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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 10,383 | $696.1K | 0.02% | +4,739+84.0% | Added |
| Henry James International Management, Inc. | 10,387 | $696.3K | 0.21% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 10,443 | $700.1K | 0.38% | +2,552+32.3% | Added |
| Schnieders Capital Management LLC | 10,460 | $701.2K | 0.14% | 00.0% | Unchanged |
| Private Trust Co NA | 10,557 | $707.7K | 0.08% | +25+0.2% | Added |
| Trust Point Inc. | 10,558 | $707.8K | 0.06% | +2,171+25.9% | Added |
| Proequities, Inc. | 10,644 | $713.6K | 0.05% | −103−1.0% | Reduced |
| Eagle Asset Management Inc | 10,511 | $713.9K | 0.00% | −251−2.3% | Reduced |
| Investors Research Corp | 10,657 | $714.4K | 0.17% | −200−1.8% | Reduced |
| Finivi Inc. | 10,671 | $715.4K | 0.65% | +120+1.1% | Added |
| AE Wealth Management LLC | 10,690 | $716.7K | 0.01% | −24,146−69.3% | Reduced |
| Puzo Michael J | 10,750 | $720.7K | 0.20% | −3,500−24.6% | Reduced |
| Aaron Wealth Advisors | 10,817 | $725.2K | 0.10% | +6,960+180.5% | Added |
| Horizon Investments, LLC | 10,837 | $726.5K | 0.02% | +10,811+41,580.8% | Added |
| Retirement Planning Co of New England, Inc. | 10,844 | $727.0K | 0.40% | −593−5.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,853 | $727.6K | 0.13% | −3,209−22.8% | Reduced |
| Eqis Capital Management, Inc. | 10,891 | $730.1K | 0.06% | −2,108−16.2% | Reduced |
| John G Ullman & Associates Inc | 10,900 | $730.7K | 0.11% | +800+7.9% | Added |
| TrinityPoint Wealth, LLC | 10,916 | $731.8K | 0.12% | +861+8.6% | Added |
| Founders Financial Securities LLC | 10,936 | $733.1K | 0.08% | +10,936 | New |
| First Horizon Advisors, Inc. | 10,955 | $734.5K | 0.02% | −404−3.6% | Reduced |
| Gratus Wealth Advisors, LLC | 10,355 | $735.5K | 0.14% | +10,355 | New |
| Gryphon Financial Partners LLC | 11,029 | $739.4K | 0.12% | +11,029 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,039 | $740.0K | 0.10% | +4,156+60.4% | Added |
| Moneta Group Investment Advisors LLC | 11,063 | $741.6K | 0.01% | −1,106−9.1% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 11,114 | $745.1K | 0.03% | −1,998−15.2% | Reduced |
| SYSTM Wealth Solutions LLC | 11,133 | $746.4K | 0.09% | −1,380−11.0% | Reduced |
| Flagship Harbor Advisors, LLC | 11,144 | $747.1K | 0.05% | −61−0.5% | Reduced |
| Bright Futures Wealth Management, LLC. | 10,475 | $748.3K | 0.40% | +10,475 | New |
| GW Henssler & Associates Ltd | 11,167 | $748.6K | 0.04% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,285 | $756.5K | 0.02% | −313−2.7% | Reduced |
| Williamson Legacy Group, LLC | 11,292 | $757.0K | 0.59% | +393+3.6% | Added |
| Nwam LLC | 10,635 | $759.8K | 0.06% | −984−8.5% | Reduced |
| Independent Financial Group, LLC | 11,366 | $762.0K | 0.03% | −134−1.2% | Reduced |
| CAPROCK Group, Inc. | 11,410 | $764.9K | 0.04% | −638−5.3% | Reduced |
| Bessemer Group Inc | 11,405 | $765.0K | 0.00% | −784−6.4% | Reduced |
| Evoke Wealth, LLC | 11,605 | $778.0K | 0.02% | +11,605 | New |
| ETF Store, Inc. | 11,642 | $780.5K | 0.45% | −120−1.0% | Reduced |
| Syon Capital LLC | 11,645 | $780.7K | 0.07% | +300+2.6% | Added |
| Coldstream Capital Management Inc | 11,684 | $783.3K | 0.02% | +1,378+13.4% | Added |
| Glen Eagle Advisors, LLC | 11,750 | $787.7K | 0.15% | +755+6.9% | Added |
| TCG Advisory Services, LLC | 11,751 | $787.8K | 0.04% | +1,866+18.9% | Added |
| GFG Capital, LLC | 11,824 | $792.7K | 0.20% | +11+0.1% | Added |
| Bank Ozk | 11,828 | $792.9K | 0.35% | +5,244+79.6% | Added |
| Ironsides Asset Advisors, LLC | 11,845 | $794.1K | 0.27% | +1,317+12.5% | Added |
| Mather Group, LLC. | 12,107 | $796.6K | 0.01% | −811−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 11,920 | $799.1K | 0.03% | −500−4.0% | Reduced |
| James Investment Research Inc | 11,932 | $799.9K | 0.10% | −86−0.7% | Reduced |
| Aull & Monroe Investment Management Corp | 11,947 | $800.9K | 0.37% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 11,964 | $802.1K | 0.18% | +248+2.1% | Added |
| J.W. Cole Advisors, Inc. | 11,974 | $803.6K | 0.04% | −47−0.4% | Reduced |
| Diversified Trust Co | 11,992 | $803.9K | 0.02% | +3,093+34.8% | Added |
| WESPAC Advisors, LLC | 12,057 | $808.3K | 0.47% | +1,452+13.7% | Added |
| Lake Street Advisors Group, LLC | 12,091 | $810.6K | 0.04% | −965−7.4% | Reduced |
| Ameritas Advisory Services, LLC | 11,354 | $812.6K | 0.03% | +1,413+14.2% | Added |
| Pin Oak Investment Advisors Inc | 12,166 | $816.0K | 0.78% | −30−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 12,197 | $817.7K | 0.01% | +12,197 | New |
| Oxbow Advisors, LLC | 12,240 | $820.6K | 0.11% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 12,248 | $821.1K | 0.11% | +12,248 | New |
| Fidelis Capital Partners, LLC | 12,405 | $831.6K | 0.13% | +6,523+110.9% | Added |
| True Wealth Design, LLC | 12,418 | $832.5K | 0.21% | +305+2.5% | Added |
| First Manhattan Co | 12,433 | $833.6K | 0.00% | +514+4.3% | Added |
| Wealth Alliance | 12,532 | $840.1K | 0.11% | −2,465−16.4% | Reduced |
| Mutual Advisors, LLC | 12,626 | $846.4K | 0.03% | +266+2.2% | Added |
| Archetype Wealth Partners | 12,654 | $848.0K | 0.14% | +1,633+14.8% | Added |
| Texas Yale Capital Corp. | 12,758 | $855.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,776 | $856.5K | 0.13% | −36−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,791 | $857.5K | 0.07% | −14,958−53.9% | Reduced |
| Pacific Global Investment Management CO | 12,828 | $860.0K | 0.16% | +128+1.0% | Added |
| Shoker Investment Counsel, Inc. | 12,684 | $861.5K | 0.31% | 00.0% | Unchanged |
| NVWM, LLC | 12,853 | $861.7K | 0.24% | +342+2.7% | Added |
| Citadel Advisors LLC | 12,990 | $870.9K | 0.00% | +4,147+46.9% | Added |
| Caas Capital Management LP | 13,000 | $871.5K | 0.37% | +3,000+30.0% | Added |
| Guggenheim Capital LLC | 13,019 | $872.8K | 0.01% | −4,513−25.7% | Reduced |
| Brookstone Capital Management | 13,038 | $874.1K | 0.02% | +2,358+22.1% | Added |
| EPG Wealth Management LLC | 13,187 | $884.1K | 0.22% | +45+0.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,215 | $885.9K | 0.06% | +93+0.7% | Added |
| DMG Group, LLC | 13,283 | $890.5K | 0.77% | +1,126+9.3% | Added |
| Radnor Capital Management, LLC | 13,342 | $894.0K | 0.15% | −609−4.4% | Reduced |
| Arete Wealth Advisors, LLC | 13,398 | $897.9K | 0.08% | −1,661−11.0% | Reduced |
| Dynamic Advisor Solutions LLC | 13,404 | $898.6K | 0.03% | +649+5.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,545 | $908.0K | 0.13% | +10.0% | Added |
| Sage Rhino Capital LLC | 13,550 | $908.4K | 0.21% | +71+0.5% | Added |
| Tiaa Trust, National Association | 13,568 | $909.6K | 0.00% | +630+4.9% | Added |
| Hayek Kallen Investment Management | 13,598 | $912.0K | 0.35% | +18+0.1% | Added |
| Legacy Financial Advisors, Inc. | 13,654 | $915.4K | 0.16% | +468+3.5% | Added |
| Toronto Dominion Bank | 13,768 | $923.0K | 0.00% | +20+0.1% | Added |
| First National Bank of Omaha | 12,677 | $929.0K | 0.06% | −1,699−11.8% | Reduced |
| Mairs & Power Inc | 13,920 | $933.2K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,979 | $937.2K | 0.04% | −1,958−12.3% | Reduced |
| Coronation Fund Managers Ltd. | 14,133 | $947.5K | 0.03% | −887−5.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 14,200 | $952.0K | 0.00% | +14,200 | New |
| Kingsview Wealth Management, LLC | 14,207 | $952.5K | 0.02% | +103+0.7% | Added |
| Chesley Taft & Associates LLC | 14,215 | $953.0K | 0.05% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 14,280 | $957.3K | 0.02% | −215−1.5% | Reduced |
| Sunbelt Securities, Inc. | 14,394 | $965.0K | 0.11% | +337+2.4% | Added |
| American Financial Group Inc | 14,500 | $972.0K | 0.37% | 00.0% | Unchanged |
| Intrua Financial, LLC | 14,583 | $977.7K | 0.15% | −115−0.8% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $982.6K | 0.02% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 14,685 | $984.5K | 0.03% | −933−6.0% | Reduced |