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 |
|---|---|---|---|---|---|
| Mairs & Power Inc | 13,920 | $801.0K | 0.01% | 00.0% | Unchanged |
| Tiaa, FSB | 13,853 | $797.1K | 0.00% | −477−3.3% | Reduced |
| Navellier & Associates Inc | 13,826 | $795.5K | 0.17% | +313+2.3% | Added |
| WNY Asset Management, LLC | 13,789 | $793.4K | 0.19% | +6,417+87.0% | Added |
| Texas Yale Capital Corp. | 13,752 | $791.3K | 0.04% | +114+0.8% | Added |
| First Business Financial Services, Inc. | 13,737 | $790.4K | 0.10% | +1,282+10.3% | Added |
| Wealthspire Advisors, LLC | 13,733 | $790.2K | 0.01% | −3,154−18.7% | Reduced |
| Ameritas Advisory Services, LLC | 13,538 | $788.7K | 0.04% | −5,726−29.7% | Reduced |
| Clearstead Advisors, LLC | 13,668 | $786.5K | 0.06% | +36+0.3% | Added |
| Jefferies Financial Group Inc. | 13,657 | $785.8K | 0.02% | +2,253+19.8% | Added |
| Rodgers Brothers Inc. | 13,600 | $782.5K | 0.15% | −600−4.2% | Reduced |
| Ronald Blue Trust, Inc. | 13,614 | $776.0K | 0.01% | +3,292+31.9% | Added |
| Farmers & Merchants Investments Inc | 13,450 | $773.9K | 0.03% | −1,970−12.8% | Reduced |
| Crewe Advisors LLC | 13,422 | $772.3K | 0.11% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 13,300 | $765.3K | 0.23% | +13,300 | New |
| Sage Rhino Capital LLC | 13,291 | $764.8K | 0.22% | +375+2.9% | Added |
| Pettyjohn, Wood & White, Inc | 13,265 | $763.3K | 0.19% | +130+1.0% | Added |
| Virtu Financial LLC | 13,260 | $763.0K | 0.08% | +13,260 | New |
| Central Trust Co | 13,247 | $762.2K | 0.02% | −300−2.2% | Reduced |
| HRT Financial LP | 13,157 | $757.0K | 0.01% | −33,241−71.6% | Reduced |
| Mission Wealth Management, LP | 13,133 | $755.7K | 0.03% | +190+1.5% | Added |
| CAPROCK Group, Inc. | 13,111 | $754.4K | 0.06% | +2,967+29.2% | Added |
| Sunbelt Securities, Inc. | 12,937 | $749.6K | 0.12% | +218+1.7% | Added |
| Pin Oak Investment Advisors Inc | 12,967 | $746.0K | 0.92% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 12,927 | $744.0K | 0.05% | +21+0.2% | Added |
| Hudson Portfolio Management LLC | 12,915 | $743.1K | 0.83% | −140−1.1% | Reduced |
| Kingsview Wealth Management, LLC | 12,912 | $742.9K | 0.03% | −1,127−8.0% | Reduced |
| Ellsworth Advisors, LLC | 12,872 | $740.6K | 0.26% | +5,069+65.0% | Added |
| GFG Capital, LLC | 12,284 | $739.2K | 0.17% | −695−5.4% | Reduced |
| Segall Bryant & Hamill, LLC | 12,826 | $738.0K | 0.01% | +1,802+16.3% | Added |
| Retirement Planning Co of New England, Inc. | 12,791 | $736.0K | 0.45% | +60.0% | Added |
| Stoneridge Investment Partners LLC | 12,797 | $736.0K | 0.39% | −1,201−8.6% | Reduced |
| TD Private Client Wealth LLC | 12,731 | $732.5K | 0.03% | −1,352−9.6% | Reduced |
| Wambolt & Associates, LLC | 11,958 | $723.6K | 0.26% | +2,708+29.3% | Added |
| Mather Group, LLC. | 12,565 | $723.0K | 0.01% | +1,343+12.0% | Added |
| NVWM, LLC | 12,498 | $719.2K | 0.24% | −201−1.6% | Reduced |
| Barclays PLC | 12,455 | $716.7K | 0.00% | −39,712−76.1% | Reduced |
| Waverton Investment Management Ltd | 12,248 | $704.8K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,240 | $704.3K | 0.13% | +1,135+10.2% | Added |
| DMG Group, LLC | 11,609 | $702.5K | 0.71% | +1,465+14.4% | Added |
| GW Henssler & Associates Ltd | 12,192 | $701.5K | 0.05% | −1,418−10.4% | Reduced |
| Aull & Monroe Investment Management Corp | 12,149 | $699.1K | 0.36% | −301−2.4% | Reduced |
| Hancock Whitney Corp | 12,137 | $699.0K | 0.03% | −188−1.5% | Reduced |
| Strategic Global Advisors, LLC | 12,130 | $698.0K | 0.11% | −522−4.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,115 | $697.1K | 0.03% | +135+1.1% | Added |
| XTX Topco Ltd | 12,012 | $691.2K | 0.14% | −6,875−36.4% | Reduced |
| PFG Investments, LLC | 11,975 | $689.0K | 0.14% | +11,975 | New |
| Eagle Asset Management Inc | 11,971 | $688.0K | 0.00% | +12+0.1% | Added |
| Wade G W & Inc | 11,932 | $687.0K | 0.03% | +591+5.2% | Added |
| Woodmont Investment Counsel LLC | 11,925 | $686.2K | 0.07% | −250−2.1% | Reduced |
| First Manhattan Co | 11,757 | $676.5K | 0.00% | −267−2.2% | Reduced |
| Capital Investment Advisors, LLC | 11,746 | $675.9K | 0.02% | −261−2.2% | Reduced |
| Birmingham Capital Management Co Inc | 11,725 | $674.7K | 0.27% | −1,158−9.0% | Reduced |
| Proequities, Inc. | 11,672 | $671.6K | 0.05% | −126−1.1% | Reduced |
| Toronto Dominion Bank | 11,553 | $665.0K | 0.00% | +1,307+12.8% | Added |
| ETF Store, Inc. | 10,950 | $664.8K | 0.51% | +846+8.4% | Added |
| First Horizon Advisors, Inc. | 11,506 | $662.1K | 0.02% | −1,122−8.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 11,400 | $656.0K | 0.00% | −1,400−10.9% | Reduced |
| Archetype Wealth Partners | 11,357 | $653.0K | 0.13% | −1,943−14.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,320 | $651.4K | 0.01% | −598−5.0% | Reduced |
| Henry James International Management, Inc. | 11,272 | $648.6K | 0.27% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 11,257 | $647.7K | 0.06% | +3,347+42.3% | Added |
| Trust Co of Vermont | 11,213 | $645.2K | 0.05% | −993−8.1% | Reduced |
| Investors Research Corp | 11,207 | $644.9K | 0.17% | −175−1.5% | Reduced |
| Marks Group Wealth Management, Inc | 11,129 | $640.4K | 0.08% | −364−3.2% | Reduced |
| Bradley Foster & Sargent Inc | 11,129 | $640.4K | 0.02% | 00.0% | Unchanged |
| Wrapmanager Inc | 11,022 | $634.2K | 0.20% | +810+7.9% | Added |
| Ironsides Asset Advisors, LLC | 11,002 | $633.1K | 0.29% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11,001 | $633.0K | 0.28% | 00.0% | Unchanged |
| Lido Advisors, LLC | 11,060 | $631.2K | 0.01% | +776+7.5% | Added |
| 9258 Wealth Management, LLC | 10,897 | $627.0K | 0.13% | −117−1.1% | Reduced |
| Arkadios Wealth Advisors | 10,862 | $625.0K | 0.07% | −705−6.1% | Reduced |
| Schnieders Capital Management LLC | 10,860 | $624.9K | 0.14% | −975−8.2% | Reduced |
| Lazard Asset Management LLC | 10,836 | $622.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,686 | $614.8K | 0.02% | +72+0.7% | Added |
| Savant Capital, LLC | 10,642 | $612.3K | 0.01% | +5,319+99.9% | Added |
| Forefront Wealth Management Inc. | 10,625 | $611.3K | 0.80% | +6+0.1% | Added |
| Bank Hapoalim BM | 10,612 | $611.0K | 0.08% | +1,822+20.7% | Added |
| Wealthcare Advisory Partners LLC | 10,516 | $605.1K | 0.03% | +6,016+133.7% | Added |
| Advisors Capital Management, LLC | 10,482 | $603.0K | 0.02% | +673+6.9% | Added |
| Mount Yale Investment Advisors, LLC | 10,373 | $596.9K | 0.07% | −4,215−28.9% | Reduced |
| Pictet Bank & Trust Ltd | 10,300 | $592.7K | 0.41% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10,279 | $591.5K | 0.00% | −127−1.2% | Reduced |
| Venture Visionary Partners LLC | 10,193 | $586.5K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 10,191 | $586.4K | 0.06% | +114+1.1% | Added |
| Eagle Rock Investment Company, LLC | 10,150 | $584.0K | 0.13% | −8,400−45.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 10,126 | $582.8K | 0.18% | +10,126 | New |
| Penbrook Management LLC | 10,100 | $581.2K | 0.46% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,100 | $581.0K | 0.09% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 10,066 | $579.2K | 0.17% | +10,066 | New |
| Welch & Forbes LLC | 10,055 | $578.6K | 0.01% | −186−1.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,045 | $578.0K | 0.06% | +558+5.9% | Added |
| Northwest Capital Management Inc | 10,000 | $575.4K | 0.28% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,489 | $574.2K | 0.00% | +9,489 | New |
| TrinityPoint Wealth, LLC | 9,974 | $573.9K | 0.12% | +299+3.1% | Added |
| Stonegate Investment Group, LLC | 9,962 | $573.2K | 0.02% | +2,042+25.8% | Added |
| Saturna Capital CORP | 9,949 | $572.5K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,900 | $569.6K | 0.05% | −450−4.3% | Reduced |
| Rosenberg Matthew Hamilton | 9,884 | $568.7K | 0.18% | +10.0% | Added |
| NBT Bank N A | 9,850 | $566.8K | 0.08% | 00.0% | Unchanged |