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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2023: 1,194 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2023: $17.3B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2022.

Institutions holding SHEL in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EP Wealth Advisors, LLC115,000$00.00%+104,105+955.5%Added
Summit Wealth Group, LLC116,979$20.05%+116,979New
Annapolis Financial Services, LLC0$120.00%0New
Hallmark Capital Management Inc0$150.00%0Unchanged
Sofos Investments, Inc.58$280.00%+1+1.8%Added
Bellwether Advisors, LLC5$3060.00%+5New
Macroview Investment Management LLC8$4610.00%00.0%Unchanged
Gould Capital, LLC10$5750.00%−20−66.7%Reduced
Tilia Fiduciary Partners, Inc.15$8630.00%+15New
Covestor Ltd10$1.00K0.00%00.0%Unchanged
Richard W. Paul & Associates, LLC22$1.27K0.00%−206−90.4%Reduced
Fortis Advisors, LLC24$1.38K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.32$1.84K0.00%+32New
Tradewinds Capital Management, LLC43$2.48K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.44$2.56K0.00%00.0%Unchanged
Raffa Wealth Management, LLC49$2.82K0.00%00.0%Unchanged
Kalos Management, Inc.49$2.82K0.01%+49New
American National Bank52$2.99K0.00%−1,802−97.2%Reduced
Ridgewood Investments LLC57$3.28K0.00%+57New
Jackson, Grant Investment Advisers, Inc.58$3.34K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$3.35K0.00%00.0%Unchanged
Bell Investment Advisors, Inc61$3.51K0.00%+33+117.9%Added
Piscataqua Savings Bank65$3.74K0.00%−809−92.6%Reduced
TD Ameritrade Investment Management, LLC72$4.00K0.00%00.0%Unchanged
Winch Advisory Services, LLC64$4.00K0.00%00.0%Unchanged
Byrne Asset Management LLC64$4.00K0.00%+64New
Eukles Asset Management70$4.03K0.00%00.0%Unchanged
Quent Capital, LLC72$4.17K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.75$4.32K0.00%00.0%Unchanged
Missouri Trust & Investment Co82$4.72K0.00%+82New
Fortis Capital Advisors, LLC94$5.41K0.00%+1+1.1%Added
Blume Capital Management, Inc.100$5.75K0.00%00.0%Unchanged
Red Tortoise LLC100$5.75K0.00%00.0%Unchanged
MB, Levis & Associates, LLC100$5.75K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.100$5.75K0.00%+100New
PSI Advisors, LLC102$5.87K0.00%00.0%Unchanged
Federated Hermes, Inc.105$6.04K0.00%−100−48.8%Reduced
Beaird Harris Wealth Management, LLC109$6.27K0.00%−285−72.3%Reduced
Cedar Wealth Management, LLC117$6.73K0.00%−99−45.8%Reduced
Cowen Prime Advisors LLC112$7.00K0.00%00.0%Unchanged
Centennial Bank125$7.19K0.00%−1,220−90.7%Reduced
Exchange Traded Concepts, LLC132$7.59K0.00%−187−58.6%Reduced
Valley National Advisers Inc130$8.00K0.00%00.0%Unchanged
Coastal Capital Group, Inc.140$8.06K0.00%00.0%Unchanged
Global Trust Asset Management, LLC150$8.63K0.00%00.0%Unchanged
Retirement Group, LLC156$9.00K0.00%+156New
Strengthening Families & Communities, LLC157$9.00K0.01%+157New
Stone House Investment Management, LLC186$10.7K0.00%+186New
JJJ Advisors Inc.183$11.4K0.00%00.0%Unchanged
Johnson Midwest Financial, LLC198$11.4K0.02%00.0%Unchanged
Evermay Wealth Management LLC200$11.5K0.00%00.0%Unchanged
Cornerstone Management, Inc.200$11.5K0.00%00.0%Unchanged
Costello Asset Management, INC200$11.5K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$11.5K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$11.5K0.01%00.0%Unchanged
First National Bank of South Miami200$11.5K0.01%00.0%Unchanged
First Command Advisory Services, Inc.200$11.5K0.00%+200New
Nalls Sherbakoff Group, LLC200$11.6K0.01%+200New
Private Ocean, LLC207$11.9K0.00%00.0%Unchanged
Truvestments Capital LLC207$11.9K0.01%00.0%Unchanged
WR Wealth Planners, LLC207$11.9K0.01%+207New
CoreFirst Bank & Trust217$12.5K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC229$13.2K0.00%00.0%Unchanged
Central Bank & Trust Co230$13.2K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group238$13.7K0.01%−98−29.2%Reduced
Pacifica Partners Inc.236$14.2K0.01%+81+52.3%Added
PFG Private Wealth Management, LLC250$14.4K0.01%−14−5.3%Reduced
Newbridge Financial Services Group, Inc.250$14.4K0.01%00.0%Unchanged
Raleigh Capital Management Inc.254$14.6K0.01%−24−8.6%Reduced
Kelly Financial Services LLC257$14.8K0.01%−44−14.6%Reduced
Allspring Global Investments Holdings, LLC260$15.0K0.00%00.0%Unchanged
Front Row Advisors LLC255$15.0K0.01%−101−28.4%Reduced
25 LLC252$15.4K0.01%+252New
Atticus Wealth Management, LLC275$15.8K0.01%00.0%Unchanged
Lee Financial Co287$16.5K0.00%−130−31.2%Reduced
Centerpoint Advisors, LLC300$17.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC300$17.0K0.02%00.0%Unchanged
Antonetti Capital Management LLC300$17.3K0.03%00.0%Unchanged
Stephens Consulting, LLC300$17.3K0.01%00.0%Unchanged
WealthPlan Investment Management, LLC304$17.5K0.00%+304New
Avalon Trust Co306$17.6K0.00%+306New
Bank of New Hampshire310$17.8K0.01%00.0%Unchanged
Hoese & Co LLP300$18.2K0.02%00.0%Unchanged
Sageworth Trust Co317$18.2K0.00%+317New
Atwood & Palmer Inc324$18.6K0.00%00.0%Unchanged
Castleview Partners, LLC327$18.8K0.02%00.0%Unchanged
Nisa Investment Advisors, LLC327$19.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC331$19.0K0.00%+3+0.9%Added
HighMark Wealth Management LLC337$19.4K0.02%+28+9.1%Added
New England Capital Financial Advisors LLC338$19.4K0.01%00.0%Unchanged
PFS Partners, LLC378$21.8K0.02%00.0%Unchanged
Community Bank, N.A.396$22.8K0.00%00.0%Unchanged
Mendota Financial Group, LLC415$22.8K0.02%00.0%Unchanged
GHP Investment Advisors, Inc.400$23.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC400$23.0K0.00%00.0%Unchanged
Heritage Wealth Advisors420$24.2K0.00%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.423$24.4K0.00%−200−32.1%Reduced
MCF Advisors LLC430$24.7K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC434$25.0K0.01%+434New
Key Financial Inc481$27.7K0.01%+52+12.1%Added