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Livermore
Livermore
ZHEN

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

Q3 2023 vs. Q2 2023

How the institutions holding Shell plc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of SHEL: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1,205141,265+74
Shares313.7M282.8K326.3M+12.8M (+4.1%)
Value$18.6B$17.1M$21.0B+$2.40B (+12.9%)

14 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (134)

Institutions that held Shell plc at the end of Q3 2023 but not at the end of Q2 2023.

Showing the largest 100 of 134 by value.

Institutions new to SHEL in Q3 2023
InstitutionSharesValue% of portfolio
Egerton Capital (UK) LLP972,755$62.6M0.73%
Castle Hook Partners LP834,938$53.8M3.62%
Qube Research & Technologies Ltd571,225$36.8M0.11%
Schonfeld Strategic Advisors LLC530,407$34.1M0.32%
SPX Equities Gestao de Recursos Ltda501,150$32.3M1.71%
Causeway Capital Management LLC463,105$29.8M0.79%
Wealth Enhancement Advisory Services, LLC452,134$29.1M0.10%
Voloridge Investment Management, LLC298,889$19.2M0.09%
Invenomic Capital Management LP244,762$15.8M0.66%
Ramirez Asset Management, Inc.197,108$12.7M2.73%
QRG Capital Management, Inc.178,955$11.5M0.20%
Ibex Wealth Advisors136,542$8.79M2.24%
Miller Howard Investments Inc102,000$6.57M0.24%
Parallax Volatility Advisers, L.P.101,726$6.55M0.23%
Intrepid Family Office LLC100,000$6.44M11.13%
Callodine Capital Management, LP100,000$6.44M1.79%
Wexford Capital LP79,306$5.11M1.16%
Envestnet Portfolio Solutions, Inc.48,225$3.10M0.01%
Zweig-DiMenna Associates LLC45,000$2.90M0.35%
Royal London Asset Management Ltd44,585$2.87M0.01%
Seven Eight Capital, LP35,831$2.31M0.27%
GFS Advisors, LLC35,028$2.25M0.35%
BBR Partners, LLC33,157$2.13M0.24%
Flow Traders U.S. LLC30,904$1.99M0.09%
Gotham Asset Management, LLC27,759$1.79M0.04%
Iams Wealth Management, LLC27,503$1.77M1.23%
Kingswood Wealth Advisors, LLC25,908$1.67M0.29%
Graham Capital Management, L.P.24,127$1.55M0.05%
Vident Advisory, LLC23,877$1.54M0.05%
HRT Financial LP23,723$1.53M0.02%
Altman Advisors, Inc.22,055$1.42M0.89%
HAP Trading, LLC20,143$1.30M0.32%
SAL Trading, LLC20,122$1.30M4.51%
Royal Fund Management, LLC16,935$1.09M0.16%
Radnor Capital Management, LLC16,353$1.05M0.21%
Clal Insurance Enterprises Holdings Ltd16,000$1.03M0.01%
Pittenger & Anderson Inc15,415$992.4K0.05%
Trust Co of Toledo NA14,118$908.9K0.18%
Tiaa Trust, National Association13,481$867.9K0.00%
NBC Securities, Inc.11,035$710.0K0.08%
WESPAC Advisors, LLC10,801$695.4K0.52%
Syon Capital LLC10,543$678.8K0.08%
Templeton & Phillips Capital Management, LLC9,430$607.1K0.64%
WSFS Capital Management, LLC8,100$521.5K0.03%
Redhawk Wealth Advisors, Inc.8,078$520.0K0.17%
Covenant Partners, LLC8,005$515.4K0.19%
Choate Investment Advisors7,542$485.6K0.02%
Atom Investors LP7,493$482.4K0.11%
Lloyd Advisory Services, LLC.6,665$429.1K0.14%
Norden Group LLC6,665$429.1K0.14%
Legacy Capital Wealth Partners, LLC6,363$409.7K0.11%
Wealthstream Advisors, Inc.6,068$390.7K0.20%
Centaurus Financial, Inc.5,831$375.0K0.03%
Stratos Wealth Advisors, LLC5,793$373.0K0.02%
Peregrine Asset Advisers, Inc.5,709$367.5K0.19%
Crestwood Advisors Group LLC5,530$356.0K0.01%
Caption Management, LLC5,400$347.7K0.04%
StoneX Group Inc.5,339$343.7K0.04%
Founders Capital Management, LLC4,962$319.5K0.07%
Concorde Asset Management, LLC4,902$315.6K0.28%
Campbell & CO Investment Adviser LLC4,700$302.6K0.04%
Penobscot Investment Management Company, Inc.4,459$287.1K0.04%
Strategic Global Advisors, LLC4,270$274.9K0.05%
Capstone Investment Advisors, LLC4,124$265.5K0.01%
Jamison Private Wealth Management, Inc.4,037$259.9K0.05%
Gateway Wealth Partners, LLC4,027$259.2K0.05%
JGP Global Gestao de Recursos Ltda.3,975$255.9K0.16%
Cedar Brook Financial Partners, LLC3,958$254.8K0.07%
Keating Investment Counselors Inc3,935$253.3K0.09%
Trust Co of Virginia3,899$251.0K0.03%
Atomi Financial Group, Inc.3,834$246.8K0.08%
Clarity Financial LLC3,831$246.6K0.04%
Squarepoint Ops LLC3,680$236.9K0.00%
Daymark Wealth Partners, LLC3,676$236.7K0.02%
Resources Investment Advisors, LLC.3,663$235.8K0.01%
Red Door Wealth Management, LLC3,623$233.2K0.06%
Genus Capital Management Inc.3,525$226.9K0.04%
Vanguard Group Inc3,451$222.2K0.00%
Aaron Wealth Advisors3,409$219.5K0.03%
Foster Victor Wealth Advisors, LLC3,348$216.0K0.03%
Kavar Capital Partners Group, LLC3,336$214.8K0.05%
Csenge Advisory Group3,309$213.0K0.01%
RMR Wealth Builders3,309$213.0K0.03%
PDT Partners, LLC3,299$212.4K0.03%
Northwest Bancshares, Inc.3,277$211.0K0.04%
Warren Averett Asset Management, LLC3,268$210.4K0.01%
Western Wealth Management, LLC3,260$209.9K0.02%
Smart Money Group LLC3,258$209.8K0.10%
Pine Valley Investments Ltd Liability Co3,255$209.6K0.02%
SkyOak Wealth, LLC3,250$209.2K0.06%
Roundview Capital LLC3,241$208.7K0.02%
Gillespie Robinson & Grimm Inc3,226$207.7K0.02%
Eubel Brady & Suttman Asset Management Inc3,222$207.0K0.03%
Main Street Financial Solutions, LLC3,214$206.9K0.03%
SeaBridge Investment Advisors LLC3,200$206.0K0.07%
Focus Financial Network, Inc.3,179$204.6K0.01%
Avaii Wealth Management, LLC3,177$204.5K0.15%
Mayflower Financial Advisors, LLC3,170$204.1K0.03%
AQR Capital Management LLC3,168$203.9K0.00%
Golden State Equity Partners3,165$203.8K0.06%

Sold out (60)

Institutions that held Shell plc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of SHEL in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Point72 Asset Management, L.P.1,661,650$100.3M
Merewether Investment Management, LP1,515,498$91.5M
Holocene Advisors, LP834,909$50.4M
Renaissance Technologies LLC680,386$41.1M
Aventail Capital Group, LP565,419$34.1M
PointState Capital LP279,674$16.9M
Susquehanna Fundamental Investments, LLC203,850$12.3M
Cubist Systematic Strategies, LLC200,463$12.1M
Weiss Multi-Strategy Advisers LLC112,500$6.79M
Scopus Asset Management, L.P.100,000$6.04M
Trexquant Investment LP83,407$5.04M
Twin Tree Management, LP75,464$4.56M
Amica Mutual Insurance Co49,872$3.01M
Aquatic Capital Management LLC43,200$2.61M
Veritable, L.P.31,974$1.93M
Bayesian Capital Management, LP20,116$1.21M
Vident Investment Advisory, LLC18,169$1.10M
Clifford Capital Partners LLC14,396$869.2K
Savant Capital, LLC12,357$746.1K
Ramsay, Stattman, Vela & Price, Inc.8,660$522.9K
GTS Securities LLC7,707$465.3K
One Wealth Advisors, LLC6,954$419.9K
Two Sigma Securities, LLC6,850$413.6K
Saxon Interests, Inc.6,365$384.3K
Buckley Wealth Management, LLC6,358$383.9K
Cordatus Wealth Management LLC6,148$371.0K
Fairfield, Bush & Co.6,076$366.9K
Amica Retiree Medical Trust5,994$362.0K
Vontobel Holding Ltd.5,810$350.9K
Private Asset Management Inc5,650$341.1K
CFS Investment Advisory Services, LLC4,929$298.0K
Meyer Handelman Co4,700$283.8K
Integrated Investment Consultants, LLC4,696$283.5K
Tempus Wealth Planning, LLC4,282$258.5K
Armstrong, Fleming & Moore, Inc3,969$239.6K
Soltis Investment Advisors LLC3,834$231.5K
Noesis Capital Mangement Corp3,755$226.7K
Clear Harbor Asset Management, LLC3,618$218.5K
CFM Wealth Partners LLC3,498$211.2K
Comerica Securities,inc.3,377$203.9K
Merit Financial Group, LLC3,355$202.6K
Goldstone Financial Group, LLC3,345$202.0K
Dorchester Wealth Management Co3,325$200.8K
Tower Research Capital LLC (TRC)3,285$198.3K
WealthPLAN Partners, LLC2,721$164.3K
Old Point Trust & Financial Services N A2,501$151.0K
Clearview Wealth Advisors LLC1,559$94.1K
CVA Family Office, LLC977$59.0K
Worth Asset Management, LLC945$57.1K
Cassady Schiller Wealth Management, LLC893$53.9K
ICA Group Wealth Management, LLC676$40.8K
Buck Wealth Strategies, LLC450$27.2K
Heritage Wealth Advisors420$25.4K
Fiduciary Alliance LLC372$22.5K
WealthPlan Investment Management, LLC364$22.0K
25 LLC255$15.8K
Insight Financial Services133$8.03K
Johnson Financial Group, Inc.115$6.94K
TD Ameritrade Investment Management, LLC23$1.00K
Tilia Fiduciary Partners, Inc.15$906

Not filed for Q3 2023 yet (14)

Institutions that held Shell plc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SHEL in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Thomas White International Ltd207,097$12.5M
Kistler-Tiffany Companies, LLC37,843$2.28M
Tiaa, FSB13,075$789.5K
44 Wealth Management LLC8,084$488.1K
BFT Financial Group, LLC6,725$406.0K
Endurance Wealth Management, Inc.2,436$147.0K
BDO Wealth Advisors, LLC2,406$145.3K
Vigilant Capital Management, LLC2,000$121.0K
First Command Bank1,066$64.4K
First Command Financial Services, Inc.1,066$64.4K
BerganKDV Wealth Management, LLC544$32.8K
First National Bank of South Miami200$12.1K
Coastal Capital Group, Inc.140$8.45K
Cowen Prime Advisors LLC112$6.76K