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 |
|---|---|---|---|---|---|
| ExodusPoint Capital Management, LP | 33,883 | $2.18M | 0.03% | −563,184−94.3% | Reduced |
| TD Private Client Wealth LLC | 33,995 | $2.19M | 0.09% | +21,690+176.3% | Added |
| Waters Parkerson & Co., LLC | 34,231 | $2.20M | 0.13% | −553−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 34,255 | $2.21M | 0.10% | −9,261−21.3% | Reduced |
| Advisory Services Network, LLC | 34,267 | $2.21M | 0.06% | −1,651−4.6% | Reduced |
| Recurrent Investment Advisors LLC | 84,761 | $2.22M | 0.33% | −12,662−13.0% | Reduced |
| Trustmark National Bank Trust Department | 34,761 | $2.24M | 0.22% | −12,714−26.8% | Reduced |
| Sierra Capital LLC | 34,993 | $2.25M | 0.36% | +66+0.2% | Added |
| GFS Advisors, LLC | 35,028 | $2.25M | 0.35% | +35,028 | New |
| Quinn Opportunity Partners LLC | 35,046 | $2.26M | 0.30% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 35,831 | $2.31M | 0.27% | +35,831 | New |
| Bahl & Gaynor Inc | 35,850 | $2.31M | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 35,950 | $2.31M | 0.00% | +2,907+8.8% | Added |
| SeaCrest Wealth Management, LLC | 36,332 | $2.34M | 0.30% | −1,148−3.1% | Reduced |
| Rafferty Asset Management, LLC | 36,517 | $2.35M | 0.01% | −1,238−3.3% | Reduced |
| Altrafin AG | 37,002 | $2.38M | 1.04% | −4,548−10.9% | Reduced |
| Earnest Partners LLC | 37,066 | $2.39M | 0.01% | +123+0.3% | Added |
| AE Wealth Management LLC | 37,612 | $2.42M | 0.01% | −950−2.5% | Reduced |
| Moran Wealth Management, LLC | 37,996 | $2.45M | 0.09% | −113−0.3% | Reduced |
| Mill Capital Management, LLC | 38,490 | $2.48M | 0.24% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 38,544 | $2.48M | 0.68% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 38,635 | $2.49M | 0.11% | −1,296−3.2% | Reduced |
| Horan Capital Advisors, LLC. | 39,508 | $2.54M | 1.02% | −1,819−4.4% | Reduced |
| HB Wealth Management, LLC | 39,554 | $2.55M | 0.04% | −5,633−12.5% | Reduced |
| Cannell Peter B & Co Inc | 39,630 | $2.55M | 0.09% | +200+0.5% | Added |
| CSS LLC | 39,928 | $2.57M | 0.21% | +15,000+60.2% | Added |
| Foster & Motley Inc | 40,151 | $2.58M | 0.21% | −1,115−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 40,158 | $2.59M | 0.05% | −2,157−5.1% | Reduced |
| Private Advisor Group, LLC | 40,362 | $2.60M | 0.02% | −1,126−2.7% | Reduced |
| Advisors Management Group Inc | 40,927 | $2.63M | 0.80% | −572−1.4% | Reduced |
| First Hawaiian Bank | 40,998 | $2.64M | 0.09% | −1,022−2.4% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.67M | 0.38% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 41,774 | $2.69M | 0.67% | −36,500−46.6% | Reduced |
| Jarislowsky, Fraser Ltd | 41,777 | $2.69M | 0.02% | −6,395−13.3% | Reduced |
| Kestra Private Wealth Services, LLC | 42,434 | $2.73M | 0.09% | +15,281+56.3% | Added |
| Portland Global Advisors LLC | 42,983 | $2.77M | 0.46% | −575−1.3% | Reduced |
| Phoenix Holdings Ltd. | 43,280 | $2.79M | 0.05% | −1,955−4.3% | Reduced |
| Chicago Trust Co NA | 43,286 | $2.79M | 0.70% | −333−0.8% | Reduced |
| Epoch Investment Partners, Inc. | 43,411 | $2.79M | 0.02% | +26,234+152.7% | Added |
| Steward Partners Investment Advisory, LLC | 43,463 | $2.80M | 0.04% | +3,414+8.5% | Added |
| Sweeney & Michel, LLC | 43,752 | $2.82M | 1.48% | −5,022−10.3% | Reduced |
| Kanawha Capital Management LLC | 44,236 | $2.85M | 0.28% | −805−1.8% | Reduced |
| Royal London Asset Management Ltd | 44,585 | $2.87M | 0.01% | +44,585 | New |
| Zweig-DiMenna Associates LLC | 45,000 | $2.90M | 0.35% | +45,000 | New |
| Schechter Investment Advisors, LLC | 45,013 | $2.90M | 0.28% | +3,412+8.2% | Added |
| Beacon Pointe Advisors, LLC | 45,304 | $2.92M | 0.04% | +25,427+127.9% | Added |
| JCIC Asset Management Inc. | 45,452 | $2.93M | 1.48% | −1,283−2.7% | Reduced |
| Ritholtz Wealth Management | 45,676 | $2.94M | 0.13% | +6,446+16.4% | Added |
| Moors & Cabot, Inc. | 46,114 | $2.97M | 0.20% | +6,884+17.5% | Added |
| Advisor Partners II, LLC | 46,476 | $2.99M | 0.12% | +4,992+12.0% | Added |
| Cetera Advisors LLC | 46,692 | $3.01M | 0.05% | −564−1.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 46,704 | $3.01M | 0.29% | +25,810+123.5% | Added |
| Colony Group LLC | 46,750 | $3.01M | 0.05% | +784+1.7% | Added |
| Rathbone Brothers plc | 47,909 | $3.06M | 0.02% | +31,209+186.9% | Added |
| Marble Harbor Investment Counsel, LLC | 47,550 | $3.06M | 0.40% | −320−0.7% | Reduced |
| Columbia Asset Management | 47,597 | $3.06M | 0.68% | +1,000+2.1% | Added |
| Oppenheimer & Co Inc | 47,991 | $3.09M | 0.06% | −1,092−2.2% | Reduced |
| Gilman Hill Asset Management, LLC | 48,159 | $3.10M | 0.61% | +1,713+3.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 48,225 | $3.10M | 0.01% | +48,225 | New |
| LSV Asset Management | 48,400 | $3.12M | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 48,563 | $3.13M | 0.05% | +16,317+50.6% | Added |
| Advisors Asset Management, Inc. | 48,982 | $3.15M | 0.07% | +1,307+2.7% | Added |
| Signaturefd, LLC | 49,355 | $3.18M | 0.08% | +4,540+10.1% | Added |
| Madison Asset Management, LLC | 49,894 | $3.21M | 0.05% | −242−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 50,060 | $3.22M | 0.16% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 50,169 | $3.23M | 0.18% | +112+0.2% | Added |
| Continental Advisors LLC | 51,520 | $3.32M | 3.00% | −3,500−6.4% | Reduced |
| DRW Securities, LLC | 52,001 | $3.35M | 0.27% | +19,000+57.6% | Added |
| Fort Sheridan Advisors LLC | 52,022 | $3.35M | 0.76% | +7,396+16.6% | Added |
| Jane Street Group, LLC | 52,231 | $3.36M | 0.01% | −260,543−83.3% | Reduced |
| Montag A & Associates Inc | 52,727 | $3.39M | 0.21% | +44,996+582.0% | Added |
| Kestra Advisory Services, LLC | 52,838 | $3.40M | 0.03% | +2,415+4.8% | Added |
| Pathstone Family Office, LLC | 53,385 | $3.44M | 0.03% | +32,238+152.4% | Added |
| Citadel Advisors LLC | 53,871 | $3.47M | 0.00% | −192,989−78.2% | Reduced |
| Credential Qtrade Securities Inc. | 54,441 | $3.50M | 0.23% | +2,240+4.3% | Added |
| Asio Capital, LLC | 54,527 | $3.51M | 0.93% | +210+0.4% | Added |
| Concentric Wealth Management, LLC | 54,586 | $3.51M | 1.16% | +70+0.1% | Added |
| Cary Street Partners Asset Management LLC | 54,653 | $3.52M | 0.66% | −1,075−1.9% | Reduced |
| Atria Wealth Solutions, Inc. | 54,837 | $3.53M | 0.05% | −592−1.1% | Reduced |
| Yousif Capital Management, LLC | 55,339 | $3.56M | 0.05% | −2,210−3.8% | Reduced |
| Richard P Slaughter Associates Inc | 55,353 | $3.56M | 0.95% | −3,293−5.6% | Reduced |
| Veriti Management LLC | 55,383 | $3.57M | 0.41% | −970−1.7% | Reduced |
| Cardinal Capital Management | 55,385 | $3.57M | 0.73% | +446+0.8% | Added |
| Weatherly Asset Management L. P. | 55,490 | $3.57M | 0.43% | −3,619−6.1% | Reduced |
| Naviter Wealth, LLC | 55,616 | $3.58M | 0.86% | +8,145+17.2% | Added |
| Quantinno Capital Management LP | 55,631 | $3.58M | 0.16% | +33,456+150.9% | Added |
| Cetera Investment Advisers | 56,410 | $3.63M | 0.03% | +1,372+2.5% | Added |
| Bridge Creek Capital Management LLC | 56,703 | $3.65M | 1.38% | −1,135−2.0% | Reduced |
| Commerce Bank | 57,105 | $3.68M | 0.03% | +1,528+2.7% | Added |
| Jefferies Financial Group Inc. | 57,114 | $3.68M | 0.09% | −1,046−1.8% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.71M | 0.22% | 00.0% | Unchanged |
| Reik & Co., LLC | 57,886 | $3.73M | 1.09% | −1,026−1.7% | Reduced |
| CWM, LLC | 58,001 | $3.73M | 0.02% | +2,153+3.9% | Added |
| United Capital Financial Advisers, LLC | 58,603 | $3.77M | 0.02% | −5,613−8.7% | Reduced |
| Federated Hermes, Inc. | 59,313 | $3.82M | 0.01% | +59,208+56,388.6% | Added |
| Dodge & Cox | 60,013 | $3.86M | 0.00% | −200−0.3% | Reduced |
| Regions Financial Corp | 60,431 | $3.89M | 0.03% | +16,891+38.8% | Added |
| Raymond James Trust N.A. | 61,634 | $3.97M | 0.12% | +12,259+24.8% | Added |
| Huntington National Bank | 62,055 | $4.00M | 0.04% | −3,611−5.5% | Reduced |
| Deutsche Bank AG | 62,143 | $4.00M | 0.00% | −1,143−1.8% | Reduced |