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 |
|---|---|---|---|---|---|
| TrinityPoint Wealth, LLC | 9,950 | $600.8K | 0.12% | −24−0.2% | Reduced |
| Meridian Wealth Management, LLC | 9,972 | $602.1K | 0.05% | −4,391−30.6% | Reduced |
| Northwest Capital Management Inc | 10,000 | $603.8K | 0.25% | 00.0% | Unchanged |
| Welch & Forbes LLC | 10,035 | $605.9K | 0.01% | −20−0.2% | Reduced |
| Glen Eagle Advisors, LLC | 10,088 | $609.1K | 0.14% | +1,980+24.4% | Added |
| Penbrook Management LLC | 10,100 | $609.8K | 0.44% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,100 | $609.8K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,151 | $612.9K | 0.04% | +388+4.0% | Added |
| Eagle Rock Investment Company, LLC | 10,150 | $617.2K | 0.13% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 10,285 | $621.0K | 0.16% | +219+2.2% | Added |
| Integrated Advisors Network LLC | 10,350 | $624.9K | 0.04% | +2,097+25.4% | Added |
| MidWestOne Financial Group, Inc. | 10,390 | $627.3K | 0.14% | +790+8.2% | Added |
| PFG Investments, LLC | 10,401 | $628.0K | 0.11% | −1,574−13.1% | Reduced |
| Wolverine Trading, LLC | 10,508 | $628.9K | 0.01% | −20,377−66.0% | Reduced |
| Wealthcare Advisory Partners LLC | 10,438 | $630.3K | 0.03% | −78−0.7% | Reduced |
| 9258 Wealth Management, LLC | 10,440 | $630.4K | 0.12% | −457−4.2% | Reduced |
| Two Sigma Advisers, LP | 10,500 | $634.0K | 0.00% | +3,140+42.7% | Added |
| Baker Tilly Wealth Management, LLC | 10,575 | $638.5K | 0.07% | +530+5.3% | Added |
| Forefront Wealth Management Inc. | 10,630 | $641.8K | 0.85% | +50.0% | Added |
| Legacy Financial Advisors, Inc. | 10,690 | $645.5K | 0.12% | +873+8.9% | Added |
| Apollon Wealth Management, LLC | 10,723 | $647.5K | 0.03% | +4,394+69.4% | Added |
| Trust Co of Vermont | 10,739 | $648.4K | 0.04% | −474−4.2% | Reduced |
| Arete Wealth Advisors, LLC | 10,759 | $650.0K | 0.06% | +1,153+12.0% | Added |
| Arkadios Wealth Advisors | 10,803 | $652.3K | 0.08% | −59−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,808 | $652.6K | 0.00% | +529+5.1% | Added |
| Schnieders Capital Management LLC | 10,810 | $652.7K | 0.14% | −50−0.5% | Reduced |
| Mutual Advisors, LLC | 10,814 | $652.9K | 0.02% | +5,179+91.9% | Added |
| Lazard Asset Management LLC | 10,830 | $653.0K | 0.00% | −6−0.1% | Reduced |
| Evoke Wealth, LLC | 10,821 | $653.4K | 0.02% | +135+1.3% | Added |
| Ironsides Asset Advisors, LLC | 11,002 | $657.4K | 0.28% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 10,914 | $659.0K | 0.08% | −215−1.9% | Reduced |
| Crawford Investment Counsel Inc | 10,970 | $662.4K | 0.01% | +10,970 | New |
| Nwam LLC | 10,977 | $662.8K | 0.05% | +2,161+24.5% | Added |
| Kozak & Associates, Inc. | 11,001 | $669.5K | 0.27% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,129 | $672.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 11,157 | $673.7K | 0.17% | −50−0.4% | Reduced |
| Ameritas Advisory Services, LLC | 11,336 | $676.2K | 0.09% | −2,202−16.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,202 | $676.4K | 0.01% | −118−1.0% | Reduced |
| First Horizon Advisors, Inc. | 11,208 | $676.8K | 0.02% | −298−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 11,209 | $676.8K | 0.06% | −48−0.4% | Reduced |
| Archetype Wealth Partners | 11,269 | $680.0K | 0.13% | −88−0.8% | Reduced |
| Henry James International Management, Inc. | 11,272 | $680.6K | 0.30% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,673 | $689.6K | 0.01% | −108,327−94.2% | Reduced |
| Coulter & Justus Financial Services, LLC | 11,523 | $695.8K | 0.47% | −26,623−69.8% | Reduced |
| Kovack Advisors, Inc. | 11,529 | $696.1K | 0.09% | −3,462−23.1% | Reduced |
| DMG Group, LLC | 11,535 | $696.5K | 0.70% | −74−0.6% | Reduced |
| Eagle Asset Management Inc | 11,540 | $696.8K | 0.00% | −431−3.6% | Reduced |
| apricus wealth, LLC | 11,480 | $698.1K | 0.61% | +11,480 | New |
| CAPROCK Group, Inc. | 11,608 | $700.9K | 0.05% | −1,503−11.5% | Reduced |
| DFPG Investments, LLC | 11,368 | $701.7K | 0.06% | +1,177+11.5% | Added |
| ETF Store, Inc. | 11,524 | $703.4K | 0.49% | +574+5.2% | Added |
| Proequities, Inc. | 11,719 | $707.6K | 0.05% | +47+0.4% | Added |
| Birmingham Capital Management Co Inc | 11,730 | $708.3K | 0.30% | +50.0% | Added |
| Moneta Group Investment Advisors LLC | 11,798 | $712.4K | 0.02% | −2,459−17.2% | Reduced |
| Woodmont Investment Counsel LLC | 11,825 | $714.0K | 0.07% | −100−0.8% | Reduced |
| Pacific Global Investment Management CO | 11,932 | $720.5K | 0.15% | −2,393−16.7% | Reduced |
| Capital Investment Advisors, LLC | 11,963 | $722.3K | 0.02% | +217+1.8% | Added |
| Steel Peak Wealth Management LLC | 12,102 | $730.7K | 0.04% | +4,118+51.6% | Added |
| GW Henssler & Associates Ltd | 12,137 | $732.8K | 0.05% | −55−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 12,149 | $733.6K | 0.37% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12,211 | $737.0K | 0.82% | −756−5.8% | Reduced |
| Wade G W & Inc | 12,214 | $737.0K | 0.03% | +282+2.4% | Added |
| Oxbow Advisors, LLC | 12,240 | $739.1K | 0.12% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 12,248 | $739.5K | 0.02% | 00.0% | Unchanged |
| GFG Capital, LLC | 12,284 | $741.7K | 0.14% | 00.0% | Unchanged |
| Balentine LLC | 12,297 | $742.5K | 0.02% | −4,205−25.5% | Reduced |
| TD Private Client Wealth LLC | 12,305 | $743.0K | 0.03% | −426−3.3% | Reduced |
| Savant Capital, LLC | 12,357 | $746.1K | 0.01% | +1,715+16.1% | Added |
| Farmers & Merchants Investments Inc | 12,420 | $749.9K | 0.03% | −1,030−7.7% | Reduced |
| Profund Advisors LLC | 12,491 | $754.2K | 0.04% | −6,283−33.5% | Reduced |
| First Manhattan Co | 12,507 | $755.2K | 0.00% | +750+6.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,572 | $759.1K | 0.00% | +1,172+10.3% | Added |
| Retirement Planning Co of New England, Inc. | 12,718 | $767.9K | 0.44% | −73−0.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 12,806 | $773.2K | 0.06% | −6,068−32.2% | Reduced |
| Lido Advisors, LLC | 12,847 | $775.7K | 0.01% | +1,787+16.2% | Added |
| Toronto Dominion Bank | 12,858 | $776.0K | 0.00% | +1,305+11.3% | Added |
| Hancock Whitney Corp | 12,873 | $777.0K | 0.03% | +736+6.1% | Added |
| Gamco Investors, Inc. Et Al | 12,904 | $779.1K | 0.01% | −3,525−21.5% | Reduced |
| Hudson Portfolio Management LLC | 12,915 | $779.8K | 0.85% | 00.0% | Unchanged |
| NVWM, LLC | 12,963 | $782.7K | 0.25% | +465+3.7% | Added |
| Crewe Advisors LLC | 13,022 | $786.3K | 0.11% | −400−3.0% | Reduced |
| Tiaa, FSB | 13,075 | $789.5K | 0.00% | −778−5.6% | Reduced |
| Texas Yale Capital Corp. | 13,144 | $793.6K | 0.04% | −608−4.4% | Reduced |
| Ellsworth Advisors, LLC | 13,226 | $798.6K | 0.28% | +354+2.8% | Added |
| Sunbelt Securities, Inc. | 13,234 | $799.0K | 0.11% | +297+2.3% | Added |
| Segall Bryant & Hamill, LLC | 13,253 | $800.2K | 0.01% | +427+3.3% | Added |
| Lake Street Advisors Group, LLC | 13,436 | $811.0K | 0.04% | +509+3.9% | Added |
| Central Trust Co | 13,442 | $811.6K | 0.02% | +195+1.5% | Added |
| Rodgers Brothers Inc. | 13,525 | $816.6K | 0.14% | −75−0.6% | Reduced |
| Sage Rhino Capital LLC | 13,554 | $818.4K | 0.23% | +263+2.0% | Added |
| FDx Advisors, Inc. | 13,580 | $820.0K | 0.04% | −6,453−32.2% | Reduced |
| Guggenheim Capital LLC | 13,600 | $821.2K | 0.01% | −14,418−51.5% | Reduced |
| True Wealth Design, LLC | 13,657 | $824.6K | 0.30% | −284−2.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 13,801 | $833.3K | 0.02% | +1,686+13.9% | Added |
| Wambolt & Associates, LLC | 13,833 | $835.2K | 0.30% | +1,875+15.7% | Added |
| Bessemer Group Inc | 13,837 | $836.0K | 0.00% | −1,765−11.3% | Reduced |
| Shoker Investment Counsel, Inc. | 13,845 | $836.0K | 0.35% | −720−4.9% | Reduced |
| Mairs & Power Inc | 13,920 | $840.5K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 13,931 | $841.2K | 0.10% | +194+1.4% | Added |
| Hayek Kallen Investment Management | 14,023 | $847.0K | 0.36% | +19+0.1% | Added |