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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 44,626 | $2.69M | 0.61% | +2,515+6.0% | Added |
| Charles Schwab Investment Management Inc | 43,812 | $2.65M | 0.00% | +18,349+72.1% | Added |
| Chicago Trust Co NA | 43,619 | $2.63M | 0.63% | −1,794−4.0% | Reduced |
| Portland Global Advisors LLC | 43,558 | $2.63M | 0.43% | −1,072−2.4% | Reduced |
| Regions Financial Corp | 43,540 | $2.63M | 0.02% | −2,545−5.5% | Reduced |
| Aquatic Capital Management LLC | 43,200 | $2.61M | 0.14% | −60,800−58.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 42,565 | $2.57M | 0.10% | +3,838+9.9% | Added |
| Integrated Wealth Concepts LLC | 42,315 | $2.55M | 0.04% | +3,635+9.4% | Added |
| First Hawaiian Bank | 42,020 | $2.54M | 0.08% | +1,660+4.1% | Added |
| Private Advisor Group, LLC | 41,488 | $2.52M | 0.02% | −963−2.3% | Reduced |
| Schechter Investment Advisors, LLC | 41,601 | $2.51M | 0.23% | −1,021−2.4% | Reduced |
| Altrafin AG | 41,550 | $2.51M | 1.13% | +35,038+538.1% | Added |
| Sentinel Trust Co Lba | 41,520 | $2.51M | 0.34% | 00.0% | Unchanged |
| Advisors Management Group Inc | 41,499 | $2.51M | 0.75% | −1,143−2.7% | Reduced |
| Advisor Partners II, LLC | 41,484 | $2.50M | 0.12% | −624−1.5% | Reduced |
| Horan Capital Advisors, LLC. | 41,327 | $2.50M | 0.97% | +531+1.3% | Added |
| Foster & Motley Inc | 41,266 | $2.49M | 0.19% | −64−0.2% | Reduced |
| Victory Capital Management Inc | 41,242 | $2.49M | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 40,049 | $2.42M | 0.04% | +394+1.0% | Added |
| Snowden Capital Advisors LLC | 39,931 | $2.41M | 0.09% | +13,320+50.1% | Added |
| Cannell Peter B & Co Inc | 39,430 | $2.38M | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 39,230 | $2.37M | 0.16% | −704−1.8% | Reduced |
| Ritholtz Wealth Management | 39,230 | $2.37M | 0.11% | +964+2.5% | Added |
| AE Wealth Management LLC | 38,562 | $2.33M | 0.01% | +5,181+15.5% | Added |
| Drexel Morgan & Co. | 38,544 | $2.33M | 0.60% | +1,000+2.7% | Added |
| Mill Capital Management, LLC | 38,490 | $2.32M | 0.22% | +2,334+6.5% | Added |
| Barclays PLC | 38,383 | $2.32M | 0.00% | +25,928+208.2% | Added |
| Moran Wealth Management, LLC | 38,109 | $2.30M | 0.09% | −588−1.5% | Reduced |
| Credit Capital Investments LLC | 38,000 | $2.29M | 2.99% | −3,500−8.4% | Reduced |
| Recurrent Investment Advisors LLC | 97,423 | $2.29M | 0.39% | +97,423 | New |
| Kistler-Tiffany Companies, LLC | 37,843 | $2.28M | 0.37% | +640+1.7% | Added |
| Rafferty Asset Management, LLC | 37,755 | $2.28M | 0.01% | −5,770−13.3% | Reduced |
| SeaCrest Wealth Management, LLC | 37,480 | $2.26M | 0.29% | −3,957−9.5% | Reduced |
| Earnest Partners LLC | 36,943 | $2.23M | 0.01% | −146−0.4% | Reduced |
| Advisory Services Network, LLC | 35,918 | $2.17M | 0.06% | +1,094+3.1% | Added |
| Bahl & Gaynor Inc | 35,850 | $2.16M | 0.01% | +5,000+16.2% | Added |
| Quinn Opportunity Partners LLC | 35,046 | $2.12M | 0.29% | −4,000−10.2% | Reduced |
| Sierra Capital LLC | 34,927 | $2.11M | 0.33% | +59+0.2% | Added |
| Waters Parkerson & Co., LLC | 34,784 | $2.10M | 0.12% | −225−0.6% | Reduced |
| Portside Wealth Group, LLC | 34,659 | $2.09M | 0.39% | +34,659 | New |
| Cary Street Partner Investment Advisory LLC | 33,602 | $2.03M | 0.13% | +63+0.2% | Added |
| Simmons Bank | 33,517 | $2.02M | 0.17% | −1,036−3.0% | Reduced |
| Brown Advisory Inc | 33,043 | $2.00M | 0.00% | −4,399−11.7% | Reduced |
| Valeo Financial Advisors, LLC | 43,516 | $1.99M | 0.09% | −635−1.4% | Reduced |
| DRW Securities, LLC | 33,001 | $1.99M | 0.15% | +29,318+796.0% | Added |
| Mitchell Capital Management Co | 33,000 | $1.99M | 0.46% | +1,895+6.1% | Added |
| Octavia Wealth Advisors, LLC | 32,756 | $1.98M | 0.40% | −527−1.6% | Reduced |
| Burney Co | 32,722 | $1.98M | 0.09% | +995+3.1% | Added |
| Boston Private Wealth LLC | 32,320 | $1.95M | 0.04% | −995−3.0% | Reduced |
| Park Avenue Securities LLC | 32,246 | $1.95M | 0.03% | +2,283+7.6% | Added |
| Sequoia Financial Advisors, LLC | 32,032 | $1.93M | 0.03% | +5,727+21.8% | Added |
| Veritable, L.P. | 31,974 | $1.93M | 0.03% | −1,019−3.1% | Reduced |
| Game Creek Capital, LP | 31,250 | $1.89M | 1.25% | −4,875−13.5% | Reduced |
| Leavell Investment Management, Inc. | 31,199 | $1.88M | 0.13% | +2,250+7.8% | Added |
| Haverford Trust Co | 31,078 | $1.88M | 0.02% | −2,381−7.1% | Reduced |
| Financial Counselors Inc | 30,603 | $1.85M | 0.04% | +5,084+19.9% | Added |
| Quadrant Capital Group LLC | 30,417 | $1.84M | 0.18% | −1,469−4.6% | Reduced |
| Stolper Co | 30,014 | $1.81M | 0.76% | −134−0.4% | Reduced |
| Umb Bank N A | 29,287 | $1.77M | 0.03% | +1,743+6.3% | Added |
| Lakeview Capital Partners, LLC | 28,525 | $1.72M | 0.32% | +4,642+19.4% | Added |
| NewEdge Wealth, LLC | 28,177 | $1.70M | 0.06% | −936−3.2% | Reduced |
| National Asset Management, Inc. | 27,707 | $1.67M | 0.04% | +154+0.6% | Added |
| Tandem Capital Management Corp | 27,453 | $1.66M | 1.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 27,153 | $1.64M | 0.06% | +409+1.5% | Added |
| Perigon Wealth Management, LLC | 27,609 | $1.64M | 0.06% | +1,371+5.2% | Added |
| Highland Capital Management, LLC | 27,104 | $1.64M | 0.11% | +27,104 | New |
| Insigneo Advisory Services, LLC | 27,092 | $1.64M | 0.31% | +2,862+11.8% | Added |
| Lowe Brockenbrough & Co Inc | 26,933 | $1.63M | 0.12% | −805−2.9% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.62M | 0.80% | 00.0% | Unchanged |
| Cowa, LLC | 26,873 | $1.62M | 1.07% | −61,251−69.5% | Reduced |
| Rhumbline Advisers | 26,738 | $1.61M | 0.00% | +26,738 | New |
| Lester Murray Antman dba SimplyRich | 26,561 | $1.60M | 0.57% | +42+0.2% | Added |
| Regatta Capital Group, LLC | 26,543 | $1.60M | 0.51% | −675−2.5% | Reduced |
| Community Bank of Raymore | 26,400 | $1.59M | 0.69% | −15,000−36.2% | Reduced |
| Avidian Wealth Solutions, LLC | 26,395 | $1.59M | 0.10% | −13,757−34.3% | Reduced |
| Forum Financial Management, LP | 26,331 | $1.59M | 0.04% | −860−3.2% | Reduced |
| State Street Corp | 26,330 | $1.59M | 0.00% | −55,072−67.7% | Reduced |
| Roberts Wealth Advisors, LLC | 26,184 | $1.58M | 0.70% | −900−3.3% | Reduced |
| Two Sigma Investments, LP | 26,000 | $1.57M | 0.00% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 25,785 | $1.56M | 0.09% | +6,823+36.0% | Added |
| Cohen Capital Management, Inc. | 25,700 | $1.55M | 0.30% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 25,553 | $1.54M | 0.81% | −150−0.6% | Reduced |
| Pitcairn Co | 25,536 | $1.54M | 0.13% | +224+0.9% | Added |
| Stock Yards Bank & Trust Co | 25,339 | $1.53M | 0.06% | −2,032−7.4% | Reduced |
| Systrade AG | 25,000 | $1.51M | 1.83% | −275,000−91.7% | Reduced |
| CSS LLC | 24,928 | $1.51M | 0.12% | −2,000−7.4% | Reduced |
| Grace & White Inc | 24,816 | $1.50M | 0.28% | 00.0% | Unchanged |
| Park National Corp | 24,776 | $1.50M | 0.07% | −107−0.4% | Reduced |
| GWM Advisors LLC | 24,539 | $1.48M | 0.02% | +4,615+23.2% | Added |
| Howe & Rusling Inc | 24,394 | $1.47M | 0.16% | +372+1.5% | Added |
| GYL Financial Synergies, LLC | 24,269 | $1.47M | 0.13% | +1,524+6.7% | Added |
| Coppell Advisory Solutions LLC | 24,468 | $1.46M | 0.43% | +3,273+15.4% | Added |
| Wesbanco Bank Inc | 24,063 | $1.45M | 0.06% | +1,710+7.6% | Added |
| Barry Investment Advisors, LLC | 24,058 | $1.45M | 0.49% | −309−1.3% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,948 | $1.45M | 1.02% | −17,894−42.8% | Reduced |
| Assetmark, Inc | 23,787 | $1.44M | 0.01% | −57−0.2% | Reduced |
| Howland Capital Management LLC | 23,575 | $1.42M | 0.08% | −500−2.1% | Reduced |
| GM Advisory Group, Inc. | 23,355 | $1.41M | 0.12% | −1,920−7.6% | Reduced |
| Old National Bancorp | 23,183 | $1.40M | 0.04% | −3,009−11.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 23,041 | $1.39M | 0.41% | +69+0.3% | Added |