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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 4,066 | $245.5K | 0.06% | +90+2.3% | Added |
| RDA Financial Network | 4,083 | $246.5K | 0.10% | +10+0.2% | Added |
| Capital Investment Advisory Services, LLC | 4,084 | $246.6K | 0.02% | −598−12.8% | Reduced |
| HM Payson & Co | 4,092 | $247.1K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,093 | $247.1K | 0.06% | −228−5.3% | Reduced |
| Ti-Trust, Inc | 4,104 | $247.8K | 0.23% | +128+3.2% | Added |
| Keel Point, LLC | 4,146 | $250.3K | 0.03% | −119−2.8% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $251.5K | 0.07% | −609−12.8% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,168 | $251.7K | 0.06% | −700−14.4% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $254.0K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 4,233 | $255.6K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,288 | $255.8K | 0.01% | −965−18.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,245 | $256.3K | 0.00% | −58−1.3% | Reduced |
| CRA Financial Services, LLC | 4,255 | $256.9K | 0.07% | 00.0% | Unchanged |
| Ethic Inc. | 4,257 | $257.0K | 0.01% | +136+3.3% | Added |
| Green Square Capital Advisors LLC | 4,260 | $257.2K | 0.03% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $257.6K | 0.24% | 00.0% | Unchanged |
| Advisor OS, LLC | 4,274 | $258.1K | 0.04% | +4,274 | New |
| Global Retirement Partners, LLC | 4,279 | $258.4K | 0.01% | −10.0% | Reduced |
| Tempus Wealth Planning, LLC | 4,282 | $258.5K | 0.12% | −499−10.4% | Reduced |
| Ballew Advisors, Inc | 4,249 | $258.6K | 0.19% | −500−10.5% | Reduced |
| City Holding Co | 4,287 | $258.8K | 0.04% | +60+1.4% | Added |
| Henshaw Capital LLC | 4,303 | $259.8K | 0.01% | 00.0% | Unchanged |
| Smith, Moore & Co. | 4,313 | $260.4K | 0.03% | +489+12.8% | Added |
| Aveo Capital Partners, LLC | 4,345 | $262.4K | 0.03% | +185+4.4% | Added |
| Alliance Wealth Advisors, LLC | 4,351 | $262.7K | 0.19% | +10.0% | Added |
| Indie Asset Partners, LLC | 4,365 | $263.6K | 0.29% | 00.0% | Unchanged |
| Essex Savings Bank | 4,376 | $264.2K | 0.09% | +532+13.8% | Added |
| Washington Trust Co | 4,407 | $266.1K | 0.01% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,432 | $267.6K | 0.06% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,462 | $269.4K | 0.10% | −139−3.0% | Reduced |
| Seven Mile Advisory | 4,488 | $271.0K | 0.32% | +4,488 | New |
| Crescent Grove Advisors, LLC | 4,493 | $271.3K | 0.03% | −1,482−24.8% | Reduced |
| Planned Solutions, Inc. | 4,521 | $273.0K | 0.16% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,423 | $273.0K | 0.13% | −1,276−22.4% | Reduced |
| Carret Asset Management, LLC | 4,536 | $273.9K | 0.04% | 00.0% | Unchanged |
| Schroder Investment Management Group | 4,537 | $273.9K | 0.00% | +64+1.4% | Added |
| Linscomb & Williams, Inc. | 4,544 | $274.4K | 0.01% | +878+23.9% | Added |
| Chatham Capital Group, Inc. | 4,550 | $274.7K | 0.06% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,579 | $276.5K | 0.01% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 4,584 | $276.8K | 0.02% | −144−3.0% | Reduced |
| Kenfarb & Co. | 4,600 | $277.7K | 0.24% | 00.0% | Unchanged |
| SCP Investment, LP | 4,600 | $277.7K | 0.22% | +800+21.1% | Added |
| Financial Management Professionals, Inc. | 4,622 | $279.0K | 0.05% | −521−10.1% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $281.1K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 4,694 | $283.4K | 0.01% | +427+10.0% | Added |
| Integrated Investment Consultants, LLC | 4,696 | $283.5K | 0.09% | +559+13.5% | Added |
| Meyer Handelman Co | 4,700 | $283.8K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,701 | $283.8K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,716 | $284.8K | 0.01% | +51+1.1% | Added |
| Palisade Asset Management, LLC | 4,721 | $285.1K | 0.03% | +4,721 | New |
| Transcend Wealth Collective, LLC | 4,739 | $286.1K | 0.03% | +640+15.6% | Added |
| Bill Few Associates, Inc. | 4,743 | $286.4K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,746 | $286.6K | 0.06% | +66+1.4% | Added |
| Brave Asset Management Inc | 4,800 | $289.8K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,813 | $290.6K | 0.06% | −60−1.2% | Reduced |
| Silverlake Wealth Management LLC | 4,821 | $291.1K | 0.16% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $292.4K | 0.13% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,847 | $292.7K | 0.08% | −735−13.2% | Reduced |
| IHT Wealth Management, LLC | 4,852 | $293.0K | 0.02% | +4,852 | New |
| Shulman DeMeo Asset Management LLC | 4,890 | $295.3K | 0.09% | −130−2.6% | Reduced |
| CFS Investment Advisory Services, LLC | 4,929 | $298.0K | 0.04% | +4,929 | New |
| E&G Advisors, LP | 4,950 | $298.9K | 0.10% | −250−4.8% | Reduced |
| Eads & Heald Wealth Management | 4,944 | $299.0K | 0.15% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,958 | $299.4K | 0.02% | 00.0% | Unchanged |
| TBH Global Asset Management, LLC | 4,972 | $300.2K | 0.06% | −63−1.3% | Reduced |
| Lawson Kroeker Investment Management Inc | 4,975 | $300.4K | 0.07% | −223−4.3% | Reduced |
| Modera Wealth Management, LLC | 4,999 | $301.8K | 0.01% | +697+16.2% | Added |
| RBF Capital, LLC | 5,000 | $301.9K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,046 | $304.7K | 0.08% | −255−4.8% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,050 | $304.9K | 0.18% | +29+0.6% | Added |
| Summit X, LLC | 5,055 | $305.3K | 0.07% | +237+4.9% | Added |
| Apeiron RIA LLC | 5,057 | $305.3K | 0.10% | 00.0% | Unchanged |
| AFS Financial Group, LLC | 5,106 | $308.3K | 0.20% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,113 | $308.7K | 0.12% | +1,503+41.6% | Added |
| Curated Wealth Partners LLC | 5,117 | $309.0K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,157 | $311.4K | 0.23% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 5,191 | $313.4K | 0.01% | +248+5.0% | Added |
| Levin Capital Strategies, L.P. | 5,217 | $315.0K | 0.04% | +5,217 | New |
| Paragon Capital Management LLC | 5,231 | $315.8K | 0.18% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,236 | $316.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,243 | $318.1K | 0.03% | +263+5.3% | Added |
| Principal Street Partners, LLC | 5,281 | $318.9K | 0.08% | 00.0% | Unchanged |
| Aries Wealth Management | 5,301 | $320.1K | 0.12% | −226−4.1% | Reduced |
| Triasima Portfolio Management inc. | 4,005 | $320.2K | 0.02% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,313 | $320.8K | 0.22% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,314 | $320.9K | 0.08% | +56+1.1% | Added |
| Atlas Capital Advisors LLC | 5,319 | $321.2K | 0.05% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,320 | $321.2K | 0.04% | +11+0.2% | Added |
| Sawyer & Company, Inc | 5,366 | $324.0K | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 5,398 | $325.9K | 0.03% | −4,353−44.6% | Reduced |
| International Assets Investment Management, LLC | 5,399 | $326.0K | 0.04% | −573−9.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $326.7K | 0.02% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,413 | $326.8K | 0.05% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,422 | $327.4K | 0.18% | +5,422 | New |
| Ballentine Partners, LLC | 5,501 | $332.1K | 0.01% | +5,501 | New |
| Leonteq Securities AG | 5,502 | $332.2K | 0.03% | −22,564−80.4% | Reduced |
| Fulton Bank, N.A. | 5,513 | $332.9K | 0.02% | −36−0.6% | Reduced |
| Investors Asset Management of Georgia Inc | 5,535 | $334.2K | 0.17% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 5,539 | $334.4K | 0.11% | −210−3.7% | Reduced |