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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 21,840 | $1.46M | 0.14% | +2,662+13.9% | Added |
| Excalibur Management Corp | 21,856 | $1.47M | 0.62% | +938+4.5% | Added |
| MAI Capital Management | 21,893 | $1.47M | 0.02% | +350+1.6% | Added |
| Kelly Lawrence W & Associates Inc | 22,023 | $1.48M | 0.34% | +1,600+7.8% | Added |
| HRT Financial LP | 22,145 | $1.48M | 0.01% | +22,145 | New |
| Hantz Financial Services, Inc. | 22,336 | $1.50M | 0.03% | −468−2.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,507 | $1.51M | 0.35% | −100−0.4% | Reduced |
| GM Advisory Group, Inc. | 22,556 | $1.51M | 0.11% | +1,231+5.8% | Added |
| Sowell Financial Services LLC | 22,606 | $1.51M | 0.07% | +2,702+13.6% | Added |
| Wesbanco Bank Inc | 22,684 | $1.52M | 0.06% | +4,951+27.9% | Added |
| Lowe Brockenbrough & Co Inc | 22,783 | $1.53M | 0.10% | −2,115−8.5% | Reduced |
| Eldred Rock Partners, LLC | 22,859 | $1.53M | 0.84% | +938+4.3% | Added |
| apricus wealth, LLC | 22,940 | $1.54M | 1.08% | +5,285+29.9% | Added |
| Caption Management, LLC | 23,000 | $1.54M | 0.17% | +23,000 | New |
| American Capital Advisory, LLC | 26,974 | $1.55M | 1.35% | +5,398+25.0% | Added |
| Checchi Capital Advisers, LLC | 23,351 | $1.57M | 0.12% | +116+0.5% | Added |
| King Luther Capital Management Corp | 23,417 | $1.57M | 0.01% | +142+0.6% | Added |
| Mesirow Financial Investment Management, Inc. | 23,745 | $1.59M | 0.04% | +5,549+30.5% | Added |
| Altman Advisors, Inc. | 23,437 | $1.59M | 0.77% | +1,049+4.7% | Added |
| HF Advisory Group, LLC | 24,140 | $1.62M | 0.91% | +812+3.5% | Added |
| Chilton Capital Management LLC | 24,187 | $1.62M | 0.08% | +1,044+4.5% | Added |
| Howe & Rusling Inc | 24,197 | $1.62M | 0.16% | +94+0.4% | Added |
| Johnson Investment Counsel Inc | 24,260 | $1.63M | 0.02% | −426−1.7% | Reduced |
| SCP Investment, LP | 24,300 | $1.63M | 1.02% | +1,500+6.6% | Added |
| Iams Wealth Management, LLC | 26,124 | $1.63M | 1.00% | +1,342+5.4% | Added |
| Financial Counselors Inc | 24,543 | $1.65M | 0.03% | −1,288−5.0% | Reduced |
| Two Sigma Securities, LLC | 24,983 | $1.67M | 0.08% | +21,836+693.9% | Added |
| Systrade AG | 25,000 | $1.68M | 2.03% | 00.0% | Unchanged |
| PFG Investments, LLC | 25,002 | $1.68M | 0.10% | +15,009+150.2% | Added |
| Cullen Investment Group, Ltd. | 24,202 | $1.69M | 0.27% | −621−2.5% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.72M | 0.30% | 00.0% | Unchanged |
| Cowa, LLC | 25,715 | $1.72M | 1.02% | −927−3.5% | Reduced |
| Avidian Wealth Solutions, LLC | 25,886 | $1.74M | 0.09% | +2,465+10.5% | Added |
| Central Trust Co | 25,894 | $1.74M | 0.04% | −429−1.6% | Reduced |
| HighPoint Advisor Group LLC | 23,613 | $1.75M | 0.12% | +397+1.7% | Added |
| Regatta Capital Group, LLC | 26,173 | $1.75M | 0.39% | +539+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 26,743 | $1.79M | 0.58% | +153+0.6% | Added |
| Highland Capital Management, LLC | 26,754 | $1.79M | 0.10% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 27,048 | $1.81M | 0.15% | −10,336−27.6% | Reduced |
| SpiderRock Advisors, LLC | 27,578 | $1.82M | 0.06% | +27,578 | New |
| Leavell Investment Management, Inc. | 27,340 | $1.83M | 0.11% | −5,108−15.7% | Reduced |
| Sentinel Trust Co Lba | 27,520 | $1.84M | 0.24% | +14,000+103.6% | Added |
| Tandem Capital Management Corp | 27,592 | $1.85M | 1.05% | +566+2.1% | Added |
| Game Creek Capital, LP | 27,625 | $1.85M | 1.00% | −625−2.2% | Reduced |
| Gotham Asset Management, LLC | 27,759 | $1.86M | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 27,825 | $1.87M | 0.35% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 28,145 | $1.89M | 0.10% | +664+2.4% | Added |
| Credit Capital Investments LLC | 28,500 | $1.91M | 2.36% | 00.0% | Unchanged |
| Stolper Co | 28,648 | $1.92M | 0.69% | +123+0.4% | Added |
| HSBC Holdings PLC | 28,921 | $1.94M | 0.00% | +13,757+90.7% | Added |
| Park National Corp | 29,008 | $1.94M | 0.07% | +1,663+6.1% | Added |
| Brooks, Moore & Associates, Inc. | 29,118 | $1.95M | 1.25% | +5,315+22.3% | Added |
| Portland Global Advisors LLC | 29,223 | $1.96M | 0.27% | −5,040−14.7% | Reduced |
| Roberts Wealth Advisors, LLC | 27,376 | $1.97M | 0.74% | +802+3.0% | Added |
| TD Private Client Wealth LLC | 29,459 | $1.97M | 0.06% | −3,717−11.2% | Reduced |
| National Asset Management, Inc. | 30,899 | $1.99M | 0.05% | +4,364+16.4% | Added |
| Harbour Investment Management LLC | 29,765 | $2.00M | 0.94% | +4,110+16.0% | Added |
| HB Wealth Management, LLC | 29,807 | $2.00M | 0.03% | −2,115−6.6% | Reduced |
| Haverford Trust Co | 29,915 | $2.01M | 0.02% | −570−1.9% | Reduced |
| State Street Corp | 30,237 | $2.03M | 0.00% | +150.0% | Added |
| Recurrent Investment Advisors LLC | 77,082 | $2.03M | 0.24% | +77,082 | New |
| Perigon Wealth Management, LLC | 30,287 | $2.03M | 0.06% | +2,982+10.9% | Added |
| Portside Wealth Group, LLC | 30,710 | $2.06M | 0.38% | +230+0.8% | Added |
| Simmons Bank | 31,488 | $2.11M | 0.16% | −355−1.1% | Reduced |
| Montag A & Associates Inc | 31,501 | $2.11M | 0.11% | −9,640−23.4% | Reduced |
| Leibman Financial Services, Inc. | 31,629 | $2.12M | 1.63% | −118−0.4% | Reduced |
| Coppell Advisory Solutions Corp. | 31,679 | $2.12M | 0.40% | +31,679 | New |
| Inspire Trust Co, N.A. | 31,939 | $2.14M | 1.20% | +14,900+87.4% | Added |
| Rhumbline Advisers | 31,964 | $2.14M | 0.00% | +5,183+19.4% | Added |
| SeaCrest Wealth Management, LLC | 31,993 | $2.14M | 0.26% | −865−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 29,425 | $2.15M | 0.08% | −1,256−4.1% | Reduced |
| Burney Co | 32,118 | $2.15M | 0.08% | +1,295+4.2% | Added |
| Susquehanna International Securities, Ltd. | 32,273 | $2.16M | 0.86% | −12,999−28.7% | Reduced |
| Octavia Wealth Advisors, LLC | 32,324 | $2.17M | 0.32% | +573+1.8% | Added |
| Advisory Services Network, LLC | 32,431 | $2.17M | 0.05% | +2,413+8.0% | Added |
| GFS Advisors, LLC | 32,456 | $2.18M | 0.36% | 00.0% | Unchanged |
| Forum Financial Management, LP | 32,458 | $2.18M | 0.04% | +1,939+6.4% | Added |
| Foster & Motley Inc | 32,602 | $2.19M | 0.15% | −4,887−13.0% | Reduced |
| Spears Abacus Advisors LLC | 32,709 | $2.19M | 0.05% | +32,709 | New |
| Mitchell Capital Management Co | 33,787 | $2.27M | 0.43% | +1,396+4.3% | Added |
| Wambolt & Associates, LLC | 33,552 | $2.28M | 0.68% | +12,594+60.1% | Added |
| NewEdge Wealth, LLC | 31,644 | $2.28M | 0.05% | +4,145+15.1% | Added |
| Pettyjohn, Wood & White, Inc | 34,079 | $2.28M | 0.45% | +9,059+36.2% | Added |
| Prosperity Consulting Group, LLC | 34,200 | $2.29M | 0.29% | +34,200 | New |
| Jefferies Financial Group Inc. | 34,750 | $2.33M | 0.05% | −25,555−42.4% | Reduced |
| Sequoia Financial Advisors, LLC | 34,848 | $2.34M | 0.03% | −28,217−44.7% | Reduced |
| Bahl & Gaynor Inc | 34,850 | $2.34M | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34,893 | $2.34M | 0.18% | −636−1.8% | Reduced |
| Quinn Opportunity Partners LLC | 35,046 | $2.35M | 0.27% | 00.0% | Unchanged |
| Sierra Capital LLC | 35,058 | $2.35M | 0.31% | +20.0% | Added |
| Lakeview Capital Partners, LLC | 35,100 | $2.35M | 0.38% | +59+0.2% | Added |
| GWM Advisors LLC | 35,425 | $2.37M | 0.02% | −10,409−22.7% | Reduced |
| BBR Partners, LLC | 35,607 | $2.39M | 0.19% | +1,741+5.1% | Added |
| Madison Asset Management, LLC | 35,754 | $2.40M | 0.03% | −11,631−24.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 35,757 | $2.40M | 0.32% | −69,520−66.0% | Reduced |
| Private Advisor Group, LLC | 35,982 | $2.41M | 0.02% | +37+0.1% | Added |
| Earnest Partners LLC | 36,051 | $2.42M | 0.01% | −188−0.5% | Reduced |
| Jarislowsky, Fraser Ltd | 36,327 | $2.44M | 0.01% | −3,650−9.1% | Reduced |
| First Hawaiian Bank | 36,445 | $2.44M | 0.08% | −2,416−6.2% | Reduced |
| HAP Trading, LLC | 37,441 | $2.51M | 0.78% | +37,441 | New |