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 |
|---|---|---|---|---|---|
| Atlantic Union Bankshares Corp | 5,718 | $329.0K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 5,740 | $330.3K | 0.16% | +5,740 | New |
| Aspen Grove Capital, LLC | 5,749 | $330.8K | 0.14% | +1,302+29.3% | Added |
| Prio Wealth Limited Partnership | 5,774 | $332.2K | 0.01% | −361−5.9% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,800 | $333.7K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,810 | $334.3K | 0.00% | −5,810−50.0% | Reduced |
| Syntal Capital Partners, LLC | 5,810 | $334.3K | 0.12% | +58+1.0% | Added |
| Matthew Goff Investment Advisor, LLC | 5,857 | $337.0K | 0.08% | −4,000−40.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,908 | $339.9K | 0.13% | −239−3.9% | Reduced |
| Caldwell Trust Co | 5,946 | $342.1K | 0.05% | +173+3.0% | Added |
| International Assets Investment Management, LLC | 5,972 | $343.6K | 0.05% | −7,173−54.6% | Reduced |
| Crescent Grove Advisors, LLC | 5,975 | $343.8K | 0.04% | −3,234−35.1% | Reduced |
| Amica Retiree Medical Trust | 5,994 | $345.0K | 0.37% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 5,997 | $345.1K | 0.04% | −701−10.5% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $345.2K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 6,000 | $345.2K | 0.04% | +6,000 | New |
| Roman Butler Fullerton & Co | 5,699 | $346.0K | 0.17% | +1,337+30.7% | Added |
| BKD Wealth Advisors, LLC | 6,022 | $346.5K | 0.01% | −8−0.1% | Reduced |
| Hilltop Holdings Inc. | 6,031 | $347.0K | 0.05% | +88+1.5% | Added |
| Hamel Associates, Inc. | 6,050 | $348.8K | 0.12% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,084 | $350.1K | 0.22% | −14−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,150 | $353.9K | 0.08% | −300−4.7% | Reduced |
| Beacon Capital Management, LLC | 6,155 | $354.2K | 0.10% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,156 | $354.2K | 0.03% | +476+8.4% | Added |
| Wealthsource Partners, LLC | 6,190 | $356.2K | 0.02% | −146−2.3% | Reduced |
| Westmount Partners, LLC | 6,225 | $358.2K | 0.17% | +2,100+50.9% | Added |
| Principle Wealth Partners LLC | 6,234 | $358.7K | 0.04% | −32−0.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,913 | $359.4K | 0.26% | +16+0.3% | Added |
| Rehmann Capital Advisory Group | 6,257 | $360.1K | 0.03% | −192−3.0% | Reduced |
| AIMZ Investment Advisors, LLC | 6,275 | $361.1K | 0.16% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 6,287 | $361.8K | 0.06% | +6,287 | New |
| Apollon Wealth Management, LLC | 6,329 | $364.2K | 0.02% | −2,142−25.3% | Reduced |
| Successful Portfolios LLC | 6,331 | $364.3K | 0.23% | −525−7.7% | Reduced |
| Pathstone Family Office, LLC | 7,075 | $364.9K | 0.01% | −12,704−64.2% | Reduced |
| InTrack Investment Management Inc | 6,146 | $365.7K | 0.34% | +20.0% | Added |
| Saxon Interests, Inc. | 6,365 | $366.2K | 0.21% | −500−7.3% | Reduced |
| Equitable Holdings, Inc. | 6,382 | $367.2K | 0.01% | +6,382 | New |
| Hudson Valley Investment Advisors Inc | 6,385 | $367.4K | 0.05% | +550+9.4% | Added |
| Single Point Partners, LLC | 6,402 | $368.0K | 0.08% | +761+13.5% | Added |
| Gagnon Securities LLC | 6,402 | $368.4K | 0.08% | +5+0.1% | Added |
| Lincoln National Corp | 6,412 | $369.0K | 0.01% | −1,233−16.1% | Reduced |
| Independence Bank of Kentucky | 6,428 | $369.9K | 0.16% | +164+2.6% | Added |
| Beaton Management Co. Inc. | 6,450 | $371.0K | 0.25% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,450 | $371.1K | 0.07% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 6,467 | $373.2K | 0.11% | +512+8.6% | Added |
| Rothschild Investment Corp | 6,497 | $374.0K | 0.03% | +33+0.5% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $374.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $374.0K | 0.08% | 00.0% | Unchanged |
| Altrafin AG | 6,512 | $374.7K | 0.18% | +6,512 | New |
| Eagle Harbor Asset Management Inc | 6,544 | $376.5K | 0.51% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 6,550 | $376.9K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 6,568 | $377.9K | 0.01% | +1,224+22.9% | Added |
| SG Americas Securities, LLC | 6,567 | $378.0K | 0.01% | −2,329−26.2% | Reduced |
| Avestar Capital, LLC | 6,571 | $378.1K | 0.08% | +2,305+54.0% | Added |
| New Republic Capital, LLC | 6,567 | $378.5K | 0.29% | +1,097+20.1% | Added |
| Well Done, LLC | 6,593 | $379.4K | 0.08% | 00.0% | Unchanged |
| First Foundation Advisors | 6,604 | $380.0K | 0.02% | +719+12.2% | Added |
| Robertson Stephens Wealth Management, LLC | 6,638 | $382.0K | 0.03% | −308−4.4% | Reduced |
| Insight 2811, Inc. | 6,655 | $382.9K | 0.24% | −100−1.5% | Reduced |
| Element Wealth, LLC | 6,657 | $383.1K | 0.29% | +223+3.5% | Added |
| Parallax Volatility Advisers, L.P. | 6,666 | $383.6K | 0.01% | −27,758−80.6% | Reduced |
| Ledyard National Bank | 6,678 | $384.3K | 0.04% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,686 | $384.7K | 0.02% | +2,804+72.2% | Added |
| Hanson & Doremus Investment Management | 6,706 | $386.0K | 0.09% | −274−3.9% | Reduced |
| First National Trust Co | 6,715 | $386.4K | 0.02% | −301−4.3% | Reduced |
| Eudaimonia Partners, LLC | 6,718 | $386.6K | 0.09% | −6−0.1% | Reduced |
| Apexium Financial, LP | 6,736 | $387.6K | 0.04% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,747 | $388.2K | 0.11% | −250−3.6% | Reduced |
| Gyroscope Capital Management Group, LLC | 6,800 | $391.3K | 0.10% | −39−0.6% | Reduced |
| Allworth Financial LP | 6,859 | $394.7K | 0.00% | +489+7.7% | Added |
| Avant Capital LLC | 6,894 | $396.7K | 0.46% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,906 | $397.4K | 0.03% | +368+5.6% | Added |
| LMCG Investments, LLC | 6,924 | $398.4K | 0.03% | −785−10.2% | Reduced |
| Coldstream Capital Management Inc | 6,927 | $398.6K | 0.01% | −6−0.1% | Reduced |
| Farmers Trust Co | 6,929 | $398.7K | 0.09% | −900−11.5% | Reduced |
| Altshuler Shaham Ltd | 6,940 | $399.3K | 0.01% | +940+15.7% | Added |
| Ellerson Group Inc | 6,971 | $401.1K | 0.43% | −1,200−14.7% | Reduced |
| Transform Wealth, LLC | 6,989 | $402.2K | 0.04% | −273−3.8% | Reduced |
| Cambridge Trust Co | 7,000 | $402.8K | 0.02% | −95−1.3% | Reduced |
| Founders Financial Alliance, LLC | 6,886 | $403.8K | 0.20% | −781−10.2% | Reduced |
| Summit Financial Group Inc | 7,025 | $404.2K | 0.16% | −35−0.5% | Reduced |
| Rossmore Private Capital | 7,033 | $404.7K | 0.06% | −99−1.4% | Reduced |
| RSM US Wealth Management LLC | 7,047 | $405.5K | 0.01% | +7,047 | New |
| One Wealth Advisors, LLC | 7,061 | $406.3K | 0.09% | +13+0.2% | Added |
| Anchor Investment Management, LLC | 7,083 | $407.6K | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 7,089 | $407.9K | 0.01% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 7,169 | $412.5K | 0.25% | +1,294+22.0% | Added |
| Berkshire Asset Management LLC | 7,178 | $413.0K | 0.03% | +7,178 | New |
| Dynamic Advisor Solutions LLC | 7,203 | $414.5K | 0.02% | −259−3.5% | Reduced |
| Cardiff Park Advisors, LLC | 7,208 | $414.7K | 0.05% | +62+0.9% | Added |
| StrategIQ Financial Group, LLC | 7,217 | $415.3K | 0.05% | +100+1.4% | Added |
| Baxter Bros Inc | 7,245 | $416.9K | 0.07% | +1,000+16.0% | Added |
| Northeast Financial Consultants Inc | 7,250 | $417.2K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,267 | $418.1K | 0.06% | +57+0.8% | Added |
| Cozad Asset Management Inc | 7,268 | $418.2K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7,272 | $418.4K | 0.24% | −398−5.2% | Reduced |
| Courier Capital LLC | 7,278 | $418.8K | 0.05% | −200−2.7% | Reduced |
| Drive Wealth Management, LLC | 7,279 | $418.9K | 0.18% | −797−9.9% | Reduced |
| Laidlaw Wealth Management LLC | 7,299 | $420.0K | 0.09% | −238−3.2% | Reduced |
| West Oak Capital, LLC | 7,305 | $420.3K | 0.21% | 00.0% | Unchanged |