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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 2,773 | $167.4K | 0.00% | −1,519−35.4% | Reduced |
| Avion Wealth | 2,834 | $171.0K | 0.04% | +195+7.4% | Added |
| Salem Investment Counselors Inc | 2,851 | $172.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,918 | $176.2K | 0.02% | −113−3.7% | Reduced |
| United Community Bank | 2,976 | $179.7K | 0.16% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,991 | $180.6K | 0.02% | +6+0.2% | Added |
| Washington Trust Advisors, Inc. | 3,028 | $182.8K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 3,045 | $183.9K | 0.17% | −45−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 3,049 | $184.1K | 0.02% | −17−0.6% | Reduced |
| Thompson Investment Management, Inc. | 3,051 | $184.2K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,127 | $188.8K | 0.00% | +2+0.1% | Added |
| Peoples Financial Services Corp. | 3,150 | $190.2K | 0.09% | −100−3.1% | Reduced |
| RFP Financial Group LLC | 3,180 | $192.0K | 0.08% | +2,250+241.9% | Added |
| Foster Dykema Cabot & Co Inc | 3,225 | $195.0K | 0.02% | +3,225 | New |
| Tompkins Financial Corp | 3,230 | $195.0K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,285 | $198.3K | 0.01% | +1,966+149.1% | Added |
| Fiduciary Group LLC | 3,320 | $200.5K | 0.02% | +3,320 | New |
| Dorchester Wealth Management Co | 3,325 | $200.8K | 0.04% | −4,850−59.3% | Reduced |
| Waldron Private Wealth LLC | 3,330 | $201.1K | 0.01% | −1,277−27.7% | Reduced |
| Lantz Financial LLC | 3,333 | $201.2K | 0.08% | +3,333 | New |
| Goldstone Financial Group, LLC | 3,345 | $202.0K | 0.06% | +3,345 | New |
| Marcum Wealth, LLC | 3,348 | $202.2K | 0.02% | +3,348 | New |
| Merit Financial Group, LLC | 3,355 | $202.6K | 0.01% | +3,355 | New |
| Comerica Securities,inc. | 3,377 | $203.9K | 0.01% | −415−10.9% | Reduced |
| Appleton Partners Inc | 3,375 | $204.0K | 0.02% | +3,375 | New |
| Altfest L J & Co Inc | 3,393 | $205.0K | 0.03% | +3,393 | New |
| Addison Capital Co | 3,402 | $205.0K | 0.15% | +3,402 | New |
| Beacon Financial Advisory LLC | 3,414 | $206.1K | 0.12% | +3,414 | New |
| Horan Securities, Inc. | 3,442 | $207.9K | 0.09% | +113+3.4% | Added |
| PFG Advisors | 3,443 | $207.9K | 0.02% | +3,443 | New |
| Welch Group, LLC | 3,446 | $208.1K | 0.01% | −98−2.8% | Reduced |
| Aptus Capital Advisors, LLC | 3,458 | $208.8K | 0.01% | +3,458 | New |
| Financial Sense Advisors, Inc. | 3,467 | $209.3K | 0.10% | +3,467 | New |
| Monticello Wealth Management, LLC | 3,467 | $209.3K | 0.02% | +3,467 | New |
| Joel Isaacson & Co., LLC | 3,472 | $209.6K | 0.01% | +3,472 | New |
| CFM Wealth Partners LLC | 3,498 | $211.2K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,512 | $212.0K | 0.02% | +3,030+628.6% | Added |
| Weinberger Asset Management, Inc | 3,521 | $212.6K | 0.12% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,521 | $212.6K | 0.06% | −12−0.3% | Reduced |
| Mechanics Bank Trust Department | 3,524 | $212.8K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,532 | $213.3K | 0.04% | +3,532 | New |
| Fidelis Capital Partners, LLC | 3,533 | $213.3K | 0.08% | +3,533 | New |
| BigSur Wealth Management LLC | 3,536 | $213.5K | 0.10% | +3,536 | New |
| Retirement Investment Advisors, Inc. | 3,538 | $213.6K | 0.03% | −358−9.2% | Reduced |
| Tufton Capital Management | 3,545 | $214.0K | 0.05% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,548 | $214.2K | 0.18% | −2,783−44.0% | Reduced |
| Keudell/Morrison Wealth Management | 3,553 | $214.5K | 0.06% | −479−11.9% | Reduced |
| Davis R M Inc | 3,567 | $215.0K | 0.01% | +13+0.4% | Added |
| Delta Asset Management LLC | 3,570 | $215.6K | 0.02% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,585 | $216.5K | 0.04% | +3,585 | New |
| Graves-Light Private Wealth Management, Inc. | 3,604 | $217.6K | 0.03% | +3,604 | New |
| Clear Harbor Asset Management, LLC | 3,618 | $218.5K | 0.02% | +3,618 | New |
| Doliver Advisors, LP | 3,625 | $218.9K | 0.07% | 00.0% | Unchanged |
| Goodman Financial Corp | 3,626 | $218.9K | 0.06% | 00.0% | Unchanged |
| Icon Wealth Partners, LLC | 3,664 | $221.3K | 0.02% | −109−2.9% | Reduced |
| Tranquility Partners, LLC | 3,674 | $221.8K | 0.10% | +3,674 | New |
| Gladstone Institutional Advisory LLC | 3,679 | $222.1K | 0.01% | −285−7.2% | Reduced |
| MBE Wealth Management, LLC | 3,679 | $222.1K | 0.12% | +10.0% | Added |
| Cullinan Associates Inc | 3,700 | $223.4K | 0.01% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,713 | $224.2K | 0.03% | −100−2.6% | Reduced |
| Moloney Securities Asset Management, LLC | 3,723 | $224.8K | 0.04% | −617−14.2% | Reduced |
| GQG Partners LLC | 3,735 | $225.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,743 | $226.0K | 0.07% | +200+5.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,748 | $226.3K | 0.01% | +76+2.1% | Added |
| Boston Trust Walden Corp | 3,748 | $226.3K | 0.00% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 3,755 | $226.7K | 0.06% | −150−3.8% | Reduced |
| Good Life Advisors, LLC | 3,755 | $226.7K | 0.03% | +19+0.5% | Added |
| Tucker Asset Management LLC | 3,772 | $227.8K | 0.07% | −279−6.9% | Reduced |
| First Citizens Bank & Trust Co | 3,777 | $228.1K | 0.00% | +3,777 | New |
| Trinity Legacy Partners, LLC | 3,785 | $228.5K | 0.08% | 00.0% | Unchanged |
| Holderness Investments Co | 3,805 | $229.7K | 0.08% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,822 | $230.8K | 0.15% | −280−6.8% | Reduced |
| Soltis Investment Advisors LLC | 3,834 | $231.5K | 0.03% | +3,834 | New |
| Advance Capital Management, Inc. | 3,848 | $232.3K | 0.03% | +3,848 | New |
| Argent Advisors, Inc. | 3,850 | $232.5K | 0.11% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,867 | $233.5K | 0.02% | +58+1.5% | Added |
| Wealth Quarterback LLC | 3,871 | $233.7K | 0.16% | −329−7.8% | Reduced |
| Foundations Investment Advisors, LLC | 3,886 | $234.7K | 0.01% | +296+8.2% | Added |
| Brighton Jones LLC | 3,887 | $234.7K | 0.01% | +186+5.0% | Added |
| Credit Agricole S A | 3,900 | $235.5K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,911 | $236.1K | 0.01% | +3,911 | New |
| Beverly Hills Private Wealth, LLC | 3,864 | $236.3K | 0.04% | +3,864 | New |
| Sax Wealth Advisors, LLC | 3,919 | $236.6K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $237.0K | 0.00% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,930 | $237.3K | 0.02% | +200+5.4% | Added |
| Chemistry Wealth Management LLC | 3,955 | $238.8K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 3,964 | $239.3K | 0.05% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 3,969 | $239.6K | 0.22% | +3,969 | New |
| NorthCrest Asset Manangement, LLC | 3,979 | $240.2K | 0.01% | +3,979 | New |
| Oakworth Capital, Inc. | 3,980 | $240.3K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 3,982 | $240.4K | 0.03% | −1,964−33.0% | Reduced |
| Zions Bancorporation, N.A. | 3,995 | $241.2K | 0.02% | +73+1.9% | Added |
| TCWP LLC | 3,998 | $241.4K | 0.05% | −226−5.4% | Reduced |
| Cooper Financial Group | 4,008 | $242.0K | 0.06% | +22+0.6% | Added |
| Resonant Capital Advisors, LLC | 4,019 | $242.7K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $242.7K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,040 | $243.9K | 0.32% | −58−1.4% | Reduced |
| Sandbox Financial Partners, LLC | 4,043 | $244.1K | 0.13% | +3+0.1% | Added |
| Cadinha & Co LLC | 4,045 | $244.2K | 0.04% | −80−1.9% | Reduced |
| Marco Investment Management LLC | 4,062 | $245.3K | 0.03% | −201−4.7% | Reduced |