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 |
|---|---|---|---|---|---|
| Courier Capital LLC | 7,258 | $438.2K | 0.03% | −20−0.3% | Reduced |
| Drive Wealth Management, LLC | 7,255 | $438.1K | 0.16% | −24−0.3% | Reduced |
| Northeast Financial Consultants Inc | 7,250 | $437.8K | 0.03% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 7,246 | $437.6K | 0.18% | +1,436+24.7% | Added |
| Ausdal Financial Partners, Inc. | 7,223 | $436.1K | 0.06% | −44−0.6% | Reduced |
| Jacobi Capital Management LLC | 7,203 | $434.9K | 0.05% | −726−9.2% | Reduced |
| Coldstream Capital Management Inc | 7,153 | $431.9K | 0.01% | +226+3.3% | Added |
| Berkshire Asset Management LLC | 7,118 | $429.8K | 0.03% | −60−0.8% | Reduced |
| RMB Capital Management, LLC | 7,101 | $428.8K | 0.01% | +12+0.2% | Added |
| Baxter Bros Inc | 7,095 | $428.4K | 0.06% | −150−2.1% | Reduced |
| Headinvest, LLC | 6,852 | $427.7K | 0.09% | −833−10.8% | Reduced |
| Dynamic Advisor Solutions LLC | 7,056 | $426.1K | 0.02% | −147−2.0% | Reduced |
| SG Americas Securities, LLC | 7,054 | $426.0K | 0.00% | +487+7.4% | Added |
| Rossmore Private Capital | 7,033 | $424.7K | 0.06% | 00.0% | Unchanged |
| Summit Financial Group Inc | 7,025 | $424.2K | 0.16% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 6,978 | $421.3K | 0.08% | −321−4.4% | Reduced |
| Ellerson Group Inc | 6,971 | $420.9K | 0.40% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 6,954 | $419.9K | 0.09% | −107−1.5% | Reduced |
| Cambridge Trust Co | 6,950 | $419.6K | 0.02% | −50−0.7% | Reduced |
| Ropes Wealth Advisors LLC | 6,923 | $418.0K | 0.07% | +1,780+34.6% | Added |
| Moody National Bank Trust Division | 6,906 | $417.0K | 0.03% | 00.0% | Unchanged |
| Avant Capital LLC | 6,894 | $416.3K | 0.46% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 6,890 | $416.0K | 0.26% | +1,985+40.5% | Added |
| Spire Wealth Management | 6,877 | $415.2K | 0.02% | +309+4.7% | Added |
| Two Sigma Securities, LLC | 6,850 | $413.6K | 0.03% | −902−11.6% | Reduced |
| InTrack Investment Management Inc | 6,830 | $412.4K | 0.34% | +684+11.1% | Added |
| Gyroscope Capital Management Group, LLC | 6,827 | $412.2K | 0.10% | +27+0.4% | Added |
| Rothschild Investment Corp | 6,799 | $411.0K | 0.03% | +302+4.6% | Added |
| Harbour Capital Advisors, LLC | 6,750 | $410.8K | 0.12% | +283+4.4% | Added |
| LMCG Investments, LLC | 6,802 | $410.7K | 0.03% | −122−1.8% | Reduced |
| New Republic Capital, LLC | 6,799 | $410.5K | 0.29% | +232+3.5% | Added |
| Avestar Capital, LLC | 6,781 | $409.4K | 0.07% | +210+3.2% | Added |
| Argonautica Private Wealth Management, Inc | 6,768 | $408.6K | 0.18% | +1,445+27.1% | Added |
| RSM US Wealth Management LLC | 6,755 | $407.9K | 0.01% | −292−4.1% | Reduced |
| Cubic Asset Management, LLC | 6,747 | $407.4K | 0.11% | 00.0% | Unchanged |
| First Foundation Advisors | 6,740 | $407.0K | 0.02% | +136+2.1% | Added |
| Apexium Financial, LP | 6,736 | $406.7K | 0.04% | 00.0% | Unchanged |
| BFT Financial Group, LLC | 6,725 | $406.0K | 0.05% | −2,160−24.3% | Reduced |
| Ledyard National Bank | 6,718 | $405.6K | 0.04% | +40+0.6% | Added |
| Eudaimonia Partners, LLC | 6,716 | $405.5K | 0.09% | −20.0% | Reduced |
| Element Wealth, LLC | 6,694 | $404.2K | 0.28% | +37+0.6% | Added |
| Insight 2811, Inc. | 6,655 | $401.8K | 0.22% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,639 | $400.9K | 0.01% | −301−4.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,619 | $399.7K | 0.03% | −19−0.3% | Reduced |
| Anchor Investment Management, LLC | 6,608 | $399.0K | 0.05% | −475−6.7% | Reduced |
| Westmount Partners, LLC | 6,592 | $398.0K | 0.17% | +367+5.9% | Added |
| First National Trust Co | 6,592 | $398.0K | 0.02% | −123−1.8% | Reduced |
| TCTC Holdings, LLC | 6,574 | $396.9K | 0.02% | −112−1.7% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $392.5K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $392.5K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 6,456 | $390.0K | 0.08% | −250−3.7% | Reduced |
| Eagle Harbor Asset Management Inc | 6,458 | $389.9K | 0.51% | −86−1.3% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $389.0K | 0.25% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 6,433 | $388.4K | 0.09% | +576+9.8% | Added |
| Gagnon Securities LLC | 6,394 | $386.1K | 0.08% | −8−0.1% | Reduced |
| Saxon Interests, Inc. | 6,365 | $384.3K | 0.21% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,360 | $384.0K | 0.02% | +2,968+87.5% | Added |
| Buckley Wealth Management, LLC | 6,358 | $383.9K | 0.13% | +6,358 | New |
| Sage Mountain Advisors LLC | 6,347 | $383.2K | 0.05% | +60+1.0% | Added |
| Hudson Valley Investment Advisors Inc | 6,335 | $382.5K | 0.05% | −50−0.8% | Reduced |
| Ronald Blue Trust, Inc. | 6,620 | $381.0K | 0.01% | −6,994−51.4% | Reduced |
| KCM Investment Advisors LLC | 6,301 | $380.5K | 0.02% | −1,060−14.4% | Reduced |
| AIMZ Investment Advisors, LLC | 6,275 | $378.9K | 0.16% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,246 | $377.1K | 0.03% | +90+1.5% | Added |
| Principle Wealth Partners LLC | 6,234 | $376.4K | 0.04% | 00.0% | Unchanged |
| Farmers Trust Co | 6,210 | $375.0K | 0.08% | −719−10.4% | Reduced |
| Independence Bank of Kentucky | 6,203 | $374.5K | 0.15% | −225−3.5% | Reduced |
| Venture Visionary Partners LLC | 6,193 | $373.9K | 0.02% | −4,000−39.2% | Reduced |
| Wealthsource Partners, LLC | 6,170 | $372.5K | 0.02% | −20−0.3% | Reduced |
| Beacon Capital Management, LLC | 6,155 | $371.7K | 0.10% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 6,150 | $371.3K | 0.09% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,148 | $371.0K | 0.14% | +6,148 | New |
| Alpha Omega Wealth Management LLC | 6,120 | $369.5K | 0.06% | −430−6.6% | Reduced |
| BKD Wealth Advisors, LLC | 6,096 | $368.1K | 0.01% | +74+1.2% | Added |
| Bank Hapoalim BM | 6,093 | $368.0K | 0.05% | −4,519−42.6% | Reduced |
| Texas Capital Bancshares Inc | 6,084 | $367.4K | 0.20% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 6,076 | $366.9K | 0.10% | +6,076 | New |
| Arkfeld Wealth Strategies, L.L.C. | 5,937 | $366.9K | 0.27% | +24+0.4% | Added |
| Hamel Associates, Inc. | 6,050 | $365.4K | 0.13% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,044 | $364.9K | 0.00% | +448+8.0% | Added |
| Financial Advisory Service, Inc. | 6,011 | $363.0K | 0.05% | +14+0.2% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $362.3K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,994 | $362.0K | 0.40% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,992 | $361.8K | 0.08% | +5,992 | New |
| Thrivent Financial for Lutherans | 5,984 | $358.0K | 0.00% | −2,473−29.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,881 | $355.3K | 0.00% | +1,934+49.0% | Added |
| First National Bank of Hutchinson | 5,857 | $353.6K | 0.26% | +243+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,855 | $353.5K | 0.16% | +453+8.4% | Added |
| Naples Global Advisors, LLC | 5,837 | $352.4K | 0.04% | +578+11.0% | Added |
| Advisors Capital Management, LLC | 5,835 | $352.0K | 0.01% | −4,647−44.3% | Reduced |
| Rehmann Capital Advisory Group | 5,812 | $350.9K | 0.03% | −445−7.1% | Reduced |
| Vontobel Holding Ltd. | 5,810 | $350.9K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 5,804 | $350.4K | 0.34% | +221+4.0% | Added |
| Hardman Johnston Global Advisors LLC | 5,800 | $350.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,795 | $349.9K | 0.04% | −1,737−23.1% | Reduced |
| Prio Wealth Limited Partnership | 5,774 | $348.6K | 0.01% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,719 | $345.3K | 0.12% | −189−3.2% | Reduced |
| Atlantic Union Bankshares Corp | 5,718 | $345.3K | 0.03% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,650 | $341.1K | 0.07% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 5,618 | $339.2K | 0.01% | +2,100+59.7% | Added |