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 |
|---|---|---|---|---|---|
| Wealth Alliance | 14,484 | $833.4K | 0.14% | −3,155−17.9% | Reduced |
| American Financial Group Inc | 14,500 | $834.0K | 0.26% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 14,805 | $837.3K | 0.60% | +5,829+64.9% | Added |
| Shoker Investment Counsel, Inc. | 14,565 | $838.1K | 0.37% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14,584 | $839.1K | 0.06% | −5,005−25.6% | Reduced |
| Clarius Group, LLC | 14,649 | $842.9K | 0.07% | +224+1.6% | Added |
| Summit Global Investments | 14,889 | $857.0K | 0.07% | +187+1.3% | Added |
| Kovack Advisors, Inc. | 14,991 | $862.6K | 0.12% | +1,960+15.0% | Added |
| Cyndeo Wealth Partners, LLC | 14,994 | $862.8K | 0.09% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 15,190 | $874.1K | 0.03% | +6,691+78.7% | Added |
| Banco de Sabadell, S.A | 15,256 | $880.0K | 0.73% | +1,130+8.0% | Added |
| First National Bank of Omaha | 15,321 | $881.6K | 0.05% | −2,710−15.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $890.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 15,602 | $898.0K | 0.00% | −1,089−6.5% | Reduced |
| Beck Mack & Oliver LLC | 15,757 | $906.7K | 0.03% | −580−3.6% | Reduced |
| Swiss Life Asset Management Ltd | 15,784 | $908.2K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 15,797 | $909.3K | 0.08% | +15,797 | New |
| Marietta Investment Partners LLC | 15,924 | $916.3K | 0.25% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 15,970 | $918.9K | 0.09% | +1,723+12.1% | Added |
| HBK Sorce Advisory LLC | 16,046 | $923.3K | 0.04% | +16,046 | New |
| Confluence Investment Management LLC | 16,191 | $931.6K | 0.01% | +557+3.6% | Added |
| Baker Ellis Asset Management LLC | 16,200 | $932.1K | 0.17% | 00.0% | Unchanged |
| Dearborn Partners LLC | 16,239 | $934.4K | 0.04% | +72+0.4% | Added |
| Osborne Partners Capital Management, LLC | 16,248 | $934.9K | 0.07% | −2,043−11.2% | Reduced |
| Absher Wealth Management, LLC | 16,291 | $937.4K | 0.16% | −11,566−41.5% | Reduced |
| Sendero Wealth Management, LLC | 16,374 | $942.2K | 0.29% | +865+5.6% | Added |
| Stratos Wealth Partners, LTD. | 16,380 | $942.5K | 0.03% | −1,390−7.8% | Reduced |
| Gamco Investors, Inc. Et Al | 16,429 | $945.3K | 0.01% | −967−5.6% | Reduced |
| Balentine LLC | 16,502 | $949.5K | 0.03% | +5,642+52.0% | Added |
| Ieq Capital, LLC | 16,533 | $951.3K | 0.02% | +178+1.1% | Added |
| Clifford Swan Investment Counsel LLC | 16,574 | $953.7K | 0.04% | +1,259+8.2% | Added |
| Next Level Private LLC | 16,649 | $958.0K | 0.75% | +25+0.2% | Added |
| Rathbone Brothers plc | 16,700 | $960.9K | 0.01% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 17,209 | $974.6K | 0.11% | −1,344−7.2% | Reduced |
| Quantinno Capital Management LP | 17,110 | $985.0K | 0.07% | +887+5.5% | Added |
| Ingalls & Snyder LLC | 17,137 | $986.0K | 0.05% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 17,177 | $988.4K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 17,230 | $991.0K | 0.09% | −2,000−10.4% | Reduced |
| Auxier Asset Management | 17,446 | $1.00M | 0.17% | −50−0.3% | Reduced |
| Headlands Technologies LLC | 17,524 | $1.01M | 0.67% | +17,524 | New |
| Intrua Financial, LLC | 16,739 | $1.01M | 0.21% | −1,429−7.9% | Reduced |
| IFP Advisors, Inc | 19,327 | $1.02M | 0.05% | −5,910−23.4% | Reduced |
| Vise Technologies, Inc. | 17,700 | $1.02M | 0.27% | +1,021+6.1% | Added |
| Solstein Capital, LLC | 17,827 | $1.03M | 0.89% | −4,923−21.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,930 | $1.03M | 0.09% | −126−0.7% | Reduced |
| Glenview Trust Co | 18,110 | $1.04M | 0.03% | +333+1.9% | Added |
| Greenleaf Trust | 18,130 | $1.04M | 0.01% | +712+4.1% | Added |
| Whittier Trust Co | 18,155 | $1.04M | 0.02% | +1,808+11.1% | Added |
| Bank of Hawaii | 18,392 | $1.06M | 0.06% | +313+1.7% | Added |
| Traynor Capital Management, Inc. | 18,524 | $1.07M | 0.16% | −412−2.2% | Reduced |
| Profund Advisors LLC | 18,774 | $1.08M | 0.07% | +1,432+8.3% | Added |
| West Family Investments, Inc. | 18,791 | $1.08M | 0.43% | −371−1.9% | Reduced |
| Level Four Advisory Services, LLC | 18,843 | $1.08M | 0.07% | −803−4.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,874 | $1.09M | 0.10% | +540+2.9% | Added |
| Sowell Financial Services LLC | 18,962 | $1.09M | 0.08% | −10,594−35.8% | Reduced |
| Busey Wealth Management | 18,987 | $1.09M | 0.05% | +1,736+10.1% | Added |
| Whittier Trust Co of Nevada Inc | 19,146 | $1.10M | 0.04% | −137−0.7% | Reduced |
| WealthTrust Axiom LLC | 19,237 | $1.11M | 0.38% | +40.0% | Added |
| HighTower Trust Services, LTA | 18,436 | $1.11M | 0.11% | −4,513−19.7% | Reduced |
| Independent Advisor Alliance | 19,429 | $1.12M | 0.05% | −1,827−8.6% | Reduced |
| Donoghue Forlines LLC | 19,523 | $1.12M | 0.40% | +19,523 | New |
| King Luther Capital Management Corp | 19,527 | $1.12M | 0.01% | −3,722−16.0% | Reduced |
| Israel Discount Bank of New York | 19,585 | $1.13M | 0.85% | +152+0.8% | Added |
| Red Spruce Capital, LLC | 19,613 | $1.13M | 0.66% | −82−0.4% | Reduced |
| FDx Advisors, Inc. | 20,033 | $1.14M | 0.05% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 19,880 | $1.14M | 1.02% | +3,360+20.3% | Added |
| Atlas Private Wealth Management | 19,896 | $1.14M | 0.69% | +110+0.6% | Added |
| Quest Investment Management LLC | 20,000 | $1.15M | 0.16% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 20,055 | $1.15M | 0.13% | −100−0.5% | Reduced |
| MAI Capital Management | 20,112 | $1.16M | 0.02% | +530+2.7% | Added |
| GWM Advisors LLC | 19,924 | $1.16M | 0.01% | −20,570−50.8% | Reduced |
| Wellington Shields Capital Management, LLC | 20,325 | $1.17M | 0.14% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 20,400 | $1.17M | 0.11% | +250+1.2% | Added |
| Americana Partners, LLC | 20,427 | $1.18M | 0.19% | −1,923−8.6% | Reduced |
| Hantz Financial Services, Inc. | 20,629 | $1.19M | 0.03% | +1,262+6.5% | Added |
| Excalibur Management Corp | 20,761 | $1.19M | 0.62% | +85+0.4% | Added |
| Wedbush Securities Inc | 20,830 | $1.20M | 0.06% | −3,669−15.0% | Reduced |
| Greystone Financial Group, LLC | 20,889 | $1.20M | 0.30% | +974+4.9% | Added |
| SOL Capital Management CO | 20,953 | $1.21M | 0.20% | −470−2.2% | Reduced |
| Koshinski Asset Management, Inc. | 21,113 | $1.21M | 0.12% | +1,109+5.5% | Added |
| Coppell Advisory Solutions LLC | 21,195 | $1.22M | 0.42% | +989+4.9% | Added |
| Coppell Advisory Solutions Corp. | 21,195 | $1.22M | 0.42% | +989+4.9% | Added |
| Sigma Planning Corp | 21,766 | $1.25M | 0.04% | +3,267+17.7% | Added |
| Manufacturers Life Insurance Company, The | 21,837 | $1.26M | 0.00% | −1,386−6.0% | Reduced |
| Prudential Financial Inc | 22,049 | $1.27M | 0.00% | +1,173+5.6% | Added |
| McKinley Capital Management LLC /Delaware | 22,079 | $1.27M | 0.17% | +574+2.7% | Added |
| Herold Advisors, Inc. | 22,099 | $1.27M | 0.44% | +111+0.5% | Added |
| Wesbanco Bank Inc | 22,353 | $1.29M | 0.06% | −118−0.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 22,456 | $1.29M | 0.35% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 22,513 | $1.30M | 1.26% | −50−0.2% | Reduced |
| GYL Financial Synergies, LLC | 22,745 | $1.31M | 0.16% | +2,551+12.6% | Added |
| Johnson Investment Counsel Inc | 22,916 | $1.32M | 0.02% | +1,471+6.9% | Added |
| Cutter & CO Brokerage, Inc. | 22,972 | $1.32M | 0.41% | −124−0.5% | Reduced |
| Hunter Associates Investment Management LLC | 22,967 | $1.33M | 0.28% | −2,100−8.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 23,089 | $1.33M | 0.36% | +1,260+5.8% | Added |
| Iams Wealth Management, LLC | 23,719 | $1.36M | 1.13% | +8,512+56.0% | Added |
| Chilton Capital Management LLC | 23,843 | $1.37M | 0.08% | −290−1.2% | Reduced |
| Assetmark, Inc | 23,844 | $1.37M | 0.01% | +1,540+6.9% | Added |
| Howe & Rusling Inc | 24,022 | $1.38M | 0.16% | +24,022 | New |
| Howland Capital Management LLC | 24,075 | $1.39M | 0.08% | −170−0.7% | Reduced |