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 |
|---|---|---|---|---|---|
| Lester Murray Antman dba SimplyRich | 26,590 | $1.75M | 0.60% | +50.0% | Added |
| National Asset Management, Inc. | 26,535 | $1.75M | 0.05% | −4,364−14.1% | Reduced |
| Vident Advisory, LLC | 26,479 | $1.74M | 0.04% | +2,602+10.9% | Added |
| Central Trust Co | 26,323 | $1.73M | 0.05% | +12,946+96.8% | Added |
| Flow Traders U.S. LLC | 26,192 | $1.72M | 0.05% | −4,712−15.2% | Reduced |
| Capital Wealth Planning, LLC | 26,160 | $1.72M | 0.02% | +11,040+73.0% | Added |
| Penserra Capital Management LLC | 26,160 | $1.72M | 0.03% | +11,040+73.0% | Added |
| Two Sigma Investments, LP | 26,000 | $1.71M | 0.00% | −58−0.2% | Reduced |
| Financial Counselors Inc | 25,831 | $1.70M | 0.03% | −4,948−16.1% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.69M | 0.32% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 25,655 | $1.69M | 0.88% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 25,634 | $1.69M | 0.44% | +59+0.2% | Added |
| Pettyjohn, Wood & White, Inc | 25,020 | $1.65M | 0.36% | +8,953+55.7% | Added |
| Systrade AG | 25,000 | $1.65M | 1.48% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 24,898 | $1.64M | 0.13% | +1,410+6.0% | Added |
| Cullen Investment Group, Ltd. | 24,823 | $1.63M | 0.29% | +24,823 | New |
| Grace & White Inc | 24,816 | $1.63M | 0.29% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 24,782 | $1.63M | 1.05% | −2,721−9.9% | Reduced |
| Johnson Investment Counsel Inc | 24,686 | $1.62M | 0.02% | +3,103+14.4% | Added |
| Howe & Rusling Inc | 24,103 | $1.59M | 0.17% | −29−0.1% | Reduced |
| FDx Advisors, Inc. | 23,936 | $1.57M | 0.12% | +1,455+6.5% | Added |
| HighPoint Advisor Group LLC | 23,216 | $1.56M | 0.11% | +23,216 | New |
| Susquehanna International Group, LLP | 23,762 | $1.56M | 0.00% | −48,464−67.1% | Reduced |
| Stratos Wealth Partners, LTD. | 23,430 | $1.54M | 0.03% | +1,068+4.8% | Added |
| Avidian Wealth Solutions, LLC | 23,421 | $1.54M | 0.10% | +1,281+5.8% | Added |
| Community Bank of Raymore | 23,400 | $1.54M | 0.68% | −2,000−7.9% | Reduced |
| HF Advisory Group, LLC | 23,328 | $1.53M | 0.98% | −920−3.8% | Reduced |
| King Luther Capital Management Corp | 23,275 | $1.53M | 0.01% | +225+1.0% | Added |
| Checchi Capital Advisers, LLC | 23,235 | $1.53M | 0.12% | +2,215+10.5% | Added |
| Chilton Capital Management LLC | 23,143 | $1.52M | 0.08% | −28−0.1% | Reduced |
| Howland Capital Management LLC | 23,000 | $1.51M | 0.08% | −400−1.7% | Reduced |
| Hantz Financial Services, Inc. | 22,804 | $1.50M | 0.03% | −932−3.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 22,779 | $1.50M | 0.19% | +455+2.0% | Added |
| Ipswich Investment Management Co., Inc. | 22,607 | $1.49M | 0.38% | −50−0.2% | Reduced |
| SCP Investment, LP | 22,800 | $1.48M | 1.18% | +4,000+21.3% | Added |
| Altman Advisors, Inc. | 22,388 | $1.47M | 0.77% | +333+1.5% | Added |
| Old National Bancorp | 22,162 | $1.46M | 0.04% | −1,817−7.6% | Reduced |
| KLR Investment Advisors, LLC | 22,102 | $1.45M | 1.05% | +22,102 | New |
| Eldred Rock Partners, LLC | 21,921 | $1.44M | 0.92% | +21,921 | New |
| Sanibel Captiva Trust Company, Inc. | 21,692 | $1.43M | 0.05% | +21,692 | New |
| Mission Wealth Management, LP | 21,678 | $1.43M | 0.05% | +3,215+17.4% | Added |
| American Capital Advisory, LLC | 21,576 | $1.42M | 1.01% | +21,576 | New |
| MAI Capital Management | 21,543 | $1.42M | 0.02% | +1,185+5.8% | Added |
| Barry Investment Advisors, LLC | 21,480 | $1.41M | 0.48% | −2,419−10.1% | Reduced |
| GM Advisory Group, Inc. | 21,325 | $1.40M | 0.11% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 21,184 | $1.39M | 0.66% | +224+1.1% | Added |
| Wambolt & Associates, LLC | 20,958 | $1.38M | 0.45% | +5,189+32.9% | Added |
| Crescent Sterling, Ltd. | 20,947 | $1.38M | 1.37% | −411−1.9% | Reduced |
| Excalibur Management Corp | 20,918 | $1.38M | 0.65% | +137+0.7% | Added |
| Herold Advisors, Inc. | 20,898 | $1.38M | 0.38% | +78+0.4% | Added |
| Stock Yards Bank & Trust Co | 20,513 | $1.35M | 0.05% | −1,801−8.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 20,423 | $1.34M | 0.32% | −2,000−8.9% | Reduced |
| Great Lakes Retirement, Inc. | 20,280 | $1.33M | 0.22% | +20,280 | New |
| Ieq Capital, LLC | 20,203 | $1.33M | 0.02% | +639+3.3% | Added |
| Hartree Partners, LP | 20,160 | $1.33M | 0.48% | +20,160 | New |
| Red Spruce Capital, LLC | 20,143 | $1.33M | 0.68% | +70+0.3% | Added |
| SAL Trading, LLC | 20,122 | $1.32M | 6.45% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 20,117 | $1.32M | 0.07% | −2,641−11.6% | Reduced |
| Greenleaf Trust | 20,058 | $1.32M | 0.01% | +2,182+12.2% | Added |
| Quest Investment Management LLC | 20,000 | $1.32M | 0.17% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 20,000 | $1.32M | 0.02% | +4,000+25.0% | Added |
| Beese Fulmer Investment Management, Inc. | 19,994 | $1.32M | 0.14% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 19,904 | $1.31M | 0.07% | −104−0.5% | Reduced |
| Pingora Partners LLC | 19,845 | $1.31M | 1.16% | +19,845 | New |
| WealthTrust Axiom LLC | 19,588 | $1.29M | 0.43% | −206−1.0% | Reduced |
| Israel Discount Bank of New York | 19,539 | $1.29M | 1.01% | −46−0.2% | Reduced |
| Concurrent Investment Advisors, LLC | 19,426 | $1.28M | 0.06% | +19,426 | New |
| Wedbush Securities Inc | 19,173 | $1.26M | 0.06% | +279+1.5% | Added |
| Atomi Financial Group, Inc. | 19,178 | $1.26M | 0.17% | +15,344+400.2% | Added |
| Whittier Trust Co of Nevada Inc | 19,142 | $1.26M | 0.04% | +113+0.6% | Added |
| Independent Advisor Alliance | 18,907 | $1.24M | 0.04% | −343−1.8% | Reduced |
| West Family Investments, Inc. | 18,791 | $1.24M | 0.42% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18,669 | $1.23M | 0.91% | +92+0.5% | Added |
| Whittier Trust Co | 18,580 | $1.22M | 0.02% | −1,006−5.1% | Reduced |
| Vise Technologies, Inc. | 18,500 | $1.22M | 0.26% | +1,024+5.9% | Added |
| IFP Advisors, Inc | 18,409 | $1.21M | 0.06% | +141+0.8% | Added |
| Hunter Associates Investment Management LLC | 18,317 | $1.21M | 0.22% | −1,500−7.6% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.20M | 0.36% | +18,290 | New |
| Prime Capital Investment Advisors, LLC | 18,256 | $1.20M | 0.02% | +4,437+32.1% | Added |
| Shufro Rose & Co LLC | 18,650 | $1.20M | 0.11% | +200+1.1% | Added |
| Mesirow Financial Investment Management, Inc. | 18,196 | $1.20M | 0.04% | +18,196 | New |
| Manufacturers Life Insurance Company, The | 18,096 | $1.19M | 0.00% | −1,236−6.4% | Reduced |
| WNY Asset Management, LLC | 18,069 | $1.19M | 0.20% | −100−0.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 18,024 | $1.19M | 0.33% | −3,821−17.5% | Reduced |
| SOL Capital Management CO | 17,953 | $1.18M | 0.16% | −1,500−7.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,658 | $1.17M | 0.01% | −246−1.3% | Reduced |
| Glenview Trust Co | 17,837 | $1.17M | 0.03% | +48+0.3% | Added |
| Royal Fund Management, LLC | 17,804 | $1.17M | 0.15% | +869+5.1% | Added |
| Vestmark Advisory Solutions, Inc. | 17,778 | $1.17M | 0.06% | +611+3.6% | Added |
| Wesbanco Bank Inc | 17,733 | $1.17M | 0.07% | −5,940−25.1% | Reduced |
| Rafferty Asset Management, LLC | 17,730 | $1.17M | 0.00% | −18,787−51.4% | Reduced |
| apricus wealth, LLC | 17,655 | $1.16M | 0.89% | +1,775+11.2% | Added |
| Rodgers Brothers Inc. | 17,575 | $1.16M | 0.18% | −100−0.6% | Reduced |
| Auxier Asset Management | 17,566 | $1.16M | 0.19% | −815−4.4% | Reduced |
| Guggenheim Capital LLC | 17,532 | $1.15M | 0.01% | +36+0.2% | Added |
| Clearstead Advisors, LLC | 17,394 | $1.14M | 0.06% | +407+2.4% | Added |
| Donoghue Forlines LLC | 17,098 | $1.13M | 0.35% | +604+3.7% | Added |
| Inspire Trust Co, N.A. | 17,039 | $1.12M | 1.16% | +17,039 | New |
| Parallel Advisors, LLC | 16,978 | $1.12M | 0.03% | +238+1.4% | Added |
| Next Level Private LLC | 16,724 | $1.10M | 0.62% | +25+0.1% | Added |