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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 482 | $28.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 488 | $28.1K | 0.00% | +5+1.0% | Added |
| Pflug Koory, LLC | 490 | $28.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 495 | $28.5K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 547 | $31.0K | 0.02% | +47+9.4% | Added |
| TD Capital Management LLC | 550 | $31.6K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 551 | $31.7K | 0.01% | +551 | New |
| Pointe Capital Management LLC | 560 | $32.2K | 0.02% | +560 | New |
| First Personal Financial Services | 560 | $32.2K | 0.01% | −100−15.2% | Reduced |
| Venturi Wealth Management, LLC | 561 | $32.3K | 0.00% | +561 | New |
| JNBA Financial Advisors | 582 | $33.5K | 0.00% | +127+27.9% | Added |
| Graham Capital Wealth Management, LLC | 614 | $35.3K | 0.05% | +614 | New |
| Cassady Schiller Wealth Management, LLC | 627 | $36.1K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 628 | $36.1K | 0.03% | +158+33.6% | Added |
| CVA Family Office, LLC | 655 | $37.7K | 0.01% | −247−27.4% | Reduced |
| Colonial Trust Advisors | 658 | $37.9K | 0.00% | −1,500−69.5% | Reduced |
| Focused Wealth Management, Inc | 660 | $38.0K | 0.01% | +6+0.9% | Added |
| Concord Wealth Partners | 664 | $38.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 682 | $39.2K | 0.01% | +70+11.4% | Added |
| BerganKDV Wealth Management, LLC | 687 | $39.5K | 0.00% | +143+26.3% | Added |
| Farther Finance Advisors, LLC | 712 | $41.0K | 0.01% | −10−1.4% | Reduced |
| Sutton Wealth Advisors Inc. | 720 | $41.4K | 0.02% | −18−2.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 737 | $42.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 739 | $42.5K | 0.00% | +247+50.2% | Added |
| Bourgeon Capital Management LLC | 750 | $43.2K | 0.01% | +750 | New |
| Archer Investment Corp | 779 | $44.8K | 0.02% | −644−45.3% | Reduced |
| City State Bank | 780 | $45.0K | 0.03% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 786 | $45.2K | 0.01% | +156+24.8% | Added |
| Motco | 794 | $45.7K | 0.00% | −175−18.1% | Reduced |
| Highlander Capital Management, LLC | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 796 | $46.0K | 0.00% | +8+1.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 793 | $46.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 813 | $46.8K | 0.01% | +1+0.1% | Added |
| Column Capital Advisors, LLC | 842 | $48.4K | 0.01% | −22−2.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 846 | $48.7K | 0.04% | +146+20.9% | Added |
| Hazlett, Burt & Watson, Inc. | 853 | $49.0K | 0.04% | +8+0.9% | Added |
| Dividend Assets Capital, LLC | 859 | $49.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 903 | $51.4K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 900 | $51.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 930 | $53.5K | 0.06% | −2,250−70.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 958 | $55.1K | 0.00% | +43+4.7% | Added |
| Accel Wealth Management | 968 | $55.7K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 984 | $56.6K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,041 | $59.9K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,050 | $60.4K | 0.04% | +300+40.0% | Added |
| First Command Bank | 1,066 | $61.3K | 0.01% | +300+39.2% | Added |
| First Command Financial Services, Inc. | 1,066 | $61.3K | 0.01% | +300+39.2% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $64.3K | 0.02% | −50−4.3% | Reduced |
| Barrett & Company, Inc. | 1,141 | $65.7K | 0.04% | +100+9.6% | Added |
| Godsey & Gibb Associates | 1,149 | $66.1K | 0.01% | +423+58.3% | Added |
| Baystate Wealth Management LLC | 1,215 | $69.9K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,216 | $70.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,247 | $71.7K | 0.02% | +39+3.2% | Added |
| M&R Capital Management Inc | 1,290 | $74.2K | 0.02% | −194−13.1% | Reduced |
| Global Financial Private Client, LLC | 1,228 | $74.3K | 0.04% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $74.8K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $74.8K | 0.04% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,302 | $75.0K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,319 | $76.0K | 0.00% | +1,179+842.1% | Added |
| AlphaMark Advisors, LLC | 1,368 | $79.0K | 0.04% | −275−16.7% | Reduced |
| Tradition Wealth Management, LLC | 1,377 | $79.0K | 0.01% | +2+0.1% | Added |
| Citizens National Bank Trust Department | 1,397 | $80.4K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,407 | $81.0K | 0.01% | +286+25.5% | Added |
| Carmichael Hill & Associates, Inc. | 1,455 | $83.7K | 0.04% | 00.0% | Unchanged |
| Colonial Trust Co | 1,485 | $85.4K | 0.02% | −123−7.6% | Reduced |
| Northwest Investment Counselors, LLC | 1,500 | $86.3K | 0.02% | −420−21.9% | Reduced |
| AdvisorNet Financial, Inc | 1,506 | $86.7K | 0.01% | −31−2.0% | Reduced |
| Eagle Bay Advisors LLC | 1,533 | $88.2K | 0.05% | +1+0.1% | Added |
| Webster Bank, N. A. | 1,539 | $88.6K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,547 | $89.0K | 0.09% | +12+0.8% | Added |
| Itau Unibanco Holding S.A. | 1,556 | $89.5K | 0.00% | −45,462−96.7% | Reduced |
| Schubert & Co | 1,574 | $90.6K | 0.08% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,581 | $91.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,600 | $92.1K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,715 | $98.7K | 0.02% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,786 | $102.8K | 0.03% | +1,786 | New |
| Ahrens Investment Partners LLC | 1,870 | $107.6K | 0.05% | +1,870 | New |
| McIlrath & Eck, LLC | 1,872 | $107.7K | 0.03% | +1,569+517.8% | Added |
| Riverview Trust Co | 1,889 | $108.7K | 0.10% | 00.0% | Unchanged |
| Bray Capital Advisors | 1,950 | $112.2K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,988 | $114.4K | 0.06% | −36−1.8% | Reduced |
| Grove Bank & Trust | 1,993 | $114.7K | 0.02% | +76+4.0% | Added |
| Vigilant Capital Management, LLC | 2,000 | $115.0K | 0.01% | −620−23.7% | Reduced |
| Highline Wealth Partners LLC | 2,088 | $120.1K | 0.08% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $123.0K | 0.08% | +2,000 | New |
| Glassman Wealth Services | 2,155 | $124.0K | 0.02% | −1,026−32.3% | Reduced |
| Pinnacle Bancorp, Inc. | 2,222 | $127.9K | 0.05% | +27+1.2% | Added |
| Wellington Shields & Co., LLC | 2,274 | $130.8K | 0.03% | −181−7.4% | Reduced |
| Capital Analysts, LLC | 2,295 | $132.0K | 0.01% | +27+1.2% | Added |
| Contravisory Investment Management, Inc. | 2,304 | $132.6K | 0.04% | +156+7.3% | Added |
| BDO Wealth Advisors, LLC | 2,310 | $132.9K | 0.02% | +2+0.1% | Added |
| Hexagon Capital Partners LLC | 2,349 | $135.2K | 0.04% | −135−5.4% | Reduced |
| Granite FO LLC | 2,200 | $136.4K | 0.08% | +2,200 | New |
| Centaurus Financial, Inc. | 2,399 | $138.0K | 0.01% | +33+1.4% | Added |
| EverSource Wealth Advisors, LLC | 2,423 | $139.4K | 0.02% | +59+2.5% | Added |
| Endurance Wealth Management, Inc. | 2,436 | $140.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 2,700 | $141.0K | 0.03% | +110+4.2% | Added |
| ICA Group Wealth Management, LLC | 2,472 | $142.2K | 0.03% | −386−13.5% | Reduced |
| Syverson Strege & Co | 2,478 | $142.6K | 0.06% | +937+60.8% | Added |
| First PREMIER Bank | 2,500 | $144.0K | 0.04% | 00.0% | Unchanged |