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 |
|---|---|---|---|---|---|
| Mariner, LLC | 319,695 | $19.3M | 0.05% | +12,521+4.1% | Added |
| Skye Global Management LP | 324,000 | $19.6M | 0.55% | +25,500+8.5% | Added |
| Stansberry Asset Management, LLC | 332,381 | $20.1M | 3.68% | −1,294−0.4% | Reduced |
| Hikari Power Ltd | 341,900 | $20.6M | 1.98% | 00.0% | Unchanged |
| Guardian Capital LP | 345,202 | $20.8M | 0.67% | −30,786−8.2% | Reduced |
| SIR Capital Management, L.P. | 348,500 | $21.0M | 2.31% | −38,000−9.8% | Reduced |
| Nicola Wealth Management Ltd. | 350,000 | $21.1M | 2.08% | −77,600−18.1% | Reduced |
| Teilinger Capital Ltd. | 360,000 | $21.7M | 7.87% | +290,800+420.2% | Added |
| Marshall Wace, LLP | 369,846 | $22.3M | 0.05% | +369,846 | New |
| Cantor Fitzgerald, L. P. | 387,473 | $23.4M | 0.54% | −5,253−1.3% | Reduced |
| Foundry Partners, LLC | 393,792 | $23.8M | 1.46% | +26,123+7.1% | Added |
| Kornitzer Capital Management Inc | 401,003 | $24.2M | 0.48% | +10,082+2.6% | Added |
| Ci Investments Inc. | 411,565 | $24.9M | 0.13% | −21,436−5.0% | Reduced |
| Huber Capital Management LLC | 413,889 | $25.0M | 6.01% | +6,800+1.7% | Added |
| CIBC World Markets Inc. | 418,186 | $25.3M | 0.09% | +4,075+1.0% | Added |
| L1 Capital Pty Ltd | 424,252 | $25.6M | 3.08% | +424,252 | New |
| Willis Investment Counsel | 424,838 | $25.7M | 1.67% | +1640.0% | Added |
| Gabelli Funds LLC | 425,100 | $25.7M | 0.19% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 441,047 | $26.6M | 0.05% | +35,218+8.7% | Added |
| TruWealth Advisors, LLC | 464,021 | $28.0M | 2.41% | −2,576−0.6% | Reduced |
| Cambiar Investors LLC | 553,857 | $33.4M | 1.41% | −20,075−3.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $33.6M | 0.81% | 00.0% | Unchanged |
| Verition Fund Management LLC | 556,757 | $33.6M | 0.52% | +31,103+5.9% | Added |
| Penn Davis McFarland Inc | 563,385 | $34.0M | 6.06% | −6,633−1.2% | Reduced |
| Aventail Capital Group, LP | 565,419 | $34.1M | 3.47% | +565,419 | New |
| LPL Financial LLC | 570,495 | $34.4M | 0.02% | +5,452+1.0% | Added |
| Neuberger Berman Group LLC | 575,873 | $34.6M | 0.03% | −31,277−5.2% | Reduced |
| American Century Companies Inc | 581,215 | $35.1M | 0.03% | +59,205+11.3% | Added |
| Bank of Montreal | 580,717 | $35.1M | 0.02% | −171,911−22.8% | Reduced |
| CIBC Private Wealth Group, LLC | 588,763 | $35.5M | 0.08% | +12,344+2.1% | Added |
| ExodusPoint Capital Management, LP | 597,067 | $36.1M | 0.42% | −61,978−9.4% | Reduced |
| CI Private Wealth, LLC | 613,146 | $37.0M | 0.09% | +124,613+25.5% | Added |
| Cullen Capital Management LLC | 665,569 | $40.2M | 0.36% | −54,422−7.6% | Reduced |
| Invesco Ltd. | 670,892 | $40.5M | 0.01% | −30,145−4.3% | Reduced |
| Great Lakes Advisors, LLC | 672,220 | $40.6M | 0.41% | −282,175−29.6% | Reduced |
| Renaissance Technologies LLC | 680,386 | $41.1M | 0.06% | +680,386 | New |
| Russell Investments Group, Ltd. | 705,189 | $42.6M | 0.08% | −87,792−11.1% | Reduced |
| Jennison Associates LLC | 721,499 | $43.6M | 0.04% | +138,689+23.8% | Added |
| Ameriprise Financial Inc | 742,418 | $44.8M | 0.01% | +115,397+18.4% | Added |
| The PNC Financial Services Group, Inc. | 769,445 | $46.5M | 0.04% | +44,982+6.2% | Added |
| Pacer Advisors, Inc. | 787,004 | $47.5M | 0.19% | +608,496+340.9% | Added |
| Energy Income Partners, LLC | 809,766 | $48.9M | 1.04% | +8,852+1.1% | Added |
| Raymond James & Associates | 817,045 | $49.3M | 0.04% | −17,073−2.0% | Reduced |
| 1832 Asset Management L.P. | 819,777 | $49.5M | 0.10% | −8,713−1.1% | Reduced |
| Holocene Advisors, LP | 834,909 | $50.4M | 0.22% | −1,202,023−59.0% | Reduced |
| Alyeska Investment Group, L.P. | 871,987 | $52.7M | 0.40% | +495,294+131.5% | Added |
| Teachers Retirement System of the State of Kentucky | 879,870 | $53.1M | 0.51% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 880,458 | $53.2M | 1.12% | +880,458 | New |
| Letko, Brosseau & Associates Inc | 937,114 | $56.6M | 1.05% | −3,578−0.4% | Reduced |
| Brandywine Global Investment Management, LLC | 955,992 | $57.7M | 0.48% | −55,576−5.5% | Reduced |
| Equity Investment Corp | 960,469 | $58.0M | 1.79% | −16,820−1.7% | Reduced |
| Brandes Investment Partners, LP | 960,922 | $58.0M | 1.17% | +147,056+18.1% | Added |
| Natixis Advisors, L.P. | 969,043 | $58.5M | 0.18% | +25,356+2.7% | Added |
| Van Eck Associates Corp | 995,190 | $60.1M | 0.13% | +205,900+26.1% | Added |
| Macquarie Group Ltd | 1,023,176 | $61.8M | 0.07% | −21,843−2.1% | Reduced |
| Balyasny Asset Management LLC | 1,053,772 | $63.6M | 0.18% | −1,384,576−56.8% | Reduced |
| Boston Partners | 1,066,832 | $64.4M | 0.09% | −85,079−7.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,130,246 | $68.2M | 1.10% | −42,370−3.6% | Reduced |
| JPMorgan Chase & Co | 1,205,422 | $72.8M | 0.01% | −479,051−28.4% | Reduced |
| Envestnet Asset Management Inc | 1,223,243 | $73.9M | 0.03% | −2,959,013−70.8% | Reduced |
| Alliancebernstein L.P. | 1,296,039 | $78.3M | 0.03% | +285,481+28.2% | Added |
| D. E. Shaw & Co., Inc. | 1,435,323 | $86.7M | 0.14% | +1,435,323 | New |
| UBS Group AG | 1,448,954 | $87.5M | 0.04% | −83,733−5.5% | Reduced |
| Silvercrest Asset Management Group LLC | 1,475,988 | $89.1M | 0.64% | +401,115+37.3% | Added |
| Todd Asset Management LLC | 1,497,224 | $90.4M | 2.11% | −1,225−0.1% | Reduced |
| Merewether Investment Management, LP | 1,515,498 | $91.5M | 6.65% | +74,909+5.2% | Added |
| Point72 Asset Management, L.P. | 1,661,650 | $100.3M | 0.35% | −1,671,010−50.1% | Reduced |
| Stifel Financial Corp | 1,846,202 | $111.5M | 0.15% | +107,960+6.2% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $112.2M | 0.11% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,863,891 | $112.5M | 0.42% | −175,264−8.6% | Reduced |
| Nuveen Asset Management, LLC | 1,911,227 | $115.4M | 0.04% | +874,608+84.4% | Added |
| Capital Research Global Investors | 2,009,898 | $121.3M | 0.03% | +1,373+0.1% | Added |
| Westwood Global Investments, LLC | 2,073,434 | $125.2M | 6.16% | +904,844+77.4% | Added |
| Mackenzie Financial Corp | 2,144,363 | $130.5M | 0.20% | −248,881−10.4% | Reduced |
| Wells Fargo & Company | 2,410,525 | $145.5M | 0.04% | +8,024+0.3% | Added |
| Northern Trust Corp | 2,462,661 | $148.7M | 0.03% | −13,282−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,630,755 | $158.7M | 0.61% | +600,980+29.6% | Added |
| Norges Bank | 2,695,680 | $162.8M | 0.03% | −7,400,000−73.3% | Reduced |
| Harding Loevner LP | 2,753,674 | $166.3M | 0.97% | −90,157−3.2% | Reduced |
| Lord, Abbett & Co. LLC | 3,342,682 | $201.8M | 0.69% | −343,632−9.3% | Reduced |
| Royal Bank of Canada | 3,673,113 | $221.8M | 0.06% | −95,909−2.5% | Reduced |
| Amundi | 3,683,091 | $224.2M | 0.11% | +347,908+10.4% | Added |
| Pzena Investment Management LLC | 3,878,156 | $234.2M | 1.00% | +1,400,724+56.5% | Added |
| Bank of New York Mellon Corp | 4,025,987 | $243.1M | 0.05% | +1,151,679+40.1% | Added |
| Goldman Sachs Group Inc | 4,065,178 | $245.5M | 0.06% | −875,768−17.7% | Reduced |
| Millennium Management LLC | 4,179,755 | $252.4M | 0.27% | +549,983+15.2% | Added |
| Mawer Investment Management Ltd. | 4,482,473 | $270.7M | 1.42% | −91,057−2.0% | Reduced |
| 40 North Management LLC | 4,600,000 | $277.7M | 17.39% | +600,000+15.0% | Added |
| Perpetual Ltd | 10,133,975 | $301.9M | 2.59% | +2,5530.0% | Added |
| Price T Rowe Associates Inc | 5,398,527 | $326.0M | 0.05% | +289,303+5.7% | Added |
| Pale Fire Capital SE | 5,432,205 | $328.0M | 32.69% | +5,432,205 | New |
| Franklin Resources Inc | 6,037,648 | $364.6M | 0.17% | −791,573−11.6% | Reduced |
| Orbis Allan Gray Ltd | 6,688,928 | $403.9M | 2.89% | −154,909−2.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,861,683 | $414.3M | 1.54% | +17,880+0.3% | Added |
| Bank of America Corp | 7,298,592 | $440.7M | 0.05% | +149,024+2.1% | Added |
| BlackRock Inc. | 7,369,116 | $444.9M | 0.01% | +386,519+5.5% | Added |
| Wellington Management Group LLP | 7,894,774 | $476.7M | 0.09% | −134,505−1.7% | Reduced |
| Morgan Stanley | 8,971,224 | $541.7M | 0.05% | −150,008−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 12,525,802 | $756.3M | 0.92% | +3,275,843+35.4% | Added |
| Eagle Capital Management LLC | 15,904,914 | $960.3M | 4.31% | +3,090,284+24.1% | Added |