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 |
|---|---|---|---|---|---|
| Northwest Capital Management Inc | 10,000 | $603.8K | 0.25% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 9,972 | $602.1K | 0.05% | −4,391−30.6% | Reduced |
| TrinityPoint Wealth, LLC | 9,950 | $600.8K | 0.12% | −24−0.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 9,892 | $597.3K | 0.00% | +47+0.5% | Added |
| Rosenberg Matthew Hamilton | 9,886 | $596.9K | 0.20% | +20.0% | Added |
| NBT Bank N A | 9,850 | $594.7K | 0.08% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 9,817 | $592.8K | 0.28% | +150+1.6% | Added |
| North Star Investment Management Corp. | 9,800 | $591.7K | 0.05% | −100−1.0% | Reduced |
| Smithfield Trust Co | 9,766 | $591.0K | 0.04% | 00.0% | Unchanged |
| W Advisors, LLC | 9,764 | $589.5K | 0.46% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,728 | $587.4K | 0.17% | +25+0.3% | Added |
| Pictet Bank & Trust Ltd | 9,670 | $583.9K | 0.48% | −630−6.1% | Reduced |
| Gradient Investments LLC | 9,649 | $582.6K | 0.02% | +166+1.8% | Added |
| Diversified Trust Co | 9,615 | $580.6K | 0.02% | +296+3.2% | Added |
| Fruth Investment Management | 9,548 | $576.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $575.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $574.6K | 0.15% | +421+4.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $574.5K | 0.40% | 00.0% | Unchanged |
| Private Trust Co NA | 9,492 | $573.1K | 0.07% | +459+5.1% | Added |
| Clarus Group, Inc. | 9,446 | $570.4K | 0.42% | +8+0.1% | Added |
| Wrapmanager Inc | 9,371 | $565.8K | 0.17% | −1,651−15.0% | Reduced |
| Saturna Capital CORP | 9,299 | $561.5K | 0.01% | −650−6.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,281 | $560.4K | 0.09% | −483−4.9% | Reduced |
| Elevated Capital Advisors, LLC | 9,259 | $559.1K | 0.19% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,229 | $557.2K | 0.08% | −199−2.1% | Reduced |
| Gryphon Financial Partners LLC | 9,191 | $555.0K | 0.12% | +9+0.1% | Added |
| J.W. Cole Advisors, Inc. | 9,187 | $554.7K | 0.04% | +253+2.8% | Added |
| First Wilshire Securities Management Inc | 9,174 | $554.0K | 0.19% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,091 | $548.9K | 0.01% | −90−1.0% | Reduced |
| Seed Wealth Management, Inc. | 9,035 | $545.5K | 0.58% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,032 | $545.3K | 0.18% | +177+2.0% | Added |
| Change Path, LLC | 9,030 | $545.0K | 0.03% | +722+8.7% | Added |
| Private Capital Management, LLC | 9,024 | $544.9K | 0.07% | +3,024+50.4% | Added |
| Resurgent Financial Advisors LLC | 9,015 | $544.3K | 0.36% | +300+3.4% | Added |
| MSH Capital Advisors LLC | 9,009 | $544.0K | 0.20% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 8,985 | $543.0K | 0.24% | −3,812−29.8% | Reduced |
| Inscription Capital, LLC | 8,993 | $543.0K | 0.17% | −540−5.7% | Reduced |
| SYSTM Wealth Solutions LLC | 8,962 | $541.1K | 0.07% | +9+0.1% | Added |
| Estabrook Capital Management | 8,935 | $539.5K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 8,915 | $538.3K | 0.07% | +916+11.5% | Added |
| Bartlett & Co. Wealth Management LLC | 8,899 | $537.3K | 0.01% | +3,583+67.4% | Added |
| Bartlett & Co. LLC | 8,899 | $537.0K | 0.01% | +3,583+67.4% | Added |
| Plancorp, LLC | 8,887 | $536.6K | 0.03% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 8,852 | $534.5K | 0.06% | −29−0.3% | Reduced |
| Karpas Strategies, LLC | 8,852 | $534.5K | 0.18% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $533.0K | 0.33% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,798 | $531.2K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,714 | $530.3K | 0.12% | −110−1.2% | Reduced |
| Baldwin Investment Management, LLC | 8,779 | $530.1K | 0.09% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,739 | $527.7K | 0.01% | +289+3.4% | Added |
| Albert D Mason Inc | 8,707 | $526.0K | 0.36% | −650−6.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,680 | $524.0K | 0.02% | −231−2.6% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 8,660 | $522.9K | 0.11% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 8,613 | $520.1K | 0.21% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,580 | $518.0K | 0.04% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 8,455 | $510.5K | 0.17% | −711−7.8% | Reduced |
| Philadelphia Trust Co | 8,350 | $504.0K | 0.05% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 8,250 | $498.1K | 0.05% | +336+4.2% | Added |
| CWA Asset Management Group, LLC | 8,247 | $498.0K | 0.03% | +847+11.4% | Added |
| Argent Trust Co | 8,219 | $496.3K | 0.03% | −180−2.1% | Reduced |
| Alliance Wealth Advisors, LLC | 8,189 | $494.5K | 0.18% | +202+2.5% | Added |
| Empower Advisory Group, LLC | 8,187 | $494.3K | 0.00% | −1,302−13.7% | Reduced |
| Sentry LLC | 8,169 | $493.2K | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 8,120 | $490.3K | 0.06% | +604+8.0% | Added |
| Ignite Planners, LLC | 8,215 | $490.0K | 0.19% | +20+0.2% | Added |
| Vaughan David Investments LLC | 8,093 | $489.0K | 0.01% | +83+1.0% | Added |
| 44 Wealth Management LLC | 8,084 | $488.1K | 0.17% | −57−0.7% | Reduced |
| Circle Wealth Management, LLC | 8,063 | $486.8K | 0.06% | +2,387+42.1% | Added |
| Parsons Capital Management Inc | 8,030 | $484.9K | 0.04% | −283−3.4% | Reduced |
| Clear Street Markets LLC | 8,021 | $484.0K | 0.20% | +8,021 | New |
| Harbour Investments, Inc. | 7,911 | $477.6K | 0.02% | −1,018−11.4% | Reduced |
| Lincoln National Corp | 7,900 | $477.0K | 0.01% | +1,488+23.2% | Added |
| Alhambra Investment Partners LLC | 7,891 | $476.5K | 0.31% | +30+0.4% | Added |
| Gallacher Capital Management LLC | 7,881 | $475.9K | 0.27% | +712+9.9% | Added |
| Legacy Wealth Asset Management, LLC | 7,880 | $475.8K | 0.17% | +18+0.2% | Added |
| Wallace Advisory Group, LLC | 8,253 | $474.9K | 0.36% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,799 | $470.9K | 0.08% | −4,213−35.1% | Reduced |
| AlphaQ Advisors LLC | 7,786 | $470.1K | 0.35% | −58−0.7% | Reduced |
| PDS Planning, Inc | 7,774 | $469.4K | 0.06% | +257+3.4% | Added |
| Westwood Holdings Group Inc. | 7,770 | $469.0K | 0.00% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,754 | $468.2K | 0.08% | +1,304+20.2% | Added |
| Gables Capital Management Inc. | 7,740 | $467.3K | 0.31% | −500−6.1% | Reduced |
| Montag A & Associates Inc | 7,731 | $466.8K | 0.03% | +328+4.4% | Added |
| Simon Quick Advisors, LLC | 7,713 | $465.7K | 0.04% | +155+2.1% | Added |
| GTS Securities LLC | 7,707 | $465.3K | 0.01% | +7,707 | New |
| Transform Wealth, LLC | 7,704 | $465.2K | 0.04% | +715+10.2% | Added |
| Capital Wealth Planning, LLC | 7,680 | $463.7K | 0.01% | −240−3.0% | Reduced |
| Penserra Capital Management LLC | 7,680 | $463.0K | 0.01% | −240−3.0% | Reduced |
| Northeast Investment Management | 7,628 | $460.6K | 0.03% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,592 | $458.4K | 0.02% | +8+0.1% | Added |
| Stonegate Investment Group, LLC | 7,559 | $456.4K | 0.02% | −2,403−24.1% | Reduced |
| Allworth Financial LP | 7,547 | $455.7K | 0.00% | +688+10.0% | Added |
| Founders Financial Alliance, LLC | 7,538 | $455.1K | 0.18% | +652+9.5% | Added |
| Equitable Holdings, Inc. | 7,415 | $447.7K | 0.01% | +1,033+16.2% | Added |
| StrategIQ Financial Group, LLC | 7,405 | $447.1K | 0.05% | +188+2.6% | Added |
| West Oak Capital, LLC | 7,305 | $441.1K | 0.21% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,305 | $441.1K | 0.05% | −550−7.0% | Reduced |
| Sittner & Nelson, LLC | 7,274 | $439.2K | 0.24% | +20.0% | Added |
| Cozad Asset Management Inc | 7,268 | $438.8K | 0.05% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,267 | $438.8K | 0.05% | +59+0.8% | Added |