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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 1,740 | $116.7K | 0.03% | −539−23.7% | Reduced |
| Alaska Permanent Fund Corp | 1,787 | $119.8K | 0.00% | +1,787 | New |
| Baldwin Brothers Inc | 1,908 | $127.9K | 0.01% | −500−20.8% | Reduced |
| Princeton Global Asset Management LLC | 1,914 | $128.3K | 0.03% | −51−2.6% | Reduced |
| Bray Capital Advisors | 1,950 | $130.7K | 0.03% | 00.0% | Unchanged |
| Spirit of America Management Corp | 2,000 | $134.1K | 0.03% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 2,019 | $135.4K | 0.05% | +2,019 | New |
| Capital Analysts, LLC | 2,035 | $136.0K | 0.01% | −90−4.2% | Reduced |
| Wellington Shields & Co., LLC | 2,074 | $139.0K | 0.05% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,088 | $140.0K | 0.06% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2,127 | $142.6K | 0.03% | −347−14.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,192 | $147.0K | 0.01% | +1,077+96.6% | Added |
| Addison Advisors LLC | 2,417 | $162.0K | 0.06% | +75+3.2% | Added |
| Old Point Trust & Financial Services N A | 2,486 | $166.7K | 0.06% | +485+24.2% | Added |
| First PREMIER Bank | 2,500 | $168.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,514 | $168.5K | 0.01% | −400−13.7% | Reduced |
| Riverview Trust Co | 2,629 | $176.2K | 0.14% | +2,629 | New |
| Tower Research Capital LLC (TRC) | 2,658 | $178.2K | 0.00% | −1,650−38.3% | Reduced |
| McIlrath & Eck, LLC | 2,755 | $184.7K | 0.03% | +227+9.0% | Added |
| Smartleaf Asset Management LLC | 2,872 | $191.7K | 0.04% | +2,872 | New |
| ORG Partners LLC | 2,872 | $195.1K | 0.37% | +2,872 | New |
| PFG Private Wealth Management, LLC | 2,971 | $199.2K | 0.13% | +43+1.5% | Added |
| Welch Group, LLC | 2,986 | $200.2K | 0.01% | +2,986 | New |
| McDonald Partners LLC | 2,987 | $200.2K | 0.06% | +2,987 | New |
| Essex Financial Services, Inc. | 2,990 | $200.4K | 0.02% | +2,990 | New |
| Bank of Nova Scotia | 3,000 | $201.1K | 0.00% | +3,000 | New |
| Cascade Investment Advisors, Inc. | 3,000 | $201.1K | 0.13% | +3,000 | New |
| Teramo Advisors, LLC | 3,000 | $201.1K | 0.10% | +3,000 | New |
| Ameliora Wealth Management Ltd. | 3,000 | $201.1K | 0.09% | +3,000 | New |
| Angeles Wealth Management, LLC | 3,012 | $201.9K | 0.02% | −600−16.6% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,013 | $202.0K | 0.13% | +3,013 | New |
| Washington Trust Advisors, Inc. | 3,028 | $203.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,048 | $204.3K | 0.02% | +10.0% | Added |
| Builder Investment Group Inc | 3,056 | $204.9K | 0.06% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 3,073 | $206.0K | 0.04% | +3,073 | New |
| Symphony Financial, Ltd. Co. | 3,075 | $206.2K | 0.05% | +3,075 | New |
| RFP Financial Group LLC | 3,091 | $207.2K | 0.08% | +11+0.4% | Added |
| Redwood Investments, LLC | 3,096 | $207.6K | 0.06% | +55+1.8% | Added |
| Trust Co of Virginia | 3,099 | $207.8K | 0.02% | −400−11.4% | Reduced |
| Sprott Inc. | 3,100 | $207.8K | 0.01% | −50−1.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,108 | $208.4K | 0.01% | +3,108 | New |
| Daymark Wealth Partners, LLC | 3,112 | $208.6K | 0.01% | −200−6.0% | Reduced |
| Clifford Capital Partners LLC | 3,119 | $209.1K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,131 | $209.9K | 0.00% | +2+0.1% | Added |
| Roundview Capital LLC | 3,138 | $210.4K | 0.02% | −16−0.5% | Reduced |
| MKT Advisors LLC | 2,900 | $210.7K | 0.12% | −225−7.2% | Reduced |
| FMB Wealth Management | 3,148 | $211.0K | 0.17% | −10.0% | Reduced |
| Stonebridge Capital Advisors LLC | 3,148 | $211.0K | 0.02% | +3,148 | New |
| Peoples Financial Services Corp. | 3,150 | $211.2K | 0.09% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 3,151 | $211.3K | 0.09% | −104−3.2% | Reduced |
| Breakwater Capital Group | 3,161 | $211.9K | 0.05% | +3,161 | New |
| Counterweight Ventures, LLC | 3,175 | $212.9K | 0.17% | −10.0% | Reduced |
| Thompson Investment Management, Inc. | 3,176 | $212.9K | 0.03% | 00.0% | Unchanged |
| Elgethun Capital Management | 3,183 | $213.1K | 0.05% | +3,183 | New |
| SFMG, LLC | 3,183 | $213.4K | 0.02% | +3,183 | New |
| Triune Financial Partners, LLC | 3,195 | $214.2K | 0.07% | +32+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $214.3K | 0.02% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,200 | $214.5K | 0.06% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $216.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,225 | $216.2K | 0.02% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,226 | $216.3K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3,230 | $216.5K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,236 | $216.9K | 0.03% | −277−7.9% | Reduced |
| Avantax Planning Partners, Inc. | 3,237 | $217.0K | 0.01% | +3,237 | New |
| Tanglewood Legacy Advisors, LLC | 3,248 | $217.7K | 0.11% | +3,248 | New |
| SkyOak Wealth, LLC | 3,250 | $217.9K | 0.05% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,251 | $217.9K | 0.05% | +3,251 | New |
| Bollard Group LLC | 3,273 | $219.0K | 0.01% | +1,311+66.8% | Added |
| Fiduciary Group LLC | 3,286 | $220.3K | 0.02% | −34−1.0% | Reduced |
| Bayesian Capital Management, LP | 3,300 | $221.2K | 0.02% | +3,300 | New |
| Foster Group, Inc. | 3,303 | $221.4K | 0.01% | +3,303 | New |
| United Community Bank | 3,315 | $222.0K | 0.09% | +139+4.4% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,331 | $223.3K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 3,335 | $223.6K | 0.03% | −107−3.1% | Reduced |
| LM Advisors LLC | 3,340 | $224.0K | 0.04% | −345−9.4% | Reduced |
| OneAscent Financial Services LLC | 3,338 | $224.0K | 0.02% | +207+6.6% | Added |
| BCJ Capital Management, LLC | 3,353 | $224.8K | 0.02% | +108+3.3% | Added |
| CFM Wealth Partners LLC | 3,367 | $225.7K | 0.05% | −131−3.7% | Reduced |
| Geneos Wealth Management Inc. | 3,378 | $226.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 3,392 | $227.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3,396 | $227.7K | 0.04% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,397 | $227.7K | 0.06% | −300−8.1% | Reduced |
| Stratos Wealth Advisors, LLC | 3,408 | $228.5K | 0.01% | −2,027−37.3% | Reduced |
| Trinity Legacy Partners, LLC | 3,450 | $231.3K | 0.07% | −400−10.4% | Reduced |
| Titleist Asset Management, LLC | 3,472 | $232.8K | 0.04% | +3,472 | New |
| Linden Thomas Advisory Services, LLC | 3,477 | $233.1K | 0.04% | +3,477 | New |
| Smart Money Group LLC | 3,288 | $235.6K | 0.09% | −3−0.1% | Reduced |
| Catalina Capital Group, LLC | 3,517 | $235.8K | 0.10% | +3,517 | New |
| Weinberger Asset Management, Inc | 3,521 | $236.0K | 0.11% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 3,272 | $237.0K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 3,536 | $237.1K | 0.09% | −55−1.5% | Reduced |
| Imprint Wealth LLC | 3,495 | $237.4K | 0.06% | +3,495 | New |
| Tufton Capital Management | 3,545 | $237.7K | 0.05% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3,547 | $237.8K | 0.02% | 00.0% | Unchanged |
| Montecito Bank & Trust | 3,582 | $240.1K | 0.05% | +207+6.1% | Added |
| Kathmere Capital Management, LLC | 3,604 | $241.6K | 0.03% | +340+10.4% | Added |
| Cadinha & Co LLC | 3,605 | $241.7K | 0.04% | −440−10.9% | Reduced |
| Avion Wealth | 3,605 | $242.0K | 0.06% | +1,217+51.0% | Added |
| Procyon Private Wealth Partners, LLC | 3,616 | $242.4K | 0.02% | −127−3.4% | Reduced |
| Fiera Capital Corp | 3,624 | $243.0K | 0.00% | +3,624 | New |