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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 7,250 | $417.2K | 0.03% | 00.0% | Unchanged |
| Baxter Bros Inc | 7,245 | $416.9K | 0.07% | +1,000+16.0% | Added |
| StrategIQ Financial Group, LLC | 7,217 | $415.3K | 0.05% | +100+1.4% | Added |
| Cardiff Park Advisors, LLC | 7,208 | $414.7K | 0.05% | +62+0.9% | Added |
| Dynamic Advisor Solutions LLC | 7,203 | $414.5K | 0.02% | −259−3.5% | Reduced |
| Berkshire Asset Management LLC | 7,178 | $413.0K | 0.03% | +7,178 | New |
| Gallacher Capital Management LLC | 7,169 | $412.5K | 0.25% | +1,294+22.0% | Added |
| RMB Capital Management, LLC | 7,089 | $407.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7,083 | $407.6K | 0.06% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,061 | $406.3K | 0.09% | +13+0.2% | Added |
| RSM US Wealth Management LLC | 7,047 | $405.5K | 0.01% | +7,047 | New |
| Rossmore Private Capital | 7,033 | $404.7K | 0.06% | −99−1.4% | Reduced |
| Summit Financial Group Inc | 7,025 | $404.2K | 0.16% | −35−0.5% | Reduced |
| Founders Financial Alliance, LLC | 6,886 | $403.8K | 0.20% | −781−10.2% | Reduced |
| Cambridge Trust Co | 7,000 | $402.8K | 0.02% | −95−1.3% | Reduced |
| Transform Wealth, LLC | 6,989 | $402.2K | 0.04% | −273−3.8% | Reduced |
| Ellerson Group Inc | 6,971 | $401.1K | 0.43% | −1,200−14.7% | Reduced |
| Altshuler Shaham Ltd | 6,940 | $399.3K | 0.01% | +940+15.7% | Added |
| Farmers Trust Co | 6,929 | $398.7K | 0.09% | −900−11.5% | Reduced |
| Coldstream Capital Management Inc | 6,927 | $398.6K | 0.01% | −6−0.1% | Reduced |
| LMCG Investments, LLC | 6,924 | $398.4K | 0.03% | −785−10.2% | Reduced |
| Moody National Bank Trust Division | 6,906 | $397.4K | 0.03% | +368+5.6% | Added |
| Avant Capital LLC | 6,894 | $396.7K | 0.46% | 00.0% | Unchanged |
| Allworth Financial LP | 6,859 | $394.7K | 0.00% | +489+7.7% | Added |
| Gyroscope Capital Management Group, LLC | 6,800 | $391.3K | 0.10% | −39−0.6% | Reduced |
| Cubic Asset Management, LLC | 6,747 | $388.2K | 0.11% | −250−3.6% | Reduced |
| Apexium Financial, LP | 6,736 | $387.6K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 6,718 | $386.6K | 0.09% | −6−0.1% | Reduced |
| First National Trust Co | 6,715 | $386.4K | 0.02% | −301−4.3% | Reduced |
| Hanson & Doremus Investment Management | 6,706 | $386.0K | 0.09% | −274−3.9% | Reduced |
| TCTC Holdings, LLC | 6,686 | $384.7K | 0.02% | +2,804+72.2% | Added |
| Ledyard National Bank | 6,678 | $384.3K | 0.04% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,666 | $383.6K | 0.01% | −27,758−80.6% | Reduced |
| Element Wealth, LLC | 6,657 | $383.1K | 0.29% | +223+3.5% | Added |
| Insight 2811, Inc. | 6,655 | $382.9K | 0.24% | −100−1.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,638 | $382.0K | 0.03% | −308−4.4% | Reduced |
| First Foundation Advisors | 6,604 | $380.0K | 0.02% | +719+12.2% | Added |
| Well Done, LLC | 6,593 | $379.4K | 0.08% | 00.0% | Unchanged |
| New Republic Capital, LLC | 6,567 | $378.5K | 0.29% | +1,097+20.1% | Added |
| Avestar Capital, LLC | 6,571 | $378.1K | 0.08% | +2,305+54.0% | Added |
| SG Americas Securities, LLC | 6,567 | $378.0K | 0.01% | −2,329−26.2% | Reduced |
| Spire Wealth Management | 6,568 | $377.9K | 0.01% | +1,224+22.9% | Added |
| Alpha Omega Wealth Management LLC | 6,550 | $376.9K | 0.07% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 6,544 | $376.5K | 0.51% | 00.0% | Unchanged |
| Altrafin AG | 6,512 | $374.7K | 0.18% | +6,512 | New |
| Birch Hill Investment Advisors LLC | 6,500 | $374.0K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $374.0K | 0.08% | 00.0% | Unchanged |
| Rothschild Investment Corp | 6,497 | $374.0K | 0.03% | +33+0.5% | Added |
| Harbour Capital Advisors, LLC | 6,467 | $373.2K | 0.11% | +512+8.6% | Added |
| NTV Asset Management LLC | 6,450 | $371.1K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $371.0K | 0.25% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 6,428 | $369.9K | 0.16% | +164+2.6% | Added |
| Lincoln National Corp | 6,412 | $369.0K | 0.01% | −1,233−16.1% | Reduced |
| Gagnon Securities LLC | 6,402 | $368.4K | 0.08% | +5+0.1% | Added |
| Single Point Partners, LLC | 6,402 | $368.0K | 0.08% | +761+13.5% | Added |
| Hudson Valley Investment Advisors Inc | 6,385 | $367.4K | 0.05% | +550+9.4% | Added |
| Equitable Holdings, Inc. | 6,382 | $367.2K | 0.01% | +6,382 | New |
| Saxon Interests, Inc. | 6,365 | $366.2K | 0.21% | −500−7.3% | Reduced |
| InTrack Investment Management Inc | 6,146 | $365.7K | 0.34% | +20.0% | Added |
| Pathstone Family Office, LLC | 7,075 | $364.9K | 0.01% | −12,704−64.2% | Reduced |
| Successful Portfolios LLC | 6,331 | $364.3K | 0.23% | −525−7.7% | Reduced |
| Apollon Wealth Management, LLC | 6,329 | $364.2K | 0.02% | −2,142−25.3% | Reduced |
| Sage Mountain Advisors LLC | 6,287 | $361.8K | 0.06% | +6,287 | New |
| AIMZ Investment Advisors, LLC | 6,275 | $361.1K | 0.16% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,257 | $360.1K | 0.03% | −192−3.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,913 | $359.4K | 0.26% | +16+0.3% | Added |
| Principle Wealth Partners LLC | 6,234 | $358.7K | 0.04% | −32−0.5% | Reduced |
| Westmount Partners, LLC | 6,225 | $358.2K | 0.17% | +2,100+50.9% | Added |
| Wealthsource Partners, LLC | 6,190 | $356.2K | 0.02% | −146−2.3% | Reduced |
| Sonora Investment Management Group, LLC | 6,156 | $354.2K | 0.03% | +476+8.4% | Added |
| Beacon Capital Management, LLC | 6,155 | $354.2K | 0.10% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,150 | $353.9K | 0.08% | −300−4.7% | Reduced |
| Texas Capital Bancshares Inc | 6,084 | $350.1K | 0.22% | −14−0.2% | Reduced |
| Hamel Associates, Inc. | 6,050 | $348.8K | 0.12% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 6,031 | $347.0K | 0.05% | +88+1.5% | Added |
| BKD Wealth Advisors, LLC | 6,022 | $346.5K | 0.01% | −8−0.1% | Reduced |
| Roman Butler Fullerton & Co | 5,699 | $346.0K | 0.17% | +1,337+30.7% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $345.2K | 0.05% | 00.0% | Unchanged |
| Private Capital Management, LLC | 6,000 | $345.2K | 0.04% | +6,000 | New |
| Financial Advisory Service, Inc. | 5,997 | $345.1K | 0.04% | −701−10.5% | Reduced |
| Amica Retiree Medical Trust | 5,994 | $345.0K | 0.37% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,975 | $343.8K | 0.04% | −3,234−35.1% | Reduced |
| International Assets Investment Management, LLC | 5,972 | $343.6K | 0.05% | −7,173−54.6% | Reduced |
| Caldwell Trust Co | 5,946 | $342.1K | 0.05% | +173+3.0% | Added |
| Berkeley Capital Partners, LLC | 5,908 | $339.9K | 0.13% | −239−3.9% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,857 | $337.0K | 0.08% | −4,000−40.6% | Reduced |
| Syntal Capital Partners, LLC | 5,810 | $334.3K | 0.12% | +58+1.0% | Added |
| Vontobel Holding Ltd. | 5,810 | $334.3K | 0.00% | −5,810−50.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,800 | $333.7K | 0.01% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,774 | $332.2K | 0.01% | −361−5.9% | Reduced |
| Aspen Grove Capital, LLC | 5,749 | $330.8K | 0.14% | +1,302+29.3% | Added |
| Legacy Capital Group California, Inc. | 5,740 | $330.3K | 0.16% | +5,740 | New |
| Atlantic Union Bankshares Corp | 5,718 | $329.0K | 0.03% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 5,676 | $326.6K | 0.05% | +1,943+52.0% | Added |
| Sawyer & Company, Inc | 5,366 | $326.0K | 0.18% | −193−3.5% | Reduced |
| Private Asset Management Inc | 5,650 | $325.1K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,635 | $324.2K | 0.01% | +5,635 | New |
| Brookstone Capital Management | 5,253 | $323.0K | 0.01% | −1,798−25.5% | Reduced |
| First National Bank of Hutchinson | 5,614 | $323.0K | 0.26% | +227+4.2% | Added |
| Prudent Man Advisors, LLC | 5,620 | $323.0K | 0.13% | 00.0% | Unchanged |