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 |
|---|---|---|---|---|---|
| Cyndeo Wealth Partners, LLC | 14,722 | $987.0K | 0.08% | +12+0.1% | Added |
| Fox Run Management, L.L.C. | 14,788 | $991.4K | 0.21% | +7,434+101.1% | Added |
| Caldwell Trust Co | 14,789 | $991.5K | 0.12% | +5,201+54.2% | Added |
| Confluence Investment Management LLC | 14,803 | $992.4K | 0.01% | +146+1.0% | Added |
| Clarius Group, LLC | 14,934 | $1.00M | 0.07% | −589−3.8% | Reduced |
| EP Wealth Advisors, LLC | 14,940 | $1.00M | 0.01% | +2,994+25.1% | Added |
| Resurgent Financial Advisors LLC | 15,075 | $1.01M | 0.54% | +5,926+64.8% | Added |
| Busey Wealth Management | 15,113 | $1.01M | 0.04% | +709+4.9% | Added |
| AQR Capital Management LLC | 15,206 | $1.02M | 0.00% | +15,206 | New |
| Perpetual Ltd | 15,294 | $1.02M | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15,283 | $1.02M | 0.12% | +15,283 | New |
| Traynor Capital Management, Inc. | 15,307 | $1.03M | 0.10% | −931−5.7% | Reduced |
| Donoghue Forlines LLC | 15,386 | $1.03M | 0.29% | −1,712−10.0% | Reduced |
| Ingalls & Snyder LLC | 15,393 | $1.03M | 0.05% | −283−1.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.04M | 0.02% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,543 | $1.04M | 0.13% | +1,064+7.3% | Added |
| Boston Private Wealth LLC | 15,552 | $1.04M | 0.02% | −12,619−44.8% | Reduced |
| Rafferty Asset Management, LLC | 15,585 | $1.04M | 0.00% | −2,145−12.1% | Reduced |
| Northeast Investment Management | 15,665 | $1.05M | 0.05% | +284+1.8% | Added |
| Hilltop Holdings Inc. | 15,671 | $1.05M | 0.12% | −950−5.7% | Reduced |
| Lincoln National Corp | 15,699 | $1.05M | 0.02% | +1,454+10.2% | Added |
| Absher Wealth Management, LLC | 15,845 | $1.06M | 0.15% | +532+3.5% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.07M | 0.23% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 16,000 | $1.07M | 0.01% | −4,000−20.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,114 | $1.08M | 0.04% | −178−1.1% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $1.09M | 0.16% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 16,248 | $1.09M | 0.07% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 16,264 | $1.09M | 0.81% | +1,653+11.3% | Added |
| Auxier Asset Management | 16,346 | $1.10M | 0.17% | −1,220−6.9% | Reduced |
| Wealthspire Advisors, LLC | 16,394 | $1.10M | 0.01% | +42+0.3% | Added |
| Integrated Advisors Network LLC | 16,445 | $1.10M | 0.06% | −49,574−75.1% | Reduced |
| Main Street Financial Solutions, LLC | 16,514 | $1.11M | 0.12% | +13,328+418.3% | Added |
| Nicholas Hoffman & Company, LLC. | 16,531 | $1.11M | 0.06% | −129−0.8% | Reduced |
| Bogart Wealth, LLC | 16,593 | $1.11M | 0.06% | +2,079+14.3% | Added |
| Next Level Private LLC | 16,751 | $1.12M | 0.52% | +27+0.2% | Added |
| Ellsworth Advisors, LLC | 15,561 | $1.13M | 0.32% | +945+6.5% | Added |
| Manufacturers Life Insurance Company, The | 16,828 | $1.13M | 0.00% | −1,268−7.0% | Reduced |
| Independent Advisor Alliance | 17,030 | $1.14M | 0.04% | −1,877−9.9% | Reduced |
| Cutter & CO Brokerage, Inc. | 17,085 | $1.15M | 0.28% | −939−5.2% | Reduced |
| IFP Advisors, Inc | 17,199 | $1.15M | 0.05% | −1,210−6.6% | Reduced |
| Hilltop National Bank | 17,331 | $1.16M | 0.39% | +17,331 | New |
| Hunter Associates Investment Management LLC | 17,317 | $1.16M | 0.20% | −1,000−5.5% | Reduced |
| WNY Asset Management, LLC | 17,352 | $1.16M | 0.18% | −717−4.0% | Reduced |
| Principal Securities, Inc. | 17,359 | $1.16M | 0.04% | +1,424+8.9% | Added |
| Crescent Sterling, Ltd. | 17,477 | $1.17M | 1.07% | −3,470−16.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 17,628 | $1.18M | 0.02% | −628−3.4% | Reduced |
| Arkadios Wealth Advisors | 17,648 | $1.18M | 0.09% | +3,636+25.9% | Added |
| Glenview Trust Co | 17,821 | $1.19M | 0.03% | −16−0.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 17,822 | $1.19M | 0.07% | +13,307+294.7% | Added |
| Wedbush Securities Inc | 17,839 | $1.20M | 0.04% | −1,334−7.0% | Reduced |
| SOL Capital Management CO | 17,903 | $1.20M | 0.15% | −50−0.3% | Reduced |
| Umb Bank N A | 17,931 | $1.20M | 0.02% | −12,322−40.7% | Reduced |
| Lido Advisors, LLC | 17,974 | $1.20M | 0.01% | +2,564+16.6% | Added |
| Koshinski Asset Management, Inc. | 18,214 | $1.22M | 0.13% | +10,988+152.1% | Added |
| Parallel Advisors, LLC | 18,275 | $1.23M | 0.03% | +1,297+7.6% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.23M | 0.34% | 00.0% | Unchanged |
| Greenleaf Trust | 18,462 | $1.24M | 0.01% | −1,596−8.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,687 | $1.25M | 0.05% | +909+5.1% | Added |
| McKinley Capital Management LLC /Delaware | 18,705 | $1.25M | 0.15% | −4,074−17.9% | Reduced |
| Freestone Capital Holdings, LLC | 18,844 | $1.26M | 0.05% | +18,844 | New |
| Vident Advisory, LLC | 19,025 | $1.28M | 0.03% | −7,454−28.2% | Reduced |
| Royal Fund Management, LLC | 19,081 | $1.28M | 0.15% | +1,277+7.2% | Added |
| Howland Capital Management LLC | 19,100 | $1.28M | 0.06% | −3,900−17.0% | Reduced |
| Community Bank of Raymore | 19,150 | $1.28M | 0.60% | −4,250−18.2% | Reduced |
| Mission Wealth Management, LP | 19,195 | $1.29M | 0.03% | −2,483−11.5% | Reduced |
| Whittier Trust Co | 19,250 | $1.29M | 0.02% | +670+3.6% | Added |
| West Family Investments, Inc. | 19,281 | $1.29M | 0.40% | +490+2.6% | Added |
| Stock Yards Bank & Trust Co | 19,376 | $1.30M | 0.04% | −1,137−5.5% | Reduced |
| Vise Technologies, Inc. | 19,419 | $1.30M | 0.26% | +919+5.0% | Added |
| Clearstead Advisors, LLC | 17,630 | $1.31M | 0.06% | +236+1.4% | Added |
| Solstein Capital, LLC | 19,517 | $1.31M | 0.91% | +848+4.5% | Added |
| Israel Discount Bank of New York | 19,539 | $1.31M | 1.63% | 00.0% | Unchanged |
| Pingora Partners LLC | 19,545 | $1.31M | 0.96% | −300−1.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,589 | $1.31M | 0.12% | −405−2.0% | Reduced |
| WealthTrust Axiom LLC | 19,593 | $1.31M | 0.42% | +50.0% | Added |
| Apollon Wealth Management, LLC | 19,684 | $1.32M | 0.04% | +4,001+25.5% | Added |
| Quantbot Technologies LP | 19,814 | $1.33M | 0.07% | −31,249−61.2% | Reduced |
| Greystone Financial Group, LLC | 19,864 | $1.33M | 0.27% | +3,829+23.9% | Added |
| Red Spruce Capital, LLC | 19,986 | $1.34M | 0.62% | −157−0.8% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.34M | 0.15% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,658 | $1.35M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,158 | $1.35M | 0.02% | −45−0.2% | Reduced |
| Hartree Partners, LP | 20,160 | $1.35M | 0.35% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 20,606 | $1.36M | 0.07% | +489+2.4% | Added |
| Shufro Rose & Co LLC | 20,450 | $1.37M | 0.11% | +1,800+9.7% | Added |
| Epoch Investment Partners, Inc. | 20,521 | $1.38M | 0.01% | −22,399−52.2% | Reduced |
| Inscription Capital, LLC | 20,613 | $1.38M | 0.23% | +12,128+142.9% | Added |
| Concurrent Investment Advisors, LLC | 20,797 | $1.39M | 0.06% | +1,371+7.1% | Added |
| BTC Capital Management, Inc. | 20,886 | $1.40M | 0.13% | +20,886 | New |
| Old National Bancorp | 20,942 | $1.40M | 0.03% | −1,220−5.5% | Reduced |
| Prudential Financial Inc | 20,966 | $1.41M | 0.00% | −9,183−30.5% | Reduced |
| Herold Advisors, Inc. | 21,105 | $1.41M | 0.34% | +207+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 21,118 | $1.42M | 0.04% | +1,976+10.3% | Added |
| Great Lakes Retirement, Inc. | 21,131 | $1.42M | 0.21% | +851+4.2% | Added |
| Stratos Wealth Partners, LTD. | 21,153 | $1.42M | 0.02% | −2,277−9.7% | Reduced |
| Sendero Wealth Management, LLC | 21,305 | $1.43M | 0.25% | −6,878−24.4% | Reduced |
| Engineers Gate Manager LP | 21,330 | $1.43M | 0.04% | +21,330 | New |
| Barry Investment Advisors, LLC | 21,455 | $1.44M | 0.48% | −25−0.1% | Reduced |
| Atlas Private Wealth Management | 21,620 | $1.45M | 0.61% | +436+2.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,721 | $1.46M | 0.05% | +29+0.1% | Added |