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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 10,680 | $702.7K | 0.01% | −63−0.6% | Reduced |
| Proequities, Inc. | 10,747 | $707.2K | 0.05% | −676−5.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,759 | $708.0K | 0.00% | −160−1.5% | Reduced |
| Eagle Asset Management Inc | 10,762 | $708.1K | 0.00% | −459−4.1% | Reduced |
| Bradley Foster & Sargent Inc | 10,830 | $712.6K | 0.01% | −299−2.7% | Reduced |
| Investors Research Corp | 10,857 | $714.4K | 0.17% | −300−2.7% | Reduced |
| Williamson Legacy Group, LLC | 10,899 | $717.2K | 0.66% | +10,899 | New |
| Glen Eagle Advisors, LLC | 10,995 | $723.5K | 0.15% | +221+2.1% | Added |
| Archetype Wealth Partners | 11,021 | $725.0K | 0.13% | −179−1.6% | Reduced |
| Hancock Whitney Corp | 11,127 | $732.2K | 0.03% | −2,117−16.0% | Reduced |
| SG Americas Securities, LLC | 11,142 | $733.0K | 0.01% | +6,070+119.7% | Added |
| GW Henssler & Associates Ltd | 11,167 | $734.8K | 0.05% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,205 | $737.3K | 0.05% | −38−0.3% | Reduced |
| Syon Capital LLC | 11,345 | $746.5K | 0.08% | +802+7.6% | Added |
| First Horizon Advisors, Inc. | 11,359 | $747.4K | 0.02% | −374−3.2% | Reduced |
| Birmingham Capital Management Co Inc | 11,415 | $751.1K | 0.30% | −190−1.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 11,437 | $752.6K | 0.34% | +1,058+10.2% | Added |
| Independent Financial Group, LLC | 11,500 | $756.7K | 0.04% | +1,045+10.0% | Added |
| Capital Investment Advisors, LLC | 11,598 | $763.1K | 0.02% | −182−1.5% | Reduced |
| Nwam LLC | 11,619 | $764.5K | 0.06% | +3,488+42.9% | Added |
| Great Diamond Partners, LLC | 11,716 | $770.9K | 0.19% | +967+9.0% | Added |
| ETF Store, Inc. | 11,762 | $773.9K | 0.50% | +174+1.5% | Added |
| GFG Capital, LLC | 11,813 | $777.3K | 0.21% | −471−3.8% | Reduced |
| Wade G W & Inc | 11,886 | $782.0K | 0.03% | +174+1.5% | Added |
| First Manhattan Co | 11,919 | $784.3K | 0.00% | −223−1.8% | Reduced |
| EP Wealth Advisors, LLC | 11,946 | $786.0K | 0.01% | −2,150−15.3% | Reduced |
| Aull & Monroe Investment Management Corp | 11,947 | $786.1K | 0.39% | −202−1.7% | Reduced |
| James Investment Research Inc | 12,018 | $790.8K | 0.10% | +12,018 | New |
| J.W. Cole Advisors, Inc. | 12,021 | $791.0K | 0.05% | +1,878+18.5% | Added |
| CAPROCK Group, Inc. | 12,048 | $792.8K | 0.05% | +107+0.9% | Added |
| Beirne Wealth Consulting Services, LLC | 12,062 | $793.7K | 0.39% | +12,062 | New |
| True Wealth Design, LLC | 12,113 | $797.0K | 0.22% | −674−5.3% | Reduced |
| DMG Group, LLC | 12,157 | $799.9K | 0.76% | −466−3.7% | Reduced |
| Moneta Group Investment Advisors LLC | 12,169 | $800.7K | 0.02% | +1,061+9.6% | Added |
| Pin Oak Investment Advisors Inc | 12,196 | $802.0K | 0.81% | −75−0.6% | Reduced |
| Bessemer Group Inc | 12,189 | $803.0K | 0.00% | +77+0.6% | Added |
| Oxbow Advisors, LLC | 12,240 | $805.4K | 0.12% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 12,248 | $805.9K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 12,349 | $812.6K | 0.09% | −1,359−9.9% | Reduced |
| Mutual Advisors, LLC | 12,360 | $813.3K | 0.03% | +252+2.1% | Added |
| Farmers & Merchants Investments Inc | 12,420 | $817.2K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 12,494 | $822.1K | 0.16% | +8,791+237.4% | Added |
| NVWM, LLC | 12,511 | $823.2K | 0.25% | −330−2.6% | Reduced |
| SYSTM Wealth Solutions LLC | 12,513 | $823.4K | 0.11% | −1,486−10.6% | Reduced |
| Hudson Portfolio Management LLC | 12,627 | $830.9K | 0.90% | −183−1.4% | Reduced |
| EPG Wealth Management LLC | 13,142 | $833.5K | 0.22% | +13,142 | New |
| Kingswood Wealth Advisors, LLC | 12,672 | $833.8K | 0.09% | −13,236−51.1% | Reduced |
| Dearborn Partners LLC | 12,681 | $834.4K | 0.03% | −1,927−13.2% | Reduced |
| Shoker Investment Counsel, Inc. | 12,684 | $834.6K | 0.32% | +120+1.0% | Added |
| Pacific Global Investment Management CO | 12,700 | $835.7K | 0.17% | +763+6.4% | Added |
| Dynamic Advisor Solutions LLC | 12,755 | $838.4K | 0.03% | +354+2.9% | Added |
| Texas Yale Capital Corp. | 12,758 | $839.5K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,812 | $843.0K | 0.15% | −1,306−9.3% | Reduced |
| Mather Group, LLC. | 12,918 | $850.0K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 12,938 | $851.3K | 0.00% | −543−4.0% | Reduced |
| Eqis Capital Management, Inc. | 12,999 | $855.4K | 0.07% | −1,343−9.4% | Reduced |
| Lake Street Advisors Group, LLC | 13,056 | $859.1K | 0.04% | −26−0.2% | Reduced |
| Lee Danner & Bass Inc | 13,096 | $862.0K | 0.07% | −3,949−23.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,112 | $862.8K | 0.03% | −883−6.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,122 | $863.4K | 0.07% | −96−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 13,186 | $867.7K | 0.17% | +1,386+11.7% | Added |
| Sage Rhino Capital LLC | 13,479 | $886.9K | 0.23% | −44−0.3% | Reduced |
| Sentinel Trust Co Lba | 13,520 | $890.0K | 0.12% | −28,000−67.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,544 | $891.2K | 0.14% | −73−0.5% | Reduced |
| Hayek Kallen Investment Management | 13,580 | $894.0K | 0.37% | −464−3.3% | Reduced |
| Toronto Dominion Bank | 13,748 | $904.6K | 0.00% | +890+6.9% | Added |
| Mairs & Power Inc | 13,920 | $915.9K | 0.01% | 00.0% | Unchanged |
| Courier Capital LLC | 13,143 | $917.2K | 0.07% | +5,885+81.1% | Added |
| Radnor Capital Management, LLC | 13,951 | $918.0K | 0.17% | −2,402−14.7% | Reduced |
| Arkadios Wealth Advisors | 14,012 | $922.0K | 0.08% | +463+3.4% | Added |
| Sunbelt Securities, Inc. | 14,057 | $924.9K | 0.12% | +739+5.5% | Added |
| MidWestOne Financial Group, Inc. | 14,062 | $925.3K | 0.18% | −635−4.3% | Reduced |
| Kingsview Wealth Management, LLC | 14,104 | $928.1K | 0.03% | −404−2.8% | Reduced |
| Chesley Taft & Associates LLC | 14,215 | $935.3K | 0.05% | −25−0.2% | Reduced |
| Lincoln National Corp | 14,245 | $937.3K | 0.02% | +2,704+23.4% | Added |
| Puzo Michael J | 14,250 | $937.6K | 0.30% | 00.0% | Unchanged |
| First National Bank of Omaha | 14,376 | $945.9K | 0.06% | −26−0.2% | Reduced |
| Busey Wealth Management | 14,404 | $947.8K | 0.04% | −1,776−11.0% | Reduced |
| Summit Global Investments | 14,441 | $950.0K | 0.06% | +10.0% | Added |
| Navellier & Associates Inc | 14,479 | $952.7K | 0.14% | +29+0.2% | Added |
| Miracle Mile Advisors, LLC | 14,495 | $953.8K | 0.03% | −3,805−20.8% | Reduced |
| American Financial Group Inc | 14,500 | $954.0K | 0.35% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14,514 | $955.1K | 0.05% | −3,279−18.4% | Reduced |
| Ellsworth Advisors, LLC | 14,616 | $961.7K | 0.30% | +1,259+9.4% | Added |
| Banco de Sabadell, S.A | 14,611 | $964.0K | 0.73% | −38−0.3% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $964.4K | 0.02% | −100−0.7% | Reduced |
| Confluence Investment Management LLC | 14,657 | $964.4K | 0.01% | −13−0.1% | Reduced |
| Intrua Financial, LLC | 14,698 | $967.2K | 0.15% | −896−5.7% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,710 | $967.9K | 0.09% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 14,784 | $972.8K | 0.01% | −1,000−6.3% | Reduced |
| Wealth Alliance | 14,997 | $986.8K | 0.14% | −283−1.9% | Reduced |
| Coronation Fund Managers Ltd. | 15,020 | $988.3K | 0.03% | −6,375−29.8% | Reduced |
| Arete Wealth Advisors, LLC | 15,059 | $990.9K | 0.08% | −723−4.6% | Reduced |
| HSBC Holdings PLC | 15,164 | $997.8K | 0.00% | −7,831−34.1% | Reduced |
| Perpetual Ltd | 15,294 | $1.01M | 0.01% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 15,313 | $1.01M | 0.15% | −110−0.7% | Reduced |
| Northeast Investment Management | 15,381 | $1.01M | 0.05% | +7,428+93.4% | Added |
| Lido Advisors, LLC | 15,410 | $1.01M | 0.01% | +3,462+29.0% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.02M | 0.02% | 00.0% | Unchanged |
| Clarius Group, LLC | 15,523 | $1.02M | 0.08% | +1,109+7.7% | Added |