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Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2023: 1,315 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ4 2023: $21.6B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2023.

Institutions holding SHEL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Tyche Wealth Partners LLC3,749$246.7K0.06%+3,749New
Boston Trust Walden Corp3,748$246.6K0.00%00.0%Unchanged
Clear Harbor Asset Management, LLC3,746$246.5K0.02%+3,746New
Marco Investment Management LLC3,745$246.4K0.03%−100−2.6%Reduced
Procyon Private Wealth Partners, LLC3,743$246.3K0.02%+3,743New
GQG Partners LLC3,735$245.8K0.00%00.0%Unchanged
PFG Advisors3,731$245.5K0.02%+318+9.3%Added
IPG Investment Advisors LLC3,718$244.6K0.05%+3,718New
Pekin Hardy Strauss, Inc.3,713$244.3K0.04%00.0%Unchanged
Chapin Davis, Inc.3,709$244.0K0.10%+3,709New
Doliver Advisors, LP3,697$243.3K0.07%00.0%Unchanged
LM Advisors LLC3,685$242.5K0.05%+3,685New
Argent Advisors, Inc.3,681$242.2K0.11%−269−6.8%Reduced
MBE Wealth Management, LLC3,679$242.1K0.12%00.0%Unchanged
Beacon Financial Advisory LLC3,675$241.8K0.12%+261+7.6%Added
Monticello Wealth Management, LLC3,672$241.6K0.02%00.0%Unchanged
Strategic Global Advisors, LLC3,665$241.2K0.06%−605−14.2%Reduced
HCR Wealth Advisors3,651$240.2K0.04%+66+1.8%Added
Kozak & Associates, Inc.3,884$239.9K0.08%−7,319−65.3%Reduced
Goodman Financial Corp3,626$238.6K0.06%00.0%Unchanged
Horan Securities, Inc.3,623$238.4K0.12%+92+2.6%Added
Angeles Wealth Management, LLC3,612$237.7K0.03%+3,612New
Legacy Capital Group California, Inc.3,590$236.2K0.09%+3,590New
Sawyer & Company, Inc3,591$236.0K0.10%−1,675−31.8%Reduced
Davis R M Inc3,558$234.1K0.01%00.0%Unchanged
Delta Asset Management LLC3,547$233.4K0.02%−23−0.6%Reduced
WorthPointe, LLC3,546$233.3K0.12%+3,546New
Tufton Capital Management3,545$233.3K0.05%00.0%Unchanged
Strategic Financial Concepts, LLC3,540$232.9K0.14%−872−19.8%Reduced
BigSur Wealth Management LLC3,536$232.7K0.11%00.0%Unchanged
Johnson Financial Group, Inc.3,531$232.3K0.01%+3,531New
Weinberger Asset Management, Inc3,521$231.7K0.12%00.0%Unchanged
Moloney Securities Asset Management, LLC3,513$231.2K0.04%−180−4.9%Reduced
Traveka Wealth, LLC3,504$230.6K0.12%+3,504New
Trust Co of Virginia3,499$230.2K0.02%−400−10.3%Reduced
CFM Wealth Partners LLC3,498$230.2K0.05%+3,498New
Joel Isaacson & Co., LLC3,472$228.5K0.01%00.0%Unchanged
Vanguard Group Inc3,451$227.1K0.00%00.0%Unchanged
Curated Wealth Partners LLC3,449$226.9K0.04%00.0%Unchanged
City Holding Co3,442$226.4K0.04%−111−3.1%Reduced
Gladstone Institutional Advisory LLC3,441$226.4K0.01%−1,308−27.5%Reduced
NWF Advisory Services Inc.3,399$223.6K0.04%+3,399New
Grove Bank & Trust3,396$223.5K0.04%+1,437+73.4%Added
HM Payson & Co3,392$223.2K0.00%−700−17.1%Reduced
Geneos Wealth Management Inc.3,378$222.3K0.01%−2,834−45.6%Reduced
Montecito Bank & Trust3,375$222.1K0.05%+3,375New
Western Wealth Management, LLC3,370$221.7K0.02%+110+3.4%Added
Foundations Investment Advisors, LLC3,459$221.6K0.01%−1,461−29.7%Reduced
Canopy Partners, LLC3,353$220.6K0.13%+3,353New
Mitchell McLeod Pugh & Williams Inc3,331$219.2K0.06%+3,331New
Fiduciary Group LLC3,320$218.5K0.03%00.0%Unchanged
Global Retirement Partners, LLC3,532$218.1K0.01%−818−18.8%Reduced
Daymark Wealth Partners, LLC3,312$217.9K0.01%−364−9.9%Reduced
Duncker Streett & Co Inc3,310$217.8K0.05%+9+0.3%Added
Smart Money Group LLC3,291$216.5K0.09%+33+1.0%Added
Barlow Wealth Partners, Inc.3,272$215.3K0.03%+3,272New
Kathmere Capital Management, LLC3,264$214.8K0.03%+3,264New
Bell & Brown Wealth Advisors, LLC3,255$214.2K0.10%+3,255New
SkyOak Wealth, LLC3,250$213.8K0.06%00.0%Unchanged
BCJ Capital Management, LLC3,245$213.5K0.02%+3,245New
Successful Portfolios LLC3,244$213.5K0.16%00.0%Unchanged
Tompkins Financial Corp3,230$212.5K0.03%00.0%Unchanged
Gillespie Robinson & Grimm Inc3,226$212.3K0.02%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC3,225$212.2K0.02%+3,225New
Eubel Brady & Suttman Asset Management Inc3,222$212.0K0.03%00.0%Unchanged
Atom Investors LP3,215$211.5K0.04%−4,278−57.1%Reduced
Pine Valley Investments Ltd Liability Co3,215$211.5K0.02%−40−1.2%Reduced
Schroder Investment Management Group3,204$210.8K0.00%−1,205−27.3%Reduced
SeaBridge Investment Advisors LLC3,200$210.6K0.06%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.3,196$210.3K0.03%00.0%Unchanged
Appleton Partners Inc3,184$210.0K0.02%−33−1.0%Reduced
Main Street Financial Solutions, LLC3,186$209.7K0.03%−28−0.9%Reduced
Resources Investment Advisors, LLC.3,180$209.3K0.00%−483−13.2%Reduced
Thompson Investment Management, Inc.3,176$209.0K0.03%−75−2.3%Reduced
United Community Bank3,176$209.0K0.09%00.0%Unchanged
Counterweight Ventures, LLC3,176$209.0K0.19%+3,176New
Golden State Equity Partners3,166$208.3K0.05%+10.0%Added
Avaii Wealth Management, LLC3,165$208.3K0.14%−12−0.4%Reduced
Triune Financial Partners, LLC3,163$208.1K0.08%+32+1.0%Added
Hexagon Capital Partners LLC3,162$208.1K0.05%+546+20.9%Added
Roundview Capital LLC3,154$207.5K0.02%−87−2.7%Reduced
IFG Advisory, LLC3,151$207.4K0.02%+3,151New
Sprott Inc.3,150$207.3K0.02%00.0%Unchanged
Peoples Financial Services Corp.3,150$207.2K0.09%00.0%Unchanged
FMB Wealth Management3,149$207.2K0.19%00.0%Unchanged
Two Sigma Securities, LLC3,147$207.1K0.01%+3,147New
OneAscent Financial Services LLC3,131$206.0K0.03%+3,131New
Ancora Advisors, LLC3,129$205.9K0.00%−10.0%Reduced
MKT Advisors LLC3,125$205.4K0.14%+3,125New
Clifford Capital Partners LLC3,119$205.2K0.05%+3,119New
GAMMA Investing LLC3,251$204.5K0.06%+3,251New
Clarity Financial LLC3,087$203.1K0.04%−744−19.4%Reduced
RFP Financial Group LLC3,080$202.7K0.08%00.0%Unchanged
Builder Investment Group Inc3,056$201.1K0.07%+3,056New
JFS Wealth Advisors, LLC3,047$200.5K0.02%+75+2.5%Added
Redwood Investments, LLC3,041$200.1K0.05%+3,041New
Washington Trust Advisors, Inc.3,028$199.2K0.02%00.0%Unchanged
PFG Private Wealth Management, LLC2,928$192.7K0.13%+2,678+1,071.2%Added
Salem Investment Counselors Inc2,914$191.7K0.01%+63+2.2%Added
Jones Financial Companies LLLP2,907$191.3K0.00%+161+5.9%Added