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 |
|---|---|---|---|---|---|
| Crescent Sterling, Ltd. | 17,477 | $1.17M | 1.07% | −3,470−16.6% | Reduced |
| Principal Securities, Inc. | 17,359 | $1.16M | 0.04% | +1,424+8.9% | Added |
| WNY Asset Management, LLC | 17,352 | $1.16M | 0.18% | −717−4.0% | Reduced |
| Hunter Associates Investment Management LLC | 17,317 | $1.16M | 0.20% | −1,000−5.5% | Reduced |
| Hilltop National Bank | 17,331 | $1.16M | 0.39% | +17,331 | New |
| IFP Advisors, Inc | 17,199 | $1.15M | 0.05% | −1,210−6.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 17,085 | $1.15M | 0.28% | −939−5.2% | Reduced |
| Independent Advisor Alliance | 17,030 | $1.14M | 0.04% | −1,877−9.9% | Reduced |
| Manufacturers Life Insurance Company, The | 16,828 | $1.13M | 0.00% | −1,268−7.0% | Reduced |
| Ellsworth Advisors, LLC | 15,561 | $1.13M | 0.32% | +945+6.5% | Added |
| Next Level Private LLC | 16,751 | $1.12M | 0.52% | +27+0.2% | Added |
| Bogart Wealth, LLC | 16,593 | $1.11M | 0.06% | +2,079+14.3% | Added |
| Nicholas Hoffman & Company, LLC. | 16,531 | $1.11M | 0.06% | −129−0.8% | Reduced |
| Main Street Financial Solutions, LLC | 16,514 | $1.11M | 0.12% | +13,328+418.3% | Added |
| Integrated Advisors Network LLC | 16,445 | $1.10M | 0.06% | −49,574−75.1% | Reduced |
| Wealthspire Advisors, LLC | 16,394 | $1.10M | 0.01% | +42+0.3% | Added |
| Auxier Asset Management | 16,346 | $1.10M | 0.17% | −1,220−6.9% | Reduced |
| Banco de Sabadell, S.A | 16,264 | $1.09M | 0.81% | +1,653+11.3% | Added |
| Osborne Partners Capital Management, LLC | 16,248 | $1.09M | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 16,200 | $1.09M | 0.16% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 16,114 | $1.08M | 0.04% | −178−1.1% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 16,000 | $1.07M | 0.01% | −4,000−20.0% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.07M | 0.23% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 15,845 | $1.06M | 0.15% | +532+3.5% | Added |
| Lincoln National Corp | 15,699 | $1.05M | 0.02% | +1,454+10.2% | Added |
| Hilltop Holdings Inc. | 15,671 | $1.05M | 0.12% | −950−5.7% | Reduced |
| Northeast Investment Management | 15,665 | $1.05M | 0.05% | +284+1.8% | Added |
| Rafferty Asset Management, LLC | 15,585 | $1.04M | 0.00% | −2,145−12.1% | Reduced |
| Boston Private Wealth LLC | 15,552 | $1.04M | 0.02% | −12,619−44.8% | Reduced |
| Navellier & Associates Inc | 15,543 | $1.04M | 0.13% | +1,064+7.3% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $1.04M | 0.02% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 15,393 | $1.03M | 0.05% | −283−1.8% | Reduced |
| Donoghue Forlines LLC | 15,386 | $1.03M | 0.29% | −1,712−10.0% | Reduced |
| Traynor Capital Management, Inc. | 15,307 | $1.03M | 0.10% | −931−5.7% | Reduced |
| Crewe Advisors LLC | 15,283 | $1.02M | 0.12% | +15,283 | New |
| Perpetual Ltd | 15,294 | $1.02M | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 15,206 | $1.02M | 0.00% | +15,206 | New |
| Busey Wealth Management | 15,113 | $1.01M | 0.04% | +709+4.9% | Added |
| Resurgent Financial Advisors LLC | 15,075 | $1.01M | 0.54% | +5,926+64.8% | Added |
| EP Wealth Advisors, LLC | 14,940 | $1.00M | 0.01% | +2,994+25.1% | Added |
| Clarius Group, LLC | 14,934 | $1.00M | 0.07% | −589−3.8% | Reduced |
| Confluence Investment Management LLC | 14,803 | $992.4K | 0.01% | +146+1.0% | Added |
| Caldwell Trust Co | 14,789 | $991.5K | 0.12% | +5,201+54.2% | Added |
| Fox Run Management, L.L.C. | 14,788 | $991.4K | 0.21% | +7,434+101.1% | Added |
| Cyndeo Wealth Partners, LLC | 14,722 | $987.0K | 0.08% | +12+0.1% | Added |
| HBK Sorce Advisory LLC | 14,685 | $984.5K | 0.03% | −933−6.0% | Reduced |
| Beck Mack & Oliver LLC | 14,657 | $982.6K | 0.02% | 00.0% | Unchanged |
| Intrua Financial, LLC | 14,583 | $977.7K | 0.15% | −115−0.8% | Reduced |
| American Financial Group Inc | 14,500 | $972.0K | 0.37% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14,394 | $965.0K | 0.11% | +337+2.4% | Added |
| Miracle Mile Advisors, LLC | 14,280 | $957.3K | 0.02% | −215−1.5% | Reduced |
| Chesley Taft & Associates LLC | 14,215 | $953.0K | 0.05% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,207 | $952.5K | 0.02% | +103+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 14,200 | $952.0K | 0.00% | +14,200 | New |
| Coronation Fund Managers Ltd. | 14,133 | $947.5K | 0.03% | −887−5.9% | Reduced |
| Profund Advisors LLC | 13,979 | $937.2K | 0.04% | −1,958−12.3% | Reduced |
| Mairs & Power Inc | 13,920 | $933.2K | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 12,677 | $929.0K | 0.06% | −1,699−11.8% | Reduced |
| Toronto Dominion Bank | 13,768 | $923.0K | 0.00% | +20+0.1% | Added |
| Legacy Financial Advisors, Inc. | 13,654 | $915.4K | 0.16% | +468+3.5% | Added |
| Hayek Kallen Investment Management | 13,598 | $912.0K | 0.35% | +18+0.1% | Added |
| Tiaa Trust, National Association | 13,568 | $909.6K | 0.00% | +630+4.9% | Added |
| Sage Rhino Capital LLC | 13,550 | $908.4K | 0.21% | +71+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,545 | $908.0K | 0.13% | +10.0% | Added |
| Dynamic Advisor Solutions LLC | 13,404 | $898.6K | 0.03% | +649+5.1% | Added |
| Arete Wealth Advisors, LLC | 13,398 | $897.9K | 0.08% | −1,661−11.0% | Reduced |
| Radnor Capital Management, LLC | 13,342 | $894.0K | 0.15% | −609−4.4% | Reduced |
| DMG Group, LLC | 13,283 | $890.5K | 0.77% | +1,126+9.3% | Added |
| Dorsey & Whitney Trust CO LLC | 13,215 | $885.9K | 0.06% | +93+0.7% | Added |
| EPG Wealth Management LLC | 13,187 | $884.1K | 0.22% | +45+0.3% | Added |
| Brookstone Capital Management | 13,038 | $874.1K | 0.02% | +2,358+22.1% | Added |
| Guggenheim Capital LLC | 13,019 | $872.8K | 0.01% | −4,513−25.7% | Reduced |
| Caas Capital Management LP | 13,000 | $871.5K | 0.37% | +3,000+30.0% | Added |
| Citadel Advisors LLC | 12,990 | $870.9K | 0.00% | +4,147+46.9% | Added |
| NVWM, LLC | 12,853 | $861.7K | 0.24% | +342+2.7% | Added |
| Shoker Investment Counsel, Inc. | 12,684 | $861.5K | 0.31% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 12,828 | $860.0K | 0.16% | +128+1.0% | Added |
| Mount Yale Investment Advisors, LLC | 12,791 | $857.5K | 0.07% | −14,958−53.9% | Reduced |
| Trust Co of Toledo NA | 12,776 | $856.5K | 0.13% | −36−0.3% | Reduced |
| Texas Yale Capital Corp. | 12,758 | $855.3K | 0.04% | 00.0% | Unchanged |
| Archetype Wealth Partners | 12,654 | $848.0K | 0.14% | +1,633+14.8% | Added |
| Mutual Advisors, LLC | 12,626 | $846.4K | 0.03% | +266+2.2% | Added |
| Wealth Alliance | 12,532 | $840.1K | 0.11% | −2,465−16.4% | Reduced |
| First Manhattan Co | 12,433 | $833.6K | 0.00% | +514+4.3% | Added |
| True Wealth Design, LLC | 12,418 | $832.5K | 0.21% | +305+2.5% | Added |
| Fidelis Capital Partners, LLC | 12,405 | $831.6K | 0.13% | +6,523+110.9% | Added |
| Grey Street Capital, LLC | 12,248 | $821.1K | 0.11% | +12,248 | New |
| Oxbow Advisors, LLC | 12,240 | $820.6K | 0.11% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 12,197 | $817.7K | 0.01% | +12,197 | New |
| Pin Oak Investment Advisors Inc | 12,166 | $816.0K | 0.78% | −30−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 11,354 | $812.6K | 0.03% | +1,413+14.2% | Added |
| Lake Street Advisors Group, LLC | 12,091 | $810.6K | 0.04% | −965−7.4% | Reduced |
| WESPAC Advisors, LLC | 12,057 | $808.3K | 0.47% | +1,452+13.7% | Added |
| Diversified Trust Co | 11,992 | $803.9K | 0.02% | +3,093+34.8% | Added |
| J.W. Cole Advisors, Inc. | 11,974 | $803.6K | 0.04% | −47−0.4% | Reduced |
| Great Diamond Partners, LLC | 11,964 | $802.1K | 0.18% | +248+2.1% | Added |
| Aull & Monroe Investment Management Corp | 11,947 | $800.9K | 0.37% | 00.0% | Unchanged |
| James Investment Research Inc | 11,932 | $799.9K | 0.10% | −86−0.7% | Reduced |
| Farmers & Merchants Investments Inc | 11,920 | $799.1K | 0.03% | −500−4.0% | Reduced |
| Mather Group, LLC. | 12,107 | $796.6K | 0.01% | −811−6.3% | Reduced |