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 |
|---|---|---|---|---|---|
| Van Hulzen Asset Management, LLC | 195,761 | $13.1M | 0.87% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 196,240 | $13.2M | 0.21% | −420−0.2% | Reduced |
| Euro Pacific Asset Management, LLC | 186,415 | $13.2M | 2.68% | −27,625−12.9% | Reduced |
| New Age Alpha Advisors, LLC | 198,300 | $13.3M | 8.01% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 200,000 | $13.4M | 3.24% | +15,000+8.1% | Added |
| Mercer Global Advisors Inc | 201,666 | $13.5M | 0.04% | +3,089+1.6% | Added |
| Fayez Sarofim & Co | 209,972 | $14.1M | 0.04% | −4,617−2.2% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 210,680 | $14.1M | 1.24% | +104,160+97.8% | Added |
| Evergreen Capital Management LLC | 212,143 | $14.2M | 0.54% | +3,430+1.6% | Added |
| Becker Capital Management Inc | 217,529 | $14.6M | 0.50% | −5,176−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 220,161 | $14.8M | 0.03% | −97,696−30.7% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.8M | 1.41% | 00.0% | Unchanged |
| M&T Bank Corp | 222,061 | $14.9M | 0.05% | −4,625−2.0% | Reduced |
| Willis Johnson & Associates, Inc. | 222,733 | $14.9M | 1.30% | +19,931+9.8% | Added |
| Ci Investments Inc. | 223,327 | $15.0M | 0.06% | −132,248−37.2% | Reduced |
| Pathstone Holdings, LLC | 225,876 | $15.1M | 0.07% | +31,864+16.4% | Added |
| Sapient Capital LLC | 226,549 | $15.2M | 0.34% | −311,747−57.9% | Reduced |
| South Dakota Investment Council | 229,673 | $15.4M | 0.32% | 00.0% | Unchanged |
| Invenomic Capital Management LP | 232,315 | $15.6M | 0.83% | +59,423+34.4% | Added |
| Northwestern Mutual Wealth Management Co | 233,900 | $15.7M | 0.02% | +15,740+7.2% | Added |
| Klingenstein Fields & Co LP | 237,340 | $15.9M | 0.66% | +307+0.1% | Added |
| Davenport & Co LLC | 239,308 | $16.0M | 0.10% | −1,530−0.6% | Reduced |
| 1832 Asset Management L.P. | 248,427 | $16.7M | 0.03% | −29,251−10.5% | Reduced |
| Gemsstock Limited | 250,924 | $16.8M | 6.35% | +1,000+0.4% | Added |
| Northwest & Ethical Investments L.P. | 251,004 | $16.8M | 0.48% | +6,975+2.9% | Added |
| Grandfield & Dodd, LLC | 255,330 | $17.1M | 1.08% | −1,147−0.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 258,371 | $17.3M | 0.14% | +57,688+28.7% | Added |
| Creative Planning | 262,910 | $17.6M | 0.02% | +18,086+7.4% | Added |
| Fort Washington Investment Advisors Inc | 264,501 | $17.7M | 0.11% | +470.0% | Added |
| Logan Capital Management Inc | 268,992 | $18.0M | 0.77% | +28,442+11.8% | Added |
| Anchor Capital Advisors LLC | 283,397 | $19.0M | 0.50% | −33,989−10.7% | Reduced |
| Citigroup Inc | 286,103 | $19.2M | 0.02% | −139,519−32.8% | Reduced |
| Wedge Capital Management L L P | 291,078 | $19.5M | 0.32% | +29,075+11.1% | Added |
| Truist Financial Corp | 298,334 | $20.0M | 0.03% | −7,125−2.3% | Reduced |
| SEI Investments Co | 298,732 | $20.0M | 0.03% | +13,979+4.9% | Added |
| Harvest Portfolios Group Inc. | 304,009 | $20.4M | 0.80% | +39,470+14.9% | Added |
| Two Sigma Advisers, LP | 306,800 | $20.6M | 0.05% | +28,500+10.2% | Added |
| Thomasville National Bank | 308,575 | $20.7M | 1.70% | +13,838+4.7% | Added |
| Guardian Capital LP | 310,865 | $20.8M | 0.73% | −1,399−0.4% | Reduced |
| Cerity Partners LLC | 324,644 | $21.8M | 0.06% | +47,575+17.2% | Added |
| Mariner, LLC | 330,102 | $22.1M | 0.05% | −10,153−3.0% | Reduced |
| Groupama Asset Managment | 670,647 | $22.2M | 0.41% | +670,647 | New |
| Willis Investment Counsel | 335,029 | $22.5M | 1.54% | +1,160+0.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 336,058 | $22.5M | 1.67% | −7,837−2.3% | Reduced |
| Stansberry Asset Management, LLC | 337,734 | $22.6M | 3.06% | +32,908+10.8% | Added |
| US Bancorp | 338,934 | $22.7M | 0.03% | −76,955−18.5% | Reduced |
| Harding Loevner LP | 341,714 | $22.9M | 0.14% | −2,336,229−87.2% | Reduced |
| Hikari Power Ltd | 341,900 | $22.9M | 1.97% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 347,139 | $23.3M | 0.04% | +12,779+3.8% | Added |
| Cresset Asset Management, LLC | 348,136 | $23.3M | 0.11% | +11,534+3.4% | Added |
| Davidson Kempner Capital Management LP | 350,046 | $23.5M | 0.35% | +350,046 | New |
| Raymond James Financial Services Advisors, Inc. | 351,036 | $23.5M | 0.03% | −2,984−0.8% | Reduced |
| Nicola Wealth Management Ltd. | 357,000 | $23.9M | 2.32% | −15,000−4.0% | Reduced |
| Huber Capital Management LLC | 373,189 | $25.0M | 5.63% | +48,600+15.0% | Added |
| First Eagle Investment Management, LLC | 373,483 | $25.0M | 0.06% | +55,783+17.6% | Added |
| Verition Fund Management LLC | 376,881 | $25.3M | 0.24% | −60,543−13.8% | Reduced |
| CIBC World Markets Inc. | 377,859 | $25.3M | 0.07% | −46,298−10.9% | Reduced |
| Foundry Partners, LLC | 393,890 | $26.4M | 1.41% | +12,201+3.2% | Added |
| Gabelli Funds LLC | 414,400 | $27.8M | 0.20% | −5,000−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 421,727 | $28.3M | 0.07% | −13,443−3.1% | Reduced |
| TruWealth Advisors, LLC | 422,877 | $28.3M | 1.98% | +7,132+1.7% | Added |
| CI Private Wealth, LLC | 447,044 | $30.0M | 0.05% | −156,552−25.9% | Reduced |
| Cullen Capital Management LLC | 452,286 | $30.3M | 0.34% | +170,910+60.7% | Added |
| Commonwealth Equity Services, LLC | 461,296 | $30.9M | 0.05% | +96,953+26.6% | Added |
| Yaupon Capital Management LP | 462,345 | $31.0M | 2.68% | −206,000−30.8% | Reduced |
| Kornitzer Capital Management Inc | 481,726 | $32.3M | 0.59% | +79,226+19.7% | Added |
| Neuberger Berman Group LLC | 494,045 | $33.1M | 0.03% | −6,485−1.3% | Reduced |
| HighTower Advisors, LLC | 501,854 | $33.6M | 0.05% | −6,136−1.2% | Reduced |
| Great Lakes Advisors, LLC | 508,225 | $34.1M | 0.29% | −7,233−1.4% | Reduced |
| Penn Davis McFarland Inc | 524,524 | $35.2M | 5.45% | −16,885−3.1% | Reduced |
| Causeway Capital Management LLC | 541,229 | $36.3M | 0.95% | +32,662+6.4% | Added |
| Macquarie Group Ltd | 555,336 | $37.2M | 0.04% | −70,464−11.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $37.3M | 0.88% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 561,895 | $37.7M | 0.01% | +9,551+1.7% | Added |
| Two Sigma Investments, LP | 606,506 | $40.7M | 0.10% | +580,506+2,232.7% | Added |
| Senator Investment Group LP | 638,047 | $42.8M | 1.95% | +638,047 | New |
| The PNC Financial Services Group, Inc. | 664,428 | $44.5M | 0.03% | −27,411−4.0% | Reduced |
| Bank of New York Mellon Corp | 673,134 | $45.1M | 0.01% | −1,450,166−68.3% | Reduced |
| LPL Financial LLC | 688,594 | $46.2M | 0.02% | +24,061+3.6% | Added |
| Voloridge Investment Management, LLC | 710,023 | $47.6M | 0.17% | +710,023 | New |
| Thrivent Financial for Lutherans | 717,866 | $48.1M | 0.10% | +150,166+26.5% | Added |
| American Century Companies Inc | 733,860 | $49.2M | 0.03% | +52,519+7.7% | Added |
| Teachers Retirement System of the State of Kentucky | 736,170 | $49.4M | 0.44% | −85,200−10.4% | Reduced |
| Russell Investments Group, Ltd. | 746,367 | $50.0M | 0.08% | +47,924+6.9% | Added |
| Skye Global Management LP | 764,000 | $51.2M | 1.22% | +753,500+7,176.2% | Added |
| CIBC Private Wealth Group, LLC | 810,544 | $55.1M | 0.11% | −589,642−42.1% | Reduced |
| Bank of Montreal | 843,328 | $56.6M | 0.03% | +348,435+70.4% | Added |
| Douglas Lane & Associates, LLC | 849,480 | $56.9M | 0.80% | −66,161−7.2% | Reduced |
| Boston Partners | 849,905 | $57.0M | 0.07% | −89,189−9.5% | Reduced |
| Letko, Brosseau & Associates Inc | 887,077 | $59.5M | 1.03% | −4,695−0.5% | Reduced |
| Pacer Advisors, Inc. | 979,664 | $65.7M | 0.15% | +73,939+8.2% | Added |
| Equity Investment Corp | 988,509 | $66.3M | 1.66% | +71,302+7.8% | Added |
| Van Eck Associates Corp | 989,538 | $66.3M | 0.10% | +57,488+6.2% | Added |
| Raymond James & Associates | 1,024,623 | $68.7M | 0.05% | +34,735+3.5% | Added |
| Brandywine Global Investment Management, LLC | 1,064,554 | $71.4M | 0.52% | +64,492+6.4% | Added |
| Jennison Associates LLC | 1,102,249 | $73.9M | 0.05% | −25,967−2.3% | Reduced |
| Energy Income Partners, LLC | 1,118,729 | $75.0M | 1.53% | +107,219+10.6% | Added |
| Merewether Investment Management, LP | 1,129,964 | $75.8M | 4.03% | −142,684−11.2% | Reduced |
| Todd Asset Management LLC | 1,209,019 | $81.1M | 1.66% | −191,480−13.7% | Reduced |
| UBS Group AG | 1,286,050 | $86.2M | 0.03% | −47,329−3.5% | Reduced |