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 |
|---|---|---|---|---|---|
| Gotham Asset Management, LLC | 27,759 | $1.86M | 0.03% | 00.0% | Unchanged |
| Game Creek Capital, LP | 27,625 | $1.85M | 1.00% | −625−2.2% | Reduced |
| Tandem Capital Management Corp | 27,592 | $1.85M | 1.05% | +566+2.1% | Added |
| Sentinel Trust Co Lba | 27,520 | $1.84M | 0.24% | +14,000+103.6% | Added |
| Leavell Investment Management, Inc. | 27,340 | $1.83M | 0.11% | −5,108−15.7% | Reduced |
| SpiderRock Advisors, LLC | 27,578 | $1.82M | 0.06% | +27,578 | New |
| Trustmark National Bank Trust Department | 27,048 | $1.81M | 0.15% | −10,336−27.6% | Reduced |
| Highland Capital Management, LLC | 26,754 | $1.79M | 0.10% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 26,743 | $1.79M | 0.58% | +153+0.6% | Added |
| Regatta Capital Group, LLC | 26,173 | $1.75M | 0.39% | +539+2.1% | Added |
| HighPoint Advisor Group LLC | 23,613 | $1.75M | 0.12% | +397+1.7% | Added |
| Central Trust Co | 25,894 | $1.74M | 0.04% | −429−1.6% | Reduced |
| Avidian Wealth Solutions, LLC | 25,886 | $1.74M | 0.09% | +2,465+10.5% | Added |
| Cowa, LLC | 25,715 | $1.72M | 1.02% | −927−3.5% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.72M | 0.30% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 24,202 | $1.69M | 0.27% | −621−2.5% | Reduced |
| PFG Investments, LLC | 25,002 | $1.68M | 0.10% | +15,009+150.2% | Added |
| Systrade AG | 25,000 | $1.68M | 2.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 24,983 | $1.67M | 0.08% | +21,836+693.9% | Added |
| Financial Counselors Inc | 24,543 | $1.65M | 0.03% | −1,288−5.0% | Reduced |
| Iams Wealth Management, LLC | 26,124 | $1.63M | 1.00% | +1,342+5.4% | Added |
| SCP Investment, LP | 24,300 | $1.63M | 1.02% | +1,500+6.6% | Added |
| Johnson Investment Counsel Inc | 24,260 | $1.63M | 0.02% | −426−1.7% | Reduced |
| Howe & Rusling Inc | 24,197 | $1.62M | 0.16% | +94+0.4% | Added |
| Chilton Capital Management LLC | 24,187 | $1.62M | 0.08% | +1,044+4.5% | Added |
| HF Advisory Group, LLC | 24,140 | $1.62M | 0.91% | +812+3.5% | Added |
| Altman Advisors, Inc. | 23,437 | $1.59M | 0.77% | +1,049+4.7% | Added |
| Mesirow Financial Investment Management, Inc. | 23,745 | $1.59M | 0.04% | +5,549+30.5% | Added |
| King Luther Capital Management Corp | 23,417 | $1.57M | 0.01% | +142+0.6% | Added |
| Checchi Capital Advisers, LLC | 23,351 | $1.57M | 0.12% | +116+0.5% | Added |
| American Capital Advisory, LLC | 26,974 | $1.55M | 1.35% | +5,398+25.0% | Added |
| Caption Management, LLC | 23,000 | $1.54M | 0.17% | +23,000 | New |
| apricus wealth, LLC | 22,940 | $1.54M | 1.08% | +5,285+29.9% | Added |
| Eldred Rock Partners, LLC | 22,859 | $1.53M | 0.84% | +938+4.3% | Added |
| Lowe Brockenbrough & Co Inc | 22,783 | $1.53M | 0.10% | −2,115−8.5% | Reduced |
| Wesbanco Bank Inc | 22,684 | $1.52M | 0.06% | +4,951+27.9% | Added |
| Sowell Financial Services LLC | 22,606 | $1.51M | 0.07% | +2,702+13.6% | Added |
| GM Advisory Group, Inc. | 22,556 | $1.51M | 0.11% | +1,231+5.8% | Added |
| Ipswich Investment Management Co., Inc. | 22,507 | $1.51M | 0.35% | −100−0.4% | Reduced |
| Hantz Financial Services, Inc. | 22,336 | $1.50M | 0.03% | −468−2.1% | Reduced |
| HRT Financial LP | 22,145 | $1.48M | 0.01% | +22,145 | New |
| Kelly Lawrence W & Associates Inc | 22,023 | $1.48M | 0.34% | +1,600+7.8% | Added |
| MAI Capital Management | 21,893 | $1.47M | 0.02% | +350+1.6% | Added |
| Excalibur Management Corp | 21,856 | $1.47M | 0.62% | +938+4.5% | Added |
| Atomi Financial Group, Inc. | 21,840 | $1.46M | 0.14% | +2,662+13.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 21,721 | $1.46M | 0.05% | +29+0.1% | Added |
| Atlas Private Wealth Management | 21,620 | $1.45M | 0.61% | +436+2.1% | Added |
| Barry Investment Advisors, LLC | 21,455 | $1.44M | 0.48% | −25−0.1% | Reduced |
| Engineers Gate Manager LP | 21,330 | $1.43M | 0.04% | +21,330 | New |
| Sendero Wealth Management, LLC | 21,305 | $1.43M | 0.25% | −6,878−24.4% | Reduced |
| Stratos Wealth Partners, LTD. | 21,153 | $1.42M | 0.02% | −2,277−9.7% | Reduced |
| Great Lakes Retirement, Inc. | 21,131 | $1.42M | 0.21% | +851+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 21,118 | $1.42M | 0.04% | +1,976+10.3% | Added |
| Herold Advisors, Inc. | 21,105 | $1.41M | 0.34% | +207+1.0% | Added |
| Prudential Financial Inc | 20,966 | $1.41M | 0.00% | −9,183−30.5% | Reduced |
| Old National Bancorp | 20,942 | $1.40M | 0.03% | −1,220−5.5% | Reduced |
| BTC Capital Management, Inc. | 20,886 | $1.40M | 0.13% | +20,886 | New |
| Concurrent Investment Advisors, LLC | 20,797 | $1.39M | 0.06% | +1,371+7.1% | Added |
| Inscription Capital, LLC | 20,613 | $1.38M | 0.23% | +12,128+142.9% | Added |
| Epoch Investment Partners, Inc. | 20,521 | $1.38M | 0.01% | −22,399−52.2% | Reduced |
| Shufro Rose & Co LLC | 20,450 | $1.37M | 0.11% | +1,800+9.7% | Added |
| Level Four Advisory Services, LLC | 20,606 | $1.36M | 0.07% | +489+2.4% | Added |
| Hartree Partners, LP | 20,160 | $1.35M | 0.35% | 00.0% | Unchanged |
| Ieq Capital, LLC | 20,158 | $1.35M | 0.02% | −45−0.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,658 | $1.35M | 0.01% | 00.0% | Unchanged |
| Quest Investment Management LLC | 20,000 | $1.34M | 0.15% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 19,986 | $1.34M | 0.62% | −157−0.8% | Reduced |
| Greystone Financial Group, LLC | 19,864 | $1.33M | 0.27% | +3,829+23.9% | Added |
| Quantbot Technologies LP | 19,814 | $1.33M | 0.07% | −31,249−61.2% | Reduced |
| Apollon Wealth Management, LLC | 19,684 | $1.32M | 0.04% | +4,001+25.5% | Added |
| WealthTrust Axiom LLC | 19,593 | $1.31M | 0.42% | +50.0% | Added |
| Beese Fulmer Investment Management, Inc. | 19,589 | $1.31M | 0.12% | −405−2.0% | Reduced |
| Pingora Partners LLC | 19,545 | $1.31M | 0.96% | −300−1.5% | Reduced |
| Israel Discount Bank of New York | 19,539 | $1.31M | 1.63% | 00.0% | Unchanged |
| Solstein Capital, LLC | 19,517 | $1.31M | 0.91% | +848+4.5% | Added |
| Clearstead Advisors, LLC | 17,630 | $1.31M | 0.06% | +236+1.4% | Added |
| Vise Technologies, Inc. | 19,419 | $1.30M | 0.26% | +919+5.0% | Added |
| Stock Yards Bank & Trust Co | 19,376 | $1.30M | 0.04% | −1,137−5.5% | Reduced |
| West Family Investments, Inc. | 19,281 | $1.29M | 0.40% | +490+2.6% | Added |
| Whittier Trust Co | 19,250 | $1.29M | 0.02% | +670+3.6% | Added |
| Mission Wealth Management, LP | 19,195 | $1.29M | 0.03% | −2,483−11.5% | Reduced |
| Community Bank of Raymore | 19,150 | $1.28M | 0.60% | −4,250−18.2% | Reduced |
| Howland Capital Management LLC | 19,100 | $1.28M | 0.06% | −3,900−17.0% | Reduced |
| Royal Fund Management, LLC | 19,081 | $1.28M | 0.15% | +1,277+7.2% | Added |
| Vident Advisory, LLC | 19,025 | $1.28M | 0.03% | −7,454−28.2% | Reduced |
| Freestone Capital Holdings, LLC | 18,844 | $1.26M | 0.05% | +18,844 | New |
| McKinley Capital Management LLC /Delaware | 18,705 | $1.25M | 0.15% | −4,074−17.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 18,687 | $1.25M | 0.05% | +909+5.1% | Added |
| Greenleaf Trust | 18,462 | $1.24M | 0.01% | −1,596−8.0% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.23M | 0.34% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,275 | $1.23M | 0.03% | +1,297+7.6% | Added |
| Koshinski Asset Management, Inc. | 18,214 | $1.22M | 0.13% | +10,988+152.1% | Added |
| Lido Advisors, LLC | 17,974 | $1.20M | 0.01% | +2,564+16.6% | Added |
| Umb Bank N A | 17,931 | $1.20M | 0.02% | −12,322−40.7% | Reduced |
| SOL Capital Management CO | 17,903 | $1.20M | 0.15% | −50−0.3% | Reduced |
| Wedbush Securities Inc | 17,839 | $1.20M | 0.04% | −1,334−7.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 17,822 | $1.19M | 0.07% | +13,307+294.7% | Added |
| Glenview Trust Co | 17,821 | $1.19M | 0.03% | −16−0.1% | Reduced |
| Arkadios Wealth Advisors | 17,648 | $1.18M | 0.09% | +3,636+25.9% | Added |
| Prime Capital Investment Advisors, LLC | 17,628 | $1.18M | 0.02% | −628−3.4% | Reduced |