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 |
|---|---|---|---|---|---|
| Hikari Power Ltd | 341,900 | $19.7M | 1.98% | 00.0% | Unchanged |
| Yaupon Capital Management LP | 337,196 | $19.4M | 3.04% | +99,446+41.8% | Added |
| Stansberry Asset Management, LLC | 333,675 | $19.2M | 3.72% | +14,948+4.7% | Added |
| Harvest Portfolios Group Inc. | 323,243 | $18.6M | 0.91% | +747+0.2% | Added |
| US Bancorp | 315,413 | $18.1M | 0.03% | −32,773−9.4% | Reduced |
| Becker Capital Management Inc | 313,959 | $18.1M | 0.71% | −8,193−2.5% | Reduced |
| Cerity Partners LLC | 145,984 | $17.8M | 0.08% | +12,660+9.5% | Added |
| Mariner, LLC | 307,174 | $17.7M | 0.05% | +10,549+3.6% | Added |
| Systrade AG | 300,000 | $17.3M | 10.26% | 00.0% | Unchanged |
| Skye Global Management LP | 298,500 | $17.2M | 0.59% | +298,500 | New |
| Raymond James Financial Services Advisors, Inc. | 296,609 | $17.1M | 0.03% | +37,798+14.6% | Added |
| Commonwealth Equity Services, LLC | 294,913 | $17.0M | 0.04% | +8,783+3.1% | Added |
| South Dakota Investment Council | 280,502 | $16.1M | 0.34% | 00.0% | Unchanged |
| Thomasville National Bank | 280,057 | $16.1M | 1.66% | +4,867+1.8% | Added |
| Logan Capital Management Inc | 275,367 | $15.8M | 0.77% | −3,647−1.3% | Reduced |
| Greenwood Gearhart Inc | 275,356 | $15.8M | 2.02% | +6,482+2.4% | Added |
| Advisor Group Holdings, Inc. | 269,723 | $15.7M | 0.03% | +16,714+6.6% | Added |
| Fort Washington Investment Advisors Inc | 267,128 | $15.4M | 0.12% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 266,704 | $15.3M | 0.95% | +116,857+78.0% | Added |
| Davenport & Co LLC | 261,729 | $15.1M | 0.12% | −5,208−2.0% | Reduced |
| Anchor Capital Advisors LLC | 255,488 | $14.7M | 0.39% | +783+0.3% | Added |
| Grandfield & Dodd, LLC | 249,600 | $14.4M | 1.00% | −460−0.2% | Reduced |
| Evergreen Capital Management LLC | 245,332 | $14.1M | 0.63% | +4,734+2.0% | Added |
| Mercer Global Advisors Inc | 245,254 | $14.1M | 0.06% | −13,248−5.1% | Reduced |
| Gemsstock Limited | 244,100 | $14.0M | 15.35% | −69,500−22.2% | Reduced |
| Truist Financial Corp | 230,605 | $13.3M | 0.02% | −8,561−3.6% | Reduced |
| M&T Bank Corp | 230,231 | $13.2M | 0.05% | +2,575+1.1% | Added |
| First Republic Investment Management, Inc. | 228,254 | $13.1M | 0.03% | −20,268−8.2% | Reduced |
| Euro Pacific Asset Management, LLC | 220,747 | $12.7M | 2.73% | +147,475+201.3% | Added |
| American Assets Investment Management, LLC | 221,000 | $12.7M | 1.47% | 00.0% | Unchanged |
| Thomas White International Ltd | 219,015 | $12.6M | 2.66% | +31,091+16.5% | Added |
| Northwest & Ethical Investments L.P. | 215,901 | $12.4M | 0.41% | +30,720+16.6% | Added |
| First Eagle Investment Management, LLC | 214,433 | $12.3M | 0.03% | +26,810+14.3% | Added |
| Susquehanna Fundamental Investments, LLC | 206,551 | $11.9M | 0.28% | −69,145−25.1% | Reduced |
| Van Hulzen Asset Management, LLC | 205,761 | $11.8M | 1.11% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 203,698 | $11.7M | 0.02% | +19,225+10.4% | Added |
| Tocqueville Asset Management L.P. | 200,734 | $11.6M | 0.22% | −3,735−1.8% | Reduced |
| Country Club Bank | 198,422 | $11.5M | 0.95% | −31,910−13.9% | Reduced |
| Cohen Klingenstein LLC | 197,338 | $11.4M | 0.53% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 192,017 | $11.0M | 0.47% | +4,471+2.4% | Added |
| Willis Johnson & Associates, Inc. | 191,190 | $11.0M | 1.31% | +34,429+22.0% | Added |
| Avantax Advisory Services, Inc. | 188,987 | $10.9M | 0.13% | −601−0.3% | Reduced |
| Scotia Capital Inc. | 186,909 | $10.8M | 0.08% | +1,452+0.8% | Added |
| Oppenheimer Asset Management Inc. | 183,834 | $10.6M | 0.16% | −25,114−12.0% | Reduced |
| Crossmark Global Holdings, Inc. | 181,049 | $10.4M | 0.25% | +1,310+0.7% | Added |
| Pacer Advisors, Inc. | 178,508 | $10.3M | 0.04% | +70,283+64.9% | Added |
| D.A. Davidson & Co. | 177,002 | $10.2M | 0.11% | +8,657+5.1% | Added |
| Employees Retirement System of Texas | 169,397 | $9.75M | 0.14% | −61,915−26.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 161,364 | $9.72M | 0.11% | −5,933−3.5% | Reduced |
| Allied Investment Advisors, LLC | 167,876 | $9.66M | 2.99% | −1,458−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 165,770 | $9.54M | 0.01% | −5,911−3.4% | Reduced |
| Cubist Systematic Strategies, LLC | 162,576 | $9.35M | 0.09% | +158,332+3,730.7% | Added |
| Janney Montgomery Scott LLC | 159,159 | $9.16M | 0.04% | −36,715−18.7% | Reduced |
| Stamos Capital Partners, L.P. | 152,880 | $8.80M | 2.27% | +16,880+12.4% | Added |
| Sit Investment Associates Inc | 144,910 | $8.34M | 0.23% | +19,280+15.3% | Added |
| Manning & Napier Group, LLC | 141,594 | $8.15M | 0.09% | −5,439−3.7% | Reduced |
| Ibex Wealth Advisors | 139,964 | $8.05M | 2.09% | +1,418+1.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 139,935 | $8.05M | 0.04% | +10,478+8.1% | Added |
| Janney Capital Management LLC | 139,601 | $8.03M | 0.60% | −1,182−0.8% | Reduced |
| Baird Financial Group, Inc. | 139,380 | $8.02M | 0.02% | +11,310+8.8% | Added |
| Captrust Financial Advisors | 136,292 | $7.84M | 0.03% | +13,346+10.9% | Added |
| SEI Investments Co | 135,293 | $7.78M | 0.01% | +7,308+5.7% | Added |
| Avalon Investment & Advisory | 133,675 | $7.69M | 0.21% | −2,264−1.7% | Reduced |
| Creative Planning | 132,943 | $7.65M | 0.01% | −14,336−9.7% | Reduced |
| Bank of Nova Scotia | 128,977 | $7.42M | 0.02% | +13,990+12.2% | Added |
| Glenmede Trust Co NA | 128,194 | $7.38M | 0.04% | +25,544+24.9% | Added |
| Bragg Financial Advisors, Inc | 125,896 | $7.24M | 0.43% | +3,216+2.6% | Added |
| Neville Rodie & Shaw Inc | 125,625 | $7.23M | 0.65% | −300−0.2% | Reduced |
| Thornburg Investment Management Inc | 124,248 | $7.15M | 0.12% | −2,313−1.8% | Reduced |
| Regency Capital Management Inc. | 123,320 | $7.10M | 8.59% | +2,646+2.2% | Added |
| ARS Wealth Advisors Group, LLC | 122,540 | $7.05M | 1.30% | +31,871+35.2% | Added |
| Edgemoor Investment Advisors, Inc. | 122,461 | $7.05M | 0.86% | +787+0.6% | Added |
| Woodstock Corp | 120,899 | $6.96M | 0.89% | +2,788+2.4% | Added |
| Leuthold Group, LLC | 120,356 | $6.93M | 0.91% | −2,689−2.2% | Reduced |
| TownSquare Capital, LLC | 119,227 | $6.86M | 0.15% | −1,536−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 103,071 | $6.76M | 0.07% | +924+0.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 116,850 | $6.72M | 2.31% | +6,443+5.8% | Added |
| Eagle Global Advisors LLC | 114,027 | $6.56M | 0.44% | −442−0.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 113,891 | $6.55M | 0.30% | +35,512+45.3% | Added |
| Shelter Mutual Insurance Co | 113,750 | $6.54M | 1.82% | 00.0% | Unchanged |
| Fifth Third Bancorp | 113,099 | $6.51M | 0.03% | −420.0% | Reduced |
| Pinnacle Associates Ltd | 108,087 | $6.22M | 0.13% | −15,112−12.3% | Reduced |
| New England Asset Management Inc | 107,785 | $6.20M | 0.92% | +51,805+92.5% | Added |
| Banco Santander, S.A. | 107,431 | $6.18M | 0.09% | +64,441+149.9% | Added |
| Renaissance Group LLC | 107,305 | $6.17M | 0.28% | −1,938−1.8% | Reduced |
| Bokf, NA | 106,332 | $6.12M | 0.13% | −1,013−0.9% | Reduced |
| Augustine Asset Management Inc | 105,515 | $6.07M | 3.01% | −689−0.6% | Reduced |
| Klingenstein Fields & Co LP | 105,225 | $6.05M | 0.30% | −157−0.1% | Reduced |
| Heritage Investors Management Corp | 104,362 | $6.00M | 0.26% | −2,277−2.1% | Reduced |
| Aquatic Capital Management LLC | 104,000 | $5.98M | 0.37% | +104,000 | New |
| Eastover Investment Advisors LLC | 102,833 | $5.92M | 3.31% | +363+0.4% | Added |
| Sandy Spring Bank | 102,131 | $5.88M | 0.33% | +3,869+3.9% | Added |
| Claret Asset Management Corp | 101,962 | $5.87M | 1.16% | −1,643−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 101,787 | $5.86M | 0.01% | +6,440+6.8% | Added |
| Stephens Inc | 101,363 | $5.83M | 0.11% | +15,830+18.5% | Added |
| Prospera Financial Services Inc | 101,171 | $5.82M | 0.24% | +4,998+5.2% | Added |
| Pictet Asset Management SA | 100,262 | $5.77M | 0.01% | −172,370−63.2% | Reduced |
| JBF Capital, Inc. | 100,000 | $5.75M | 1.31% | −185,000−64.9% | Reduced |
| Toroso Investments, LLC | 99,858 | $5.75M | 0.19% | +13,401+15.5% | Added |
| National Bank of Canada | 98,862 | $5.71M | 0.02% | −9,976−9.2% | Reduced |