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 |
|---|---|---|---|---|---|
| RBF Capital, LLC | 5,000 | $335.2K | 0.02% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 4,998 | $335.1K | 0.12% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $333.1K | 0.06% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,936 | $330.9K | 0.01% | +1,404+39.8% | Added |
| PFS Partners, LLC | 4,924 | $330.1K | 0.22% | +46+0.9% | Added |
| Ti-Trust, Inc | 4,920 | $329.8K | 0.24% | +816+19.9% | Added |
| Naples Global Advisors, LLC | 4,917 | $329.6K | 0.03% | −845−14.7% | Reduced |
| Mengis Capital Management, Inc. | 4,910 | $329.2K | 0.05% | +4,910 | New |
| Founders Capital Management, LLC | 4,862 | $325.9K | 0.06% | −100−2.0% | Reduced |
| Saturna Capital CORP | 4,849 | $325.1K | 0.00% | −3,950−44.9% | Reduced |
| Atlas Brown,Inc. | 4,842 | $324.6K | 0.12% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,838 | $324.3K | 0.03% | +739+18.0% | Added |
| Keudell/Morrison Wealth Management | 4,831 | $323.9K | 0.10% | +754+18.5% | Added |
| E&G Advisors, LP | 4,829 | $323.7K | 0.10% | −400−7.6% | Reduced |
| Concorde Asset Management, LLC | 4,828 | $323.7K | 0.22% | −11−0.2% | Reduced |
| Joel Isaacson & Co., LLC | 4,817 | $322.9K | 0.02% | +1,345+38.7% | Added |
| Red Door Wealth Management, LLC | 4,807 | $322.3K | 0.06% | +561+13.2% | Added |
| Key Client Fiduciary Advisors, LLC | 4,805 | $322.1K | 0.17% | +17+0.4% | Added |
| Brave Asset Management Inc | 4,800 | $321.8K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,785 | $320.8K | 0.10% | +453+10.5% | Added |
| Keel Point, LLC | 4,783 | $320.6K | 0.03% | −157−3.2% | Reduced |
| Capital Advisors Inc | 4,770 | $319.8K | 0.01% | +180+3.9% | Added |
| Atlas Capital Advisors LLC | 4,743 | $318.0K | 0.05% | −761−13.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,728 | $317.0K | 0.03% | +4,728 | New |
| Compagnie Lombard Odier SCmA | 4,710 | $315.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 4,708 | $315.6K | 0.00% | +4,708 | New |
| AllSquare Wealth Management LLC | 4,700 | $315.1K | 0.18% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4,685 | $314.1K | 0.15% | −640−12.0% | Reduced |
| Chicago Capital, LLC | 4,664 | $312.7K | 0.01% | −526−10.1% | Reduced |
| Gateway Wealth Partners, LLC | 4,659 | $312.3K | 0.11% | −151−3.1% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $312.1K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 4,650 | $311.7K | 0.02% | 00.0% | Unchanged |
| Gagnon Securities LLC | 4,631 | $310.5K | 0.07% | −124−2.6% | Reduced |
| Independence Bank of Kentucky | 4,628 | $310.3K | 0.09% | −1,455−23.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,615 | $309.4K | 0.01% | −103−2.2% | Reduced |
| Keating Investment Counselors Inc | 4,600 | $308.4K | 0.10% | +290+6.7% | Added |
| Lawson Kroeker Investment Management Inc | 4,595 | $308.0K | 0.06% | −380−7.6% | Reduced |
| Southeast Asset Advisors Inc. | 4,558 | $305.6K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $305.0K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $304.1K | 0.04% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,537 | $304.0K | 0.05% | −19,399−81.0% | Reduced |
| Foster Victor Wealth Advisors, LLC | 4,179 | $303.6K | 0.03% | 00.0% | Unchanged |
| Abel Hall, LLC | 4,526 | $303.4K | 0.23% | +182+4.2% | Added |
| SevenBridge Financial Group, LLC | 4,192 | $303.4K | 0.07% | −892−17.5% | Reduced |
| First American Trust, FSB | 4,524 | $303.3K | 0.03% | +4,524 | New |
| First Financial Corp | 4,499 | $301.6K | 0.15% | +28+0.6% | Added |
| Capital Investment Advisory Services, LLC | 4,498 | $301.5K | 0.03% | +56+1.3% | Added |
| SG Americas Securities, LLC | 4,471 | $300.0K | 0.00% | −6,671−59.9% | Reduced |
| Canopy Partners, LLC | 4,474 | $299.9K | 0.15% | +1,121+33.4% | Added |
| Davis R M Inc | 4,468 | $299.5K | 0.01% | +910+25.6% | Added |
| Ballew Advisors, Inc | 4,121 | $299.4K | 0.21% | −195−4.5% | Reduced |
| Summitry LLC | 4,454 | $298.6K | 0.02% | +4,454 | New |
| Lafayette Investments, Inc. | 4,452 | $298.5K | 0.07% | −395−8.1% | Reduced |
| First National Bank of Hutchinson | 4,439 | $297.6K | 0.20% | +21+0.5% | Added |
| Eads & Heald Wealth Management | 4,424 | $297.0K | 0.14% | −105−2.3% | Reduced |
| St Germain D J Co Inc | 4,408 | $295.5K | 0.01% | −272−5.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,407 | $295.4K | 0.08% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,404 | $295.2K | 0.06% | −191−4.2% | Reduced |
| Indie Asset Partners, LLC | 4,365 | $292.6K | 0.26% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,355 | $291.9K | 0.18% | +20.0% | Added |
| Quotient Wealth Partners, LLC | 4,343 | $291.1K | 0.01% | −225−4.9% | Reduced |
| Washington Trust Co | 4,330 | $290.3K | 0.01% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,300 | $288.3K | 0.03% | −600−12.2% | Reduced |
| Roman Butler Fullerton & Co | 3,978 | $288.0K | 0.11% | −278−6.5% | Reduced |
| Linscomb & Williams, Inc. | 4,295 | $288.0K | 0.01% | +191+4.7% | Added |
| Tranquility Partners, LLC | 4,271 | $286.3K | 0.11% | +67+1.6% | Added |
| Sutton Place Investors LLC | 4,262 | $285.7K | 0.14% | −40−0.9% | Reduced |
| PFG Advisors | 4,255 | $285.3K | 0.02% | +524+14.0% | Added |
| CRA Financial Services, LLC | 4,255 | $285.3K | 0.06% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,012 | $285.1K | 0.33% | −54−1.3% | Reduced |
| Confluence Wealth Services, Inc. | 4,248 | $284.8K | 0.03% | −804−15.9% | Reduced |
| BLB&B Advisors, LLC | 4,244 | $284.5K | 0.02% | −302−6.6% | Reduced |
| Pensionmark Financial Group, LLC | 4,238 | $284.1K | 0.04% | +4,238 | New |
| Ransom Advisory, Ltd | 4,237 | $284.0K | 0.15% | +4,237 | New |
| Focus Financial Network, Inc. | 3,994 | $283.7K | 0.01% | +3,994 | New |
| Marcum Wealth, LLC | 4,223 | $283.1K | 0.03% | +150+3.7% | Added |
| Banque Cantonale Vaudoise | 4,200 | $282.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3,923 | $281.5K | 0.08% | +39+1.0% | Added |
| Smith, Moore & Co. | 4,196 | $281.3K | 0.03% | −210−4.8% | Reduced |
| Henshaw Capital LLC | 4,186 | $280.6K | 0.01% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $279.4K | 0.23% | 00.0% | Unchanged |
| Keating Wealth Management LLC | 4,165 | $279.2K | 0.17% | −177−4.1% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $279.2K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 4,150 | $278.2K | 0.17% | −500−10.8% | Reduced |
| Credit Agricole S A | 3,900 | $277.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 4,124 | $276.5K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,118 | $276.1K | 0.05% | +808+24.4% | Added |
| Sepio Capital, LP | 4,117 | $276.0K | 0.02% | −373−8.3% | Reduced |
| First Citizens Bank & Trust Co | 4,116 | $275.9K | 0.01% | +336+8.9% | Added |
| Silverlake Wealth Management LLC | 4,114 | $275.8K | 0.14% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,111 | $275.6K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,061 | $272.3K | 0.06% | +7+0.2% | Added |
| Argent Advisors, Inc. | 4,059 | $272.1K | 0.11% | +378+10.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,054 | $271.8K | 0.01% | −256−5.9% | Reduced |
| Stokes Family Office, LLC | 4,048 | $271.4K | 0.03% | −69−1.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 4,063 | $271.0K | 0.15% | +4,063 | New |
| Mechanics Bank Trust Department | 4,039 | $270.8K | 0.04% | −50−1.2% | Reduced |
| RDA Financial Network | 4,029 | $270.1K | 0.09% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,004 | $268.4K | 0.01% | −10.0% | Reduced |
| Leonteq Securities AG | 4,000 | $268.2K | 0.04% | 00.0% | Unchanged |