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 |
|---|---|---|---|---|---|
| tru Independence LLC | 98,828 | $5.69M | 1.83% | −19,625−16.6% | Reduced |
| Hohimer Wealth Management, LLC | 98,187 | $5.65M | 1.64% | +79+0.1% | Added |
| Bleakley Financial Group, LLC | 96,492 | $5.55M | 0.19% | +7,641+8.6% | Added |
| Sawtooth Solutions, LLC | 96,492 | $5.55M | 0.15% | +91,149+1,706.0% | Added |
| O'Shaughnessy Asset Management, LLC | 96,143 | $5.53M | 0.09% | +11,395+13.4% | Added |
| Beach Investment Counsel Inc | 95,530 | $5.50M | 0.73% | −86,899−47.6% | Reduced |
| Lodge Hill Capital, LLC | 95,000 | $5.47M | 2.07% | −10,000−9.5% | Reduced |
| Palogic Value Management, L.P. | 94,572 | $5.44M | 2.66% | +1,246+1.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.29M | 0.08% | +91,953 | New |
| Keybank National Association | 87,841 | $5.05M | 0.02% | +848+1.0% | Added |
| Nelson Capital Management, LLC | 87,792 | $5.05M | 1.43% | −4,946−5.3% | Reduced |
| Clearbridge Investments, LLC | 86,332 | $4.97M | 0.00% | −2,242−2.5% | Reduced |
| Kempner Capital Management Inc. | 86,087 | $4.95M | 2.89% | 00.0% | Unchanged |
| Deutsche Bank AG | 85,412 | $4.91M | 0.00% | −114−0.1% | Reduced |
| Azimuth Capital Investment Management LLC | 84,435 | $4.86M | 0.24% | −1,935−2.2% | Reduced |
| Cutler Capital Management, LLC | 84,205 | $4.85M | 2.16% | +10,856+14.8% | Added |
| First Trust Advisors LP | 82,975 | $4.77M | 0.01% | −7,659−8.5% | Reduced |
| South State Corp. | 81,823 | $4.71M | 0.43% | +1,591+2.0% | Added |
| State Street Corp | 81,402 | $4.69M | 0.00% | +23,273+40.0% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.66M | 6.32% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80,090 | $4.61M | 0.04% | +2,121+2.7% | Added |
| Viking Fund Management LLC | 80,000 | $4.60M | 0.89% | 00.0% | Unchanged |
| Voya Investment Management LLC | 78,510 | $4.52M | 0.00% | +7,027+9.8% | Added |
| Bulltick Wealth Management, LLC | 78,014 | $4.49M | 1.18% | +20,520+35.7% | Added |
| Cetera Advisor Networks LLC | 76,864 | $4.42M | 0.03% | −2,639−3.3% | Reduced |
| Exencial Wealth Advisors, LLC | 75,163 | $4.32M | 0.22% | −15,545−17.1% | Reduced |
| Hedges Asset Management LLC | 74,550 | $4.29M | 3.64% | +900+1.2% | Added |
| Advocate Group LLC | 74,245 | $4.27M | 0.93% | −49−0.1% | Reduced |
| Peapack Gladstone Financial Corp | 70,987 | $4.09M | 0.08% | −3,838−5.1% | Reduced |
| Brookmont Capital Management | 70,484 | $4.06M | 2.55% | −10.0% | Reduced |
| Fiduciary Trust Co | 70,240 | $4.04M | 0.07% | −1,186−1.7% | Reduced |
| Miller Howard Investments Inc | 70,000 | $4.03M | 0.15% | −80,000−53.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,000 | $4.03M | 0.01% | 00.0% | Unchanged |
| Teilinger Capital Ltd. | 69,200 | $3.98M | 1.66% | +69,200 | New |
| Griffin Asset Management, Inc. | 68,376 | $3.93M | 0.55% | −200.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 68,229 | $3.93M | 0.07% | −17,346−20.3% | Reduced |
| United Capital Financial Advisers, LLC | 67,774 | $3.90M | 0.02% | −10,593−13.5% | Reduced |
| Deltec Asset Management LLC | 67,154 | $3.86M | 0.95% | +67,154 | New |
| Royce & Associates LP | 66,000 | $3.80M | 0.04% | +2,000+3.1% | Added |
| Trustmark National Bank Trust Department | 64,626 | $3.72M | 0.34% | −32,295−33.3% | Reduced |
| Putnam Investments LLC | 64,300 | $3.70M | 0.01% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 63,575 | $3.66M | 0.29% | +2,325+3.8% | Added |
| Beddow Capital Management Inc | 63,365 | $3.65M | 1.83% | −250.0% | Reduced |
| Huntington National Bank | 63,003 | $3.63M | 0.04% | +19,378+44.4% | Added |
| Dodge & Cox | 62,913 | $3.62M | 0.00% | −1,733−2.7% | Reduced |
| MML Investors Services, LLC | 61,911 | $3.56M | 0.03% | −5,381−8.0% | Reduced |
| Brinker Capital Investments, LLC | 61,767 | $3.55M | 0.05% | +6,007+10.8% | Added |
| Orion Portfolio Solutions, LLC | 61,767 | $3.55M | 0.05% | +56,883+1,164.7% | Added |
| Weatherly Asset Management L. P. | 61,375 | $3.53M | 0.46% | −2,237−3.5% | Reduced |
| JustInvest LLC | 60,037 | $3.45M | 0.12% | +8,555+16.6% | Added |
| Reik & Co., LLC | 59,582 | $3.43M | 1.01% | 00.0% | Unchanged |
| Atria Investments LLC | 58,546 | $3.37M | 0.06% | −7,458−11.3% | Reduced |
| Yousif Capital Management, LLC | 58,481 | $3.36M | 0.04% | −3,000−4.9% | Reduced |
| Bridge Creek Capital Management LLC | 58,278 | $3.35M | 1.26% | −794−1.3% | Reduced |
| Oppenheimer & Co Inc | 58,041 | $3.34M | 0.07% | −3,688−6.0% | Reduced |
| Cetera Investment Advisers | 57,981 | $3.34M | 0.03% | +204+0.4% | Added |
| Richard P Slaughter Associates Inc | 57,973 | $3.34M | 1.09% | −6,585−10.2% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.31M | 0.27% | 00.0% | Unchanged |
| Cetera Advisors LLC | 56,438 | $3.25M | 0.05% | −3,679−6.1% | Reduced |
| Concentric Wealth Management, LLC | 56,003 | $3.22M | 1.07% | +275+0.5% | Added |
| Cardinal Capital Management | 55,935 | $3.22M | 0.67% | −608−1.1% | Reduced |
| Veriti Management LLC | 55,791 | $3.21M | 0.38% | +2,199+4.1% | Added |
| Cary Street Partners Asset Management LLC | 55,292 | $3.18M | 0.60% | +190+0.3% | Added |
| Synovus Financial Corp | 55,081 | $3.17M | 0.04% | +12,590+29.6% | Added |
| Continental Advisors LLC | 55,020 | $3.17M | 2.91% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 54,188 | $3.12M | 0.55% | −688−1.3% | Reduced |
| Credential Qtrade Securities Inc. | 53,347 | $3.07M | 0.20% | +4,539+9.3% | Added |
| Madison Asset Management, LLC | 53,190 | $3.06M | 0.05% | −11,584−17.9% | Reduced |
| YHB Investment Advisors, Inc. | 52,908 | $3.04M | 0.31% | +9,002+20.5% | Added |
| Qube Research & Technologies Ltd | 52,532 | $3.02M | 0.02% | −358,516−87.2% | Reduced |
| Wetherby Asset Management Inc | 51,141 | $2.94M | 0.17% | −370−0.7% | Reduced |
| Kestra Advisory Services, LLC | 50,723 | $2.92M | 0.03% | −15,855−23.8% | Reduced |
| Sweeney & Michel, LLC | 50,483 | $2.91M | 1.55% | +50,483 | New |
| Atria Wealth Solutions, Inc. | 50,484 | $2.90M | 0.04% | −394−0.8% | Reduced |
| Raymond James Trust N.A. | 50,318 | $2.90M | 0.09% | +412+0.8% | Added |
| Baker Avenue Asset Management, LP | 50,110 | $2.88M | 0.16% | +48,779+3,664.8% | Added |
| Amica Mutual Insurance Co | 49,872 | $2.87M | 0.32% | 00.0% | Unchanged |
| Commerce Bank | 49,723 | $2.86M | 0.02% | +3,563+7.7% | Added |
| Jarislowsky, Fraser Ltd | 49,332 | $2.84M | 0.02% | −2,175−4.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 48,995 | $2.82M | 0.36% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 48,274 | $2.78M | 1.24% | −31,113−39.2% | Reduced |
| Blair William & Co | 47,994 | $2.76M | 0.01% | +1,694+3.7% | Added |
| Adell Harriman & Carpenter Inc | 47,366 | $2.73M | 0.29% | +27,150+134.3% | Added |
| JCIC Asset Management Inc. | 47,245 | $2.72M | 1.27% | −1,200−2.5% | Reduced |
| HSBC Holdings PLC | 46,376 | $2.67M | 0.00% | +35,708+334.7% | Added |
| Regions Financial Corp | 46,085 | $2.65M | 0.02% | −2,132−4.4% | Reduced |
| Columbia Asset Management | 46,072 | $2.65M | 0.60% | +4,663+11.3% | Added |
| Kanawha Capital Management LLC | 46,054 | $2.65M | 0.25% | −2,523−5.2% | Reduced |
| United Fire Group Inc | 46,000 | $2.65M | 1.66% | 00.0% | Unchanged |
| Colony Group LLC | 45,947 | $2.64M | 0.04% | +144+0.3% | Added |
| Signaturefd, LLC | 45,448 | $2.62M | 0.07% | +2,524+5.9% | Added |
| Chicago Trust Co NA | 45,413 | $2.61M | 0.66% | −9,027−16.6% | Reduced |
| Investment Management of Virginia LLC | 44,938 | $2.59M | 0.49% | −714−1.6% | Reduced |
| Portland Global Advisors LLC | 44,630 | $2.57M | 0.44% | −1,345−2.9% | Reduced |
| Gilman Hill Asset Management, LLC | 43,536 | $2.51M | 0.51% | +110+0.3% | Added |
| Rafferty Asset Management, LLC | 43,525 | $2.50M | 0.02% | +23,552+117.9% | Added |
| Advisors Asset Management, Inc. | 43,262 | $2.49M | 0.05% | +4,151+10.6% | Added |
| Naviter Wealth, LLC | 42,777 | $2.46M | 0.86% | +6,514+18.0% | Added |
| Advisors Management Group Inc | 42,642 | $2.45M | 0.78% | −1,851−4.2% | Reduced |
| Schechter Investment Advisors, LLC | 42,622 | $2.45M | 0.23% | +957+2.3% | Added |