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 |
|---|---|---|---|---|---|
| SPX Equities Gestao de Recursos Ltda | 106,520 | $7.01M | 0.54% | −394,630−78.7% | Reduced |
| Banco Santander, S.A. | 106,518 | $7.01M | 0.08% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 105,333 | $6.93M | 3.07% | +1,878+1.8% | Added |
| ARS Wealth Advisors Group, LLC | 105,277 | $6.93M | 1.03% | −17,494−14.2% | Reduced |
| Regency Capital Management Inc. | 104,891 | $6.90M | 4.64% | −11,325−9.7% | Reduced |
| Renaissance Group LLC | 104,860 | $6.90M | 0.29% | −2,603−2.4% | Reduced |
| Adell Harriman & Carpenter Inc | 104,532 | $6.88M | 0.64% | +15,032+16.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 103,436 | $6.81M | 0.27% | −4,199−3.9% | Reduced |
| JBF Capital, Inc. | 101,000 | $6.61M | 1.29% | +1,000+1.0% | Added |
| MML Investors Services, LLC | 99,154 | $6.52M | 0.03% | +2,007+2.1% | Added |
| Charles Schwab Investment Management Inc | 98,706 | $6.49M | 0.00% | +26,729+37.1% | Added |
| Heritage Investors Management Corp | 98,140 | $6.46M | 0.24% | −2,243−2.2% | Reduced |
| Thornburg Investment Management Inc | 98,088 | $6.43M | 0.09% | −31,025−24.0% | Reduced |
| Sawtooth Solutions, LLC | 97,711 | $6.43M | 0.18% | −3,236−3.2% | Reduced |
| Claret Asset Management Corp | 97,372 | $6.41M | 1.15% | −604−0.6% | Reduced |
| New England Asset Management Inc | 94,235 | $6.20M | 1.00% | −9,250−8.9% | Reduced |
| Bleakley Financial Group, LLC | 94,000 | $6.19M | 0.20% | −3,545−3.6% | Reduced |
| Hohimer Wealth Management, LLC | 92,068 | $6.06M | 1.54% | +800+0.9% | Added |
| Clearbridge Investments, LLC | 89,531 | $5.89M | 0.01% | −1,892−2.1% | Reduced |
| Keybank National Association | 89,357 | $5.88M | 0.03% | +801+0.9% | Added |
| Federated Hermes, Inc. | 89,164 | $5.87M | 0.01% | +29,851+50.3% | Added |
| Cary Street Partner Investment Advisory LLC | 86,500 | $5.69M | 0.27% | −2,259−2.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,152 | $5.67M | 0.07% | −5,801−6.3% | Reduced |
| Kempner Capital Management Inc. | 86,055 | $5.66M | 3.17% | −320.0% | Reduced |
| Hennessy Advisors Inc | 85,400 | $5.62M | 0.28% | +85,400 | New |
| JustInvest LLC | 85,263 | $5.61M | 0.14% | +16,975+24.9% | Added |
| tru Independence LLC | 82,619 | $5.44M | 1.65% | −7,130−7.9% | Reduced |
| Cetera Advisor Networks LLC | 80,523 | $5.30M | 0.03% | −1,296−1.6% | Reduced |
| Azimuth Capital Investment Management LLC | 80,325 | $5.29M | 0.24% | −2,295−2.8% | Reduced |
| South State Corp. | 80,019 | $5.27M | 0.45% | +560+0.7% | Added |
| Miller Howard Investments Inc | 80,000 | $5.26M | 0.18% | −22,000−21.6% | Reduced |
| Nelson Capital Management, LLC | 79,882 | $5.26M | 1.18% | −3,155−3.8% | Reduced |
| Bulltick Wealth Management, LLC | 78,803 | $5.19M | 1.19% | +37,029+88.6% | Added |
| Synovus Financial Corp | 78,766 | $5.18M | 0.07% | +7,416+10.4% | Added |
| Brown Brothers Harriman & Co | 76,798 | $5.05M | 0.04% | −510−0.7% | Reduced |
| Roberts Wealth Advisors, LLC | 26,574 | $5.04M | 0.82% | +172+0.7% | Added |
| Naviter Wealth, LLC | 71,135 | $4.68M | 0.94% | +15,519+27.9% | Added |
| Assetmark, Inc | 71,127 | $4.68M | 0.02% | +3,712+5.5% | Added |
| Hedges Asset Management LLC | 70,850 | $4.66M | 3.64% | −3,700−5.0% | Reduced |
| Veriti Management LLC | 70,396 | $4.63M | 0.41% | +15,013+27.1% | Added |
| Royce & Associates LP | 70,000 | $4.61M | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 70,000 | $4.61M | 0.90% | 00.0% | Unchanged |
| Brookmont Capital Management | 68,692 | $4.52M | 2.53% | −1,273−1.8% | Reduced |
| Bard Financial Services, Inc. | 68,650 | $4.52M | 0.51% | −1,400−2.0% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.51M | 6.62% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 68,193 | $4.49M | 0.08% | −948−1.4% | Reduced |
| Advocate Group LLC | 68,022 | $4.48M | 0.96% | −4,606−6.3% | Reduced |
| Griffin Asset Management, Inc. | 67,919 | $4.47M | 0.57% | −490−0.7% | Reduced |
| GYL Financial Synergies, LLC | 67,725 | $4.46M | 0.37% | +1,427+2.2% | Added |
| Toroso Investments, LLC | 66,291 | $4.36M | 0.10% | −23,661−26.3% | Reduced |
| Atria Investments LLC | 66,070 | $4.35M | 0.07% | −3,499−5.0% | Reduced |
| Integrated Advisors Network LLC | 66,019 | $4.34M | 0.25% | −526−0.8% | Reduced |
| Palogic Value Management, L.P. | 65,705 | $4.32M | 1.91% | −9,131−12.2% | Reduced |
| Blair William & Co | 65,517 | $4.31M | 0.01% | +3,308+5.3% | Added |
| First Trust Advisors LP | 65,505 | $4.31M | 0.00% | −2,997−4.4% | Reduced |
| Quantinno Capital Management LP | 64,480 | $4.24M | 0.15% | +8,849+15.9% | Added |
| YHB Investment Advisors, Inc. | 64,310 | $4.23M | 0.41% | −7,676−10.7% | Reduced |
| Sequoia Financial Advisors, LLC | 63,065 | $4.15M | 0.05% | +30,253+92.2% | Added |
| Raymond James Trust N.A. | 62,954 | $4.14M | 0.11% | +1,320+2.1% | Added |
| Clear Street Markets LLC | 62,846 | $4.14M | 1.66% | +58,946+1,511.4% | Added |
| Beddow Capital Management Inc | 62,551 | $4.12M | 1.92% | −175−0.3% | Reduced |
| Fiduciary Trust Co | 62,023 | $4.08M | 0.07% | −3,697−5.6% | Reduced |
| Exencial Wealth Advisors, LLC | 62,006 | $4.08M | 0.17% | −6,938−10.1% | Reduced |
| Aquatic Capital Management LLC | 61,900 | $4.07M | 0.10% | +61,900 | New |
| Bremer Bank National Association | 61,611 | $4.05M | 0.76% | +61,611 | New |
| Deutsche Bank AG | 60,795 | $4.00M | 0.00% | −1,348−2.2% | Reduced |
| Jefferies Financial Group Inc. | 60,305 | $3.97M | 0.06% | +3,191+5.6% | Added |
| Huntington National Bank | 58,959 | $3.88M | 0.04% | −3,096−5.0% | Reduced |
| Dodge & Cox | 58,813 | $3.87M | 0.00% | −1,200−2.0% | Reduced |
| Bokf, NA | 58,805 | $3.87M | 0.08% | −30,699−34.3% | Reduced |
| Yousif Capital Management, LLC | 58,039 | $3.82M | 0.04% | +2,700+4.9% | Added |
| Yarbrough Capital, LLC | 57,590 | $3.79M | 0.20% | 00.0% | Unchanged |
| CWM, LLC | 57,571 | $3.79M | 0.02% | −430−0.7% | Reduced |
| Quantitative Investment Management, LLC | 57,339 | $3.77M | 0.22% | +57,339 | New |
| Deltec Asset Management LLC | 57,204 | $3.76M | 0.85% | −9,950−14.8% | Reduced |
| Commerce Bank | 56,955 | $3.75M | 0.03% | −150−0.3% | Reduced |
| Reik & Co., LLC | 55,816 | $3.67M | 1.03% | −2,070−3.6% | Reduced |
| Cardinal Capital Management | 55,293 | $3.64M | 0.69% | −92−0.2% | Reduced |
| Phoenix Holdings Ltd. | 49,083 | $3.63M | 0.06% | +5,803+13.4% | Added |
| Richard P Slaughter Associates Inc | 55,165 | $3.63M | 0.90% | −188−0.3% | Reduced |
| Asio Capital, LLC | 55,135 | $3.63M | 0.85% | +608+1.1% | Added |
| Bridge Creek Capital Management LLC | 54,988 | $3.62M | 1.26% | −1,715−3.0% | Reduced |
| Brinker Capital Investments, LLC | 55,931 | $3.61M | 0.04% | −22,042−28.3% | Reduced |
| Orion Portfolio Solutions, LLC | 55,931 | $3.61M | 0.04% | −22,042−28.3% | Reduced |
| Concentric Wealth Management, LLC | 53,921 | $3.55M | 1.03% | −665−1.2% | Reduced |
| Weatherly Asset Management L. P. | 53,918 | $3.55M | 0.38% | −1,572−2.8% | Reduced |
| Atria Wealth Solutions, Inc. | 53,816 | $3.54M | 0.04% | −1,021−1.9% | Reduced |
| Kestra Advisory Services, LLC | 53,603 | $3.53M | 0.03% | +765+1.4% | Added |
| Parallax Volatility Advisers, L.P. | 53,129 | $3.50M | 0.10% | −48,597−47.8% | Reduced |
| Fort Sheridan Advisors LLC | 52,620 | $3.46M | 0.69% | +598+1.1% | Added |
| Cary Street Partners Asset Management LLC | 52,148 | $3.43M | 0.59% | −2,505−4.6% | Reduced |
| Americana Partners, LLC | 52,163 | $3.41M | 0.32% | +35,221+207.9% | Added |
| Signaturefd, LLC | 51,572 | $3.39M | 0.08% | +2,217+4.5% | Added |
| Quantbot Technologies LP | 51,063 | $3.36M | 0.20% | +50,454+8,284.7% | Added |
| SIR Capital Management, L.P. | 50,900 | $3.35M | 0.34% | −287,564−85.0% | Reduced |
| Altshuler Shaham Ltd | 50,504 | $3.32M | 0.18% | +23,018+83.7% | Added |
| Park Avenue Securities LLC | 50,270 | $3.31M | 0.05% | +1,707+3.5% | Added |
| Baker Avenue Asset Management, LP | 50,074 | $3.29M | 0.14% | +140.0% | Added |
| Wetherby Asset Management Inc | 50,040 | $3.29M | 0.17% | −129−0.3% | Reduced |
| Altrafin AG | 49,829 | $3.28M | 1.26% | +12,827+34.7% | Added |