−1.6% | Reduced |
| Fox Run Management, L.L.C. | 7,354 | $483.9K | 0.12% | +7,354 | New |
| Transcend Wealth Collective, LLC | 7,365 | $484.6K | 0.04% | −616−7.7% | Reduced |
| Cardiff Park Advisors, LLC | 7,393 | $486.5K | 0.05% | +63+0.9% | Added |
| Argent Trust Co | 7,394 | $486.5K | 0.02% | −683−8.5% | Reduced |
| Coulter & Justus Financial Services, LLC | 7,431 | $489.0K | 0.33% | +8+0.1% | Added |
| Romano Brothers and Company | 7,484 | $492.4K | 0.07% | −1,219−14.0% | Reduced |
| Farther Finance Advisors, LLC | 7,502 | $493.7K | 0.04% | +4,645+162.6% | Added |
| Ausdal Financial Partners, Inc. | 7,521 | $494.9K | 0.06% | +328+4.6% | Added |
| Wallace Advisory Group, LLC | 7,745 | $498.6K | 0.39% | −771−9.1% | Reduced |
| Parsons Capital Management Inc | 7,598 | $499.9K | 0.04% | −322−4.1% | Reduced |
| Cullinan Associates Inc | 7,600 | $500.1K | 0.03% | +3,529+86.7% | Added |
| Sivia Capital Partners, LLC | 7,605 | $500.4K | 0.38% | +7,605 | New |
| BKD Wealth Advisors, LLC | 7,613 | $500.9K | 0.01% | +690+10.0% | Added |
| StrongBox Wealth, LLC | 7,672 | $504.8K | 0.29% | +648+9.2% | Added |
| New Republic Capital, LLC | 7,680 | $505.3K | 0.36% | +1,212+18.7% | Added |
| Wedmont Private Capital | 7,822 | $505.5K | 0.04% | +1,151+17.3% | Added |
| Gables Capital Management Inc. | 7,690 | $506.0K | 0.31% | −50−0.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,745 | $506.9K | 0.01% | −426−5.2% | Reduced |
| Bartlett & Co. LLC | 7,745 | $507.0K | 0.01% | −426−5.2% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,706 | $507.0K | 0.13% | +2,478+47.4% | Added |
| Bruce G. Allen Investments, LLC | 7,763 | $510.8K | 0.47% | +7,763 | New |
| Westwood Holdings Group Inc. | 7,770 | $511.0K | 0.00% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 7,770 | $511.3K | 0.17% | +7,770 | New |
| Lindbrook Capital, LLC | 7,792 | $512.7K | 0.05% | +692+9.7% | Added |
| Crescent Grove Advisors, LLC | 7,798 | $513.1K | 0.06% | +3,269+72.2% | Added |
| RMB Capital Management, LLC | 7,812 | $514.0K | 0.02% | +699+9.8% | Added |
| Leo Wealth, LLC | 7,921 | $514.5K | 0.05% | +7,921 | New |
| Motco | 7,830 | $515.2K | 0.03% | +4,588+141.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,891 | $519.2K | 0.00% | −12,840−61.9% | Reduced |
| Alhambra Investment Partners LLC | 7,891 | $519.2K | 0.31% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,901 | $519.9K | 0.04% | +1,434+22.2% | Added |
| Ellerson Group Inc | 7,951 | $523.2K | 0.45% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,952 | $523.2K | 0.05% | −404−4.8% | Reduced |