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 |
|---|---|---|---|---|---|
| McIlrath & Eck, LLC | 2,528 | $166.3K | 0.03% | +403+19.0% | Added |
| First PREMIER Bank | 2,500 | $165.0K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,490 | $163.8K | 0.02% | −785−24.0% | Reduced |
| JJJ Advisors Inc. | 2,474 | $162.8K | 0.04% | +478+23.9% | Added |
| Baldwin Brothers Inc | 2,408 | $158.4K | 0.01% | −132−5.2% | Reduced |
| Avion Wealth | 2,388 | $157.0K | 0.04% | −400−14.3% | Reduced |
| Addison Advisors LLC | 2,342 | $154.1K | 0.06% | +187+8.7% | Added |
| Planned Solutions, Inc. | 2,325 | $153.0K | 0.07% | −2,196−48.6% | Reduced |
| Pinnacle Bancorp, Inc. | 2,279 | $150.0K | 0.05% | +57+2.6% | Added |
| Barclays PLC | 2,265 | $149.0K | 0.00% | −402,727−99.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 2,265 | $149.0K | 0.01% | +645+39.8% | Added |
| Capital Analysts, LLC | 2,125 | $140.0K | 0.01% | −224−9.5% | Reduced |
| Highline Wealth Partners LLC | 2,088 | $137.4K | 0.07% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $136.5K | 0.05% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $133.9K | 0.08% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,001 | $131.7K | 0.05% | +2,001 | New |
| Spirit of America Management Corp | 2,000 | $131.6K | 0.03% | +2,000 | New |
| SRS Capital Advisors, Inc. | 1,983 | $130.5K | 0.01% | −3−0.2% | Reduced |
| Princeton Global Asset Management LLC | 1,965 | $129.3K | 0.03% | +718+57.6% | Added |
| Baystate Wealth Management LLC | 1,962 | $129.1K | 0.01% | +747+61.5% | Added |
| Bollard Group LLC | 1,962 | $129.0K | 0.00% | +10+0.5% | Added |
| Bray Capital Advisors | 1,950 | $128.3K | 0.04% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 1,786 | $117.5K | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,616 | $106.3K | 0.03% | +1,616 | New |
| Laurel Wealth Advisors LLC | 1,581 | $104.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,539 | $101.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,537 | $101.1K | 0.06% | −48−3.0% | Reduced |
| Venturi Wealth Management, LLC | 1,524 | $100.3K | 0.01% | +230+17.8% | Added |
| Chesapeake Asset Management LLC | 1,505 | $99.0K | 0.09% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,496 | $98.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,488 | $97.9K | 0.01% | −11−0.7% | Reduced |
| Colonial Trust Co | 1,473 | $96.9K | 0.02% | −4−0.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,455 | $95.7K | 0.04% | 00.0% | Unchanged |
| BFSG, LLC | 1,450 | $95.4K | 0.01% | +1,450 | New |
| First Pacific Financial | 1,447 | $95.2K | 0.03% | +14+1.0% | Added |
| Union Savings Bank | 1,429 | $94.0K | 0.05% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,427 | $93.9K | 0.04% | +21+1.5% | Added |
| Harbor Investment Advisory, LLC | 1,393 | $91.7K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,389 | $91.4K | 0.02% | +99+7.7% | Added |
| Citizens National Bank Trust Department | 1,347 | $88.6K | 0.02% | −50−3.6% | Reduced |
| Timber Creek Capital Management LLC | 1,300 | $85.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $85.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $85.5K | 0.03% | +1,300 | New |
| BOK Financial Private Wealth, Inc. | 1,273 | $83.8K | 0.01% | +232+22.3% | Added |
| AlphaMark Advisors, LLC | 1,263 | $83.0K | 0.03% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,237 | $81.4K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $79.3K | 0.04% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,156 | $76.1K | 0.02% | +1,156 | New |
| Oakworth Capital, Inc. | 1,129 | $74.3K | 0.01% | −2,130−65.4% | Reduced |
| Itau Unibanco Holding S.A. | 1,121 | $73.8K | 0.00% | −298−21.0% | Reduced |
| Paradigm Asset Management Co LLC | 1,118 | $73.6K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,115 | $73.4K | 0.00% | +6+0.5% | Added |
| Spectrum Wealth Counsel, LLC | 1,095 | $72.1K | 0.01% | +1,095 | New |
| CVA Family Office, LLC | 1,084 | $71.3K | 0.01% | +1,084 | New |
| Armstrong Advisory Group, Inc | 1,077 | $70.9K | 0.01% | −496−31.5% | Reduced |
| First Command Advisory Services, Inc. | 1,066 | $70.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,048 | $69.0K | 0.04% | +200+23.6% | Added |
| Barrett & Company, Inc. | 1,026 | $67.5K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,000 | $65.8K | 0.04% | −600−37.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 996 | $65.0K | 0.04% | +6+0.6% | Added |
| Arcadia Investment Management Corp | 984 | $64.7K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 984 | $64.7K | 0.02% | +492+100.0% | Added |
| Focused Wealth Management, Inc | 956 | $62.9K | 0.01% | +291+43.8% | Added |
| Truvestments Capital LLC | 907 | $59.7K | 0.03% | +700+338.2% | Added |
| Dividend Assets Capital, LLC | 859 | $57.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 852 | $56.1K | 0.02% | +6+0.7% | Added |
| FinTrust Capital Advisors, LLC | 830 | $54.6K | 0.01% | −359−30.2% | Reduced |
| Founders Capital Management | 830 | $54.6K | 0.04% | +168+25.4% | Added |
| City State Bank | 822 | $54.0K | 0.03% | +42+5.4% | Added |
| SOA Wealth Advisors, LLC. | 814 | $53.6K | 0.01% | +1+0.1% | Added |
| Nemes Rush Group LLC | 807 | $53.1K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 800 | $52.6K | 0.01% | −1,100−57.9% | Reduced |
| Highlander Capital Management, LLC | 800 | $52.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 789 | $51.9K | 0.01% | +307+63.7% | Added |
| REAP Financial Group, LLC | 779 | $51.3K | 0.01% | +779 | New |
| McClarren Financial Advisors, Inc. | 760 | $50.0K | 0.04% | +142+23.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 750 | $49.4K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $48.7K | 0.01% | −32−4.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 739 | $48.6K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 738 | $48.6K | 0.02% | +243+49.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 726 | $47.8K | 0.01% | +726 | New |
| MCF Advisors LLC | 712 | $46.9K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 700 | $46.1K | 0.04% | +700 | New |
| Fairman Group, LLC | 689 | $45.3K | 0.04% | +689 | New |
| Resources Management Corp | 671 | $44.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 658 | $43.3K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 647 | $42.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 645 | $42.4K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 610 | $40.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 609 | $40.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 602 | $40.0K | 0.00% | −179−22.9% | Reduced |
| First Personal Financial Services | 560 | $36.8K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 551 | $36.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $36.2K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 623 | $35.5K | 0.01% | +519+499.0% | Added |
| Provenance Wealth Advisors, LLC | 521 | $34.3K | 0.00% | +521 | New |
| Planning Capital Management Corp | 503 | $33.1K | 0.03% | +503 | New |
| Tortoise Investment Management, LLC | 502 | $33.0K | 0.00% | +1+0.2% | Added |
| Fairfield Financial Advisors, LTD | 500 | $32.9K | 0.01% | +500 | New |
| Allspring Global Investments Holdings, LLC | 495 | $32.6K | 0.00% | +235+90.4% | Added |