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 |
|---|---|---|---|---|---|
| Stansberry Asset Management, LLC | 332,381 | $20.1M | 3.68% | −1,294−0.4% | Reduced |
| Skye Global Management LP | 324,000 | $19.6M | 0.55% | +25,500+8.5% | Added |
| Mariner, LLC | 319,695 | $19.3M | 0.05% | +12,521+4.1% | Added |
| US Bancorp | 318,115 | $19.2M | 0.03% | +2,702+0.9% | Added |
| Harvest Portfolios Group Inc. | 313,271 | $18.9M | 0.87% | −9,972−3.1% | Reduced |
| Jane Street Group, LLC | 312,774 | $18.6M | 0.03% | −63,918−17.0% | Reduced |
| Commonwealth Equity Services, LLC | 306,623 | $18.5M | 0.04% | +11,710+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 305,673 | $18.5M | 0.03% | +9,064+3.1% | Added |
| Cresset Asset Management, LLC | 292,601 | $17.7M | 0.13% | +292,601 | New |
| Thomasville National Bank | 291,155 | $17.6M | 1.68% | +11,098+4.0% | Added |
| Gluskin Sheff & Assoc Inc | 577,890 | $17.4M | 1.05% | −220,195−27.6% | Reduced |
| Wedge Capital Management L L P | 284,747 | $17.2M | 0.27% | −159,137−35.9% | Reduced |
| PointState Capital LP | 279,674 | $16.9M | 0.64% | −166,616−37.3% | Reduced |
| First Eagle Investment Management, LLC | 278,591 | $16.8M | 0.04% | +64,158+29.9% | Added |
| Fort Washington Investment Advisors Inc | 266,667 | $16.1M | 0.12% | −461−0.2% | Reduced |
| South Dakota Investment Council | 261,862 | $15.8M | 0.33% | −18,640−6.6% | Reduced |
| Logan Capital Management Inc | 255,593 | $15.4M | 0.74% | −19,774−7.2% | Reduced |
| Davenport & Co LLC | 255,611 | $15.4M | 0.12% | −6,118−2.3% | Reduced |
| Advisor Group Holdings, Inc. | 255,124 | $15.4M | 0.03% | −14,599−5.4% | Reduced |
| Fayez Sarofim & Co | 251,415 | $15.2M | 0.05% | −205,127−44.9% | Reduced |
| Evergreen Capital Management LLC | 248,120 | $15.0M | 0.63% | +2,788+1.1% | Added |
| Citadel Advisors LLC | 246,860 | $14.9M | 0.02% | +242,426+5,467.4% | Added |
| Anchor Capital Advisors LLC | 245,870 | $14.8M | 0.39% | −9,618−3.8% | Reduced |
| Grandfield & Dodd, LLC | 243,885 | $14.7M | 1.03% | −5,715−2.3% | Reduced |
| Becker Capital Management Inc | 235,756 | $14.2M | 0.54% | −78,203−24.9% | Reduced |
| M&T Bank Corp | 226,873 | $13.7M | 0.05% | −3,358−1.5% | Reduced |
| Truist Financial Corp | 223,741 | $13.5M | 0.02% | −6,864−3.0% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $13.3M | 1.48% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 219,263 | $13.0M | 2.84% | −1,484−0.7% | Reduced |
| Mercer Global Advisors Inc | 213,306 | $12.9M | 0.05% | −31,948−13.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 212,098 | $12.8M | 0.02% | +8,400+4.1% | Added |
| Northwest & Ethical Investments L.P. | 209,891 | $12.7M | 0.41% | −6,010−2.8% | Reduced |
| Thomas White International Ltd | 207,097 | $12.5M | 2.60% | −11,918−5.4% | Reduced |
| Greenwood Gearhart Inc | 206,205 | $12.5M | 1.45% | −69,151−25.1% | Reduced |
| Van Hulzen Asset Management, LLC | 205,761 | $12.4M | 1.06% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 203,850 | $12.3M | 0.45% | −2,701−1.3% | Reduced |
| Yaupon Capital Management LP | 200,986 | $12.1M | 1.64% | −136,210−40.4% | Reduced |
| Cubist Systematic Strategies, LLC | 200,463 | $12.1M | 0.13% | +37,887+23.3% | Added |
| Willis Johnson & Associates, Inc. | 199,266 | $12.0M | 1.28% | +8,076+4.2% | Added |
| Cohen Klingenstein LLC | 197,338 | $11.9M | 0.52% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 196,984 | $11.9M | 0.21% | −3,750−1.9% | Reduced |
| Scotia Capital Inc. | 189,847 | $11.5M | 0.08% | +2,938+1.6% | Added |
| FineMark National Bank & Trust | 189,371 | $11.4M | 0.47% | −2,646−1.4% | Reduced |
| Edge Capital Group, LLC | 186,680 | $11.3M | 0.65% | −80,024−30.0% | Reduced |
| D.A. Davidson & Co. | 185,874 | $11.2M | 0.12% | +8,872+5.0% | Added |
| Crossmark Global Holdings, Inc. | 183,563 | $11.2M | 0.24% | +2,514+1.4% | Added |
| Country Club Bank | 186,160 | $11.1M | 0.89% | −12,262−6.2% | Reduced |
| Creative Planning | 183,557 | $11.1M | 0.01% | +50,614+38.1% | Added |
| Avantax Advisory Services, Inc. | 179,602 | $10.8M | 0.12% | −9,385−5.0% | Reduced |
| SEI Investments Co | 173,966 | $10.5M | 0.02% | +38,673+28.6% | Added |
| Manning & Napier Group, LLC | 172,765 | $10.4M | 0.12% | +31,171+22.0% | Added |
| Employees Retirement System of Texas | 171,148 | $10.3M | 0.14% | +1,751+1.0% | Added |
| Stamos Capital Partners, L.P. | 169,000 | $10.2M | 2.39% | +16,120+10.5% | Added |
| Allied Investment Advisors, LLC | 168,803 | $10.2M | 2.95% | +927+0.6% | Added |
| Oppenheimer Asset Management Inc. | 164,697 | $9.94M | 0.15% | −19,137−10.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 161,205 | $9.73M | 0.01% | −4,565−2.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 156,903 | $9.48M | 0.10% | −4,461−2.8% | Reduced |
| Citigroup Inc | 153,569 | $9.27M | 0.01% | −443,407−74.3% | Reduced |
| Janney Montgomery Scott LLC | 150,655 | $9.10M | 0.03% | −8,504−5.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 149,729 | $9.04M | 0.04% | +9,794+7.0% | Added |
| Cerity Partners LLC | 146,700 | $8.86M | 0.03% | +716+0.5% | Added |
| Captrust Financial Advisors | 146,079 | $8.82M | 0.03% | +9,787+7.2% | Added |
| Sit Investment Associates Inc | 146,015 | $8.82M | 0.23% | +1,105+0.8% | Added |
| Baird Financial Group, Inc. | 141,098 | $8.52M | 0.02% | +1,718+1.2% | Added |
| Janney Capital Management LLC | 140,951 | $8.51M | 0.59% | +1,350+1.0% | Added |
| Lodge Hill Capital, LLC | 138,500 | $8.36M | 2.83% | +43,500+45.8% | Added |
| Pinnacle Associates Ltd | 138,383 | $8.36M | 0.14% | +30,296+28.0% | Added |
| TownSquare Capital, LLC | 133,730 | $8.07M | 0.15% | +14,503+12.2% | Added |
| Woodstock Corp | 130,119 | $7.86M | 0.93% | +9,220+7.6% | Added |
| Gemsstock Limited | 128,800 | $7.78M | 5.25% | −115,300−47.2% | Reduced |
| Thornburg Investment Management Inc | 128,294 | $7.75M | 0.13% | +4,046+3.3% | Added |
| Neville Rodie & Shaw Inc | 128,075 | $7.73M | 0.67% | +2,450+2.0% | Added |
| Bragg Financial Advisors, Inc | 127,727 | $7.71M | 0.42% | +1,831+1.5% | Added |
| Crocodile Capital Partners GmbH | 126,606 | $7.65M | 7.82% | −299,694−70.3% | Reduced |
| Voya Investment Management LLC | 124,934 | $7.54M | 0.01% | +46,424+59.1% | Added |
| Regency Capital Management Inc. | 124,789 | $7.53M | 6.55% | +1,469+1.2% | Added |
| ARS Wealth Advisors Group, LLC | 123,650 | $7.47M | 1.19% | +1,110+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 122,962 | $7.42M | 0.84% | +501+0.4% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 122,537 | $7.40M | 2.40% | +5,687+4.9% | Added |
| Glenmede Trust Co NA | 128,194 | $7.38M | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 119,330 | $7.21M | 0.13% | +17,967+17.7% | Added |
| Eagle Global Advisors LLC | 118,950 | $7.18M | 0.47% | +4,923+4.3% | Added |
| Banco Santander, S.A. | 117,693 | $7.11M | 0.09% | +10,262+9.6% | Added |
| Fifth Third Bancorp | 116,656 | $7.04M | 0.03% | +3,557+3.1% | Added |
| Leuthold Group, LLC | 116,339 | $7.02M | 0.91% | −4,017−3.3% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $6.87M | 1.67% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 113,152 | $6.83M | 0.32% | −739−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 104,099 | $6.83M | 0.07% | +1,028+1.0% | Added |
| Weiss Multi-Strategy Advisers LLC | 112,500 | $6.79M | 0.15% | +112,500 | New |
| Toroso Investments, LLC | 111,577 | $6.74M | 0.20% | +11,719+11.7% | Added |
| Prospera Financial Services Inc | 110,754 | $6.69M | 0.26% | +9,583+9.5% | Added |
| Renaissance Group LLC | 110,263 | $6.66M | 0.29% | +2,958+2.8% | Added |
| New England Asset Management Inc | 107,785 | $6.51M | 0.94% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 106,618 | $6.44M | 0.77% | +11,088+11.6% | Added |
| Augustine Asset Management Inc | 105,377 | $6.36M | 2.94% | −138−0.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 104,254 | $6.29M | 0.01% | +2,467+2.4% | Added |
| Sandy Spring Bank | 103,732 | $6.26M | 0.33% | +1,601+1.6% | Added |
| Klingenstein Fields & Co LP | 103,588 | $6.25M | 0.29% | −1,637−1.6% | Reduced |
| First Republic Investment Management, Inc. | 103,006 | $6.22M | 0.03% | −125,248−54.9% | Reduced |
| National Bank of Canada | 102,862 | $6.21M | 0.01% | +4,000+4.0% | Added |