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 |
|---|---|---|---|---|---|
| Chicago Trust Co NA | 43,619 | $2.63M | 0.63% | −1,794−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 43,812 | $2.65M | 0.00% | +18,349+72.1% | Added |
| Fort Sheridan Advisors LLC | 44,626 | $2.69M | 0.61% | +2,515+6.0% | Added |
| Signaturefd, LLC | 44,815 | $2.71M | 0.07% | −633−1.4% | Reduced |
| Kanawha Capital Management LLC | 45,041 | $2.72M | 0.25% | −1,013−2.2% | Reduced |
| Phoenix Holdings Ltd. | 45,235 | $2.73M | 0.06% | +20,380+82.0% | Added |
| HB Wealth Management, LLC | 45,187 | $2.73M | 0.04% | +18,313+68.1% | Added |
| Colony Group LLC | 45,966 | $2.77M | 0.04% | +190.0% | Added |
| Jackson Square Capital, LLC | 46,234 | $2.79M | 1.12% | −2,040−4.2% | Reduced |
| Gilman Hill Asset Management, LLC | 46,446 | $2.80M | 0.52% | +2,910+6.7% | Added |
| Columbia Asset Management | 46,597 | $2.81M | 0.61% | +525+1.1% | Added |
| JCIC Asset Management Inc. | 46,735 | $2.82M | 1.28% | −510−1.1% | Reduced |
| Cetera Advisors LLC | 47,256 | $2.85M | 0.04% | −9,182−16.3% | Reduced |
| Naviter Wealth, LLC | 47,471 | $2.87M | 0.73% | +4,694+11.0% | Added |
| Trustmark National Bank Trust Department | 47,475 | $2.87M | 0.27% | −17,151−26.5% | Reduced |
| Advisors Asset Management, Inc. | 47,675 | $2.88M | 0.06% | +4,413+10.2% | Added |
| Marble Harbor Investment Counsel, LLC | 47,870 | $2.89M | 0.36% | −1,125−2.3% | Reduced |
| Jarislowsky, Fraser Ltd | 48,172 | $2.91M | 0.02% | −1,160−2.4% | Reduced |
| LSV Asset Management | 48,400 | $2.92M | 0.01% | +48,400 | New |
| Oppenheimer & Co Inc | 49,083 | $2.96M | 0.06% | −8,958−15.4% | Reduced |
| Raymond James Trust N.A. | 49,375 | $2.98M | 0.09% | −943−1.9% | Reduced |
| Sweeney & Michel, LLC | 48,774 | $3.01M | 1.55% | −1,709−3.4% | Reduced |
| Amica Mutual Insurance Co | 49,872 | $3.01M | 0.34% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 50,057 | $3.02M | 0.16% | −1,084−2.1% | Reduced |
| Baker Avenue Asset Management, LP | 50,060 | $3.02M | 0.15% | −50−0.1% | Reduced |
| Madison Asset Management, LLC | 50,136 | $3.03M | 0.04% | −3,054−5.7% | Reduced |
| Kestra Advisory Services, LLC | 50,423 | $3.04M | 0.03% | −300−0.6% | Reduced |
| Credential Qtrade Securities Inc. | 52,201 | $3.15M | 0.20% | −1,146−2.1% | Reduced |
| Susquehanna International Group, LLP | 53,837 | $3.25M | 0.01% | +26,203+94.8% | Added |
| Asio Capital, LLC | 54,317 | $3.28M | 0.80% | +11,867+28.0% | Added |
| Concentric Wealth Management, LLC | 54,516 | $3.29M | 1.05% | −1,487−2.7% | Reduced |
| Blair William & Co | 54,800 | $3.31M | 0.01% | +6,806+14.2% | Added |
| Cardinal Capital Management | 54,939 | $3.32M | 0.67% | −996−1.8% | Reduced |
| Continental Advisors LLC | 55,020 | $3.32M | 2.93% | 00.0% | Unchanged |
| Cetera Investment Advisers | 55,038 | $3.32M | 0.03% | −2,943−5.1% | Reduced |
| Atria Wealth Solutions, Inc. | 55,429 | $3.35M | 0.05% | +4,945+9.8% | Added |
| Meitav Dash Investments Ltd | 55,448 | $3.35M | 0.03% | +55,448 | New |
| Commerce Bank | 55,577 | $3.36M | 0.03% | +5,854+11.8% | Added |
| Cary Street Partners Asset Management LLC | 55,728 | $3.36M | 0.63% | +436+0.8% | Added |
| CWM, LLC | 55,848 | $3.37M | 0.02% | +23,528+72.8% | Added |
| Veriti Management LLC | 56,353 | $3.40M | 0.38% | +562+1.0% | Added |
| Yousif Capital Management, LLC | 57,549 | $3.47M | 0.04% | −932−1.6% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.48M | 0.20% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 57,838 | $3.49M | 1.25% | −440−0.8% | Reduced |
| Jefferies Financial Group Inc. | 58,160 | $3.51M | 0.07% | +44,503+325.9% | Added |
| Richard P Slaughter Associates Inc | 58,646 | $3.54M | 1.02% | +673+1.2% | Added |
| Atria Investments LLC | 58,751 | $3.55M | 0.06% | +205+0.4% | Added |
| Reik & Co., LLC | 58,912 | $3.56M | 0.98% | −670−1.1% | Reduced |
| Weatherly Asset Management L. P. | 59,109 | $3.57M | 0.42% | −2,266−3.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 60,000 | $3.62M | 0.01% | −10,000−14.3% | Reduced |
| Dodge & Cox | 60,213 | $3.64M | 0.00% | −2,700−4.3% | Reduced |
| Brinker Capital Investments, LLC | 61,061 | $3.69M | 0.04% | −706−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 61,061 | $3.69M | 0.04% | −706−1.1% | Reduced |
| Synovus Financial Corp | 61,426 | $3.71M | 0.04% | +6,345+11.5% | Added |
| Beddow Capital Management Inc | 62,765 | $3.79M | 1.93% | −600−0.9% | Reduced |
| Deutsche Bank AG | 63,286 | $3.82M | 0.00% | −22,126−25.9% | Reduced |
| United Capital Financial Advisers, LLC | 64,216 | $3.88M | 0.02% | −3,558−5.2% | Reduced |
| Putnam Investments LLC | 64,300 | $3.88M | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 64,336 | $3.88M | 0.07% | −3,893−5.7% | Reduced |
| Bard Financial Services, Inc. | 64,775 | $3.91M | 0.30% | +1,200+1.9% | Added |
| Adell Harriman & Carpenter Inc | 64,324 | $3.91M | 0.40% | +16,958+35.8% | Added |
| Everett Harris & Co | 64,998 | $3.92M | 0.06% | +34,385+112.3% | Added |
| Huntington National Bank | 65,666 | $3.96M | 0.04% | +2,663+4.2% | Added |
| YHB Investment Advisors, Inc. | 65,908 | $3.98M | 0.37% | +13,000+24.6% | Added |
| Bokf, NA | 67,027 | $4.05M | 0.08% | −39,305−37.0% | Reduced |
| Deltec Asset Management LLC | 67,154 | $4.05M | 0.89% | 00.0% | Unchanged |
| Fiduciary Trust Co | 67,392 | $4.07M | 0.07% | −2,848−4.1% | Reduced |
| JustInvest LLC | 67,660 | $4.09M | 0.13% | +7,623+12.7% | Added |
| Griffin Asset Management, Inc. | 68,399 | $4.13M | 0.56% | +230.0% | Added |
| Royce & Associates LP | 70,000 | $4.23M | 0.04% | +4,000+6.1% | Added |
| MML Investors Services, LLC | 70,096 | $4.23M | 0.02% | +8,185+13.2% | Added |
| Brookmont Capital Management | 70,376 | $4.25M | 2.56% | −108−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 71,431 | $4.31M | 0.08% | +444+0.6% | Added |
| Advocate Group LLC | 72,605 | $4.38M | 0.96% | −1,640−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 73,563 | $4.44M | 0.20% | −1,600−2.1% | Reduced |
| Hedges Asset Management LLC | 74,550 | $4.50M | 3.81% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 75,361 | $4.55M | 0.03% | −1,503−2.0% | Reduced |
| Twin Tree Management, LP | 75,464 | $4.56M | 0.09% | −313,450−80.6% | Reduced |
| Brown Brothers Harriman & Co | 77,480 | $4.68M | 0.04% | −2,610−3.3% | Reduced |
| Bulltick Wealth Management, LLC | 78,274 | $4.73M | 1.11% | +260+0.3% | Added |
| South State Corp. | 78,397 | $4.73M | 0.42% | −3,426−4.2% | Reduced |
| First Trust Advisors LP | 79,081 | $4.77M | 0.01% | −3,894−4.7% | Reduced |
| Viking Fund Management LLC | 80,000 | $4.83M | 0.91% | 00.0% | Unchanged |
| Hiddenite Capital Partners LP | 81,000 | $4.89M | 6.29% | 00.0% | Unchanged |
| Trexquant Investment LP | 83,407 | $5.04M | 0.13% | +49,337+144.8% | Added |
| Nelson Capital Management, LLC | 84,549 | $5.11M | 1.32% | −3,243−3.7% | Reduced |
| Azimuth Capital Investment Management LLC | 85,074 | $5.14M | 0.24% | +639+0.8% | Added |
| Cutler Capital Management, LLC | 85,271 | $5.15M | 2.42% | +1,066+1.3% | Added |
| Kempner Capital Management Inc. | 86,087 | $5.20M | 3.33% | 00.0% | Unchanged |
| Keybank National Association | 86,832 | $5.24M | 0.02% | −1,009−1.1% | Reduced |
| Palogic Value Management, L.P. | 87,133 | $5.26M | 2.47% | −7,439−7.9% | Reduced |
| Clearbridge Investments, LLC | 88,983 | $5.37M | 0.00% | +2,651+3.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.55M | 0.08% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 94,510 | $5.71M | 1.58% | −3,677−3.7% | Reduced |
| tru Independence LLC | 94,600 | $5.71M | 1.88% | −4,228−4.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 96,162 | $5.81M | 0.09% | +190.0% | Added |
| Sawtooth Solutions, LLC | 98,521 | $5.95M | 0.16% | +2,029+2.1% | Added |
| Bleakley Financial Group, LLC | 98,521 | $5.95M | 0.19% | +2,029+2.1% | Added |
| JBF Capital, Inc. | 100,000 | $6.04M | 1.27% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 100,000 | $6.04M | 0.21% | +100,000 | New |