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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 42,451 | $2.44M | 0.02% | +50+0.1% | Added |
| Asio Capital, LLC | 42,450 | $2.44M | 0.63% | +42,450 | New |
| Fort Sheridan Advisors LLC | 42,111 | $2.42M | 0.62% | +12,614+42.8% | Added |
| Advisor Partners II, LLC | 42,108 | $2.42M | 0.13% | +1,295+3.2% | Added |
| Brooks, Moore & Associates, Inc. | 41,842 | $2.41M | 1.73% | +7,874+23.2% | Added |
| Sentinel Trust Co Lba | 41,520 | $2.39M | 0.34% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 41,500 | $2.39M | 3.10% | +15,000+56.6% | Added |
| SeaCrest Wealth Management, LLC | 41,437 | $2.38M | 0.32% | −8,026−16.2% | Reduced |
| Community Bank of Raymore | 41,400 | $2.38M | 0.91% | −250−0.6% | Reduced |
| Foster & Motley Inc | 41,330 | $2.38M | 0.19% | −312−0.7% | Reduced |
| Victory Capital Management Inc | 41,242 | $2.37M | 0.00% | +41,242 | New |
| Horan Capital Advisors, LLC. | 40,796 | $2.35M | 0.97% | +819+2.0% | Added |
| First Hawaiian Bank | 40,360 | $2.32M | 0.08% | −553−1.4% | Reduced |
| Avidian Wealth Solutions, LLC | 40,152 | $2.31M | 0.13% | +6,548+19.5% | Added |
| Moors & Cabot, Inc. | 39,934 | $2.30M | 0.16% | −5,058−11.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 39,655 | $2.28M | 0.04% | −19,936−33.5% | Reduced |
| Cannell Peter B & Co Inc | 39,430 | $2.27M | 0.08% | −50−0.1% | Reduced |
| Quinn Opportunity Partners LLC | 39,046 | $2.25M | 0.24% | +39,046 | New |
| Vestmark Advisory Solutions, Inc. | 38,727 | $2.23M | 0.10% | −149−0.4% | Reduced |
| Moran Wealth Management, LLC | 38,697 | $2.23M | 0.08% | −923−2.3% | Reduced |
| Integrated Wealth Concepts LLC | 38,680 | $2.23M | 0.05% | −36,386−48.5% | Reduced |
| Ritholtz Wealth Management | 38,266 | $2.20M | 0.11% | +716+1.9% | Added |
| Coulter & Justus Financial Services, LLC | 38,146 | $2.19M | 1.43% | −3,114−7.5% | Reduced |
| Drexel Morgan & Co. | 37,544 | $2.16M | 0.54% | 00.0% | Unchanged |
| Brown Advisory Inc | 37,442 | $2.15M | 0.00% | −10,728−22.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 37,203 | $2.14M | 0.41% | +2,964+8.7% | Added |
| Earnest Partners LLC | 37,089 | $2.13M | 0.01% | +10.0% | Added |
| Mill Capital Management, LLC | 36,156 | $2.08M | 0.21% | −2,534−6.5% | Reduced |
| Game Creek Capital, LP | 36,125 | $2.08M | 1.37% | −6,500−15.2% | Reduced |
| Waters Parkerson & Co., LLC | 35,009 | $2.01M | 0.12% | 00.0% | Unchanged |
| Sierra Capital LLC | 34,868 | $2.01M | 0.33% | −5,811−14.3% | Reduced |
| Advisory Services Network, LLC | 34,824 | $2.00M | 0.06% | +182+0.5% | Added |
| Simmons Bank | 34,553 | $1.99M | 0.17% | −1,552−4.3% | Reduced |
| Trexquant Investment LP | 34,070 | $1.96M | 0.05% | +34,070 | New |
| Vident Investment Advisory, LLC | 33,932 | $1.95M | 0.06% | +23,517+225.8% | Added |
| Valeo Financial Advisors, LLC | 44,151 | $1.94M | 0.09% | +3,578+8.8% | Added |
| Cary Street Partner Investment Advisory LLC | 33,539 | $1.93M | 0.14% | +302+0.9% | Added |
| Miracle Mile Advisors, LLC | 33,515 | $1.93M | 0.06% | −12,968−27.9% | Reduced |
| Haverford Trust Co | 33,459 | $1.93M | 0.02% | +1,493+4.7% | Added |
| AE Wealth Management LLC | 33,381 | $1.92M | 0.01% | −1,212−3.5% | Reduced |
| Boston Private Wealth LLC | 33,315 | $1.92M | 0.03% | +11,717+54.3% | Added |
| Octavia Wealth Advisors, LLC | 33,283 | $1.92M | 0.43% | −736−2.2% | Reduced |
| Veritable, L.P. | 32,993 | $1.90M | 0.03% | −424−1.3% | Reduced |
| CWM, LLC | 32,320 | $1.86M | 0.01% | +1,779+5.8% | Added |
| Quadrant Capital Group LLC | 31,886 | $1.83M | 0.19% | +2,692+9.2% | Added |
| Burney Co | 31,727 | $1.83M | 0.09% | +416+1.3% | Added |
| Mitchell Capital Management Co | 31,105 | $1.79M | 0.44% | +640+2.1% | Added |
| Wolverine Trading, LLC | 30,885 | $1.79M | 0.05% | −1,593,858−98.1% | Reduced |
| Bahl & Gaynor Inc | 30,850 | $1.78M | 0.01% | +4,000+14.9% | Added |
| Everett Harris & Co | 30,613 | $1.76M | 0.03% | +8,230+36.8% | Added |
| Stolper Co | 30,148 | $1.74M | 0.74% | +446+1.5% | Added |
| Park Avenue Securities LLC | 29,963 | $1.72M | 0.03% | +809+2.8% | Added |
| NewEdge Wealth, LLC | 29,113 | $1.68M | 0.06% | +215+0.7% | Added |
| Leavell Investment Management, Inc. | 28,949 | $1.67M | 0.12% | −500−1.7% | Reduced |
| Capricorn Fund Managers Ltd | 28,628 | $1.65M | 0.50% | −179,462−86.2% | Reduced |
| Leonteq Securities AG | 28,066 | $1.61M | 0.15% | −1,500−5.1% | Reduced |
| Guggenheim Capital LLC | 28,018 | $1.61M | 0.01% | +7,098+33.9% | Added |
| Roberts Wealth Advisors, LLC | 27,084 | $1.61M | 0.74% | +27+0.1% | Added |
| IMC-Chicago, LLC | 27,819 | $1.60M | 0.27% | +27,819 | New |
| Lowe Brockenbrough & Co Inc | 27,738 | $1.60M | 0.13% | +680+2.5% | Added |
| Susquehanna International Group, LLP | 27,634 | $1.59M | 0.00% | −13,909−33.5% | Reduced |
| National Asset Management, Inc. | 27,553 | $1.59M | 0.04% | +3,679+15.4% | Added |
| Umb Bank N A | 27,544 | $1.58M | 0.03% | +1,689+6.5% | Added |
| Tandem Capital Management Corp | 27,453 | $1.58M | 1.11% | +9,208+50.5% | Added |
| Cowa, LLC | 88,124 | $1.58M | 1.29% | +60,034+213.7% | Added |
| Stock Yards Bank & Trust Co | 27,371 | $1.57M | 0.06% | −70.0% | Reduced |
| Beacon Pointe Advisors, LLC | 27,219 | $1.57M | 0.03% | +7,442+37.6% | Added |
| Forum Financial Management, LP | 27,191 | $1.56M | 0.05% | −4,008−12.8% | Reduced |
| Regatta Capital Group, LLC | 27,218 | $1.55M | 0.55% | 00.0% | Unchanged |
| CSS LLC | 26,928 | $1.55M | 0.12% | −5,102−15.9% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.55M | 0.75% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26,874 | $1.55M | 0.03% | −19−0.1% | Reduced |
| Kestra Private Wealth Services, LLC | 26,744 | $1.54M | 0.06% | +3,060+12.9% | Added |
| Snowden Capital Advisors LLC | 26,611 | $1.53M | 0.06% | +9,120+52.1% | Added |
| PEAK6 Investments LLC | 26,604 | $1.53M | 0.10% | +26,604 | New |
| Lester Murray Antman dba SimplyRich | 26,519 | $1.52M | 0.57% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 26,305 | $1.51M | 0.03% | +1,076+4.3% | Added |
| Perigon Wealth Management, LLC | 26,238 | $1.51M | 0.09% | +771+3.0% | Added |
| Old National Bancorp | 26,192 | $1.51M | 0.05% | +468+1.8% | Added |
| 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 |
| Harbour Investment Management LLC | 25,703 | $1.48M | 0.82% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 25,700 | $1.48M | 0.30% | 00.0% | Unchanged |
| Financial Counselors Inc | 25,519 | $1.47M | 0.03% | −1,302−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 25,463 | $1.47M | 0.00% | +10,798+73.6% | Added |
| Pitcairn Co | 25,312 | $1.46M | 0.13% | +1,985+8.5% | Added |
| GM Advisory Group, Inc. | 25,275 | $1.45M | 0.13% | −21,715−46.2% | Reduced |
| Lakeview Capital Partners, LLC | 23,883 | $1.44M | 0.45% | +114+0.5% | Added |
| Park National Corp | 24,883 | $1.43M | 0.06% | −657−2.6% | Reduced |
| Phoenix Holdings Ltd. | 24,855 | $1.43M | 0.03% | +6,804+37.7% | Added |
| Grace & White Inc | 24,816 | $1.43M | 0.27% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 24,367 | $1.40M | 0.46% | −1,208−4.7% | Reduced |
| Insigneo Advisory Services, LLC | 24,230 | $1.40M | 0.44% | +24,230 | New |
| Howland Capital Management LLC | 24,075 | $1.39M | 0.08% | −170−0.7% | Reduced |
| Howe & Rusling Inc | 24,022 | $1.38M | 0.16% | +24,022 | New |
| Assetmark, Inc | 23,844 | $1.37M | 0.01% | +1,540+6.9% | Added |
| Chilton Capital Management LLC | 23,843 | $1.37M | 0.08% | −290−1.2% | Reduced |
| Iams Wealth Management, LLC | 23,719 | $1.36M | 1.13% | +8,512+56.0% | Added |
| Ipswich Investment Management Co., Inc. | 23,089 | $1.33M | 0.36% | +1,260+5.8% | Added |
| Hunter Associates Investment Management LLC | 22,967 | $1.33M | 0.28% | −2,100−8.4% | Reduced |