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 |
|---|---|---|---|---|---|
| Cutter & CO Brokerage, Inc. | 22,972 | $1.32M | 0.41% | −124−0.5% | Reduced |
| Johnson Investment Counsel Inc | 22,916 | $1.32M | 0.02% | +1,471+6.9% | Added |
| GYL Financial Synergies, LLC | 22,745 | $1.31M | 0.16% | +2,551+12.6% | Added |
| Crescent Sterling, Ltd. | 22,513 | $1.30M | 1.26% | −50−0.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 22,456 | $1.29M | 0.35% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 22,353 | $1.29M | 0.06% | −118−0.5% | Reduced |
| Herold Advisors, Inc. | 22,099 | $1.27M | 0.44% | +111+0.5% | Added |
| McKinley Capital Management LLC /Delaware | 22,079 | $1.27M | 0.17% | +574+2.7% | Added |
| Prudential Financial Inc | 22,049 | $1.27M | 0.00% | +1,173+5.6% | Added |
| Manufacturers Life Insurance Company, The | 21,837 | $1.26M | 0.00% | −1,386−6.0% | Reduced |
| Sigma Planning Corp | 21,766 | $1.25M | 0.04% | +3,267+17.7% | 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 |
| Koshinski Asset Management, Inc. | 21,113 | $1.21M | 0.12% | +1,109+5.5% | Added |
| SOL Capital Management CO | 20,953 | $1.21M | 0.20% | −470−2.2% | Reduced |
| Greystone Financial Group, LLC | 20,889 | $1.20M | 0.30% | +974+4.9% | Added |
| Wedbush Securities Inc | 20,830 | $1.20M | 0.06% | −3,669−15.0% | Reduced |
| Excalibur Management Corp | 20,761 | $1.19M | 0.62% | +85+0.4% | Added |
| Hantz Financial Services, Inc. | 20,629 | $1.19M | 0.03% | +1,262+6.5% | Added |
| Americana Partners, LLC | 20,427 | $1.18M | 0.19% | −1,923−8.6% | Reduced |
| Shufro Rose & Co LLC | 20,400 | $1.17M | 0.11% | +250+1.2% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.17M | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 19,924 | $1.16M | 0.01% | −20,570−50.8% | Reduced |
| MAI Capital Management | 20,112 | $1.16M | 0.02% | +530+2.7% | Added |
| Beese Fulmer Investment Management, Inc. | 20,055 | $1.15M | 0.13% | −100−0.5% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.15M | 0.16% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 19,896 | $1.14M | 0.69% | +110+0.6% | Added |
| HF Advisory Group, LLC | 19,880 | $1.14M | 1.02% | +3,360+20.3% | Added |
| FDx Advisors, Inc. | 20,033 | $1.14M | 0.05% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 19,613 | $1.13M | 0.66% | −82−0.4% | Reduced |
| Israel Discount Bank of New York | 19,585 | $1.13M | 0.85% | +152+0.8% | Added |
| King Luther Capital Management Corp | 19,527 | $1.12M | 0.01% | −3,722−16.0% | Reduced |
| Donoghue Forlines LLC | 19,523 | $1.12M | 0.40% | +19,523 | New |
| Independent Advisor Alliance | 19,429 | $1.12M | 0.05% | −1,827−8.6% | Reduced |
| HighTower Trust Services, LTA | 18,436 | $1.11M | 0.11% | −4,513−19.7% | Reduced |
| WealthTrust Axiom LLC | 19,237 | $1.11M | 0.38% | +40.0% | Added |
| Whittier Trust Co of Nevada Inc | 19,146 | $1.10M | 0.04% | −137−0.7% | Reduced |
| Busey Wealth Management | 18,987 | $1.09M | 0.05% | +1,736+10.1% | Added |
| Sowell Financial Services LLC | 18,962 | $1.09M | 0.08% | −10,594−35.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 18,874 | $1.09M | 0.10% | +540+2.9% | Added |
| Level Four Advisory Services, LLC | 18,843 | $1.08M | 0.07% | −803−4.1% | Reduced |
| West Family Investments, Inc. | 18,791 | $1.08M | 0.43% | −371−1.9% | Reduced |
| Profund Advisors LLC | 18,774 | $1.08M | 0.07% | +1,432+8.3% | Added |
| Traynor Capital Management, Inc. | 18,524 | $1.07M | 0.16% | −412−2.2% | Reduced |
| Bank of Hawaii | 18,392 | $1.06M | 0.06% | +313+1.7% | Added |
| Whittier Trust Co | 18,155 | $1.04M | 0.02% | +1,808+11.1% | Added |
| Greenleaf Trust | 18,130 | $1.04M | 0.01% | +712+4.1% | Added |
| Glenview Trust Co | 18,110 | $1.04M | 0.03% | +333+1.9% | Added |
| Nicholas Hoffman & Company, LLC. | 17,930 | $1.03M | 0.09% | −126−0.7% | Reduced |
| Solstein Capital, LLC | 17,827 | $1.03M | 0.89% | −4,923−21.6% | Reduced |
| Vise Technologies, Inc. | 17,700 | $1.02M | 0.27% | +1,021+6.1% | Added |
| IFP Advisors, Inc | 19,327 | $1.02M | 0.05% | −5,910−23.4% | Reduced |
| Intrua Financial, LLC | 16,739 | $1.01M | 0.21% | −1,429−7.9% | Reduced |
| Headlands Technologies LLC | 17,524 | $1.01M | 0.67% | +17,524 | New |
| Auxier Asset Management | 17,446 | $1.00M | 0.17% | −50−0.3% | Reduced |
| Lee Danner & Bass Inc | 17,230 | $991.0K | 0.09% | −2,000−10.4% | Reduced |
| Epoch Investment Partners, Inc. | 17,177 | $988.4K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 17,137 | $986.0K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 17,110 | $985.0K | 0.07% | +887+5.5% | Added |
| BTC Capital Management, Inc. | 17,209 | $974.6K | 0.11% | −1,344−7.2% | Reduced |
| Rathbone Brothers plc | 16,700 | $960.9K | 0.01% | 00.0% | Unchanged |
| Next Level Private LLC | 16,649 | $958.0K | 0.75% | +25+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 16,574 | $953.7K | 0.04% | +1,259+8.2% | Added |
| Ieq Capital, LLC | 16,533 | $951.3K | 0.02% | +178+1.1% | Added |
| Balentine LLC | 16,502 | $949.5K | 0.03% | +5,642+52.0% | Added |
| Gamco Investors, Inc. Et Al | 16,429 | $945.3K | 0.01% | −967−5.6% | Reduced |
| Stratos Wealth Partners, LTD. | 16,380 | $942.5K | 0.03% | −1,390−7.8% | Reduced |
| Sendero Wealth Management, LLC | 16,374 | $942.2K | 0.29% | +865+5.6% | Added |
| Absher Wealth Management, LLC | 16,291 | $937.4K | 0.16% | −11,566−41.5% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $934.9K | 0.07% | −2,043−11.2% | Reduced |
| Dearborn Partners LLC | 16,239 | $934.4K | 0.04% | +72+0.4% | Added |
| Baker Ellis Asset Management LLC | 16,200 | $932.1K | 0.17% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 16,191 | $931.6K | 0.01% | +557+3.6% | Added |
| HBK Sorce Advisory LLC | 16,046 | $923.3K | 0.04% | +16,046 | New |
| Checchi Capital Advisers, LLC | 15,970 | $918.9K | 0.09% | +1,723+12.1% | Added |
| Marietta Investment Partners LLC | 15,924 | $916.3K | 0.25% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 15,797 | $909.3K | 0.08% | +15,797 | New |
| Swiss Life Asset Management Ltd | 15,784 | $908.2K | 0.01% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 15,757 | $906.7K | 0.03% | −580−3.6% | Reduced |
| Bessemer Group Inc | 15,602 | $898.0K | 0.00% | −1,089−6.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $890.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 15,321 | $881.6K | 0.05% | −2,710−15.0% | Reduced |
| Banco de Sabadell, S.A | 15,256 | $880.0K | 0.73% | +1,130+8.0% | Added |
| Parallel Advisors, LLC | 15,190 | $874.1K | 0.03% | +6,691+78.7% | Added |
| Cyndeo Wealth Partners, LLC | 14,994 | $862.8K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,991 | $862.6K | 0.12% | +1,960+15.0% | Added |
| Summit Global Investments | 14,889 | $857.0K | 0.07% | +187+1.3% | Added |
| Clarius Group, LLC | 14,649 | $842.9K | 0.07% | +224+1.6% | Added |
| Bogart Wealth, LLC | 14,584 | $839.1K | 0.06% | −5,005−25.6% | Reduced |
| Shoker Investment Counsel, Inc. | 14,565 | $838.1K | 0.37% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 14,805 | $837.3K | 0.60% | +5,829+64.9% | Added |
| American Financial Group Inc | 14,500 | $834.0K | 0.26% | 00.0% | Unchanged |
| Wealth Alliance | 14,484 | $833.4K | 0.14% | −3,155−17.9% | Reduced |
| Chesley Taft & Associates LLC | 14,440 | $830.9K | 0.05% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 14,363 | $826.4K | 0.07% | −2,902−16.8% | Reduced |
| Pacific Global Investment Management CO | 14,325 | $824.3K | 0.18% | +651+4.8% | Added |
| Moneta Group Investment Advisors LLC | 14,257 | $820.4K | 0.02% | +143+1.0% | Added |
| Puzo Michael J | 14,250 | $819.9K | 0.27% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 14,004 | $806.0K | 0.36% | +20+0.1% | Added |
| True Wealth Design, LLC | 13,941 | $802.2K | 0.34% | +133+1.0% | Added |