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 |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 5,541 | $334.6K | 0.21% | +106+2.0% | Added |
| Mattern Wealth Management LLC | 5,600 | $338.1K | 0.10% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,620 | $339.0K | 0.13% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,618 | $339.2K | 0.01% | +2,100+59.7% | Added |
| Private Asset Management Inc | 5,650 | $341.1K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,718 | $345.3K | 0.03% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,719 | $345.3K | 0.12% | −189−3.2% | Reduced |
| Prio Wealth Limited Partnership | 5,774 | $348.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,795 | $349.9K | 0.04% | −1,737−23.1% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,800 | $350.2K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 5,804 | $350.4K | 0.34% | +221+4.0% | Added |
| Vontobel Holding Ltd. | 5,810 | $350.9K | 0.00% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,812 | $350.9K | 0.03% | −445−7.1% | Reduced |
| Advisors Capital Management, LLC | 5,835 | $352.0K | 0.01% | −4,647−44.3% | Reduced |
| Naples Global Advisors, LLC | 5,837 | $352.4K | 0.04% | +578+11.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,855 | $353.5K | 0.16% | +453+8.4% | Added |
| First National Bank of Hutchinson | 5,857 | $353.6K | 0.26% | +243+4.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,881 | $355.3K | 0.00% | +1,934+49.0% | Added |
| Thrivent Financial for Lutherans | 5,984 | $358.0K | 0.00% | −2,473−29.2% | Reduced |
| Probity Advisors, Inc. | 5,992 | $361.8K | 0.08% | +5,992 | New |
| Amica Retiree Medical Trust | 5,994 | $362.0K | 0.40% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $362.3K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,011 | $363.0K | 0.05% | +14+0.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,044 | $364.9K | 0.00% | +448+8.0% | Added |
| Hamel Associates, Inc. | 6,050 | $365.4K | 0.13% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,937 | $366.9K | 0.27% | +24+0.4% | Added |
| Fairfield, Bush & Co. | 6,076 | $366.9K | 0.10% | +6,076 | New |
| Texas Capital Bancshares Inc | 6,084 | $367.4K | 0.20% | 00.0% | Unchanged |
| Bank Hapoalim BM | 6,093 | $368.0K | 0.05% | −4,519−42.6% | Reduced |
| BKD Wealth Advisors, LLC | 6,096 | $368.1K | 0.01% | +74+1.2% | Added |
| Alpha Omega Wealth Management LLC | 6,120 | $369.5K | 0.06% | −430−6.6% | Reduced |
| Cordatus Wealth Management LLC | 6,148 | $371.0K | 0.14% | +6,148 | New |
| Summit Financial Wealth Advisors, LLC | 6,150 | $371.3K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,155 | $371.7K | 0.10% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,170 | $372.5K | 0.02% | −20−0.3% | Reduced |
| Venture Visionary Partners LLC | 6,193 | $373.9K | 0.02% | −4,000−39.2% | Reduced |
| Independence Bank of Kentucky | 6,203 | $374.5K | 0.15% | −225−3.5% | Reduced |
| Farmers Trust Co | 6,210 | $375.0K | 0.08% | −719−10.4% | Reduced |
| Principle Wealth Partners LLC | 6,234 | $376.4K | 0.04% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,246 | $377.1K | 0.03% | +90+1.5% | Added |
| AIMZ Investment Advisors, LLC | 6,275 | $378.9K | 0.16% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 6,301 | $380.5K | 0.02% | −1,060−14.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,620 | $381.0K | 0.01% | −6,994−51.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 6,335 | $382.5K | 0.05% | −50−0.8% | Reduced |
| Sage Mountain Advisors LLC | 6,347 | $383.2K | 0.05% | +60+1.0% | Added |
| Buckley Wealth Management, LLC | 6,358 | $383.9K | 0.13% | +6,358 | New |
| Geneos Wealth Management Inc. | 6,360 | $384.0K | 0.02% | +2,968+87.5% | Added |
| Saxon Interests, Inc. | 6,365 | $384.3K | 0.21% | 00.0% | Unchanged |
| Gagnon Securities LLC | 6,394 | $386.1K | 0.08% | −8−0.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 6,433 | $388.4K | 0.09% | +576+9.8% | Added |
| Beaton Management Co. Inc. | 6,450 | $389.0K | 0.25% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 6,458 | $389.9K | 0.51% | −86−1.3% | Reduced |
| Hanson & Doremus Investment Management | 6,456 | $390.0K | 0.08% | −250−3.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $392.5K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $392.5K | 0.07% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,574 | $396.9K | 0.02% | −112−1.7% | Reduced |
| First National Trust Co | 6,592 | $398.0K | 0.02% | −123−1.8% | Reduced |
| Westmount Partners, LLC | 6,592 | $398.0K | 0.17% | +367+5.9% | Added |
| Anchor Investment Management, LLC | 6,608 | $399.0K | 0.05% | −475−6.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,619 | $399.7K | 0.03% | −19−0.3% | Reduced |
| Altshuler Shaham Ltd | 6,639 | $400.9K | 0.01% | −301−4.3% | Reduced |
| Insight 2811, Inc. | 6,655 | $401.8K | 0.22% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,694 | $404.2K | 0.28% | +37+0.6% | Added |
| Eudaimonia Partners, LLC | 6,716 | $405.5K | 0.09% | −20.0% | Reduced |
| Ledyard National Bank | 6,718 | $405.6K | 0.04% | +40+0.6% | Added |
| BFT Financial Group, LLC | 6,725 | $406.0K | 0.05% | −2,160−24.3% | Reduced |
| Apexium Financial, LP | 6,736 | $406.7K | 0.04% | 00.0% | Unchanged |
| First Foundation Advisors | 6,740 | $407.0K | 0.02% | +136+2.1% | Added |
| Cubic Asset Management, LLC | 6,747 | $407.4K | 0.11% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,755 | $407.9K | 0.01% | −292−4.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,768 | $408.6K | 0.18% | +1,445+27.1% | Added |
| Avestar Capital, LLC | 6,781 | $409.4K | 0.07% | +210+3.2% | Added |
| New Republic Capital, LLC | 6,799 | $410.5K | 0.29% | +232+3.5% | Added |
| LMCG Investments, LLC | 6,802 | $410.7K | 0.03% | −122−1.8% | Reduced |
| Harbour Capital Advisors, LLC | 6,750 | $410.8K | 0.12% | +283+4.4% | Added |
| Rothschild Investment Corp | 6,799 | $411.0K | 0.03% | +302+4.6% | Added |
| Gyroscope Capital Management Group, LLC | 6,827 | $412.2K | 0.10% | +27+0.4% | Added |
| InTrack Investment Management Inc | 6,830 | $412.4K | 0.34% | +684+11.1% | Added |
| Two Sigma Securities, LLC | 6,850 | $413.6K | 0.03% | −902−11.6% | Reduced |
| Spire Wealth Management | 6,877 | $415.2K | 0.02% | +309+4.7% | Added |
| StrongBox Wealth, LLC | 6,890 | $416.0K | 0.26% | +1,985+40.5% | Added |
| Avant Capital LLC | 6,894 | $416.3K | 0.46% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,906 | $417.0K | 0.03% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 6,923 | $418.0K | 0.07% | +1,780+34.6% | Added |
| Cambridge Trust Co | 6,950 | $419.6K | 0.02% | −50−0.7% | Reduced |
| One Wealth Advisors, LLC | 6,954 | $419.9K | 0.09% | −107−1.5% | Reduced |
| Ellerson Group Inc | 6,971 | $420.9K | 0.40% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 6,978 | $421.3K | 0.08% | −321−4.4% | Reduced |
| Summit Financial Group Inc | 7,025 | $424.2K | 0.16% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,033 | $424.7K | 0.06% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,054 | $426.0K | 0.00% | +487+7.4% | Added |
| Dynamic Advisor Solutions LLC | 7,056 | $426.1K | 0.02% | −147−2.0% | Reduced |
| Headinvest, LLC | 6,852 | $427.7K | 0.09% | −833−10.8% | Reduced |
| Baxter Bros Inc | 7,095 | $428.4K | 0.06% | −150−2.1% | Reduced |
| RMB Capital Management, LLC | 7,101 | $428.8K | 0.01% | +12+0.2% | Added |
| Berkshire Asset Management LLC | 7,118 | $429.8K | 0.03% | −60−0.8% | Reduced |
| Coldstream Capital Management Inc | 7,153 | $431.9K | 0.01% | +226+3.3% | Added |
| Jacobi Capital Management LLC | 7,203 | $434.9K | 0.05% | −726−9.2% | Reduced |
| Ausdal Financial Partners, Inc. | 7,223 | $436.1K | 0.06% | −44−0.6% | Reduced |
| Syntal Capital Partners, LLC | 7,246 | $437.6K | 0.18% | +1,436+24.7% | Added |