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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2024: 1,345 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2024: $22.6B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2023.

Institutions holding SHEL in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hallmark Capital Management Inc0$180.00%0Unchanged
Manchester Capital Management LLC2$1350.00%+2New
Valued Wealth Advisors LLC6$4270.00%00.0%Unchanged
Global Assets Advisory, LLC34,096$5020.02%+34,096New
Gould Capital, LLC10$6700.00%00.0%Unchanged
Covestor Ltd10$1.00K0.00%00.0%Unchanged
LRI Investments, LLC16$1.07K0.00%+16New
MeadowBrook Investment Advisors LLC17$1.14K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC22$1.48K0.00%00.0%Unchanged
Caitlin John, LLC23$1.54K0.00%00.0%Unchanged
DAGCO, Inc.30$2.01K0.00%+30New
Quintet Private Bank (Europe) S.A.27$2.13K0.00%−5−15.6%Reduced
Cassady Schiller Wealth Management, LLC42$2.82K0.00%+42New
Tradewinds Capital Management, LLC43$2.88K0.00%00.0%Unchanged
ClariVest Asset Management LLC44$2.94K0.00%+2+4.8%Added
Ameritas Investment Partners, Inc.44$2.98K0.00%00.0%Unchanged
Cutler Group LP45$3.00K0.00%+45New
Raffa Wealth Management, LLC49$3.29K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$3.35K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$3.62K0.00%00.0%Unchanged
Abound Wealth Management56$3.75K0.00%00.0%Unchanged
Cranbrook Wealth Management, LLC60$4.02K0.00%00.0%Unchanged
Bell Investment Advisors, Inc61$4.09K0.00%00.0%Unchanged
Byrne Asset Management LLC64$4.29K0.00%00.0%Unchanged
Piscataqua Savings Bank66$4.42K0.00%00.0%Unchanged
SJS Investment Consulting Inc.66$4.42K0.00%+66New
Winch Advisory Services, LLC67$4.49K0.00%+1+1.5%Added
Annis Gardner Whiting Capital Advisors, LLC68$4.56K0.00%−75−52.4%Reduced
Wetzel Investment Advisors, Inc.66$4.69K0.00%00.0%Unchanged
Quent Capital, LLC72$4.83K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc79$5.30K0.00%+79New
Syntax Research, Inc.83$5.57K0.00%00.0%Unchanged
Main Street Group, LTD83$5.64K0.00%+83New
DHJJ Financial Advisors, Ltd.90$6.03K0.00%00.0%Unchanged
Breakwater Investment Management96$6.44K0.00%+96New
Cape Investment Advisory, Inc.100$6.70K0.00%−268−72.8%Reduced
Evermay Wealth Management LLC100$6.70K0.00%−100−50.0%Reduced
FSA Wealth Management LLC100$6.70K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$6.70K0.00%00.0%Unchanged
PSI Advisors, LLC102$6.84K0.00%00.0%Unchanged
MB, Levis & Associates, LLC102$6.84K0.00%+1+1.0%Added
Red Tortoise LLC103$6.91K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.104$6.95K0.00%−519−83.3%Reduced
DecisionPoint Financial, LLC100$7.33K0.00%+100New
TruNorth Capital Management, LLC113$7.58K0.00%+113New
Bullock Wealth Management Group113$7.67K0.01%+113New
Larson Financial Group LLC116$7.78K0.00%−207−64.1%Reduced
Plante Moran Financial Advisors, LLC116$7.80K0.00%−119−50.6%Reduced
Rakuten Securities, Inc.119$7.98K0.00%+102+600.0%Added
Valley National Advisers Inc130$8.00K0.00%−283−68.5%Reduced
Keener Financial Planning LLC107$8.00K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC139$9.15K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC140$9.39K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.142$9.52K0.00%00.0%Unchanged
Retirement Group, LLC146$9.79K0.00%00.0%Unchanged
Global Trust Asset Management, LLC150$10.1K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.150$10.1K0.00%00.0%Unchanged
Barometer Capital Management Inc.149$10.7K0.00%+149New
Avondale Wealth Management173$11.6K0.01%+173New
CGC Financial Services, LLC186$12.5K0.01%00.0%Unchanged
Country Trust Bank188$12.6K0.00%+115+157.5%Added
Kathleen S. Wright Associates Inc.189$12.7K0.01%00.0%Unchanged
Global Wealth Strategies & Associates190$12.7K0.00%+190New
Vermillion & White Wealth Management Group, LLC193$12.9K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC196$13.1K0.00%00.0%Unchanged
Ramirez Asset Management, Inc.200$13.4K0.00%−186,579−99.9%Reduced
Costello Asset Management, INC200$13.4K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$13.4K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$13.4K0.01%00.0%Unchanged
Future Financial Wealth Managment LLC200$13.4K0.01%+200New
Truvestments Capital LLC207$13.9K0.01%−700−77.2%Reduced
Private Ocean, LLC207$13.9K0.00%+207New
VitalStone Financial, LLC205$14.0K0.01%−200−49.4%Reduced
Front Row Advisors LLC211$14.1K0.01%+211New
Sofos Investments, Inc.213$14.2K0.00%+166+353.2%Added
FRG Family Wealth Advisors LLC200$14.3K0.00%+200New
Centennial Bank215$14.4K0.01%00.0%Unchanged
Central Bank & Trust Co230$15.4K0.00%00.0%Unchanged
Frazier Financial Advisors, LLC234$15.7K0.01%+161+220.5%Added
Oliver Lagore Vanvalin Investment Group241$16.2K0.00%00.0%Unchanged
Atwood & Palmer Inc247$16.6K0.00%+15+6.5%Added
Impact Partnership Wealth, LLC250$16.8K0.01%−56−18.3%Reduced
Dogwood Wealth Management LLC252$16.9K0.01%+3+1.2%Added
Kelly Financial Services LLC257$17.3K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC258$17.3K0.02%+258New
First United Bank Trust265$17.8K0.01%00.0%Unchanged
Hoese & Co LLP300$18.8K0.02%00.0%Unchanged
Pacifica Partners Inc.286$19.3K0.01%−50−14.9%Reduced
Carolinas Wealth Consulting LLC295$19.8K0.00%00.0%Unchanged
Centerpoint Advisors, LLC300$20.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC300$20.0K0.02%00.0%Unchanged
Godsey & Gibb Associates300$20.1K0.00%00.0%Unchanged
Stephens Consulting, LLC300$20.1K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division302$20.5K0.00%+302New
Bank of New Hampshire310$20.8K0.01%00.0%Unchanged
Silicon Valley Capital Partners314$21.1K0.00%+3+1.0%Added
Register Financial Advisors LLC321$21.5K0.01%+321New
Tacita Capital Inc323$21.7K0.02%00.0%Unchanged
HighMark Wealth Management LLC324$21.7K0.01%+3+0.9%Added
Sugarloaf Wealth Management, LLC324$21.7K0.00%+2+0.6%Added