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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 15,618 | $1.03M | 0.04% | −122−0.8% | Reduced |
| Ingalls & Snyder LLC | 15,676 | $1.03M | 0.05% | −728−4.4% | Reduced |
| Apollon Wealth Management, LLC | 15,683 | $1.03M | 0.04% | +4,232+37.0% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.05M | 0.26% | 00.0% | Unchanged |
| Principal Securities, Inc. | 15,935 | $1.05M | 0.04% | +15,935 | New |
| Profund Advisors LLC | 15,937 | $1.05M | 0.05% | +4,143+35.1% | Added |
| Greystone Financial Group, LLC | 16,035 | $1.06M | 0.24% | −920−5.4% | Reduced |
| Meitav Dash Investments Ltd | 16,049 | $1.06M | 0.02% | −11,675−42.1% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $1.07M | 0.17% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 16,238 | $1.07M | 0.12% | −527−3.1% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.07M | 0.07% | −169−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,292 | $1.07M | 0.04% | −265−1.6% | Reduced |
| Wealthspire Advisors, LLC | 16,352 | $1.08M | 0.02% | −175−1.1% | Reduced |
| Hilltop Holdings Inc. | 16,621 | $1.09M | 0.12% | +379+2.3% | Added |
| Nicholas Hoffman & Company, LLC. | 16,660 | $1.10M | 0.07% | −860−4.9% | Reduced |
| Next Level Private LLC | 16,724 | $1.10M | 0.62% | +25+0.1% | Added |
| Parallel Advisors, LLC | 16,978 | $1.12M | 0.03% | +238+1.4% | Added |
| Inspire Trust Co, N.A. | 17,039 | $1.12M | 1.16% | +17,039 | New |
| Donoghue Forlines LLC | 17,098 | $1.13M | 0.35% | +604+3.7% | Added |
| Clearstead Advisors, LLC | 17,394 | $1.14M | 0.06% | +407+2.4% | Added |
| Guggenheim Capital LLC | 17,532 | $1.15M | 0.01% | +36+0.2% | Added |
| Auxier Asset Management | 17,566 | $1.16M | 0.19% | −815−4.4% | Reduced |
| Rodgers Brothers Inc. | 17,575 | $1.16M | 0.18% | −100−0.6% | Reduced |
| apricus wealth, LLC | 17,655 | $1.16M | 0.89% | +1,775+11.2% | Added |
| Rafferty Asset Management, LLC | 17,730 | $1.17M | 0.00% | −18,787−51.4% | Reduced |
| Wesbanco Bank Inc | 17,733 | $1.17M | 0.07% | −5,940−25.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,778 | $1.17M | 0.06% | +611+3.6% | Added |
| Royal Fund Management, LLC | 17,804 | $1.17M | 0.15% | +869+5.1% | Added |
| Glenview Trust Co | 17,837 | $1.17M | 0.03% | +48+0.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,658 | $1.17M | 0.01% | −246−1.3% | Reduced |
| SOL Capital Management CO | 17,953 | $1.18M | 0.16% | −1,500−7.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 18,024 | $1.19M | 0.33% | −3,821−17.5% | Reduced |
| WNY Asset Management, LLC | 18,069 | $1.19M | 0.20% | −100−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 18,096 | $1.19M | 0.00% | −1,236−6.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 18,196 | $1.20M | 0.04% | +18,196 | New |
| Shufro Rose & Co LLC | 18,650 | $1.20M | 0.11% | +200+1.1% | Added |
| Prime Capital Investment Advisors, LLC | 18,256 | $1.20M | 0.02% | +4,437+32.1% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.20M | 0.36% | +18,290 | New |
| Hunter Associates Investment Management LLC | 18,317 | $1.21M | 0.22% | −1,500−7.6% | Reduced |
| IFP Advisors, Inc | 18,409 | $1.21M | 0.06% | +141+0.8% | Added |
| Vise Technologies, Inc. | 18,500 | $1.22M | 0.26% | +1,024+5.9% | Added |
| Whittier Trust Co | 18,580 | $1.22M | 0.02% | −1,006−5.1% | Reduced |
| Solstein Capital, LLC | 18,669 | $1.23M | 0.91% | +92+0.5% | Added |
| West Family Investments, Inc. | 18,791 | $1.24M | 0.42% | 00.0% | Unchanged |
| Independent Advisor Alliance | 18,907 | $1.24M | 0.04% | −343−1.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,142 | $1.26M | 0.04% | +113+0.6% | Added |
| Atomi Financial Group, Inc. | 19,178 | $1.26M | 0.17% | +15,344+400.2% | Added |
| Wedbush Securities Inc | 19,173 | $1.26M | 0.06% | +279+1.5% | Added |
| Concurrent Investment Advisors, LLC | 19,426 | $1.28M | 0.06% | +19,426 | New |
| Israel Discount Bank of New York | 19,539 | $1.29M | 1.01% | −46−0.2% | Reduced |
| WealthTrust Axiom LLC | 19,588 | $1.29M | 0.43% | −206−1.0% | Reduced |
| Pingora Partners LLC | 19,845 | $1.31M | 1.16% | +19,845 | New |
| Sowell Financial Services LLC | 19,904 | $1.31M | 0.07% | −104−0.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,994 | $1.32M | 0.14% | 00.0% | Unchanged |
| Quest Investment Management LLC | 20,000 | $1.32M | 0.17% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 20,000 | $1.32M | 0.02% | +4,000+25.0% | Added |
| Greenleaf Trust | 20,058 | $1.32M | 0.01% | +2,182+12.2% | Added |
| Level Four Advisory Services, LLC | 20,117 | $1.32M | 0.07% | −2,641−11.6% | Reduced |
| SAL Trading, LLC | 20,122 | $1.32M | 6.45% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 20,143 | $1.33M | 0.68% | +70+0.3% | Added |
| Hartree Partners, LP | 20,160 | $1.33M | 0.48% | +20,160 | New |
| Ieq Capital, LLC | 20,203 | $1.33M | 0.02% | +639+3.3% | Added |
| Great Lakes Retirement, Inc. | 20,280 | $1.33M | 0.22% | +20,280 | New |
| Kelly Lawrence W & Associates Inc | 20,423 | $1.34M | 0.32% | −2,000−8.9% | Reduced |
| Stock Yards Bank & Trust Co | 20,513 | $1.35M | 0.05% | −1,801−8.1% | Reduced |
| Herold Advisors, Inc. | 20,898 | $1.38M | 0.38% | +78+0.4% | Added |
| Excalibur Management Corp | 20,918 | $1.38M | 0.65% | +137+0.7% | Added |
| Crescent Sterling, Ltd. | 20,947 | $1.38M | 1.37% | −411−1.9% | Reduced |
| Wambolt & Associates, LLC | 20,958 | $1.38M | 0.45% | +5,189+32.9% | Added |
| Atlas Private Wealth Management | 21,184 | $1.39M | 0.66% | +224+1.1% | Added |
| GM Advisory Group, Inc. | 21,325 | $1.40M | 0.11% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 21,480 | $1.41M | 0.48% | −2,419−10.1% | Reduced |
| MAI Capital Management | 21,543 | $1.42M | 0.02% | +1,185+5.8% | Added |
| American Capital Advisory, LLC | 21,576 | $1.42M | 1.01% | +21,576 | New |
| Mission Wealth Management, LP | 21,678 | $1.43M | 0.05% | +3,215+17.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,692 | $1.43M | 0.05% | +21,692 | New |
| Eldred Rock Partners, LLC | 21,921 | $1.44M | 0.92% | +21,921 | New |
| KLR Investment Advisors, LLC | 22,102 | $1.45M | 1.05% | +22,102 | New |
| Old National Bancorp | 22,162 | $1.46M | 0.04% | −1,817−7.6% | Reduced |
| Altman Advisors, Inc. | 22,388 | $1.47M | 0.77% | +333+1.5% | Added |
| SCP Investment, LP | 22,800 | $1.48M | 1.18% | +4,000+21.3% | Added |
| Ipswich Investment Management Co., Inc. | 22,607 | $1.49M | 0.38% | −50−0.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 22,779 | $1.50M | 0.19% | +455+2.0% | Added |
| Hantz Financial Services, Inc. | 22,804 | $1.50M | 0.03% | −932−3.9% | Reduced |
| Howland Capital Management LLC | 23,000 | $1.51M | 0.08% | −400−1.7% | Reduced |
| Chilton Capital Management LLC | 23,143 | $1.52M | 0.08% | −28−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 23,235 | $1.53M | 0.12% | +2,215+10.5% | Added |
| King Luther Capital Management Corp | 23,275 | $1.53M | 0.01% | +225+1.0% | Added |
| HF Advisory Group, LLC | 23,328 | $1.53M | 0.98% | −920−3.8% | Reduced |
| Community Bank of Raymore | 23,400 | $1.54M | 0.68% | −2,000−7.9% | Reduced |
| Avidian Wealth Solutions, LLC | 23,421 | $1.54M | 0.10% | +1,281+5.8% | Added |
| Stratos Wealth Partners, LTD. | 23,430 | $1.54M | 0.03% | +1,068+4.8% | Added |
| Susquehanna International Group, LLP | 23,762 | $1.56M | 0.00% | −48,464−67.1% | Reduced |
| HighPoint Advisor Group LLC | 23,216 | $1.56M | 0.11% | +23,216 | New |
| FDx Advisors, Inc. | 23,936 | $1.57M | 0.12% | +1,455+6.5% | Added |
| Howe & Rusling Inc | 24,103 | $1.59M | 0.17% | −29−0.1% | Reduced |
| Johnson Investment Counsel Inc | 24,686 | $1.62M | 0.02% | +3,103+14.4% | Added |
| Iams Wealth Management, LLC | 24,782 | $1.63M | 1.05% | −2,721−9.9% | Reduced |
| Grace & White Inc | 24,816 | $1.63M | 0.29% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 24,823 | $1.63M | 0.29% | +24,823 | New |