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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 6,300 | $451.5K | 0.04% | +20.0% | Added |
| Sonora Investment Management Group, LLC | 6,675 | $447.5K | 0.04% | −1,226−15.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,658 | $446.4K | 0.00% | +478+7.7% | Added |
| Hara Capital LLC | 6,655 | $446.2K | 0.27% | +2,000+43.0% | Added |
| Founders Financial Alliance, LLC | 6,631 | $444.5K | 0.13% | +34+0.5% | Added |
| Jacobi Capital Management LLC | 6,590 | $441.8K | 0.04% | +68+1.0% | Added |
| Aveo Capital Partners, LLC | 6,091 | $440.8K | 0.05% | +715+13.3% | Added |
| Ethic Inc. | 6,562 | $439.9K | 0.01% | +704+12.0% | Added |
| Venture Visionary Partners LLC | 6,557 | $439.6K | 0.02% | −595−8.3% | Reduced |
| Baron Wealth Management LLC | 6,543 | $438.6K | 0.23% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 6,016 | $437.0K | 0.24% | +40+0.7% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $435.8K | 0.02% | 00.0% | Unchanged |
| Clarus Group, Inc. | 6,489 | $435.0K | 0.30% | +25+0.4% | Added |
| Cambridge Trust Co | 6,470 | $433.7K | 0.02% | −25−0.4% | Reduced |
| Berkeley Capital Partners, LLC | 6,444 | $432.0K | 0.13% | +925+16.8% | Added |
| Beaton Management Co. Inc. | 6,450 | $432.0K | 0.24% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 6,433 | $431.3K | 0.09% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,409 | $429.6K | 0.04% | −575−8.2% | Reduced |
| New Republic Capital, LLC | 6,389 | $428.3K | 0.27% | −1,291−16.8% | Reduced |
| Sage Mountain Advisors LLC | 6,376 | $427.4K | 0.04% | +54+0.9% | Added |
| Federation des caisses Desjardins du Quebec | 6,370 | $427.0K | 0.00% | −807−11.2% | Reduced |
| Probity Advisors, Inc. | 6,370 | $427.0K | 0.09% | +321+5.3% | Added |
| Adviser Investments LLC | 6,368 | $426.9K | 0.01% | +20+0.3% | Added |
| Principle Wealth Partners LLC | 6,334 | $424.6K | 0.03% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,319 | $423.6K | 0.03% | −79−1.2% | Reduced |
| Barclays PLC | 6,318 | $423.6K | 0.00% | +4,053+178.9% | Added |
| Aspen Grove Capital, LLC | 6,307 | $422.8K | 0.12% | +16+0.3% | Added |
| Alliance Wealth Advisors, LLC | 6,285 | $421.4K | 0.13% | −159−2.5% | Reduced |
| Insight 2811, Inc. | 6,266 | $420.1K | 0.22% | −89−1.4% | Reduced |
| Element Wealth, LLC | 6,262 | $419.8K | 0.25% | +35+0.6% | Added |
| Diversify Advisory Services, LLC | 6,156 | $418.1K | 0.02% | +6,156 | New |
| Financial Advisory Service, Inc. | 6,231 | $417.8K | 0.04% | +31+0.5% | Added |
| Robertson Stephens Wealth Management, LLC | 6,218 | $416.8K | 0.02% | −658−9.6% | Reduced |
| Farmers Trust Co | 6,210 | $416.3K | 0.08% | 00.0% | Unchanged |
| Baxter Bros Inc | 6,195 | $415.3K | 0.05% | −650−9.5% | Reduced |
| Sittner & Nelson, LLC | 6,180 | $414.3K | 0.21% | +20.0% | Added |
| Cubic Asset Management, LLC | 6,180 | $414.3K | 0.10% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 6,179 | $414.2K | 0.10% | +20.0% | Added |
| Beacon Capital Management, LLC | 6,155 | $412.6K | 0.08% | +44+0.7% | Added |
| Fulton Bank, N.A. | 6,131 | $411.0K | 0.02% | −3,613−37.1% | Reduced |
| Hanson & Doremus Investment Management | 6,111 | $410.0K | 0.07% | −275−4.3% | Reduced |
| IHT Wealth Management, LLC | 6,102 | $409.1K | 0.02% | −623−9.3% | Reduced |
| Alpha Omega Wealth Management LLC | 6,100 | $408.9K | 0.08% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,050 | $405.6K | 0.13% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6,047 | $405.4K | 0.09% | +1,036+20.7% | Added |
| Prio Wealth Limited Partnership | 6,040 | $404.9K | 0.01% | +973+19.2% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $402.2K | 0.05% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,984 | $401.2K | 0.14% | −850−12.4% | Reduced |
| Principal Street Partners, LLC | 5,422 | $400.7K | 0.08% | +141+2.7% | Added |
| Advisors Capital Management, LLC | 5,968 | $400.0K | 0.01% | −462−7.2% | Reduced |
| Texas Capital Bancshares Inc | 5,931 | $397.6K | 0.18% | −28−0.5% | Reduced |
| Moody National Bank Trust Division | 5,913 | $396.4K | 0.03% | −622−9.5% | Reduced |
| Modera Wealth Management, LLC | 5,913 | $396.4K | 0.01% | +177+3.1% | Added |
| Parkside Financial Bank & Trust | 5,895 | $395.2K | 0.06% | +362+6.5% | Added |
| Ledyard National Bank | 5,892 | $395.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,811 | $389.6K | 0.02% | −1,253−17.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 5,804 | $389.1K | 0.03% | −233−3.9% | Reduced |
| Monticello Wealth Management, LLC | 5,782 | $387.6K | 0.04% | +2,110+57.5% | Added |
| Sentry LLC | 5,760 | $386.1K | 0.07% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 5,746 | $385.2K | 0.16% | +503+9.6% | Added |
| Crestwood Advisors Group LLC | 5,730 | $384.1K | 0.01% | +167+3.0% | Added |
| Berkshire Asset Management LLC | 5,728 | $384.0K | 0.02% | −421−6.8% | Reduced |
| KCM Investment Advisors LLC | 5,714 | $383.1K | 0.01% | +5,714 | New |
| WSFS Capital Management, LLC | 5,700 | $382.1K | 0.02% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,695 | $381.8K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Solutions, LLC | 5,681 | $380.8K | 0.06% | −362−6.0% | Reduced |
| AIMZ Investment Advisors, LLC | 5,675 | $380.5K | 0.14% | −500−8.1% | Reduced |
| Summit X, LLC | 5,643 | $378.3K | 0.10% | +571+11.3% | Added |
| Atlantic Union Bankshares Corp | 5,637 | $377.9K | 0.03% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 5,210 | $377.2K | 0.27% | −16,892−76.4% | Reduced |
| Levin Capital Strategies, L.P. | 5,618 | $376.6K | 0.04% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,609 | $376.1K | 0.06% | −251−4.3% | Reduced |
| Anchor Investment Management, LLC | 5,597 | $375.2K | 0.04% | −450−7.4% | Reduced |
| Rehmann Capital Advisory Group | 5,590 | $374.8K | 0.03% | −190−3.3% | Reduced |
| Seven Mile Advisory | 5,523 | $370.3K | 0.28% | −226−3.9% | Reduced |
| Strategic Advisors LLC | 5,500 | $368.7K | 0.07% | −1,000−15.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,446 | $365.1K | 0.07% | +80+1.5% | Added |
| AlphaQ Advisors LLC | 5,438 | $364.6K | 0.22% | −797−12.8% | Reduced |
| Essex Savings Bank | 5,513 | $362.7K | 0.11% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 5,407 | $362.5K | 0.04% | +5,407 | New |
| Wealthstream Advisors, Inc. | 5,373 | $360.2K | 0.14% | −1,817−25.3% | Reduced |
| Merit Financial Group, LLC | 4,953 | $358.5K | 0.01% | +4,953 | New |
| Greenfield Savings Bank | 5,298 | $355.2K | 0.19% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 5,294 | $354.9K | 0.19% | +63+1.2% | Added |
| Tevis Investment Management | 5,290 | $354.6K | 0.30% | −514−8.9% | Reduced |
| Strategic Financial Concepts, LLC | 5,279 | $353.9K | 0.09% | +1,739+49.1% | Added |
| Aries Wealth Management | 5,269 | $353.2K | 0.11% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,236 | $351.0K | 0.01% | 00.0% | Unchanged |
| Gratus Capital LLC | 5,192 | $348.1K | 0.02% | +5,192 | New |
| Knights of Columbus Asset Advisors LLC | 5,176 | $347.0K | 0.03% | +2,911+128.5% | Added |
| Eagle Harbor Asset Management Inc | 5,161 | $346.0K | 0.37% | −594−10.3% | Reduced |
| International Assets Investment Management, LLC | 5,063 | $343.9K | 0.04% | +239+5.0% | Added |
| Lunt Capital Management, Inc. | 5,099 | $341.8K | 0.17% | −323−6.0% | Reduced |
| Abacus Planning Group, Inc. | 5,092 | $341.3K | 0.07% | +89+1.8% | Added |
| Holistic Planning, LLC | 5,060 | $339.2K | 0.26% | −34−0.7% | Reduced |
| BigSur Wealth Management LLC | 5,036 | $337.6K | 0.11% | +1,500+42.4% | Added |
| Icon Wealth Advisors, LLC | 5,021 | $336.6K | 0.03% | +215+4.5% | Added |
| Chelsea Counsel Co | 5,012 | $336.0K | 0.19% | −21,900−81.4% | Reduced |
| Villere St Denis J & Co LLC | 5,000 | $335.2K | 0.03% | −1,000−16.7% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,000 | $335.2K | 0.01% | 00.0% | Unchanged |