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 |
|---|---|---|---|---|---|
| Cantor Fitzgerald, L. P. | 392,726 | $22.6M | 0.48% | +1,949+0.5% | Added |
| Gluskin Sheff & Assoc Inc | 798,085 | $22.9M | 1.25% | +356,346+80.7% | Added |
| HighTower Advisors, LLC | 405,829 | $23.4M | 0.05% | −26,816−6.2% | Reduced |
| Huber Capital Management LLC | 407,089 | $23.4M | 5.80% | +18,974+4.9% | Added |
| CIBC World Markets Inc. | 414,111 | $23.8M | 0.09% | −53,616−11.5% | Reduced |
| Willis Investment Counsel | 424,674 | $24.4M | 1.60% | +3,183+0.8% | Added |
| Gabelli Funds LLC | 425,100 | $24.5M | 0.19% | −1000.0% | Reduced |
| Crocodile Capital Partners GmbH | 426,300 | $24.5M | 16.59% | 00.0% | Unchanged |
| Nicola Wealth Management Ltd. | 427,600 | $24.6M | 2.43% | −26,000−5.7% | Reduced |
| Ci Investments Inc. | 433,001 | $24.9M | 0.13% | −22,932−5.0% | Reduced |
| Wedge Capital Management L L P | 443,884 | $25.5M | 0.43% | −35,533−7.4% | Reduced |
| PointState Capital LP | 446,290 | $25.7M | 1.44% | −475,044−51.6% | Reduced |
| Fayez Sarofim & Co | 456,542 | $26.3M | 0.09% | −31,601−6.5% | Reduced |
| TruWealth Advisors, LLC | 466,597 | $26.8M | 2.46% | +6,247+1.4% | Added |
| CI Private Wealth, LLC | 488,533 | $28.1M | 0.08% | +220,681+82.4% | Added |
| American Century Companies Inc | 522,010 | $30.0M | 0.02% | +62,557+13.6% | Added |
| Verition Fund Management LLC | 525,654 | $30.2M | 0.48% | +84,011+19.0% | Added |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $32.0M | 0.76% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 576,419 | $32.1M | 0.09% | −313,825−35.3% | Reduced |
| LPL Financial LLC | 565,043 | $32.5M | 0.03% | +69,203+14.0% | Added |
| Penn Davis McFarland Inc | 570,018 | $32.8M | 6.02% | +6,807+1.2% | Added |
| Cambiar Investors LLC | 573,932 | $33.0M | 1.42% | +33,074+6.1% | Added |
| Jennison Associates LLC | 582,810 | $33.5M | 0.03% | −364−0.1% | Reduced |
| Citigroup Inc | 596,976 | $34.4M | 0.05% | +451,175+309.4% | Added |
| Neuberger Berman Group LLC | 607,150 | $35.0M | 0.03% | +123,110+25.4% | Added |
| Ameriprise Financial Inc | 627,021 | $36.1M | 0.01% | −68,544−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 659,045 | $37.9M | 0.43% | +288,951+78.1% | Added |
| Invesco Ltd. | 701,037 | $40.3M | 0.01% | −1,033,406−59.6% | Reduced |
| Cullen Capital Management LLC | 719,991 | $41.4M | 0.38% | −263,938−26.8% | Reduced |
| The PNC Financial Services Group, Inc. | 724,463 | $41.7M | 0.04% | +27,335+3.9% | Added |
| Bank of Montreal | 752,628 | $43.5M | 0.03% | +216,415+40.4% | Added |
| Van Eck Associates Corp | 789,290 | $45.4M | 0.10% | +371,040+88.7% | Added |
| Russell Investments Group, Ltd. | 792,981 | $45.6M | 0.09% | +1,399+0.2% | Added |
| Energy Income Partners, LLC | 800,914 | $46.1M | 1.02% | +246,863+44.6% | Added |
| Brandes Investment Partners, LP | 813,866 | $46.8M | 0.99% | +358,666+78.8% | Added |
| 1832 Asset Management L.P. | 828,490 | $47.7M | 0.10% | +828,490 | New |
| Raymond James & Associates | 834,118 | $48.0M | 0.04% | −11,896−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 879,870 | $50.6M | 0.51% | 00.0% | Unchanged |
| Encompass Capital Advisors LLC | 912,797 | $52.5M | 3.19% | −213,433−19.0% | Reduced |
| Ruffer LLP | 922,600 | $53.1M | 1.84% | +922,600 | New |
| Letko, Brosseau & Associates Inc | 940,692 | $54.1M | 1.01% | −3,475−0.4% | Reduced |
| Natixis Advisors, L.P. | 943,687 | $54.3M | 0.19% | −95,321−9.2% | Reduced |
| Great Lakes Advisors, LLC | 954,395 | $54.9M | 0.50% | −52,442−5.2% | Reduced |
| Equity Investment Corp | 977,289 | $56.2M | 1.84% | +24,358+2.6% | Added |
| Alliancebernstein L.P. | 1,010,558 | $58.1M | 0.02% | +126,830+14.4% | Added |
| Brandywine Global Investment Management, LLC | 1,011,568 | $58.2M | 0.47% | −47,199−4.5% | Reduced |
| Nuveen Asset Management, LLC | 1,036,619 | $59.6M | 0.02% | +121,904+13.3% | Added |
| Macquarie Group Ltd | 1,045,019 | $60.1M | 0.07% | −25,001−2.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,074,873 | $61.8M | 0.47% | +32,507+3.1% | Added |
| Envestnet Asset Management Inc | 4,182,256 | $64.2M | 0.03% | +2,934,078+235.1% | Added |
| Boston Partners | 1,151,911 | $66.3M | 0.09% | +49,487+4.5% | Added |
| Westwood Global Investments, LLC | 1,168,590 | $67.2M | 3.74% | +20,001+1.7% | Added |
| Douglas Lane & Associates, LLC | 1,172,616 | $67.5M | 1.12% | −38,141−3.2% | Reduced |
| Merewether Investment Management, LP | 1,440,589 | $82.9M | 7.34% | +251,873+21.2% | Added |
| Todd Asset Management LLC | 1,498,449 | $86.2M | 2.09% | +5,256+0.4% | Added |
| UBS Group AG | 1,532,687 | $88.2M | 0.04% | +152,520+11.1% | Added |
| JPMorgan Chase & Co | 1,684,473 | $96.9M | 0.01% | −378,480−18.3% | Reduced |
| Stifel Financial Corp | 1,738,242 | $100.0M | 0.14% | +121,920+7.5% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $106.9M | 0.11% | 00.0% | Unchanged |
| Capital Research Global Investors | 2,008,525 | $115.6M | 0.03% | +1,462+0.1% | Added |
| Rockefeller Capital Management L.P. | 2,029,775 | $116.8M | 0.50% | +127,598+6.7% | Added |
| Holocene Advisors, LP | 2,036,932 | $117.2M | 0.59% | −464,629−18.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,039,155 | $117.3M | 0.46% | −267,207−11.6% | Reduced |
| Mackenzie Financial Corp | 2,393,244 | $137.7M | 0.21% | −210,899−8.1% | Reduced |
| Wells Fargo & Company | 2,402,501 | $138.2M | 0.04% | −45,254−1.8% | Reduced |
| Balyasny Asset Management LLC | 2,438,348 | $140.3M | 0.46% | +2,438,348 | New |
| Northern Trust Corp | 2,475,943 | $142.5M | 0.03% | +17,583+0.7% | Added |
| Pzena Investment Management LLC | 2,477,432 | $142.6M | 0.61% | −272,631−9.9% | Reduced |
| Harding Loevner LP | 2,843,831 | $163.7M | 0.93% | +7,941+0.3% | Added |
| Bank of New York Mellon Corp | 2,874,308 | $165.4M | 0.04% | +2,061,596+253.7% | Added |
| Point72 Asset Management, L.P. | 3,332,660 | $191.8M | 0.68% | +2,805,260+531.9% | Added |
| Amundi | 3,335,183 | $199.7M | 0.11% | +968,784+40.9% | Added |
| Millennium Management LLC | 3,629,772 | $208.9M | 0.24% | +1,610,569+79.8% | Added |
| Lord, Abbett & Co. LLC | 3,686,314 | $212.1M | 0.76% | +274,202+8.0% | Added |
| Royal Bank of Canada | 3,769,022 | $216.9M | 0.06% | +60,879+1.6% | Added |
| 40 North Management LLC | 4,000,000 | $230.2M | 11.16% | +850,000+27.0% | Added |
| Mawer Investment Management Ltd. | 4,573,530 | $263.2M | 1.44% | +881,306+23.9% | Added |
| Goldman Sachs Group Inc | 4,940,946 | $284.3M | 0.08% | −175,254−3.4% | Reduced |
| Perpetual Ltd | 10,131,422 | $289.0M | 2.50% | +10,131,422 | New |
| Price T Rowe Associates Inc | 5,109,224 | $294.0M | 0.04% | +236,690+4.9% | Added |
| Franklin Resources Inc | 6,829,221 | $393.0M | 0.20% | +596,813+9.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,843,803 | $393.8M | 1.52% | +130,890+1.9% | Added |
| Orbis Allan Gray Ltd | 6,843,837 | $393.8M | 3.10% | −58,811−0.9% | Reduced |
| BlackRock Inc. | 6,982,597 | $401.8M | 0.01% | +466,949+7.2% | Added |
| Bank of America Corp | 7,149,568 | $411.4M | 0.05% | +373,720+5.5% | Added |
| Wellington Management Group LLP | 8,029,279 | $462.0M | 0.09% | −433,351−5.1% | Reduced |
| Morgan Stanley | 9,121,232 | $524.8M | 0.06% | −383,791−4.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,249,959 | $532.2M | 0.69% | +210,503+2.3% | Added |
| Norges Bank | 10,095,680 | $580.9M | 0.13% | −1,459,561−12.6% | Reduced |
| Eagle Capital Management LLC | 12,814,630 | $737.4M | 3.36% | +12,814,630 | New |
| FMR LLC | 21,173,480 | $1.22B | 0.11% | +638,176+3.1% | Added |
| Fisher Asset Management, LLC | 21,404,593 | $1.23B | 0.75% | +321,679+1.5% | Added |
| Dimensional Fund Advisors LP | 22,872,224 | $1.32B | 0.44% | +811,877+3.7% | Added |
| Quilter Plc | 1,150 | – | – | +1,150 | New |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −1,071,747−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −776,092−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −431,842−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −333,400−100.0% | Sold out |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −177,005−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −170,869−100.0% | Sold out |