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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 22,706 | $1.37M | 0.08% | −1,137−4.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,657 | $1.37M | 0.36% | −432−1.9% | Reduced |
| Johnson Investment Counsel Inc | 22,651 | $1.37M | 0.02% | −265−1.2% | Reduced |
| HF Advisory Group, LLC | 22,577 | $1.36M | 1.08% | +2,697+13.6% | Added |
| Hantz Financial Services, Inc. | 22,439 | $1.35M | 0.03% | +1,810+8.8% | Added |
| Kelly Lawrence W & Associates Inc | 22,423 | $1.35M | 0.35% | −33−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,388 | $1.35M | 0.01% | +22,388 | New |
| Quantinno Capital Management LP | 22,175 | $1.34M | 0.08% | +5,065+29.6% | Added |
| Hunter Associates Investment Management LLC | 22,217 | $1.34M | 0.26% | −750−3.3% | Reduced |
| Manufacturers Life Insurance Company, The | 22,124 | $1.34M | 0.00% | +287+1.3% | Added |
| McKinley Capital Management LLC /Delaware | 21,958 | $1.33M | 0.18% | −121−0.5% | Reduced |
| Sendero Wealth Management, LLC | 21,915 | $1.32M | 0.29% | +5,541+33.8% | Added |
| Crescent Sterling, Ltd. | 21,613 | $1.30M | 1.24% | −900−4.0% | Reduced |
| Herold Advisors, Inc. | 21,610 | $1.30M | 0.40% | −489−2.2% | Reduced |
| HSBC Holdings PLC | 21,019 | $1.27M | 0.00% | −25,357−54.7% | Reduced |
| Atlas Private Wealth Management | 20,968 | $1.27M | 0.67% | +1,072+5.4% | Added |
| Pathstone Family Office, LLC | 21,147 | $1.26M | 0.02% | +14,072+198.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 20,894 | $1.26M | 0.13% | +20,894 | New |
| Excalibur Management Corp | 20,739 | $1.25M | 0.64% | −22−0.1% | Reduced |
| SOL Capital Management CO | 20,628 | $1.25M | 0.19% | −325−1.6% | Reduced |
| MAI Capital Management | 20,426 | $1.23M | 0.02% | +314+1.6% | Added |
| Beese Fulmer Investment Management, Inc. | 20,394 | $1.23M | 0.13% | +339+1.7% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.23M | 0.15% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,116 | $1.21M | 0.13% | +20,116 | New |
| Quest Investment Management LLC | 20,000 | $1.21M | 0.16% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 19,917 | $1.20M | 0.11% | +3,947+24.7% | Added |
| Beacon Pointe Advisors, LLC | 19,877 | $1.20M | 0.02% | −7,342−27.0% | Reduced |
| WealthTrust Axiom LLC | 19,790 | $1.19M | 0.40% | +553+2.9% | Added |
| Red Spruce Capital, LLC | 19,613 | $1.18M | 0.64% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 19,585 | $1.18M | 0.94% | 00.0% | Unchanged |
| King Luther Capital Management Corp | 19,476 | $1.18M | 0.01% | −51−0.3% | Reduced |
| Shufro Rose & Co LLC | 19,450 | $1.17M | 0.11% | −950−4.7% | Reduced |
| Prudential Financial Inc | 19,383 | $1.17M | 0.00% | −2,666−12.1% | Reduced |
| Independent Advisor Alliance | 19,163 | $1.16M | 0.05% | −266−1.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,096 | $1.15M | 0.04% | −50−0.3% | Reduced |
| Acadian Asset Management LLC | 18,947 | $1.14M | 0.00% | +18,947 | New |
| Miracle Mile Advisors, LLC | 18,886 | $1.14M | 0.03% | −14,629−43.6% | Reduced |
| West Family Investments, Inc. | 18,791 | $1.13M | 0.44% | 00.0% | Unchanged |
| Whittier Trust Co | 18,651 | $1.13M | 0.02% | +496+2.7% | Added |
| Solstein Capital, LLC | 18,577 | $1.12M | 0.94% | +750+4.2% | Added |
| Vise Technologies, Inc. | 18,543 | $1.12M | 0.27% | +843+4.8% | Added |
| Wedbush Securities Inc | 18,499 | $1.12M | 0.05% | −2,331−11.2% | Reduced |
| Auxier Asset Management | 18,431 | $1.11M | 0.18% | +985+5.6% | Added |
| Level Four Advisory Services, LLC | 18,370 | $1.11M | 0.07% | −473−2.5% | Reduced |
| Vident Investment Advisory, LLC | 18,169 | $1.10M | 0.04% | −15,763−46.5% | Reduced |
| Ieq Capital, LLC | 18,147 | $1.10M | 0.02% | +1,614+9.8% | Added |
| Greenleaf Trust | 18,133 | $1.09M | 0.01% | +30.0% | Added |
| Bogart Wealth, LLC | 17,840 | $1.08M | 0.07% | +3,256+22.3% | Added |
| Glenview Trust Co | 17,766 | $1.07M | 0.03% | −344−1.9% | Reduced |
| Eqis Capital Management, Inc. | 17,745 | $1.07M | 0.12% | +17,745 | New |
| Nicholas Hoffman & Company, LLC. | 17,620 | $1.06M | 0.04% | −310−1.7% | Reduced |
| WNY Asset Management, LLC | 17,546 | $1.06M | 0.23% | +3,757+27.2% | Added |
| Greystone Financial Group, LLC | 17,510 | $1.06M | 0.25% | −3,379−16.2% | Reduced |
| BTC Capital Management, Inc. | 17,080 | $1.05M | 0.11% | −129−0.7% | Reduced |
| Traynor Capital Management, Inc. | 17,305 | $1.04M | 0.14% | −1,219−6.6% | Reduced |
| Koshinski Asset Management, Inc. | 17,284 | $1.04M | 0.11% | −3,829−18.1% | Reduced |
| Sigma Planning Corp | 17,222 | $1.04M | 0.04% | −4,544−20.9% | Reduced |
| Busey Wealth Management | 17,206 | $1.04M | 0.04% | −1,781−9.4% | Reduced |
| Retirement Guys Formula LLC | 18,105 | $1.04M | 0.60% | +3,300+22.3% | Added |
| Epoch Investment Partners, Inc. | 17,177 | $1.04M | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 17,045 | $1.03M | 0.09% | −185−1.1% | Reduced |
| Dearborn Partners LLC | 16,939 | $1.02M | 0.04% | +700+4.3% | Added |
| Absher Wealth Management, LLC | 16,800 | $1.01M | 0.17% | +509+3.1% | Added |
| Stratos Wealth Partners, LTD. | 16,789 | $1.01M | 0.02% | +409+2.5% | Added |
| Rathbone Brothers plc | 16,700 | $1.01M | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 16,602 | $1.00M | 0.13% | −3,825−18.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,557 | $999.7K | 0.04% | −17−0.1% | Reduced |
| Next Level Private LLC | 16,673 | $999.0K | 0.65% | +24+0.1% | Added |
| Intrua Financial, LLC | 16,462 | $994.0K | 0.18% | −277−1.7% | Reduced |
| Ingalls & Snyder LLC | 16,452 | $993.0K | 0.05% | −685−4.0% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $981.1K | 0.07% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 16,200 | $978.2K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 16,079 | $970.9K | 0.03% | +889+5.9% | Added |
| Coronation Fund Managers Ltd. | 16,046 | $968.9K | 0.03% | +16,046 | New |
| Mount Yale Investment Advisors, LLC | 16,027 | $967.7K | 0.10% | +5,654+54.5% | Added |
| Marietta Investment Partners LLC | 15,924 | $961.5K | 0.25% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,784 | $953.0K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 15,682 | $946.9K | 0.14% | +1,198+8.3% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $934.0K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 15,461 | $933.6K | 0.04% | +2,549+19.7% | Added |
| HBK Sorce Advisory LLC | 15,445 | $932.6K | 0.04% | −601−3.7% | Reduced |
| Mission Wealth Management, LP | 15,395 | $929.5K | 0.04% | +2,262+17.2% | Added |
| Pettyjohn, Wood & White, Inc | 15,390 | $929.2K | 0.22% | +2,125+16.0% | Added |
| Banco de Sabadell, S.A | 15,178 | $913.0K | 0.74% | −78−0.5% | Reduced |
| IFP Advisors, Inc | 17,275 | $910.0K | 0.05% | −2,052−10.6% | Reduced |
| Bank of Hawaii | 15,045 | $908.4K | 0.05% | −3,347−18.2% | Reduced |
| Clearstead Advisors, LLC | 14,945 | $902.4K | 0.05% | +1,277+9.3% | Added |
| Summit Global Investments | 14,856 | $897.0K | 0.06% | −33−0.2% | Reduced |
| Wealthspire Advisors, LLC | 14,777 | $892.2K | 0.01% | +1,044+7.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 14,754 | $891.2K | 0.07% | −1,043−6.6% | Reduced |
| Beck Mack & Oliver LLC | 14,757 | $891.0K | 0.02% | −1,000−6.3% | Reduced |
| Clarius Group, LLC | 14,729 | $889.3K | 0.07% | +80+0.5% | Added |
| First National Bank of Omaha | 14,700 | $887.6K | 0.05% | −621−4.1% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,683 | $886.6K | 0.09% | −311−2.1% | Reduced |
| Confluence Investment Management LLC | 14,670 | $885.8K | 0.01% | −1,521−9.4% | Reduced |
| American Financial Group Inc | 14,500 | $876.0K | 0.27% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 14,472 | $873.8K | 0.11% | +8,441+140.0% | Added |
| Clifford Capital Partners LLC | 14,396 | $869.2K | 0.25% | +14,396 | New |
| Donoghue Forlines LLC | 14,350 | $866.5K | 0.27% | −5,173−26.5% | Reduced |
| Puzo Michael J | 14,250 | $860.4K | 0.27% | 00.0% | Unchanged |