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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 14,077 | $850.0K | 0.01% | +1,512+12.0% | Added |
| Navellier & Associates Inc | 14,140 | $853.8K | 0.17% | +314+2.3% | Added |
| Chesley Taft & Associates LLC | 14,240 | $859.8K | 0.05% | −200−1.4% | Reduced |
| Puzo Michael J | 14,250 | $860.4K | 0.27% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 14,350 | $866.5K | 0.27% | −5,173−26.5% | Reduced |
| Clifford Capital Partners LLC | 14,396 | $869.2K | 0.25% | +14,396 | New |
| Hilltop Holdings Inc. | 14,472 | $873.8K | 0.11% | +8,441+140.0% | Added |
| American Financial Group Inc | 14,500 | $876.0K | 0.27% | 00.0% | Unchanged |
| Confluence Investment Management LLC | 14,670 | $885.8K | 0.01% | −1,521−9.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,683 | $886.6K | 0.09% | −311−2.1% | Reduced |
| First National Bank of Omaha | 14,700 | $887.6K | 0.05% | −621−4.1% | Reduced |
| Clarius Group, LLC | 14,729 | $889.3K | 0.07% | +80+0.5% | Added |
| Beck Mack & Oliver LLC | 14,757 | $891.0K | 0.02% | −1,000−6.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 14,754 | $891.2K | 0.07% | −1,043−6.6% | Reduced |
| Wealthspire Advisors, LLC | 14,777 | $892.2K | 0.01% | +1,044+7.6% | Added |
| Summit Global Investments | 14,856 | $897.0K | 0.06% | −33−0.2% | Reduced |
| Clearstead Advisors, LLC | 14,945 | $902.4K | 0.05% | +1,277+9.3% | Added |
| Bank of Hawaii | 15,045 | $908.4K | 0.05% | −3,347−18.2% | Reduced |
| IFP Advisors, Inc | 17,275 | $910.0K | 0.05% | −2,052−10.6% | Reduced |
| Banco de Sabadell, S.A | 15,178 | $913.0K | 0.74% | −78−0.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 15,390 | $929.2K | 0.22% | +2,125+16.0% | Added |
| Mission Wealth Management, LP | 15,395 | $929.5K | 0.04% | +2,262+17.2% | Added |
| HBK Sorce Advisory LLC | 15,445 | $932.6K | 0.04% | −601−3.7% | Reduced |
| Kingsview Wealth Management, LLC | 15,461 | $933.6K | 0.04% | +2,549+19.7% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $934.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 15,682 | $946.9K | 0.14% | +1,198+8.3% | Added |
| Swiss Life Asset Management Ltd | 15,784 | $953.0K | 0.01% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 15,924 | $961.5K | 0.25% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 16,027 | $967.7K | 0.10% | +5,654+54.5% | Added |
| Coronation Fund Managers Ltd. | 16,046 | $968.9K | 0.03% | +16,046 | New |
| Parallel Advisors, LLC | 16,079 | $970.9K | 0.03% | +889+5.9% | Added |
| Baker Ellis Asset Management LLC | 16,200 | $978.2K | 0.17% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 16,248 | $981.1K | 0.07% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 16,452 | $993.0K | 0.05% | −685−4.0% | Reduced |
| Intrua Financial, LLC | 16,462 | $994.0K | 0.18% | −277−1.7% | Reduced |
| Next Level Private LLC | 16,673 | $999.0K | 0.65% | +24+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 16,557 | $999.7K | 0.04% | −17−0.1% | Reduced |
| Americana Partners, LLC | 16,602 | $1.00M | 0.13% | −3,825−18.7% | Reduced |
| Rathbone Brothers plc | 16,700 | $1.01M | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 16,789 | $1.01M | 0.02% | +409+2.5% | Added |
| Absher Wealth Management, LLC | 16,800 | $1.01M | 0.17% | +509+3.1% | Added |
| Dearborn Partners LLC | 16,939 | $1.02M | 0.04% | +700+4.3% | Added |
| Lee Danner & Bass Inc | 17,045 | $1.03M | 0.09% | −185−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 17,177 | $1.04M | 0.01% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 18,105 | $1.04M | 0.60% | +3,300+22.3% | Added |
| Busey Wealth Management | 17,206 | $1.04M | 0.04% | −1,781−9.4% | Reduced |
| Sigma Planning Corp | 17,222 | $1.04M | 0.04% | −4,544−20.9% | Reduced |
| Koshinski Asset Management, Inc. | 17,284 | $1.04M | 0.11% | −3,829−18.1% | Reduced |
| Traynor Capital Management, Inc. | 17,305 | $1.04M | 0.14% | −1,219−6.6% | Reduced |
| BTC Capital Management, Inc. | 17,080 | $1.05M | 0.11% | −129−0.7% | Reduced |
| Greystone Financial Group, LLC | 17,510 | $1.06M | 0.25% | −3,379−16.2% | Reduced |
| WNY Asset Management, LLC | 17,546 | $1.06M | 0.23% | +3,757+27.2% | Added |
| Nicholas Hoffman & Company, LLC. | 17,620 | $1.06M | 0.04% | −310−1.7% | Reduced |
| Eqis Capital Management, Inc. | 17,745 | $1.07M | 0.12% | +17,745 | New |
| Glenview Trust Co | 17,766 | $1.07M | 0.03% | −344−1.9% | Reduced |
| Bogart Wealth, LLC | 17,840 | $1.08M | 0.07% | +3,256+22.3% | Added |
| Greenleaf Trust | 18,133 | $1.09M | 0.01% | +30.0% | Added |
| Ieq Capital, LLC | 18,147 | $1.10M | 0.02% | +1,614+9.8% | Added |
| Vident Investment Advisory, LLC | 18,169 | $1.10M | 0.04% | −15,763−46.5% | Reduced |
| Level Four Advisory Services, LLC | 18,370 | $1.11M | 0.07% | −473−2.5% | Reduced |
| Auxier Asset Management | 18,431 | $1.11M | 0.18% | +985+5.6% | Added |
| Wedbush Securities Inc | 18,499 | $1.12M | 0.05% | −2,331−11.2% | Reduced |
| Vise Technologies, Inc. | 18,543 | $1.12M | 0.27% | +843+4.8% | Added |
| Solstein Capital, LLC | 18,577 | $1.12M | 0.94% | +750+4.2% | Added |
| Whittier Trust Co | 18,651 | $1.13M | 0.02% | +496+2.7% | Added |
| West Family Investments, Inc. | 18,791 | $1.13M | 0.44% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 18,886 | $1.14M | 0.03% | −14,629−43.6% | Reduced |
| Acadian Asset Management LLC | 18,947 | $1.14M | 0.00% | +18,947 | New |
| Whittier Trust Co of Nevada Inc | 19,096 | $1.15M | 0.04% | −50−0.3% | Reduced |
| Independent Advisor Alliance | 19,163 | $1.16M | 0.05% | −266−1.4% | Reduced |
| Prudential Financial Inc | 19,383 | $1.17M | 0.00% | −2,666−12.1% | Reduced |
| Shufro Rose & Co LLC | 19,450 | $1.17M | 0.11% | −950−4.7% | Reduced |
| King Luther Capital Management Corp | 19,476 | $1.18M | 0.01% | −51−0.3% | Reduced |
| Israel Discount Bank of New York | 19,585 | $1.18M | 0.94% | 00.0% | Unchanged |
| Red Spruce Capital, LLC | 19,613 | $1.18M | 0.64% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,790 | $1.19M | 0.40% | +553+2.9% | Added |
| Beacon Pointe Advisors, LLC | 19,877 | $1.20M | 0.02% | −7,342−27.0% | Reduced |
| Checchi Capital Advisers, LLC | 19,917 | $1.20M | 0.11% | +3,947+24.7% | Added |
| Quest Investment Management LLC | 20,000 | $1.21M | 0.16% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,116 | $1.21M | 0.13% | +20,116 | New |
| Wellington Shields Capital Management, LLC | 20,325 | $1.23M | 0.15% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 20,394 | $1.23M | 0.13% | +339+1.7% | Added |
| MAI Capital Management | 20,426 | $1.23M | 0.02% | +314+1.6% | Added |
| SOL Capital Management CO | 20,628 | $1.25M | 0.19% | −325−1.6% | Reduced |
| Excalibur Management Corp | 20,739 | $1.25M | 0.64% | −22−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 20,894 | $1.26M | 0.13% | +20,894 | New |
| Pathstone Family Office, LLC | 21,147 | $1.26M | 0.02% | +14,072+198.9% | Added |
| Atlas Private Wealth Management | 20,968 | $1.27M | 0.67% | +1,072+5.4% | Added |
| HSBC Holdings PLC | 21,019 | $1.27M | 0.00% | −25,357−54.7% | Reduced |
| Herold Advisors, Inc. | 21,610 | $1.30M | 0.40% | −489−2.2% | Reduced |
| Crescent Sterling, Ltd. | 21,613 | $1.30M | 1.24% | −900−4.0% | Reduced |
| Sendero Wealth Management, LLC | 21,915 | $1.32M | 0.29% | +5,541+33.8% | Added |
| McKinley Capital Management LLC /Delaware | 21,958 | $1.33M | 0.18% | −121−0.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,124 | $1.34M | 0.00% | +287+1.3% | Added |
| Hunter Associates Investment Management LLC | 22,217 | $1.34M | 0.26% | −750−3.3% | Reduced |
| Quantinno Capital Management LP | 22,175 | $1.34M | 0.08% | +5,065+29.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,388 | $1.35M | 0.01% | +22,388 | New |
| Kelly Lawrence W & Associates Inc | 22,423 | $1.35M | 0.35% | −33−0.1% | Reduced |
| Hantz Financial Services, Inc. | 22,439 | $1.35M | 0.03% | +1,810+8.8% | Added |
| HF Advisory Group, LLC | 22,577 | $1.36M | 1.08% | +2,697+13.6% | Added |