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 |
|---|---|---|---|---|---|
| First Horizon Advisors, Inc. | 11,359 | $747.4K | 0.02% | −374−3.2% | Reduced |
| Syon Capital LLC | 11,345 | $746.5K | 0.08% | +802+7.6% | Added |
| Flagship Harbor Advisors, LLC | 11,205 | $737.3K | 0.05% | −38−0.3% | Reduced |
| GW Henssler & Associates Ltd | 11,167 | $734.8K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,142 | $733.0K | 0.01% | +6,070+119.7% | Added |
| Hancock Whitney Corp | 11,127 | $732.2K | 0.03% | −2,117−16.0% | Reduced |
| Archetype Wealth Partners | 11,021 | $725.0K | 0.13% | −179−1.6% | Reduced |
| Glen Eagle Advisors, LLC | 10,995 | $723.5K | 0.15% | +221+2.1% | Added |
| Williamson Legacy Group, LLC | 10,899 | $717.2K | 0.66% | +10,899 | New |
| Investors Research Corp | 10,857 | $714.4K | 0.17% | −300−2.7% | Reduced |
| Bradley Foster & Sargent Inc | 10,830 | $712.6K | 0.01% | −299−2.7% | Reduced |
| Eagle Asset Management Inc | 10,762 | $708.1K | 0.00% | −459−4.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,759 | $708.0K | 0.00% | −160−1.5% | Reduced |
| Proequities, Inc. | 10,747 | $707.2K | 0.05% | −676−5.9% | Reduced |
| Brookstone Capital Management | 10,680 | $702.7K | 0.01% | −63−0.6% | Reduced |
| WESPAC Advisors, LLC | 10,605 | $697.8K | 0.48% | −196−1.8% | Reduced |
| Victory Capital Management Inc | 10,558 | $694.7K | 0.00% | −17,217−62.0% | Reduced |
| Finivi Inc. | 10,551 | $694.3K | 0.68% | +10,551 | New |
| Private Trust Co NA | 10,532 | $693.0K | 0.08% | +1,348+14.7% | Added |
| Ironsides Asset Advisors, LLC | 10,528 | $692.7K | 0.30% | −474−4.3% | Reduced |
| Skye Global Management LP | 10,500 | $690.9K | 0.02% | −461,500−97.8% | Reduced |
| Meridian Wealth Management, LLC | 10,478 | $689.4K | 0.04% | −8,460−44.7% | Reduced |
| Schnieders Capital Management LLC | 10,460 | $688.3K | 0.15% | −350−3.2% | Reduced |
| Henry James International Management, Inc. | 10,387 | $683.5K | 0.26% | −885−7.9% | Reduced |
| 9258 Wealth Management, LLC | 10,386 | $683.4K | 0.12% | +14+0.1% | Added |
| DFPG Investments, LLC | 10,139 | $678.6K | 0.05% | −1,109−9.9% | Reduced |
| Coldstream Capital Management Inc | 10,306 | $678.1K | 0.02% | +1,032+11.1% | Added |
| Empower Advisory Group, LLC | 10,282 | $676.6K | 0.00% | +15+0.1% | Added |
| Welch & Forbes LLC | 10,219 | $672.4K | 0.01% | −30.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,187 | $670.3K | 0.00% | −77,462−88.4% | Reduced |
| Intrust Bank NA | 10,161 | $668.6K | 0.08% | +1,092+12.0% | Added |
| National Philanthropic Trust | 10,148 | $667.7K | 0.02% | +10,148 | New |
| John G Ullman & Associates Inc | 10,100 | $664.6K | 0.11% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,055 | $661.6K | 0.12% | +30.0% | Added |
| Bank of Hawaii | 10,026 | $659.7K | 0.04% | −686−6.4% | Reduced |
| Northwest Capital Management Inc | 10,000 | $658.0K | 0.22% | 00.0% | Unchanged |
| Caas Capital Management LP | 10,000 | $658.0K | 0.62% | +10,000 | New |
| PFG Investments, LLC | 9,993 | $657.5K | 0.12% | −1,026−9.3% | Reduced |
| Twin Tree Management, LP | 9,953 | $654.9K | 0.01% | +9,953 | New |
| Ballentine Partners, LLC | 9,946 | $654.4K | 0.01% | +3,964+66.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,936 | $653.0K | 0.01% | +1,645+19.8% | Added |
| Penbrook Management LLC | 9,900 | $651.4K | 0.44% | −200−2.0% | Reduced |
| Wrapmanager Inc | 9,895 | $651.1K | 0.19% | +755+8.3% | Added |
| TCG Advisory Services, LLC | 9,885 | $650.4K | 0.05% | +5,792+141.5% | Added |
| Schulhoff & Co Inc | 9,837 | $647.3K | 0.31% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,812 | $645.6K | 0.20% | +43+0.4% | Added |
| Balentine LLC | 9,809 | $645.5K | 0.02% | −2,447−20.0% | Reduced |
| W Advisors, LLC | 9,764 | $642.5K | 0.48% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 9,744 | $641.2K | 0.03% | +812+9.1% | Added |
| NBC Securities, Inc. | 9,731 | $640.0K | 0.06% | −1,304−11.8% | Reduced |
| Ameritas Advisory Services, LLC | 9,941 | $639.9K | 0.04% | +252+2.6% | Added |
| Circle Wealth Management, LLC | 9,695 | $637.9K | 0.02% | −615−6.0% | Reduced |
| Smithfield Trust Co | 9,674 | $637.0K | 0.04% | −530−5.2% | Reduced |
| Pictet Bank & Trust Ltd | 9,670 | $636.3K | 0.64% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,670 | $636.3K | 0.17% | +154+1.6% | Added |
| NBT Bank N A | 9,632 | $633.8K | 0.05% | +1,782+22.7% | Added |
| Verdence Capital Advisors LLC | 9,628 | $633.5K | 0.06% | −6,147−39.0% | Reduced |
| Caldwell Trust Co | 9,588 | $630.9K | 0.08% | +5,606+140.8% | Added |
| Fruth Investment Management | 9,548 | $628.0K | 0.18% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $626.8K | 0.00% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,522 | $626.5K | 0.23% | +67+0.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $626.1K | 0.43% | 00.0% | Unchanged |
| Camden Capital, LLC | 9,513 | $625.9K | 0.06% | +9,513 | New |
| TCTC Holdings, LLC | 9,466 | $622.9K | 0.02% | +2,892+44.0% | Added |
| Gradient Investments LLC | 9,457 | $622.3K | 0.02% | −769−7.5% | Reduced |
| Gamco Investors, Inc. Et Al | 9,394 | $618.1K | 0.01% | −4,373−31.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,373 | $616.7K | 0.06% | −37,331−79.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,369 | $616.4K | 0.10% | −218−2.3% | Reduced |
| Elevated Capital Advisors, LLC | 9,259 | $609.2K | 0.19% | −200−2.1% | Reduced |
| Eagle Rock Investment Company, LLC | 9,250 | $608.6K | 0.12% | −900−8.9% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $608.6K | 0.03% | +2,000+27.6% | Added |
| Harrell Investment Partners, LLC | 9,215 | $606.4K | 0.19% | +92+1.0% | Added |
| First Wilshire Securities Management Inc | 9,174 | $604.0K | 0.20% | 00.0% | Unchanged |
| Trust Co of Vermont | 9,178 | $603.9K | 0.04% | −726−7.3% | Reduced |
| 180 Wealth Advisors, LLC | 9,139 | $602.4K | 0.12% | +97+1.1% | Added |
| Resurgent Financial Advisors LLC | 9,149 | $602.0K | 0.37% | +22+0.2% | Added |
| Baldwin Investment Management, LLC | 9,029 | $594.1K | 0.09% | 00.0% | Unchanged |
| Private Capital Management, LLC | 9,024 | $593.8K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,013 | $593.1K | 0.02% | +9,013 | New |
| North Star Investment Management Corp. | 9,000 | $592.2K | 0.05% | −150−1.6% | Reduced |
| Estabrook Capital Management | 8,935 | $587.9K | 0.10% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 8,900 | $585.6K | 0.43% | +8,900 | New |
| Diversified Trust Co | 8,899 | $585.6K | 0.02% | −656−6.9% | Reduced |
| Kovack Advisors, Inc. | 8,861 | $583.0K | 0.07% | −2,021−18.6% | Reduced |
| Karpas Strategies, LLC | 8,852 | $582.5K | 0.19% | 00.0% | Unchanged |
| Citadel Advisors LLC | 8,843 | $581.9K | 0.00% | −45,028−83.6% | Reduced |
| Select Asset Management & Trust | 8,824 | $581.0K | 0.29% | 00.0% | Unchanged |
| Saturna Capital CORP | 8,799 | $579.0K | 0.01% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,798 | $578.9K | 0.09% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,758 | $576.3K | 0.05% | −67−0.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,719 | $573.5K | 0.01% | −2,100−19.4% | Reduced |
| RSM US Wealth Management LLC | 8,713 | $573.3K | 0.02% | +1,172+15.5% | Added |
| Harbour Capital Advisors, LLC | 8,507 | $569.4K | 0.16% | +1,325+18.4% | Added |
| Ronald Blue Trust, Inc. | 8,834 | $569.0K | 0.01% | −596−6.3% | Reduced |
| Spire Wealth Management | 9,308 | $568.8K | 0.02% | +114+1.2% | Added |
| Diligent Investors, LLC | 8,628 | $567.7K | 0.16% | −900−9.4% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $566.7K | 0.22% | 00.0% | Unchanged |
| PDS Planning, Inc | 8,540 | $561.9K | 0.06% | +462+5.7% | Added |
| Boston Family Office LLC | 8,502 | $559.0K | 0.04% | −78−0.9% | Reduced |
| Inscription Capital, LLC | 8,485 | $558.3K | 0.15% | −100−1.2% | Reduced |