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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 70,044 | $4.70M | 0.37% | +2,319+3.4% | Added |
| Toroso Investments, LLC | 70,241 | $4.71M | 0.08% | +3,950+6.0% | Added |
| Bard Financial Services, Inc. | 70,525 | $4.73M | 0.50% | +1,875+2.7% | Added |
| Azimuth Capital Investment Management LLC | 70,660 | $4.74M | 0.20% | −9,665−12.0% | Reduced |
| Atria Investments LLC | 70,729 | $4.74M | 0.07% | +4,659+7.1% | Added |
| Hedges Asset Management LLC | 70,850 | $4.75M | 3.33% | 00.0% | Unchanged |
| Colony Group, LLC | 72,385 | $4.85M | 0.04% | +25,187+53.4% | Added |
| CSS LLC | 74,396 | $4.99M | 0.40% | +36,468+96.2% | Added |
| Nelson Capital Management, LLC | 77,845 | $5.22M | 1.00% | −2,037−2.6% | Reduced |
| Brown Brothers Harriman & Co | 78,331 | $5.25M | 0.04% | +1,533+2.0% | Added |
| Miller Howard Investments Inc | 80,000 | $5.36M | 0.18% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 80,288 | $5.38M | 0.88% | +9,153+12.9% | Added |
| tru Independence LLC | 81,116 | $5.44M | 1.60% | −1,503−1.8% | Reduced |
| Hennessy Advisors Inc | 82,600 | $5.54M | 0.23% | −2,800−3.3% | Reduced |
| Quantitative Investment Management, LLC | 84,335 | $5.65M | 0.33% | +26,996+47.1% | Added |
| Synovus Financial Corp | 84,324 | $5.65M | 0.07% | +5,558+7.1% | Added |
| South State Corp. | 84,608 | $5.67M | 0.44% | +4,589+5.7% | Added |
| Cary Street Partner Investment Advisory LLC | 84,709 | $5.68M | 0.24% | −1,791−2.1% | Reduced |
| Carlson Capital L P | 85,000 | $5.70M | 0.46% | +85,000 | New |
| Keybank National Association | 85,181 | $5.71M | 0.02% | −4,176−4.7% | Reduced |
| Renaissance Technologies LLC | 85,286 | $5.72M | 0.01% | −199,000−70.0% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $5.77M | 3.13% | −50.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 86,152 | $5.78M | 0.06% | 00.0% | Unchanged |
| SIR Capital Management, L.P. | 86,400 | $5.79M | 0.58% | +35,500+69.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,604 | $5.94M | 0.04% | +88,604 | New |
| Clearbridge Investments, LLC | 89,632 | $6.01M | 0.00% | +101+0.1% | Added |
| Hohimer Wealth Management, LLC | 90,002 | $6.03M | 1.41% | −2,066−2.2% | Reduced |
| Bleakley Financial Group, LLC | 93,036 | $6.24M | 0.18% | −964−1.0% | Reduced |
| JustInvest LLC | 94,617 | $6.34M | 0.14% | +9,354+11.0% | Added |
| Simplicity Wealth,LLC | 96,547 | $6.47M | 0.15% | +96,547 | New |
| Claret Asset Management Corp | 96,605 | $6.48M | 1.09% | −767−0.8% | Reduced |
| Thornburg Investment Management Inc | 96,705 | $6.56M | 0.09% | −1,383−1.4% | Reduced |
| Heritage Investors Management Corp | 98,115 | $6.58M | 0.23% | −250.0% | Reduced |
| Covalis Capital LLP | 98,313 | $6.59M | 0.82% | −1,241,000−92.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 98,725 | $6.62M | 0.25% | −4,711−4.6% | Reduced |
| New England Asset Management Inc | 99,315 | $6.66M | 1.03% | +5,080+5.4% | Added |
| JBF Capital, Inc. | 101,000 | $6.73M | 1.10% | 00.0% | Unchanged |
| Renaissance Group LLC | 104,812 | $7.03M | 0.27% | −480.0% | Reduced |
| Augustine Asset Management Inc | 105,123 | $7.05M | 2.94% | −210−0.2% | Reduced |
| Eastover Investment Advisors LLC | 105,731 | $7.09M | 3.48% | −2,105−2.0% | Reduced |
| Regency Capital Management Inc. | 105,774 | $7.09M | 4.51% | +883+0.8% | Added |
| Bulltick Wealth Management, LLC | 105,880 | $7.10M | 1.48% | +27,077+34.4% | Added |
| Banco Santander, S.A. | 106,518 | $7.14M | 0.09% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 107,963 | $7.24M | 0.06% | −4,905−4.3% | Reduced |
| Fifth Third Bancorp | 108,076 | $7.25M | 0.03% | −7,522−6.5% | Reduced |
| Cutler Capital Management, LLC | 108,258 | $7.26M | 2.85% | +817+0.8% | Added |
| Sandy Spring Bank | 112,154 | $7.52M | 0.34% | +4,015+3.7% | Added |
| TownSquare Capital, LLC | 112,587 | $7.55M | 0.11% | +417+0.4% | Added |
| Adell Harriman & Carpenter Inc | 113,176 | $7.59M | 0.62% | +8,644+8.3% | Added |
| Leuthold Group, LLC | 113,672 | $7.62M | 0.86% | −468−0.4% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $7.63M | 1.96% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 113,816 | $7.63M | 0.23% | +4,052+3.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 116,199 | $7.79M | 0.02% | +6,356+5.8% | Added |
| Ibex Wealth Advisors | 138,546 | $7.89M | 2.14% | +138,411+102,526.7% | Added |
| Gluskin Sheff & Assoc Inc | 237,293 | $7.92M | 0.79% | +2,430+1.0% | Added |
| Baird Financial Group, Inc. | 118,703 | $7.96M | 0.02% | −25,970−18.0% | Reduced |
| Eagle Global Advisors LLC | 120,195 | $8.06M | 0.45% | +638+0.5% | Added |
| Edge Capital Group, LLC | 121,446 | $8.14M | 0.40% | +6,605+5.8% | Added |
| Walleye Capital LLC | 123,042 | $8.25M | 0.09% | +123,042 | New |
| Nikko Asset Management Americas, Inc. | 125,929 | $8.44M | 0.08% | −8,414−6.3% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 127,489 | $8.55M | 2.57% | +7,720+6.4% | Added |
| Neville Rodie & Shaw Inc | 128,000 | $8.58M | 0.66% | −100−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 129,839 | $8.70M | 0.01% | −8,499−6.1% | Reduced |
| Voya Investment Management LLC | 130,132 | $8.72M | 0.01% | +321+0.2% | Added |
| Bragg Financial Advisors, Inc | 130,394 | $8.74M | 0.39% | +440.0% | Added |
| Pinnacle Associates Ltd | 130,687 | $8.76M | 0.14% | −1,895−1.4% | Reduced |
| Janney Capital Management LLC | 130,974 | $8.78M | 0.58% | −5,293−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 130,994 | $8.78M | 0.00% | +32,288+32.7% | Added |
| MML Investors Services, LLC | 131,084 | $8.79M | 0.04% | +31,930+32.2% | Added |
| Federated Hermes, Inc. | 131,446 | $8.81M | 0.02% | +42,282+47.4% | Added |
| Captrust Financial Advisors | 131,862 | $8.84M | 0.03% | −70,391−34.8% | Reduced |
| TD Waterhouse Canada Inc. | 119,366 | $8.93M | 0.07% | +17,997+17.8% | Added |
| Crocodile Capital Partners GmbH | 135,306 | $9.07M | 12.51% | 00.0% | Unchanged |
| Woodstock Corp | 135,584 | $9.09M | 0.94% | +2,603+2.0% | Added |
| Pinnacle Financial Partners Inc | 138,190 | $9.26M | 0.20% | +4,067+3.0% | Added |
| Edgemoor Investment Advisors, Inc. | 143,094 | $9.59M | 0.91% | +7,623+5.6% | Added |
| Janney Montgomery Scott LLC | 144,885 | $9.71M | 0.03% | +1,728+1.2% | Added |
| Sit Investment Associates Inc | 145,855 | $9.78M | 0.22% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 152,100 | $10.2M | 0.33% | +90,200+145.7% | Added |
| LMCG Investments, LLC | 152,616 | $10.2M | 0.60% | +145,818+2,145.0% | Added |
| Manning & Napier Group, LLC | 154,707 | $10.4M | 0.12% | −14,529−8.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 156,852 | $10.5M | 0.12% | +28,841+22.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 157,739 | $10.6M | 0.04% | −5,273−3.2% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 160,439 | $10.8M | 0.04% | +150,252+1,474.9% | Added |
| Stephens Inc | 166,927 | $11.2M | 0.17% | +11,060+7.1% | Added |
| Everett Harris & Co | 168,701 | $11.3M | 0.15% | +32,763+24.1% | Added |
| Stamos Capital Partners, L.P. | 170,230 | $11.4M | 2.59% | −3,310−1.9% | Reduced |
| Crossmark Global Holdings, Inc. | 170,985 | $11.5M | 0.22% | −6,253−3.5% | Reduced |
| Allied Investment Advisors, LLC | 171,430 | $11.5M | 2.77% | +3,714+2.2% | Added |
| National Bank of Canada | 156,390 | $11.6M | 0.02% | +3,605+2.4% | Added |
| Glenmede Trust Co NA | 175,209 | $11.7M | 0.06% | +11,523+7.0% | Added |
| Oppenheimer Asset Management Inc. | 175,657 | $11.8M | 0.17% | −10,544−5.7% | Reduced |
| Cetera Investment Advisers | 176,310 | $11.8M | 0.03% | +127,521+261.4% | Added |
| Cohen Klingenstein LLC | 178,178 | $11.9M | 0.44% | 00.0% | Unchanged |
| Country Club Bank | 178,447 | $12.0M | 0.84% | −1,576−0.9% | Reduced |
| Scotia Capital Inc. | 180,655 | $12.1M | 0.07% | −8,228−4.4% | Reduced |
| FineMark National Bank & Trust | 181,508 | $12.2M | 0.45% | −2,016−1.1% | Reduced |
| D.A. Davidson & Co. | 182,858 | $12.3M | 0.11% | +2,376+1.3% | Added |
| Beach Investment Counsel Inc | 189,410 | $12.5M | 1.54% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 187,266 | $12.6M | 0.16% | +4,622+2.5% | Added |