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 |
|---|---|---|---|---|---|
| Reik & Co., LLC | 49,053 | $3.29M | 0.82% | −6,763−12.1% | Reduced |
| Bokf, NA | 48,409 | $3.29M | 0.06% | −10,396−17.7% | Reduced |
| Great Valley Advisor Group, Inc. | 49,008 | $3.29M | 0.10% | +49,008 | New |
| Park Avenue Securities LLC | 48,937 | $3.28M | 0.04% | −1,333−2.7% | Reduced |
| Pittenger & Anderson Inc | 48,895 | $3.28M | 0.13% | +4,070+9.1% | Added |
| LSV Asset Management | 48,400 | $3.25M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 48,343 | $3.24M | 0.01% | −713−1.5% | Reduced |
| Americana Partners, LLC | 48,321 | $3.24M | 0.27% | −3,842−7.4% | Reduced |
| Cary Street Partners Asset Management LLC | 47,178 | $3.16M | 0.49% | −4,970−9.5% | Reduced |
| Quantinno Capital Management LP | 47,132 | $3.16M | 0.07% | −17,348−26.9% | Reduced |
| Columbia Asset Management | 47,937 | $3.15M | 0.65% | 00.0% | Unchanged |
| Regions Financial Corp | 47,045 | $3.15M | 0.02% | +3,515+8.1% | Added |
| CWM, LLC | 46,753 | $3.13M | 0.02% | −10,818−18.8% | Reduced |
| Moors & Cabot, Inc. | 46,503 | $3.12M | 0.17% | −257−0.5% | Reduced |
| Rodgers Brothers Inc. | 46,425 | $3.11M | 0.42% | +28,850+164.2% | Added |
| Asio Capital, LLC | 45,800 | $3.07M | 0.65% | −9,335−16.9% | Reduced |
| JCIC Asset Management Inc. | 45,504 | $3.05M | 1.26% | +375+0.8% | Added |
| Advisors Asset Management, Inc. | 45,429 | $3.05M | 0.06% | +944+2.1% | Added |
| Marble Harbor Investment Counsel, LLC | 45,250 | $3.03M | 0.35% | −2,200−4.6% | Reduced |
| Lazard Asset Management LLC | 44,896 | $3.01M | 0.00% | +7,779+21.0% | Added |
| Gilman Hill Asset Management, LLC | 44,481 | $2.98M | 0.53% | +562+1.3% | Added |
| Commerce Bank | 44,256 | $2.97M | 0.02% | −12,699−22.3% | Reduced |
| Rathbone Brothers plc | 43,768 | $2.93M | 0.02% | −517−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 43,726 | $2.93M | 0.07% | +879+2.1% | Added |
| Glass Wealth Management Co LLC | 43,453 | $2.91M | 1.78% | +43,453 | New |
| Altshuler Shaham Ltd | 41,480 | $2.78M | 0.11% | −9,024−17.9% | Reduced |
| Snowden Capital Advisors LLC | 40,717 | $2.73M | 0.09% | +4,870+13.6% | Added |
| Continental Advisors LLC | 40,520 | $2.72M | 2.15% | −2,000−4.7% | Reduced |
| Kanawha Capital Management LLC | 40,404 | $2.71M | 0.22% | −693−1.7% | Reduced |
| Integrated Wealth Concepts LLC | 40,011 | $2.68M | 0.04% | +677+1.7% | Added |
| CIBC Asset Management Inc | 39,901 | $2.67M | 0.01% | +1,514+3.9% | Added |
| United Capital Financial Advisers, LLC | 39,590 | $2.65M | 0.02% | −4,061−9.3% | Reduced |
| Chicago Trust Co NA | 39,255 | $2.63M | 0.54% | +189+0.5% | Added |
| Horan Capital Advisors, LLC. | 39,199 | $2.63M | 0.93% | +638+1.7% | Added |
| Advisors Management Group Inc | 39,094 | $2.62M | 0.65% | −1,452−3.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 39,026 | $2.62M | 0.04% | −469−1.2% | Reduced |
| Brown Advisory Inc | 38,573 | $2.59M | 0.00% | +2,708+7.6% | Added |
| Drexel Morgan & Co. | 38,544 | $2.58M | 0.53% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 38,490 | $2.58M | 0.22% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 38,378 | $2.57M | 0.03% | −959−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 38,011 | $2.55M | 0.30% | +29+0.1% | Added |
| Beacon Pointe Advisors, LLC | 37,912 | $2.54M | 0.03% | +217+0.6% | Added |
| Schechter Investment Advisors, LLC | 37,862 | $2.54M | 0.19% | +1,035+2.8% | Added |
| Seven Eight Capital, LP | 37,781 | $2.53M | 0.26% | −4,527−10.7% | Reduced |
| Pitcairn Co | 37,608 | $2.52M | 0.16% | +112+0.3% | Added |
| HAP Trading, LLC | 37,441 | $2.51M | 0.78% | +37,441 | New |
| First Hawaiian Bank | 36,445 | $2.44M | 0.08% | −2,416−6.2% | Reduced |
| Jarislowsky, Fraser Ltd | 36,327 | $2.44M | 0.01% | −3,650−9.1% | Reduced |
| Earnest Partners LLC | 36,051 | $2.42M | 0.01% | −188−0.5% | Reduced |
| Private Advisor Group, LLC | 35,982 | $2.41M | 0.02% | +37+0.1% | Added |
| ARS Wealth Advisors Group, LLC | 35,757 | $2.40M | 0.32% | −69,520−66.0% | Reduced |
| Madison Asset Management, LLC | 35,754 | $2.40M | 0.03% | −11,631−24.5% | Reduced |
| BBR Partners, LLC | 35,607 | $2.39M | 0.19% | +1,741+5.1% | Added |
| GWM Advisors LLC | 35,425 | $2.37M | 0.02% | −10,409−22.7% | Reduced |
| Lakeview Capital Partners, LLC | 35,100 | $2.35M | 0.38% | +59+0.2% | Added |
| Sierra Capital LLC | 35,058 | $2.35M | 0.31% | +20.0% | Added |
| Quinn Opportunity Partners LLC | 35,046 | $2.35M | 0.27% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 34,893 | $2.34M | 0.18% | −636−1.8% | Reduced |
| Bahl & Gaynor Inc | 34,850 | $2.34M | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 34,848 | $2.34M | 0.03% | −28,217−44.7% | Reduced |
| Jefferies Financial Group Inc. | 34,750 | $2.33M | 0.05% | −25,555−42.4% | Reduced |
| Prosperity Consulting Group, LLC | 34,200 | $2.29M | 0.29% | +34,200 | New |
| Pettyjohn, Wood & White, Inc | 34,079 | $2.28M | 0.45% | +9,059+36.2% | Added |
| NewEdge Wealth, LLC | 31,644 | $2.28M | 0.05% | +4,145+15.1% | Added |
| Wambolt & Associates, LLC | 33,552 | $2.28M | 0.68% | +12,594+60.1% | Added |
| Mitchell Capital Management Co | 33,787 | $2.27M | 0.43% | +1,396+4.3% | Added |
| Spears Abacus Advisors LLC | 32,709 | $2.19M | 0.05% | +32,709 | New |
| Foster & Motley Inc | 32,602 | $2.19M | 0.15% | −4,887−13.0% | Reduced |
| Forum Financial Management, LP | 32,458 | $2.18M | 0.04% | +1,939+6.4% | Added |
| GFS Advisors, LLC | 32,456 | $2.18M | 0.36% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 32,431 | $2.17M | 0.05% | +2,413+8.0% | Added |
| Octavia Wealth Advisors, LLC | 32,324 | $2.17M | 0.32% | +573+1.8% | Added |
| Susquehanna International Securities, Ltd. | 32,273 | $2.16M | 0.86% | −12,999−28.7% | Reduced |
| Burney Co | 32,118 | $2.15M | 0.08% | +1,295+4.2% | Added |
| Valeo Financial Advisors, LLC | 29,425 | $2.15M | 0.08% | −1,256−4.1% | Reduced |
| SeaCrest Wealth Management, LLC | 31,993 | $2.14M | 0.26% | −865−2.6% | Reduced |
| Rhumbline Advisers | 31,964 | $2.14M | 0.00% | +5,183+19.4% | Added |
| Inspire Trust Co, N.A. | 31,939 | $2.14M | 1.20% | +14,900+87.4% | Added |
| Coppell Advisory Solutions Corp. | 31,679 | $2.12M | 0.40% | +31,679 | New |
| Leibman Financial Services, Inc. | 31,629 | $2.12M | 1.63% | −118−0.4% | Reduced |
| Montag A & Associates Inc | 31,501 | $2.11M | 0.11% | −9,640−23.4% | Reduced |
| Simmons Bank | 31,488 | $2.11M | 0.16% | −355−1.1% | Reduced |
| Portside Wealth Group, LLC | 30,710 | $2.06M | 0.38% | +230+0.8% | Added |
| Perigon Wealth Management, LLC | 30,287 | $2.03M | 0.06% | +2,982+10.9% | Added |
| Recurrent Investment Advisors LLC | 77,082 | $2.03M | 0.24% | +77,082 | New |
| State Street Corp | 30,237 | $2.03M | 0.00% | +150.0% | Added |
| Haverford Trust Co | 29,915 | $2.01M | 0.02% | −570−1.9% | Reduced |
| HB Wealth Management, LLC | 29,807 | $2.00M | 0.03% | −2,115−6.6% | Reduced |
| Harbour Investment Management LLC | 29,765 | $2.00M | 0.94% | +4,110+16.0% | Added |
| National Asset Management, Inc. | 30,899 | $1.99M | 0.05% | +4,364+16.4% | Added |
| TD Private Client Wealth LLC | 29,459 | $1.97M | 0.06% | −3,717−11.2% | Reduced |
| Roberts Wealth Advisors, LLC | 27,376 | $1.97M | 0.74% | +802+3.0% | Added |
| Portland Global Advisors LLC | 29,223 | $1.96M | 0.27% | −5,040−14.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 29,118 | $1.95M | 1.25% | +5,315+22.3% | Added |
| Park National Corp | 29,008 | $1.94M | 0.07% | +1,663+6.1% | Added |
| HSBC Holdings PLC | 28,921 | $1.94M | 0.00% | +13,757+90.7% | Added |
| Stolper Co | 28,648 | $1.92M | 0.69% | +123+0.4% | Added |
| Credit Capital Investments LLC | 28,500 | $1.91M | 2.36% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 28,145 | $1.89M | 0.10% | +664+2.4% | Added |
| Wellington Shields Capital Management, LLC | 27,825 | $1.87M | 0.35% | 00.0% | Unchanged |