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 |
|---|---|---|---|---|---|
| Mattern Wealth Management LLC | 5,600 | $322.2K | 0.11% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,596 | $322.0K | 0.00% | +980+21.2% | Added |
| Tevis Investment Management | 5,583 | $321.2K | 0.33% | +113+2.1% | Added |
| Lafayette Investments, Inc. | 5,582 | $321.2K | 0.09% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,549 | $319.3K | 0.02% | −610−9.9% | Reduced |
| Susquehanna International Securities, Ltd. | 5,540 | $318.8K | 0.20% | +4+0.1% | Added |
| Investors Asset Management of Georgia Inc | 5,535 | $318.5K | 0.17% | −500−8.3% | Reduced |
| Aries Wealth Management | 5,527 | $318.0K | 0.13% | +240+4.5% | Added |
| Baron Wealth Management LLC | 5,435 | $312.7K | 0.22% | +99+1.9% | Added |
| Southeast Asset Advisors Inc. | 5,413 | $311.5K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $311.3K | 0.02% | +1,400+34.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,402 | $310.8K | 0.15% | +23+0.4% | Added |
| Argonautica Private Wealth Management, Inc | 5,323 | $306.3K | 0.15% | −1,106−17.2% | Reduced |
| Atlas Capital Advisors LLC | 5,319 | $306.1K | 0.05% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 5,316 | $306.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,316 | $305.9K | 0.01% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,313 | $305.7K | 0.20% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,309 | $305.5K | 0.04% | +54+1.0% | Added |
| SevenBridge Financial Group, LLC | 5,301 | $305.0K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,281 | $303.9K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,980 | $302.8K | 0.04% | +352+7.6% | Added |
| Apeiron RIA LLC | 5,057 | $302.8K | 0.10% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,259 | $302.6K | 0.04% | −25−0.5% | Reduced |
| Parkside Financial Bank & Trust | 5,258 | $302.5K | 0.08% | −1,715−24.6% | Reduced |
| Bridges Investment Management Inc | 5,236 | $301.3K | 0.01% | −600−10.3% | Reduced |
| Paragon Capital Management LLC | 5,231 | $301.0K | 0.18% | 00.0% | Unchanged |
| E&G Advisors, LP | 5,200 | $299.2K | 0.11% | −900−14.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,198 | $299.1K | 0.07% | +5,198 | New |
| Woodward Diversified Capital, LLC | 5,157 | $296.7K | 0.23% | +10+0.2% | Added |
| Financial Management Professionals, Inc. | 5,143 | $296.0K | 0.06% | +1,558+43.5% | Added |
| Ropes Wealth Advisors LLC | 5,143 | $295.9K | 0.05% | +346+7.2% | Added |
| Curated Wealth Partners LLC | 5,117 | $294.4K | 0.07% | −1,660−24.5% | Reduced |
| AFS Financial Group, LLC | 5,106 | $293.8K | 0.20% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 5,035 | $289.7K | 0.06% | +5,035 | New |
| Key Client Fiduciary Advisors, LLC | 5,021 | $288.9K | 0.18% | −444−8.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,020 | $288.9K | 0.09% | −920−15.5% | Reduced |
| RBF Capital, LLC | 5,000 | $287.7K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,958 | $285.3K | 0.03% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,943 | $284.4K | 0.01% | +161+3.4% | Added |
| Eads & Heald Wealth Management | 4,944 | $284.0K | 0.14% | +395+8.7% | Added |
| Ballew Advisors, Inc | 4,749 | $283.2K | 0.21% | +8+0.2% | Added |
| StrongBox Wealth, LLC | 4,905 | $282.2K | 0.19% | +4,905 | New |
| Legacy Capital Wealth Partners, LLC | 4,881 | $280.9K | 0.08% | +4,881 | New |
| Confluence Wealth Services, Inc. | 4,873 | $280.4K | 0.07% | +280+6.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $280.1K | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $278.6K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,821 | $277.4K | 0.17% | 00.0% | Unchanged |
| Summit X, LLC | 4,818 | $277.2K | 0.07% | +4,818 | New |
| Brave Asset Management Inc | 4,800 | $276.2K | 0.09% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 4,781 | $275.1K | 0.13% | +4,781 | New |
| J. W. Coons Advisors, LLC | 4,774 | $274.7K | 0.08% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,743 | $272.9K | 0.15% | +50+1.1% | Added |
| BLB&B Advisors, LLC | 4,728 | $272.0K | 0.02% | −2,448−34.1% | Reduced |
| Chicago Capital, LLC | 4,701 | $270.5K | 0.01% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,700 | $270.4K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 4,682 | $269.4K | 0.03% | −2,743−36.9% | Reduced |
| Personal Cfo Solutions, LLC | 4,680 | $269.3K | 0.06% | +183+4.1% | Added |
| Capital Advisors Inc | 4,665 | $268.5K | 0.01% | +27+0.6% | Added |
| Granite Investment Partners, LLC | 4,655 | $267.8K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,607 | $265.1K | 0.01% | +4,607 | New |
| Strategic Financial Concepts, LLC | 4,601 | $264.8K | 0.11% | +4,601 | New |
| Kenfarb & Co. | 4,600 | $264.7K | 0.24% | −1,000−17.9% | Reduced |
| Guyasuta Investment Advisors Inc | 4,600 | $264.7K | 0.02% | +4,600 | New |
| Great Valley Advisor Group, Inc. | 4,595 | $264.5K | 0.01% | −19,782−81.2% | Reduced |
| Compagnie Lombard Odier SCmA | 4,579 | $263.5K | 0.01% | −3,600−44.0% | Reduced |
| Chatham Capital Group, Inc. | 4,550 | $261.8K | 0.06% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $261.0K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,521 | $260.1K | 0.16% | +140+3.2% | Added |
| Schroder Investment Management Group | 4,473 | $257.4K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 4,434 | $255.1K | 0.00% | +2,318+109.5% | Added |
| Abacus Planning Group, Inc. | 4,432 | $255.0K | 0.07% | 00.0% | Unchanged |
| Washington Trust Co | 4,407 | $253.6K | 0.01% | −460−9.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,399 | $253.0K | 0.00% | +4,399 | New |
| Phillips Wealth Planners LLC | 4,098 | $251.5K | 0.33% | +4,098 | New |
| Indie Asset Partners, LLC | 4,365 | $251.2K | 0.29% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,280 | $250.5K | 0.01% | +897+26.5% | Added |
| Alliance Wealth Advisors, LLC | 4,350 | $250.3K | 0.19% | −115−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 4,340 | $249.7K | 0.05% | −764−15.0% | Reduced |
| Duncker Streett & Co Inc | 4,321 | $248.7K | 0.06% | −464−9.7% | Reduced |
| Henshaw Capital LLC | 4,303 | $247.6K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,302 | $247.5K | 0.01% | −354−7.6% | Reduced |
| Jones Financial Companies LLLP | 4,292 | $247.0K | 0.00% | +774+22.0% | Added |
| Flputnam Investment Management Co | 4,267 | $245.5K | 0.01% | +4,267 | New |
| Signature Wealth Management Partners, LLC | 4,267 | $245.5K | 0.23% | 00.0% | Unchanged |
| Keel Point, LLC | 4,265 | $245.4K | 0.04% | −594−12.2% | Reduced |
| Marco Investment Management LLC | 4,263 | $245.3K | 0.03% | +205+5.1% | Added |
| Green Square Capital Advisors LLC | 4,260 | $245.1K | 0.03% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,303 | $245.1K | 0.00% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,255 | $244.8K | 0.07% | 00.0% | Unchanged |
| Cutler Group LP | 4,244 | $244.0K | 0.04% | +3,546+508.0% | Added |
| McAdam, LLC | 4,233 | $243.6K | 0.02% | +4,233 | New |
| City Holding Co | 4,227 | $243.2K | 0.04% | −400−8.6% | Reduced |
| TCWP LLC | 4,224 | $243.0K | 0.05% | −713−14.4% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $242.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,200 | $241.6K | 0.21% | −28−0.7% | Reduced |
| Aveo Capital Partners, LLC | 4,160 | $239.4K | 0.03% | +41+1.0% | Added |
| Integrated Investment Consultants, LLC | 4,137 | $238.0K | 0.07% | +445+12.1% | Added |
| Cadinha & Co LLC | 4,125 | $237.4K | 0.07% | −970−19.0% | Reduced |
| Ethic Inc. | 4,121 | $237.1K | 0.01% | +4,121 | New |
| Blue Barn Wealth, LLC | 4,102 | $236.0K | 0.15% | −373−8.3% | Reduced |