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 |
|---|---|---|---|---|---|
| Pflug Koory, LLC | 490 | $29.6K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 493 | $29.8K | 0.00% | +5+1.0% | Added |
| McClarren Financial Advisors, Inc. | 509 | $30.0K | 0.02% | +509 | New |
| Tortoise Investment Management, LLC | 500 | $30.2K | 0.00% | +100+25.0% | Added |
| BerganKDV Wealth Management, LLC | 544 | $32.8K | 0.00% | −143−20.8% | Reduced |
| Founders Capital Management | 547 | $33.0K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 530 | $33.1K | 0.00% | +130+32.5% | Added |
| Godsey & Gibb Associates | 549 | $33.1K | 0.00% | −600−52.2% | Reduced |
| TD Capital Management LLC | 550 | $33.2K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 551 | $33.3K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 560 | $33.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 598 | $36.1K | 0.00% | +598 | New |
| Nisa Investment Advisors, LLC | 609 | $36.8K | 0.00% | +282+86.2% | Added |
| Institutional & Family Asset Management, LLC | 645 | $38.9K | 0.01% | −141−17.9% | Reduced |
| Colonial Trust Advisors | 658 | $39.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 664 | $40.1K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 665 | $40.2K | 0.01% | +5+0.8% | Added |
| ICA Group Wealth Management, LLC | 676 | $40.8K | 0.01% | −1,796−72.7% | Reduced |
| HHM Wealth Advisors, LLC | 710 | $42.9K | 0.01% | +28+4.1% | Added |
| Resources Management Corp | 721 | $44.0K | 0.01% | −1,979−73.3% | Reduced |
| TFC Financial Management | 741 | $44.7K | 0.01% | +741 | New |
| Bourgeon Capital Management LLC | 750 | $45.3K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 757 | $45.7K | 0.01% | +45+6.3% | Added |
| City State Bank | 780 | $47.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 800 | $48.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 812 | $49.0K | 0.01% | −1−0.1% | Reduced |
| Column Capital Advisors, LLC | 842 | $50.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 848 | $51.0K | 0.03% | +55+6.9% | Added |
| FinTrust Capital Advisors, LLC | 903 | $51.4K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 859 | $52.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 893 | $53.9K | 0.03% | +266+42.4% | Added |
| Nemes Rush Group LLC | 895 | $54.0K | 0.01% | +895 | New |
| Mondrian Investment Partners LTD | 900 | $54.3K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 942 | $57.0K | 0.00% | +146+18.3% | Added |
| Worth Asset Management, LLC | 945 | $57.1K | 0.04% | +317+50.5% | Added |
| CVA Family Office, LLC | 977 | $59.0K | 0.01% | +322+49.2% | Added |
| Cutler Group LP | 981 | $59.0K | 0.01% | −3,263−76.9% | Reduced |
| Arcadia Investment Management Corp | 984 | $59.4K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,038 | $62.7K | 0.02% | −1,641−61.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,041 | $62.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,049 | $63.0K | 0.05% | +196+23.0% | Added |
| First Command Bank | 1,066 | $64.4K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,066 | $64.4K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $66.4K | 0.04% | +50+4.8% | Added |
| Motco | 1,101 | $66.5K | 0.00% | +307+38.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,103 | $66.6K | 0.00% | +145+15.1% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $67.5K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,141 | $68.9K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $73.3K | 0.04% | −23−1.9% | Reduced |
| Baystate Wealth Management LLC | 1,215 | $73.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,243 | $75.1K | 0.03% | +1,243 | New |
| Princeton Global Asset Management LLC | 1,247 | $75.3K | 0.02% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,290 | $77.9K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $78.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $78.5K | 0.04% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,318 | $80.0K | 0.04% | −50−3.7% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,385 | $83.6K | 0.04% | +1,385 | New |
| Citizens National Bank Trust Department | 1,397 | $84.4K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,407 | $85.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,424 | $86.0K | 0.00% | −132−8.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,439 | $86.9K | 0.05% | +593+70.1% | Added |
| Carmichael Hill & Associates, Inc. | 1,455 | $87.9K | 0.04% | 00.0% | Unchanged |
| Union Savings Bank | 1,429 | $88.1K | 0.05% | +1,429 | New |
| Tradition Wealth Management, LLC | 1,504 | $91.0K | 0.01% | +127+9.2% | Added |
| Eagle Bay Advisors LLC | 1,534 | $92.6K | 0.05% | +1+0.1% | Added |
| Webster Bank, N. A. | 1,539 | $92.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,551 | $93.6K | 0.02% | +66+4.4% | Added |
| Clearview Wealth Advisors LLC | 1,559 | $94.1K | 0.10% | +12+0.8% | Added |
| Laurel Wealth Advisors LLC | 1,581 | $95.5K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1,600 | $96.6K | 0.06% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,717 | $103.7K | 0.02% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,786 | $107.8K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 1,838 | $111.0K | 0.05% | −150−7.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,862 | $112.4K | 0.05% | +1,142+158.6% | Added |
| Riverview Trust Co | 1,889 | $114.1K | 0.10% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,910 | $115.3K | 0.01% | +404+26.8% | Added |
| Grove Bank & Trust | 1,922 | $116.0K | 0.02% | −71−3.6% | Reduced |
| Bray Capital Advisors | 1,950 | $117.7K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,985 | $119.9K | 0.02% | −942−32.2% | Reduced |
| McIlrath & Eck, LLC | 1,992 | $120.3K | 0.03% | +120+6.4% | Added |
| Boit C F David | 2,000 | $120.8K | 0.08% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 2,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $125.2K | 0.03% | −200−8.8% | Reduced |
| Highline Wealth Partners LLC | 2,088 | $126.1K | 0.08% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 2,100 | $126.8K | 0.03% | −800−27.6% | Reduced |
| Glassman Wealth Services | 2,140 | $129.2K | 0.02% | −15−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 2,222 | $134.2K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,349 | $142.0K | 0.01% | +54+2.4% | Added |
| BDO Wealth Advisors, LLC | 2,406 | $145.3K | 0.02% | +96+4.2% | Added |
| Endurance Wealth Management, Inc. | 2,436 | $147.0K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 2,500 | $151.0K | 0.04% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 2,501 | $151.0K | 0.06% | +2,501 | New |
| Hexagon Capital Partners LLC | 2,532 | $152.9K | 0.04% | +183+7.8% | Added |
| Baldwin Brothers Inc | 2,540 | $153.4K | 0.01% | −86−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,559 | $154.5K | 0.02% | +136+5.6% | Added |
| AllSquare Wealth Management LLC | 2,700 | $155.2K | 0.10% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2,688 | $162.0K | 0.07% | +2,531+1,612.1% | Added |
| Stonebridge Capital Advisors LLC | 2,691 | $162.5K | 0.02% | +54+2.0% | Added |
| WealthPLAN Partners, LLC | 2,721 | $164.3K | 0.02% | −13−0.5% | Reduced |
| ORG Partners LLC | 2,749 | $166.5K | 0.03% | +2,749 | New |