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 |
|---|---|---|---|---|---|
| Goodman Financial Corp | 3,626 | $243.1K | 0.06% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,651 | $244.8K | 0.04% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 3,655 | $245.0K | 0.05% | −10−0.3% | Reduced |
| Prudent Man Advisors, LLC | 3,664 | $245.6K | 0.09% | −905−19.8% | Reduced |
| MBE Wealth Management, LLC | 3,679 | $246.6K | 0.15% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,683 | $246.9K | 0.01% | +224+6.5% | Added |
| NWF Advisory Services Inc. | 3,698 | $248.0K | 0.04% | +299+8.8% | Added |
| Horan Securities, Inc. | 3,709 | $248.6K | 0.12% | +86+2.4% | Added |
| Pekin Hardy Strauss, Inc. | 3,713 | $248.9K | 0.03% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 3,714 | $249.0K | 0.09% | +5+0.1% | Added |
| Summit Global Investments | 3,716 | $249.0K | 0.02% | −10,725−74.3% | Reduced |
| Successful Portfolios LLC | 3,720 | $249.4K | 0.17% | +476+14.7% | Added |
| Western Wealth Management, LLC | 3,721 | $249.5K | 0.02% | +351+10.4% | Added |
| GQG Partners LLC | 3,735 | $250.4K | 0.00% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,745 | $251.1K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,746 | $251.1K | 0.02% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 3,748 | $251.3K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 3,749 | $251.3K | 0.06% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,767 | $252.5K | 0.02% | −404−9.7% | Reduced |
| Beacon Financial Advisory LLC | 3,784 | $253.7K | 0.12% | +109+3.0% | Added |
| Encompass More Asset Management | 3,784 | $253.7K | 0.21% | +3,784 | New |
| Holderness Investments Co | 3,795 | $254.4K | 0.06% | −10−0.3% | Reduced |
| Financial Management Professionals, Inc. | 3,805 | $255.0K | 0.04% | −573−13.1% | Reduced |
| Family Management Corp | 3,814 | $255.7K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,820 | $256.1K | 0.02% | −46−1.2% | Reduced |
| Woodward Diversified Capital, LLC | 3,829 | $256.7K | 0.16% | −191−4.8% | Reduced |
| Cooper Financial Group | 3,832 | $256.9K | 0.04% | +17+0.4% | Added |
| Squarepoint Ops LLC | 3,845 | $257.8K | 0.00% | −2,972−43.6% | Reduced |
| Blue Chip Partners, Inc. | 3,880 | $260.1K | 0.03% | −1,465−27.4% | Reduced |
| Callan Capital, LLC | 3,891 | $260.9K | 0.02% | −788−16.8% | Reduced |
| Hexagon Capital Partners LLC | 3,895 | $261.1K | 0.06% | +733+23.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,915 | $262.4K | 0.04% | +3,915 | New |
| Kingswood Wealth Advisors, LLC | 3,917 | $262.6K | 0.03% | −8,755−69.1% | Reduced |
| Summit Trail Advisors, LLC | 3,918 | $262.7K | 0.01% | +166+4.4% | Added |
| Palisade Asset Management, LLC | 3,921 | $262.9K | 0.03% | −424−9.8% | Reduced |
| Jamison Private Wealth Management, Inc. | 3,923 | $263.0K | 0.04% | −182−4.4% | Reduced |
| Sax Wealth Advisors, LLC | 3,924 | $263.1K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $263.2K | 0.00% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 3,940 | $264.1K | 0.02% | −1,780−31.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,954 | $265.1K | 0.01% | −23−0.6% | Reduced |
| GAMMA Investing LLC | 3,961 | $265.5K | 0.05% | +710+21.8% | Added |
| Traveka Wealth, LLC | 3,967 | $265.9K | 0.12% | +463+13.2% | Added |
| JGP Global Gestao de Recursos Ltda. | 3,975 | $266.5K | 0.17% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,980 | $266.8K | 0.03% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 4,057 | $267.0K | 0.03% | −100−2.4% | Reduced |
| Leonteq Securities AG | 4,000 | $268.2K | 0.04% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,004 | $268.4K | 0.01% | −10.0% | Reduced |
| RDA Financial Network | 4,029 | $270.1K | 0.09% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 4,039 | $270.8K | 0.04% | −50−1.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,063 | $271.0K | 0.15% | +4,063 | New |
| Stokes Family Office, LLC | 4,048 | $271.4K | 0.03% | −69−1.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,054 | $271.8K | 0.01% | −256−5.9% | Reduced |
| Argent Advisors, Inc. | 4,059 | $272.1K | 0.11% | +378+10.3% | Added |
| Coastal Bridge Advisors, LLC | 4,061 | $272.3K | 0.06% | +7+0.2% | Added |
| Green Square Capital Advisors LLC | 4,111 | $275.6K | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,114 | $275.8K | 0.14% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 4,116 | $275.9K | 0.01% | +336+8.9% | Added |
| Sepio Capital, LP | 4,117 | $276.0K | 0.02% | −373−8.3% | Reduced |
| Duncker Streett & Co Inc | 4,118 | $276.1K | 0.05% | +808+24.4% | Added |
| Evolution Wealth Advisors, LLC | 4,124 | $276.5K | 0.05% | 00.0% | Unchanged |
| Credit Agricole S A | 3,900 | $277.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,150 | $278.2K | 0.17% | −500−10.8% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $279.2K | 0.06% | 00.0% | Unchanged |
| Keating Wealth Management LLC | 4,165 | $279.2K | 0.17% | −177−4.1% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $279.4K | 0.23% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,186 | $280.6K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,196 | $281.3K | 0.03% | −210−4.8% | Reduced |
| Kozak & Associates, Inc. | 3,923 | $281.5K | 0.08% | +39+1.0% | Added |
| Banque Cantonale Vaudoise | 4,200 | $282.0K | 0.01% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 4,223 | $283.1K | 0.03% | +150+3.7% | Added |
| Focus Financial Network, Inc. | 3,994 | $283.7K | 0.01% | +3,994 | New |
| Ransom Advisory, Ltd | 4,237 | $284.0K | 0.15% | +4,237 | New |
| Pensionmark Financial Group, LLC | 4,238 | $284.1K | 0.04% | +4,238 | New |
| BLB&B Advisors, LLC | 4,244 | $284.5K | 0.02% | −302−6.6% | Reduced |
| Confluence Wealth Services, Inc. | 4,248 | $284.8K | 0.03% | −804−15.9% | Reduced |
| Phillips Wealth Planners LLC | 4,012 | $285.1K | 0.33% | −54−1.3% | Reduced |
| CRA Financial Services, LLC | 4,255 | $285.3K | 0.06% | 00.0% | Unchanged |
| PFG Advisors | 4,255 | $285.3K | 0.02% | +524+14.0% | Added |
| Sutton Place Investors LLC | 4,262 | $285.7K | 0.14% | −40−0.9% | Reduced |
| Tranquility Partners, LLC | 4,271 | $286.3K | 0.11% | +67+1.6% | Added |
| Linscomb & Williams, Inc. | 4,295 | $288.0K | 0.01% | +191+4.7% | Added |
| Roman Butler Fullerton & Co | 3,978 | $288.0K | 0.11% | −278−6.5% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,300 | $288.3K | 0.03% | −600−12.2% | Reduced |
| Washington Trust Co | 4,330 | $290.3K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 4,343 | $291.1K | 0.01% | −225−4.9% | Reduced |
| Alliance Wealth Advisors, LLC | 4,355 | $291.9K | 0.18% | +20.0% | Added |
| Indie Asset Partners, LLC | 4,365 | $292.6K | 0.26% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,404 | $295.2K | 0.06% | −191−4.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,407 | $295.4K | 0.08% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,408 | $295.5K | 0.01% | −272−5.8% | Reduced |
| Eads & Heald Wealth Management | 4,424 | $297.0K | 0.14% | −105−2.3% | Reduced |
| First National Bank of Hutchinson | 4,439 | $297.6K | 0.20% | +21+0.5% | Added |
| Lafayette Investments, Inc. | 4,452 | $298.5K | 0.07% | −395−8.1% | Reduced |
| Summitry LLC | 4,454 | $298.6K | 0.02% | +4,454 | New |
| Ballew Advisors, Inc | 4,121 | $299.4K | 0.21% | −195−4.5% | Reduced |
| Davis R M Inc | 4,468 | $299.5K | 0.01% | +910+25.6% | Added |
| Canopy Partners, LLC | 4,474 | $299.9K | 0.15% | +1,121+33.4% | Added |
| SG Americas Securities, LLC | 4,471 | $300.0K | 0.00% | −6,671−59.9% | Reduced |
| Capital Investment Advisory Services, LLC | 4,498 | $301.5K | 0.03% | +56+1.3% | Added |
| First Financial Corp | 4,499 | $301.6K | 0.15% | +28+0.6% | Added |