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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 7,341 | $422.4K | 0.00% | −328,024−97.8% | Reduced |
| Two Sigma Advisers, LP | 7,360 | $423.5K | 0.00% | −183,700−96.1% | Reduced |
| KCM Investment Advisors LLC | 7,361 | $423.6K | 0.02% | −320−4.2% | Reduced |
| CWA Asset Management Group, LLC | 7,400 | $425.8K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7,403 | $426.0K | 0.03% | −483−6.1% | Reduced |
| Stokes Family Office, LLC | 7,516 | $432.5K | 0.05% | −572−7.1% | Reduced |
| PDS Planning, Inc | 7,517 | $432.5K | 0.06% | +3,183+73.4% | Added |
| Lindbrook Capital, LLC | 7,532 | $433.4K | 0.05% | +161+2.2% | Added |
| Simon Quick Advisors, LLC | 7,558 | $434.9K | 0.05% | −38−0.5% | Reduced |
| Grimes & Company, Inc. | 7,584 | $436.4K | 0.02% | +54+0.7% | Added |
| Northeast Investment Management | 7,628 | $438.9K | 0.03% | +417+5.8% | Added |
| Argyle Capital Management Inc. | 7,672 | $441.4K | 0.16% | −1,400−15.4% | Reduced |
| Headinvest, LLC | 7,685 | $442.2K | 0.10% | +115+1.5% | Added |
| Two Sigma Securities, LLC | 7,752 | $446.1K | 0.04% | +1,213+18.6% | Added |
| Belpointe Asset Management LLC | 7,754 | $446.2K | 0.02% | +686+9.7% | Added |
| Westwood Holdings Group Inc. | 7,770 | $447.0K | 0.00% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,844 | $451.3K | 0.38% | +3,712+89.8% | Added |
| Cape Cod Five Cents Savings Bank | 7,855 | $452.0K | 0.05% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 7,861 | $452.3K | 0.31% | +263+3.5% | Added |
| Legacy Wealth Asset Management, LLC | 7,862 | $452.4K | 0.16% | +1,369+21.1% | Added |
| Penserra Capital Management LLC | 7,920 | $455.0K | 0.01% | −20,876−72.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 7,914 | $455.4K | 0.05% | +294+3.9% | Added |
| Capital Wealth Planning, LLC | 7,920 | $455.7K | 0.01% | +7,920 | New |
| Jacobi Capital Management LLC | 7,929 | $456.2K | 0.05% | −483−5.7% | Reduced |
| Steel Peak Wealth Management LLC | 7,984 | $459.4K | 0.03% | −2,258−22.0% | Reduced |
| Alliance Wealth Advisors, LLC | 7,987 | $459.6K | 0.18% | −119−1.5% | Reduced |
| Intrust Bank NA | 7,999 | $460.3K | 0.06% | +1,920+31.6% | Added |
| Vaughan David Investments LLC | 8,010 | $461.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8,108 | $466.5K | 0.12% | +2,246+38.3% | Added |
| 44 Wealth Management LLC | 8,141 | $468.4K | 0.16% | +198+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 8,156 | $469.3K | 0.05% | +8,156 | New |
| Sentry LLC | 8,169 | $470.0K | 0.11% | +8,169 | New |
| Dorchester Wealth Management Co | 8,175 | $470.4K | 0.10% | −1,450−15.1% | Reduced |
| Gables Capital Management Inc. | 8,240 | $474.1K | 0.33% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 8,253 | $474.9K | 0.03% | −480−5.5% | Reduced |
| Wallace Advisory Group, LLC | 8,253 | $474.9K | 0.36% | +1,241+17.7% | Added |
| Change Path, LLC | 8,308 | $478.0K | 0.02% | +145+1.8% | Added |
| Parsons Capital Management Inc | 8,313 | $478.3K | 0.04% | −972−10.5% | Reduced |
| Philadelphia Trust Co | 8,350 | $480.0K | 0.05% | 00.0% | Unchanged |
| Argent Trust Co | 8,399 | $483.3K | 0.03% | −1,235−12.8% | Reduced |
| Pinnacle Financial Partners Inc | 8,450 | $486.2K | 0.01% | +53+0.6% | Added |
| Blueprint Investment Partners LLC | 8,481 | $488.0K | 0.11% | +1,378+19.4% | Added |
| Thrivent Financial for Lutherans | 8,457 | $488.0K | 0.00% | +3,472+69.6% | Added |
| Boston Family Office LLC | 8,580 | $494.0K | 0.04% | +78+0.9% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $495.6K | 0.20% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,195 | $498.3K | 0.20% | +450+5.8% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 8,660 | $498.3K | 0.11% | −175−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 8,715 | $501.5K | 0.34% | +3,900+81.0% | Added |
| Harrell Investment Partners, LLC | 8,855 | $504.3K | 0.18% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 8,779 | $505.1K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,798 | $506.2K | 0.10% | +3,974+82.4% | Added |
| Nwam LLC | 8,816 | $507.3K | 0.05% | −896−9.2% | Reduced |
| 180 Wealth Advisors, LLC | 8,824 | $507.7K | 0.12% | −53−0.6% | Reduced |
| Select Asset Management & Trust | 8,824 | $508.0K | 0.45% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,852 | $509.3K | 0.18% | 00.0% | Unchanged |
| Coerente Capital Management | 8,871 | $510.4K | 0.11% | −30,902−77.7% | Reduced |
| Verdence Capital Advisors LLC | 8,881 | $511.0K | 0.06% | +142+1.6% | Added |
| BFT Financial Group, LLC | 8,885 | $511.3K | 0.08% | +8,885 | New |
| Plancorp, LLC | 8,887 | $511.4K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,911 | $513.0K | 0.02% | −158−1.7% | Reduced |
| Harbour Investments, Inc. | 8,929 | $513.7K | 0.03% | +369+4.3% | Added |
| J.W. Cole Advisors, Inc. | 8,934 | $514.0K | 0.04% | +878+10.9% | Added |
| Estabrook Capital Management | 8,935 | $514.1K | 0.09% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,953 | $515.2K | 0.08% | −1,190−11.7% | Reduced |
| MSH Capital Advisors LLC | 9,009 | $518.4K | 0.22% | 00.0% | Unchanged |
| Private Trust Co NA | 9,033 | $519.8K | 0.07% | −129−1.4% | Reduced |
| Seed Wealth Management, Inc. | 9,035 | $519.9K | 0.59% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $523.3K | 0.15% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 9,166 | $527.4K | 0.19% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,174 | $528.0K | 0.18% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,181 | $528.3K | 0.01% | −186−2.0% | Reduced |
| Gryphon Financial Partners LLC | 9,182 | $528.3K | 0.12% | +381+4.3% | Added |
| Elevated Capital Advisors, LLC | 9,259 | $532.8K | 0.19% | −1,800−16.3% | Reduced |
| Diversified Trust Co | 9,319 | $536.2K | 0.02% | +100+1.1% | Added |
| Albert D Mason Inc | 9,357 | $538.0K | 0.37% | −48−0.5% | Reduced |
| Romano Brothers and Company | 9,428 | $542.5K | 0.08% | −150−1.6% | Reduced |
| Clarus Group, Inc. | 9,438 | $543.1K | 0.51% | +9+0.1% | Added |
| Gradient Investments LLC | 9,483 | $545.7K | 0.01% | +838+9.7% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $547.5K | 0.41% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $548.1K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,533 | $548.5K | 0.14% | +874+10.1% | Added |
| Fruth Investment Management | 9,548 | $549.0K | 0.16% | −25−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 9,600 | $552.4K | 0.12% | +9,600 | New |
| Arete Wealth Advisors, LLC | 9,606 | $553.0K | 0.05% | −117−1.2% | Reduced |
| Schulhoff & Co Inc | 9,667 | $556.2K | 0.26% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,703 | $558.3K | 0.17% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $561.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 9,751 | $561.0K | 0.04% | +5,001+105.3% | Added |
| Independent Financial Group, LLC | 9,763 | $561.8K | 0.04% | +296+3.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,764 | $561.8K | 0.09% | +8+0.1% | Added |
| W Advisors, LLC | 9,764 | $561.8K | 0.46% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 9,817 | $564.9K | 0.12% | −194−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,845 | $566.5K | 0.00% | −1,019−9.4% | Reduced |
| NBT Bank N A | 9,850 | $566.8K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,884 | $568.7K | 0.18% | +10.0% | Added |
| North Star Investment Management Corp. | 9,900 | $569.6K | 0.05% | −450−4.3% | Reduced |
| Saturna Capital CORP | 9,949 | $572.5K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 9,962 | $573.2K | 0.02% | +2,042+25.8% | Added |
| TrinityPoint Wealth, LLC | 9,974 | $573.9K | 0.12% | +299+3.1% | Added |
| Empower Advisory Group, LLC | 9,489 | $574.2K | 0.00% | +9,489 | New |