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 |
|---|---|---|---|---|---|
| First Foundation Advisors | 7,955 | $523.5K | 0.02% | +1,008+14.5% | Added |
| Catalytic Wealth RIA, LLC | 7,957 | $523.6K | 0.24% | +7,957 | New |
| Grimes & Company, Inc. | 8,043 | $529.2K | 0.02% | +439+5.8% | Added |
| Legacy Wealth Asset Management, LLC | 8,050 | $529.7K | 0.17% | +40+0.5% | Added |
| Harbour Investments, Inc. | 8,105 | $533.3K | 0.02% | +333+4.3% | Added |
| Gallacher Capital Management LLC | 8,204 | $539.8K | 0.30% | −39−0.5% | Reduced |
| Broadwater Capital Management LLC | 8,207 | $540.0K | 0.42% | +8,207 | New |
| Albert D Mason Inc | 8,233 | $542.0K | 0.36% | −226−2.7% | Reduced |
| Ignite Planners, LLC | 8,256 | $544.2K | 0.16% | +21+0.3% | Added |
| Seed Wealth Management, Inc. | 8,265 | $544.7K | 0.55% | −600−6.8% | Reduced |
| Philadelphia Trust Co | 8,350 | $549.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 8,358 | $550.0K | 0.00% | +127+1.5% | Added |
| Trust Point Inc. | 8,387 | $551.9K | 0.05% | +8,387 | New |
| Williams Jones Wealth Management, LLC. | 8,392 | $552.2K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,449 | $555.9K | 0.01% | +788+10.3% | Added |
| Inscription Capital, LLC | 8,485 | $558.3K | 0.15% | −100−1.2% | Reduced |
| Boston Family Office LLC | 8,502 | $559.0K | 0.04% | −78−0.9% | Reduced |
| PDS Planning, Inc | 8,540 | $561.9K | 0.06% | +462+5.7% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $566.7K | 0.22% | 00.0% | Unchanged |
| Diligent Investors, LLC | 8,628 | $567.7K | 0.16% | −900−9.4% | Reduced |
| Spire Wealth Management | 9,308 | $568.8K | 0.02% | +114+1.2% | Added |
| Ronald Blue Trust, Inc. | 8,834 | $569.0K | 0.01% | −596−6.3% | Reduced |
| Harbour Capital Advisors, LLC | 8,507 | $569.4K | 0.16% | +1,325+18.4% | Added |
| RSM US Wealth Management LLC | 8,713 | $573.3K | 0.02% | +1,172+15.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,719 | $573.5K | 0.01% | −2,100−19.4% | Reduced |
| Woodmont Investment Counsel LLC | 8,758 | $576.3K | 0.05% | −67−0.8% | Reduced |
| Qtron Investments LLC | 8,798 | $578.9K | 0.09% | 00.0% | Unchanged |
| Saturna Capital CORP | 8,799 | $579.0K | 0.01% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $581.0K | 0.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,843 | $581.9K | 0.00% | −45,028−83.6% | Reduced |
| Karpas Strategies, LLC | 8,852 | $582.5K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,861 | $583.0K | 0.07% | −2,021−18.6% | Reduced |
| Diversified Trust Co | 8,899 | $585.6K | 0.02% | −656−6.9% | Reduced |
| Criterion Capital Advisors, LLC | 8,900 | $585.6K | 0.43% | +8,900 | New |
| Estabrook Capital Management | 8,935 | $587.9K | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,000 | $592.2K | 0.05% | −150−1.6% | Reduced |
| Axxcess Wealth Management, LLC | 9,013 | $593.1K | 0.02% | +9,013 | New |
| Private Capital Management, LLC | 9,024 | $593.8K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,029 | $594.1K | 0.09% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 9,149 | $602.0K | 0.37% | +22+0.2% | Added |
| 180 Wealth Advisors, LLC | 9,139 | $602.4K | 0.12% | +97+1.1% | Added |
| Trust Co of Vermont | 9,178 | $603.9K | 0.04% | −726−7.3% | Reduced |
| First Wilshire Securities Management Inc | 9,174 | $604.0K | 0.20% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,215 | $606.4K | 0.19% | +92+1.0% | Added |
| Eagle Rock Investment Company, LLC | 9,250 | $608.6K | 0.12% | −900−8.9% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $608.6K | 0.03% | +2,000+27.6% | Added |
| Elevated Capital Advisors, LLC | 9,259 | $609.2K | 0.19% | −200−2.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,369 | $616.4K | 0.10% | −218−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,373 | $616.7K | 0.06% | −37,331−79.9% | Reduced |
| Gamco Investors, Inc. Et Al | 9,394 | $618.1K | 0.01% | −4,373−31.8% | Reduced |
| Gradient Investments LLC | 9,457 | $622.3K | 0.02% | −769−7.5% | Reduced |
| TCTC Holdings, LLC | 9,466 | $622.9K | 0.02% | +2,892+44.0% | Added |
| Camden Capital, LLC | 9,513 | $625.9K | 0.06% | +9,513 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $626.1K | 0.43% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,522 | $626.5K | 0.23% | +67+0.7% | Added |
| Janus Henderson Group PLC | 9,526 | $626.8K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 9,548 | $628.0K | 0.18% | 00.0% | Unchanged |
| Caldwell Trust Co | 9,588 | $630.9K | 0.08% | +5,606+140.8% | Added |
| Verdence Capital Advisors LLC | 9,628 | $633.5K | 0.06% | −6,147−39.0% | Reduced |
| NBT Bank N A | 9,632 | $633.8K | 0.05% | +1,782+22.7% | Added |
| Pictet Bank & Trust Ltd | 9,670 | $636.3K | 0.64% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,670 | $636.3K | 0.17% | +154+1.6% | Added |
| Smithfield Trust Co | 9,674 | $637.0K | 0.04% | −530−5.2% | Reduced |
| Circle Wealth Management, LLC | 9,695 | $637.9K | 0.02% | −615−6.0% | Reduced |
| Ameritas Advisory Services, LLC | 9,941 | $639.9K | 0.04% | +252+2.6% | Added |
| NBC Securities, Inc. | 9,731 | $640.0K | 0.06% | −1,304−11.8% | Reduced |
| Fulton Bank, N.A. | 9,744 | $641.2K | 0.03% | +812+9.1% | Added |
| W Advisors, LLC | 9,764 | $642.5K | 0.48% | 00.0% | Unchanged |
| Balentine LLC | 9,809 | $645.5K | 0.02% | −2,447−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 9,812 | $645.6K | 0.20% | +43+0.4% | Added |
| Schulhoff & Co Inc | 9,837 | $647.3K | 0.31% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 9,885 | $650.4K | 0.05% | +5,792+141.5% | Added |
| Wrapmanager Inc | 9,895 | $651.1K | 0.19% | +755+8.3% | Added |
| Penbrook Management LLC | 9,900 | $651.4K | 0.44% | −200−2.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,936 | $653.0K | 0.01% | +1,645+19.8% | Added |
| Ballentine Partners, LLC | 9,946 | $654.4K | 0.01% | +3,964+66.3% | Added |
| Twin Tree Management, LP | 9,953 | $654.9K | 0.01% | +9,953 | New |
| PFG Investments, LLC | 9,993 | $657.5K | 0.12% | −1,026−9.3% | Reduced |
| Northwest Capital Management Inc | 10,000 | $658.0K | 0.22% | 00.0% | Unchanged |
| Caas Capital Management LP | 10,000 | $658.0K | 0.62% | +10,000 | New |
| Bank of Hawaii | 10,026 | $659.7K | 0.04% | −686−6.4% | Reduced |
| TrinityPoint Wealth, LLC | 10,055 | $661.6K | 0.12% | +30.0% | Added |
| John G Ullman & Associates Inc | 10,100 | $664.6K | 0.11% | 00.0% | Unchanged |
| National Philanthropic Trust | 10,148 | $667.7K | 0.02% | +10,148 | New |
| Intrust Bank NA | 10,161 | $668.6K | 0.08% | +1,092+12.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,187 | $670.3K | 0.00% | −77,462−88.4% | Reduced |
| Welch & Forbes LLC | 10,219 | $672.4K | 0.01% | −30.0% | Reduced |
| Empower Advisory Group, LLC | 10,282 | $676.6K | 0.00% | +15+0.1% | Added |
| Coldstream Capital Management Inc | 10,306 | $678.1K | 0.02% | +1,032+11.1% | Added |
| DFPG Investments, LLC | 10,139 | $678.6K | 0.05% | −1,109−9.9% | Reduced |
| 9258 Wealth Management, LLC | 10,386 | $683.4K | 0.12% | +14+0.1% | Added |
| Henry James International Management, Inc. | 10,387 | $683.5K | 0.26% | −885−7.9% | Reduced |
| Schnieders Capital Management LLC | 10,460 | $688.3K | 0.15% | −350−3.2% | Reduced |
| Meridian Wealth Management, LLC | 10,478 | $689.4K | 0.04% | −8,460−44.7% | Reduced |
| Skye Global Management LP | 10,500 | $690.9K | 0.02% | −461,500−97.8% | Reduced |
| Ironsides Asset Advisors, LLC | 10,528 | $692.7K | 0.30% | −474−4.3% | Reduced |
| Private Trust Co NA | 10,532 | $693.0K | 0.08% | +1,348+14.7% | Added |
| Finivi Inc. | 10,551 | $694.3K | 0.68% | +10,551 | New |
| Victory Capital Management Inc | 10,558 | $694.7K | 0.00% | −17,217−62.0% | Reduced |
| WESPAC Advisors, LLC | 10,605 | $697.8K | 0.48% | −196−1.8% | Reduced |