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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 16,660 | $1.10M | 0.07% | −860−4.9% | Reduced |
| Hilltop Holdings Inc. | 16,621 | $1.09M | 0.12% | +379+2.3% | Added |
| Wealthspire Advisors, LLC | 16,352 | $1.08M | 0.02% | −175−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,292 | $1.07M | 0.04% | −265−1.6% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.07M | 0.07% | −169−1.0% | Reduced |
| Traynor Capital Management, Inc. | 16,238 | $1.07M | 0.12% | −527−3.1% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $1.07M | 0.17% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 16,049 | $1.06M | 0.02% | −11,675−42.1% | Reduced |
| Greystone Financial Group, LLC | 16,035 | $1.06M | 0.24% | −920−5.4% | Reduced |
| Profund Advisors LLC | 15,937 | $1.05M | 0.05% | +4,143+35.1% | Added |
| Principal Securities, Inc. | 15,935 | $1.05M | 0.04% | +15,935 | New |
| Marietta Investment Partners LLC | 15,924 | $1.05M | 0.26% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 15,683 | $1.03M | 0.04% | +4,232+37.0% | Added |
| Ingalls & Snyder LLC | 15,676 | $1.03M | 0.05% | −728−4.4% | Reduced |
| HBK Sorce Advisory LLC | 15,618 | $1.03M | 0.04% | −122−0.8% | Reduced |
| Clarius Group, LLC | 15,523 | $1.02M | 0.08% | +1,109+7.7% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.02M | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,410 | $1.01M | 0.01% | +3,462+29.0% | Added |
| Northeast Investment Management | 15,381 | $1.01M | 0.05% | +7,428+93.4% | Added |
| Absher Wealth Management, LLC | 15,313 | $1.01M | 0.15% | −110−0.7% | Reduced |
| Perpetual Ltd | 15,294 | $1.01M | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 15,164 | $997.8K | 0.00% | −7,831−34.1% | Reduced |
| Arete Wealth Advisors, LLC | 15,059 | $990.9K | 0.08% | −723−4.6% | Reduced |
| Coronation Fund Managers Ltd. | 15,020 | $988.3K | 0.03% | −6,375−29.8% | Reduced |
| Wealth Alliance | 14,997 | $986.8K | 0.14% | −283−1.9% | Reduced |
| Swiss Life Asset Management Ltd | 14,784 | $972.8K | 0.01% | −1,000−6.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,710 | $967.9K | 0.09% | 00.0% | Unchanged |
| Intrua Financial, LLC | 14,698 | $967.2K | 0.15% | −896−5.7% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $964.4K | 0.02% | −100−0.7% | Reduced |
| Confluence Investment Management LLC | 14,657 | $964.4K | 0.01% | −13−0.1% | Reduced |
| Banco de Sabadell, S.A | 14,611 | $964.0K | 0.73% | −38−0.3% | Reduced |
| Ellsworth Advisors, LLC | 14,616 | $961.7K | 0.30% | +1,259+9.4% | Added |
| Bogart Wealth, LLC | 14,514 | $955.1K | 0.05% | −3,279−18.4% | Reduced |
| American Financial Group Inc | 14,500 | $954.0K | 0.35% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,495 | $953.8K | 0.03% | −3,805−20.8% | Reduced |
| Navellier & Associates Inc | 14,479 | $952.7K | 0.14% | +29+0.2% | Added |
| Summit Global Investments | 14,441 | $950.0K | 0.06% | +10.0% | Added |
| Busey Wealth Management | 14,404 | $947.8K | 0.04% | −1,776−11.0% | Reduced |
| First National Bank of Omaha | 14,376 | $945.9K | 0.06% | −26−0.2% | Reduced |
| Puzo Michael J | 14,250 | $937.6K | 0.30% | 00.0% | Unchanged |
| Lincoln National Corp | 14,245 | $937.3K | 0.02% | +2,704+23.4% | Added |
| Chesley Taft & Associates LLC | 14,215 | $935.3K | 0.05% | −25−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 14,104 | $928.1K | 0.03% | −404−2.8% | Reduced |
| MidWestOne Financial Group, Inc. | 14,062 | $925.3K | 0.18% | −635−4.3% | Reduced |
| Sunbelt Securities, Inc. | 14,057 | $924.9K | 0.12% | +739+5.5% | Added |
| Arkadios Wealth Advisors | 14,012 | $922.0K | 0.08% | +463+3.4% | Added |
| Radnor Capital Management, LLC | 13,951 | $918.0K | 0.17% | −2,402−14.7% | Reduced |
| Courier Capital LLC | 13,143 | $917.2K | 0.07% | +5,885+81.1% | Added |
| Mairs & Power Inc | 13,920 | $915.9K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 13,748 | $904.6K | 0.00% | +890+6.9% | Added |
| Hayek Kallen Investment Management | 13,580 | $894.0K | 0.37% | −464−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,544 | $891.2K | 0.14% | −73−0.5% | Reduced |
| Sentinel Trust Co Lba | 13,520 | $890.0K | 0.12% | −28,000−67.4% | Reduced |
| Sage Rhino Capital LLC | 13,479 | $886.9K | 0.23% | −44−0.3% | Reduced |
| Legacy Financial Advisors, Inc. | 13,186 | $867.7K | 0.17% | +1,386+11.7% | Added |
| Dorsey & Whitney Trust CO LLC | 13,122 | $863.4K | 0.07% | −96−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 13,112 | $862.8K | 0.03% | −883−6.3% | Reduced |
| Lee Danner & Bass Inc | 13,096 | $862.0K | 0.07% | −3,949−23.2% | Reduced |
| Lake Street Advisors Group, LLC | 13,056 | $859.1K | 0.04% | −26−0.2% | Reduced |
| Eqis Capital Management, Inc. | 12,999 | $855.4K | 0.07% | −1,343−9.4% | Reduced |
| Tiaa Trust, National Association | 12,938 | $851.3K | 0.00% | −543−4.0% | Reduced |
| Mather Group, LLC. | 12,918 | $850.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,812 | $843.0K | 0.15% | −1,306−9.3% | Reduced |
| Texas Yale Capital Corp. | 12,758 | $839.5K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,755 | $838.4K | 0.03% | +354+2.9% | Added |
| Pacific Global Investment Management CO | 12,700 | $835.7K | 0.17% | +763+6.4% | Added |
| Shoker Investment Counsel, Inc. | 12,684 | $834.6K | 0.32% | +120+1.0% | Added |
| Dearborn Partners LLC | 12,681 | $834.4K | 0.03% | −1,927−13.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 12,672 | $833.8K | 0.09% | −13,236−51.1% | Reduced |
| EPG Wealth Management LLC | 13,142 | $833.5K | 0.22% | +13,142 | New |
| Hudson Portfolio Management LLC | 12,627 | $830.9K | 0.90% | −183−1.4% | Reduced |
| SYSTM Wealth Solutions LLC | 12,513 | $823.4K | 0.11% | −1,486−10.6% | Reduced |
| NVWM, LLC | 12,511 | $823.2K | 0.25% | −330−2.6% | Reduced |
| MONECO Advisors, LLC | 12,494 | $822.1K | 0.16% | +8,791+237.4% | Added |
| Farmers & Merchants Investments Inc | 12,420 | $817.2K | 0.03% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 12,360 | $813.3K | 0.03% | +252+2.1% | Added |
| Marks Group Wealth Management, Inc | 12,349 | $812.6K | 0.09% | −1,359−9.9% | Reduced |
| Waverton Investment Management Ltd | 12,248 | $805.9K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,240 | $805.4K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 12,189 | $803.0K | 0.00% | +77+0.6% | Added |
| Pin Oak Investment Advisors Inc | 12,196 | $802.0K | 0.81% | −75−0.6% | Reduced |
| Moneta Group Investment Advisors LLC | 12,169 | $800.7K | 0.02% | +1,061+9.6% | Added |
| DMG Group, LLC | 12,157 | $799.9K | 0.76% | −466−3.7% | Reduced |
| True Wealth Design, LLC | 12,113 | $797.0K | 0.22% | −674−5.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 12,062 | $793.7K | 0.39% | +12,062 | New |
| CAPROCK Group, Inc. | 12,048 | $792.8K | 0.05% | +107+0.9% | Added |
| J.W. Cole Advisors, Inc. | 12,021 | $791.0K | 0.05% | +1,878+18.5% | Added |
| James Investment Research Inc | 12,018 | $790.8K | 0.10% | +12,018 | New |
| Aull & Monroe Investment Management Corp | 11,947 | $786.1K | 0.39% | −202−1.7% | Reduced |
| EP Wealth Advisors, LLC | 11,946 | $786.0K | 0.01% | −2,150−15.3% | Reduced |
| First Manhattan Co | 11,919 | $784.3K | 0.00% | −223−1.8% | Reduced |
| Wade G W & Inc | 11,886 | $782.0K | 0.03% | +174+1.5% | Added |
| GFG Capital, LLC | 11,813 | $777.3K | 0.21% | −471−3.8% | Reduced |
| ETF Store, Inc. | 11,762 | $773.9K | 0.50% | +174+1.5% | Added |
| Great Diamond Partners, LLC | 11,716 | $770.9K | 0.19% | +967+9.0% | Added |
| Nwam LLC | 11,619 | $764.5K | 0.06% | +3,488+42.9% | Added |
| Capital Investment Advisors, LLC | 11,598 | $763.1K | 0.02% | −182−1.5% | Reduced |
| Independent Financial Group, LLC | 11,500 | $756.7K | 0.04% | +1,045+10.0% | Added |
| Retirement Planning Co of New England, Inc. | 11,437 | $752.6K | 0.34% | +1,058+10.2% | Added |
| Birmingham Capital Management Co Inc | 11,415 | $751.1K | 0.30% | −190−1.6% | Reduced |