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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 7,869 | $527.5K | 0.04% | −83−1.0% | Reduced |
| Motco | 7,932 | $531.8K | 0.03% | +102+1.3% | Added |
| Bartlett & Co. Wealth Management LLC | 7,939 | $532.2K | 0.01% | +194+2.5% | Added |
| Harbour Investments, Inc. | 7,956 | $533.4K | 0.02% | −149−1.8% | Reduced |
| Kavar Capital Partners Group, LLC | 7,970 | $534.3K | 0.10% | +1,298+19.5% | Added |
| One Wealth Advisors, LLC | 7,975 | $534.6K | 0.09% | +1,780+28.7% | Added |
| StrongBox Wealth, LLC | 8,007 | $536.8K | 0.28% | +335+4.4% | Added |
| Avestar Capital, LLC | 8,062 | $540.5K | 0.06% | +2,262+39.0% | Added |
| Buckingham Strategic Wealth, LLC | 8,067 | $540.8K | 0.01% | +4,010+98.8% | Added |
| Dearborn Partners LLC | 8,085 | $542.0K | 0.02% | −4,596−36.2% | Reduced |
| Grimes & Company, Inc. | 8,105 | $543.4K | 0.02% | +62+0.8% | Added |
| Estabrook Capital Management | 8,124 | $544.6K | 0.08% | −811−9.1% | Reduced |
| Legacy Wealth Asset Management, LLC | 8,130 | $545.0K | 0.15% | +80+1.0% | Added |
| Covenant Partners, LLC | 8,231 | $551.8K | 0.16% | +1,558+23.3% | Added |
| Broadwater Capital Management LLC | 8,236 | $552.1K | 0.42% | +29+0.4% | Added |
| Mitchell Sinkler & Starr | 8,330 | $558.4K | 0.14% | +8,330 | New |
| Philadelphia Trust Co | 8,350 | $560.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8,358 | $560.3K | 0.04% | −642−7.1% | Reduced |
| Change Path, LLC | 8,378 | $561.0K | 0.02% | +1,361+19.4% | Added |
| Eight 31 Financial LLC | 8,375 | $561.5K | 0.35% | +1,348+19.2% | Added |
| Ignite Planners, LLC | 8,278 | $562.2K | 0.16% | +22+0.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $562.6K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 8,445 | $566.2K | 0.24% | +3,031+56.0% | Added |
| Gallacher Capital Management LLC | 8,459 | $567.1K | 0.29% | +255+3.1% | Added |
| Boston Family Office LLC | 8,502 | $570.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $572.5K | 0.37% | −975−10.2% | Reduced |
| GeoWealth Management, LLC | 8,552 | $573.3K | 0.02% | +2,487+41.0% | Added |
| Cardiff Park Advisors, LLC | 8,554 | $573.5K | 0.05% | +1,161+15.7% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $577.4K | 0.21% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,626 | $578.3K | 0.02% | −2,501−22.5% | Reduced |
| Diligent Investors, LLC | 8,628 | $578.4K | 0.15% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 8,700 | $583.2K | 0.02% | +1,521+21.2% | Added |
| PDS Planning, Inc | 8,714 | $584.2K | 0.06% | +174+2.0% | Added |
| Kovack Advisors, Inc. | 8,732 | $585.4K | 0.07% | −129−1.5% | Reduced |
| Woodmont Investment Counsel LLC | 8,758 | $587.1K | 0.05% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 8,792 | $589.1K | 0.06% | −199,352−95.8% | Reduced |
| Karpas Strategies, LLC | 8,852 | $593.4K | 0.18% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 8,870 | $594.6K | 0.63% | −800−8.3% | Reduced |
| Criterion Capital Advisors, LLC | 8,900 | $596.7K | 0.40% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,565 | $597.5K | 0.15% | +58+0.7% | Added |
| Private Capital Management, LLC | 9,024 | $605.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,029 | $605.3K | 0.08% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 9,101 | $610.2K | 0.02% | +88+1.0% | Added |
| Gradient Investments LLC | 9,116 | $611.1K | 0.01% | −341−3.6% | Reduced |
| Wedmont Private Capital | 8,509 | $611.3K | 0.04% | +687+8.8% | Added |
| Catalytic Wealth RIA, LLC | 9,159 | $614.0K | 0.12% | +1,202+15.1% | Added |
| Collaborative Wealth Managment Inc. | 9,175 | $615.1K | 0.31% | +9,175 | New |
| National Philanthropic Trust | 9,183 | $615.6K | 0.01% | −965−9.5% | Reduced |
| Strategic Planning Group, LLC | 9,232 | $619.0K | 0.15% | +1,462+18.8% | Added |
| Northeast Financial Consultants Inc | 9,250 | $620.1K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $620.1K | 0.12% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,252 | $620.2K | 0.18% | +37+0.4% | Added |
| Elevated Capital Advisors, LLC | 9,259 | $620.7K | 0.18% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 9,276 | $621.9K | 0.22% | −246−2.6% | Reduced |
| 180 Wealth Advisors, LLC | 9,277 | $621.9K | 0.11% | +138+1.5% | Added |
| First Wilshire Securities Management Inc | 9,365 | $628.0K | 0.18% | +191+2.1% | Added |
| Atom Investors LP | 9,435 | $632.5K | 0.08% | +6,220+193.5% | Added |
| Swiss Life Asset Management Ltd | 9,450 | $633.5K | 0.01% | −5,334−36.1% | Reduced |
| Ronald Blue Trust, Inc. | 9,466 | $634.6K | 0.01% | +632+7.2% | Added |
| Warren Averett Asset Management, LLC | 9,502 | $637.0K | 0.01% | +9,502 | New |
| CWA Asset Management Group, LLC | 9,514 | $637.8K | 0.04% | +9,514 | New |
| Dynasty Wealth Management, LLC | 9,546 | $640.0K | 0.02% | +9,546 | New |
| Fruth Investment Management | 9,548 | $640.0K | 0.16% | 00.0% | Unchanged |
| NBT Bank N A | 9,550 | $640.2K | 0.05% | −82−0.9% | Reduced |
| RSM US Wealth Management LLC | 9,557 | $640.6K | 0.02% | +844+9.7% | Added |
| Spire Wealth Management | 9,556 | $640.6K | 0.02% | +248+2.7% | Added |
| TCTC Holdings, LLC | 9,586 | $642.6K | 0.02% | +120+1.3% | Added |
| Verdence Capital Advisors LLC | 9,607 | $644.1K | 0.06% | −21−0.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,636 | $646.0K | 0.12% | +267+2.8% | Added |
| Gamco Investors, Inc. Et Al | 9,652 | $647.1K | 0.01% | +258+2.7% | Added |
| Smithfield Trust Co | 9,706 | $649.0K | 0.03% | +32+0.3% | Added |
| Circle Wealth Management, LLC | 9,695 | $650.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,699 | $650.2K | 0.16% | +29+0.3% | Added |
| Vaughan David Investments LLC | 9,716 | $651.0K | 0.02% | +2,440+33.5% | Added |
| Camden Capital, LLC | 9,754 | $653.9K | 0.06% | +241+2.5% | Added |
| Marks Group Wealth Management, Inc | 9,761 | $654.4K | 0.07% | −2,588−21.0% | Reduced |
| W Advisors, LLC | 9,764 | $654.6K | 0.45% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 9,771 | $655.1K | 0.15% | +2,065+26.8% | Added |
| Wrapmanager Inc | 9,785 | $656.0K | 0.18% | −110−1.1% | Reduced |
| Penbrook Management LLC | 9,900 | $663.7K | 0.41% | 00.0% | Unchanged |
| Trust Co of Vermont | 9,940 | $666.4K | 0.04% | +762+8.3% | Added |
| Intrust Bank NA | 9,950 | $667.0K | 0.07% | −211−2.1% | Reduced |
| Birmingham Capital Management Co Inc | 9,965 | $668.1K | 0.25% | −1,450−12.7% | Reduced |
| Empower Advisory Group, LLC | 9,970 | $668.4K | 0.00% | −312−3.0% | Reduced |
| Bank of Hawaii | 9,978 | $668.9K | 0.03% | −48−0.5% | Reduced |
| Northwest Capital Management Inc | 10,000 | $670.4K | 0.21% | 00.0% | Unchanged |
| Norden Group LLC | 10,015 | $671.4K | 0.14% | +4,210+72.5% | Added |
| Schulhoff & Co Inc | 10,022 | $671.9K | 0.29% | +185+1.9% | Added |
| Balentine LLC | 10,029 | $672.4K | 0.02% | +220+2.2% | Added |
| Welch & Forbes LLC | 10,032 | $672.5K | 0.01% | −187−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,042 | $673.2K | 0.01% | −788−7.3% | Reduced |
| Ballentine Partners, LLC | 10,045 | $673.4K | 0.01% | +99+1.0% | Added |
| NBC Securities, Inc. | 10,060 | $674.0K | 0.06% | +329+3.4% | Added |
| Rosenberg Matthew Hamilton | 9,924 | $674.0K | 0.19% | +112+1.1% | Added |
| Qtron Investments LLC | 10,135 | $679.5K | 0.10% | +1,337+15.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,175 | $682.0K | 0.01% | +239+2.4% | Added |
| Harmony Asset Management LLC | 10,207 | $684.3K | 0.28% | +4,439+77.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,266 | $688.3K | 0.00% | −493−4.6% | Reduced |
| Allworth Financial LP | 10,287 | $689.6K | 0.00% | +1,929+23.1% | Added |
| 9258 Wealth Management, LLC | 10,351 | $693.9K | 0.11% | −35−0.3% | Reduced |