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 |
|---|---|---|---|---|---|
| Johnson Investment Counsel Inc | 22,651 | $1.37M | 0.02% | −265−1.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,657 | $1.37M | 0.36% | −432−1.9% | Reduced |
| Chilton Capital Management LLC | 22,706 | $1.37M | 0.08% | −1,137−4.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 23,041 | $1.39M | 0.41% | +69+0.3% | Added |
| Old National Bancorp | 23,183 | $1.40M | 0.04% | −3,009−11.5% | Reduced |
| GM Advisory Group, Inc. | 23,355 | $1.41M | 0.12% | −1,920−7.6% | Reduced |
| Howland Capital Management LLC | 23,575 | $1.42M | 0.08% | −500−2.1% | Reduced |
| Assetmark, Inc | 23,787 | $1.44M | 0.01% | −57−0.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,948 | $1.45M | 1.02% | −17,894−42.8% | Reduced |
| Barry Investment Advisors, LLC | 24,058 | $1.45M | 0.49% | −309−1.3% | Reduced |
| Wesbanco Bank Inc | 24,063 | $1.45M | 0.06% | +1,710+7.6% | Added |
| Coppell Advisory Solutions LLC | 24,468 | $1.46M | 0.43% | +3,273+15.4% | Added |
| GYL Financial Synergies, LLC | 24,269 | $1.47M | 0.13% | +1,524+6.7% | Added |
| Howe & Rusling Inc | 24,394 | $1.47M | 0.16% | +372+1.5% | Added |
| GWM Advisors LLC | 24,539 | $1.48M | 0.02% | +4,615+23.2% | Added |
| Park National Corp | 24,776 | $1.50M | 0.07% | −107−0.4% | Reduced |
| Grace & White Inc | 24,816 | $1.50M | 0.28% | 00.0% | Unchanged |
| CSS LLC | 24,928 | $1.51M | 0.12% | −2,000−7.4% | Reduced |
| Systrade AG | 25,000 | $1.51M | 1.83% | −275,000−91.7% | Reduced |
| Stock Yards Bank & Trust Co | 25,339 | $1.53M | 0.06% | −2,032−7.4% | Reduced |
| Pitcairn Co | 25,536 | $1.54M | 0.13% | +224+0.9% | Added |
| Harbour Investment Management LLC | 25,553 | $1.54M | 0.81% | −150−0.6% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.55M | 0.30% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 25,785 | $1.56M | 0.09% | +6,823+36.0% | Added |
| Two Sigma Investments, LP | 26,000 | $1.57M | 0.00% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 26,184 | $1.58M | 0.70% | −900−3.3% | Reduced |
| State Street Corp | 26,330 | $1.59M | 0.00% | −55,072−67.7% | Reduced |
| Forum Financial Management, LP | 26,331 | $1.59M | 0.04% | −860−3.2% | Reduced |
| Avidian Wealth Solutions, LLC | 26,395 | $1.59M | 0.10% | −13,757−34.3% | Reduced |
| Community Bank of Raymore | 26,400 | $1.59M | 0.69% | −15,000−36.2% | Reduced |
| Regatta Capital Group, LLC | 26,543 | $1.60M | 0.51% | −675−2.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,561 | $1.60M | 0.57% | +42+0.2% | Added |
| Rhumbline Advisers | 26,738 | $1.61M | 0.00% | +26,738 | New |
| Cowa, LLC | 26,873 | $1.62M | 1.07% | −61,251−69.5% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.62M | 0.80% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 26,933 | $1.63M | 0.12% | −805−2.9% | Reduced |
| Insigneo Advisory Services, LLC | 27,092 | $1.64M | 0.31% | +2,862+11.8% | Added |
| Highland Capital Management, LLC | 27,104 | $1.64M | 0.11% | +27,104 | New |
| Perigon Wealth Management, LLC | 27,609 | $1.64M | 0.06% | +1,371+5.2% | Added |
| Kestra Private Wealth Services, LLC | 27,153 | $1.64M | 0.06% | +409+1.5% | Added |
| Tandem Capital Management Corp | 27,453 | $1.66M | 1.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 27,707 | $1.67M | 0.04% | +154+0.6% | Added |
| NewEdge Wealth, LLC | 28,177 | $1.70M | 0.06% | −936−3.2% | Reduced |
| Lakeview Capital Partners, LLC | 28,525 | $1.72M | 0.32% | +4,642+19.4% | Added |
| Umb Bank N A | 29,287 | $1.77M | 0.03% | +1,743+6.3% | Added |
| Stolper Co | 30,014 | $1.81M | 0.76% | −134−0.4% | Reduced |
| Quadrant Capital Group LLC | 30,417 | $1.84M | 0.18% | −1,469−4.6% | Reduced |
| Financial Counselors Inc | 30,603 | $1.85M | 0.04% | +5,084+19.9% | Added |
| Haverford Trust Co | 31,078 | $1.88M | 0.02% | −2,381−7.1% | Reduced |
| Leavell Investment Management, Inc. | 31,199 | $1.88M | 0.13% | +2,250+7.8% | Added |
| Game Creek Capital, LP | 31,250 | $1.89M | 1.25% | −4,875−13.5% | Reduced |
| Veritable, L.P. | 31,974 | $1.93M | 0.03% | −1,019−3.1% | Reduced |
| Sequoia Financial Advisors, LLC | 32,032 | $1.93M | 0.03% | +5,727+21.8% | Added |
| Park Avenue Securities LLC | 32,246 | $1.95M | 0.03% | +2,283+7.6% | Added |
| Boston Private Wealth LLC | 32,320 | $1.95M | 0.04% | −995−3.0% | Reduced |
| Burney Co | 32,722 | $1.98M | 0.09% | +995+3.1% | Added |
| Octavia Wealth Advisors, LLC | 32,756 | $1.98M | 0.40% | −527−1.6% | Reduced |
| Mitchell Capital Management Co | 33,000 | $1.99M | 0.46% | +1,895+6.1% | Added |
| DRW Securities, LLC | 33,001 | $1.99M | 0.15% | +29,318+796.0% | Added |
| Valeo Financial Advisors, LLC | 43,516 | $1.99M | 0.09% | −635−1.4% | Reduced |
| Brown Advisory Inc | 33,043 | $2.00M | 0.00% | −4,399−11.7% | Reduced |
| Simmons Bank | 33,517 | $2.02M | 0.17% | −1,036−3.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,602 | $2.03M | 0.13% | +63+0.2% | Added |
| Portside Wealth Group, LLC | 34,659 | $2.09M | 0.39% | +34,659 | New |
| Waters Parkerson & Co., LLC | 34,784 | $2.10M | 0.12% | −225−0.6% | Reduced |
| Sierra Capital LLC | 34,927 | $2.11M | 0.33% | +59+0.2% | Added |
| Quinn Opportunity Partners LLC | 35,046 | $2.12M | 0.29% | −4,000−10.2% | Reduced |
| Bahl & Gaynor Inc | 35,850 | $2.16M | 0.01% | +5,000+16.2% | Added |
| Advisory Services Network, LLC | 35,918 | $2.17M | 0.06% | +1,094+3.1% | Added |
| Earnest Partners LLC | 36,943 | $2.23M | 0.01% | −146−0.4% | Reduced |
| SeaCrest Wealth Management, LLC | 37,480 | $2.26M | 0.29% | −3,957−9.5% | Reduced |
| Rafferty Asset Management, LLC | 37,755 | $2.28M | 0.01% | −5,770−13.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 37,843 | $2.28M | 0.37% | +640+1.7% | Added |
| Recurrent Investment Advisors LLC | 97,423 | $2.29M | 0.39% | +97,423 | New |
| Credit Capital Investments LLC | 38,000 | $2.29M | 2.99% | −3,500−8.4% | Reduced |
| Moran Wealth Management, LLC | 38,109 | $2.30M | 0.09% | −588−1.5% | Reduced |
| Barclays PLC | 38,383 | $2.32M | 0.00% | +25,928+208.2% | Added |
| Mill Capital Management, LLC | 38,490 | $2.32M | 0.22% | +2,334+6.5% | Added |
| Drexel Morgan & Co. | 38,544 | $2.33M | 0.60% | +1,000+2.7% | Added |
| AE Wealth Management LLC | 38,562 | $2.33M | 0.01% | +5,181+15.5% | Added |
| Ritholtz Wealth Management | 39,230 | $2.37M | 0.11% | +964+2.5% | Added |
| Moors & Cabot, Inc. | 39,230 | $2.37M | 0.16% | −704−1.8% | Reduced |
| Cannell Peter B & Co Inc | 39,430 | $2.38M | 0.08% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 39,931 | $2.41M | 0.09% | +13,320+50.1% | Added |
| Steward Partners Investment Advisory, LLC | 40,049 | $2.42M | 0.04% | +394+1.0% | Added |
| Victory Capital Management Inc | 41,242 | $2.49M | 0.00% | 00.0% | Unchanged |
| Foster & Motley Inc | 41,266 | $2.49M | 0.19% | −64−0.2% | Reduced |
| Horan Capital Advisors, LLC. | 41,327 | $2.50M | 0.97% | +531+1.3% | Added |
| Advisor Partners II, LLC | 41,484 | $2.50M | 0.12% | −624−1.5% | Reduced |
| Advisors Management Group Inc | 41,499 | $2.51M | 0.75% | −1,143−2.7% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.51M | 0.34% | 00.0% | Unchanged |
| Altrafin AG | 41,550 | $2.51M | 1.13% | +35,038+538.1% | Added |
| Schechter Investment Advisors, LLC | 41,601 | $2.51M | 0.23% | −1,021−2.4% | Reduced |
| Private Advisor Group, LLC | 41,488 | $2.52M | 0.02% | −963−2.3% | Reduced |
| First Hawaiian Bank | 42,020 | $2.54M | 0.08% | +1,660+4.1% | Added |
| Integrated Wealth Concepts LLC | 42,315 | $2.55M | 0.04% | +3,635+9.4% | Added |
| Vestmark Advisory Solutions, Inc. | 42,565 | $2.57M | 0.10% | +3,838+9.9% | Added |
| Aquatic Capital Management LLC | 43,200 | $2.61M | 0.14% | −60,800−58.5% | Reduced |
| Regions Financial Corp | 43,540 | $2.63M | 0.02% | −2,545−5.5% | Reduced |
| Portland Global Advisors LLC | 43,558 | $2.63M | 0.43% | −1,072−2.4% | Reduced |