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 |
|---|---|---|---|---|---|
| Pitcairn Co | 37,608 | $2.52M | 0.16% | +112+0.3% | Added |
| Seven Eight Capital, LP | 37,781 | $2.53M | 0.26% | −4,527−10.7% | Reduced |
| Schechter Investment Advisors, LLC | 37,862 | $2.54M | 0.19% | +1,035+2.8% | Added |
| Beacon Pointe Advisors, LLC | 37,912 | $2.54M | 0.03% | +217+0.6% | Added |
| Insigneo Advisory Services, LLC | 38,011 | $2.55M | 0.30% | +29+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 38,378 | $2.57M | 0.03% | −959−2.4% | Reduced |
| Mill Capital Management, LLC | 38,490 | $2.58M | 0.22% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 38,544 | $2.58M | 0.53% | 00.0% | Unchanged |
| Brown Advisory Inc | 38,573 | $2.59M | 0.00% | +2,708+7.6% | Added |
| Cullen/Frost Bankers, Inc. | 39,026 | $2.62M | 0.04% | −469−1.2% | Reduced |
| Advisors Management Group Inc | 39,094 | $2.62M | 0.65% | −1,452−3.6% | Reduced |
| Horan Capital Advisors, LLC. | 39,199 | $2.63M | 0.93% | +638+1.7% | Added |
| Chicago Trust Co NA | 39,255 | $2.63M | 0.54% | +189+0.5% | Added |
| United Capital Financial Advisers, LLC | 39,590 | $2.65M | 0.02% | −4,061−9.3% | Reduced |
| CIBC Asset Management Inc | 39,901 | $2.67M | 0.01% | +1,514+3.9% | Added |
| Integrated Wealth Concepts LLC | 40,011 | $2.68M | 0.04% | +677+1.7% | Added |
| Kanawha Capital Management LLC | 40,404 | $2.71M | 0.22% | −693−1.7% | Reduced |
| Continental Advisors LLC | 40,520 | $2.72M | 2.15% | −2,000−4.7% | Reduced |
| Snowden Capital Advisors LLC | 40,717 | $2.73M | 0.09% | +4,870+13.6% | Added |
| Altshuler Shaham Ltd | 41,480 | $2.78M | 0.11% | −9,024−17.9% | Reduced |
| Glass Wealth Management Co LLC | 43,453 | $2.91M | 1.78% | +43,453 | New |
| Kestra Private Wealth Services, LLC | 43,726 | $2.93M | 0.07% | +879+2.1% | Added |
| Rathbone Brothers plc | 43,768 | $2.93M | 0.02% | −517−1.2% | Reduced |
| Commerce Bank | 44,256 | $2.97M | 0.02% | −12,699−22.3% | Reduced |
| Gilman Hill Asset Management, LLC | 44,481 | $2.98M | 0.53% | +562+1.3% | Added |
| Lazard Asset Management LLC | 44,896 | $3.01M | 0.00% | +7,779+21.0% | Added |
| Marble Harbor Investment Counsel, LLC | 45,250 | $3.03M | 0.35% | −2,200−4.6% | Reduced |
| Advisors Asset Management, Inc. | 45,429 | $3.05M | 0.06% | +944+2.1% | Added |
| JCIC Asset Management Inc. | 45,504 | $3.05M | 1.26% | +375+0.8% | Added |
| Asio Capital, LLC | 45,800 | $3.07M | 0.65% | −9,335−16.9% | Reduced |
| Rodgers Brothers Inc. | 46,425 | $3.11M | 0.42% | +28,850+164.2% | Added |
| Moors & Cabot, Inc. | 46,503 | $3.12M | 0.17% | −257−0.5% | Reduced |
| CWM, LLC | 46,753 | $3.13M | 0.02% | −10,818−18.8% | Reduced |
| Regions Financial Corp | 47,045 | $3.15M | 0.02% | +3,515+8.1% | Added |
| Columbia Asset Management | 47,937 | $3.15M | 0.65% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 47,132 | $3.16M | 0.07% | −17,348−26.9% | Reduced |
| Cary Street Partners Asset Management LLC | 47,178 | $3.16M | 0.49% | −4,970−9.5% | Reduced |
| Americana Partners, LLC | 48,321 | $3.24M | 0.27% | −3,842−7.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 48,343 | $3.24M | 0.01% | −713−1.5% | Reduced |
| LSV Asset Management | 48,400 | $3.25M | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 48,895 | $3.28M | 0.13% | +4,070+9.1% | Added |
| Park Avenue Securities LLC | 48,937 | $3.28M | 0.04% | −1,333−2.7% | Reduced |
| Great Valley Advisor Group, Inc. | 49,008 | $3.29M | 0.10% | +49,008 | New |
| Bokf, NA | 48,409 | $3.29M | 0.06% | −10,396−17.7% | Reduced |
| Reik & Co., LLC | 49,053 | $3.29M | 0.82% | −6,763−12.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 49,234 | $3.30M | 0.39% | +48,508+6,681.5% | Added |
| Wetherby Asset Management Inc | 49,297 | $3.30M | 0.16% | −743−1.5% | Reduced |
| Altrafin AG | 49,871 | $3.34M | 1.21% | +42+0.1% | Added |
| Phoenix Holdings Ltd. | 49,886 | $3.35M | 0.05% | +803+1.6% | Added |
| Oppenheimer & Co Inc | 49,940 | $3.35M | 0.06% | +2,932+6.2% | Added |
| Jane Street Group, LLC | 50,806 | $3.41M | 0.00% | −934,522−94.8% | Reduced |
| Sweeney & Michel, LLC | 46,349 | $3.43M | 1.52% | +46,349 | New |
| GTS Securities LLC | 52,415 | $3.51M | 0.09% | +52,415 | New |
| Credential Qtrade Securities Inc. | 53,175 | $3.56M | 0.19% | +3,787+7.7% | Added |
| Fort Sheridan Advisors LLC | 53,343 | $3.58M | 0.67% | +723+1.4% | Added |
| Signaturefd, LLC | 53,416 | $3.58M | 0.08% | +1,844+3.6% | Added |
| Richard P Slaughter Associates Inc | 53,786 | $3.61M | 0.87% | −1,379−2.5% | Reduced |
| Weatherly Asset Management L. P. | 54,294 | $3.64M | 0.35% | +376+0.7% | Added |
| Atria Wealth Solutions, Inc. | 54,514 | $3.65M | 0.04% | +698+1.3% | Added |
| Concentric Wealth Management, LLC | 54,721 | $3.67M | 0.98% | +800+1.5% | Added |
| Bridge Creek Capital Management LLC | 55,243 | $3.70M | 1.19% | +255+0.5% | Added |
| Baker Avenue Asset Management, LP | 55,538 | $3.72M | 0.15% | +5,464+10.9% | Added |
| Yousif Capital Management, LLC | 56,239 | $3.77M | 0.04% | −1,800−3.1% | Reduced |
| Jackson Square Capital, LLC | 57,067 | $3.83M | 0.98% | −56,294−49.7% | Reduced |
| Deltec Asset Management LLC | 57,204 | $3.83M | 0.76% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,489 | $3.85M | 0.00% | −3,306−5.4% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.86M | 0.17% | 00.0% | Unchanged |
| Cardinal Capital Management | 57,862 | $3.88M | 0.63% | +2,569+4.6% | Added |
| Dodge & Cox | 58,213 | $3.90M | 0.00% | −600−1.0% | Reduced |
| Brinker Capital Investments, LLC | 58,908 | $3.95M | 0.04% | +2,977+5.3% | Added |
| Orion Portfolio Solutions, LLC | 58,908 | $3.95M | 0.04% | +2,977+5.3% | Added |
| Fiduciary Trust Co | 60,758 | $4.07M | 0.06% | −1,265−2.0% | Reduced |
| Beddow Capital Management Inc | 60,896 | $4.08M | 1.79% | −1,655−2.6% | Reduced |
| Marshall Wace, LLP | 61,400 | $4.12M | 0.01% | +61,400 | New |
| Raymond James Trust N.A. | 62,085 | $4.16M | 0.10% | −869−1.4% | Reduced |
| Susquehanna International Group, LLP | 62,592 | $4.20M | 0.01% | +38,830+163.4% | Added |
| Assetmark, Inc | 62,599 | $4.20M | 0.01% | −8,528−12.0% | Reduced |
| Exencial Wealth Advisors, LLC | 62,721 | $4.20M | 0.16% | +715+1.2% | Added |
| YHB Investment Advisors, Inc. | 62,752 | $4.21M | 0.37% | −1,558−2.4% | Reduced |
| Huntington National Bank | 62,835 | $4.21M | 0.03% | +3,876+6.6% | Added |
| Susquehanna International Group Ltd. | 64,106 | $4.30M | 1.02% | +18,689+41.1% | Added |
| Kestra Advisory Services, LLC | 64,245 | $4.31M | 0.03% | +10,642+19.9% | Added |
| Employees Retirement System of Texas | 64,510 | $4.33M | 0.05% | −42,550−39.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 65,000 | $4.36M | 0.01% | −420,000−86.6% | Reduced |
| Advocate Group LLC | 65,595 | $4.40M | 0.87% | −2,427−3.6% | Reduced |
| Bremer Bank National Association | 65,694 | $4.40M | 0.82% | +4,083+6.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 65,787 | $4.41M | 0.33% | +56,414+601.9% | Added |
| Veriti Management LLC | 65,967 | $4.42M | 0.33% | −4,429−6.3% | Reduced |
| Palogic Value Management, L.P. | 66,069 | $4.43M | 1.92% | +364+0.6% | Added |
| Royal London Asset Management Ltd | 66,920 | $4.49M | 0.01% | +21,844+48.5% | Added |
| Blair William & Co | 67,276 | $4.51M | 0.01% | +1,759+2.7% | Added |
| Cubist Systematic Strategies, LLC | 67,631 | $4.53M | 0.05% | −221,508−76.6% | Reduced |
| Peapack Gladstone Financial Corp | 67,855 | $4.55M | 0.07% | −338−0.5% | Reduced |
| Griffin Asset Management, Inc. | 67,909 | $4.55M | 0.54% | −100.0% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.59M | 5.27% | 00.0% | Unchanged |
| First Trust Advisors LP | 68,855 | $4.62M | 0.00% | +3,350+5.1% | Added |
| Brookmont Capital Management | 69,460 | $4.66M | 2.45% | +768+1.1% | Added |
| Royce & Associates LP | 70,000 | $4.69M | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 70,000 | $4.69M | 0.85% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 70,006 | $4.69M | 0.16% | +21,470+44.2% | Added |