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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 336,602 | $22.1M | 0.13% | +9,047+2.8% | Added |
| Qube Research & Technologies Ltd | 334,360 | $22.0M | 0.05% | −236,865−41.5% | Reduced |
| Willis Investment Counsel | 333,869 | $22.0M | 1.55% | −41,430−11.0% | Reduced |
| Huber Capital Management LLC | 324,589 | $21.4M | 5.37% | −48,100−12.9% | Reduced |
| Advisor Group Holdings, Inc. | 317,857 | $20.9M | 0.04% | −69,620−18.0% | Reduced |
| First Eagle Investment Management, LLC | 317,700 | $20.9M | 0.05% | +11,458+3.7% | Added |
| Anchor Capital Advisors LLC | 317,386 | $20.9M | 0.55% | −6,637−2.0% | Reduced |
| Guardian Capital LP | 312,264 | $20.5M | 0.74% | −4,030−1.3% | Reduced |
| Truist Financial Corp | 305,459 | $20.1M | 0.03% | +35,045+13.0% | Added |
| Stansberry Asset Management, LLC | 304,826 | $20.1M | 3.33% | −39,914−11.6% | Reduced |
| Thomasville National Bank | 294,737 | $19.4M | 1.72% | +959+0.3% | Added |
| Cubist Systematic Strategies, LLC | 289,139 | $19.0M | 0.24% | +289,139 | New |
| SEI Investments Co | 284,753 | $18.7M | 0.03% | −19,205−6.3% | Reduced |
| Renaissance Technologies LLC | 284,286 | $18.7M | 0.03% | +284,286 | New |
| Cullen Capital Management LLC | 281,376 | $18.5M | 0.27% | −373,627−57.0% | Reduced |
| Two Sigma Advisers, LP | 278,300 | $18.3M | 0.04% | +152,300+120.9% | Added |
| 1832 Asset Management L.P. | 277,678 | $18.3M | 0.03% | −52,841−16.0% | Reduced |
| Cerity Partners LLC | 277,069 | $18.2M | 0.06% | +93,661+51.1% | Added |
| Harvest Portfolios Group Inc. | 264,539 | $17.4M | 0.74% | −40,627−13.3% | Reduced |
| Fort Washington Investment Advisors Inc | 264,454 | $17.4M | 0.12% | −262−0.1% | Reduced |
| Wedge Capital Management L L P | 262,003 | $17.2M | 0.31% | −1,890−0.7% | Reduced |
| Grandfield & Dodd, LLC | 256,477 | $16.9M | 1.17% | +6,756+2.7% | Added |
| Gemsstock Limited | 249,924 | $16.4M | 6.10% | −469,876−65.3% | Reduced |
| Creative Planning | 244,824 | $16.1M | 0.03% | −14,590−5.6% | Reduced |
| Northwest & Ethical Investments L.P. | 244,029 | $16.1M | 0.49% | −5,945−2.4% | Reduced |
| Davenport & Co LLC | 240,838 | $15.8M | 0.11% | −425−0.2% | Reduced |
| Logan Capital Management Inc | 240,550 | $15.8M | 0.74% | −8,795−3.5% | Reduced |
| Klingenstein Fields & Co LP | 237,033 | $15.6M | 0.70% | +3,720+1.6% | Added |
| South Dakota Investment Council | 229,673 | $15.1M | 0.32% | −10,900−4.5% | Reduced |
| Aventail Capital Group, LP | 227,190 | $14.9M | 1.27% | +227,190 | New |
| M&T Bank Corp | 226,686 | $14.9M | 0.05% | −3,990−1.7% | Reduced |
| Becker Capital Management Inc | 222,705 | $14.7M | 0.53% | −13,556−5.7% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.5M | 1.50% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 218,160 | $14.4M | 0.02% | −5,408−2.4% | Reduced |
| Euro Pacific Asset Management, LLC | 214,040 | $14.2M | 3.03% | −1,249−0.6% | Reduced |
| Evergreen Capital Management LLC | 208,713 | $13.7M | 0.56% | +1,878+0.9% | Added |
| Greenwood Gearhart Inc | 208,144 | $13.7M | 1.46% | −4,689−2.2% | Reduced |
| Fayez Sarofim & Co | 214,589 | $13.7M | 0.04% | −29,882−12.2% | Reduced |
| Willis Johnson & Associates, Inc. | 202,802 | $13.3M | 1.28% | +10,198+5.3% | Added |
| Captrust Financial Advisors | 202,253 | $13.3M | 0.05% | +12,223+6.4% | Added |
| Schonfeld Strategic Advisors LLC | 200,683 | $13.2M | 0.11% | −329,724−62.2% | Reduced |
| Mercer Global Advisors Inc | 198,577 | $13.1M | 0.04% | +14,599+7.9% | Added |
| New Age Alpha Advisors, LLC | 198,300 | $13.0M | 9.93% | +198,300 | New |
| Tocqueville Asset Management L.P. | 196,660 | $12.9M | 0.23% | −1,200−0.6% | Reduced |
| Van Hulzen Asset Management, LLC | 195,761 | $12.9M | 0.91% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 194,012 | $12.8M | 0.07% | +194,012 | New |
| Beach Investment Counsel Inc | 189,410 | $12.5M | 1.54% | −13,536−6.7% | Reduced |
| Scotia Capital Inc. | 188,883 | $12.4M | 0.08% | +1,993+1.1% | Added |
| Ramirez Asset Management, Inc. | 186,779 | $12.3M | 2.49% | −10,329−5.2% | Reduced |
| Oppenheimer Asset Management Inc. | 186,201 | $12.3M | 0.17% | −3,361−1.8% | Reduced |
| Callodine Capital Management, LP | 185,000 | $12.2M | 3.21% | +85,000+85.0% | Added |
| FineMark National Bank & Trust | 183,524 | $12.1M | 0.49% | −1,119−0.6% | Reduced |
| QRG Capital Management, Inc. | 182,644 | $12.0M | 0.18% | +3,689+2.1% | Added |
| D.A. Davidson & Co. | 180,482 | $11.9M | 0.12% | −1,732−1.0% | Reduced |
| Country Club Bank | 180,023 | $11.8M | 0.89% | −2,012−1.1% | Reduced |
| Putnam Investments LLC | 178,400 | $11.7M | 0.02% | +114,100+177.4% | Added |
| Cohen Klingenstein LLC | 178,178 | $11.7M | 0.48% | −19,160−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 177,238 | $11.7M | 0.24% | −1,463−0.8% | Reduced |
| Stamos Capital Partners, L.P. | 173,540 | $11.4M | 3.10% | +17,810+11.4% | Added |
| Invenomic Capital Management LP | 172,892 | $11.4M | 0.61% | −71,870−29.4% | Reduced |
| Manning & Napier Group, LLC | 169,236 | $11.1M | 0.13% | −2,235−1.3% | Reduced |
| Allied Investment Advisors, LLC | 167,716 | $11.0M | 3.00% | −678−0.4% | Reduced |
| Glenmede Trust Co NA | 163,686 | $10.8M | 0.06% | +12,783+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 163,012 | $10.7M | 0.05% | +14,326+9.6% | Added |
| Stephens Inc | 155,867 | $10.3M | 0.18% | +24,883+19.0% | Added |
| National Bank of Canada | 152,785 | $10.1M | 0.02% | +50,793+49.8% | Added |
| Sit Investment Associates Inc | 145,855 | $9.60M | 0.24% | −470−0.3% | Reduced |
| Baird Financial Group, Inc. | 144,673 | $9.52M | 0.02% | −952−0.7% | Reduced |
| Janney Montgomery Scott LLC | 143,157 | $9.42M | 0.03% | −7,079−4.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 138,338 | $9.10M | 0.01% | −5,664−3.9% | Reduced |
| Janney Capital Management LLC | 136,267 | $8.97M | 0.60% | −4,915−3.5% | Reduced |
| Everett Harris & Co | 135,938 | $8.94M | 0.13% | +14,060+11.5% | Added |
| Edgemoor Investment Advisors, Inc. | 135,471 | $8.91M | 0.93% | +10,172+8.1% | Added |
| Crocodile Capital Partners GmbH | 135,306 | $8.90M | 10.57% | −100,000−42.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 134,343 | $8.84M | 0.08% | −5,621−4.0% | Reduced |
| Pinnacle Financial Partners Inc | 134,123 | $8.83M | 0.21% | +10,438+8.4% | Added |
| Woodstock Corp | 132,981 | $8.75M | 1.01% | +2,941+2.3% | Added |
| Pinnacle Associates Ltd | 132,582 | $8.72M | 0.15% | −1,298−1.0% | Reduced |
| Bragg Financial Advisors, Inc | 130,350 | $8.58M | 0.41% | +642+0.5% | Added |
| Voya Investment Management LLC | 129,811 | $8.54M | 0.01% | −16,756−11.4% | Reduced |
| Neville Rodie & Shaw Inc | 128,100 | $8.43M | 0.69% | +250.0% | Added |
| O'Shaughnessy Asset Management, LLC | 128,011 | $8.42M | 0.11% | +9,392+7.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 119,769 | $7.88M | 2.52% | −5,910−4.7% | Reduced |
| Eagle Global Advisors LLC | 119,557 | $7.87M | 0.48% | +463+0.4% | Added |
| Acadian Asset Management LLC | 119,553 | $7.87M | 0.03% | −1,439−1.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 234,863 | $7.73M | 0.76% | −356,476−60.3% | Reduced |
| Fifth Third Bancorp | 115,598 | $7.61M | 0.03% | −4,644−3.9% | Reduced |
| Edge Capital Group, LLC | 114,841 | $7.56M | 0.42% | −1,527−1.3% | Reduced |
| Leuthold Group, LLC | 114,140 | $7.51M | 0.94% | −122−0.1% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $7.48M | 2.06% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 113,361 | $7.46M | 2.40% | +6,364+5.9% | Added |
| Avantax Advisory Services, Inc. | 112,868 | $7.43M | 0.07% | −20,677−15.5% | Reduced |
| TownSquare Capital, LLC | 112,170 | $7.38M | 0.13% | −7,558−6.3% | Reduced |
| TD Waterhouse Canada Inc. | 101,369 | $7.27M | 0.07% | −2,121−2.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 109,843 | $7.23M | 0.01% | +6,138+5.9% | Added |
| Prospera Financial Services Inc | 109,764 | $7.22M | 0.24% | −4,001−3.5% | Reduced |
| Sandy Spring Bank | 108,139 | $7.12M | 0.35% | +1,392+1.3% | Added |
| Eastover Investment Advisors LLC | 107,836 | $7.10M | 3.75% | +1,053+1.0% | Added |
| Cutler Capital Management, LLC | 107,441 | $7.07M | 2.93% | +423+0.4% | Added |
| Employees Retirement System of Texas | 107,060 | $7.04M | 0.08% | −62,960−37.0% | Reduced |