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 |
|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 9,845 | $566.5K | 0.00% | −1,019−9.4% | Reduced |
| Legacy Financial Advisors, Inc. | 9,817 | $564.9K | 0.12% | −194−1.9% | Reduced |
| W Advisors, LLC | 9,764 | $561.8K | 0.46% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,764 | $561.8K | 0.09% | +8+0.1% | Added |
| Independent Financial Group, LLC | 9,763 | $561.8K | 0.04% | +296+3.1% | Added |
| We Are One Seven, LLC | 9,751 | $561.0K | 0.04% | +5,001+105.3% | Added |
| Smithfield Trust Co | 9,766 | $561.0K | 0.04% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,703 | $558.3K | 0.17% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 9,667 | $556.2K | 0.26% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 9,606 | $553.0K | 0.05% | −117−1.2% | Reduced |
| MidWestOne Financial Group, Inc. | 9,600 | $552.4K | 0.12% | +9,600 | New |
| Fruth Investment Management | 9,548 | $549.0K | 0.16% | −25−0.3% | Reduced |
| Inscription Capital, LLC | 9,533 | $548.5K | 0.14% | +874+10.1% | Added |
| Janus Henderson Group PLC | 9,526 | $548.1K | 0.00% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $547.5K | 0.41% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,483 | $545.7K | 0.01% | +838+9.7% | Added |
| Clarus Group, Inc. | 9,438 | $543.1K | 0.51% | +9+0.1% | Added |
| Romano Brothers and Company | 9,428 | $542.5K | 0.08% | −150−1.6% | Reduced |
| Albert D Mason Inc | 9,357 | $538.0K | 0.37% | −48−0.5% | Reduced |
| Diversified Trust Co | 9,319 | $536.2K | 0.02% | +100+1.1% | Added |
| Elevated Capital Advisors, LLC | 9,259 | $532.8K | 0.19% | −1,800−16.3% | Reduced |
| Gryphon Financial Partners LLC | 9,182 | $528.3K | 0.12% | +381+4.3% | Added |
| Williams Jones Wealth Management, LLC. | 9,181 | $528.3K | 0.01% | −186−2.0% | Reduced |
| First Wilshire Securities Management Inc | 9,174 | $528.0K | 0.18% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 9,166 | $527.4K | 0.19% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $523.3K | 0.15% | 00.0% | Unchanged |
| Seed Wealth Management, Inc. | 9,035 | $519.9K | 0.59% | 00.0% | Unchanged |
| Private Trust Co NA | 9,033 | $519.8K | 0.07% | −129−1.4% | Reduced |
| MSH Capital Advisors LLC | 9,009 | $518.4K | 0.22% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,953 | $515.2K | 0.08% | −1,190−11.7% | Reduced |
| Estabrook Capital Management | 8,935 | $514.1K | 0.09% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,934 | $514.0K | 0.04% | +878+10.9% | Added |
| Harbour Investments, Inc. | 8,929 | $513.7K | 0.03% | +369+4.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,911 | $513.0K | 0.02% | −158−1.7% | Reduced |
| Plancorp, LLC | 8,887 | $511.4K | 0.03% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 8,885 | $511.3K | 0.08% | +8,885 | New |
| Verdence Capital Advisors LLC | 8,881 | $511.0K | 0.06% | +142+1.6% | Added |
| Coerente Capital Management | 8,871 | $510.4K | 0.11% | −30,902−77.7% | Reduced |
| Karpas Strategies, LLC | 8,852 | $509.3K | 0.18% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $508.0K | 0.45% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,824 | $507.7K | 0.12% | −53−0.6% | Reduced |
| Nwam LLC | 8,816 | $507.3K | 0.05% | −896−9.2% | Reduced |
| Qtron Investments LLC | 8,798 | $506.2K | 0.10% | +3,974+82.4% | Added |
| Baldwin Investment Management, LLC | 8,779 | $505.1K | 0.09% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,855 | $504.3K | 0.18% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 8,715 | $501.5K | 0.34% | +3,900+81.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 8,660 | $498.3K | 0.11% | −175−2.0% | Reduced |
| Ignite Planners, LLC | 8,195 | $498.3K | 0.20% | +450+5.8% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $495.6K | 0.20% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,580 | $494.0K | 0.04% | +78+0.9% | Added |
| Thrivent Financial for Lutherans | 8,457 | $488.0K | 0.00% | +3,472+69.6% | Added |
| Blueprint Investment Partners LLC | 8,481 | $488.0K | 0.11% | +1,378+19.4% | Added |
| Pinnacle Financial Partners Inc | 8,450 | $486.2K | 0.01% | +53+0.6% | Added |
| Argent Trust Co | 8,399 | $483.3K | 0.03% | −1,235−12.8% | Reduced |
| Philadelphia Trust Co | 8,350 | $480.0K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 8,313 | $478.3K | 0.04% | −972−10.5% | Reduced |
| Change Path, LLC | 8,308 | $478.0K | 0.02% | +145+1.8% | Added |
| Wallace Advisory Group, LLC | 8,253 | $474.9K | 0.36% | +1,241+17.7% | Added |
| Integrated Advisors Network LLC | 8,253 | $474.9K | 0.03% | −480−5.5% | Reduced |
| Gables Capital Management Inc. | 8,240 | $474.1K | 0.33% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 8,175 | $470.4K | 0.10% | −1,450−15.1% | Reduced |
| Sentry LLC | 8,169 | $470.0K | 0.11% | +8,169 | New |
| Jaffetilchin Investment Partners, LLC | 8,156 | $469.3K | 0.05% | +8,156 | New |
| 44 Wealth Management LLC | 8,141 | $468.4K | 0.16% | +198+2.5% | Added |
| Glen Eagle Advisors, LLC | 8,108 | $466.5K | 0.12% | +2,246+38.3% | Added |
| Vaughan David Investments LLC | 8,010 | $461.0K | 0.01% | 00.0% | Unchanged |
| Intrust Bank NA | 7,999 | $460.3K | 0.06% | +1,920+31.6% | Added |
| Alliance Wealth Advisors, LLC | 7,987 | $459.6K | 0.18% | −119−1.5% | Reduced |
| Steel Peak Wealth Management LLC | 7,984 | $459.4K | 0.03% | −2,258−22.0% | Reduced |
| Jacobi Capital Management LLC | 7,929 | $456.2K | 0.05% | −483−5.7% | Reduced |
| Capital Wealth Planning, LLC | 7,920 | $455.7K | 0.01% | +7,920 | New |
| Sheaff Brock Investment Advisors, LLC | 7,914 | $455.4K | 0.05% | +294+3.9% | Added |
| Penserra Capital Management LLC | 7,920 | $455.0K | 0.01% | −20,876−72.5% | Reduced |
| Legacy Wealth Asset Management, LLC | 7,862 | $452.4K | 0.16% | +1,369+21.1% | Added |
| Alhambra Investment Partners LLC | 7,861 | $452.3K | 0.31% | +263+3.5% | Added |
| Cape Cod Five Cents Savings Bank | 7,855 | $452.0K | 0.05% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,844 | $451.3K | 0.38% | +3,712+89.8% | Added |
| Westwood Holdings Group Inc. | 7,770 | $447.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,754 | $446.2K | 0.02% | +686+9.7% | Added |
| Two Sigma Securities, LLC | 7,752 | $446.1K | 0.04% | +1,213+18.6% | Added |
| Headinvest, LLC | 7,685 | $442.2K | 0.10% | +115+1.5% | Added |
| Argyle Capital Management Inc. | 7,672 | $441.4K | 0.16% | −1,400−15.4% | Reduced |
| Northeast Investment Management | 7,628 | $438.9K | 0.03% | +417+5.8% | Added |
| Grimes & Company, Inc. | 7,584 | $436.4K | 0.02% | +54+0.7% | Added |
| Simon Quick Advisors, LLC | 7,558 | $434.9K | 0.05% | −38−0.5% | Reduced |
| Lindbrook Capital, LLC | 7,532 | $433.4K | 0.05% | +161+2.2% | Added |
| PDS Planning, Inc | 7,517 | $432.5K | 0.06% | +3,183+73.4% | Added |
| Stokes Family Office, LLC | 7,516 | $432.5K | 0.05% | −572−7.1% | Reduced |
| Montag A & Associates Inc | 7,403 | $426.0K | 0.03% | −483−6.1% | Reduced |
| CWA Asset Management Group, LLC | 7,400 | $425.8K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,361 | $423.6K | 0.02% | −320−4.2% | Reduced |
| Two Sigma Advisers, LP | 7,360 | $423.5K | 0.00% | −183,700−96.1% | Reduced |
| Credit Suisse AG | 7,341 | $422.4K | 0.00% | −328,024−97.8% | Reduced |
| West Oak Capital, LLC | 7,305 | $420.3K | 0.21% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 7,299 | $420.0K | 0.09% | −238−3.2% | Reduced |
| Drive Wealth Management, LLC | 7,279 | $418.9K | 0.18% | −797−9.9% | Reduced |
| Courier Capital LLC | 7,278 | $418.8K | 0.05% | −200−2.7% | Reduced |
| Sittner & Nelson, LLC | 7,272 | $418.4K | 0.24% | −398−5.2% | Reduced |
| Cozad Asset Management Inc | 7,268 | $418.2K | 0.06% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,267 | $418.1K | 0.06% | +57+0.8% | Added |