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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 8,509 | $611.3K | 0.04% | +687+8.8% | Added |
| Gradient Investments LLC | 9,116 | $611.1K | 0.01% | −341−3.6% | Reduced |
| Axxcess Wealth Management, LLC | 9,101 | $610.2K | 0.02% | +88+1.0% | Added |
| Baldwin Investment Management, LLC | 9,029 | $605.3K | 0.08% | 00.0% | Unchanged |
| Private Capital Management, LLC | 9,024 | $605.0K | 0.07% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 8,565 | $597.5K | 0.15% | +58+0.7% | Added |
| Criterion Capital Advisors, LLC | 8,900 | $596.7K | 0.40% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 8,870 | $594.6K | 0.63% | −800−8.3% | Reduced |
| Karpas Strategies, LLC | 8,852 | $593.4K | 0.18% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 8,792 | $589.1K | 0.06% | −199,352−95.8% | Reduced |
| Woodmont Investment Counsel LLC | 8,758 | $587.1K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 8,732 | $585.4K | 0.07% | −129−1.5% | Reduced |
| PDS Planning, Inc | 8,714 | $584.2K | 0.06% | +174+2.0% | Added |
| Stonegate Investment Group, LLC | 8,700 | $583.2K | 0.02% | +1,521+21.2% | Added |
| Diligent Investors, LLC | 8,628 | $578.4K | 0.15% | 00.0% | Unchanged |
| Hancock Whitney Corp | 8,626 | $578.3K | 0.02% | −2,501−22.5% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $577.4K | 0.21% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 8,554 | $573.5K | 0.05% | +1,161+15.7% | Added |
| GeoWealth Management, LLC | 8,552 | $573.3K | 0.02% | +2,487+41.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $572.5K | 0.37% | −975−10.2% | Reduced |
| Boston Family Office LLC | 8,502 | $570.0K | 0.04% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 8,459 | $567.1K | 0.29% | +255+3.1% | Added |
| BKM Wealth Management, LLC | 8,445 | $566.2K | 0.24% | +3,031+56.0% | Added |
| Williams Jones Wealth Management, LLC. | 8,392 | $562.6K | 0.01% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,278 | $562.2K | 0.16% | +22+0.3% | Added |
| Eight 31 Financial LLC | 8,375 | $561.5K | 0.35% | +1,348+19.2% | Added |
| Change Path, LLC | 8,378 | $561.0K | 0.02% | +1,361+19.4% | Added |
| North Star Investment Management Corp. | 8,358 | $560.3K | 0.04% | −642−7.1% | Reduced |
| Philadelphia Trust Co | 8,350 | $560.0K | 0.04% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,330 | $558.4K | 0.14% | +8,330 | New |
| Broadwater Capital Management LLC | 8,236 | $552.1K | 0.42% | +29+0.4% | Added |
| Covenant Partners, LLC | 8,231 | $551.8K | 0.16% | +1,558+23.3% | Added |
| Legacy Wealth Asset Management, LLC | 8,130 | $545.0K | 0.15% | +80+1.0% | Added |
| Estabrook Capital Management | 8,124 | $544.6K | 0.08% | −811−9.1% | Reduced |
| Grimes & Company, Inc. | 8,105 | $543.4K | 0.02% | +62+0.8% | Added |
| Dearborn Partners LLC | 8,085 | $542.0K | 0.02% | −4,596−36.2% | Reduced |
| Buckingham Strategic Wealth, LLC | 8,067 | $540.8K | 0.01% | +4,010+98.8% | Added |
| Avestar Capital, LLC | 8,062 | $540.5K | 0.06% | +2,262+39.0% | Added |
| StrongBox Wealth, LLC | 8,007 | $536.8K | 0.28% | +335+4.4% | Added |
| One Wealth Advisors, LLC | 7,975 | $534.6K | 0.09% | +1,780+28.7% | Added |
| Kavar Capital Partners Group, LLC | 7,970 | $534.3K | 0.10% | +1,298+19.5% | Added |
| Harbour Investments, Inc. | 7,956 | $533.4K | 0.02% | −149−1.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 7,939 | $532.2K | 0.01% | +194+2.5% | Added |
| Motco | 7,932 | $531.8K | 0.03% | +102+1.3% | Added |
| Simon Quick Advisors, LLC | 7,869 | $527.5K | 0.04% | −83−1.0% | Reduced |
| Ellerson Group Inc | 7,851 | $526.3K | 0.40% | −100−1.3% | Reduced |
| Crescent Grove Advisors, LLC | 7,824 | $524.5K | 0.05% | +26+0.3% | Added |
| Aptus Capital Advisors, LLC | 7,819 | $524.2K | 0.01% | +7,819 | New |
| Westwood Holdings Group Inc. | 7,788 | $522.0K | 0.00% | +18+0.2% | Added |
| Bruce G. Allen Investments, LLC | 7,770 | $520.9K | 0.43% | +7+0.1% | Added |
| Wealthcare Advisory Partners LLC | 7,759 | $520.2K | 0.02% | +759+10.8% | Added |
| Councilmark Asset Management, LLC | 7,725 | $517.9K | 0.37% | +7,725 | New |
| Albert D Mason Inc | 7,706 | $517.0K | 0.32% | −527−6.4% | Reduced |
| Gables Capital Management Inc. | 7,690 | $515.5K | 0.28% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 7,624 | $511.1K | 0.00% | −267−3.4% | Reduced |
| RMB Capital Management, LLC | 7,619 | $510.8K | 0.01% | −193−2.5% | Reduced |
| Cozad Asset Management Inc | 7,581 | $508.2K | 0.05% | +236+3.2% | Added |
| BKD Wealth Advisors, LLC | 7,577 | $508.0K | 0.01% | −36−0.5% | Reduced |
| Seed Wealth Management, Inc. | 7,465 | $507.0K | 0.48% | −800−9.7% | Reduced |
| Sivia Capital Partners, LLC | 7,561 | $506.9K | 0.34% | −44−0.6% | Reduced |
| Chemistry Wealth Management LLC | 7,548 | $506.0K | 0.14% | +516+7.3% | Added |
| Plancorp, LLC | 7,484 | $501.8K | 0.02% | +280+3.9% | Added |
| Romano Brothers and Company | 7,484 | $501.7K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,456 | $499.9K | 0.06% | −65−0.9% | Reduced |
| Flputnam Investment Management Co | 7,448 | $499.3K | 0.01% | +2,885+63.2% | Added |
| Parsons Capital Management Inc | 7,386 | $495.2K | 0.03% | −212−2.8% | Reduced |
| Lindbrook Capital, LLC | 7,352 | $492.9K | 0.05% | −440−5.6% | Reduced |
| Wallace Advisory Group, LLC | 7,465 | $491.2K | 0.37% | −280−3.6% | Reduced |
| West Oak Capital, LLC | 7,305 | $490.0K | 0.21% | 00.0% | Unchanged |
| First Foundation Advisors | 7,246 | $485.8K | 0.02% | −709−8.9% | Reduced |
| Equitable Holdings, Inc. | 7,245 | $485.7K | 0.01% | −1,204−14.3% | Reduced |
| MONECO Advisors, LLC | 7,234 | $485.0K | 0.08% | −5,260−42.1% | Reduced |
| Cullinan Associates Inc | 7,200 | $482.7K | 0.03% | −400−5.3% | Reduced |
| Childress Capital Advisors, LLC | 7,190 | $482.0K | 0.14% | +7,190 | New |
| Argent Trust Co | 7,186 | $481.8K | 0.02% | −208−2.8% | Reduced |
| Pullen Investment Management, LLC | 7,185 | $481.7K | 0.41% | +7,185 | New |
| Lebenthal Global Advisors, LLC | 7,129 | $477.9K | 0.11% | +12+0.2% | Added |
| Leo Wealth, LLC | 7,063 | $477.4K | 0.05% | −858−10.8% | Reduced |
| Choate Investment Advisors | 7,101 | $476.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7,090 | $475.3K | 0.00% | +4,183+143.9% | Added |
| Transcend Wealth Collective, LLC | 7,079 | $474.6K | 0.04% | −286−3.9% | Reduced |
| Select Asset Management & Trust | 7,074 | $474.0K | 0.20% | −1,750−19.8% | Reduced |
| Drive Wealth Management, LLC | 7,057 | $473.1K | 0.13% | −292−4.0% | Reduced |
| Janus Henderson Group PLC | 7,026 | $471.1K | 0.00% | −2,500−26.2% | Reduced |
| FORA Capital, LLC | 6,959 | $466.5K | 0.04% | +6,959 | New |
| Courier Capital LLC | 6,928 | $464.5K | 0.03% | −6,215−47.3% | Reduced |
| Summit Financial Group Inc | 6,910 | $463.2K | 0.16% | −50−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,898 | $462.4K | 0.00% | +6,403+1,293.5% | Added |
| Rothschild Investment LLC | 6,890 | $461.9K | 0.03% | −76−1.1% | Reduced |
| Westmount Partners, LLC | 6,883 | $461.4K | 0.17% | +210+3.1% | Added |
| AlTi Global, Inc. | 6,883 | $461.4K | 0.01% | +322+4.9% | Added |
| Headinvest, LLC | 6,852 | $459.4K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,818 | $457.1K | 0.02% | +1,946+39.9% | Added |
| Steel Peak Wealth Management LLC | 6,815 | $456.9K | 0.02% | +167+2.5% | Added |
| Farther Finance Advisors, LLC | 6,682 | $453.8K | 0.03% | −820−10.9% | Reduced |
| InTrack Investment Management Inc | 6,762 | $453.3K | 0.34% | +105+1.6% | Added |
| NTV Asset Management LLC | 6,757 | $453.0K | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,753 | $452.7K | 0.06% | −228−3.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 6,751 | $452.6K | 0.13% | −14−0.2% | Reduced |
| Apexium Financial, LP | 6,736 | $451.6K | 0.03% | 00.0% | Unchanged |