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, Q3 2023
Institutional positions in Shell plc as of Sep 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
- 1,265
- +74 vs. Q2 2023
- Shares held
- 326.3M
- +12.8M (+4.1%) vs. Q2 2023
- Total value
- $21.0B
- +$2.40B (+12.9%) vs. Q2 2023
- New holders
- 134
- 470 more added
- Sold out
- 60
- 399 more reduced
14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 29,087,703 | $1.87B | 0.16% | +6,554,340+29.1% | Added |
| Dimensional Fund Advisors LP | 23,074,099 | $1.49B | 0.49% | −201,021−0.9% | Reduced |
| Fisher Asset Management, LLC | 22,393,699 | $1.44B | 0.82% | +491,656+2.2% | Added |
| Eagle Capital Management LLC | 16,973,360 | $1.09B | 5.06% | +1,068,446+6.7% | Added |
| Arrowstreet Capital, Limited Partnership | 16,819,013 | $1.08B | 1.31% | +4,293,211+34.3% | Added |
| Morgan Stanley | 9,356,191 | $602.4M | 0.06% | +384,967+4.3% | Added |
| Bank of America Corp | 9,265,633 | $596.5M | 0.07% | +1,967,041+27.0% | Added |
| BlackRock Inc. | 9,051,570 | $582.7M | 0.02% | +1,682,454+22.8% | Added |
| Wellington Management Group LLP | 8,742,878 | $562.9M | 0.11% | +848,104+10.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,962,833 | $448.3M | 1.70% | +101,150+1.5% | Added |
| Orbis Allan Gray Ltd | 6,827,537 | $439.6M | 3.16% | +138,609+2.1% | Added |
| Franklin Resources Inc | 6,029,741 | $388.2M | 0.20% | −7,907−0.1% | Reduced |
| Pale Fire Capital SE | 5,432,205 | $349.7M | 35.16% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,295,750 | $340.9M | 0.05% | −102,777−1.9% | Reduced |
| 40 North Management LLC | 4,850,000 | $312.2M | 20.95% | +250,000+5.4% | Added |
| Goldman Sachs Group Inc | 4,540,262 | $292.3M | 0.07% | +475,084+11.7% | Added |
| Mawer Investment Management Ltd. | 4,440,207 | $285.9M | 1.53% | −42,266−0.9% | Reduced |
| Bank of New York Mellon Corp | 4,435,003 | $285.5M | 0.06% | +409,016+10.2% | Added |
| Amundi | 3,922,374 | $264.3M | 0.13% | +239,283+6.5% | Added |
| Pzena Investment Management LLC | 3,939,739 | $253.6M | 1.09% | +61,583+1.6% | Added |
| Millennium Management LLC | 3,929,837 | $253.0M | 0.26% | −249,918−6.0% | Reduced |
| Royal Bank of Canada | 3,816,686 | $245.7M | 0.07% | +143,573+3.9% | Added |
| Lord, Abbett & Co. LLC | 3,331,754 | $214.5M | 0.80% | −10,928−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 3,117,516 | $200.7M | 0.77% | +486,761+18.5% | Added |
| Northern Trust Corp | 2,725,813 | $175.5M | 0.03% | +263,152+10.7% | Added |
| Harding Loevner LP | 2,720,149 | $175.1M | 1.16% | −33,525−1.2% | Reduced |
| Wells Fargo & Company | 2,671,270 | $172.0M | 0.05% | +260,745+10.8% | Added |
| Nuveen Asset Management, LLC | 2,382,212 | $153.4M | 0.05% | +470,985+24.6% | Added |
| Westwood Global Investments, LLC | 2,112,455 | $136.0M | 7.16% | +39,021+1.9% | Added |
| Capital Research Global Investors | 2,011,533 | $129.5M | 0.04% | +1,635+0.1% | Added |
| Envestnet Asset Management Inc | 1,965,941 | $126.6M | 0.06% | +742,698+60.7% | Added |
| D. E. Shaw & Co., Inc. | 1,916,476 | $123.4M | 0.20% | +481,153+33.5% | Added |
| Stifel Financial Corp | 1,898,021 | $122.2M | 0.17% | +51,819+2.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,861,468 | $119.8M | 0.47% | −2,423−0.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $119.6M | 0.12% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 1,862,742 | $118.0M | 0.20% | −281,621−13.1% | Reduced |
| Invesco Ltd. | 1,763,562 | $113.5M | 0.03% | +1,092,670+162.9% | Added |
| UBS Group AG | 1,621,876 | $104.4M | 0.05% | +172,922+11.9% | Added |
| Silvercrest Asset Management Group LLC | 1,509,502 | $97.2M | 0.74% | +33,514+2.3% | Added |
| Natixis Advisors, L.P. | 1,501,603 | $96.7M | 0.30% | +532,560+55.0% | Added |
| Todd Asset Management LLC | 1,483,113 | $95.5M | 2.27% | −14,111−0.9% | Reduced |
| JPMorgan Chase & Co | 1,412,463 | $90.9M | 0.01% | +207,041+17.2% | Added |
| L1 Capital Pty Ltd | 1,224,617 | $78.8M | 6.71% | +800,365+188.7% | Added |
| Alliancebernstein L.P. | 1,192,159 | $76.8M | 0.03% | −103,880−8.0% | Reduced |
| Norges Bank | 1,147,769 | $73.9M | 0.01% | −1,547,911−57.4% | Reduced |
| Jennison Associates LLC | 1,093,757 | $70.4M | 0.06% | +372,258+51.6% | Added |
| Douglas Lane & Associates, LLC | 1,074,705 | $69.2M | 1.16% | −55,541−4.9% | Reduced |
| Boston Partners | 1,030,952 | $66.4M | 0.09% | −35,880−3.4% | Reduced |
| Raymond James & Associates | 995,786 | $64.1M | 0.05% | +178,741+21.9% | Added |
| Egerton Capital (UK) LLP | 972,755 | $62.6M | 0.73% | +972,755 | New |
| Van Eck Associates Corp | 971,460 | $62.5M | 0.14% | −23,730−2.4% | Reduced |
| Brandes Investment Partners, LP | 958,918 | $61.7M | 1.21% | −2,004−0.2% | Reduced |
| Equity Investment Corp | 952,425 | $61.3M | 1.91% | −8,044−0.8% | Reduced |
| Macquarie Group Ltd | 928,332 | $59.8M | 0.08% | −94,844−9.3% | Reduced |
| Letko, Brosseau & Associates Inc | 923,432 | $59.5M | 1.16% | −13,682−1.5% | Reduced |
| Brandywine Global Investment Management, LLC | 917,238 | $59.1M | 0.52% | −38,754−4.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 879,870 | $56.6M | 0.57% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 843,979 | $54.3M | 0.21% | +56,975+7.2% | Added |
| Castle Hook Partners LP | 834,938 | $53.8M | 3.62% | +834,938 | New |
| Energy Income Partners, LLC | 826,299 | $53.2M | 1.21% | +16,533+2.0% | Added |
| Lazard Asset Management LLC | 785,622 | $50.6M | 0.07% | +774,792+7,154.1% | Added |
| Ameriprise Financial Inc | 770,814 | $49.6M | 0.02% | +28,396+3.8% | Added |
| The PNC Financial Services Group, Inc. | 761,041 | $49.0M | 0.04% | −8,404−1.1% | Reduced |
| Russell Investments Group, Ltd. | 720,105 | $46.4M | 0.09% | +14,916+2.1% | Added |
| Gemsstock Limited | 719,800 | $46.3M | 20.32% | +591,000+458.9% | Added |
| Cullen Capital Management LLC | 655,003 | $42.2M | 0.49% | −10,566−1.6% | Reduced |
| Great Lakes Advisors, LLC | 648,860 | $41.8M | 0.38% | −23,360−3.5% | Reduced |
| LPL Financial LLC | 633,287 | $40.8M | 0.03% | +62,792+11.0% | Added |
| American Century Companies Inc | 622,675 | $40.1M | 0.03% | +41,460+7.1% | Added |
| CIBC Private Wealth Group, LLC | 607,050 | $39.1M | 0.09% | +18,287+3.1% | Added |
| CI Private Wealth, LLC | 589,115 | $37.9M | 0.09% | −24,031−3.9% | Reduced |
| Verition Fund Management LLC | 587,540 | $37.8M | 0.51% | +30,783+5.5% | Added |
| Bank of Montreal | 571,592 | $37.0M | 0.02% | −9,125−1.6% | Reduced |
| Qube Research & Technologies Ltd | 571,225 | $36.8M | 0.11% | +571,225 | New |
| Neuberger Berman Group LLC | 563,423 | $36.4M | 0.03% | −12,450−2.2% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $35.8M | 0.98% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 554,953 | $35.7M | 6.26% | −8,432−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 530,407 | $34.1M | 0.32% | +530,407 | New |
| Yaupon Capital Management LP | 509,835 | $32.8M | 3.71% | +308,849+153.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 501,150 | $32.3M | 1.71% | +501,150 | New |
| Adage Capital Partners GP, L.L.C. | 485,000 | $31.2M | 0.07% | +425,000+708.3% | Added |
| Skye Global Management LP | 472,000 | $30.4M | 0.88% | +148,000+45.7% | Added |
| Causeway Capital Management LLC | 463,105 | $29.8M | 0.79% | +463,105 | New |
| HighTower Advisors, LLC | 461,163 | $29.7M | 0.06% | +20,116+4.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 452,134 | $29.1M | 0.10% | +452,134 | New |
| TruWealth Advisors, LLC | 449,903 | $29.0M | 2.49% | −14,118−3.0% | Reduced |
| US Bancorp | 429,083 | $27.6M | 0.05% | +110,968+34.9% | Added |
| CIBC World Markets Inc. | 427,459 | $27.5M | 0.10% | +9,273+2.2% | Added |
| Gabelli Funds LLC | 424,300 | $27.3M | 0.22% | −800−0.2% | Reduced |
| Barclays PLC | 404,992 | $26.1M | 0.02% | +366,609+955.1% | Added |
| Kornitzer Capital Management Inc | 401,068 | $25.8M | 0.53% | +650.0% | Added |
| Foundry Partners, LLC | 393,717 | $25.3M | 1.58% | −750.0% | Reduced |
| Ci Investments Inc. | 391,505 | $25.2M | 0.14% | −20,060−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 387,477 | $25.0M | 0.04% | +132,353+51.9% | Added |
| Willis Investment Counsel | 375,299 | $24.2M | 1.83% | −49,539−11.7% | Reduced |
| Huber Capital Management LLC | 372,689 | $24.0M | 5.64% | −41,200−10.0% | Reduced |
| Cantor Fitzgerald, L. P. | 356,017 | $22.9M | 0.62% | −31,456−8.1% | Reduced |
| Nicola Wealth Management Ltd. | 352,000 | $22.7M | 2.44% | +2,000+0.6% | Added |
| Stansberry Asset Management, LLC | 344,740 | $22.2M | 3.88% | +12,359+3.7% | Added |
| Hikari Power Ltd | 341,900 | $22.0M | 2.15% | 00.0% | Unchanged |