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 |
|---|---|---|---|---|---|
| Investment Management of Virginia LLC | 44,938 | $2.59M | 0.49% | −714−1.6% | Reduced |
| Chicago Trust Co NA | 45,413 | $2.61M | 0.66% | −9,027−16.6% | Reduced |
| Signaturefd, LLC | 45,448 | $2.62M | 0.07% | +2,524+5.9% | Added |
| Colony Group LLC | 45,947 | $2.64M | 0.04% | +144+0.3% | Added |
| United Fire Group Inc | 46,000 | $2.65M | 1.66% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 46,054 | $2.65M | 0.25% | −2,523−5.2% | Reduced |
| Regions Financial Corp | 46,085 | $2.65M | 0.02% | −2,132−4.4% | Reduced |
| Columbia Asset Management | 46,072 | $2.65M | 0.60% | +4,663+11.3% | Added |
| HSBC Holdings PLC | 46,376 | $2.67M | 0.00% | +35,708+334.7% | Added |
| JCIC Asset Management Inc. | 47,245 | $2.72M | 1.27% | −1,200−2.5% | Reduced |
| Adell Harriman & Carpenter Inc | 47,366 | $2.73M | 0.29% | +27,150+134.3% | Added |
| Blair William & Co | 47,994 | $2.76M | 0.01% | +1,694+3.7% | Added |
| Jackson Square Capital, LLC | 48,274 | $2.78M | 1.24% | −31,113−39.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 48,995 | $2.82M | 0.36% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 49,332 | $2.84M | 0.02% | −2,175−4.2% | Reduced |
| Commerce Bank | 49,723 | $2.86M | 0.02% | +3,563+7.7% | Added |
| Amica Mutual Insurance Co | 49,872 | $2.87M | 0.32% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 50,110 | $2.88M | 0.16% | +48,779+3,664.8% | Added |
| Raymond James Trust N.A. | 50,318 | $2.90M | 0.09% | +412+0.8% | Added |
| Atria Wealth Solutions, Inc. | 50,484 | $2.90M | 0.04% | −394−0.8% | Reduced |
| Sweeney & Michel, LLC | 50,483 | $2.91M | 1.55% | +50,483 | New |
| Kestra Advisory Services, LLC | 50,723 | $2.92M | 0.03% | −15,855−23.8% | Reduced |
| Wetherby Asset Management Inc | 51,141 | $2.94M | 0.17% | −370−0.7% | Reduced |
| Qube Research & Technologies Ltd | 52,532 | $3.02M | 0.02% | −358,516−87.2% | Reduced |
| YHB Investment Advisors, Inc. | 52,908 | $3.04M | 0.31% | +9,002+20.5% | Added |
| Madison Asset Management, LLC | 53,190 | $3.06M | 0.05% | −11,584−17.9% | Reduced |
| Credential Qtrade Securities Inc. | 53,347 | $3.07M | 0.20% | +4,539+9.3% | Added |
| Cornerstone Wealth Group, LLC | 54,188 | $3.12M | 0.55% | −688−1.3% | Reduced |
| Continental Advisors LLC | 55,020 | $3.17M | 2.91% | 00.0% | Unchanged |
| Synovus Financial Corp | 55,081 | $3.17M | 0.04% | +12,590+29.6% | Added |
| Cary Street Partners Asset Management LLC | 55,292 | $3.18M | 0.60% | +190+0.3% | Added |
| Veriti Management LLC | 55,791 | $3.21M | 0.38% | +2,199+4.1% | Added |
| Cardinal Capital Management | 55,935 | $3.22M | 0.67% | −608−1.1% | Reduced |
| Concentric Wealth Management, LLC | 56,003 | $3.22M | 1.07% | +275+0.5% | Added |
| Cetera Advisors LLC | 56,438 | $3.25M | 0.05% | −3,679−6.1% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.31M | 0.27% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 57,973 | $3.34M | 1.09% | −6,585−10.2% | Reduced |
| Cetera Investment Advisers | 57,981 | $3.34M | 0.03% | +204+0.4% | Added |
| Oppenheimer & Co Inc | 58,041 | $3.34M | 0.07% | −3,688−6.0% | Reduced |
| Bridge Creek Capital Management LLC | 58,278 | $3.35M | 1.26% | −794−1.3% | Reduced |
| Yousif Capital Management, LLC | 58,481 | $3.36M | 0.04% | −3,000−4.9% | Reduced |
| Atria Investments LLC | 58,546 | $3.37M | 0.06% | −7,458−11.3% | Reduced |
| Reik & Co., LLC | 59,582 | $3.43M | 1.01% | 00.0% | Unchanged |
| JustInvest LLC | 60,037 | $3.45M | 0.12% | +8,555+16.6% | Added |
| Weatherly Asset Management L. P. | 61,375 | $3.53M | 0.46% | −2,237−3.5% | Reduced |
| Brinker Capital Investments, LLC | 61,767 | $3.55M | 0.05% | +6,007+10.8% | Added |
| Orion Portfolio Solutions, LLC | 61,767 | $3.55M | 0.05% | +56,883+1,164.7% | Added |
| MML Investors Services, LLC | 61,911 | $3.56M | 0.03% | −5,381−8.0% | Reduced |
| Dodge & Cox | 62,913 | $3.62M | 0.00% | −1,733−2.7% | Reduced |
| Huntington National Bank | 63,003 | $3.63M | 0.04% | +19,378+44.4% | Added |
| Beddow Capital Management Inc | 63,365 | $3.65M | 1.83% | −250.0% | Reduced |
| Bard Financial Services, Inc. | 63,575 | $3.66M | 0.29% | +2,325+3.8% | Added |
| Putnam Investments LLC | 64,300 | $3.70M | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 64,626 | $3.72M | 0.34% | −32,295−33.3% | Reduced |
| Royce & Associates LP | 66,000 | $3.80M | 0.04% | +2,000+3.1% | Added |
| Deltec Asset Management LLC | 67,154 | $3.86M | 0.95% | +67,154 | New |
| United Capital Financial Advisers, LLC | 67,774 | $3.90M | 0.02% | −10,593−13.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 68,229 | $3.93M | 0.07% | −17,346−20.3% | Reduced |
| Griffin Asset Management, Inc. | 68,376 | $3.93M | 0.55% | −200.0% | Reduced |
| Teilinger Capital Ltd. | 69,200 | $3.98M | 1.66% | +69,200 | New |
| Miller Howard Investments Inc | 70,000 | $4.03M | 0.15% | −80,000−53.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,000 | $4.03M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 70,240 | $4.04M | 0.07% | −1,186−1.7% | Reduced |
| Brookmont Capital Management | 70,484 | $4.06M | 2.55% | −10.0% | Reduced |
| Peapack Gladstone Financial Corp | 70,987 | $4.09M | 0.08% | −3,838−5.1% | Reduced |
| Advocate Group LLC | 74,245 | $4.27M | 0.93% | −49−0.1% | Reduced |
| Hedges Asset Management LLC | 74,550 | $4.29M | 3.64% | +900+1.2% | Added |
| Exencial Wealth Advisors, LLC | 75,163 | $4.32M | 0.22% | −15,545−17.1% | Reduced |
| Cetera Advisor Networks LLC | 76,864 | $4.42M | 0.03% | −2,639−3.3% | Reduced |
| Bulltick Wealth Management, LLC | 78,014 | $4.49M | 1.18% | +20,520+35.7% | Added |
| Voya Investment Management LLC | 78,510 | $4.52M | 0.00% | +7,027+9.8% | Added |
| Viking Fund Management LLC | 80,000 | $4.60M | 0.89% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80,090 | $4.61M | 0.04% | +2,121+2.7% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.66M | 6.32% | 00.0% | Unchanged |
| State Street Corp | 81,402 | $4.69M | 0.00% | +23,273+40.0% | Added |
| South State Corp. | 81,823 | $4.71M | 0.43% | +1,591+2.0% | Added |
| First Trust Advisors LP | 82,975 | $4.77M | 0.01% | −7,659−8.5% | Reduced |
| Cutler Capital Management, LLC | 84,205 | $4.85M | 2.16% | +10,856+14.8% | Added |
| Azimuth Capital Investment Management LLC | 84,435 | $4.86M | 0.24% | −1,935−2.2% | Reduced |
| Deutsche Bank AG | 85,412 | $4.91M | 0.00% | −114−0.1% | Reduced |
| Kempner Capital Management Inc. | 86,087 | $4.95M | 2.89% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 86,332 | $4.97M | 0.00% | −2,242−2.5% | Reduced |
| Nelson Capital Management, LLC | 87,792 | $5.05M | 1.43% | −4,946−5.3% | Reduced |
| Keybank National Association | 87,841 | $5.05M | 0.02% | +848+1.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.29M | 0.08% | +91,953 | New |
| Palogic Value Management, L.P. | 94,572 | $5.44M | 2.66% | +1,246+1.3% | Added |
| Lodge Hill Capital, LLC | 95,000 | $5.47M | 2.07% | −10,000−9.5% | Reduced |
| Beach Investment Counsel Inc | 95,530 | $5.50M | 0.73% | −86,899−47.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 96,143 | $5.53M | 0.09% | +11,395+13.4% | Added |
| Bleakley Financial Group, LLC | 96,492 | $5.55M | 0.19% | +7,641+8.6% | Added |
| Sawtooth Solutions, LLC | 96,492 | $5.55M | 0.15% | +91,149+1,706.0% | Added |
| Hohimer Wealth Management, LLC | 98,187 | $5.65M | 1.64% | +79+0.1% | Added |
| tru Independence LLC | 98,828 | $5.69M | 1.83% | −19,625−16.6% | Reduced |
| National Bank of Canada | 98,862 | $5.71M | 0.02% | −9,976−9.2% | Reduced |
| Toroso Investments, LLC | 99,858 | $5.75M | 0.19% | +13,401+15.5% | Added |
| JBF Capital, Inc. | 100,000 | $5.75M | 1.31% | −185,000−64.9% | Reduced |
| Pictet Asset Management SA | 100,262 | $5.77M | 0.01% | −172,370−63.2% | Reduced |
| Prospera Financial Services Inc | 101,171 | $5.82M | 0.24% | +4,998+5.2% | Added |
| Stephens Inc | 101,363 | $5.83M | 0.11% | +15,830+18.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 101,787 | $5.86M | 0.01% | +6,440+6.8% | Added |