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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 8,449 | $555.9K | 0.01% | +788+10.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $552.2K | 0.01% | 00.0% | Unchanged |
| Trust Point Inc. | 8,387 | $551.9K | 0.05% | +8,387 | New |
| Allworth Financial LP | 8,358 | $550.0K | 0.00% | +127+1.5% | Added |
| Philadelphia Trust Co | 8,350 | $549.0K | 0.05% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 8,265 | $544.7K | 0.55% | −600−6.8% | Reduced |
| Ignite Planners, LLC | 8,256 | $544.2K | 0.16% | +21+0.3% | Added |
| Albert D Mason Inc | 8,233 | $542.0K | 0.36% | −226−2.7% | Reduced |
| Broadwater Capital Management LLC | 8,207 | $540.0K | 0.42% | +8,207 | New |
| Gallacher Capital Management LLC | 8,204 | $539.8K | 0.30% | −39−0.5% | Reduced |
| Harbour Investments, Inc. | 8,105 | $533.3K | 0.02% | +333+4.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,050 | $529.7K | 0.17% | +40+0.5% | Added |
| Grimes & Company, Inc. | 8,043 | $529.2K | 0.02% | +439+5.8% | Added |
| Catalytic Wealth RIA, LLC | 7,957 | $523.6K | 0.24% | +7,957 | New |
| First Foundation Advisors | 7,955 | $523.5K | 0.02% | +1,008+14.5% | Added |
| Simon Quick Advisors, LLC | 7,952 | $523.2K | 0.05% | −404−4.8% | Reduced |
| Ellerson Group Inc | 7,951 | $523.2K | 0.45% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 7,901 | $519.9K | 0.04% | +1,434+22.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 7,891 | $519.2K | 0.00% | −12,840−61.9% | Reduced |
| Alhambra Investment Partners LLC | 7,891 | $519.2K | 0.31% | 00.0% | Unchanged |
| Motco | 7,830 | $515.2K | 0.03% | +4,588+141.5% | Added |
| Leo Wealth, LLC | 7,921 | $514.5K | 0.05% | +7,921 | New |
| RMB Capital Management, LLC | 7,812 | $514.0K | 0.02% | +699+9.8% | Added |
| Crescent Grove Advisors, LLC | 7,798 | $513.1K | 0.06% | +3,269+72.2% | Added |
| Lindbrook Capital, LLC | 7,792 | $512.7K | 0.05% | +692+9.7% | Added |
| Strategic Planning Group, LLC | 7,770 | $511.3K | 0.17% | +7,770 | New |
| Westwood Holdings Group Inc. | 7,770 | $511.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7,763 | $510.8K | 0.47% | +7,763 | New |
| Beverly Hills Private Wealth, LLC | 7,706 | $507.0K | 0.13% | +2,478+47.4% | Added |
| Bartlett & Co. LLC | 7,745 | $507.0K | 0.01% | −426−5.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,745 | $506.9K | 0.01% | −426−5.2% | Reduced |
| Gables Capital Management Inc. | 7,690 | $506.0K | 0.31% | −50−0.6% | Reduced |
| Wedmont Private Capital | 7,822 | $505.5K | 0.04% | +1,151+17.3% | Added |
| New Republic Capital, LLC | 7,680 | $505.3K | 0.36% | +1,212+18.7% | Added |
| StrongBox Wealth, LLC | 7,672 | $504.8K | 0.29% | +648+9.2% | Added |
| BKD Wealth Advisors, LLC | 7,613 | $500.9K | 0.01% | +690+10.0% | Added |
| Sivia Capital Partners, LLC | 7,605 | $500.4K | 0.38% | +7,605 | New |
| Cullinan Associates Inc | 7,600 | $500.1K | 0.03% | +3,529+86.7% | Added |
| Parsons Capital Management Inc | 7,598 | $499.9K | 0.04% | −322−4.1% | Reduced |
| Wallace Advisory Group, LLC | 7,745 | $498.6K | 0.39% | −771−9.1% | Reduced |
| Ausdal Financial Partners, Inc. | 7,521 | $494.9K | 0.06% | +328+4.6% | Added |
| Farther Finance Advisors, LLC | 7,502 | $493.7K | 0.04% | +4,645+162.6% | Added |
| Romano Brothers and Company | 7,484 | $492.4K | 0.07% | −1,219−14.0% | Reduced |
| Coulter & Justus Financial Services, LLC | 7,431 | $489.0K | 0.33% | +8+0.1% | Added |
| Argent Trust Co | 7,394 | $486.5K | 0.02% | −683−8.5% | Reduced |
| Cardiff Park Advisors, LLC | 7,393 | $486.5K | 0.05% | +63+0.9% | Added |
| Transcend Wealth Collective, LLC | 7,365 | $484.6K | 0.04% | −616−7.7% | Reduced |
| Fox Run Management, L.L.C. | 7,354 | $483.9K | 0.12% | +7,354 | New |
| Drive Wealth Management, LLC | 7,349 | $483.5K | 0.16% | −121−1.6% | Reduced |
| Cozad Asset Management Inc | 7,345 | $483.3K | 0.06% | −110−1.5% | Reduced |
| Vaughan David Investments LLC | 7,276 | $479.0K | 0.01% | +183+2.6% | Added |
| Koshinski Asset Management, Inc. | 7,226 | $475.5K | 0.07% | −9,163−55.9% | Reduced |
| Plancorp, LLC | 7,204 | $474.1K | 0.02% | −1,706−19.1% | Reduced |
| Wealthstream Advisors, Inc. | 7,190 | $473.1K | 0.20% | +1,122+18.5% | Added |
| Stonegate Investment Group, LLC | 7,179 | $472.4K | 0.02% | −341−4.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 7,177 | $472.2K | 0.00% | +293+4.3% | Added |
| StrategIQ Financial Group, LLC | 7,152 | $470.6K | 0.05% | −273−3.7% | Reduced |
| Venture Visionary Partners LLC | 7,152 | $470.6K | 0.02% | −770−9.7% | Reduced |
| Lebenthal Global Advisors, LLC | 7,117 | $468.3K | 0.11% | +7,117 | New |
| Choate Investment Advisors | 7,101 | $467.2K | 0.01% | −441−5.8% | Reduced |
| West Oak Capital, LLC | 7,305 | $466.0K | 0.22% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,064 | $464.8K | 0.03% | +830+13.3% | Added |
| Chemistry Wealth Management LLC | 7,032 | $462.7K | 0.14% | +505+7.7% | Added |
| Eight 31 Financial LLC | 7,027 | $462.4K | 0.28% | +7,027 | New |
| Change Path, LLC | 7,017 | $461.0K | 0.03% | −474−6.3% | Reduced |
| Wealthcare Advisory Partners LLC | 7,000 | $460.6K | 0.02% | −5,600−44.4% | Reduced |
| Transform Wealth, LLC | 6,984 | $459.5K | 0.04% | +239+3.5% | Added |
| Rossmore Private Capital | 6,981 | $459.4K | 0.06% | +39+0.6% | Added |
| Rothschild Investment LLC | 6,966 | $458.4K | 0.04% | +6,966 | New |
| Summit Financial Group Inc | 6,960 | $458.0K | 0.18% | −65−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,876 | $452.4K | 0.03% | +243+3.7% | Added |
| Headinvest, LLC | 6,852 | $450.9K | 0.09% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,883 | $450.5K | 0.11% | +854+14.2% | Added |
| Baxter Bros Inc | 6,845 | $450.4K | 0.06% | −150−2.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,834 | $449.7K | 0.18% | −4−0.1% | Reduced |
| Squarepoint Ops LLC | 6,817 | $448.6K | 0.00% | +3,137+85.2% | Added |
| LMCG Investments, LLC | 6,798 | $447.3K | 0.03% | −20.0% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,765 | $445.1K | 0.14% | −1,440−17.6% | Reduced |
| NTV Asset Management LLC | 6,757 | $444.6K | 0.07% | −1,001−12.9% | Reduced |
| Apexium Financial, LP | 6,736 | $443.2K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,725 | $442.5K | 0.02% | 00.0% | Unchanged |
| Covenant Partners, LLC | 6,673 | $439.1K | 0.14% | −1,332−16.6% | Reduced |
| Westmount Partners, LLC | 6,673 | $439.1K | 0.18% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 6,672 | $439.0K | 0.05% | +3,336+100.0% | Added |
| InTrack Investment Management Inc | 6,657 | $438.0K | 0.33% | −189−2.8% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,651 | $437.6K | 0.12% | +288+4.5% | Added |
| Steel Peak Wealth Management LLC | 6,648 | $437.4K | 0.03% | −154−2.3% | Reduced |
| Founders Financial Alliance, LLC | 6,597 | $434.1K | 0.17% | −379−5.4% | Reduced |
| First National Trust Co | 6,597 | $434.1K | 0.02% | +71+1.1% | Added |
| Centaurus Financial, Inc. | 6,602 | $434.0K | 0.03% | +771+13.2% | Added |
| Bank Ozk | 6,584 | $433.2K | 0.21% | +6,584 | New |
| AlTi Global, Inc. | 6,561 | $431.7K | 0.01% | +6,561 | New |
| Baron Wealth Management LLC | 6,543 | $430.5K | 0.24% | +308+4.9% | Added |
| Moody National Bank Trust Division | 6,535 | $430.0K | 0.03% | −371−5.4% | Reduced |
| Jacobi Capital Management LLC | 6,522 | $429.2K | 0.04% | −375−5.4% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $427.7K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $427.7K | 0.08% | 00.0% | Unchanged |
| Cambridge Trust Co | 6,495 | $427.4K | 0.02% | −455−6.5% | Reduced |
| Retirement Guys Formula LLC | 6,955 | $427.1K | 0.23% | −1,033−12.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,490 | $427.0K | 0.08% | −1,588−19.7% | Reduced |