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 |
|---|---|---|---|---|---|
| Clarus Group, Inc. | 6,464 | $425.4K | 0.32% | −3,191−33.1% | Reduced |
| Alliance Wealth Advisors, LLC | 6,444 | $424.0K | 0.14% | −1,051−14.0% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $424.0K | 0.25% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 6,433 | $423.3K | 0.09% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,430 | $423.0K | 0.01% | +182+2.9% | Added |
| Patten & Patten Inc | 6,398 | $421.0K | 0.03% | +1,440+29.0% | Added |
| Hanson & Doremus Investment Management | 6,386 | $420.0K | 0.08% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 6,365 | $418.8K | 0.21% | +6,365 | New |
| Insight 2811, Inc. | 6,355 | $418.2K | 0.23% | −100−1.5% | Reduced |
| Adviser Investments LLC | 6,348 | $417.7K | 0.01% | +6,348 | New |
| Principle Wealth Partners LLC | 6,334 | $416.8K | 0.04% | +100+1.6% | Added |
| Sage Mountain Advisors LLC | 6,322 | $416.0K | 0.05% | −135−2.1% | Reduced |
| Aspen Grove Capital, LLC | 6,291 | $415.9K | 0.13% | +281+4.7% | Added |
| EverSource Wealth Advisors, LLC | 6,298 | $414.4K | 0.04% | +2,311+58.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,180 | $413.6K | 0.00% | −815−11.7% | Reduced |
| AlphaQ Advisors LLC | 6,235 | $410.3K | 0.28% | −1,026−14.1% | Reduced |
| Element Wealth, LLC | 6,227 | $409.7K | 0.26% | −470−7.0% | Reduced |
| Farmers Trust Co | 6,210 | $408.6K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,200 | $408.0K | 0.04% | +21+0.3% | Added |
| One Wealth Advisors, LLC | 6,195 | $407.6K | 0.08% | +6,195 | New |
| Cubic Asset Management, LLC | 6,180 | $406.6K | 0.10% | −50−0.8% | Reduced |
| Sittner & Nelson, LLC | 6,178 | $406.5K | 0.22% | −98−1.6% | Reduced |
| Mattern Wealth Management LLC | 6,177 | $406.4K | 0.10% | +402+7.0% | Added |
| AIMZ Investment Advisors, LLC | 6,175 | $406.3K | 0.16% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 6,149 | $404.6K | 0.02% | −76−1.2% | Reduced |
| Alpha Omega Wealth Management LLC | 6,100 | $401.4K | 0.07% | +80+1.3% | Added |
| Independence Bank of Kentucky | 6,083 | $400.3K | 0.14% | −200−3.2% | Reduced |
| GeoWealth Management, LLC | 6,065 | $399.0K | 0.03% | +6,065 | New |
| Probity Advisors, Inc. | 6,049 | $398.0K | 0.09% | +214+3.7% | Added |
| Anchor Investment Management, LLC | 6,047 | $397.9K | 0.05% | −435−6.7% | Reduced |
| Hamel Associates, Inc. | 6,050 | $397.8K | 0.14% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 6,043 | $397.7K | 0.17% | +6,043 | New |
| Sheaff Brock Investment Advisors, LLC | 6,037 | $397.2K | 0.04% | −900−13.0% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $394.8K | 0.05% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 6,000 | $394.8K | 0.03% | +6,000 | New |
| Beacon Capital Management, LLC | 6,111 | $393.4K | 0.11% | −44−0.7% | Reduced |
| Texas Capital Bancshares Inc | 5,959 | $392.1K | 0.21% | −84−1.4% | Reduced |
| Ledyard National Bank | 5,892 | $387.7K | 0.04% | −611−9.4% | Reduced |
| Fidelis Capital Partners, LLC | 5,882 | $387.0K | 0.09% | +1,764+42.8% | Added |
| Personal Cfo Solutions, LLC | 5,860 | $385.7K | 0.07% | +597+11.3% | Added |
| Ethic Inc. | 5,858 | $385.5K | 0.01% | +761+14.9% | Added |
| Norden Group LLC | 5,805 | $382.0K | 0.07% | −860−12.9% | Reduced |
| Tevis Investment Management | 5,804 | $381.9K | 0.35% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,976 | $381.9K | 0.25% | +39+0.7% | Added |
| Avestar Capital, LLC | 5,800 | $381.6K | 0.05% | −734−11.2% | Reduced |
| Rehmann Capital Advisory Group | 5,780 | $380.4K | 0.03% | −606−9.5% | Reduced |
| Harmony Asset Management LLC | 5,768 | $379.6K | 0.16% | +5,768 | New |
| Naples Global Advisors, LLC | 5,762 | $379.1K | 0.04% | −75−1.3% | Reduced |
| Sentry LLC | 5,760 | $379.0K | 0.08% | −1,800−23.8% | Reduced |
| Eagle Harbor Asset Management Inc | 5,755 | $378.7K | 0.44% | −316−5.2% | Reduced |
| Seven Mile Advisory | 5,749 | $378.3K | 0.33% | +916+19.0% | Added |
| Modera Wealth Management, LLC | 5,736 | $377.4K | 0.01% | +736+14.7% | Added |
| Triasima Portfolio Management inc. | 5,720 | $376.4K | 0.03% | +1,715+42.8% | Added |
| WSFS Capital Management, LLC | 5,700 | $375.1K | 0.02% | −2,400−29.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,695 | $374.7K | 0.18% | −14−0.2% | Reduced |
| Sigma Planning Corp | 5,644 | $371.4K | 0.03% | −13,245−70.1% | Reduced |
| Atlantic Union Bankshares Corp | 5,637 | $370.9K | 0.03% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,618 | $369.7K | 0.04% | +10.0% | Added |
| Laidlaw Wealth Management LLC | 5,589 | $367.8K | 0.13% | −30−0.5% | Reduced |
| Crestwood Advisors Group LLC | 5,563 | $366.1K | 0.01% | +33+0.6% | Added |
| Eastern Bank | 5,550 | $365.2K | 0.02% | +5,550 | New |
| Parkside Financial Bank & Trust | 5,533 | $364.1K | 0.07% | +128+2.4% | Added |
| Berkeley Capital Partners, LLC | 5,519 | $363.2K | 0.12% | −38−0.7% | Reduced |
| Essex Savings Bank | 5,513 | $362.7K | 0.11% | +1,651+42.7% | Added |
| Atlas Capital Advisors LLC | 5,504 | $362.2K | 0.05% | +1,166+26.9% | Added |
| Congress Wealth Management LLC | 5,444 | $358.3K | 0.01% | +5,444 | New |
| Outlook Wealth Advisors, LLC | 5,441 | $358.0K | 0.13% | −37−0.7% | Reduced |
| Stratos Wealth Advisors, LLC | 5,435 | $357.6K | 0.02% | −358−6.2% | Reduced |
| Lunt Capital Management, Inc. | 5,422 | $356.8K | 0.18% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 5,414 | $356.2K | 0.15% | +5,414 | New |
| Dynamic Technology Lab Private Ltd | 5,394 | $355.0K | 0.04% | +5,394 | New |
| Prelude Capital Management, LLC | 5,393 | $354.9K | 0.03% | +5,393 | New |
| Aveo Capital Partners, LLC | 5,376 | $353.7K | 0.04% | +896+20.0% | Added |
| Blue Chip Partners, Inc. | 5,345 | $351.7K | 0.04% | +13+0.2% | Added |
| Investors Asset Management of Georgia Inc | 5,325 | $350.4K | 0.18% | −200−3.6% | Reduced |
| Greenfield Savings Bank | 5,298 | $348.6K | 0.20% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,281 | $347.5K | 0.08% | −5,281−50.0% | Reduced |
| Aries Wealth Management | 5,269 | $346.7K | 0.12% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,243 | $345.0K | 0.16% | −250−4.6% | Reduced |
| Bridges Investment Management Inc | 5,236 | $344.5K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 5,231 | $344.2K | 0.20% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,229 | $344.1K | 0.12% | +279+5.6% | Added |
| Chicago Capital, LLC | 5,190 | $341.5K | 0.01% | +526+11.3% | Added |
| Cedar Brook Financial Partners, LLC | 5,366 | $339.1K | 0.08% | +1,408+35.6% | Added |
| Stoneridge Investment Partners LLC | 5,145 | $339.0K | 0.14% | 00.0% | Unchanged |
| Holistic Planning, LLC | 5,094 | $335.2K | 0.28% | +5,094 | New |
| SevenBridge Financial Group, LLC | 5,084 | $334.5K | 0.08% | −50−1.0% | Reduced |
| Apeiron RIA LLC | 5,084 | $334.5K | 0.10% | −30−0.6% | Reduced |
| Summit X, LLC | 5,072 | $333.7K | 0.10% | +828+19.5% | Added |
| Prio Wealth Limited Partnership | 5,067 | $333.4K | 0.01% | −707−12.2% | Reduced |
| Confluence Wealth Services, Inc. | 5,052 | $332.4K | 0.04% | −232−4.4% | Reduced |
| Wealthsource Partners, LLC | 5,027 | $330.8K | 0.02% | −457−8.3% | Reduced |
| Tucker Asset Management LLC | 5,011 | $329.7K | 0.08% | +685+15.8% | Added |
| Abacus Planning Group, Inc. | 5,003 | $329.2K | 0.07% | +169+3.5% | Added |
| Hardman Johnston Global Advisors LLC | 5,000 | $329.0K | 0.01% | −800−13.8% | Reduced |
| RBF Capital, LLC | 5,000 | $329.0K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,998 | $328.9K | 0.12% | +4,998 | New |
| Lawson Kroeker Investment Management Inc | 4,975 | $327.4K | 0.07% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $326.9K | 0.07% | +800+19.2% | Added |
| Founders Capital Management, LLC | 4,962 | $326.5K | 0.07% | 00.0% | Unchanged |