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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 108,076 | $7.25M | 0.03% | −7,522−6.5% | Reduced |
| Avantax Advisory Services, Inc. | 107,963 | $7.24M | 0.06% | −4,905−4.3% | Reduced |
| Banco Santander, S.A. | 106,518 | $7.14M | 0.09% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 105,880 | $7.10M | 1.48% | +27,077+34.4% | Added |
| Regency Capital Management Inc. | 105,774 | $7.09M | 4.51% | +883+0.8% | Added |
| Eastover Investment Advisors LLC | 105,731 | $7.09M | 3.48% | −2,105−2.0% | Reduced |
| Augustine Asset Management Inc | 105,123 | $7.05M | 2.94% | −210−0.2% | Reduced |
| Renaissance Group LLC | 104,812 | $7.03M | 0.27% | −480.0% | Reduced |
| JBF Capital, Inc. | 101,000 | $6.73M | 1.10% | 00.0% | Unchanged |
| New England Asset Management Inc | 99,315 | $6.66M | 1.03% | +5,080+5.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 98,725 | $6.62M | 0.25% | −4,711−4.6% | Reduced |
| Covalis Capital LLP | 98,313 | $6.59M | 0.82% | −1,241,000−92.7% | Reduced |
| Heritage Investors Management Corp | 98,115 | $6.58M | 0.23% | −250.0% | Reduced |
| Thornburg Investment Management Inc | 96,705 | $6.56M | 0.09% | −1,383−1.4% | Reduced |
| Claret Asset Management Corp | 96,605 | $6.48M | 1.09% | −767−0.8% | Reduced |
| Simplicity Wealth,LLC | 96,547 | $6.47M | 0.15% | +96,547 | New |
| JustInvest LLC | 94,617 | $6.34M | 0.14% | +9,354+11.0% | Added |
| Bleakley Financial Group, LLC | 93,036 | $6.24M | 0.18% | −964−1.0% | Reduced |
| Hohimer Wealth Management, LLC | 90,002 | $6.03M | 1.41% | −2,066−2.2% | Reduced |
| Clearbridge Investments, LLC | 89,632 | $6.01M | 0.00% | +101+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,604 | $5.94M | 0.04% | +88,604 | New |
| SIR Capital Management, L.P. | 86,400 | $5.79M | 0.58% | +35,500+69.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 86,152 | $5.78M | 0.06% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 86,050 | $5.77M | 3.13% | −50.0% | Reduced |
| Renaissance Technologies LLC | 85,286 | $5.72M | 0.01% | −199,000−70.0% | Reduced |
| Keybank National Association | 85,181 | $5.71M | 0.02% | −4,176−4.7% | Reduced |
| Carlson Capital L P | 85,000 | $5.70M | 0.46% | +85,000 | New |
| Cary Street Partner Investment Advisory LLC | 84,709 | $5.68M | 0.24% | −1,791−2.1% | Reduced |
| South State Corp. | 84,608 | $5.67M | 0.44% | +4,589+5.7% | Added |
| Synovus Financial Corp | 84,324 | $5.65M | 0.07% | +5,558+7.1% | Added |
| Quantitative Investment Management, LLC | 84,335 | $5.65M | 0.33% | +26,996+47.1% | Added |
| Hennessy Advisors Inc | 82,600 | $5.54M | 0.23% | −2,800−3.3% | Reduced |
| tru Independence LLC | 81,116 | $5.44M | 1.60% | −1,503−1.8% | Reduced |
| Naviter Wealth, LLC | 80,288 | $5.38M | 0.88% | +9,153+12.9% | Added |
| Miller Howard Investments Inc | 80,000 | $5.36M | 0.18% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 78,331 | $5.25M | 0.04% | +1,533+2.0% | Added |
| Nelson Capital Management, LLC | 77,845 | $5.22M | 1.00% | −2,037−2.6% | Reduced |
| CSS LLC | 74,396 | $4.99M | 0.40% | +36,468+96.2% | Added |
| Colony Group, LLC | 72,385 | $4.85M | 0.04% | +25,187+53.4% | Added |
| Hedges Asset Management LLC | 70,850 | $4.75M | 3.33% | 00.0% | Unchanged |
| Atria Investments LLC | 70,729 | $4.74M | 0.07% | +4,659+7.1% | Added |
| Azimuth Capital Investment Management LLC | 70,660 | $4.74M | 0.20% | −9,665−12.0% | Reduced |
| Bard Financial Services, Inc. | 70,525 | $4.73M | 0.50% | +1,875+2.7% | Added |
| Toroso Investments, LLC | 70,241 | $4.71M | 0.08% | +3,950+6.0% | Added |
| GYL Financial Synergies, LLC | 70,044 | $4.70M | 0.37% | +2,319+3.4% | Added |
| Ritholtz Wealth Management | 70,006 | $4.69M | 0.16% | +21,470+44.2% | Added |
| Royce & Associates LP | 70,000 | $4.69M | 0.04% | 00.0% | Unchanged |
| Viking Fund Management LLC | 70,000 | $4.69M | 0.85% | 00.0% | Unchanged |
| Brookmont Capital Management | 69,460 | $4.66M | 2.45% | +768+1.1% | Added |
| First Trust Advisors LP | 68,855 | $4.62M | 0.00% | +3,350+5.1% | Added |
| Hiddenite Capital Partners LP | 68,500 | $4.59M | 5.27% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 67,909 | $4.55M | 0.54% | −100.0% | Reduced |
| Peapack Gladstone Financial Corp | 67,855 | $4.55M | 0.07% | −338−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 67,631 | $4.53M | 0.05% | −221,508−76.6% | Reduced |
| Blair William & Co | 67,276 | $4.51M | 0.01% | +1,759+2.7% | Added |
| Royal London Asset Management Ltd | 66,920 | $4.49M | 0.01% | +21,844+48.5% | Added |
| Palogic Value Management, L.P. | 66,069 | $4.43M | 1.92% | +364+0.6% | Added |
| Veriti Management LLC | 65,967 | $4.42M | 0.33% | −4,429−6.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 65,787 | $4.41M | 0.33% | +56,414+601.9% | Added |
| Bremer Bank National Association | 65,694 | $4.40M | 0.82% | +4,083+6.6% | Added |
| Advocate Group LLC | 65,595 | $4.40M | 0.87% | −2,427−3.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 65,000 | $4.36M | 0.01% | −420,000−86.6% | Reduced |
| Employees Retirement System of Texas | 64,510 | $4.33M | 0.05% | −42,550−39.7% | Reduced |
| Kestra Advisory Services, LLC | 64,245 | $4.31M | 0.03% | +10,642+19.9% | Added |
| Susquehanna International Group Ltd. | 64,106 | $4.30M | 1.02% | +18,689+41.1% | Added |
| Huntington National Bank | 62,835 | $4.21M | 0.03% | +3,876+6.6% | Added |
| YHB Investment Advisors, Inc. | 62,752 | $4.21M | 0.37% | −1,558−2.4% | Reduced |
| Exencial Wealth Advisors, LLC | 62,721 | $4.20M | 0.16% | +715+1.2% | Added |
| Assetmark, Inc | 62,599 | $4.20M | 0.01% | −8,528−12.0% | Reduced |
| Susquehanna International Group, LLP | 62,592 | $4.20M | 0.01% | +38,830+163.4% | Added |
| Raymond James Trust N.A. | 62,085 | $4.16M | 0.10% | −869−1.4% | Reduced |
| Marshall Wace, LLP | 61,400 | $4.12M | 0.01% | +61,400 | New |
| Beddow Capital Management Inc | 60,896 | $4.08M | 1.79% | −1,655−2.6% | Reduced |
| Fiduciary Trust Co | 60,758 | $4.07M | 0.06% | −1,265−2.0% | Reduced |
| Brinker Capital Investments, LLC | 58,908 | $3.95M | 0.04% | +2,977+5.3% | Added |
| Orion Portfolio Solutions, LLC | 58,908 | $3.95M | 0.04% | +2,977+5.3% | Added |
| Dodge & Cox | 58,213 | $3.90M | 0.00% | −600−1.0% | Reduced |
| Cardinal Capital Management | 57,862 | $3.88M | 0.63% | +2,569+4.6% | Added |
| Yarbrough Capital, LLC | 57,590 | $3.86M | 0.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 57,489 | $3.85M | 0.00% | −3,306−5.4% | Reduced |
| Deltec Asset Management LLC | 57,204 | $3.83M | 0.76% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 57,067 | $3.83M | 0.98% | −56,294−49.7% | Reduced |
| Yousif Capital Management, LLC | 56,239 | $3.77M | 0.04% | −1,800−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 55,538 | $3.72M | 0.15% | +5,464+10.9% | Added |
| Bridge Creek Capital Management LLC | 55,243 | $3.70M | 1.19% | +255+0.5% | Added |
| Concentric Wealth Management, LLC | 54,721 | $3.67M | 0.98% | +800+1.5% | Added |
| Atria Wealth Solutions, Inc. | 54,514 | $3.65M | 0.04% | +698+1.3% | Added |
| Weatherly Asset Management L. P. | 54,294 | $3.64M | 0.35% | +376+0.7% | Added |
| Richard P Slaughter Associates Inc | 53,786 | $3.61M | 0.87% | −1,379−2.5% | Reduced |
| Signaturefd, LLC | 53,416 | $3.58M | 0.08% | +1,844+3.6% | Added |
| Fort Sheridan Advisors LLC | 53,343 | $3.58M | 0.67% | +723+1.4% | Added |
| Credential Qtrade Securities Inc. | 53,175 | $3.56M | 0.19% | +3,787+7.7% | Added |
| GTS Securities LLC | 52,415 | $3.51M | 0.09% | +52,415 | New |
| Sweeney & Michel, LLC | 46,349 | $3.43M | 1.52% | +46,349 | New |
| Jane Street Group, LLC | 50,806 | $3.41M | 0.00% | −934,522−94.8% | Reduced |
| Oppenheimer & Co Inc | 49,940 | $3.35M | 0.06% | +2,932+6.2% | Added |
| Phoenix Holdings Ltd. | 49,886 | $3.35M | 0.05% | +803+1.6% | Added |
| Altrafin AG | 49,871 | $3.34M | 1.21% | +42+0.1% | Added |
| Wetherby Asset Management Inc | 49,297 | $3.30M | 0.16% | −743−1.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 49,234 | $3.30M | 0.39% | +48,508+6,681.5% | Added |