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 |
|---|---|---|---|---|---|
| Ironsides Asset Advisors, LLC | 11,845 | $794.1K | 0.27% | +1,317+12.5% | Added |
| Bank Ozk | 11,828 | $792.9K | 0.35% | +5,244+79.6% | Added |
| GFG Capital, LLC | 11,824 | $792.7K | 0.20% | +11+0.1% | Added |
| TCG Advisory Services, LLC | 11,751 | $787.8K | 0.04% | +1,866+18.9% | Added |
| Glen Eagle Advisors, LLC | 11,750 | $787.7K | 0.15% | +755+6.9% | Added |
| Coldstream Capital Management Inc | 11,684 | $783.3K | 0.02% | +1,378+13.4% | Added |
| Syon Capital LLC | 11,645 | $780.7K | 0.07% | +300+2.6% | Added |
| ETF Store, Inc. | 11,642 | $780.5K | 0.45% | −120−1.0% | Reduced |
| Evoke Wealth, LLC | 11,605 | $778.0K | 0.02% | +11,605 | New |
| Bessemer Group Inc | 11,405 | $765.0K | 0.00% | −784−6.4% | Reduced |
| CAPROCK Group, Inc. | 11,410 | $764.9K | 0.04% | −638−5.3% | Reduced |
| Independent Financial Group, LLC | 11,366 | $762.0K | 0.03% | −134−1.2% | Reduced |
| Nwam LLC | 10,635 | $759.8K | 0.06% | −984−8.5% | Reduced |
| Williamson Legacy Group, LLC | 11,292 | $757.0K | 0.59% | +393+3.6% | Added |
| Capital Investment Advisors, LLC | 11,285 | $756.5K | 0.02% | −313−2.7% | Reduced |
| GW Henssler & Associates Ltd | 11,167 | $748.6K | 0.04% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 10,475 | $748.3K | 0.40% | +10,475 | New |
| Flagship Harbor Advisors, LLC | 11,144 | $747.1K | 0.05% | −61−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 11,133 | $746.4K | 0.09% | −1,380−11.0% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 11,114 | $745.1K | 0.03% | −1,998−15.2% | Reduced |
| Moneta Group Investment Advisors LLC | 11,063 | $741.6K | 0.01% | −1,106−9.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,039 | $740.0K | 0.10% | +4,156+60.4% | Added |
| Gryphon Financial Partners LLC | 11,029 | $739.4K | 0.12% | +11,029 | New |
| Gratus Wealth Advisors, LLC | 10,355 | $735.5K | 0.14% | +10,355 | New |
| First Horizon Advisors, Inc. | 10,955 | $734.5K | 0.02% | −404−3.6% | Reduced |
| Founders Financial Securities LLC | 10,936 | $733.1K | 0.08% | +10,936 | New |
| TrinityPoint Wealth, LLC | 10,916 | $731.8K | 0.12% | +861+8.6% | Added |
| John G Ullman & Associates Inc | 10,900 | $730.7K | 0.11% | +800+7.9% | Added |
| Eqis Capital Management, Inc. | 10,891 | $730.1K | 0.06% | −2,108−16.2% | Reduced |
| MidWestOne Financial Group, Inc. | 10,853 | $727.6K | 0.13% | −3,209−22.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,844 | $727.0K | 0.40% | −593−5.2% | Reduced |
| Horizon Investments, LLC | 10,837 | $726.5K | 0.02% | +10,811+41,580.8% | Added |
| Aaron Wealth Advisors | 10,817 | $725.2K | 0.10% | +6,960+180.5% | Added |
| Puzo Michael J | 10,750 | $720.7K | 0.20% | −3,500−24.6% | Reduced |
| AE Wealth Management LLC | 10,690 | $716.7K | 0.01% | −24,146−69.3% | Reduced |
| Finivi Inc. | 10,671 | $715.4K | 0.65% | +120+1.1% | Added |
| Investors Research Corp | 10,657 | $714.4K | 0.17% | −200−1.8% | Reduced |
| Eagle Asset Management Inc | 10,511 | $713.9K | 0.00% | −251−2.3% | Reduced |
| Proequities, Inc. | 10,644 | $713.6K | 0.05% | −103−1.0% | Reduced |
| Trust Point Inc. | 10,558 | $707.8K | 0.06% | +2,171+25.9% | Added |
| Private Trust Co NA | 10,557 | $707.7K | 0.08% | +25+0.2% | Added |
| Schnieders Capital Management LLC | 10,460 | $701.2K | 0.14% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 10,443 | $700.1K | 0.38% | +2,552+32.3% | Added |
| Henry James International Management, Inc. | 10,387 | $696.3K | 0.21% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,383 | $696.1K | 0.02% | +4,739+84.0% | Added |
| 9258 Wealth Management, LLC | 10,351 | $693.9K | 0.11% | −35−0.3% | Reduced |
| Allworth Financial LP | 10,287 | $689.6K | 0.00% | +1,929+23.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,266 | $688.3K | 0.00% | −493−4.6% | Reduced |
| Harmony Asset Management LLC | 10,207 | $684.3K | 0.28% | +4,439+77.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 10,175 | $682.0K | 0.01% | +239+2.4% | Added |
| Qtron Investments LLC | 10,135 | $679.5K | 0.10% | +1,337+15.2% | Added |
| Rosenberg Matthew Hamilton | 9,924 | $674.0K | 0.19% | +112+1.1% | Added |
| NBC Securities, Inc. | 10,060 | $674.0K | 0.06% | +329+3.4% | Added |
| Ballentine Partners, LLC | 10,045 | $673.4K | 0.01% | +99+1.0% | Added |
| Bradley Foster & Sargent Inc | 10,042 | $673.2K | 0.01% | −788−7.3% | Reduced |
| Welch & Forbes LLC | 10,032 | $672.5K | 0.01% | −187−1.8% | Reduced |
| Balentine LLC | 10,029 | $672.4K | 0.02% | +220+2.2% | Added |
| Schulhoff & Co Inc | 10,022 | $671.9K | 0.29% | +185+1.9% | Added |
| Norden Group LLC | 10,015 | $671.4K | 0.14% | +4,210+72.5% | Added |
| Northwest Capital Management Inc | 10,000 | $670.4K | 0.21% | 00.0% | Unchanged |
| Bank of Hawaii | 9,978 | $668.9K | 0.03% | −48−0.5% | Reduced |
| Empower Advisory Group, LLC | 9,970 | $668.4K | 0.00% | −312−3.0% | Reduced |
| Birmingham Capital Management Co Inc | 9,965 | $668.1K | 0.25% | −1,450−12.7% | Reduced |
| Intrust Bank NA | 9,950 | $667.0K | 0.07% | −211−2.1% | Reduced |
| Trust Co of Vermont | 9,940 | $666.4K | 0.04% | +762+8.3% | Added |
| Penbrook Management LLC | 9,900 | $663.7K | 0.41% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,785 | $656.0K | 0.18% | −110−1.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 9,771 | $655.1K | 0.15% | +2,065+26.8% | Added |
| W Advisors, LLC | 9,764 | $654.6K | 0.45% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 9,761 | $654.4K | 0.07% | −2,588−21.0% | Reduced |
| Camden Capital, LLC | 9,754 | $653.9K | 0.06% | +241+2.5% | Added |
| Vaughan David Investments LLC | 9,716 | $651.0K | 0.02% | +2,440+33.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,699 | $650.2K | 0.16% | +29+0.3% | Added |
| Circle Wealth Management, LLC | 9,695 | $650.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,706 | $649.0K | 0.03% | +32+0.3% | Added |
| Gamco Investors, Inc. Et Al | 9,652 | $647.1K | 0.01% | +258+2.7% | Added |
| Baker Tilly Wealth Management, LLC | 9,636 | $646.0K | 0.12% | +267+2.8% | Added |
| Verdence Capital Advisors LLC | 9,607 | $644.1K | 0.06% | −21−0.2% | Reduced |
| TCTC Holdings, LLC | 9,586 | $642.6K | 0.02% | +120+1.3% | Added |
| Spire Wealth Management | 9,556 | $640.6K | 0.02% | +248+2.7% | Added |
| RSM US Wealth Management LLC | 9,557 | $640.6K | 0.02% | +844+9.7% | Added |
| NBT Bank N A | 9,550 | $640.2K | 0.05% | −82−0.9% | Reduced |
| Fruth Investment Management | 9,548 | $640.0K | 0.16% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 9,546 | $640.0K | 0.02% | +9,546 | New |
| CWA Asset Management Group, LLC | 9,514 | $637.8K | 0.04% | +9,514 | New |
| Warren Averett Asset Management, LLC | 9,502 | $637.0K | 0.01% | +9,502 | New |
| Ronald Blue Trust, Inc. | 9,466 | $634.6K | 0.01% | +632+7.2% | Added |
| Swiss Life Asset Management Ltd | 9,450 | $633.5K | 0.01% | −5,334−36.1% | Reduced |
| Atom Investors LP | 9,435 | $632.5K | 0.08% | +6,220+193.5% | Added |
| First Wilshire Securities Management Inc | 9,365 | $628.0K | 0.18% | +191+2.1% | Added |
| 180 Wealth Advisors, LLC | 9,277 | $621.9K | 0.11% | +138+1.5% | Added |
| MSH Capital Advisors LLC | 9,276 | $621.9K | 0.22% | −246−2.6% | Reduced |
| Elevated Capital Advisors, LLC | 9,259 | $620.7K | 0.18% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,252 | $620.2K | 0.18% | +37+0.4% | Added |
| Northeast Financial Consultants Inc | 9,250 | $620.1K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $620.1K | 0.12% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 9,232 | $619.0K | 0.15% | +1,462+18.8% | Added |
| National Philanthropic Trust | 9,183 | $615.6K | 0.01% | −965−9.5% | Reduced |
| Collaborative Wealth Managment Inc. | 9,175 | $615.1K | 0.31% | +9,175 | New |
| Catalytic Wealth RIA, LLC | 9,159 | $614.0K | 0.12% | +1,202+15.1% | Added |