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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 21,902,043 | $1.32B | 0.73% | +497,450+2.3% | Added |
| FMR LLC | 22,533,363 | $1.36B | 0.11% | +1,359,883+6.4% | Added |
| Dimensional Fund Advisors LP | 23,275,120 | $1.41B | 0.45% | +402,896+1.8% | Added |
| Sofos Investments, Inc. | 60 | – | – | +2+3.4% | Added |
| Quilter Plc | 1,150 | – | – | 00.0% | Unchanged |
| Ruffer LLP | 0 | $0 | 0.00% | −922,600−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −912,797−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −128,977−100.0% | Sold out |
| Pictet Asset Management SA | 0 | $0 | 0.00% | −100,262−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −54,188−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −52,532−100.0% | Sold out |
| United Fire Group Inc | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −28,628−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −27,819−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −26,604−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −23,719−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −17,524−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,260−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,157−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −12,130−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,126−100.0% | Sold out |
| Coerente Capital Management | 0 | $0 | 0.00% | −8,871−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −8,481−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −8,156−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −7,754−100.0% | Sold out |
| Argyle Capital Management Inc. | 0 | $0 | 0.00% | −7,672−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −7,341−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −6,666−100.0% | Sold out |
| Well Done, LLC | 0 | $0 | 0.00% | −6,593−100.0% | Sold out |
| Single Point Partners, LLC | 0 | $0 | 0.00% | −6,402−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −5,740−100.0% | Sold out |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −5,540−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| Van Cleef Asset Management,Inc | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −21,598−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Northwest Bancshares, Inc. | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| Northern Financial Advisors Inc | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −3,572−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −3,507−100.0% | Sold out |
| Goodwin Daniel L | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −3,494−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −3,489−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Syverson Strege & Co | 0 | $0 | 0.00% | −2,478−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,399−100.0% | Sold out |
| Granite FO LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −2,304−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Old North State Trust, LLC | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −737−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Cornerstone Management, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Brown, Lisle/Cummings, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Kalos Management, Inc. | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Fortis Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −116,979−100.0% | Sold out |
| Ibex Wealth Advisors | – | – | – | – | Not filed |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Investment Management of Virginia LLC | – | – | – | – | Not filed |
| Coppell Advisory Solutions Corp. | – | – | – | – | Not filed |
| HighTower Trust Services, LTA | – | – | – | – | Not filed |
| Altman Advisors, Inc. | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |