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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 101,962 | $5.87M | 1.16% | −1,643−1.6% | Reduced |
| Sandy Spring Bank | 102,131 | $5.88M | 0.33% | +3,869+3.9% | Added |
| Eastover Investment Advisors LLC | 102,833 | $5.92M | 3.31% | +363+0.4% | Added |
| Aquatic Capital Management LLC | 104,000 | $5.98M | 0.37% | +104,000 | New |
| Heritage Investors Management Corp | 104,362 | $6.00M | 0.26% | −2,277−2.1% | Reduced |
| Klingenstein Fields & Co LP | 105,225 | $6.05M | 0.30% | −157−0.1% | Reduced |
| Augustine Asset Management Inc | 105,515 | $6.07M | 3.01% | −689−0.6% | Reduced |
| Bokf, NA | 106,332 | $6.12M | 0.13% | −1,013−0.9% | Reduced |
| Renaissance Group LLC | 107,305 | $6.17M | 0.28% | −1,938−1.8% | Reduced |
| Banco Santander, S.A. | 107,431 | $6.18M | 0.09% | +64,441+149.9% | Added |
| New England Asset Management Inc | 107,785 | $6.20M | 0.92% | +51,805+92.5% | Added |
| Pinnacle Associates Ltd | 108,087 | $6.22M | 0.13% | −15,112−12.3% | Reduced |
| Fifth Third Bancorp | 113,099 | $6.51M | 0.03% | −420.0% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $6.54M | 1.82% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 113,891 | $6.55M | 0.30% | +35,512+45.3% | Added |
| Eagle Global Advisors LLC | 114,027 | $6.56M | 0.44% | −442−0.4% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 116,850 | $6.72M | 2.31% | +6,443+5.8% | Added |
| TD Waterhouse Canada Inc. | 103,071 | $6.76M | 0.07% | +924+0.9% | Added |
| TownSquare Capital, LLC | 119,227 | $6.86M | 0.15% | −1,536−1.3% | Reduced |
| Leuthold Group, LLC | 120,356 | $6.93M | 0.91% | −2,689−2.2% | Reduced |
| Woodstock Corp | 120,899 | $6.96M | 0.89% | +2,788+2.4% | Added |
| Edgemoor Investment Advisors, Inc. | 122,461 | $7.05M | 0.86% | +787+0.6% | Added |
| ARS Wealth Advisors Group, LLC | 122,540 | $7.05M | 1.30% | +31,871+35.2% | Added |
| Regency Capital Management Inc. | 123,320 | $7.10M | 8.59% | +2,646+2.2% | Added |
| Thornburg Investment Management Inc | 124,248 | $7.15M | 0.12% | −2,313−1.8% | Reduced |
| Neville Rodie & Shaw Inc | 125,625 | $7.23M | 0.65% | −300−0.2% | Reduced |
| Bragg Financial Advisors, Inc | 125,896 | $7.24M | 0.43% | +3,216+2.6% | Added |
| Glenmede Trust Co NA | 128,194 | $7.38M | 0.04% | +25,544+24.9% | Added |
| Bank of Nova Scotia | 128,977 | $7.42M | 0.02% | +13,990+12.2% | Added |
| Creative Planning | 132,943 | $7.65M | 0.01% | −14,336−9.7% | Reduced |
| Avalon Investment & Advisory | 133,675 | $7.69M | 0.21% | −2,264−1.7% | Reduced |
| SEI Investments Co | 135,293 | $7.78M | 0.01% | +7,308+5.7% | Added |
| Captrust Financial Advisors | 136,292 | $7.84M | 0.03% | +13,346+10.9% | Added |
| Baird Financial Group, Inc. | 139,380 | $8.02M | 0.02% | +11,310+8.8% | Added |
| Janney Capital Management LLC | 139,601 | $8.03M | 0.60% | −1,182−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 139,935 | $8.05M | 0.04% | +10,478+8.1% | Added |
| Ibex Wealth Advisors | 139,964 | $8.05M | 2.09% | +1,418+1.0% | Added |
| Manning & Napier Group, LLC | 141,594 | $8.15M | 0.09% | −5,439−3.7% | Reduced |
| Sit Investment Associates Inc | 144,910 | $8.34M | 0.23% | +19,280+15.3% | Added |
| Stamos Capital Partners, L.P. | 152,880 | $8.80M | 2.27% | +16,880+12.4% | Added |
| Janney Montgomery Scott LLC | 159,159 | $9.16M | 0.04% | −36,715−18.7% | Reduced |
| Cubist Systematic Strategies, LLC | 162,576 | $9.35M | 0.09% | +158,332+3,730.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 165,770 | $9.54M | 0.01% | −5,911−3.4% | Reduced |
| Allied Investment Advisors, LLC | 167,876 | $9.66M | 2.99% | −1,458−0.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 161,364 | $9.72M | 0.11% | −5,933−3.5% | Reduced |
| Employees Retirement System of Texas | 169,397 | $9.75M | 0.14% | −61,915−26.8% | Reduced |
| D.A. Davidson & Co. | 177,002 | $10.2M | 0.11% | +8,657+5.1% | Added |
| Pacer Advisors, Inc. | 178,508 | $10.3M | 0.04% | +70,283+64.9% | Added |
| Crossmark Global Holdings, Inc. | 181,049 | $10.4M | 0.25% | +1,310+0.7% | Added |
| Oppenheimer Asset Management Inc. | 183,834 | $10.6M | 0.16% | −25,114−12.0% | Reduced |
| Scotia Capital Inc. | 186,909 | $10.8M | 0.08% | +1,452+0.8% | Added |
| Avantax Advisory Services, Inc. | 188,987 | $10.9M | 0.13% | −601−0.3% | Reduced |
| Willis Johnson & Associates, Inc. | 191,190 | $11.0M | 1.31% | +34,429+22.0% | Added |
| FineMark National Bank & Trust | 192,017 | $11.0M | 0.47% | +4,471+2.4% | Added |
| Cohen Klingenstein LLC | 197,338 | $11.4M | 0.53% | 00.0% | Unchanged |
| Country Club Bank | 198,422 | $11.5M | 0.95% | −31,910−13.9% | Reduced |
| Tocqueville Asset Management L.P. | 200,734 | $11.6M | 0.22% | −3,735−1.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 203,698 | $11.7M | 0.02% | +19,225+10.4% | Added |
| Van Hulzen Asset Management, LLC | 205,761 | $11.8M | 1.11% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 206,551 | $11.9M | 0.28% | −69,145−25.1% | Reduced |
| First Eagle Investment Management, LLC | 214,433 | $12.3M | 0.03% | +26,810+14.3% | Added |
| Northwest & Ethical Investments L.P. | 215,901 | $12.4M | 0.41% | +30,720+16.6% | Added |
| Thomas White International Ltd | 219,015 | $12.6M | 2.66% | +31,091+16.5% | Added |
| American Assets Investment Management, LLC | 221,000 | $12.7M | 1.47% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 220,747 | $12.7M | 2.73% | +147,475+201.3% | Added |
| First Republic Investment Management, Inc. | 228,254 | $13.1M | 0.03% | −20,268−8.2% | Reduced |
| M&T Bank Corp | 230,231 | $13.2M | 0.05% | +2,575+1.1% | Added |
| Truist Financial Corp | 230,605 | $13.3M | 0.02% | −8,561−3.6% | Reduced |
| Gemsstock Limited | 244,100 | $14.0M | 15.35% | −69,500−22.2% | Reduced |
| Mercer Global Advisors Inc | 245,254 | $14.1M | 0.06% | −13,248−5.1% | Reduced |
| Evergreen Capital Management LLC | 245,332 | $14.1M | 0.63% | +4,734+2.0% | Added |
| Grandfield & Dodd, LLC | 249,600 | $14.4M | 1.00% | −460−0.2% | Reduced |
| Anchor Capital Advisors LLC | 255,488 | $14.7M | 0.39% | +783+0.3% | Added |
| Davenport & Co LLC | 261,729 | $15.1M | 0.12% | −5,208−2.0% | Reduced |
| Edge Capital Group, LLC | 266,704 | $15.3M | 0.95% | +116,857+78.0% | Added |
| Fort Washington Investment Advisors Inc | 267,128 | $15.4M | 0.12% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 269,723 | $15.7M | 0.03% | +16,714+6.6% | Added |
| Greenwood Gearhart Inc | 275,356 | $15.8M | 2.02% | +6,482+2.4% | Added |
| Logan Capital Management Inc | 275,367 | $15.8M | 0.77% | −3,647−1.3% | Reduced |
| Thomasville National Bank | 280,057 | $16.1M | 1.66% | +4,867+1.8% | Added |
| South Dakota Investment Council | 280,502 | $16.1M | 0.34% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 294,913 | $17.0M | 0.04% | +8,783+3.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 296,609 | $17.1M | 0.03% | +37,798+14.6% | Added |
| Skye Global Management LP | 298,500 | $17.2M | 0.59% | +298,500 | New |
| Systrade AG | 300,000 | $17.3M | 10.26% | 00.0% | Unchanged |
| Mariner, LLC | 307,174 | $17.7M | 0.05% | +10,549+3.6% | Added |
| Cerity Partners LLC | 145,984 | $17.8M | 0.08% | +12,660+9.5% | Added |
| Becker Capital Management Inc | 313,959 | $18.1M | 0.71% | −8,193−2.5% | Reduced |
| US Bancorp | 315,413 | $18.1M | 0.03% | −32,773−9.4% | Reduced |
| Harvest Portfolios Group Inc. | 323,243 | $18.6M | 0.91% | +747+0.2% | Added |
| Stansberry Asset Management, LLC | 333,675 | $19.2M | 3.72% | +14,948+4.7% | Added |
| Yaupon Capital Management LP | 337,196 | $19.4M | 3.04% | +99,446+41.8% | Added |
| Hikari Power Ltd | 341,900 | $19.7M | 1.98% | 00.0% | Unchanged |
| Foundry Partners, LLC | 367,669 | $21.2M | 1.33% | −16,762−4.4% | Reduced |
| Jane Street Group, LLC | 376,692 | $21.4M | 0.04% | −2,563,634−87.2% | Reduced |
| Guardian Capital LP | 375,988 | $21.6M | 0.69% | −15,460−3.9% | Reduced |
| Alyeska Investment Group, L.P. | 376,693 | $21.7M | 0.19% | −292,288−43.7% | Reduced |
| SIR Capital Management, L.P. | 386,500 | $22.2M | 2.37% | −36,400−8.6% | Reduced |
| Twin Tree Management, LP | 388,914 | $22.4M | 0.63% | +388,914 | New |
| Kornitzer Capital Management Inc | 390,921 | $22.5M | 0.45% | −3,418−0.9% | Reduced |