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 |
|---|---|---|---|---|---|
| Avion Wealth | 2,639 | $150.0K | 0.04% | −291−9.9% | Reduced |
| Baldwin Brothers Inc | 2,626 | $151.1K | 0.01% | +34+1.3% | Added |
| Stonebridge Capital Advisors LLC | 2,637 | $151.7K | 0.02% | −743−22.0% | Reduced |
| Park Place Capital Corp | 2,679 | $154.2K | 0.04% | +84+3.2% | Added |
| AllSquare Wealth Management LLC | 2,700 | $155.4K | 0.10% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,734 | $157.3K | 0.02% | +2,734 | New |
| Salem Investment Counselors Inc | 2,851 | $164.0K | 0.01% | +1,334+87.9% | Added |
| Y.D. More Investments Ltd | 2,900 | $166.9K | 0.04% | −4,350−60.0% | Reduced |
| Harbor Investment Advisory, LLC | 2,927 | $168.4K | 0.03% | −175−5.6% | Reduced |
| United Community Bank | 2,976 | $171.2K | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,985 | $171.8K | 0.02% | +3+0.1% | Added |
| Cascade Investment Advisors, Inc. | 3,000 | $172.6K | 0.14% | +3,000 | New |
| Washington Trust Advisors, Inc. | 3,028 | $174.2K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,031 | $174.4K | 0.02% | +380+14.3% | Added |
| Thompson Investment Management, Inc. | 3,051 | $175.6K | 0.03% | +3,051 | New |
| JFS Wealth Advisors, LLC | 3,066 | $176.4K | 0.02% | +6+0.2% | Added |
| Chesapeake Asset Management LLC | 3,090 | $177.8K | 0.16% | +3,090 | New |
| Ancora Advisors, LLC | 3,125 | $179.8K | 0.01% | +230+7.9% | Added |
| Tompkins Financial Corp | 3,230 | $185.9K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,250 | $187.0K | 0.09% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,329 | $191.6K | 0.10% | +70+2.1% | Added |
| Geneos Wealth Management Inc. | 3,392 | $195.1K | 0.01% | −3,441−50.4% | Reduced |
| RMR Wealth Builders | 3,489 | $200.8K | 0.04% | −149−4.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 3,494 | $201.0K | 0.01% | +3,494 | New |
| CFM Wealth Partners LLC | 3,498 | $201.3K | 0.06% | +3,498 | New |
| Goodwin Daniel L | 3,500 | $201.4K | 0.10% | +3,500 | New |
| Tower Bridge Advisors | 3,507 | $201.8K | 0.02% | +3,507 | New |
| Tiedemann Advisors, LLC | 3,518 | $202.4K | 0.01% | −800−18.5% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $202.6K | 0.12% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,524 | $202.8K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,533 | $203.3K | 0.06% | +3,533 | New |
| Quadrant Private Wealth Management, LLC | 3,543 | $203.9K | 0.06% | −10−0.3% | Reduced |
| Welch Group, LLC | 3,544 | $203.9K | 0.01% | −533−13.1% | Reduced |
| Tufton Capital Management | 3,545 | $204.0K | 0.04% | 00.0% | Unchanged |
| Davis R M Inc | 3,554 | $204.0K | 0.01% | −425−10.7% | Reduced |
| Delta Asset Management LLC | 3,570 | $205.4K | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 3,572 | $205.5K | 0.13% | +3,572 | New |
| Foundations Investment Advisors, LLC | 3,590 | $206.6K | 0.01% | −463−11.4% | Reduced |
| Northern Financial Advisors Inc | 7,219 | $207.0K | 0.19% | +7,219 | New |
| Outlook Wealth Advisors, LLC | 3,610 | $207.7K | 0.09% | −132−3.5% | Reduced |
| Doliver Advisors, LP | 3,625 | $208.6K | 0.07% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,626 | $208.6K | 0.06% | −159−4.2% | Reduced |
| Northwest Bancshares, Inc. | 3,650 | $210.0K | 0.04% | +3,650 | New |
| Linscomb & Williams, Inc. | 3,666 | $210.9K | 0.01% | −576−13.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,672 | $211.3K | 0.01% | +3,672 | New |
| MBE Wealth Management, LLC | 3,678 | $211.6K | 0.12% | 00.0% | Unchanged |
| DRW Securities, LLC | 3,683 | $212.0K | 0.03% | +3,683 | New |
| Cullinan Associates Inc | 3,700 | $212.9K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,701 | $213.0K | 0.01% | −1,016−21.5% | Reduced |
| Nations Financial Group Inc, | 3,730 | $214.6K | 0.02% | +3,730 | New |
| GQG Partners LLC | 3,735 | $214.9K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 3,736 | $215.0K | 0.03% | −557−13.0% | Reduced |
| Boston Trust Walden Corp | 3,748 | $215.7K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 3,748 | $216.0K | 0.02% | +3,748 | New |
| Icon Wealth Partners, LLC | 3,773 | $217.1K | 0.02% | +3,773 | New |
| Ellevest, Inc. | 3,773 | $217.1K | 0.02% | +3,570+1,758.6% | Added |
| Trinity Legacy Partners, LLC | 3,785 | $217.8K | 0.08% | +36+1.0% | Added |
| Comerica Securities,inc. | 3,792 | $218.2K | 0.02% | +88+2.4% | Added |
| SCP Investment, LP | 3,800 | $218.7K | 0.21% | +3,800 | New |
| Holderness Investments Co | 3,805 | $218.9K | 0.09% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,809 | $219.2K | 0.02% | −238−5.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,813 | $219.4K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,824 | $220.0K | 0.03% | −2,651−40.9% | Reduced |
| Essex Savings Bank | 3,844 | $221.2K | 0.08% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 3,850 | $221.5K | 0.11% | +3,850 | New |
| Retirement Investment Advisors, Inc. | 3,896 | $224.2K | 0.04% | +3,896 | New |
| Credit Agricole S A | 3,900 | $224.4K | 0.01% | −3,000−43.5% | Reduced |
| Noesis Capital Mangement Corp | 3,905 | $225.0K | 0.06% | +3,905 | New |
| Sax Wealth Advisors, LLC | 3,919 | $225.5K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3,922 | $225.7K | 0.02% | −1,467−27.2% | Reduced |
| World Equity Group, Inc. | 21,598 | $225.7K | 0.04% | +21,598 | New |
| Edmond de Rothschild Holding S.A. | 3,925 | $225.8K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 3,941 | $226.8K | 0.02% | −3,098−44.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,947 | $227.3K | 0.00% | +3,947 | New |
| Chemistry Wealth Management LLC | 3,955 | $227.6K | 0.08% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 3,964 | $228.1K | 0.01% | −971−19.7% | Reduced |
| Family Management Corp | 3,964 | $228.1K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,976 | $228.8K | 0.22% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 3,976 | $228.8K | 0.06% | +6+0.2% | Added |
| Oakworth Capital, Inc. | 3,980 | $229.0K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 3,986 | $229.4K | 0.06% | +319+8.7% | Added |
| Triasima Portfolio Management inc. | 4,005 | $230.4K | 0.02% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,019 | $231.3K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $231.3K | 0.04% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 4,032 | $232.0K | 0.07% | +4,032 | New |
| Sandbox Financial Partners, LLC | 4,040 | $232.4K | 0.14% | +4,040 | New |
| Tucker Asset Management LLC | 4,051 | $233.1K | 0.07% | +604+17.5% | Added |
| Altman Advisors, Inc. | 20,617 | $233.1K | 0.21% | +20,617 | New |
| RDA Financial Network | 4,073 | $234.3K | 0.11% | 00.0% | Unchanged |
| Van Cleef Asset Management,Inc | 4,082 | $234.9K | 0.04% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,090 | $235.3K | 0.01% | −240−5.5% | Reduced |
| HM Payson & Co | 4,092 | $235.5K | 0.01% | −522−11.3% | Reduced |
| Transcend Wealth Collective, LLC | 4,099 | $235.9K | 0.02% | +4,099 | New |
| Blue Barn Wealth, LLC | 4,102 | $236.0K | 0.15% | −373−8.3% | Reduced |
| Ethic Inc. | 4,121 | $237.1K | 0.01% | +4,121 | New |
| Cadinha & Co LLC | 4,125 | $237.4K | 0.07% | −970−19.0% | Reduced |
| Integrated Investment Consultants, LLC | 4,137 | $238.0K | 0.07% | +445+12.1% | Added |
| Aveo Capital Partners, LLC | 4,160 | $239.4K | 0.03% | +41+1.0% | Added |
| Wealth Quarterback LLC | 4,200 | $241.6K | 0.21% | −28−0.7% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $242.0K | 0.01% | 00.0% | Unchanged |