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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 327 | $21.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 300 | $22.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 332 | $22.3K | 0.01% | +97+41.3% | Added |
| New England Capital Financial Advisors LLC | 338 | $22.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 344 | $23.1K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 345 | $23.1K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 352 | $23.6K | 0.02% | −151−30.0% | Reduced |
| Wiser Advisor Group LLC | 360 | $24.2K | 0.04% | −2−0.6% | Reduced |
| Cornerstone Planning Group LLC | 339 | $24.5K | 0.01% | +339 | New |
| REAP Financial Group, LLC | 376 | $25.2K | 0.01% | −403−51.7% | Reduced |
| Provenance Wealth Advisors, LLC | 390 | $26.1K | 0.00% | −131−25.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 394 | $26.4K | 0.00% | −54−12.1% | Reduced |
| Tyler-Stone Wealth Management | 394 | $26.4K | 0.01% | +3+0.8% | Added |
| Y.D. More Investments Ltd | 400 | $26.8K | 0.00% | −400−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 400 | $26.8K | 0.00% | −247−38.2% | Reduced |
| Creative Financial Designs Inc | 402 | $26.9K | 0.00% | +4+1.0% | Added |
| Mendota Financial Group, LLC | 415 | $27.8K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 427 | $28.6K | 0.00% | −668−61.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $28.7K | 0.06% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 432 | $29.0K | 0.00% | +83+23.8% | Added |
| CoreFirst Bank & Trust | 439 | $29.4K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 446 | $29.9K | 0.01% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 455 | $30.5K | 0.02% | +55+13.8% | Added |
| Concord Wealth Partners | 464 | $31.1K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 468 | $31.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 482 | $32.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 492 | $33.0K | 0.01% | −492−50.0% | Reduced |
| Operose Advisors LLC | 495 | $33.2K | 0.01% | −243−32.9% | Reduced |
| Tortoise Investment Management, LLC | 503 | $33.7K | 0.00% | +1+0.2% | Added |
| Pflug Koory, LLC | 517 | $34.7K | 0.02% | +27+5.5% | Added |
| Global Financial Private Client, LLC | 532 | $36.1K | 0.02% | −673−55.9% | Reduced |
| TD Capital Management LLC | 550 | $36.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 560 | $37.5K | 0.01% | 00.0% | Unchanged |
| FIL Ltd | 586 | $39.3K | 0.00% | +310+112.3% | Added |
| Nisa Investment Advisors, LLC | 609 | $40.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 610 | $40.9K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 633 | $43.0K | 0.03% | −127−16.7% | Reduced |
| Institutional & Family Asset Management, LLC | 645 | $43.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 658 | $44.1K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 671 | $45.0K | 0.01% | 00.0% | Unchanged |
| Fairman Group, LLC | 689 | $46.2K | 0.04% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 700 | $46.9K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 712 | $47.7K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 739 | $49.5K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $49.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $50.3K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 765 | $51.3K | 0.01% | −65−7.8% | Reduced |
| Founders Capital Management | 770 | $51.6K | 0.03% | −60−7.2% | Reduced |
| Continuum Advisory, LLC | 706 | $52.0K | 0.01% | +706 | New |
| Key Financial Inc | 789 | $52.9K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 800 | $53.6K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 807 | $54.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 815 | $54.6K | 0.01% | +1+0.1% | Added |
| City State Bank | 822 | $55.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 815 | $55.0K | 0.00% | +488+149.2% | Added |
| Archer Investment Corp | 859 | $57.6K | 0.02% | +7+0.8% | Added |
| Providence Capital Advisors, LLC | 880 | $59.0K | 0.01% | −906−50.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 893 | $60.0K | 0.02% | −155−14.8% | Reduced |
| WR Wealth Planners, LLC | 981 | $65.8K | 0.02% | +981 | New |
| Hazlett, Burt & Watson, Inc. | 1,001 | $66.0K | 0.04% | +5+0.5% | Added |
| Legacy Bridge, LLC | 1,000 | $67.0K | 0.04% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 1,000 | $67.0K | 0.02% | +1,000 | New |
| Barrett & Company, Inc. | 1,026 | $68.8K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,033 | $69.3K | 0.01% | −51−4.7% | Reduced |
| Armstrong Advisory Group, Inc | 1,077 | $70.9K | 0.01% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,077 | $72.2K | 0.02% | +1,077 | New |
| Rise Advisors, LLC | 1,103 | $73.9K | 0.04% | +690+167.1% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $75.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 1,129 | $75.7K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,133 | $76.0K | 0.03% | −104−8.4% | Reduced |
| American National Bank | 1,207 | $80.9K | 0.01% | +1,100+1,028.0% | Added |
| M&R Capital Management Inc | 1,214 | $81.4K | 0.02% | −175−12.6% | Reduced |
| Laurel Wealth Advisors LLC | 1,243 | $83.3K | 0.01% | −338−21.4% | Reduced |
| AlphaMark Advisors, LLC | 1,263 | $85.0K | 0.03% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,276 | $85.5K | 0.01% | +3+0.2% | Added |
| First Command Advisory Services, Inc. | 1,283 | $86.0K | 0.00% | +217+20.4% | Added |
| Timber Creek Capital Management LLC | 1,300 | $87.2K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $87.2K | 0.04% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $87.2K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,347 | $90.3K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,400 | $94.0K | 0.04% | −61,446−97.8% | Reduced |
| Harbor Investment Advisory, LLC | 1,408 | $94.4K | 0.01% | +15+1.1% | Added |
| SRS Capital Advisors, Inc. | 1,424 | $95.5K | 0.01% | −559−28.2% | Reduced |
| Union Savings Bank | 1,429 | $95.8K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 1,449 | $97.1K | 0.02% | −24−1.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 1,455 | $97.5K | 0.04% | 00.0% | Unchanged |
| First Pacific Financial | 1,462 | $98.0K | 0.03% | +15+1.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,463 | $98.1K | 0.04% | +36+2.5% | Added |
| Venturi Wealth Management, LLC | 1,473 | $98.8K | 0.01% | −51−3.3% | Reduced |
| BFSG, LLC | 1,489 | $99.8K | 0.01% | +39+2.7% | Added |
| Chesapeake Asset Management LLC | 1,505 | $100.9K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,509 | $101.2K | 0.01% | +21+1.4% | Added |
| CoreCap Advisors, LLC | 1,526 | $102.3K | 0.01% | +1,526 | New |
| Walleye Trading LLC | 1,528 | $102.4K | 0.00% | +1,528 | New |
| Webster Bank, N. A. | 1,539 | $103.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,559 | $104.5K | 0.02% | +403+34.9% | Added |
| Hollencrest Capital Management | 1,581 | $106.0K | 0.00% | +85+5.7% | Added |
| Johnson Financial Group, Inc. | 1,611 | $108.0K | 0.01% | −1,920−54.4% | Reduced |
| Centaurus Financial, Inc. | 1,623 | $109.0K | 0.01% | −4,979−75.4% | Reduced |
| Eagle Bay Advisors LLC | 1,631 | $109.3K | 0.07% | +94+6.1% | Added |