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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 337,734 | $22.6M | 3.06% | +32,908+10.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 336,058 | $22.5M | 1.67% | −7,837−2.3% | Reduced |
| Willis Investment Counsel | 335,029 | $22.5M | 1.54% | +1,160+0.3% | Added |
| Groupama Asset Managment | 670,647 | $22.2M | 0.41% | +670,647 | New |
| Mariner, LLC | 330,102 | $22.1M | 0.05% | −10,153−3.0% | Reduced |
| Cerity Partners LLC | 324,644 | $21.8M | 0.06% | +47,575+17.2% | Added |
| Guardian Capital LP | 310,865 | $20.8M | 0.73% | −1,399−0.4% | Reduced |
| Thomasville National Bank | 308,575 | $20.7M | 1.70% | +13,838+4.7% | Added |
| Two Sigma Advisers, LP | 306,800 | $20.6M | 0.05% | +28,500+10.2% | Added |
| Harvest Portfolios Group Inc. | 304,009 | $20.4M | 0.80% | +39,470+14.9% | Added |
| SEI Investments Co | 298,732 | $20.0M | 0.03% | +13,979+4.9% | Added |
| Truist Financial Corp | 298,334 | $20.0M | 0.03% | −7,125−2.3% | Reduced |
| Wedge Capital Management L L P | 291,078 | $19.5M | 0.32% | +29,075+11.1% | Added |
| Citigroup Inc | 286,103 | $19.2M | 0.02% | −139,519−32.8% | Reduced |
| Anchor Capital Advisors LLC | 283,397 | $19.0M | 0.50% | −33,989−10.7% | Reduced |
| Logan Capital Management Inc | 268,992 | $18.0M | 0.77% | +28,442+11.8% | Added |
| Fort Washington Investment Advisors Inc | 264,501 | $17.7M | 0.11% | +470.0% | Added |
| Creative Planning | 262,910 | $17.6M | 0.02% | +18,086+7.4% | Added |
| Schonfeld Strategic Advisors LLC | 258,371 | $17.3M | 0.14% | +57,688+28.7% | Added |
| Grandfield & Dodd, LLC | 255,330 | $17.1M | 1.08% | −1,147−0.4% | Reduced |
| Northwest & Ethical Investments L.P. | 251,004 | $16.8M | 0.48% | +6,975+2.9% | Added |
| Gemsstock Limited | 250,924 | $16.8M | 6.35% | +1,000+0.4% | Added |
| 1832 Asset Management L.P. | 248,427 | $16.7M | 0.03% | −29,251−10.5% | Reduced |
| Davenport & Co LLC | 239,308 | $16.0M | 0.10% | −1,530−0.6% | Reduced |
| Klingenstein Fields & Co LP | 237,340 | $15.9M | 0.66% | +307+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 233,900 | $15.7M | 0.02% | +15,740+7.2% | Added |
| Invenomic Capital Management LP | 232,315 | $15.6M | 0.83% | +59,423+34.4% | Added |
| South Dakota Investment Council | 229,673 | $15.4M | 0.32% | 00.0% | Unchanged |
| Sapient Capital LLC | 226,549 | $15.2M | 0.34% | −311,747−57.9% | Reduced |
| Pathstone Holdings, LLC | 225,876 | $15.1M | 0.07% | +31,864+16.4% | Added |
| Ci Investments Inc. | 223,327 | $15.0M | 0.06% | −132,248−37.2% | Reduced |
| Willis Johnson & Associates, Inc. | 222,733 | $14.9M | 1.30% | +19,931+9.8% | Added |
| M&T Bank Corp | 222,061 | $14.9M | 0.05% | −4,625−2.0% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.8M | 1.41% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 220,161 | $14.8M | 0.03% | −97,696−30.7% | Reduced |
| Becker Capital Management Inc | 217,529 | $14.6M | 0.50% | −5,176−2.3% | Reduced |
| Evergreen Capital Management LLC | 212,143 | $14.2M | 0.54% | +3,430+1.6% | Added |
| SPX Equities Gestao de Recursos Ltda | 210,680 | $14.1M | 1.24% | +104,160+97.8% | Added |
| Fayez Sarofim & Co | 209,972 | $14.1M | 0.04% | −4,617−2.2% | Reduced |
| Mercer Global Advisors Inc | 201,666 | $13.5M | 0.04% | +3,089+1.6% | Added |
| Callodine Capital Management, LP | 200,000 | $13.4M | 3.24% | +15,000+8.1% | Added |
| New Age Alpha Advisors, LLC | 198,300 | $13.3M | 8.01% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 186,415 | $13.2M | 2.68% | −27,625−12.9% | Reduced |
| Tocqueville Asset Management L.P. | 196,240 | $13.2M | 0.21% | −420−0.2% | Reduced |
| Van Hulzen Asset Management, LLC | 195,761 | $13.1M | 0.87% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 187,266 | $12.6M | 0.16% | +4,622+2.5% | Added |
| Beach Investment Counsel Inc | 189,410 | $12.5M | 1.54% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 182,858 | $12.3M | 0.11% | +2,376+1.3% | Added |
| FineMark National Bank & Trust | 181,508 | $12.2M | 0.45% | −2,016−1.1% | Reduced |
| Scotia Capital Inc. | 180,655 | $12.1M | 0.07% | −8,228−4.4% | Reduced |
| Country Club Bank | 178,447 | $12.0M | 0.84% | −1,576−0.9% | Reduced |
| Cohen Klingenstein LLC | 178,178 | $11.9M | 0.44% | 00.0% | Unchanged |
| Cetera Investment Advisers | 176,310 | $11.8M | 0.03% | +127,521+261.4% | Added |
| Oppenheimer Asset Management Inc. | 175,657 | $11.8M | 0.17% | −10,544−5.7% | Reduced |
| Glenmede Trust Co NA | 175,209 | $11.7M | 0.06% | +11,523+7.0% | Added |
| National Bank of Canada | 156,390 | $11.6M | 0.02% | +3,605+2.4% | Added |
| Allied Investment Advisors, LLC | 171,430 | $11.5M | 2.77% | +3,714+2.2% | Added |
| Crossmark Global Holdings, Inc. | 170,985 | $11.5M | 0.22% | −6,253−3.5% | Reduced |
| Stamos Capital Partners, L.P. | 170,230 | $11.4M | 2.59% | −3,310−1.9% | Reduced |
| Everett Harris & Co | 168,701 | $11.3M | 0.15% | +32,763+24.1% | Added |
| Stephens Inc | 166,927 | $11.2M | 0.17% | +11,060+7.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 160,439 | $10.8M | 0.04% | +150,252+1,474.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 157,739 | $10.6M | 0.04% | −5,273−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 156,852 | $10.5M | 0.12% | +28,841+22.5% | Added |
| Manning & Napier Group, LLC | 154,707 | $10.4M | 0.12% | −14,529−8.6% | Reduced |
| LMCG Investments, LLC | 152,616 | $10.2M | 0.60% | +145,818+2,145.0% | Added |
| Aquatic Capital Management LLC | 152,100 | $10.2M | 0.33% | +90,200+145.7% | Added |
| Sit Investment Associates Inc | 145,855 | $9.78M | 0.22% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 144,885 | $9.71M | 0.03% | +1,728+1.2% | Added |
| Edgemoor Investment Advisors, Inc. | 143,094 | $9.59M | 0.91% | +7,623+5.6% | Added |
| Pinnacle Financial Partners Inc | 138,190 | $9.26M | 0.20% | +4,067+3.0% | Added |
| Woodstock Corp | 135,584 | $9.09M | 0.94% | +2,603+2.0% | Added |
| Crocodile Capital Partners GmbH | 135,306 | $9.07M | 12.51% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 119,366 | $8.93M | 0.07% | +17,997+17.8% | Added |
| Captrust Financial Advisors | 131,862 | $8.84M | 0.03% | −70,391−34.8% | Reduced |
| Federated Hermes, Inc. | 131,446 | $8.81M | 0.02% | +42,282+47.4% | Added |
| MML Investors Services, LLC | 131,084 | $8.79M | 0.04% | +31,930+32.2% | Added |
| Charles Schwab Investment Management Inc | 130,994 | $8.78M | 0.00% | +32,288+32.7% | Added |
| Janney Capital Management LLC | 130,974 | $8.78M | 0.58% | −5,293−3.9% | Reduced |
| Pinnacle Associates Ltd | 130,687 | $8.76M | 0.14% | −1,895−1.4% | Reduced |
| Bragg Financial Advisors, Inc | 130,394 | $8.74M | 0.39% | +440.0% | Added |
| Voya Investment Management LLC | 130,132 | $8.72M | 0.01% | +321+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 129,839 | $8.70M | 0.01% | −8,499−6.1% | Reduced |
| Neville Rodie & Shaw Inc | 128,000 | $8.58M | 0.66% | −100−0.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 127,489 | $8.55M | 2.57% | +7,720+6.4% | Added |
| Nikko Asset Management Americas, Inc. | 125,929 | $8.44M | 0.08% | −8,414−6.3% | Reduced |
| Walleye Capital LLC | 123,042 | $8.25M | 0.09% | +123,042 | New |
| Edge Capital Group, LLC | 121,446 | $8.14M | 0.40% | +6,605+5.8% | Added |
| Eagle Global Advisors LLC | 120,195 | $8.06M | 0.45% | +638+0.5% | Added |
| Baird Financial Group, Inc. | 118,703 | $7.96M | 0.02% | −25,970−18.0% | Reduced |
| Gluskin Sheff & Assoc Inc | 237,293 | $7.92M | 0.79% | +2,430+1.0% | Added |
| Ibex Wealth Advisors | 138,546 | $7.89M | 2.14% | +138,411+102,526.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 116,199 | $7.79M | 0.02% | +6,356+5.8% | Added |
| Prospera Financial Services Inc | 113,816 | $7.63M | 0.23% | +4,052+3.7% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.63M | 1.96% | 00.0% | Unchanged |
| Leuthold Group, LLC | 113,672 | $7.62M | 0.86% | −468−0.4% | Reduced |
| Adell Harriman & Carpenter Inc | 113,176 | $7.59M | 0.62% | +8,644+8.3% | Added |
| TownSquare Capital, LLC | 112,587 | $7.55M | 0.11% | +417+0.4% | Added |
| Sandy Spring Bank | 112,154 | $7.52M | 0.34% | +4,015+3.7% | Added |
| Cutler Capital Management, LLC | 108,258 | $7.26M | 2.85% | +817+0.8% | Added |