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 |
|---|---|---|---|---|---|
| Salem Investment Counselors Inc | 2,851 | $172.1K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 2,834 | $171.0K | 0.04% | +195+7.4% | Added |
| Jones Financial Companies LLLP | 2,773 | $167.4K | 0.00% | −1,519−35.4% | Reduced |
| ORG Partners LLC | 2,749 | $166.5K | 0.03% | +2,749 | New |
| WealthPLAN Partners, LLC | 2,721 | $164.3K | 0.02% | −13−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 2,691 | $162.5K | 0.02% | +54+2.0% | Added |
| Strengthening Families & Communities, LLC | 2,688 | $162.0K | 0.07% | +2,531+1,612.1% | Added |
| AllSquare Wealth Management LLC | 2,700 | $155.2K | 0.10% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,559 | $154.5K | 0.02% | +136+5.6% | Added |
| Baldwin Brothers Inc | 2,540 | $153.4K | 0.01% | −86−3.3% | Reduced |
| Hexagon Capital Partners LLC | 2,532 | $152.9K | 0.04% | +183+7.8% | Added |
| Old Point Trust & Financial Services N A | 2,501 | $151.0K | 0.06% | +2,501 | New |
| First PREMIER Bank | 2,500 | $151.0K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,436 | $147.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 2,406 | $145.3K | 0.02% | +96+4.2% | Added |
| Capital Analysts, LLC | 2,349 | $142.0K | 0.01% | +54+2.4% | Added |
| Pinnacle Bancorp, Inc. | 2,222 | $134.2K | 0.05% | 00.0% | Unchanged |
| Glassman Wealth Services | 2,140 | $129.2K | 0.02% | −15−0.7% | Reduced |
| Y.D. More Investments Ltd | 2,100 | $126.8K | 0.03% | −800−27.6% | Reduced |
| Highline Wealth Partners LLC | 2,088 | $126.1K | 0.08% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,074 | $125.2K | 0.03% | −200−8.8% | Reduced |
| Vigilant Capital Management, LLC | 2,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 2,000 | $120.8K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,992 | $120.3K | 0.03% | +120+6.4% | Added |
| Harbor Investment Advisory, LLC | 1,985 | $119.9K | 0.02% | −942−32.2% | Reduced |
| Bray Capital Advisors | 1,950 | $117.7K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,922 | $116.0K | 0.02% | −71−3.6% | Reduced |
| AdvisorNet Financial, Inc | 1,910 | $115.3K | 0.01% | +404+26.8% | Added |
| Riverview Trust Co | 1,889 | $114.1K | 0.10% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,862 | $112.4K | 0.05% | +1,142+158.6% | Added |
| Addison Advisors LLC | 1,838 | $111.0K | 0.05% | −150−7.5% | Reduced |
| Providence Capital Advisors, LLC | 1,786 | $107.8K | 0.03% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,717 | $103.7K | 0.02% | +2+0.1% | Added |
| Legacy Bridge, LLC | 1,600 | $96.6K | 0.06% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,581 | $95.5K | 0.02% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,559 | $94.1K | 0.10% | +12+0.8% | Added |
| Colonial Trust Co | 1,551 | $93.6K | 0.02% | +66+4.4% | Added |
| Webster Bank, N. A. | 1,539 | $92.9K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,534 | $92.6K | 0.05% | +1+0.1% | Added |
| Tradition Wealth Management, LLC | 1,504 | $91.0K | 0.01% | +127+9.2% | Added |
| Union Savings Bank | 1,429 | $88.1K | 0.05% | +1,429 | New |
| Carmichael Hill & Associates, Inc. | 1,455 | $87.9K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,439 | $86.9K | 0.05% | +593+70.1% | Added |
| Itau Unibanco Holding S.A. | 1,424 | $86.0K | 0.00% | −132−8.5% | Reduced |
| Hollencrest Capital Management | 1,407 | $85.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,397 | $84.4K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,385 | $83.6K | 0.04% | +1,385 | New |
| AlphaMark Advisors, LLC | 1,318 | $80.0K | 0.04% | −50−3.7% | Reduced |
| Timber Creek Capital Management LLC | 1,300 | $78.5K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $78.5K | 0.04% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,290 | $77.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,247 | $75.3K | 0.02% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,243 | $75.1K | 0.03% | +1,243 | New |
| Baystate Wealth Management LLC | 1,215 | $73.4K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $73.3K | 0.04% | −23−1.9% | Reduced |
| Barrett & Company, Inc. | 1,141 | $68.9K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,118 | $67.5K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,103 | $66.6K | 0.00% | +145+15.1% | Added |
| Motco | 1,101 | $66.5K | 0.00% | +307+38.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $66.4K | 0.04% | +50+4.8% | Added |
| First Command Bank | 1,066 | $64.4K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,066 | $64.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,049 | $63.0K | 0.05% | +196+23.0% | Added |
| BOK Financial Private Wealth, Inc. | 1,041 | $62.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,038 | $62.7K | 0.02% | −1,641−61.3% | Reduced |
| Arcadia Investment Management Corp | 984 | $59.4K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 981 | $59.0K | 0.01% | −3,263−76.9% | Reduced |
| CVA Family Office, LLC | 977 | $59.0K | 0.01% | +322+49.2% | Added |
| Worth Asset Management, LLC | 945 | $57.1K | 0.04% | +317+50.5% | Added |
| Bollard Group LLC | 942 | $57.0K | 0.00% | +146+18.3% | Added |
| Mondrian Investment Partners LTD | 900 | $54.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 895 | $54.0K | 0.01% | +895 | New |
| Cassady Schiller Wealth Management, LLC | 893 | $53.9K | 0.03% | +266+42.4% | Added |
| Dividend Assets Capital, LLC | 859 | $52.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 903 | $51.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 848 | $51.0K | 0.03% | +55+6.9% | Added |
| Column Capital Advisors, LLC | 842 | $50.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 812 | $49.0K | 0.01% | −1−0.1% | Reduced |
| Highlander Capital Management, LLC | 800 | $48.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 780 | $47.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 757 | $45.7K | 0.01% | +45+6.3% | Added |
| Bourgeon Capital Management LLC | 750 | $45.3K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $44.7K | 0.01% | +741 | New |
| Resources Management Corp | 721 | $44.0K | 0.01% | −1,979−73.3% | Reduced |
| HHM Wealth Advisors, LLC | 710 | $42.9K | 0.01% | +28+4.1% | Added |
| ICA Group Wealth Management, LLC | 676 | $40.8K | 0.01% | −1,796−72.7% | Reduced |
| Focused Wealth Management, Inc | 665 | $40.2K | 0.01% | +5+0.8% | Added |
| Concord Wealth Partners | 664 | $40.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 658 | $39.7K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 645 | $38.9K | 0.01% | −141−17.9% | Reduced |
| Nisa Investment Advisors, LLC | 609 | $36.8K | 0.00% | +282+86.2% | Added |
| St Germain D J Co Inc | 598 | $36.1K | 0.00% | +598 | New |
| First Personal Financial Services | 560 | $33.8K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 551 | $33.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $33.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 549 | $33.1K | 0.00% | −600−52.2% | Reduced |
| GHP Investment Advisors, Inc. | 530 | $33.1K | 0.00% | +130+32.5% | Added |
| Founders Capital Management | 547 | $33.0K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 544 | $32.8K | 0.00% | −143−20.8% | Reduced |
| Tortoise Investment Management, LLC | 500 | $30.2K | 0.00% | +100+25.0% | Added |