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 |
|---|---|---|---|---|---|
| Heritage Investors Management Corp | 101,918 | $6.15M | 0.25% | −2,444−2.3% | Reduced |
| Eastover Investment Advisors LLC | 101,891 | $6.15M | 3.28% | −942−0.9% | Reduced |
| Claret Asset Management Corp | 100,448 | $6.07M | 1.18% | −1,514−1.5% | Reduced |
| JBF Capital, Inc. | 100,000 | $6.04M | 1.27% | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 100,000 | $6.04M | 0.21% | +100,000 | New |
| Sawtooth Solutions, LLC | 98,521 | $5.95M | 0.16% | +2,029+2.1% | Added |
| Bleakley Financial Group, LLC | 98,521 | $5.95M | 0.19% | +2,029+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 96,162 | $5.81M | 0.09% | +190.0% | Added |
| tru Independence LLC | 94,600 | $5.71M | 1.88% | −4,228−4.3% | Reduced |
| Hohimer Wealth Management, LLC | 94,510 | $5.71M | 1.58% | −3,677−3.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.55M | 0.08% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 88,983 | $5.37M | 0.00% | +2,651+3.1% | Added |
| Palogic Value Management, L.P. | 87,133 | $5.26M | 2.47% | −7,439−7.9% | Reduced |
| Keybank National Association | 86,832 | $5.24M | 0.02% | −1,009−1.1% | Reduced |
| Kempner Capital Management Inc. | 86,087 | $5.20M | 3.33% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 85,271 | $5.15M | 2.42% | +1,066+1.3% | Added |
| Azimuth Capital Investment Management LLC | 85,074 | $5.14M | 0.24% | +639+0.8% | Added |
| Nelson Capital Management, LLC | 84,549 | $5.11M | 1.32% | −3,243−3.7% | Reduced |
| Trexquant Investment LP | 83,407 | $5.04M | 0.13% | +49,337+144.8% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.89M | 6.29% | 00.0% | Unchanged |
| Viking Fund Management LLC | 80,000 | $4.83M | 0.91% | 00.0% | Unchanged |
| First Trust Advisors LP | 79,081 | $4.77M | 0.01% | −3,894−4.7% | Reduced |
| South State Corp. | 78,397 | $4.73M | 0.42% | −3,426−4.2% | Reduced |
| Bulltick Wealth Management, LLC | 78,274 | $4.73M | 1.11% | +260+0.3% | Added |
| Brown Brothers Harriman & Co | 77,480 | $4.68M | 0.04% | −2,610−3.3% | Reduced |
| Twin Tree Management, LP | 75,464 | $4.56M | 0.09% | −313,450−80.6% | Reduced |
| Cetera Advisor Networks LLC | 75,361 | $4.55M | 0.03% | −1,503−2.0% | Reduced |
| Hedges Asset Management LLC | 74,550 | $4.50M | 3.81% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 73,563 | $4.44M | 0.20% | −1,600−2.1% | Reduced |
| Advocate Group LLC | 72,605 | $4.38M | 0.96% | −1,640−2.2% | Reduced |
| Peapack Gladstone Financial Corp | 71,431 | $4.31M | 0.08% | +444+0.6% | Added |
| Brookmont Capital Management | 70,376 | $4.25M | 2.56% | −108−0.2% | Reduced |
| MML Investors Services, LLC | 70,096 | $4.23M | 0.02% | +8,185+13.2% | Added |
| Royce & Associates LP | 70,000 | $4.23M | 0.04% | +4,000+6.1% | Added |
| Griffin Asset Management, Inc. | 68,399 | $4.13M | 0.56% | +230.0% | Added |
| JustInvest LLC | 67,660 | $4.09M | 0.13% | +7,623+12.7% | Added |
| Fiduciary Trust Co | 67,392 | $4.07M | 0.07% | −2,848−4.1% | Reduced |
| Deltec Asset Management LLC | 67,154 | $4.05M | 0.89% | 00.0% | Unchanged |
| Bokf, NA | 67,027 | $4.05M | 0.08% | −39,305−37.0% | Reduced |
| YHB Investment Advisors, Inc. | 65,908 | $3.98M | 0.37% | +13,000+24.6% | Added |
| Huntington National Bank | 65,666 | $3.96M | 0.04% | +2,663+4.2% | Added |
| Everett Harris & Co | 64,998 | $3.92M | 0.06% | +34,385+112.3% | Added |
| Adell Harriman & Carpenter Inc | 64,324 | $3.91M | 0.40% | +16,958+35.8% | Added |
| Bard Financial Services, Inc. | 64,775 | $3.91M | 0.30% | +1,200+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 64,336 | $3.88M | 0.07% | −3,893−5.7% | Reduced |
| Putnam Investments LLC | 64,300 | $3.88M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 64,216 | $3.88M | 0.02% | −3,558−5.2% | Reduced |
| Deutsche Bank AG | 63,286 | $3.82M | 0.00% | −22,126−25.9% | Reduced |
| Beddow Capital Management Inc | 62,765 | $3.79M | 1.93% | −600−0.9% | Reduced |
| Synovus Financial Corp | 61,426 | $3.71M | 0.04% | +6,345+11.5% | Added |
| Brinker Capital Investments, LLC | 61,061 | $3.69M | 0.04% | −706−1.1% | Reduced |
| Orion Portfolio Solutions, LLC | 61,061 | $3.69M | 0.04% | −706−1.1% | Reduced |
| Dodge & Cox | 60,213 | $3.64M | 0.00% | −2,700−4.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 60,000 | $3.62M | 0.01% | −10,000−14.3% | Reduced |
| Weatherly Asset Management L. P. | 59,109 | $3.57M | 0.42% | −2,266−3.7% | Reduced |
| Reik & Co., LLC | 58,912 | $3.56M | 0.98% | −670−1.1% | Reduced |
| Atria Investments LLC | 58,751 | $3.55M | 0.06% | +205+0.4% | Added |
| Richard P Slaughter Associates Inc | 58,646 | $3.54M | 1.02% | +673+1.2% | Added |
| Jefferies Financial Group Inc. | 58,160 | $3.51M | 0.07% | +44,503+325.9% | Added |
| Bridge Creek Capital Management LLC | 57,838 | $3.49M | 1.25% | −440−0.8% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.48M | 0.20% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 57,549 | $3.47M | 0.04% | −932−1.6% | Reduced |
| Veriti Management LLC | 56,353 | $3.40M | 0.38% | +562+1.0% | Added |
| CWM, LLC | 55,848 | $3.37M | 0.02% | +23,528+72.8% | Added |
| Cary Street Partners Asset Management LLC | 55,728 | $3.36M | 0.63% | +436+0.8% | Added |
| Commerce Bank | 55,577 | $3.36M | 0.03% | +5,854+11.8% | Added |
| Meitav Dash Investments Ltd | 55,448 | $3.35M | 0.03% | +55,448 | New |
| Atria Wealth Solutions, Inc. | 55,429 | $3.35M | 0.05% | +4,945+9.8% | Added |
| Cetera Investment Advisers | 55,038 | $3.32M | 0.03% | −2,943−5.1% | Reduced |
| Continental Advisors LLC | 55,020 | $3.32M | 2.93% | 00.0% | Unchanged |
| Cardinal Capital Management | 54,939 | $3.32M | 0.67% | −996−1.8% | Reduced |
| Blair William & Co | 54,800 | $3.31M | 0.01% | +6,806+14.2% | Added |
| Concentric Wealth Management, LLC | 54,516 | $3.29M | 1.05% | −1,487−2.7% | Reduced |
| Asio Capital, LLC | 54,317 | $3.28M | 0.80% | +11,867+28.0% | Added |
| Susquehanna International Group, LLP | 53,837 | $3.25M | 0.01% | +26,203+94.8% | Added |
| Credential Qtrade Securities Inc. | 52,201 | $3.15M | 0.20% | −1,146−2.1% | Reduced |
| Kestra Advisory Services, LLC | 50,423 | $3.04M | 0.03% | −300−0.6% | Reduced |
| Madison Asset Management, LLC | 50,136 | $3.03M | 0.04% | −3,054−5.7% | Reduced |
| Baker Avenue Asset Management, LP | 50,060 | $3.02M | 0.15% | −50−0.1% | Reduced |
| Wetherby Asset Management Inc | 50,057 | $3.02M | 0.16% | −1,084−2.1% | Reduced |
| Amica Mutual Insurance Co | 49,872 | $3.01M | 0.34% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 48,774 | $3.01M | 1.55% | −1,709−3.4% | Reduced |
| Raymond James Trust N.A. | 49,375 | $2.98M | 0.09% | −943−1.9% | Reduced |
| Oppenheimer & Co Inc | 49,083 | $2.96M | 0.06% | −8,958−15.4% | Reduced |
| LSV Asset Management | 48,400 | $2.92M | 0.01% | +48,400 | New |
| Jarislowsky, Fraser Ltd | 48,172 | $2.91M | 0.02% | −1,160−2.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 47,870 | $2.89M | 0.36% | −1,125−2.3% | Reduced |
| Advisors Asset Management, Inc. | 47,675 | $2.88M | 0.06% | +4,413+10.2% | Added |
| Trustmark National Bank Trust Department | 47,475 | $2.87M | 0.27% | −17,151−26.5% | Reduced |
| Naviter Wealth, LLC | 47,471 | $2.87M | 0.73% | +4,694+11.0% | Added |
| Cetera Advisors LLC | 47,256 | $2.85M | 0.04% | −9,182−16.3% | Reduced |
| JCIC Asset Management Inc. | 46,735 | $2.82M | 1.28% | −510−1.1% | Reduced |
| Columbia Asset Management | 46,597 | $2.81M | 0.61% | +525+1.1% | Added |
| Gilman Hill Asset Management, LLC | 46,446 | $2.80M | 0.52% | +2,910+6.7% | Added |
| Jackson Square Capital, LLC | 46,234 | $2.79M | 1.12% | −2,040−4.2% | Reduced |
| Colony Group LLC | 45,966 | $2.77M | 0.04% | +190.0% | Added |
| HB Wealth Management, LLC | 45,187 | $2.73M | 0.04% | +18,313+68.1% | Added |
| Phoenix Holdings Ltd. | 45,235 | $2.73M | 0.06% | +20,380+82.0% | Added |
| Kanawha Capital Management LLC | 45,041 | $2.72M | 0.25% | −1,013−2.2% | Reduced |
| Signaturefd, LLC | 44,815 | $2.71M | 0.07% | −633−1.4% | Reduced |