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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 24,230 | $1.40M | 0.44% | +24,230 | New |
| Barry Investment Advisors, LLC | 24,367 | $1.40M | 0.46% | −1,208−4.7% | Reduced |
| Grace & White Inc | 24,816 | $1.43M | 0.27% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 24,855 | $1.43M | 0.03% | +6,804+37.7% | Added |
| Park National Corp | 24,883 | $1.43M | 0.06% | −657−2.6% | Reduced |
| Lakeview Capital Partners, LLC | 23,883 | $1.44M | 0.45% | +114+0.5% | Added |
| GM Advisory Group, Inc. | 25,275 | $1.45M | 0.13% | −21,715−46.2% | Reduced |
| Pitcairn Co | 25,312 | $1.46M | 0.13% | +1,985+8.5% | Added |
| Charles Schwab Investment Management Inc | 25,463 | $1.47M | 0.00% | +10,798+73.6% | Added |
| Financial Counselors Inc | 25,519 | $1.47M | 0.03% | −1,302−4.9% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.48M | 0.30% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 25,703 | $1.48M | 0.82% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 26,000 | $1.50M | 0.00% | +17,200+195.5% | Added |
| Caxton Associates LP | 26,000 | $1.50M | 0.24% | +26,000 | New |
| Old National Bancorp | 26,192 | $1.51M | 0.05% | +468+1.8% | Added |
| Perigon Wealth Management, LLC | 26,238 | $1.51M | 0.09% | +771+3.0% | Added |
| Sequoia Financial Advisors, LLC | 26,305 | $1.51M | 0.03% | +1,076+4.3% | Added |
| Lester Murray Antman dba SimplyRich | 26,519 | $1.52M | 0.57% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 26,604 | $1.53M | 0.10% | +26,604 | New |
| Snowden Capital Advisors LLC | 26,611 | $1.53M | 0.06% | +9,120+52.1% | Added |
| Kestra Private Wealth Services, LLC | 26,744 | $1.54M | 0.06% | +3,060+12.9% | Added |
| HB Wealth Management, LLC | 26,874 | $1.55M | 0.03% | −19−0.1% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.55M | 0.75% | 00.0% | Unchanged |
| CSS LLC | 26,928 | $1.55M | 0.12% | −5,102−15.9% | Reduced |
| Regatta Capital Group, LLC | 27,218 | $1.55M | 0.55% | 00.0% | Unchanged |
| Forum Financial Management, LP | 27,191 | $1.56M | 0.05% | −4,008−12.8% | Reduced |
| Beacon Pointe Advisors, LLC | 27,219 | $1.57M | 0.03% | +7,442+37.6% | Added |
| Stock Yards Bank & Trust Co | 27,371 | $1.57M | 0.06% | −70.0% | Reduced |
| Cowa, LLC | 88,124 | $1.58M | 1.29% | +60,034+213.7% | Added |
| Tandem Capital Management Corp | 27,453 | $1.58M | 1.11% | +9,208+50.5% | Added |
| Umb Bank N A | 27,544 | $1.58M | 0.03% | +1,689+6.5% | Added |
| National Asset Management, Inc. | 27,553 | $1.59M | 0.04% | +3,679+15.4% | Added |
| Susquehanna International Group, LLP | 27,634 | $1.59M | 0.00% | −13,909−33.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,738 | $1.60M | 0.13% | +680+2.5% | Added |
| IMC-Chicago, LLC | 27,819 | $1.60M | 0.27% | +27,819 | New |
| Roberts Wealth Advisors, LLC | 27,084 | $1.61M | 0.74% | +27+0.1% | Added |
| Guggenheim Capital LLC | 28,018 | $1.61M | 0.01% | +7,098+33.9% | Added |
| Leonteq Securities AG | 28,066 | $1.61M | 0.15% | −1,500−5.1% | Reduced |
| Capricorn Fund Managers Ltd | 28,628 | $1.65M | 0.50% | −179,462−86.2% | Reduced |
| Leavell Investment Management, Inc. | 28,949 | $1.67M | 0.12% | −500−1.7% | Reduced |
| NewEdge Wealth, LLC | 29,113 | $1.68M | 0.06% | +215+0.7% | Added |
| Park Avenue Securities LLC | 29,963 | $1.72M | 0.03% | +809+2.8% | Added |
| Stolper Co | 30,148 | $1.74M | 0.74% | +446+1.5% | Added |
| Everett Harris & Co | 30,613 | $1.76M | 0.03% | +8,230+36.8% | Added |
| Bahl & Gaynor Inc | 30,850 | $1.78M | 0.01% | +4,000+14.9% | Added |
| Wolverine Trading, LLC | 30,885 | $1.79M | 0.05% | −1,593,858−98.1% | Reduced |
| Mitchell Capital Management Co | 31,105 | $1.79M | 0.44% | +640+2.1% | Added |
| Burney Co | 31,727 | $1.83M | 0.09% | +416+1.3% | Added |
| Quadrant Capital Group LLC | 31,886 | $1.83M | 0.19% | +2,692+9.2% | Added |
| CWM, LLC | 32,320 | $1.86M | 0.01% | +1,779+5.8% | Added |
| Veritable, L.P. | 32,993 | $1.90M | 0.03% | −424−1.3% | Reduced |
| Octavia Wealth Advisors, LLC | 33,283 | $1.92M | 0.43% | −736−2.2% | Reduced |
| Boston Private Wealth LLC | 33,315 | $1.92M | 0.03% | +11,717+54.3% | Added |
| AE Wealth Management LLC | 33,381 | $1.92M | 0.01% | −1,212−3.5% | Reduced |
| Haverford Trust Co | 33,459 | $1.93M | 0.02% | +1,493+4.7% | Added |
| Miracle Mile Advisors, LLC | 33,515 | $1.93M | 0.06% | −12,968−27.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,539 | $1.93M | 0.14% | +302+0.9% | Added |
| Valeo Financial Advisors, LLC | 44,151 | $1.94M | 0.09% | +3,578+8.8% | Added |
| Vident Investment Advisory, LLC | 33,932 | $1.95M | 0.06% | +23,517+225.8% | Added |
| Trexquant Investment LP | 34,070 | $1.96M | 0.05% | +34,070 | New |
| Simmons Bank | 34,553 | $1.99M | 0.17% | −1,552−4.3% | Reduced |
| Advisory Services Network, LLC | 34,824 | $2.00M | 0.06% | +182+0.5% | Added |
| Sierra Capital LLC | 34,868 | $2.01M | 0.33% | −5,811−14.3% | Reduced |
| Waters Parkerson & Co., LLC | 35,009 | $2.01M | 0.12% | 00.0% | Unchanged |
| Game Creek Capital, LP | 36,125 | $2.08M | 1.37% | −6,500−15.2% | Reduced |
| Mill Capital Management, LLC | 36,156 | $2.08M | 0.21% | −2,534−6.5% | Reduced |
| Earnest Partners LLC | 37,089 | $2.13M | 0.01% | +10.0% | Added |
| Kistler-Tiffany Companies, LLC | 37,203 | $2.14M | 0.41% | +2,964+8.7% | Added |
| Brown Advisory Inc | 37,442 | $2.15M | 0.00% | −10,728−22.3% | Reduced |
| Drexel Morgan & Co. | 37,544 | $2.16M | 0.54% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 38,146 | $2.19M | 1.43% | −3,114−7.5% | Reduced |
| Ritholtz Wealth Management | 38,266 | $2.20M | 0.11% | +716+1.9% | Added |
| Integrated Wealth Concepts LLC | 38,680 | $2.23M | 0.05% | −36,386−48.5% | Reduced |
| Moran Wealth Management, LLC | 38,697 | $2.23M | 0.08% | −923−2.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 38,727 | $2.23M | 0.10% | −149−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 39,046 | $2.25M | 0.24% | +39,046 | New |
| Cannell Peter B & Co Inc | 39,430 | $2.27M | 0.08% | −50−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,655 | $2.28M | 0.04% | −19,936−33.5% | Reduced |
| Moors & Cabot, Inc. | 39,934 | $2.30M | 0.16% | −5,058−11.2% | Reduced |
| Avidian Wealth Solutions, LLC | 40,152 | $2.31M | 0.13% | +6,548+19.5% | Added |
| First Hawaiian Bank | 40,360 | $2.32M | 0.08% | −553−1.4% | Reduced |
| Horan Capital Advisors, LLC. | 40,796 | $2.35M | 0.97% | +819+2.0% | Added |
| Victory Capital Management Inc | 41,242 | $2.37M | 0.00% | +41,242 | New |
| Foster & Motley Inc | 41,330 | $2.38M | 0.19% | −312−0.7% | Reduced |
| Community Bank of Raymore | 41,400 | $2.38M | 0.91% | −250−0.6% | Reduced |
| SeaCrest Wealth Management, LLC | 41,437 | $2.38M | 0.32% | −8,026−16.2% | Reduced |
| Credit Capital Investments LLC | 41,500 | $2.39M | 3.10% | +15,000+56.6% | Added |
| Sentinel Trust Co Lba | 41,520 | $2.39M | 0.34% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 41,842 | $2.41M | 1.73% | +7,874+23.2% | Added |
| Advisor Partners II, LLC | 42,108 | $2.42M | 0.13% | +1,295+3.2% | Added |
| Fort Sheridan Advisors LLC | 42,111 | $2.42M | 0.62% | +12,614+42.8% | Added |
| Asio Capital, LLC | 42,450 | $2.44M | 0.63% | +42,450 | New |
| Private Advisor Group, LLC | 42,451 | $2.44M | 0.02% | +50+0.1% | Added |
| Schechter Investment Advisors, LLC | 42,622 | $2.45M | 0.23% | +957+2.3% | Added |
| Advisors Management Group Inc | 42,642 | $2.45M | 0.78% | −1,851−4.2% | Reduced |
| Naviter Wealth, LLC | 42,777 | $2.46M | 0.86% | +6,514+18.0% | Added |
| Advisors Asset Management, Inc. | 43,262 | $2.49M | 0.05% | +4,151+10.6% | Added |
| Rafferty Asset Management, LLC | 43,525 | $2.50M | 0.02% | +23,552+117.9% | Added |
| Gilman Hill Asset Management, LLC | 43,536 | $2.51M | 0.51% | +110+0.3% | Added |
| Portland Global Advisors LLC | 44,630 | $2.57M | 0.44% | −1,345−2.9% | Reduced |