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 |
|---|---|---|---|---|---|
| Credential Qtrade Securities Inc. | 49,388 | $3.25M | 0.19% | −5,053−9.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 49,056 | $3.23M | 0.01% | +831+1.7% | Added |
| Cetera Investment Advisers | 48,789 | $3.21M | 0.03% | −7,621−13.5% | Reduced |
| Ritholtz Wealth Management | 48,536 | $3.19M | 0.12% | +2,860+6.3% | Added |
| LSV Asset Management | 48,400 | $3.19M | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 47,937 | $3.15M | 0.64% | +340+0.7% | Added |
| Marble Harbor Investment Counsel, LLC | 47,450 | $3.12M | 0.38% | −100−0.2% | Reduced |
| Madison Asset Management, LLC | 47,385 | $3.12M | 0.04% | −2,509−5.0% | Reduced |
| Colony Group, LLC | 47,198 | $3.11M | 0.04% | +47,198 | New |
| Oppenheimer & Co Inc | 47,008 | $3.09M | 0.06% | −983−2.0% | Reduced |
| Moors & Cabot, Inc. | 46,760 | $3.08M | 0.19% | +646+1.4% | Added |
| Cetera Advisors LLC | 46,119 | $3.03M | 0.04% | −573−1.2% | Reduced |
| Susquehanna International Group Ltd. | 45,417 | $2.99M | 0.68% | +45,417 | New |
| Susquehanna International Securities, Ltd. | 45,272 | $2.98M | 2.16% | +45,272 | New |
| JCIC Asset Management Inc. | 45,129 | $2.97M | 1.33% | −323−0.7% | Reduced |
| Royal London Asset Management Ltd | 45,076 | $2.97M | 0.01% | +491+1.1% | Added |
| Pittenger & Anderson Inc | 44,825 | $2.95M | 0.13% | +29,410+190.8% | Added |
| Advisors Asset Management, Inc. | 44,485 | $2.93M | 0.06% | −4,497−9.2% | Reduced |
| Rathbone Brothers plc | 44,285 | $2.91M | 0.02% | −3,624−7.6% | Reduced |
| GWM Advisors LLC | 45,834 | $2.90M | 0.03% | +13,591+42.2% | Added |
| Gilman Hill Asset Management, LLC | 43,919 | $2.89M | 0.54% | −4,240−8.8% | Reduced |
| United Capital Financial Advisers, LLC | 43,651 | $2.87M | 0.02% | −14,952−25.5% | Reduced |
| Regions Financial Corp | 43,530 | $2.86M | 0.02% | −16,901−28.0% | Reduced |
| Epoch Investment Partners, Inc. | 42,920 | $2.82M | 0.01% | −491−1.1% | Reduced |
| Kestra Private Wealth Services, LLC | 42,847 | $2.82M | 0.07% | +413+1.0% | Added |
| Continental Advisors LLC | 42,520 | $2.80M | 2.52% | −9,000−17.5% | Reduced |
| Seven Eight Capital, LP | 42,308 | $2.78M | 0.32% | +6,477+18.1% | Added |
| Montag A & Associates Inc | 41,141 | $2.71M | 0.15% | −11,586−22.0% | Reduced |
| Kanawha Capital Management LLC | 41,097 | $2.70M | 0.25% | −3,139−7.1% | Reduced |
| Advisors Management Group Inc | 40,546 | $2.67M | 0.72% | −381−0.9% | Reduced |
| Paragon Associates & Paragon Associates II Joint Venture | 40,000 | $2.63M | 6.04% | +40,000 | New |
| Jarislowsky, Fraser Ltd | 39,977 | $2.63M | 0.02% | −1,800−4.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 39,495 | $2.60M | 0.04% | −24,762−38.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,337 | $2.59M | 0.03% | −4,126−9.5% | Reduced |
| Integrated Wealth Concepts LLC | 39,334 | $2.59M | 0.04% | −824−2.1% | Reduced |
| Chicago Trust Co NA | 39,066 | $2.57M | 0.57% | −4,220−9.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,803 | $2.57M | 1.76% | −150−0.6% | Reduced |
| First Hawaiian Bank | 38,861 | $2.56M | 0.08% | −2,137−5.2% | Reduced |
| Horan Capital Advisors, LLC. | 38,561 | $2.54M | 0.93% | −947−2.4% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.54M | 0.59% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 38,490 | $2.53M | 0.23% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 38,387 | $2.53M | 0.01% | +38,387 | New |
| Insigneo Advisory Services, LLC | 37,982 | $2.50M | 0.35% | +7,919+26.3% | Added |
| CSS LLC | 37,928 | $2.50M | 0.19% | −2,000−5.0% | Reduced |
| Beacon Pointe Advisors, LLC | 37,695 | $2.48M | 0.03% | −7,609−16.8% | Reduced |
| Pitcairn Co | 37,496 | $2.47M | 0.18% | +9,295+33.0% | Added |
| Foster & Motley Inc | 37,489 | $2.47M | 0.18% | −2,662−6.6% | Reduced |
| Trustmark National Bank Trust Department | 37,384 | $2.46M | 0.22% | +2,623+7.5% | Added |
| Lazard Asset Management LLC | 37,117 | $2.44M | 0.00% | −748,505−95.3% | Reduced |
| Schechter Investment Advisors, LLC | 36,827 | $2.42M | 0.21% | −8,186−18.2% | Reduced |
| Earnest Partners LLC | 36,239 | $2.38M | 0.01% | −827−2.2% | Reduced |
| Private Advisor Group, LLC | 35,945 | $2.37M | 0.02% | −4,417−10.9% | Reduced |
| Brown Advisory Inc | 35,865 | $2.36M | 0.00% | −85−0.2% | Reduced |
| Snowden Capital Advisors LLC | 35,847 | $2.36M | 0.09% | −2,788−7.2% | Reduced |
| Quadrant Capital Group LLC | 35,529 | $2.34M | 0.20% | +2,365+7.1% | Added |
| Sierra Capital LLC | 35,056 | $2.31M | 0.34% | +63+0.2% | Added |
| Quinn Opportunity Partners LLC | 35,046 | $2.31M | 0.27% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 35,041 | $2.31M | 0.41% | +2,590+8.0% | Added |
| Bahl & Gaynor Inc | 34,850 | $2.29M | 0.01% | −1,000−2.8% | Reduced |
| Portland Global Advisors LLC | 34,263 | $2.25M | 0.34% | −8,720−20.3% | Reduced |
| BBR Partners, LLC | 33,866 | $2.23M | 0.23% | +709+2.1% | Added |
| AE Wealth Management LLC | 34,836 | $2.20M | 0.01% | −2,776−7.4% | Reduced |
| TD Private Client Wealth LLC | 33,176 | $2.18M | 0.08% | −819−2.4% | Reduced |
| SeaCrest Wealth Management, LLC | 32,858 | $2.16M | 0.27% | −3,474−9.6% | Reduced |
| GFS Advisors, LLC | 32,456 | $2.14M | 0.31% | −2,572−7.3% | Reduced |
| Leavell Investment Management, Inc. | 32,448 | $2.13M | 0.14% | +699+2.2% | Added |
| Mitchell Capital Management Co | 32,391 | $2.13M | 0.45% | −512−1.6% | Reduced |
| HB Wealth Management, LLC | 31,922 | $2.10M | 0.03% | −7,632−19.3% | Reduced |
| Simmons Bank | 31,843 | $2.10M | 0.17% | −200−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 31,751 | $2.09M | 0.37% | −840−2.6% | Reduced |
| Leibman Financial Services, Inc. | 31,747 | $2.09M | 1.74% | +31,747 | New |
| Burney Co | 30,823 | $2.03M | 0.09% | −845−2.7% | Reduced |
| Valeo Financial Advisors, LLC | 30,681 | $2.02M | 0.08% | −3,574−10.4% | Reduced |
| Forum Financial Management, LP | 30,519 | $2.01M | 0.04% | +4,181+15.9% | Added |
| Haverford Trust Co | 30,485 | $2.01M | 0.02% | −361−1.2% | Reduced |
| Portside Wealth Group, LLC | 30,480 | $2.01M | 0.37% | −769−2.5% | Reduced |
| Cannell Peter B & Co Inc | 30,329 | $2.00M | 0.06% | −9,301−23.5% | Reduced |
| Umb Bank N A | 30,253 | $1.99M | 0.03% | +555+1.9% | Added |
| State Street Corp | 30,222 | $1.99M | 0.00% | +3,727+14.1% | Added |
| Prudential Financial Inc | 30,149 | $1.98M | 0.00% | +1,151+4.0% | Added |
| Advisory Services Network, LLC | 30,018 | $1.98M | 0.05% | −4,249−12.4% | Reduced |
| Advanced Portfolio Management, LLC | 30,000 | $1.97M | 2.08% | +30,000 | New |
| Stolper Co | 28,525 | $1.88M | 0.76% | −1,348−4.5% | Reduced |
| Credit Capital Investments LLC | 28,500 | $1.88M | 2.61% | −1,500−5.0% | Reduced |
| Game Creek Capital, LP | 28,250 | $1.86M | 1.07% | −2,375−7.8% | Reduced |
| Sendero Wealth Management, LLC | 28,183 | $1.85M | 0.35% | +1,386+5.2% | Added |
| Boston Private Wealth LLC | 28,171 | $1.85M | 0.05% | −2,603−8.5% | Reduced |
| Wellington Shields Capital Management, LLC | 27,825 | $1.83M | 0.23% | +7,500+36.9% | Added |
| Gotham Asset Management, LLC | 27,759 | $1.83M | 0.03% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 27,749 | $1.83M | 0.17% | −652−2.3% | Reduced |
| NewEdge Wealth, LLC | 27,499 | $1.81M | 0.05% | +716+2.7% | Added |
| Waters Parkerson & Co., LLC | 27,481 | $1.81M | 0.10% | −6,750−19.7% | Reduced |
| Coppell Advisory Solutions LLC | 27,359 | $1.80M | 0.36% | +7,153+35.4% | Added |
| Park National Corp | 27,345 | $1.80M | 0.07% | +1,293+5.0% | Added |
| Perigon Wealth Management, LLC | 27,305 | $1.80M | 0.06% | −219−0.8% | Reduced |
| Tandem Capital Management Corp | 27,026 | $1.78M | 1.10% | −220−0.8% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.77M | 0.94% | 00.0% | Unchanged |
| Rhumbline Advisers | 26,781 | $1.76M | 0.00% | −342−1.3% | Reduced |
| Highland Capital Management, LLC | 26,754 | $1.76M | 0.11% | −750−2.7% | Reduced |
| Cowa, LLC | 26,642 | $1.75M | 1.09% | +43+0.2% | Added |