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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 100,448 | $6.07M | 1.18% | −1,514−1.5% | Reduced |
| Eastover Investment Advisors LLC | 101,891 | $6.15M | 3.28% | −942−0.9% | Reduced |
| Heritage Investors Management Corp | 101,918 | $6.15M | 0.25% | −2,444−2.3% | Reduced |
| National Bank of Canada | 102,862 | $6.21M | 0.01% | +4,000+4.0% | Added |
| First Republic Investment Management, Inc. | 103,006 | $6.22M | 0.03% | −125,248−54.9% | Reduced |
| Klingenstein Fields & Co LP | 103,588 | $6.25M | 0.29% | −1,637−1.6% | Reduced |
| Sandy Spring Bank | 103,732 | $6.26M | 0.33% | +1,601+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 104,254 | $6.29M | 0.01% | +2,467+2.4% | Added |
| Augustine Asset Management Inc | 105,377 | $6.36M | 2.94% | −138−0.1% | Reduced |
| Beach Investment Counsel Inc | 106,618 | $6.44M | 0.77% | +11,088+11.6% | Added |
| New England Asset Management Inc | 107,785 | $6.51M | 0.94% | 00.0% | Unchanged |
| Renaissance Group LLC | 110,263 | $6.66M | 0.29% | +2,958+2.8% | Added |
| Prospera Financial Services Inc | 110,754 | $6.69M | 0.26% | +9,583+9.5% | Added |
| Toroso Investments, LLC | 111,577 | $6.74M | 0.20% | +11,719+11.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 112,500 | $6.79M | 0.15% | +112,500 | New |
| TD Waterhouse Canada Inc. | 104,099 | $6.83M | 0.07% | +1,028+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 113,152 | $6.83M | 0.32% | −739−0.6% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $6.87M | 1.67% | 00.0% | Unchanged |
| Leuthold Group, LLC | 116,339 | $7.02M | 0.91% | −4,017−3.3% | Reduced |
| Fifth Third Bancorp | 116,656 | $7.04M | 0.03% | +3,557+3.1% | Added |
| Banco Santander, S.A. | 117,693 | $7.11M | 0.09% | +10,262+9.6% | Added |
| Eagle Global Advisors LLC | 118,950 | $7.18M | 0.47% | +4,923+4.3% | Added |
| Stephens Inc | 119,330 | $7.21M | 0.13% | +17,967+17.7% | Added |
| Glenmede Trust Co NA | 128,194 | $7.38M | 0.04% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 122,537 | $7.40M | 2.40% | +5,687+4.9% | Added |
| Edgemoor Investment Advisors, Inc. | 122,962 | $7.42M | 0.84% | +501+0.4% | Added |
| ARS Wealth Advisors Group, LLC | 123,650 | $7.47M | 1.19% | +1,110+0.9% | Added |
| Regency Capital Management Inc. | 124,789 | $7.53M | 6.55% | +1,469+1.2% | Added |
| Voya Investment Management LLC | 124,934 | $7.54M | 0.01% | +46,424+59.1% | Added |
| Crocodile Capital Partners GmbH | 126,606 | $7.65M | 7.82% | −299,694−70.3% | Reduced |
| Bragg Financial Advisors, Inc | 127,727 | $7.71M | 0.42% | +1,831+1.5% | Added |
| Neville Rodie & Shaw Inc | 128,075 | $7.73M | 0.67% | +2,450+2.0% | Added |
| Thornburg Investment Management Inc | 128,294 | $7.75M | 0.13% | +4,046+3.3% | Added |
| Gemsstock Limited | 128,800 | $7.78M | 5.25% | −115,300−47.2% | Reduced |
| Woodstock Corp | 130,119 | $7.86M | 0.93% | +9,220+7.6% | Added |
| TownSquare Capital, LLC | 133,730 | $8.07M | 0.15% | +14,503+12.2% | Added |
| Pinnacle Associates Ltd | 138,383 | $8.36M | 0.14% | +30,296+28.0% | Added |
| Lodge Hill Capital, LLC | 138,500 | $8.36M | 2.83% | +43,500+45.8% | Added |
| Janney Capital Management LLC | 140,951 | $8.51M | 0.59% | +1,350+1.0% | Added |
| Baird Financial Group, Inc. | 141,098 | $8.52M | 0.02% | +1,718+1.2% | Added |
| Sit Investment Associates Inc | 146,015 | $8.82M | 0.23% | +1,105+0.8% | Added |
| Captrust Financial Advisors | 146,079 | $8.82M | 0.03% | +9,787+7.2% | Added |
| Cerity Partners LLC | 146,700 | $8.86M | 0.03% | +716+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 149,729 | $9.04M | 0.04% | +9,794+7.0% | Added |
| Janney Montgomery Scott LLC | 150,655 | $9.10M | 0.03% | −8,504−5.3% | Reduced |
| Citigroup Inc | 153,569 | $9.27M | 0.01% | −443,407−74.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 156,903 | $9.48M | 0.10% | −4,461−2.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 161,205 | $9.73M | 0.01% | −4,565−2.8% | Reduced |
| Oppenheimer Asset Management Inc. | 164,697 | $9.94M | 0.15% | −19,137−10.4% | Reduced |
| Allied Investment Advisors, LLC | 168,803 | $10.2M | 2.95% | +927+0.6% | Added |
| Stamos Capital Partners, L.P. | 169,000 | $10.2M | 2.39% | +16,120+10.5% | Added |
| Employees Retirement System of Texas | 171,148 | $10.3M | 0.14% | +1,751+1.0% | Added |
| Manning & Napier Group, LLC | 172,765 | $10.4M | 0.12% | +31,171+22.0% | Added |
| SEI Investments Co | 173,966 | $10.5M | 0.02% | +38,673+28.6% | Added |
| Avantax Advisory Services, Inc. | 179,602 | $10.8M | 0.12% | −9,385−5.0% | Reduced |
| Creative Planning | 183,557 | $11.1M | 0.01% | +50,614+38.1% | Added |
| Country Club Bank | 186,160 | $11.1M | 0.89% | −12,262−6.2% | Reduced |
| Crossmark Global Holdings, Inc. | 183,563 | $11.2M | 0.24% | +2,514+1.4% | Added |
| D.A. Davidson & Co. | 185,874 | $11.2M | 0.12% | +8,872+5.0% | Added |
| Edge Capital Group, LLC | 186,680 | $11.3M | 0.65% | −80,024−30.0% | Reduced |
| FineMark National Bank & Trust | 189,371 | $11.4M | 0.47% | −2,646−1.4% | Reduced |
| Scotia Capital Inc. | 189,847 | $11.5M | 0.08% | +2,938+1.6% | Added |
| Tocqueville Asset Management L.P. | 196,984 | $11.9M | 0.21% | −3,750−1.9% | Reduced |
| Cohen Klingenstein LLC | 197,338 | $11.9M | 0.52% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 199,266 | $12.0M | 1.28% | +8,076+4.2% | Added |
| Cubist Systematic Strategies, LLC | 200,463 | $12.1M | 0.13% | +37,887+23.3% | Added |
| Yaupon Capital Management LP | 200,986 | $12.1M | 1.64% | −136,210−40.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 203,850 | $12.3M | 0.45% | −2,701−1.3% | Reduced |
| Van Hulzen Asset Management, LLC | 205,761 | $12.4M | 1.06% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 206,205 | $12.5M | 1.45% | −69,151−25.1% | Reduced |
| Thomas White International Ltd | 207,097 | $12.5M | 2.60% | −11,918−5.4% | Reduced |
| Northwest & Ethical Investments L.P. | 209,891 | $12.7M | 0.41% | −6,010−2.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 212,098 | $12.8M | 0.02% | +8,400+4.1% | Added |
| Mercer Global Advisors Inc | 213,306 | $12.9M | 0.05% | −31,948−13.0% | Reduced |
| Euro Pacific Asset Management, LLC | 219,263 | $13.0M | 2.84% | −1,484−0.7% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $13.3M | 1.48% | 00.0% | Unchanged |
| Truist Financial Corp | 223,741 | $13.5M | 0.02% | −6,864−3.0% | Reduced |
| M&T Bank Corp | 226,873 | $13.7M | 0.05% | −3,358−1.5% | Reduced |
| Becker Capital Management Inc | 235,756 | $14.2M | 0.54% | −78,203−24.9% | Reduced |
| Grandfield & Dodd, LLC | 243,885 | $14.7M | 1.03% | −5,715−2.3% | Reduced |
| Anchor Capital Advisors LLC | 245,870 | $14.8M | 0.39% | −9,618−3.8% | Reduced |
| Citadel Advisors LLC | 246,860 | $14.9M | 0.02% | +242,426+5,467.4% | Added |
| Evergreen Capital Management LLC | 248,120 | $15.0M | 0.63% | +2,788+1.1% | Added |
| Fayez Sarofim & Co | 251,415 | $15.2M | 0.05% | −205,127−44.9% | Reduced |
| Advisor Group Holdings, Inc. | 255,124 | $15.4M | 0.03% | −14,599−5.4% | Reduced |
| Davenport & Co LLC | 255,611 | $15.4M | 0.12% | −6,118−2.3% | Reduced |
| Logan Capital Management Inc | 255,593 | $15.4M | 0.74% | −19,774−7.2% | Reduced |
| South Dakota Investment Council | 261,862 | $15.8M | 0.33% | −18,640−6.6% | Reduced |
| Fort Washington Investment Advisors Inc | 266,667 | $16.1M | 0.12% | −461−0.2% | Reduced |
| First Eagle Investment Management, LLC | 278,591 | $16.8M | 0.04% | +64,158+29.9% | Added |
| PointState Capital LP | 279,674 | $16.9M | 0.64% | −166,616−37.3% | Reduced |
| Wedge Capital Management L L P | 284,747 | $17.2M | 0.27% | −159,137−35.9% | Reduced |
| Gluskin Sheff & Assoc Inc | 577,890 | $17.4M | 1.05% | −220,195−27.6% | Reduced |
| Thomasville National Bank | 291,155 | $17.6M | 1.68% | +11,098+4.0% | Added |
| Cresset Asset Management, LLC | 292,601 | $17.7M | 0.13% | +292,601 | New |
| Raymond James Financial Services Advisors, Inc. | 305,673 | $18.5M | 0.03% | +9,064+3.1% | Added |
| Commonwealth Equity Services, LLC | 306,623 | $18.5M | 0.04% | +11,710+4.0% | Added |
| Jane Street Group, LLC | 312,774 | $18.6M | 0.03% | −63,918−17.0% | Reduced |
| Harvest Portfolios Group Inc. | 313,271 | $18.9M | 0.87% | −9,972−3.1% | Reduced |
| US Bancorp | 318,115 | $19.2M | 0.03% | +2,702+0.9% | Added |