Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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.

Institutional holdersQ3 2023: 1,265 institutions

Value heldQ3 2023: $21.0B

Institutions holding SHEL and their total value by quarter
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.

Institutions holding SHEL in Q3 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Hallmark Capital Management Inc	0	$17	0.00%	0	Unchanged
Gould Capital, LLC	10	$634	0.00%	00.0%	Unchanged
Covestor Ltd	13	$1.00K	0.00%	+3+30.0%	Added
Annapolis Financial Services, LLC	16	$1.03K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	19	$1.22K	0.00%	00.0%	Unchanged
Richard W. Paul & Associates, LLC	22	$1.42K	0.00%	00.0%	Unchanged
Missouri Trust & Investment Co	27	$1.74K	0.00%	00.0%	Unchanged
Perkins Coie Trust Co	28	$1.80K	0.00%	+28	New
Quintet Private Bank (Europe) S.A.	32	$2.06K	0.00%	00.0%	Unchanged
Tradewinds Capital Management, LLC	43	$2.77K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	44	$2.86K	0.00%	00.0%	Unchanged
Steward Financial Group LLC	62	$3.00K	0.00%	+62	New
Raffa Wealth Management, LLC	49	$3.15K	0.00%	00.0%	Unchanged
Country Trust Bank	50	$3.22K	0.00%	00.0%	Unchanged
American National Bank	52	$3.35K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	54	$3.48K	0.00%	00.0%	Unchanged
Bourgeon Capital Management LLC	55	$3.54K	0.00%	−695−92.7%	Reduced
Abound Wealth Management	56	$3.61K	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	58	$3.84K	0.00%	−2−3.3%	Reduced
Bell Investment Advisors, Inc	61	$3.93K	0.00%	00.0%	Unchanged
Winch Advisory Services, LLC	66	$4.00K	0.00%	+1+1.5%	Added
Byrne Asset Management LLC	64	$4.00K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	63	$4.06K	0.00%	+54+600.0%	Added
Piscataqua Savings Bank	66	$4.25K	0.00%	00.0%	Unchanged
Eukles Asset Management	70	$4.51K	0.00%	00.0%	Unchanged
Quent Capital, LLC	72	$4.63K	0.00%	00.0%	Unchanged
LGT Financial Advisors LLC	83	$5.34K	0.01%	+83	New
Syntax Research, Inc.	83	$5.34K	0.00%	+83	New
DHJJ Financial Advisors, Ltd.	90	$5.79K	0.00%	+90	New
Blume Capital Management, Inc.	100	$6.44K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	100	$6.44K	0.00%	00.0%	Unchanged
MB, Levis & Associates, LLC	100	$6.44K	0.00%	00.0%	Unchanged
Red Tortoise LLC	102	$6.57K	0.00%	+1+1.0%	Added
PSI Advisors, LLC	102	$6.57K	0.00%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	104	$6.67K	0.00%	00.0%	Unchanged
WR Wealth Planners, LLC	109	$7.02K	0.00%	−55−33.5%	Reduced
Cedar Wealth Management, LLC	117	$7.53K	0.00%	00.0%	Unchanged
Valley National Advisers Inc	130	$8.00K	0.00%	00.0%	Unchanged
Centennial Bank	125	$8.05K	0.01%	00.0%	Unchanged
GPS Wealth Strategies Group, LLC	140	$9.01K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	142	$9.14K	0.00%	00.0%	Unchanged
Annis Gardner Whiting Capital Advisors, LLC	143	$9.21K	0.00%	+143	New
Milestone Investment Advisors LLC	145	$9.34K	0.00%	+145	New
Retirement Group, LLC	146	$9.40K	0.00%	−10−6.4%	Reduced
Global Trust Asset Management, LLC	150	$9.66K	0.00%	00.0%	Unchanged
Hibernia Wealth Partners, LLC	184	$11.8K	0.01%	+184	New
CGC Financial Services, LLC	186	$12.0K	0.01%	00.0%	Unchanged
Stone House Investment Management, LLC	189	$12.2K	0.00%	+2+1.1%	Added
Householder Group Estate & Retirement Specialist, LLC	196	$12.6K	0.00%	+196	New
Johnson Midwest Financial, LLC	198	$12.7K	0.03%	00.0%	Unchanged
Evermay Wealth Management LLC	200	$12.9K	0.00%	00.0%	Unchanged
Costello Asset Management, INC	200	$12.9K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	200	$12.9K	0.00%	00.0%	Unchanged
Mine & Arao Wealth Creation & Management, LLC.	200	$12.9K	0.01%	00.0%	Unchanged
Nalls Sherbakoff Group, LLC	200	$12.9K	0.01%	00.0%	Unchanged
Private Ocean, LLC	207	$13.3K	0.00%	00.0%	Unchanged
Truvestments Capital LLC	207	$13.3K	0.01%	00.0%	Unchanged
Rise Advisors, LLC	224	$14.4K	0.01%	+224	New
Front Row Advisors LLC	227	$14.6K	0.01%	−4−1.7%	Reduced
Raleigh Capital Management Inc.	228	$14.7K	0.01%	−28−10.9%	Reduced
Central Bank & Trust Co	230	$14.8K	0.00%	00.0%	Unchanged
Atwood & Palmer Inc	232	$14.9K	0.00%	−92−28.4%	Reduced
PFG Private Wealth Management, LLC	250	$16.1K	0.01%	00.0%	Unchanged
Newbridge Financial Services Group, Inc.	250	$16.1K	0.01%	+100+66.7%	Added
Kelly Financial Services LLC	257	$16.6K	0.01%	00.0%	Unchanged
Allspring Global Investments Holdings, LLC	260	$16.7K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	300	$19.0K	0.01%	00.0%	Unchanged
Ulland Investment Advisors, LLC	300	$19.0K	0.02%	00.0%	Unchanged
Carolinas Wealth Consulting LLC	295	$19.2K	0.00%	+68+30.0%	Added
Godsey & Gibb Associates	300	$19.3K	0.00%	−249−45.4%	Reduced
Antonetti Capital Management LLC	300	$19.3K	0.03%	00.0%	Unchanged
Hoese & Co LLP	300	$19.3K	0.02%	00.0%	Unchanged
Stephens Consulting, LLC	300	$19.3K	0.01%	00.0%	Unchanged
Larson Financial Group LLC	306	$19.7K	0.00%	00.0%	Unchanged
Avalon Trust Co	306	$19.7K	0.00%	00.0%	Unchanged
Semmax Financial Advisors Inc.	300	$19.8K	0.01%	+300	New
Silicon Valley Capital Partners	308	$19.8K	0.00%	+3+1.0%	Added
Bank of New Hampshire	310	$20.0K	0.01%	00.0%	Unchanged
Atticus Wealth Management, LLC	317	$20.4K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	327	$21.0K	0.00%	−14−4.1%	Reduced
Pacifica Partners Inc.	336	$21.0K	0.01%	00.0%	Unchanged
Castleview Partners, LLC	327	$21.1K	0.02%	00.0%	Unchanged
HighMark Wealth Management LLC	331	$21.3K	0.02%	−4−1.2%	Reduced
New England Capital Financial Advisors LLC	338	$21.8K	0.01%	00.0%	Unchanged
Oliver Lagore Vanvalin Investment Group	341	$22.0K	0.01%	+102+42.7%	Added
Trust Co	344	$22.1K	0.00%	00.0%	Unchanged
Turim 21 Investimentos Ltda.	345	$22.2K	0.01%	00.0%	Unchanged
Salomon & Ludwin, LLC	349	$22.5K	0.00%	+349	New
Legacy Financial Group LLC	370	$23.8K	0.01%	+370	New
Lee Financial Co	371	$23.9K	0.00%	+84+29.3%	Added
PFS Partners, LLC	378	$24.3K	0.02%	00.0%	Unchanged
Tyler-Stone Wealth Management	389	$25.0K	0.01%	+3+0.8%	Added
Provence Wealth Management Group	400	$25.8K	0.02%	+400	New
VisionPoint Advisory Group, LLC	402	$25.9K	0.01%	+402	New
Plante Moran Financial Advisors, LLC	411	$26.5K	0.00%	+37+9.9%	Added
Mendota Financial Group, LLC	415	$26.7K	0.03%	00.0%	Unchanged
VitalStone Financial, LLC	405	$27.0K	0.02%	00.0%	Unchanged
CoreFirst Bank & Trust	439	$28.3K	0.02%	+139+46.3%	Added
Concord Wealth Partners	464	$29.9K	0.01%	−200−30.1%	Reduced
JNBA Financial Advisors	468	$30.1K	0.00%	+13+2.9%	Added