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 |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 1,328,405 | $89.1M | 0.03% | −32,388−2.4% | Reduced |
| JPMorgan Chase & Co | 1,401,386 | $93.9M | 0.01% | −41,338−2.9% | Reduced |
| Natixis Advisors, L.P. | 1,416,426 | $95.0M | 0.22% | −98,543−6.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,433,382 | $96.1M | 0.65% | −1,144−0.1% | Reduced |
| Brandes Investment Partners, LP | 1,437,840 | $96.4M | 1.24% | +314,957+28.0% | Added |
| Alyeska Investment Group, L.P. | 1,483,061 | $99.4M | 0.62% | +1,483,061 | New |
| Mackenzie Financial Corp | 1,572,795 | $105.4M | 0.15% | −153,451−8.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,616,408 | $108.4M | 0.10% | −7,943,080−83.1% | Reduced |
| Stifel Financial Corp | 1,817,328 | $121.8M | 0.14% | −166,109−8.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,834,891 | $123.0M | 0.40% | −4700.0% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $124.6M | 0.11% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 1,899,783 | $127.4M | 0.33% | +1,368,630+257.7% | Added |
| Capital Research Global Investors | 2,013,784 | $135.0M | 0.03% | +2,076+0.1% | Added |
| Invesco Ltd. | 2,025,938 | $135.8M | 0.03% | +25,593+1.3% | Added |
| Envestnet Asset Management Inc | 2,112,227 | $141.6M | 0.05% | +19,769+0.9% | Added |
| Mondrian Investment Partners LTD | 2,187,872 | $146.7M | 2.01% | +993,342+83.2% | Added |
| Westwood Global Investments, LLC | 2,446,144 | $164.0M | 7.47% | +28,818+1.2% | Added |
| Amundi | 2,344,496 | $166.5M | 0.07% | −273,890−10.5% | Reduced |
| Wells Fargo & Company | 2,555,348 | $171.3M | 0.05% | −4,365−0.2% | Reduced |
| Nuveen Asset Management, LLC | 2,591,265 | $173.6M | 0.05% | −404,038−13.5% | Reduced |
| Pale Fire Capital SE | 2,641,092 | $177.1M | 24.68% | +323,789+14.0% | Added |
| Northern Trust Corp | 2,712,975 | $181.9M | 0.03% | +18,409+0.7% | Added |
| Point72 Asset Management, L.P. | 2,805,749 | $188.1M | 0.55% | +424,088+17.8% | Added |
| Lord, Abbett & Co. LLC | 3,043,113 | $204.0M | 0.66% | −420,832−12.1% | Reduced |
| Rockefeller Capital Management L.P. | 3,368,667 | $225.8M | 0.66% | +114,806+3.5% | Added |
| Holocene Advisors, LP | 3,568,238 | $239.2M | 0.88% | +3,008,150+537.1% | Added |
| Royal Bank of Canada | 3,641,161 | $244.1M | 0.06% | −66,807−1.8% | Reduced |
| Pzena Investment Management LLC | 3,893,439 | $261.0M | 0.90% | −4,652−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 4,235,707 | $284.0M | 0.36% | +3,826,480+935.1% | Added |
| Goldman Sachs Group Inc | 4,370,313 | $293.0M | 0.06% | +61,545+1.4% | Added |
| Mawer Investment Management Ltd. | 5,098,763 | $341.8M | 1.59% | −226,513−4.3% | Reduced |
| 40 North Management LLC | 5,125,000 | $343.6M | 22.93% | +275,000+5.7% | Added |
| Millennium Management LLC | 5,145,522 | $345.0M | 0.29% | +900,307+21.2% | Added |
| Franklin Resources Inc | 6,279,239 | $421.0M | 0.13% | +105,588+1.7% | Added |
| Price T Rowe Associates Inc | 6,715,078 | $450.2M | 0.06% | +772,736+13.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,874,205 | $460.8M | 1.54% | +509,717+8.0% | Added |
| Wellington Management Group LLP | 8,243,957 | $552.7M | 0.10% | −215,894−2.6% | Reduced |
| BlackRock Inc. | 8,827,397 | $591.8M | 0.01% | −102,603−1.1% | Reduced |
| Bank of America Corp | 9,627,411 | $645.4M | 0.06% | +540,667+6.0% | Added |
| Morgan Stanley | 9,990,361 | $669.8M | 0.05% | +1,055,155+11.8% | Added |
| Orbis Allan Gray Ltd | 10,321,798 | $692.0M | 4.15% | +1,737,907+20.2% | Added |
| Eagle Capital Management LLC | 15,882,173 | $1.06B | 4.12% | −606,851−3.7% | Reduced |
| Dimensional Fund Advisors LP | 22,625,768 | $1.52B | 0.41% | +13,933+0.1% | Added |
| Fisher Asset Management, LLC | 23,412,174 | $1.57B | 0.73% | +588,947+2.6% | Added |
| FMR LLC | 47,799,659 | $3.20B | 0.22% | +5,665,677+13.4% | Added |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −1,173,260−100.0% | Sold out |
| L1 Capital Pty Ltd | 0 | $0 | 0.00% | −746,500−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −389,086−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −227,190−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −119,553−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −80,523−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −53,129−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −46,119−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −26,192−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −26,160−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −26,160−100.0% | Sold out |
| Grace & White Inc | 0 | $0 | 0.00% | −24,816−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −20,122−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −16,049−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −12,248−100.0% | Sold out |
| Beirne Wealth Consulting Services, LLC | 0 | $0 | 0.00% | −12,062−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,558−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −10,478−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −8,719−100.0% | Sold out |
| Coulter & Justus Financial Services, LLC | 0 | $0 | 0.00% | −7,431−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −6,651−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −6,597−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −6,955−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −5,589−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −5,444−100.0% | Sold out |
| Outlook Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,394−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −5,393−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −5,145−100.0% | Sold out |
| Apeiron RIA LLC | 0 | $0 | 0.00% | −5,084−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −4,829−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| Penobscot Investment Management Company, Inc. | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |
| Advance Capital Management, Inc. | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −3,718−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −3,590−100.0% | Sold out |
| WorthPointe, LLC | 0 | $0 | 0.00% | −3,546−100.0% | Sold out |
| Vanguard Group Inc | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −3,441−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −3,204−100.0% | Sold out |
| Appleton Partners Inc | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,151−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −3,087−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |