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, Q1 2024
Institutional positions in Shell plc as of Mar 31, 2024. 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
- 1,345
- +47 vs. Q4 2023
- Shares held
- 336.9M
- +8.18M (+2.5%) vs. Q4 2023
- Total value
- $22.6B
- +$964.7M (+4.5%) vs. Q4 2023
- New holders
- 122
- 502 more added
- Sold out
- 75
- 458 more reduced
17 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 47,799,659 | $3.20B | 0.22% | +5,665,677+13.4% | Added |
| Fisher Asset Management, LLC | 23,412,174 | $1.57B | 0.73% | +588,947+2.6% | Added |
| Dimensional Fund Advisors LP | 22,625,768 | $1.52B | 0.41% | +13,933+0.1% | Added |
| Eagle Capital Management LLC | 15,882,173 | $1.06B | 4.12% | −606,851−3.7% | Reduced |
| Orbis Allan Gray Ltd | 10,321,798 | $692.0M | 4.15% | +1,737,907+20.2% | Added |
| Morgan Stanley | 9,990,361 | $669.8M | 0.05% | +1,055,155+11.8% | Added |
| Bank of America Corp | 9,627,411 | $645.4M | 0.06% | +540,667+6.0% | Added |
| BlackRock Inc. | 8,827,397 | $591.8M | 0.01% | −102,603−1.1% | Reduced |
| Wellington Management Group LLP | 8,243,957 | $552.7M | 0.10% | −215,894−2.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,874,205 | $460.8M | 1.54% | +509,717+8.0% | Added |
| Price T Rowe Associates Inc | 6,715,078 | $450.2M | 0.06% | +772,736+13.0% | Added |
| Franklin Resources Inc | 6,279,239 | $421.0M | 0.13% | +105,588+1.7% | Added |
| Millennium Management LLC | 5,145,522 | $345.0M | 0.29% | +900,307+21.2% | Added |
| 40 North Management LLC | 5,125,000 | $343.6M | 22.93% | +275,000+5.7% | Added |
| Mawer Investment Management Ltd. | 5,098,763 | $341.8M | 1.59% | −226,513−4.3% | Reduced |
| Goldman Sachs Group Inc | 4,370,313 | $293.0M | 0.06% | +61,545+1.4% | Added |
| D. E. Shaw & Co., Inc. | 4,235,707 | $284.0M | 0.36% | +3,826,480+935.1% | Added |
| Pzena Investment Management LLC | 3,893,439 | $261.0M | 0.90% | −4,652−0.1% | Reduced |
| Royal Bank of Canada | 3,641,161 | $244.1M | 0.06% | −66,807−1.8% | Reduced |
| Holocene Advisors, LP | 3,568,238 | $239.2M | 0.88% | +3,008,150+537.1% | Added |
| Rockefeller Capital Management L.P. | 3,368,667 | $225.8M | 0.66% | +114,806+3.5% | Added |
| Lord, Abbett & Co. LLC | 3,043,113 | $204.0M | 0.66% | −420,832−12.1% | Reduced |
| Point72 Asset Management, L.P. | 2,805,749 | $188.1M | 0.55% | +424,088+17.8% | Added |
| Northern Trust Corp | 2,712,975 | $181.9M | 0.03% | +18,409+0.7% | Added |
| Pale Fire Capital SE | 2,641,092 | $177.1M | 24.68% | +323,789+14.0% | Added |
| Nuveen Asset Management, LLC | 2,591,265 | $173.6M | 0.05% | −404,038−13.5% | Reduced |
| Wells Fargo & Company | 2,555,348 | $171.3M | 0.05% | −4,365−0.2% | Reduced |
| Amundi | 2,344,496 | $166.5M | 0.07% | −273,890−10.5% | Reduced |
| Westwood Global Investments, LLC | 2,446,144 | $164.0M | 7.47% | +28,818+1.2% | Added |
| Mondrian Investment Partners LTD | 2,187,872 | $146.7M | 2.01% | +993,342+83.2% | Added |
| Envestnet Asset Management Inc | 2,112,227 | $141.6M | 0.05% | +19,769+0.9% | Added |
| Invesco Ltd. | 2,025,938 | $135.8M | 0.03% | +25,593+1.3% | Added |
| Capital Research Global Investors | 2,013,784 | $135.0M | 0.03% | +2,076+0.1% | Added |
| Balyasny Asset Management LLC | 1,899,783 | $127.4M | 0.33% | +1,368,630+257.7% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $124.6M | 0.11% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,834,891 | $123.0M | 0.40% | −4700.0% | Reduced |
| Stifel Financial Corp | 1,817,328 | $121.8M | 0.14% | −166,109−8.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,616,408 | $108.4M | 0.10% | −7,943,080−83.1% | Reduced |
| Mackenzie Financial Corp | 1,572,795 | $105.4M | 0.15% | −153,451−8.9% | Reduced |
| Alyeska Investment Group, L.P. | 1,483,061 | $99.4M | 0.62% | +1,483,061 | New |
| Brandes Investment Partners, LP | 1,437,840 | $96.4M | 1.24% | +314,957+28.0% | Added |
| Silvercrest Asset Management Group LLC | 1,433,382 | $96.1M | 0.65% | −1,144−0.1% | Reduced |
| Natixis Advisors, L.P. | 1,416,426 | $95.0M | 0.22% | −98,543−6.5% | Reduced |
| JPMorgan Chase & Co | 1,401,386 | $93.9M | 0.01% | −41,338−2.9% | Reduced |
| Alliancebernstein L.P. | 1,328,405 | $89.1M | 0.03% | −32,388−2.4% | Reduced |
| UBS Group AG | 1,286,050 | $86.2M | 0.03% | −47,329−3.5% | Reduced |
| Todd Asset Management LLC | 1,209,019 | $81.1M | 1.66% | −191,480−13.7% | Reduced |
| Merewether Investment Management, LP | 1,129,964 | $75.8M | 4.03% | −142,684−11.2% | Reduced |
| Energy Income Partners, LLC | 1,118,729 | $75.0M | 1.53% | +107,219+10.6% | Added |
| Jennison Associates LLC | 1,102,249 | $73.9M | 0.05% | −25,967−2.3% | Reduced |
| Brandywine Global Investment Management, LLC | 1,064,554 | $71.4M | 0.52% | +64,492+6.4% | Added |
| Raymond James & Associates | 1,024,623 | $68.7M | 0.05% | +34,735+3.5% | Added |
| Van Eck Associates Corp | 989,538 | $66.3M | 0.10% | +57,488+6.2% | Added |
| Equity Investment Corp | 988,509 | $66.3M | 1.66% | +71,302+7.8% | Added |
| Pacer Advisors, Inc. | 979,664 | $65.7M | 0.15% | +73,939+8.2% | Added |
| Letko, Brosseau & Associates Inc | 887,077 | $59.5M | 1.03% | −4,695−0.5% | Reduced |
| Boston Partners | 849,905 | $57.0M | 0.07% | −89,189−9.5% | Reduced |
| Douglas Lane & Associates, LLC | 849,480 | $56.9M | 0.80% | −66,161−7.2% | Reduced |
| Bank of Montreal | 843,328 | $56.6M | 0.03% | +348,435+70.4% | Added |
| CIBC Private Wealth Group, LLC | 810,544 | $55.1M | 0.11% | −589,642−42.1% | Reduced |
| Skye Global Management LP | 764,000 | $51.2M | 1.22% | +753,500+7,176.2% | Added |
| Russell Investments Group, Ltd. | 746,367 | $50.0M | 0.08% | +47,924+6.9% | Added |
| Teachers Retirement System of the State of Kentucky | 736,170 | $49.4M | 0.44% | −85,200−10.4% | Reduced |
| American Century Companies Inc | 733,860 | $49.2M | 0.03% | +52,519+7.7% | Added |
| Thrivent Financial for Lutherans | 717,866 | $48.1M | 0.10% | +150,166+26.5% | Added |
| Voloridge Investment Management, LLC | 710,023 | $47.6M | 0.17% | +710,023 | New |
| LPL Financial LLC | 688,594 | $46.2M | 0.02% | +24,061+3.6% | Added |
| Bank of New York Mellon Corp | 673,134 | $45.1M | 0.01% | −1,450,166−68.3% | Reduced |
| The PNC Financial Services Group, Inc. | 664,428 | $44.5M | 0.03% | −27,411−4.0% | Reduced |
| Senator Investment Group LP | 638,047 | $42.8M | 1.95% | +638,047 | New |
| Two Sigma Investments, LP | 606,506 | $40.7M | 0.10% | +580,506+2,232.7% | Added |
| Ameriprise Financial Inc | 561,895 | $37.7M | 0.01% | +9,551+1.7% | Added |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $37.3M | 0.88% | 00.0% | Unchanged |
| Macquarie Group Ltd | 555,336 | $37.2M | 0.04% | −70,464−11.3% | Reduced |
| Causeway Capital Management LLC | 541,229 | $36.3M | 0.95% | +32,662+6.4% | Added |
| Penn Davis McFarland Inc | 524,524 | $35.2M | 5.45% | −16,885−3.1% | Reduced |
| Great Lakes Advisors, LLC | 508,225 | $34.1M | 0.29% | −7,233−1.4% | Reduced |
| HighTower Advisors, LLC | 501,854 | $33.6M | 0.05% | −6,136−1.2% | Reduced |
| Neuberger Berman Group LLC | 494,045 | $33.1M | 0.03% | −6,485−1.3% | Reduced |
| Kornitzer Capital Management Inc | 481,726 | $32.3M | 0.59% | +79,226+19.7% | Added |
| Yaupon Capital Management LP | 462,345 | $31.0M | 2.68% | −206,000−30.8% | Reduced |
| Commonwealth Equity Services, LLC | 461,296 | $30.9M | 0.05% | +96,953+26.6% | Added |
| Cullen Capital Management LLC | 452,286 | $30.3M | 0.34% | +170,910+60.7% | Added |
| CI Private Wealth, LLC | 447,044 | $30.0M | 0.05% | −156,552−25.9% | Reduced |
| TruWealth Advisors, LLC | 422,877 | $28.3M | 1.98% | +7,132+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 421,727 | $28.3M | 0.07% | −13,443−3.1% | Reduced |
| Gabelli Funds LLC | 414,400 | $27.8M | 0.20% | −5,000−1.2% | Reduced |
| Foundry Partners, LLC | 393,890 | $26.4M | 1.41% | +12,201+3.2% | Added |
| CIBC World Markets Inc. | 377,859 | $25.3M | 0.07% | −46,298−10.9% | Reduced |
| Verition Fund Management LLC | 376,881 | $25.3M | 0.24% | −60,543−13.8% | Reduced |
| First Eagle Investment Management, LLC | 373,483 | $25.0M | 0.06% | +55,783+17.6% | Added |
| Huber Capital Management LLC | 373,189 | $25.0M | 5.63% | +48,600+15.0% | Added |
| Nicola Wealth Management Ltd. | 357,000 | $23.9M | 2.32% | −15,000−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 351,036 | $23.5M | 0.03% | −2,984−0.8% | Reduced |
| Davidson Kempner Capital Management LP | 350,046 | $23.5M | 0.35% | +350,046 | New |
| Cresset Asset Management, LLC | 348,136 | $23.3M | 0.11% | +11,534+3.4% | Added |
| Qube Research & Technologies Ltd | 347,139 | $23.3M | 0.04% | +12,779+3.8% | Added |
| Hikari Power Ltd | 341,900 | $22.9M | 1.97% | 00.0% | Unchanged |
| Harding Loevner LP | 341,714 | $22.9M | 0.14% | −2,336,229−87.2% | Reduced |
| US Bancorp | 338,934 | $22.7M | 0.03% | −76,955−18.5% | Reduced |