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, Q2 2023
Institutional positions in Shell plc as of Jun 30, 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
- 1,205
- +19 vs. Q1 2023
- Shares held
- 313.7M
- +5.47M (+1.8%) vs. Q1 2023
- Total value
- $18.6B
- +$1.37B (+7.9%) vs. Q1 2023
- New holders
- 93
- 417 more added
- Sold out
- 74
- 422 more reduced
8 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 0 | $16 | 0.00% | 0 | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $544 | 0.00% | −100−91.7% | Reduced |
| Gould Capital, LLC | 10 | $604 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 15 | $906 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 16 | $967 | 0.00% | +16 | Added |
| TD Ameritrade Investment Management, LLC | 23 | $1.00K | 0.00% | −49−68.1% | Reduced |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.15K | 0.00% | +19 | New |
| Richard W. Paul & Associates, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $1.63K | 0.00% | −55−67.1% | Reduced |
| Quintet Private Bank (Europe) S.A. | 32 | $1.92K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 43 | $2.60K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 44 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $2.96K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 50 | $3.02K | 0.00% | +50 | New |
| American National Bank | 52 | $3.14K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $3.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $3.38K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 61 | $3.68K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $3.98K | 0.00% | +1+1.5% | Added |
| Winch Advisory Services, LLC | 65 | $4.00K | 0.00% | +1+1.6% | Added |
| Byrne Asset Management LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 72 | $4.35K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $6.00K | 0.00% | +100 | New |
| Blume Capital Management, Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 101 | $6.10K | 0.00% | +1+1.0% | Added |
| PSI Advisors, LLC | 102 | $6.16K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 104 | $6.25K | 0.00% | −319−75.4% | Reduced |
| Federated Hermes, Inc. | 105 | $6.34K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 112 | $6.76K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 115 | $6.94K | 0.00% | +115 | New |
| Cedar Wealth Management, LLC | 117 | $7.06K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 125 | $7.55K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 133 | $8.03K | 0.02% | +133 | New |
| Coastal Capital Group, Inc. | 140 | $8.45K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $8.45K | 0.00% | +140 | New |
| Jackson, Grant Investment Advisers, Inc. | 142 | $8.57K | 0.00% | +84+144.8% | Added |
| Newbridge Financial Services Group, Inc. | 150 | $9.06K | 0.00% | −100−40.0% | Reduced |
| Global Trust Asset Management, LLC | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 156 | $9.42K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 164 | $9.90K | 0.00% | −43−20.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 186 | $11.2K | 0.01% | +186 | New |
| Stone House Investment Management, LLC | 187 | $11.3K | 0.00% | +1+0.5% | Added |
| Johnson Midwest Financial, LLC | 198 | $12.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 207 | $12.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $12.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 224 | $13.5K | 0.00% | −555−71.2% | Reduced |
| Carolinas Wealth Consulting LLC | 227 | $13.7K | 0.00% | −2−0.9% | Reduced |
| Central Bank & Trust Co | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 231 | $14.0K | 0.01% | −24−9.4% | Reduced |
| JJJ Advisors Inc. | 239 | $14.4K | 0.00% | +56+30.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 239 | $14.4K | 0.01% | +1+0.4% | Added |
| PFG Private Wealth Management, LLC | 250 | $15.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 256 | $15.5K | 0.01% | +2+0.8% | Added |
| Kelly Financial Services LLC | 257 | $15.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 260 | $15.7K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 255 | $15.8K | 0.01% | +3+1.2% | Added |
| Lee Financial Co | 287 | $17.3K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $18.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $18.1K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $18.1K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $18.1K | 0.01% | +83+38.2% | Added |
| Silicon Valley Capital Partners | 305 | $18.4K | 0.00% | +305 | New |
| Larson Financial Group LLC | 306 | $18.5K | 0.00% | −433−58.6% | Reduced |
| Avalon Trust Co | 306 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $18.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 312 | $18.8K | 0.00% | −118−27.4% | Reduced |
| Atticus Wealth Management, LLC | 317 | $19.1K | 0.01% | +42+15.3% | Added |
| Atwood & Palmer Inc | 324 | $19.6K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 327 | $19.7K | 0.02% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 336 | $20.1K | 0.01% | +100+42.4% | Added |
| HighMark Wealth Management LLC | 335 | $20.2K | 0.02% | −2−0.6% | Reduced |
| New England Capital Financial Advisors LLC | 338 | $20.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 344 | $20.8K | 0.00% | +344 | New |
| Turim 21 Investimentos Ltda. | 345 | $20.8K | 0.01% | +345 | New |
| GW&K Investment Management, LLC | 341 | $21.0K | 0.00% | +341 | New |
| WealthPlan Investment Management, LLC | 364 | $22.0K | 0.01% | +60+19.7% | Added |
| Fiduciary Alliance LLC | 372 | $22.5K | 0.00% | +372 | New |
| Plante Moran Financial Advisors, LLC | 374 | $22.6K | 0.00% | +43+13.0% | Added |
| PFS Partners, LLC | 378 | $22.8K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 386 | $23.0K | 0.01% | +386 | New |
| VitalStone Financial, LLC | 405 | $23.0K | 0.01% | +405 | New |
| Mendota Financial Group, LLC | 415 | $25.1K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 420 | $25.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 422 | $25.5K | 0.02% | −73−14.7% | Reduced |
| Buck Wealth Strategies, LLC | 450 | $27.2K | 0.01% | +450 | New |
| JNBA Financial Advisors | 455 | $27.5K | 0.00% | −127−21.8% | Reduced |
| Key Financial Inc | 482 | $29.1K | 0.01% | +1+0.2% | Added |