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 |
|---|---|---|---|---|---|
| Northeast Financial Consultants Inc | 7,250 | $437.8K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 7,255 | $438.1K | 0.16% | −24−0.3% | Reduced |
| Courier Capital LLC | 7,258 | $438.2K | 0.03% | −20−0.3% | Reduced |
| Cardiff Park Advisors, LLC | 7,267 | $438.8K | 0.05% | +59+0.8% | Added |
| Cozad Asset Management Inc | 7,268 | $438.8K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7,274 | $439.2K | 0.24% | +20.0% | Added |
| Cape Cod Five Cents Savings Bank | 7,305 | $441.1K | 0.05% | −550−7.0% | Reduced |
| West Oak Capital, LLC | 7,305 | $441.1K | 0.21% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 7,405 | $447.1K | 0.05% | +188+2.6% | Added |
| Equitable Holdings, Inc. | 7,415 | $447.7K | 0.01% | +1,033+16.2% | Added |
| Founders Financial Alliance, LLC | 7,538 | $455.1K | 0.18% | +652+9.5% | Added |
| Allworth Financial LP | 7,547 | $455.7K | 0.00% | +688+10.0% | Added |
| Stonegate Investment Group, LLC | 7,559 | $456.4K | 0.02% | −2,403−24.1% | Reduced |
| Grimes & Company, Inc. | 7,592 | $458.4K | 0.02% | +8+0.1% | Added |
| Northeast Investment Management | 7,628 | $460.6K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 7,680 | $463.0K | 0.01% | −240−3.0% | Reduced |
| Capital Wealth Planning, LLC | 7,680 | $463.7K | 0.01% | −240−3.0% | Reduced |
| Transform Wealth, LLC | 7,704 | $465.2K | 0.04% | +715+10.2% | Added |
| GTS Securities LLC | 7,707 | $465.3K | 0.01% | +7,707 | New |
| Simon Quick Advisors, LLC | 7,713 | $465.7K | 0.04% | +155+2.1% | Added |
| Montag A & Associates Inc | 7,731 | $466.8K | 0.03% | +328+4.4% | Added |
| Gables Capital Management Inc. | 7,740 | $467.3K | 0.31% | −500−6.1% | Reduced |
| NTV Asset Management LLC | 7,754 | $468.2K | 0.08% | +1,304+20.2% | Added |
| Westwood Holdings Group Inc. | 7,770 | $469.0K | 0.00% | 00.0% | Unchanged |
| PDS Planning, Inc | 7,774 | $469.4K | 0.06% | +257+3.4% | Added |
| AlphaQ Advisors LLC | 7,786 | $470.1K | 0.35% | −58−0.7% | Reduced |
| XTX Topco Ltd | 7,799 | $470.9K | 0.08% | −4,213−35.1% | Reduced |
| Wallace Advisory Group, LLC | 8,253 | $474.9K | 0.36% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 7,880 | $475.8K | 0.17% | +18+0.2% | Added |
| Gallacher Capital Management LLC | 7,881 | $475.9K | 0.27% | +712+9.9% | Added |
| Alhambra Investment Partners LLC | 7,891 | $476.5K | 0.31% | +30+0.4% | Added |
| Lincoln National Corp | 7,900 | $477.0K | 0.01% | +1,488+23.2% | Added |
| Harbour Investments, Inc. | 7,911 | $477.6K | 0.02% | −1,018−11.4% | Reduced |
| Clear Street Markets LLC | 8,021 | $484.0K | 0.20% | +8,021 | New |
| Parsons Capital Management Inc | 8,030 | $484.9K | 0.04% | −283−3.4% | Reduced |
| Circle Wealth Management, LLC | 8,063 | $486.8K | 0.06% | +2,387+42.1% | Added |
| 44 Wealth Management LLC | 8,084 | $488.1K | 0.17% | −57−0.7% | Reduced |
| Vaughan David Investments LLC | 8,093 | $489.0K | 0.01% | +83+1.0% | Added |
| Ignite Planners, LLC | 8,215 | $490.0K | 0.19% | +20+0.2% | Added |
| Stokes Family Office, LLC | 8,120 | $490.3K | 0.06% | +604+8.0% | Added |
| Sentry LLC | 8,169 | $493.2K | 0.11% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 8,187 | $494.3K | 0.00% | −1,302−13.7% | Reduced |
| Alliance Wealth Advisors, LLC | 8,189 | $494.5K | 0.18% | +202+2.5% | Added |
| Argent Trust Co | 8,219 | $496.3K | 0.03% | −180−2.1% | Reduced |
| CWA Asset Management Group, LLC | 8,247 | $498.0K | 0.03% | +847+11.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,250 | $498.1K | 0.05% | +336+4.2% | Added |
| Philadelphia Trust Co | 8,350 | $504.0K | 0.05% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,455 | $510.5K | 0.17% | −711−7.8% | Reduced |
| Boston Family Office LLC | 8,580 | $518.0K | 0.04% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 8,613 | $520.1K | 0.21% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,660 | $522.9K | 0.11% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8,680 | $524.0K | 0.02% | −231−2.6% | Reduced |
| Albert D Mason Inc | 8,707 | $526.0K | 0.36% | −650−6.9% | Reduced |
| Pinnacle Financial Partners Inc | 8,739 | $527.7K | 0.01% | +289+3.4% | Added |
| Baldwin Investment Management, LLC | 8,779 | $530.1K | 0.09% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,714 | $530.3K | 0.12% | −110−1.2% | Reduced |
| Qtron Investments LLC | 8,798 | $531.2K | 0.10% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $533.0K | 0.33% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,852 | $534.5K | 0.06% | −29−0.3% | Reduced |
| Karpas Strategies, LLC | 8,852 | $534.5K | 0.18% | 00.0% | Unchanged |
| Plancorp, LLC | 8,887 | $536.6K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8,899 | $537.0K | 0.01% | +3,583+67.4% | Added |
| Bartlett & Co. Wealth Management LLC | 8,899 | $537.3K | 0.01% | +3,583+67.4% | Added |
| Intrust Bank NA | 8,915 | $538.3K | 0.07% | +916+11.5% | Added |
| Estabrook Capital Management | 8,935 | $539.5K | 0.09% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,962 | $541.1K | 0.07% | +9+0.1% | Added |
| Inscription Capital, LLC | 8,993 | $543.0K | 0.17% | −540−5.7% | Reduced |
| Stoneridge Investment Partners LLC | 8,985 | $543.0K | 0.24% | −3,812−29.8% | Reduced |
| MSH Capital Advisors LLC | 9,009 | $544.0K | 0.20% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 9,015 | $544.3K | 0.36% | +300+3.4% | Added |
| Private Capital Management, LLC | 9,024 | $544.9K | 0.07% | +3,024+50.4% | Added |
| Change Path, LLC | 9,030 | $545.0K | 0.03% | +722+8.7% | Added |
| Harrell Investment Partners, LLC | 9,032 | $545.3K | 0.18% | +177+2.0% | Added |
| Seed Wealth Management, Inc. | 9,035 | $545.5K | 0.58% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,091 | $548.9K | 0.01% | −90−1.0% | Reduced |
| First Wilshire Securities Management Inc | 9,174 | $554.0K | 0.19% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 9,187 | $554.7K | 0.04% | +253+2.8% | Added |
| Gryphon Financial Partners LLC | 9,191 | $555.0K | 0.12% | +9+0.1% | Added |
| Romano Brothers and Company | 9,229 | $557.2K | 0.08% | −199−2.1% | Reduced |
| Elevated Capital Advisors, LLC | 9,259 | $559.1K | 0.19% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9,281 | $560.4K | 0.09% | −483−4.9% | Reduced |
| Saturna Capital CORP | 9,299 | $561.5K | 0.01% | −650−6.5% | Reduced |
| Wrapmanager Inc | 9,371 | $565.8K | 0.17% | −1,651−15.0% | Reduced |
| Clarus Group, Inc. | 9,446 | $570.4K | 0.42% | +8+0.1% | Added |
| Private Trust Co NA | 9,492 | $573.1K | 0.07% | +459+5.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $574.5K | 0.40% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $574.6K | 0.15% | +421+4.6% | Added |
| Janus Henderson Group PLC | 9,526 | $575.2K | 0.00% | 00.0% | Unchanged |
| Fruth Investment Management | 9,548 | $576.0K | 0.16% | 00.0% | Unchanged |
| Diversified Trust Co | 9,615 | $580.6K | 0.02% | +296+3.2% | Added |
| Gradient Investments LLC | 9,649 | $582.6K | 0.02% | +166+1.8% | Added |
| Pictet Bank & Trust Ltd | 9,670 | $583.9K | 0.48% | −630−6.1% | Reduced |
| Diligent Investors, LLC | 9,728 | $587.4K | 0.17% | +25+0.3% | Added |
| W Advisors, LLC | 9,764 | $589.5K | 0.46% | 00.0% | Unchanged |
| Smithfield Trust Co | 9,766 | $591.0K | 0.04% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,800 | $591.7K | 0.05% | −100−1.0% | Reduced |
| Schulhoff & Co Inc | 9,817 | $592.8K | 0.28% | +150+1.6% | Added |
| NBT Bank N A | 9,850 | $594.7K | 0.08% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,886 | $596.9K | 0.20% | +20.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,892 | $597.3K | 0.00% | +47+0.5% | Added |