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 |
|---|---|---|---|---|---|
| TCWP LLC | 4,224 | $243.0K | 0.05% | −713−14.4% | Reduced |
| City Holding Co | 4,227 | $243.2K | 0.04% | −400−8.6% | Reduced |
| McAdam, LLC | 4,233 | $243.6K | 0.02% | +4,233 | New |
| Cutler Group LP | 4,244 | $244.0K | 0.04% | +3,546+508.0% | Added |
| CRA Financial Services, LLC | 4,255 | $244.8K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,303 | $245.1K | 0.00% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $245.1K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 4,263 | $245.3K | 0.03% | +205+5.1% | Added |
| Keel Point, LLC | 4,265 | $245.4K | 0.04% | −594−12.2% | Reduced |
| Signature Wealth Management Partners, LLC | 4,267 | $245.5K | 0.23% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,267 | $245.5K | 0.01% | +4,267 | New |
| Jones Financial Companies LLLP | 4,292 | $247.0K | 0.00% | +774+22.0% | Added |
| Modera Wealth Management, LLC | 4,302 | $247.5K | 0.01% | −354−7.6% | Reduced |
| Henshaw Capital LLC | 4,303 | $247.6K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,321 | $248.7K | 0.06% | −464−9.7% | Reduced |
| Moloney Securities Asset Management, LLC | 4,340 | $249.7K | 0.05% | −764−15.0% | Reduced |
| Alliance Wealth Advisors, LLC | 4,350 | $250.3K | 0.19% | −115−2.6% | Reduced |
| Global Retirement Partners, LLC | 4,280 | $250.5K | 0.01% | +897+26.5% | Added |
| Indie Asset Partners, LLC | 4,365 | $251.2K | 0.29% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,098 | $251.5K | 0.33% | +4,098 | New |
| Kovitz Investment Group Partners, LLC | 4,399 | $253.0K | 0.00% | +4,399 | New |
| Washington Trust Co | 4,407 | $253.6K | 0.01% | −460−9.5% | Reduced |
| Abacus Planning Group, Inc. | 4,432 | $255.0K | 0.07% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,434 | $255.1K | 0.00% | +2,318+109.5% | Added |
| Schroder Investment Management Group | 4,473 | $257.4K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,521 | $260.1K | 0.16% | +140+3.2% | Added |
| Carret Asset Management, LLC | 4,536 | $261.0K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $261.8K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,579 | $263.5K | 0.01% | −3,600−44.0% | Reduced |
| Great Valley Advisor Group, Inc. | 4,595 | $264.5K | 0.01% | −19,782−81.2% | Reduced |
| Kenfarb & Co. | 4,600 | $264.7K | 0.24% | −1,000−17.9% | Reduced |
| Guyasuta Investment Advisors Inc | 4,600 | $264.7K | 0.02% | +4,600 | New |
| Strategic Financial Concepts, LLC | 4,601 | $264.8K | 0.11% | +4,601 | New |
| Waldron Private Wealth LLC | 4,607 | $265.1K | 0.01% | +4,607 | New |
| Granite Investment Partners, LLC | 4,655 | $267.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,665 | $268.5K | 0.01% | +27+0.6% | Added |
| Personal Cfo Solutions, LLC | 4,680 | $269.3K | 0.06% | +183+4.1% | Added |
| Capital Investment Advisory Services, LLC | 4,682 | $269.4K | 0.03% | −2,743−36.9% | Reduced |
| Meyer Handelman Co | 4,700 | $270.4K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,701 | $270.5K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,728 | $272.0K | 0.02% | −2,448−34.1% | Reduced |
| Bill Few Associates, Inc. | 4,743 | $272.9K | 0.15% | +50+1.1% | Added |
| J. W. Coons Advisors, LLC | 4,774 | $274.7K | 0.08% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,781 | $275.1K | 0.13% | +4,781 | New |
| Brave Asset Management Inc | 4,800 | $276.2K | 0.09% | 00.0% | Unchanged |
| Summit X, LLC | 4,818 | $277.2K | 0.07% | +4,818 | New |
| Silverlake Wealth Management LLC | 4,821 | $277.4K | 0.17% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $278.6K | 0.13% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $280.1K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,873 | $280.4K | 0.07% | +280+6.1% | Added |
| Legacy Capital Wealth Partners, LLC | 4,881 | $280.9K | 0.08% | +4,881 | New |
| StrongBox Wealth, LLC | 4,905 | $282.2K | 0.19% | +4,905 | New |
| Ballew Advisors, Inc | 4,749 | $283.2K | 0.21% | +8+0.2% | Added |
| Eads & Heald Wealth Management | 4,944 | $284.0K | 0.14% | +395+8.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,943 | $284.4K | 0.01% | +161+3.4% | Added |
| Patten & Patten Inc | 4,958 | $285.3K | 0.03% | 00.0% | Unchanged |
| RBF Capital, LLC | 5,000 | $287.7K | 0.02% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,020 | $288.9K | 0.09% | −920−15.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,021 | $288.9K | 0.18% | −444−8.1% | Reduced |
| TBH Global Asset Management, LLC | 5,035 | $289.7K | 0.06% | +5,035 | New |
| AFS Financial Group, LLC | 5,106 | $293.8K | 0.20% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,117 | $294.4K | 0.07% | −1,660−24.5% | Reduced |
| Ropes Wealth Advisors LLC | 5,143 | $295.9K | 0.05% | +346+7.2% | Added |
| Financial Management Professionals, Inc. | 5,143 | $296.0K | 0.06% | +1,558+43.5% | Added |
| Woodward Diversified Capital, LLC | 5,157 | $296.7K | 0.23% | +10+0.2% | Added |
| Lawson Kroeker Investment Management Inc | 5,198 | $299.1K | 0.07% | +5,198 | New |
| E&G Advisors, LP | 5,200 | $299.2K | 0.11% | −900−14.8% | Reduced |
| Paragon Capital Management LLC | 5,231 | $301.0K | 0.18% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,236 | $301.3K | 0.01% | −600−10.3% | Reduced |
| Parkside Financial Bank & Trust | 5,258 | $302.5K | 0.08% | −1,715−24.6% | Reduced |
| Naples Global Advisors, LLC | 5,259 | $302.6K | 0.04% | −25−0.5% | Reduced |
| Apeiron RIA LLC | 5,057 | $302.8K | 0.10% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,980 | $302.8K | 0.04% | +352+7.6% | Added |
| Principal Street Partners, LLC | 5,281 | $303.9K | 0.08% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,301 | $305.0K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,309 | $305.5K | 0.04% | +54+1.0% | Added |
| Greenfield Savings Bank | 5,313 | $305.7K | 0.20% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,316 | $305.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,316 | $306.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5,319 | $306.1K | 0.05% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 5,323 | $306.3K | 0.15% | −1,106−17.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,402 | $310.8K | 0.15% | +23+0.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $311.3K | 0.02% | +1,400+34.9% | Added |
| Southeast Asset Advisors Inc. | 5,413 | $311.5K | 0.05% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 5,435 | $312.7K | 0.22% | +99+1.9% | Added |
| Aries Wealth Management | 5,527 | $318.0K | 0.13% | +240+4.5% | Added |
| Investors Asset Management of Georgia Inc | 5,535 | $318.5K | 0.17% | −500−8.3% | Reduced |
| Susquehanna International Securities, Ltd. | 5,540 | $318.8K | 0.20% | +4+0.1% | Added |
| Fulton Bank, N.A. | 5,549 | $319.3K | 0.02% | −610−9.9% | Reduced |
| Lafayette Investments, Inc. | 5,582 | $321.2K | 0.09% | 00.0% | Unchanged |
| Tevis Investment Management | 5,583 | $321.2K | 0.33% | +113+2.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,596 | $322.0K | 0.00% | +980+21.2% | Added |
| Mattern Wealth Management LLC | 5,600 | $322.2K | 0.11% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,620 | $323.0K | 0.13% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,614 | $323.0K | 0.26% | +227+4.2% | Added |
| Brookstone Capital Management | 5,253 | $323.0K | 0.01% | −1,798−25.5% | Reduced |
| Mutual Advisors, LLC | 5,635 | $324.2K | 0.01% | +5,635 | New |
| Private Asset Management Inc | 5,650 | $325.1K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,366 | $326.0K | 0.18% | −193−3.5% | Reduced |
| Circle Wealth Management, LLC | 5,676 | $326.6K | 0.05% | +1,943+52.0% | Added |