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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | 14,240 | $859.8K | 0.05% | −200−1.4% | Reduced |
| Navellier & Associates Inc | 14,140 | $853.8K | 0.17% | +314+2.3% | Added |
| Mather Group, LLC. | 14,077 | $850.0K | 0.01% | +1,512+12.0% | Added |
| Hayek Kallen Investment Management | 14,023 | $847.0K | 0.36% | +19+0.1% | Added |
| First Business Financial Services, Inc. | 13,931 | $841.2K | 0.10% | +194+1.4% | Added |
| Mairs & Power Inc | 13,920 | $840.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 13,837 | $836.0K | 0.00% | −1,765−11.3% | Reduced |
| Shoker Investment Counsel, Inc. | 13,845 | $836.0K | 0.35% | −720−4.9% | Reduced |
| Wambolt & Associates, LLC | 13,833 | $835.2K | 0.30% | +1,875+15.7% | Added |
| Prime Capital Investment Advisors, LLC | 13,801 | $833.3K | 0.02% | +1,686+13.9% | Added |
| True Wealth Design, LLC | 13,657 | $824.6K | 0.30% | −284−2.0% | Reduced |
| Guggenheim Capital LLC | 13,600 | $821.2K | 0.01% | −14,418−51.5% | Reduced |
| FDx Advisors, Inc. | 13,580 | $820.0K | 0.04% | −6,453−32.2% | Reduced |
| Sage Rhino Capital LLC | 13,554 | $818.4K | 0.23% | +263+2.0% | Added |
| Rodgers Brothers Inc. | 13,525 | $816.6K | 0.14% | −75−0.6% | Reduced |
| Central Trust Co | 13,442 | $811.6K | 0.02% | +195+1.5% | Added |
| Lake Street Advisors Group, LLC | 13,436 | $811.0K | 0.04% | +509+3.9% | Added |
| Segall Bryant & Hamill, LLC | 13,253 | $800.2K | 0.01% | +427+3.3% | Added |
| Sunbelt Securities, Inc. | 13,234 | $799.0K | 0.11% | +297+2.3% | Added |
| Ellsworth Advisors, LLC | 13,226 | $798.6K | 0.28% | +354+2.8% | Added |
| Texas Yale Capital Corp. | 13,144 | $793.6K | 0.04% | −608−4.4% | Reduced |
| Tiaa, FSB | 13,075 | $789.5K | 0.00% | −778−5.6% | Reduced |
| Crewe Advisors LLC | 13,022 | $786.3K | 0.11% | −400−3.0% | Reduced |
| NVWM, LLC | 12,963 | $782.7K | 0.25% | +465+3.7% | Added |
| Hudson Portfolio Management LLC | 12,915 | $779.8K | 0.85% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 12,904 | $779.1K | 0.01% | −3,525−21.5% | Reduced |
| Hancock Whitney Corp | 12,873 | $777.0K | 0.03% | +736+6.1% | Added |
| Toronto Dominion Bank | 12,858 | $776.0K | 0.00% | +1,305+11.3% | Added |
| Lido Advisors, LLC | 12,847 | $775.7K | 0.01% | +1,787+16.2% | Added |
| Dorsey & Whitney Trust CO LLC | 12,806 | $773.2K | 0.06% | −6,068−32.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,718 | $767.9K | 0.44% | −73−0.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,572 | $759.1K | 0.00% | +1,172+10.3% | Added |
| First Manhattan Co | 12,507 | $755.2K | 0.00% | +750+6.4% | Added |
| Profund Advisors LLC | 12,491 | $754.2K | 0.04% | −6,283−33.5% | Reduced |
| Farmers & Merchants Investments Inc | 12,420 | $749.9K | 0.03% | −1,030−7.7% | Reduced |
| Savant Capital, LLC | 12,357 | $746.1K | 0.01% | +1,715+16.1% | Added |
| TD Private Client Wealth LLC | 12,305 | $743.0K | 0.03% | −426−3.3% | Reduced |
| Balentine LLC | 12,297 | $742.5K | 0.02% | −4,205−25.5% | Reduced |
| GFG Capital, LLC | 12,284 | $741.7K | 0.14% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 12,248 | $739.5K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,240 | $739.1K | 0.12% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12,211 | $737.0K | 0.82% | −756−5.8% | Reduced |
| Wade G W & Inc | 12,214 | $737.0K | 0.03% | +282+2.4% | Added |
| Aull & Monroe Investment Management Corp | 12,149 | $733.6K | 0.37% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 12,137 | $732.8K | 0.05% | −55−0.5% | Reduced |
| Steel Peak Wealth Management LLC | 12,102 | $730.7K | 0.04% | +4,118+51.6% | Added |
| Capital Investment Advisors, LLC | 11,963 | $722.3K | 0.02% | +217+1.8% | Added |
| Pacific Global Investment Management CO | 11,932 | $720.5K | 0.15% | −2,393−16.7% | Reduced |
| Woodmont Investment Counsel LLC | 11,825 | $714.0K | 0.07% | −100−0.8% | Reduced |
| Moneta Group Investment Advisors LLC | 11,798 | $712.4K | 0.02% | −2,459−17.2% | Reduced |
| Birmingham Capital Management Co Inc | 11,730 | $708.3K | 0.30% | +50.0% | Added |
| Proequities, Inc. | 11,719 | $707.6K | 0.05% | +47+0.4% | Added |
| ETF Store, Inc. | 11,524 | $703.4K | 0.49% | +574+5.2% | Added |
| DFPG Investments, LLC | 11,368 | $701.7K | 0.06% | +1,177+11.5% | Added |
| CAPROCK Group, Inc. | 11,608 | $700.9K | 0.05% | −1,503−11.5% | Reduced |
| apricus wealth, LLC | 11,480 | $698.1K | 0.61% | +11,480 | New |
| Eagle Asset Management Inc | 11,540 | $696.8K | 0.00% | −431−3.6% | Reduced |
| DMG Group, LLC | 11,535 | $696.5K | 0.70% | −74−0.6% | Reduced |
| Kovack Advisors, Inc. | 11,529 | $696.1K | 0.09% | −3,462−23.1% | Reduced |
| Coulter & Justus Financial Services, LLC | 11,523 | $695.8K | 0.47% | −26,623−69.8% | Reduced |
| EP Wealth Advisors, LLC | 6,673 | $689.6K | 0.01% | −108,327−94.2% | Reduced |
| Henry James International Management, Inc. | 11,272 | $680.6K | 0.30% | 00.0% | Unchanged |
| Archetype Wealth Partners | 11,269 | $680.0K | 0.13% | −88−0.8% | Reduced |
| Flagship Harbor Advisors, LLC | 11,209 | $676.8K | 0.06% | −48−0.4% | Reduced |
| First Horizon Advisors, Inc. | 11,208 | $676.8K | 0.02% | −298−2.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,202 | $676.4K | 0.01% | −118−1.0% | Reduced |
| Ameritas Advisory Services, LLC | 11,336 | $676.2K | 0.09% | −2,202−16.3% | Reduced |
| Investors Research Corp | 11,157 | $673.7K | 0.17% | −50−0.4% | Reduced |
| Bradley Foster & Sargent Inc | 11,129 | $672.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11,001 | $669.5K | 0.27% | 00.0% | Unchanged |
| Nwam LLC | 10,977 | $662.8K | 0.05% | +2,161+24.5% | Added |
| Crawford Investment Counsel Inc | 10,970 | $662.4K | 0.01% | +10,970 | New |
| Marks Group Wealth Management, Inc | 10,914 | $659.0K | 0.08% | −215−1.9% | Reduced |
| Ironsides Asset Advisors, LLC | 11,002 | $657.4K | 0.28% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,821 | $653.4K | 0.02% | +135+1.3% | Added |
| Lazard Asset Management LLC | 10,830 | $653.0K | 0.00% | −6−0.1% | Reduced |
| Mutual Advisors, LLC | 10,814 | $652.9K | 0.02% | +5,179+91.9% | Added |
| Schnieders Capital Management LLC | 10,810 | $652.7K | 0.14% | −50−0.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,808 | $652.6K | 0.00% | +529+5.1% | Added |
| Arkadios Wealth Advisors | 10,803 | $652.3K | 0.08% | −59−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 10,759 | $650.0K | 0.06% | +1,153+12.0% | Added |
| Trust Co of Vermont | 10,739 | $648.4K | 0.04% | −474−4.2% | Reduced |
| Apollon Wealth Management, LLC | 10,723 | $647.5K | 0.03% | +4,394+69.4% | Added |
| Legacy Financial Advisors, Inc. | 10,690 | $645.5K | 0.12% | +873+8.9% | Added |
| Forefront Wealth Management Inc. | 10,630 | $641.8K | 0.85% | +50.0% | Added |
| Baker Tilly Wealth Management, LLC | 10,575 | $638.5K | 0.07% | +530+5.3% | Added |
| Two Sigma Advisers, LP | 10,500 | $634.0K | 0.00% | +3,140+42.7% | Added |
| 9258 Wealth Management, LLC | 10,440 | $630.4K | 0.12% | −457−4.2% | Reduced |
| Wealthcare Advisory Partners LLC | 10,438 | $630.3K | 0.03% | −78−0.7% | Reduced |
| Wolverine Trading, LLC | 10,508 | $628.9K | 0.01% | −20,377−66.0% | Reduced |
| PFG Investments, LLC | 10,401 | $628.0K | 0.11% | −1,574−13.1% | Reduced |
| MidWestOne Financial Group, Inc. | 10,390 | $627.3K | 0.14% | +790+8.2% | Added |
| Integrated Advisors Network LLC | 10,350 | $624.9K | 0.04% | +2,097+25.4% | Added |
| Great Diamond Partners, LLC | 10,285 | $621.0K | 0.16% | +219+2.2% | Added |
| Eagle Rock Investment Company, LLC | 10,150 | $617.2K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,151 | $612.9K | 0.04% | +388+4.0% | Added |
| Penbrook Management LLC | 10,100 | $609.8K | 0.44% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 10,100 | $609.8K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10,088 | $609.1K | 0.14% | +1,980+24.4% | Added |
| Welch & Forbes LLC | 10,035 | $605.9K | 0.01% | −20−0.2% | Reduced |