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 |
|---|---|---|---|---|---|
| Capital Investment Advisory Services, LLC | 4,084 | $246.6K | 0.02% | −598−12.8% | Reduced |
| RDA Financial Network | 4,083 | $246.5K | 0.10% | +10+0.2% | Added |
| Coastal Bridge Advisors, LLC | 4,066 | $245.5K | 0.06% | +90+2.3% | Added |
| Marco Investment Management LLC | 4,062 | $245.3K | 0.03% | −201−4.7% | Reduced |
| Cadinha & Co LLC | 4,045 | $244.2K | 0.04% | −80−1.9% | Reduced |
| Sandbox Financial Partners, LLC | 4,043 | $244.1K | 0.13% | +3+0.1% | Added |
| Phillips Wealth Planners LLC | 4,040 | $243.9K | 0.32% | −58−1.4% | Reduced |
| Cornerstone Advisory, LLC | 4,020 | $242.7K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,019 | $242.7K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 4,008 | $242.0K | 0.06% | +22+0.6% | Added |
| TCWP LLC | 3,998 | $241.4K | 0.05% | −226−5.4% | Reduced |
| Zions Bancorporation, N.A. | 3,995 | $241.2K | 0.02% | +73+1.9% | Added |
| Caldwell Trust Co | 3,982 | $240.4K | 0.03% | −1,964−33.0% | Reduced |
| Oakworth Capital, Inc. | 3,980 | $240.3K | 0.02% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 3,979 | $240.2K | 0.01% | +3,979 | New |
| Armstrong, Fleming & Moore, Inc | 3,969 | $239.6K | 0.22% | +3,969 | New |
| Family Management Corp | 3,964 | $239.3K | 0.05% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,955 | $238.8K | 0.08% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,930 | $237.3K | 0.02% | +200+5.4% | Added |
| Edmond de Rothschild Holding S.A. | 3,925 | $237.0K | 0.00% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 3,919 | $236.6K | 0.05% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 3,864 | $236.3K | 0.04% | +3,864 | New |
| Summit Trail Advisors, LLC | 3,911 | $236.1K | 0.01% | +3,911 | New |
| Credit Agricole S A | 3,900 | $235.5K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,887 | $234.7K | 0.01% | +186+5.0% | Added |
| Foundations Investment Advisors, LLC | 3,886 | $234.7K | 0.01% | +296+8.2% | Added |
| Wealth Quarterback LLC | 3,871 | $233.7K | 0.16% | −329−7.8% | Reduced |
| Sepio Capital, LP | 3,867 | $233.5K | 0.02% | +58+1.5% | Added |
| Argent Advisors, Inc. | 3,850 | $232.5K | 0.11% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 3,848 | $232.3K | 0.03% | +3,848 | New |
| Soltis Investment Advisors LLC | 3,834 | $231.5K | 0.03% | +3,834 | New |
| Blue Barn Wealth, LLC | 3,822 | $230.8K | 0.15% | −280−6.8% | Reduced |
| Holderness Investments Co | 3,805 | $229.7K | 0.08% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,785 | $228.5K | 0.08% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,777 | $228.1K | 0.00% | +3,777 | New |
| Tucker Asset Management LLC | 3,772 | $227.8K | 0.07% | −279−6.9% | Reduced |
| Good Life Advisors, LLC | 3,755 | $226.7K | 0.03% | +19+0.5% | Added |
| Noesis Capital Mangement Corp | 3,755 | $226.7K | 0.06% | −150−3.8% | Reduced |
| Boston Trust Walden Corp | 3,748 | $226.3K | 0.00% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,748 | $226.3K | 0.01% | +76+2.1% | Added |
| Quadrant Private Wealth Management, LLC | 3,743 | $226.0K | 0.07% | +200+5.6% | Added |
| GQG Partners LLC | 3,735 | $225.5K | 0.00% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,723 | $224.8K | 0.04% | −617−14.2% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,713 | $224.2K | 0.03% | −100−2.6% | Reduced |
| Cullinan Associates Inc | 3,700 | $223.4K | 0.01% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 3,679 | $222.1K | 0.12% | +10.0% | Added |
| Gladstone Institutional Advisory LLC | 3,679 | $222.1K | 0.01% | −285−7.2% | Reduced |
| Tranquility Partners, LLC | 3,674 | $221.8K | 0.10% | +3,674 | New |
| Icon Wealth Partners, LLC | 3,664 | $221.3K | 0.02% | −109−2.9% | Reduced |
| Goodman Financial Corp | 3,626 | $218.9K | 0.06% | 00.0% | Unchanged |
| Doliver Advisors, LP | 3,625 | $218.9K | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 3,618 | $218.5K | 0.02% | +3,618 | New |
| Graves-Light Private Wealth Management, Inc. | 3,604 | $217.6K | 0.03% | +3,604 | New |
| HCR Wealth Advisors | 3,585 | $216.5K | 0.04% | +3,585 | New |
| Delta Asset Management LLC | 3,570 | $215.6K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 3,567 | $215.0K | 0.01% | +13+0.4% | Added |
| Keudell/Morrison Wealth Management | 3,553 | $214.5K | 0.06% | −479−11.9% | Reduced |
| Successful Portfolios LLC | 3,548 | $214.2K | 0.18% | −2,783−44.0% | Reduced |
| Tufton Capital Management | 3,545 | $214.0K | 0.05% | 00.0% | Unchanged |
| Retirement Investment Advisors, Inc. | 3,538 | $213.6K | 0.03% | −358−9.2% | Reduced |
| BigSur Wealth Management LLC | 3,536 | $213.5K | 0.10% | +3,536 | New |
| Fidelis Capital Partners, LLC | 3,533 | $213.3K | 0.08% | +3,533 | New |
| TCG Advisory Services, LLC | 3,532 | $213.3K | 0.04% | +3,532 | New |
| Mechanics Bank Trust Department | 3,524 | $212.8K | 0.03% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,521 | $212.6K | 0.06% | −12−0.3% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $212.6K | 0.12% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3,512 | $212.0K | 0.02% | +3,030+628.6% | Added |
| CFM Wealth Partners LLC | 3,498 | $211.2K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 3,472 | $209.6K | 0.01% | +3,472 | New |
| Monticello Wealth Management, LLC | 3,467 | $209.3K | 0.02% | +3,467 | New |
| Financial Sense Advisors, Inc. | 3,467 | $209.3K | 0.10% | +3,467 | New |
| Aptus Capital Advisors, LLC | 3,458 | $208.8K | 0.01% | +3,458 | New |
| Welch Group, LLC | 3,446 | $208.1K | 0.01% | −98−2.8% | Reduced |
| PFG Advisors | 3,443 | $207.9K | 0.02% | +3,443 | New |
| Horan Securities, Inc. | 3,442 | $207.9K | 0.09% | +113+3.4% | Added |
| Beacon Financial Advisory LLC | 3,414 | $206.1K | 0.12% | +3,414 | New |
| Altfest L J & Co Inc | 3,393 | $205.0K | 0.03% | +3,393 | New |
| Addison Capital Co | 3,402 | $205.0K | 0.15% | +3,402 | New |
| Appleton Partners Inc | 3,375 | $204.0K | 0.02% | +3,375 | New |
| Comerica Securities,inc. | 3,377 | $203.9K | 0.01% | −415−10.9% | Reduced |
| Merit Financial Group, LLC | 3,355 | $202.6K | 0.01% | +3,355 | New |
| Marcum Wealth, LLC | 3,348 | $202.2K | 0.02% | +3,348 | New |
| Goldstone Financial Group, LLC | 3,345 | $202.0K | 0.06% | +3,345 | New |
| Lantz Financial LLC | 3,333 | $201.2K | 0.08% | +3,333 | New |
| Waldron Private Wealth LLC | 3,330 | $201.1K | 0.01% | −1,277−27.7% | Reduced |
| Dorchester Wealth Management Co | 3,325 | $200.8K | 0.04% | −4,850−59.3% | Reduced |
| Fiduciary Group LLC | 3,320 | $200.5K | 0.02% | +3,320 | New |
| Tower Research Capital LLC (TRC) | 3,285 | $198.3K | 0.01% | +1,966+149.1% | Added |
| Tompkins Financial Corp | 3,230 | $195.0K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 3,225 | $195.0K | 0.02% | +3,225 | New |
| RFP Financial Group LLC | 3,180 | $192.0K | 0.08% | +2,250+241.9% | Added |
| Peoples Financial Services Corp. | 3,150 | $190.2K | 0.09% | −100−3.1% | Reduced |
| Ancora Advisors, LLC | 3,127 | $188.8K | 0.00% | +2+0.1% | Added |
| Thompson Investment Management, Inc. | 3,051 | $184.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3,049 | $184.1K | 0.02% | −17−0.6% | Reduced |
| Chesapeake Asset Management LLC | 3,045 | $183.9K | 0.17% | −45−1.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,028 | $182.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 2,991 | $180.6K | 0.02% | +6+0.2% | Added |
| United Community Bank | 2,976 | $179.7K | 0.16% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,918 | $176.2K | 0.02% | −113−3.7% | Reduced |