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 2023
Institutional positions in Shell plc as of Mar 31, 2023. 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
- 1,194
- +33 vs. Q4 2022
- Shares held
- 308.7M
- +33.3M (+12.1%) vs. Q4 2022
- Total value
- $17.3B
- +$1.66B (+10.7%) vs. Q4 2022
- New holders
- 116
- 424 more added
- Sold out
- 83
- 393 more reduced
24 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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 2023
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 22,872,224 | $1.32B | 0.44% | +811,877+3.7% | Added |
| Fisher Asset Management, LLC | 21,404,593 | $1.23B | 0.75% | +321,679+1.5% | Added |
| FMR LLC | 21,173,480 | $1.22B | 0.11% | +638,176+3.1% | Added |
| Eagle Capital Management LLC | 12,814,630 | $737.4M | 3.36% | +12,814,630 | New |
| Norges Bank | 10,095,680 | $580.9M | 0.13% | −1,459,561−12.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,249,959 | $532.2M | 0.69% | +210,503+2.3% | Added |
| Morgan Stanley | 9,121,232 | $524.8M | 0.06% | −383,791−4.0% | Reduced |
| Wellington Management Group LLP | 8,029,279 | $462.0M | 0.09% | −433,351−5.1% | Reduced |
| Bank of America Corp | 7,149,568 | $411.4M | 0.05% | +373,720+5.5% | Added |
| BlackRock Inc. | 6,982,597 | $401.8M | 0.01% | +466,949+7.2% | Added |
| Orbis Allan Gray Ltd | 6,843,837 | $393.8M | 3.10% | −58,811−0.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,843,803 | $393.8M | 1.52% | +130,890+1.9% | Added |
| Franklin Resources Inc | 6,829,221 | $393.0M | 0.20% | +596,813+9.6% | Added |
| Price T Rowe Associates Inc | 5,109,224 | $294.0M | 0.04% | +236,690+4.9% | Added |
| Perpetual Ltd | 10,131,422 | $289.0M | 2.50% | +10,131,422 | New |
| Goldman Sachs Group Inc | 4,940,946 | $284.3M | 0.08% | −175,254−3.4% | Reduced |
| Mawer Investment Management Ltd. | 4,573,530 | $263.2M | 1.44% | +881,306+23.9% | Added |
| 40 North Management LLC | 4,000,000 | $230.2M | 11.16% | +850,000+27.0% | Added |
| Royal Bank of Canada | 3,769,022 | $216.9M | 0.06% | +60,879+1.6% | Added |
| Lord, Abbett & Co. LLC | 3,686,314 | $212.1M | 0.76% | +274,202+8.0% | Added |
| Millennium Management LLC | 3,629,772 | $208.9M | 0.24% | +1,610,569+79.8% | Added |
| Amundi | 3,335,183 | $199.7M | 0.11% | +968,784+40.9% | Added |
| Point72 Asset Management, L.P. | 3,332,660 | $191.8M | 0.68% | +2,805,260+531.9% | Added |
| Bank of New York Mellon Corp | 2,874,308 | $165.4M | 0.04% | +2,061,596+253.7% | Added |
| Harding Loevner LP | 2,843,831 | $163.7M | 0.93% | +7,941+0.3% | Added |
| Pzena Investment Management LLC | 2,477,432 | $142.6M | 0.61% | −272,631−9.9% | Reduced |
| Northern Trust Corp | 2,475,943 | $142.5M | 0.03% | +17,583+0.7% | Added |
| Balyasny Asset Management LLC | 2,438,348 | $140.3M | 0.46% | +2,438,348 | New |
| Wells Fargo & Company | 2,402,501 | $138.2M | 0.04% | −45,254−1.8% | Reduced |
| Mackenzie Financial Corp | 2,393,244 | $137.7M | 0.21% | −210,899−8.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,039,155 | $117.3M | 0.46% | −267,207−11.6% | Reduced |
| Holocene Advisors, LP | 2,036,932 | $117.2M | 0.59% | −464,629−18.6% | Reduced |
| Rockefeller Capital Management L.P. | 2,029,775 | $116.8M | 0.50% | +127,598+6.7% | Added |
| Capital Research Global Investors | 2,008,525 | $115.6M | 0.03% | +1,462+0.1% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $106.9M | 0.11% | 00.0% | Unchanged |
| Stifel Financial Corp | 1,738,242 | $100.0M | 0.14% | +121,920+7.5% | Added |
| JPMorgan Chase & Co | 1,684,473 | $96.9M | 0.01% | −378,480−18.3% | Reduced |
| UBS Group AG | 1,532,687 | $88.2M | 0.04% | +152,520+11.1% | Added |
| Todd Asset Management LLC | 1,498,449 | $86.2M | 2.09% | +5,256+0.4% | Added |
| Merewether Investment Management, LP | 1,440,589 | $82.9M | 7.34% | +251,873+21.2% | Added |
| Douglas Lane & Associates, LLC | 1,172,616 | $67.5M | 1.12% | −38,141−3.2% | Reduced |
| Westwood Global Investments, LLC | 1,168,590 | $67.2M | 3.74% | +20,001+1.7% | Added |
| Boston Partners | 1,151,911 | $66.3M | 0.09% | +49,487+4.5% | Added |
| Envestnet Asset Management Inc | 4,182,256 | $64.2M | 0.03% | +2,934,078+235.1% | Added |
| Silvercrest Asset Management Group LLC | 1,074,873 | $61.8M | 0.47% | +32,507+3.1% | Added |
| Macquarie Group Ltd | 1,045,019 | $60.1M | 0.07% | −25,001−2.3% | Reduced |
| Nuveen Asset Management, LLC | 1,036,619 | $59.6M | 0.02% | +121,904+13.3% | Added |
| Brandywine Global Investment Management, LLC | 1,011,568 | $58.2M | 0.47% | −47,199−4.5% | Reduced |
| Alliancebernstein L.P. | 1,010,558 | $58.1M | 0.02% | +126,830+14.4% | Added |
| Equity Investment Corp | 977,289 | $56.2M | 1.84% | +24,358+2.6% | Added |
| Great Lakes Advisors, LLC | 954,395 | $54.9M | 0.50% | −52,442−5.2% | Reduced |
| Natixis Advisors, L.P. | 943,687 | $54.3M | 0.19% | −95,321−9.2% | Reduced |
| Letko, Brosseau & Associates Inc | 940,692 | $54.1M | 1.01% | −3,475−0.4% | Reduced |
| Ruffer LLP | 922,600 | $53.1M | 1.84% | +922,600 | New |
| Encompass Capital Advisors LLC | 912,797 | $52.5M | 3.19% | −213,433−19.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 879,870 | $50.6M | 0.51% | 00.0% | Unchanged |
| Raymond James & Associates | 834,118 | $48.0M | 0.04% | −11,896−1.4% | Reduced |
| 1832 Asset Management L.P. | 828,490 | $47.7M | 0.10% | +828,490 | New |
| Brandes Investment Partners, LP | 813,866 | $46.8M | 0.99% | +358,666+78.8% | Added |
| Energy Income Partners, LLC | 800,914 | $46.1M | 1.02% | +246,863+44.6% | Added |
| Russell Investments Group, Ltd. | 792,981 | $45.6M | 0.09% | +1,399+0.2% | Added |
| Van Eck Associates Corp | 789,290 | $45.4M | 0.10% | +371,040+88.7% | Added |
| Bank of Montreal | 752,628 | $43.5M | 0.03% | +216,415+40.4% | Added |
| The PNC Financial Services Group, Inc. | 724,463 | $41.7M | 0.04% | +27,335+3.9% | Added |
| Cullen Capital Management LLC | 719,991 | $41.4M | 0.38% | −263,938−26.8% | Reduced |
| Invesco Ltd. | 701,037 | $40.3M | 0.01% | −1,033,406−59.6% | Reduced |
| ExodusPoint Capital Management, LP | 659,045 | $37.9M | 0.43% | +288,951+78.1% | Added |
| Ameriprise Financial Inc | 627,021 | $36.1M | 0.01% | −68,544−9.9% | Reduced |
| Neuberger Berman Group LLC | 607,150 | $35.0M | 0.03% | +123,110+25.4% | Added |
| Citigroup Inc | 596,976 | $34.4M | 0.05% | +451,175+309.4% | Added |
| Jennison Associates LLC | 582,810 | $33.5M | 0.03% | −364−0.1% | Reduced |
| Cambiar Investors LLC | 573,932 | $33.0M | 1.42% | +33,074+6.1% | Added |
| Penn Davis McFarland Inc | 570,018 | $32.8M | 6.02% | +6,807+1.2% | Added |
| LPL Financial LLC | 565,043 | $32.5M | 0.03% | +69,203+14.0% | Added |
| CIBC Private Wealth Group, LLC | 576,419 | $32.1M | 0.09% | −313,825−35.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $32.0M | 0.76% | 00.0% | Unchanged |
| Verition Fund Management LLC | 525,654 | $30.2M | 0.48% | +84,011+19.0% | Added |
| American Century Companies Inc | 522,010 | $30.0M | 0.02% | +62,557+13.6% | Added |
| CI Private Wealth, LLC | 488,533 | $28.1M | 0.08% | +220,681+82.4% | Added |
| TruWealth Advisors, LLC | 466,597 | $26.8M | 2.46% | +6,247+1.4% | Added |
| Fayez Sarofim & Co | 456,542 | $26.3M | 0.09% | −31,601−6.5% | Reduced |
| PointState Capital LP | 446,290 | $25.7M | 1.44% | −475,044−51.6% | Reduced |
| Wedge Capital Management L L P | 443,884 | $25.5M | 0.43% | −35,533−7.4% | Reduced |
| Ci Investments Inc. | 433,001 | $24.9M | 0.13% | −22,932−5.0% | Reduced |
| Nicola Wealth Management Ltd. | 427,600 | $24.6M | 2.43% | −26,000−5.7% | Reduced |
| Crocodile Capital Partners GmbH | 426,300 | $24.5M | 16.59% | 00.0% | Unchanged |
| Gabelli Funds LLC | 425,100 | $24.5M | 0.19% | −1000.0% | Reduced |
| Willis Investment Counsel | 424,674 | $24.4M | 1.60% | +3,183+0.8% | Added |
| CIBC World Markets Inc. | 414,111 | $23.8M | 0.09% | −53,616−11.5% | Reduced |
| Huber Capital Management LLC | 407,089 | $23.4M | 5.80% | +18,974+4.9% | Added |
| HighTower Advisors, LLC | 405,829 | $23.4M | 0.05% | −26,816−6.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 798,085 | $22.9M | 1.25% | +356,346+80.7% | Added |
| Cantor Fitzgerald, L. P. | 392,726 | $22.6M | 0.48% | +1,949+0.5% | Added |
| Kornitzer Capital Management Inc | 390,921 | $22.5M | 0.45% | −3,418−0.9% | Reduced |
| Twin Tree Management, LP | 388,914 | $22.4M | 0.63% | +388,914 | New |
| SIR Capital Management, L.P. | 386,500 | $22.2M | 2.37% | −36,400−8.6% | Reduced |
| Alyeska Investment Group, L.P. | 376,693 | $21.7M | 0.19% | −292,288−43.7% | Reduced |
| Guardian Capital LP | 375,988 | $21.6M | 0.69% | −15,460−3.9% | Reduced |
| Jane Street Group, LLC | 376,692 | $21.4M | 0.04% | −2,563,634−87.2% | Reduced |
| Foundry Partners, LLC | 367,669 | $21.2M | 1.33% | −16,762−4.4% | Reduced |