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 |
|---|---|---|---|---|---|
| Tucker Asset Management LLC | 6,047 | $405.4K | 0.09% | +1,036+20.7% | Added |
| Hamel Associates, Inc. | 6,050 | $405.6K | 0.13% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 6,100 | $408.9K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,102 | $409.1K | 0.02% | −623−9.3% | Reduced |
| Hanson & Doremus Investment Management | 6,111 | $410.0K | 0.07% | −275−4.3% | Reduced |
| Fulton Bank, N.A. | 6,131 | $411.0K | 0.02% | −3,613−37.1% | Reduced |
| Beacon Capital Management, LLC | 6,155 | $412.6K | 0.08% | +44+0.7% | Added |
| Mattern Wealth Management LLC | 6,179 | $414.2K | 0.10% | +20.0% | Added |
| Cubic Asset Management, LLC | 6,180 | $414.3K | 0.10% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6,180 | $414.3K | 0.21% | +20.0% | Added |
| Baxter Bros Inc | 6,195 | $415.3K | 0.05% | −650−9.5% | Reduced |
| Farmers Trust Co | 6,210 | $416.3K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,218 | $416.8K | 0.02% | −658−9.6% | Reduced |
| Financial Advisory Service, Inc. | 6,231 | $417.8K | 0.04% | +31+0.5% | Added |
| Diversify Advisory Services, LLC | 6,156 | $418.1K | 0.02% | +6,156 | New |
| Element Wealth, LLC | 6,262 | $419.8K | 0.25% | +35+0.6% | Added |
| Insight 2811, Inc. | 6,266 | $420.1K | 0.22% | −89−1.4% | Reduced |
| Alliance Wealth Advisors, LLC | 6,285 | $421.4K | 0.13% | −159−2.5% | Reduced |
| Aspen Grove Capital, LLC | 6,307 | $422.8K | 0.12% | +16+0.3% | Added |
| Barclays PLC | 6,318 | $423.6K | 0.00% | +4,053+178.9% | Added |
| Patten & Patten Inc | 6,319 | $423.6K | 0.03% | −79−1.2% | Reduced |
| Principle Wealth Partners LLC | 6,334 | $424.6K | 0.03% | 00.0% | Unchanged |
| Adviser Investments LLC | 6,368 | $426.9K | 0.01% | +20+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 6,370 | $427.0K | 0.00% | −807−11.2% | Reduced |
| Probity Advisors, Inc. | 6,370 | $427.0K | 0.09% | +321+5.3% | Added |
| Sage Mountain Advisors LLC | 6,376 | $427.4K | 0.04% | +54+0.9% | Added |
| New Republic Capital, LLC | 6,389 | $428.3K | 0.27% | −1,291−16.8% | Reduced |
| Transform Wealth, LLC | 6,409 | $429.6K | 0.04% | −575−8.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 6,433 | $431.3K | 0.09% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $432.0K | 0.24% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 6,444 | $432.0K | 0.13% | +925+16.8% | Added |
| Cambridge Trust Co | 6,470 | $433.7K | 0.02% | −25−0.4% | Reduced |
| Clarus Group, Inc. | 6,489 | $435.0K | 0.30% | +25+0.4% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $435.8K | 0.02% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,016 | $437.0K | 0.24% | +40+0.7% | Added |
| Baron Wealth Management LLC | 6,543 | $438.6K | 0.23% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 6,557 | $439.6K | 0.02% | −595−8.3% | Reduced |
| Ethic Inc. | 6,562 | $439.9K | 0.01% | +704+12.0% | Added |
| Aveo Capital Partners, LLC | 6,091 | $440.8K | 0.05% | +715+13.3% | Added |
| Jacobi Capital Management LLC | 6,590 | $441.8K | 0.04% | +68+1.0% | Added |
| Founders Financial Alliance, LLC | 6,631 | $444.5K | 0.13% | +34+0.5% | Added |
| Hara Capital LLC | 6,655 | $446.2K | 0.27% | +2,000+43.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,658 | $446.4K | 0.00% | +478+7.7% | Added |
| Sonora Investment Management Group, LLC | 6,675 | $447.5K | 0.04% | −1,226−15.5% | Reduced |
| EverSource Wealth Advisors, LLC | 6,300 | $451.5K | 0.04% | +20.0% | Added |
| Apexium Financial, LP | 6,736 | $451.6K | 0.03% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 6,751 | $452.6K | 0.13% | −14−0.2% | Reduced |
| Rossmore Private Capital | 6,753 | $452.7K | 0.06% | −228−3.3% | Reduced |
| NTV Asset Management LLC | 6,757 | $453.0K | 0.07% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,762 | $453.3K | 0.34% | +105+1.6% | Added |
| Farther Finance Advisors, LLC | 6,682 | $453.8K | 0.03% | −820−10.9% | Reduced |
| Steel Peak Wealth Management LLC | 6,815 | $456.9K | 0.02% | +167+2.5% | Added |
| Brighton Jones LLC | 6,818 | $457.1K | 0.02% | +1,946+39.9% | Added |
| Headinvest, LLC | 6,852 | $459.4K | 0.09% | 00.0% | Unchanged |
| AlTi Global, Inc. | 6,883 | $461.4K | 0.01% | +322+4.9% | Added |
| Westmount Partners, LLC | 6,883 | $461.4K | 0.17% | +210+3.1% | Added |
| Rothschild Investment LLC | 6,890 | $461.9K | 0.03% | −76−1.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,898 | $462.4K | 0.00% | +6,403+1,293.5% | Added |
| Summit Financial Group Inc | 6,910 | $463.2K | 0.16% | −50−0.7% | Reduced |
| Courier Capital LLC | 6,928 | $464.5K | 0.03% | −6,215−47.3% | Reduced |
| FORA Capital, LLC | 6,959 | $466.5K | 0.04% | +6,959 | New |
| Janus Henderson Group PLC | 7,026 | $471.1K | 0.00% | −2,500−26.2% | Reduced |
| Drive Wealth Management, LLC | 7,057 | $473.1K | 0.13% | −292−4.0% | Reduced |
| Select Asset Management & Trust | 7,074 | $474.0K | 0.20% | −1,750−19.8% | Reduced |
| Transcend Wealth Collective, LLC | 7,079 | $474.6K | 0.04% | −286−3.9% | Reduced |
| Jones Financial Companies LLLP | 7,090 | $475.3K | 0.00% | +4,183+143.9% | Added |
| Choate Investment Advisors | 7,101 | $476.1K | 0.01% | 00.0% | Unchanged |
| Leo Wealth, LLC | 7,063 | $477.4K | 0.05% | −858−10.8% | Reduced |
| Lebenthal Global Advisors, LLC | 7,129 | $477.9K | 0.11% | +12+0.2% | Added |
| Pullen Investment Management, LLC | 7,185 | $481.7K | 0.41% | +7,185 | New |
| Argent Trust Co | 7,186 | $481.8K | 0.02% | −208−2.8% | Reduced |
| Childress Capital Advisors, LLC | 7,190 | $482.0K | 0.14% | +7,190 | New |
| Cullinan Associates Inc | 7,200 | $482.7K | 0.03% | −400−5.3% | Reduced |
| MONECO Advisors, LLC | 7,234 | $485.0K | 0.08% | −5,260−42.1% | Reduced |
| Equitable Holdings, Inc. | 7,245 | $485.7K | 0.01% | −1,204−14.3% | Reduced |
| First Foundation Advisors | 7,246 | $485.8K | 0.02% | −709−8.9% | Reduced |
| West Oak Capital, LLC | 7,305 | $490.0K | 0.21% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,465 | $491.2K | 0.37% | −280−3.6% | Reduced |
| Lindbrook Capital, LLC | 7,352 | $492.9K | 0.05% | −440−5.6% | Reduced |
| Parsons Capital Management Inc | 7,386 | $495.2K | 0.03% | −212−2.8% | Reduced |
| Flputnam Investment Management Co | 7,448 | $499.3K | 0.01% | +2,885+63.2% | Added |
| Ausdal Financial Partners, Inc. | 7,456 | $499.9K | 0.06% | −65−0.9% | Reduced |
| Romano Brothers and Company | 7,484 | $501.7K | 0.07% | 00.0% | Unchanged |
| Plancorp, LLC | 7,484 | $501.8K | 0.02% | +280+3.9% | Added |
| Chemistry Wealth Management LLC | 7,548 | $506.0K | 0.14% | +516+7.3% | Added |
| Sivia Capital Partners, LLC | 7,561 | $506.9K | 0.34% | −44−0.6% | Reduced |
| Seed Wealth Management, Inc. | 7,465 | $507.0K | 0.48% | −800−9.7% | Reduced |
| BKD Wealth Advisors, LLC | 7,577 | $508.0K | 0.01% | −36−0.5% | Reduced |
| Cozad Asset Management Inc | 7,581 | $508.2K | 0.05% | +236+3.2% | Added |
| RMB Capital Management, LLC | 7,619 | $510.8K | 0.01% | −193−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 7,624 | $511.1K | 0.00% | −267−3.4% | Reduced |
| Gables Capital Management Inc. | 7,690 | $515.5K | 0.28% | 00.0% | Unchanged |
| Albert D Mason Inc | 7,706 | $517.0K | 0.32% | −527−6.4% | Reduced |
| Councilmark Asset Management, LLC | 7,725 | $517.9K | 0.37% | +7,725 | New |
| Wealthcare Advisory Partners LLC | 7,759 | $520.2K | 0.02% | +759+10.8% | Added |
| Bruce G. Allen Investments, LLC | 7,770 | $520.9K | 0.43% | +7+0.1% | Added |
| Westwood Holdings Group Inc. | 7,788 | $522.0K | 0.00% | +18+0.2% | Added |
| Aptus Capital Advisors, LLC | 7,819 | $524.2K | 0.01% | +7,819 | New |
| Crescent Grove Advisors, LLC | 7,824 | $524.5K | 0.05% | +26+0.3% | Added |
| Ellerson Group Inc | 7,851 | $526.3K | 0.40% | −100−1.3% | Reduced |