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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 10,000 | $575.4K | 0.28% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,045 | $578.0K | 0.06% | +558+5.9% | Added |
| Welch & Forbes LLC | 10,055 | $578.6K | 0.01% | −186−1.8% | Reduced |
| Great Diamond Partners, LLC | 10,066 | $579.2K | 0.17% | +10,066 | New |
| John G Ullman & Associates Inc | 10,100 | $581.0K | 0.09% | 00.0% | Unchanged |
| Penbrook Management LLC | 10,100 | $581.2K | 0.46% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 10,126 | $582.8K | 0.18% | +10,126 | New |
| Eagle Rock Investment Company, LLC | 10,150 | $584.0K | 0.13% | −8,400−45.3% | Reduced |
| DFPG Investments, LLC | 10,191 | $586.4K | 0.06% | +114+1.1% | Added |
| Venture Visionary Partners LLC | 10,193 | $586.5K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10,279 | $591.5K | 0.00% | −127−1.2% | Reduced |
| Pictet Bank & Trust Ltd | 10,300 | $592.7K | 0.41% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,373 | $596.9K | 0.07% | −4,215−28.9% | Reduced |
| Advisors Capital Management, LLC | 10,482 | $603.0K | 0.02% | +673+6.9% | Added |
| Wealthcare Advisory Partners LLC | 10,516 | $605.1K | 0.03% | +6,016+133.7% | Added |
| Bank Hapoalim BM | 10,612 | $611.0K | 0.08% | +1,822+20.7% | Added |
| Forefront Wealth Management Inc. | 10,625 | $611.3K | 0.80% | +6+0.1% | Added |
| Savant Capital, LLC | 10,642 | $612.3K | 0.01% | +5,319+99.9% | Added |
| Evoke Wealth, LLC | 10,686 | $614.8K | 0.02% | +72+0.7% | Added |
| Lazard Asset Management LLC | 10,836 | $622.0K | 0.00% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 10,860 | $624.9K | 0.14% | −975−8.2% | Reduced |
| Arkadios Wealth Advisors | 10,862 | $625.0K | 0.07% | −705−6.1% | Reduced |
| 9258 Wealth Management, LLC | 10,897 | $627.0K | 0.13% | −117−1.1% | Reduced |
| Lido Advisors, LLC | 11,060 | $631.2K | 0.01% | +776+7.5% | Added |
| Kozak & Associates, Inc. | 11,001 | $633.0K | 0.28% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,002 | $633.1K | 0.29% | 00.0% | Unchanged |
| Wrapmanager Inc | 11,022 | $634.2K | 0.20% | +810+7.9% | Added |
| Bradley Foster & Sargent Inc | 11,129 | $640.4K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,129 | $640.4K | 0.08% | −364−3.2% | Reduced |
| Investors Research Corp | 11,207 | $644.9K | 0.17% | −175−1.5% | Reduced |
| Trust Co of Vermont | 11,213 | $645.2K | 0.05% | −993−8.1% | Reduced |
| Flagship Harbor Advisors, LLC | 11,257 | $647.7K | 0.06% | +3,347+42.3% | Added |
| Henry James International Management, Inc. | 11,272 | $648.6K | 0.27% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 11,320 | $651.4K | 0.01% | −598−5.0% | Reduced |
| Archetype Wealth Partners | 11,357 | $653.0K | 0.13% | −1,943−14.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,400 | $656.0K | 0.00% | −1,400−10.9% | Reduced |
| First Horizon Advisors, Inc. | 11,506 | $662.1K | 0.02% | −1,122−8.9% | Reduced |
| ETF Store, Inc. | 10,950 | $664.8K | 0.51% | +846+8.4% | Added |
| Toronto Dominion Bank | 11,553 | $665.0K | 0.00% | +1,307+12.8% | Added |
| Proequities, Inc. | 11,672 | $671.6K | 0.05% | −126−1.1% | Reduced |
| Birmingham Capital Management Co Inc | 11,725 | $674.7K | 0.27% | −1,158−9.0% | Reduced |
| Capital Investment Advisors, LLC | 11,746 | $675.9K | 0.02% | −261−2.2% | Reduced |
| First Manhattan Co | 11,757 | $676.5K | 0.00% | −267−2.2% | Reduced |
| Woodmont Investment Counsel LLC | 11,925 | $686.2K | 0.07% | −250−2.1% | Reduced |
| Wade G W & Inc | 11,932 | $687.0K | 0.03% | +591+5.2% | Added |
| Eagle Asset Management Inc | 11,971 | $688.0K | 0.00% | +12+0.1% | Added |
| PFG Investments, LLC | 11,975 | $689.0K | 0.14% | +11,975 | New |
| XTX Topco Ltd | 12,012 | $691.2K | 0.14% | −6,875−36.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,115 | $697.1K | 0.03% | +135+1.1% | Added |
| Strategic Global Advisors, LLC | 12,130 | $698.0K | 0.11% | −522−4.1% | Reduced |
| Hancock Whitney Corp | 12,137 | $699.0K | 0.03% | −188−1.5% | Reduced |
| Aull & Monroe Investment Management Corp | 12,149 | $699.1K | 0.36% | −301−2.4% | Reduced |
| GW Henssler & Associates Ltd | 12,192 | $701.5K | 0.05% | −1,418−10.4% | Reduced |
| DMG Group, LLC | 11,609 | $702.5K | 0.71% | +1,465+14.4% | Added |
| Oxbow Advisors, LLC | 12,240 | $704.3K | 0.13% | +1,135+10.2% | Added |
| Waverton Investment Management Ltd | 12,248 | $704.8K | 0.02% | 00.0% | Unchanged |
| Barclays PLC | 12,455 | $716.7K | 0.00% | −39,712−76.1% | Reduced |
| NVWM, LLC | 12,498 | $719.2K | 0.24% | −201−1.6% | Reduced |
| Mather Group, LLC. | 12,565 | $723.0K | 0.01% | +1,343+12.0% | Added |
| Wambolt & Associates, LLC | 11,958 | $723.6K | 0.26% | +2,708+29.3% | Added |
| TD Private Client Wealth LLC | 12,731 | $732.5K | 0.03% | −1,352−9.6% | Reduced |
| Stoneridge Investment Partners LLC | 12,797 | $736.0K | 0.39% | −1,201−8.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,791 | $736.0K | 0.45% | +60.0% | Added |
| Segall Bryant & Hamill, LLC | 12,826 | $738.0K | 0.01% | +1,802+16.3% | Added |
| GFG Capital, LLC | 12,284 | $739.2K | 0.17% | −695−5.4% | Reduced |
| Ellsworth Advisors, LLC | 12,872 | $740.6K | 0.26% | +5,069+65.0% | Added |
| Kingsview Wealth Management, LLC | 12,912 | $742.9K | 0.03% | −1,127−8.0% | Reduced |
| Hudson Portfolio Management LLC | 12,915 | $743.1K | 0.83% | −140−1.1% | Reduced |
| Lake Street Advisors Group, LLC | 12,927 | $744.0K | 0.05% | +21+0.2% | Added |
| Pin Oak Investment Advisors Inc | 12,967 | $746.0K | 0.92% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12,937 | $749.6K | 0.12% | +218+1.7% | Added |
| CAPROCK Group, Inc. | 13,111 | $754.4K | 0.06% | +2,967+29.2% | Added |
| Mission Wealth Management, LP | 13,133 | $755.7K | 0.03% | +190+1.5% | Added |
| HRT Financial LP | 13,157 | $757.0K | 0.01% | −33,241−71.6% | Reduced |
| Central Trust Co | 13,247 | $762.2K | 0.02% | −300−2.2% | Reduced |
| Virtu Financial LLC | 13,260 | $763.0K | 0.08% | +13,260 | New |
| Pettyjohn, Wood & White, Inc | 13,265 | $763.3K | 0.19% | +130+1.0% | Added |
| Sage Rhino Capital LLC | 13,291 | $764.8K | 0.22% | +375+2.9% | Added |
| Point72 Europe (London) LLP | 13,300 | $765.3K | 0.23% | +13,300 | New |
| Crewe Advisors LLC | 13,422 | $772.3K | 0.11% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13,450 | $773.9K | 0.03% | −1,970−12.8% | Reduced |
| Ronald Blue Trust, Inc. | 13,614 | $776.0K | 0.01% | +3,292+31.9% | Added |
| Rodgers Brothers Inc. | 13,600 | $782.5K | 0.15% | −600−4.2% | Reduced |
| Jefferies Financial Group Inc. | 13,657 | $785.8K | 0.02% | +2,253+19.8% | Added |
| Clearstead Advisors, LLC | 13,668 | $786.5K | 0.06% | +36+0.3% | Added |
| Ameritas Advisory Services, LLC | 13,538 | $788.7K | 0.04% | −5,726−29.7% | Reduced |
| Wealthspire Advisors, LLC | 13,733 | $790.2K | 0.01% | −3,154−18.7% | Reduced |
| First Business Financial Services, Inc. | 13,737 | $790.4K | 0.10% | +1,282+10.3% | Added |
| Texas Yale Capital Corp. | 13,752 | $791.3K | 0.04% | +114+0.8% | Added |
| WNY Asset Management, LLC | 13,789 | $793.4K | 0.19% | +6,417+87.0% | Added |
| Navellier & Associates Inc | 13,826 | $795.5K | 0.17% | +313+2.3% | Added |
| Tiaa, FSB | 13,853 | $797.1K | 0.00% | −477−3.3% | Reduced |
| Mairs & Power Inc | 13,920 | $801.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13,941 | $802.2K | 0.34% | +133+1.0% | Added |
| Hayek Kallen Investment Management | 14,004 | $806.0K | 0.36% | +20+0.1% | Added |
| Puzo Michael J | 14,250 | $819.9K | 0.27% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 14,257 | $820.4K | 0.02% | +143+1.0% | Added |
| Pacific Global Investment Management CO | 14,325 | $824.3K | 0.18% | +651+4.8% | Added |
| Meridian Wealth Management, LLC | 14,363 | $826.4K | 0.07% | −2,902−16.8% | Reduced |
| Chesley Taft & Associates LLC | 14,440 | $830.9K | 0.05% | 00.0% | Unchanged |