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 |
|---|---|---|---|---|---|
| McClarren Financial Advisors, Inc. | 509 | $30.0K | 0.02% | +509 | New |
| Creative Financial Designs Inc | 493 | $29.8K | 0.00% | +5+1.0% | Added |
| Pflug Koory, LLC | 490 | $29.6K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 482 | $29.1K | 0.01% | +1+0.2% | Added |
| JNBA Financial Advisors | 455 | $27.5K | 0.00% | −127−21.8% | Reduced |
| Buck Wealth Strategies, LLC | 450 | $27.2K | 0.01% | +450 | New |
| First Financial Corp | 422 | $25.5K | 0.02% | −73−14.7% | Reduced |
| Heritage Wealth Advisors | 420 | $25.4K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 415 | $25.1K | 0.03% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 386 | $23.0K | 0.01% | +386 | New |
| VitalStone Financial, LLC | 405 | $23.0K | 0.01% | +405 | New |
| PFS Partners, LLC | 378 | $22.8K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 374 | $22.6K | 0.00% | +43+13.0% | Added |
| Fiduciary Alliance LLC | 372 | $22.5K | 0.00% | +372 | New |
| WealthPlan Investment Management, LLC | 364 | $22.0K | 0.01% | +60+19.7% | Added |
| GW&K Investment Management, LLC | 341 | $21.0K | 0.00% | +341 | New |
| Turim 21 Investimentos Ltda. | 345 | $20.8K | 0.01% | +345 | New |
| Trust Co | 344 | $20.8K | 0.00% | +344 | New |
| New England Capital Financial Advisors LLC | 338 | $20.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 335 | $20.2K | 0.02% | −2−0.6% | Reduced |
| Pacifica Partners Inc. | 336 | $20.1K | 0.01% | +100+42.4% | Added |
| Castleview Partners, LLC | 327 | $19.7K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 324 | $19.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 317 | $19.1K | 0.01% | +42+15.3% | Added |
| MCF Advisors LLC | 312 | $18.8K | 0.00% | −118−27.4% | Reduced |
| Bank of New Hampshire | 310 | $18.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 306 | $18.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 306 | $18.5K | 0.00% | −433−58.6% | Reduced |
| Silicon Valley Capital Partners | 305 | $18.4K | 0.00% | +305 | New |
| Hoese & Co LLP | 300 | $18.1K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $18.1K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $18.1K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 300 | $18.1K | 0.01% | +83+38.2% | Added |
| Centerpoint Advisors, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $18.0K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 287 | $17.3K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 255 | $15.8K | 0.01% | +3+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 260 | $15.7K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 257 | $15.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 256 | $15.5K | 0.01% | +2+0.8% | Added |
| PFG Private Wealth Management, LLC | 250 | $15.1K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 239 | $14.4K | 0.01% | +1+0.4% | Added |
| JJJ Advisors Inc. | 239 | $14.4K | 0.00% | +56+30.6% | Added |
| Front Row Advisors LLC | 231 | $14.0K | 0.01% | −24−9.4% | Reduced |
| Central Bank & Trust Co | 230 | $13.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 227 | $13.7K | 0.00% | −2−0.9% | Reduced |
| Archer Investment Corp | 224 | $13.5K | 0.00% | −555−71.2% | Reduced |
| Private Ocean, LLC | 207 | $12.5K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $12.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $12.1K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $12.1K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 198 | $12.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 187 | $11.3K | 0.00% | +1+0.5% | Added |
| CGC Financial Services, LLC | 186 | $11.2K | 0.01% | +186 | New |
| Nalls Sherbakoff Group, LLC | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 164 | $9.90K | 0.00% | −43−20.8% | Reduced |
| Retirement Group, LLC | 156 | $9.42K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $9.06K | 0.00% | −100−40.0% | Reduced |
| Global Trust Asset Management, LLC | 150 | $9.06K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 142 | $8.57K | 0.00% | +84+144.8% | Added |
| Coastal Capital Group, Inc. | 140 | $8.45K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $8.45K | 0.00% | +140 | New |
| Insight Financial Services | 133 | $8.03K | 0.02% | +133 | New |
| Valley National Advisers Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 125 | $7.55K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 117 | $7.06K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 115 | $6.94K | 0.00% | +115 | New |
| Cowen Prime Advisors LLC | 112 | $6.76K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 105 | $6.34K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 104 | $6.25K | 0.00% | −319−75.4% | Reduced |
| PSI Advisors, LLC | 102 | $6.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 101 | $6.10K | 0.00% | +1+1.0% | Added |
| Blume Capital Management, Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 100 | $6.00K | 0.00% | +100 | New |
| Quent Capital, LLC | 72 | $4.35K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $4.00K | 0.00% | +1+1.6% | Added |
| Byrne Asset Management LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 66 | $3.98K | 0.00% | +1+1.5% | Added |
| Bell Investment Advisors, Inc | 61 | $3.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $3.38K | 0.00% | +56 | New |
| Mascoma Wealth Management LLC | 54 | $3.33K | 0.00% | 00.0% | Unchanged |
| American National Bank | 52 | $3.14K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 50 | $3.02K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 49 | $2.96K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 44 | $2.68K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 43 | $2.60K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 32 | $1.92K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 27 | $1.63K | 0.00% | −55−67.1% | Reduced |
| Richard W. Paul & Associates, LLC | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.15K | 0.00% | +19 | New |
| TD Ameritrade Investment Management, LLC | 23 | $1.00K | 0.00% | −49−68.1% | Reduced |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 16 | $967 | 0.00% | +16 | Added |
| Tilia Fiduciary Partners, Inc. | 15 | $906 | 0.00% | 00.0% | Unchanged |