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 |
|---|---|---|---|---|---|
| Prudent Man Advisors, LLC | 5,620 | $339.0K | 0.13% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,600 | $338.1K | 0.10% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 5,541 | $334.6K | 0.21% | +106+2.0% | Added |
| Aspen Grove Capital, LLC | 5,539 | $334.4K | 0.11% | −210−3.7% | Reduced |
| Investors Asset Management of Georgia Inc | 5,535 | $334.2K | 0.17% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 5,513 | $332.9K | 0.02% | −36−0.6% | Reduced |
| Leonteq Securities AG | 5,502 | $332.2K | 0.03% | −22,564−80.4% | Reduced |
| Ballentine Partners, LLC | 5,501 | $332.1K | 0.01% | +5,501 | New |
| Lunt Capital Management, Inc. | 5,422 | $327.4K | 0.18% | +5,422 | New |
| Southeast Asset Advisors Inc. | 5,413 | $326.8K | 0.05% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $326.7K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 5,399 | $326.0K | 0.04% | −573−9.6% | Reduced |
| We Are One Seven, LLC | 5,398 | $325.9K | 0.03% | −4,353−44.6% | Reduced |
| Sawyer & Company, Inc | 5,366 | $324.0K | 0.15% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,320 | $321.2K | 0.04% | +11+0.2% | Added |
| Atlas Capital Advisors LLC | 5,319 | $321.2K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,314 | $320.9K | 0.08% | +56+1.1% | Added |
| Greenfield Savings Bank | 5,313 | $320.8K | 0.22% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 4,005 | $320.2K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 5,301 | $320.1K | 0.12% | −226−4.1% | Reduced |
| Principal Street Partners, LLC | 5,281 | $318.9K | 0.08% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,243 | $318.1K | 0.03% | +263+5.3% | Added |
| Bridges Investment Management Inc | 5,236 | $316.1K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 5,231 | $315.8K | 0.18% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 5,217 | $315.0K | 0.04% | +5,217 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 5,191 | $313.4K | 0.01% | +248+5.0% | Added |
| Woodward Diversified Capital, LLC | 5,157 | $311.4K | 0.23% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 5,117 | $309.0K | 0.06% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 5,113 | $308.7K | 0.12% | +1,503+41.6% | Added |
| AFS Financial Group, LLC | 5,106 | $308.3K | 0.20% | 00.0% | Unchanged |
| Apeiron RIA LLC | 5,057 | $305.3K | 0.10% | 00.0% | Unchanged |
| Summit X, LLC | 5,055 | $305.3K | 0.07% | +237+4.9% | Added |
| Key Client Fiduciary Advisors, LLC | 5,050 | $304.9K | 0.18% | +29+0.6% | Added |
| SevenBridge Financial Group, LLC | 5,046 | $304.7K | 0.08% | −255−4.8% | Reduced |
| RBF Capital, LLC | 5,000 | $301.9K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,999 | $301.8K | 0.01% | +697+16.2% | Added |
| Lawson Kroeker Investment Management Inc | 4,975 | $300.4K | 0.07% | −223−4.3% | Reduced |
| TBH Global Asset Management, LLC | 4,972 | $300.2K | 0.06% | −63−1.3% | Reduced |
| Patten & Patten Inc | 4,958 | $299.4K | 0.02% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,944 | $299.0K | 0.15% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,950 | $298.9K | 0.10% | −250−4.8% | Reduced |
| CFS Investment Advisory Services, LLC | 4,929 | $298.0K | 0.04% | +4,929 | New |
| Shulman DeMeo Asset Management LLC | 4,890 | $295.3K | 0.09% | −130−2.6% | Reduced |
| IHT Wealth Management, LLC | 4,852 | $293.0K | 0.02% | +4,852 | New |
| Lafayette Investments, Inc. | 4,847 | $292.7K | 0.08% | −735−13.2% | Reduced |
| Atlas Brown,Inc. | 4,842 | $292.4K | 0.13% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,821 | $291.1K | 0.16% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 4,813 | $290.6K | 0.06% | −60−1.2% | Reduced |
| Brave Asset Management Inc | 4,800 | $289.8K | 0.09% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,746 | $286.6K | 0.06% | +66+1.4% | Added |
| Bill Few Associates, Inc. | 4,743 | $286.4K | 0.15% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,739 | $286.1K | 0.03% | +640+15.6% | Added |
| Palisade Asset Management, LLC | 4,721 | $285.1K | 0.03% | +4,721 | New |
| Capital Advisors Inc | 4,716 | $284.8K | 0.01% | +51+1.1% | Added |
| Chicago Capital, LLC | 4,701 | $283.8K | 0.01% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,700 | $283.8K | 0.01% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,696 | $283.5K | 0.09% | +559+13.5% | Added |
| Flputnam Investment Management Co | 4,694 | $283.4K | 0.01% | +427+10.0% | Added |
| Granite Investment Partners, LLC | 4,655 | $281.1K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,622 | $279.0K | 0.05% | −521−10.1% | Reduced |
| Kenfarb & Co. | 4,600 | $277.7K | 0.24% | 00.0% | Unchanged |
| SCP Investment, LP | 4,600 | $277.7K | 0.22% | +800+21.1% | Added |
| BLB&B Advisors, LLC | 4,584 | $276.8K | 0.02% | −144−3.0% | Reduced |
| Compagnie Lombard Odier SCmA | 4,579 | $276.5K | 0.01% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $274.7K | 0.06% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,544 | $274.4K | 0.01% | +878+23.9% | Added |
| Schroder Investment Management Group | 4,537 | $273.9K | 0.00% | +64+1.4% | Added |
| Carret Asset Management, LLC | 4,536 | $273.9K | 0.04% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,423 | $273.0K | 0.13% | −1,276−22.4% | Reduced |
| Planned Solutions, Inc. | 4,521 | $273.0K | 0.16% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,493 | $271.3K | 0.03% | −1,482−24.8% | Reduced |
| Seven Mile Advisory | 4,488 | $271.0K | 0.32% | +4,488 | New |
| Strategic Financial Concepts, LLC | 4,462 | $269.4K | 0.10% | −139−3.0% | Reduced |
| Abacus Planning Group, Inc. | 4,432 | $267.6K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 4,407 | $266.1K | 0.01% | 00.0% | Unchanged |
| Essex Savings Bank | 4,376 | $264.2K | 0.09% | +532+13.8% | Added |
| Indie Asset Partners, LLC | 4,365 | $263.6K | 0.29% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,351 | $262.7K | 0.19% | +10.0% | Added |
| Aveo Capital Partners, LLC | 4,345 | $262.4K | 0.03% | +185+4.4% | Added |
| Smith, Moore & Co. | 4,313 | $260.4K | 0.03% | +489+12.8% | Added |
| Henshaw Capital LLC | 4,303 | $259.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 4,287 | $258.8K | 0.04% | +60+1.4% | Added |
| Ballew Advisors, Inc | 4,249 | $258.6K | 0.19% | −500−10.5% | Reduced |
| Tempus Wealth Planning, LLC | 4,282 | $258.5K | 0.12% | −499−10.4% | Reduced |
| Global Retirement Partners, LLC | 4,279 | $258.4K | 0.01% | −10.0% | Reduced |
| Advisor OS, LLC | 4,274 | $258.1K | 0.04% | +4,274 | New |
| Signature Wealth Management Partners, LLC | 4,267 | $257.6K | 0.24% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $257.2K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 4,257 | $257.0K | 0.01% | +136+3.3% | Added |
| CRA Financial Services, LLC | 4,255 | $256.9K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,245 | $256.3K | 0.00% | −58−1.3% | Reduced |
| Brookstone Capital Management | 4,288 | $255.8K | 0.01% | −965−18.4% | Reduced |
| McAdam, LLC | 4,233 | $255.6K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,200 | $254.0K | 0.01% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,168 | $251.7K | 0.06% | −700−14.4% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $251.5K | 0.07% | −609−12.8% | Reduced |
| Keel Point, LLC | 4,146 | $250.3K | 0.03% | −119−2.8% | Reduced |
| Ti-Trust, Inc | 4,104 | $247.8K | 0.23% | +128+3.2% | Added |
| Duncker Streett & Co Inc | 4,093 | $247.1K | 0.06% | −228−5.3% | Reduced |
| HM Payson & Co | 4,092 | $247.1K | 0.01% | 00.0% | Unchanged |