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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 4,524 | $303.3K | 0.03% | +4,524 | New |
| SevenBridge Financial Group, LLC | 4,192 | $303.4K | 0.07% | −892−17.5% | Reduced |
| Abel Hall, LLC | 4,526 | $303.4K | 0.23% | +182+4.2% | Added |
| Foster Victor Wealth Advisors, LLC | 4,179 | $303.6K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,537 | $304.0K | 0.05% | −19,399−81.0% | Reduced |
| Carret Asset Management, LLC | 4,536 | $304.1K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $305.0K | 0.06% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,558 | $305.6K | 0.04% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 4,595 | $308.0K | 0.06% | −380−7.6% | Reduced |
| Keating Investment Counselors Inc | 4,600 | $308.4K | 0.10% | +290+6.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,615 | $309.4K | 0.01% | −103−2.2% | Reduced |
| Independence Bank of Kentucky | 4,628 | $310.3K | 0.09% | −1,455−23.9% | Reduced |
| Gagnon Securities LLC | 4,631 | $310.5K | 0.07% | −124−2.6% | Reduced |
| McAdam, LLC | 4,650 | $311.7K | 0.02% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 4,655 | $312.1K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 4,659 | $312.3K | 0.11% | −151−3.1% | Reduced |
| Chicago Capital, LLC | 4,664 | $312.7K | 0.01% | −526−10.1% | Reduced |
| Investors Asset Management of Georgia Inc | 4,685 | $314.1K | 0.15% | −640−12.0% | Reduced |
| AllSquare Wealth Management LLC | 4,700 | $315.1K | 0.18% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,708 | $315.6K | 0.00% | +4,708 | New |
| Compagnie Lombard Odier SCmA | 4,710 | $315.8K | 0.01% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 4,728 | $317.0K | 0.03% | +4,728 | New |
| Atlas Capital Advisors LLC | 4,743 | $318.0K | 0.05% | −761−13.8% | Reduced |
| Capital Advisors Inc | 4,770 | $319.8K | 0.01% | +180+3.9% | Added |
| Keel Point, LLC | 4,783 | $320.6K | 0.03% | −157−3.2% | Reduced |
| Lantz Financial LLC | 4,785 | $320.8K | 0.10% | +453+10.5% | Added |
| Brave Asset Management Inc | 4,800 | $321.8K | 0.08% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,805 | $322.1K | 0.17% | +17+0.4% | Added |
| Red Door Wealth Management, LLC | 4,807 | $322.3K | 0.06% | +561+13.2% | Added |
| Joel Isaacson & Co., LLC | 4,817 | $322.9K | 0.02% | +1,345+38.7% | Added |
| Concorde Asset Management, LLC | 4,828 | $323.7K | 0.22% | −11−0.2% | Reduced |
| E&G Advisors, LP | 4,829 | $323.7K | 0.10% | −400−7.6% | Reduced |
| Keudell/Morrison Wealth Management | 4,831 | $323.9K | 0.10% | +754+18.5% | Added |
| Resonant Capital Advisors, LLC | 4,838 | $324.3K | 0.03% | +739+18.0% | Added |
| Atlas Brown,Inc. | 4,842 | $324.6K | 0.12% | 00.0% | Unchanged |
| Saturna Capital CORP | 4,849 | $325.1K | 0.00% | −3,950−44.9% | Reduced |
| Founders Capital Management, LLC | 4,862 | $325.9K | 0.06% | −100−2.0% | Reduced |
| Mengis Capital Management, Inc. | 4,910 | $329.2K | 0.05% | +4,910 | New |
| Naples Global Advisors, LLC | 4,917 | $329.6K | 0.03% | −845−14.7% | Reduced |
| Ti-Trust, Inc | 4,920 | $329.8K | 0.24% | +816+19.9% | Added |
| PFS Partners, LLC | 4,924 | $330.1K | 0.22% | +46+0.9% | Added |
| Global Retirement Partners, LLC | 4,936 | $330.9K | 0.01% | +1,404+39.8% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $333.1K | 0.06% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,998 | $335.1K | 0.12% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $335.2K | 0.03% | −1,000−16.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $335.2K | 0.01% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $335.2K | 0.02% | 00.0% | Unchanged |
| Chelsea Counsel Co | 5,012 | $336.0K | 0.19% | −21,900−81.4% | Reduced |
| Icon Wealth Advisors, LLC | 5,021 | $336.6K | 0.03% | +215+4.5% | Added |
| BigSur Wealth Management LLC | 5,036 | $337.6K | 0.11% | +1,500+42.4% | Added |
| Holistic Planning, LLC | 5,060 | $339.2K | 0.26% | −34−0.7% | Reduced |
| Abacus Planning Group, Inc. | 5,092 | $341.3K | 0.07% | +89+1.8% | Added |
| Lunt Capital Management, Inc. | 5,099 | $341.8K | 0.17% | −323−6.0% | Reduced |
| International Assets Investment Management, LLC | 5,063 | $343.9K | 0.04% | +239+5.0% | Added |
| Eagle Harbor Asset Management Inc | 5,161 | $346.0K | 0.37% | −594−10.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,176 | $347.0K | 0.03% | +2,911+128.5% | Added |
| Gratus Capital LLC | 5,192 | $348.1K | 0.02% | +5,192 | New |
| Bridges Investment Management Inc | 5,236 | $351.0K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 5,269 | $353.2K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 5,279 | $353.9K | 0.09% | +1,739+49.1% | Added |
| Tevis Investment Management | 5,290 | $354.6K | 0.30% | −514−8.9% | Reduced |
| Paragon Capital Management LLC | 5,294 | $354.9K | 0.19% | +63+1.2% | Added |
| Greenfield Savings Bank | 5,298 | $355.2K | 0.19% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,953 | $358.5K | 0.01% | +4,953 | New |
| Wealthstream Advisors, Inc. | 5,373 | $360.2K | 0.14% | −1,817−25.3% | Reduced |
| Isthmus Partners, LLC | 5,407 | $362.5K | 0.04% | +5,407 | New |
| Essex Savings Bank | 5,513 | $362.7K | 0.11% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 5,438 | $364.6K | 0.22% | −797−12.8% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,446 | $365.1K | 0.07% | +80+1.5% | Added |
| Strategic Advisors LLC | 5,500 | $368.7K | 0.07% | −1,000−15.4% | Reduced |
| Seven Mile Advisory | 5,523 | $370.3K | 0.28% | −226−3.9% | Reduced |
| Rehmann Capital Advisory Group | 5,590 | $374.8K | 0.03% | −190−3.3% | Reduced |
| Anchor Investment Management, LLC | 5,597 | $375.2K | 0.04% | −450−7.4% | Reduced |
| Personal Cfo Solutions, LLC | 5,609 | $376.1K | 0.06% | −251−4.3% | Reduced |
| Levin Capital Strategies, L.P. | 5,618 | $376.6K | 0.04% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 5,210 | $377.2K | 0.27% | −16,892−76.4% | Reduced |
| Atlantic Union Bankshares Corp | 5,637 | $377.9K | 0.03% | 00.0% | Unchanged |
| Summit X, LLC | 5,643 | $378.3K | 0.10% | +571+11.3% | Added |
| AIMZ Investment Advisors, LLC | 5,675 | $380.5K | 0.14% | −500−8.1% | Reduced |
| Steward Partners Investment Solutions, LLC | 5,681 | $380.8K | 0.06% | −362−6.0% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,695 | $381.8K | 0.15% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 5,700 | $382.1K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,714 | $383.1K | 0.01% | +5,714 | New |
| Berkshire Asset Management LLC | 5,728 | $384.0K | 0.02% | −421−6.8% | Reduced |
| Crestwood Advisors Group LLC | 5,730 | $384.1K | 0.01% | +167+3.0% | Added |
| Bill Few Associates, Inc. | 5,746 | $385.2K | 0.16% | +503+9.6% | Added |
| Sentry LLC | 5,760 | $386.1K | 0.07% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 5,782 | $387.6K | 0.04% | +2,110+57.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 5,804 | $389.1K | 0.03% | −233−3.9% | Reduced |
| We Are One Seven, LLC | 5,811 | $389.6K | 0.02% | −1,253−17.7% | Reduced |
| Ledyard National Bank | 5,892 | $395.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,895 | $395.2K | 0.06% | +362+6.5% | Added |
| Moody National Bank Trust Division | 5,913 | $396.4K | 0.03% | −622−9.5% | Reduced |
| Modera Wealth Management, LLC | 5,913 | $396.4K | 0.01% | +177+3.1% | Added |
| Texas Capital Bancshares Inc | 5,931 | $397.6K | 0.18% | −28−0.5% | Reduced |
| Advisors Capital Management, LLC | 5,968 | $400.0K | 0.01% | −462−7.2% | Reduced |
| Principal Street Partners, LLC | 5,422 | $400.7K | 0.08% | +141+2.7% | Added |
| Argonautica Private Wealth Management, Inc | 5,984 | $401.2K | 0.14% | −850−12.4% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $402.2K | 0.05% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 6,040 | $404.9K | 0.01% | +973+19.2% | Added |