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 |
|---|---|---|---|---|---|
| Keel Point, LLC | 4,940 | $325.0K | 0.04% | +838+20.4% | Added |
| Cape Cod Five Cents Savings Bank | 4,900 | $322.4K | 0.03% | −9,660−66.3% | Reduced |
| PFS Partners, LLC | 4,878 | $321.0K | 0.22% | +4,500+1,190.5% | Added |
| Brighton Jones LLC | 4,872 | $320.6K | 0.01% | +670+15.9% | Added |
| Lafayette Investments, Inc. | 4,847 | $318.9K | 0.08% | −125−2.5% | Reduced |
| Atlas Brown,Inc. | 4,842 | $318.6K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,839 | $318.4K | 0.22% | −63−1.3% | Reduced |
| Advisor OS, LLC | 4,829 | $317.8K | 0.04% | +379+8.5% | Added |
| International Assets Investment Management, LLC | 4,824 | $317.4K | 0.04% | −669−12.2% | Reduced |
| Gateway Wealth Partners, LLC | 4,810 | $316.5K | 0.13% | +783+19.4% | Added |
| Icon Wealth Advisors, LLC | 4,806 | $316.2K | 0.03% | +4,806 | New |
| Brave Asset Management Inc | 4,800 | $315.8K | 0.09% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,788 | $315.1K | 0.18% | −267−5.3% | Reduced |
| Gagnon Securities LLC | 4,755 | $312.9K | 0.08% | −1,539−24.5% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,718 | $310.4K | 0.01% | −276−5.5% | Reduced |
| Compagnie Lombard Odier SCmA | 4,710 | $309.9K | 0.01% | +131+2.9% | Added |
| AllSquare Wealth Management LLC | 4,700 | $309.3K | 0.19% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,680 | $307.9K | 0.02% | +4,172+821.3% | Added |
| Callan Capital, LLC | 4,679 | $307.9K | 0.03% | +1,536+48.9% | Added |
| Granite Investment Partners, LLC | 4,655 | $306.3K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 4,655 | $306.3K | 0.22% | +4,655 | New |
| McAdam, LLC | 4,650 | $306.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,650 | $306.0K | 0.19% | +4,650 | New |
| TBH Global Asset Management, LLC | 4,595 | $302.4K | 0.06% | −78−1.7% | Reduced |
| Capital Advisors Inc | 4,590 | $302.0K | 0.01% | +270+6.3% | Added |
| Fiduciary Family Office, LLC | 4,579 | $301.3K | 0.13% | +4,579 | New |
| Prudent Man Advisors, LLC | 4,569 | $300.6K | 0.11% | −859−15.8% | Reduced |
| Quotient Wealth Partners, LLC | 4,568 | $300.6K | 0.01% | +4,568 | New |
| Flputnam Investment Management Co | 4,563 | $300.3K | 0.01% | +117+2.6% | Added |
| Southeast Asset Advisors Inc. | 4,558 | $299.9K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $299.4K | 0.06% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,546 | $299.1K | 0.02% | −127−2.7% | Reduced |
| Carret Asset Management, LLC | 4,536 | $298.5K | 0.04% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,529 | $298.0K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,515 | $297.1K | 0.02% | −895−16.5% | Reduced |
| Sepio Capital, LP | 4,490 | $295.4K | 0.02% | +445+11.0% | Added |
| First Financial Corp | 4,471 | $294.1K | 0.15% | +1,159+35.0% | Added |
| Penobscot Investment Management Company, Inc. | 4,459 | $293.4K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,442 | $292.3K | 0.03% | +906+25.6% | Added |
| First National Bank of Hutchinson | 4,418 | $290.7K | 0.21% | −1,487−25.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,407 | $290.0K | 0.08% | −77−1.7% | Reduced |
| Smith, Moore & Co. | 4,406 | $289.9K | 0.03% | +91+2.1% | Added |
| Financial Management Professionals, Inc. | 4,378 | $288.0K | 0.05% | +39+0.9% | Added |
| Indie Asset Partners, LLC | 4,365 | $287.2K | 0.26% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,353 | $286.5K | 0.19% | +10.0% | Added |
| Palisade Asset Management, LLC | 4,345 | $285.9K | 0.03% | +424+10.8% | Added |
| Abel Hall, LLC | 4,344 | $285.8K | 0.24% | +4,344 | New |
| Keating Wealth Management LLC | 4,342 | $285.7K | 0.20% | +4,342 | New |
| Lantz Financial LLC | 4,332 | $285.0K | 0.10% | +570+15.2% | Added |
| Washington Trust Co | 4,330 | $284.9K | 0.01% | −133−3.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,310 | $283.6K | 0.01% | +502+13.2% | Added |
| Keating Investment Counselors Inc | 4,310 | $283.6K | 0.10% | +375+9.5% | Added |
| Tower Research Capital LLC (TRC) | 4,308 | $283.5K | 0.00% | +4,308 | New |
| Sutton Place Investors LLC | 4,302 | $283.1K | 0.20% | +4,302 | New |
| CRA Financial Services, LLC | 4,255 | $280.0K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4,246 | $279.4K | 0.06% | +623+17.2% | Added |
| Tranquility Partners, LLC | 4,204 | $276.6K | 0.12% | +462+12.3% | Added |
| Banque Cantonale Vaudoise | 4,200 | $276.0K | 0.01% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,186 | $275.4K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,171 | $274.5K | 0.03% | −804−16.2% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $274.3K | 0.24% | −99−2.3% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $274.0K | 0.07% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,157 | $273.5K | 0.03% | +4,157 | New |
| Evolution Wealth Advisors, LLC | 4,124 | $271.4K | 0.05% | +4,124 | New |
| Stokes Family Office, LLC | 4,117 | $270.9K | 0.04% | −4,500−52.2% | Reduced |
| Silverlake Wealth Management LLC | 4,114 | $270.7K | 0.15% | −707−14.7% | Reduced |
| Green Square Capital Advisors LLC | 4,111 | $270.5K | 0.04% | −149−3.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 4,105 | $270.1K | 0.05% | +68+1.7% | Added |
| Foster Victor Wealth Advisors, LLC | 4,179 | $270.0K | 0.03% | +831+24.8% | Added |
| Linscomb & Williams, Inc. | 4,104 | $270.0K | 0.01% | −300−6.8% | Reduced |
| Ti-Trust, Inc | 4,104 | $270.0K | 0.24% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,099 | $269.7K | 0.03% | −273−6.2% | Reduced |
| Mechanics Bank Trust Department | 4,089 | $269.1K | 0.04% | +340+9.1% | Added |
| Roman Butler Fullerton & Co | 4,256 | $268.9K | 0.10% | −186−4.2% | Reduced |
| Keudell/Morrison Wealth Management | 4,077 | $268.3K | 0.09% | −400−8.9% | Reduced |
| Marcum Wealth, LLC | 4,073 | $268.0K | 0.03% | −50−1.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,057 | $267.0K | 0.00% | −228−5.3% | Reduced |
| Coastal Bridge Advisors, LLC | 4,054 | $266.7K | 0.07% | +28+0.7% | Added |
| Ballew Advisors, Inc | 4,316 | $266.6K | 0.20% | +62+1.5% | Added |
| Cadinha & Co LLC | 4,045 | $266.2K | 0.04% | 00.0% | Unchanged |
| RDA Financial Network | 4,029 | $265.1K | 0.10% | −54−1.3% | Reduced |
| Woodward Diversified Capital, LLC | 4,020 | $264.5K | 0.17% | −175−4.2% | Reduced |
| Waldron Private Wealth LLC | 4,005 | $263.5K | 0.01% | +371+10.2% | Added |
| Leonteq Securities AG | 4,000 | $263.2K | 0.03% | −502−11.2% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,977 | $261.7K | 0.01% | +39+1.0% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,975 | $261.6K | 0.26% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $258.2K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,924 | $258.2K | 0.04% | +5+0.1% | Added |
| Hudson Valley Investment Advisors Inc | 3,980 | $257.2K | 0.04% | 00.0% | Unchanged |
| Credit Agricole S A | 3,900 | $256.6K | 0.01% | −3,000−43.5% | Reduced |
| Advance Capital Management, Inc. | 3,869 | $254.6K | 0.02% | +21+0.5% | Added |
| Zions Bancorporation, N.A. | 3,866 | $254.4K | 0.02% | −4,308−52.7% | Reduced |
| Aaron Wealth Advisors | 3,857 | $253.8K | 0.04% | +448+13.1% | Added |
| Trinity Legacy Partners, LLC | 3,850 | $253.3K | 0.08% | +65+1.7% | Added |
| Cooper Financial Group | 3,815 | $251.0K | 0.05% | −315−7.6% | Reduced |
| Family Management Corp | 3,814 | $251.0K | 0.05% | −203−5.1% | Reduced |
| Holderness Investments Co | 3,805 | $250.4K | 0.07% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,066 | $249.4K | 0.30% | −86−2.1% | Reduced |
| First Citizens Bank & Trust Co | 3,780 | $248.7K | 0.00% | −111−2.9% | Reduced |
| Summit Trail Advisors, LLC | 3,752 | $246.9K | 0.01% | +601+19.1% | Added |