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 |
|---|---|---|---|---|---|
| Blair William & Co | 62,209 | $4.01M | 0.02% | +7,409+13.5% | Added |
| Beddow Capital Management Inc | 62,726 | $4.04M | 1.97% | −39−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 64,257 | $4.14M | 0.07% | −79−0.1% | Reduced |
| Putnam Investments LLC | 64,300 | $4.14M | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 65,720 | $4.23M | 0.08% | −1,672−2.5% | Reduced |
| GYL Financial Synergies, LLC | 66,298 | $4.27M | 0.41% | +42,029+173.2% | Added |
| Integrated Advisors Network LLC | 66,545 | $4.28M | 0.26% | +56,195+542.9% | Added |
| Deltec Asset Management LLC | 67,154 | $4.32M | 0.98% | 00.0% | Unchanged |
| Assetmark, Inc | 67,415 | $4.34M | 0.02% | +43,628+183.4% | Added |
| JustInvest LLC | 68,288 | $4.40M | 0.13% | +628+0.9% | Added |
| Griffin Asset Management, Inc. | 68,409 | $4.40M | 0.63% | +100.0% | Added |
| Hiddenite Capital Partners LP | 68,500 | $4.41M | 6.14% | −12,500−15.4% | Reduced |
| First Trust Advisors LP | 68,502 | $4.41M | 0.01% | −10,579−13.4% | Reduced |
| Exencial Wealth Advisors, LLC | 68,944 | $4.44M | 0.22% | −4,619−6.3% | Reduced |
| Peapack Gladstone Financial Corp | 69,141 | $4.45M | 0.08% | −2,290−3.2% | Reduced |
| Atria Investments LLC | 69,569 | $4.48M | 0.08% | +10,818+18.4% | Added |
| Brookmont Capital Management | 69,965 | $4.50M | 2.81% | −411−0.6% | Reduced |
| Viking Fund Management LLC | 70,000 | $4.51M | 0.91% | −10,000−12.5% | Reduced |
| Royce & Associates LP | 70,000 | $4.51M | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 70,050 | $4.51M | 0.56% | +5,275+8.1% | Added |
| Synovus Financial Corp | 71,350 | $4.59M | 0.05% | +9,924+16.2% | Added |
| Charles Schwab Investment Management Inc | 71,977 | $4.63M | 0.00% | +28,165+64.3% | Added |
| YHB Investment Advisors, Inc. | 71,986 | $4.63M | 0.43% | +6,078+9.2% | Added |
| Susquehanna International Group, LLP | 72,226 | $4.65M | 0.01% | +18,389+34.2% | Added |
| Advocate Group LLC | 72,628 | $4.68M | 1.08% | +230.0% | Added |
| Hedges Asset Management LLC | 74,550 | $4.80M | 4.19% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 74,836 | $4.82M | 2.38% | −12,297−14.1% | Reduced |
| Brown Brothers Harriman & Co | 77,308 | $4.98M | 0.04% | −172−0.2% | Reduced |
| Balyasny Asset Management LLC | 77,916 | $5.02M | 0.01% | −975,856−92.6% | Reduced |
| Brinker Capital Investments, LLC | 77,973 | $5.02M | 0.06% | +16,912+27.7% | Added |
| Orion Portfolio Solutions, LLC | 77,973 | $5.02M | 0.06% | +16,912+27.7% | Added |
| Wexford Capital LP | 79,306 | $5.11M | 1.16% | +79,306 | New |
| South State Corp. | 79,459 | $5.12M | 0.49% | +1,062+1.4% | Added |
| Cetera Advisor Networks LLC | 81,819 | $5.27M | 0.03% | +6,458+8.6% | Added |
| Azimuth Capital Investment Management LLC | 82,620 | $5.32M | 0.26% | −2,454−2.9% | Reduced |
| Nelson Capital Management, LLC | 83,037 | $5.35M | 1.31% | −1,512−1.8% | Reduced |
| Kempner Capital Management Inc. | 86,087 | $5.54M | 3.34% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,649 | $5.64M | 0.03% | +75,077+597.2% | Added |
| Keybank National Association | 88,556 | $5.70M | 0.03% | +1,724+2.0% | Added |
| Cary Street Partner Investment Advisory LLC | 88,759 | $5.71M | 0.31% | +55,157+164.1% | Added |
| Adell Harriman & Carpenter Inc | 89,500 | $5.76M | 0.60% | +25,176+39.1% | Added |
| tru Independence LLC | 89,749 | $5.78M | 2.00% | −4,851−5.1% | Reduced |
| Toroso Investments, LLC | 89,952 | $5.79M | 0.18% | −21,625−19.4% | Reduced |
| Bokf, NA | 89,504 | $5.83M | 0.13% | +22,477+33.5% | Added |
| Hohimer Wealth Management, LLC | 91,268 | $5.88M | 1.68% | −3,242−3.4% | Reduced |
| Clearbridge Investments, LLC | 91,423 | $5.89M | 0.01% | +2,440+2.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.92M | 0.09% | 00.0% | Unchanged |
| MML Investors Services, LLC | 97,147 | $6.25M | 0.03% | +27,051+38.6% | Added |
| Bleakley Financial Group, LLC | 97,545 | $6.28M | 0.22% | −976−1.0% | Reduced |
| Claret Asset Management Corp | 97,976 | $6.31M | 1.24% | −2,472−2.5% | Reduced |
| National Bank of Canada | 101,992 | $6.43M | 0.01% | −870−0.8% | Reduced |
| JBF Capital, Inc. | 100,000 | $6.44M | 1.42% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 100,000 | $6.44M | 11.13% | +100,000 | New |
| Callodine Capital Management, LP | 100,000 | $6.44M | 1.79% | +100,000 | New |
| Heritage Investors Management Corp | 100,383 | $6.46M | 0.27% | −1,535−1.5% | Reduced |
| Sawtooth Solutions, LLC | 100,947 | $6.50M | 0.21% | +2,426+2.5% | Added |
| Parallax Volatility Advisers, L.P. | 101,726 | $6.55M | 0.23% | +101,726 | New |
| Miller Howard Investments Inc | 102,000 | $6.57M | 0.24% | +102,000 | New |
| Augustine Asset Management Inc | 103,455 | $6.66M | 3.08% | −1,922−1.8% | Reduced |
| New England Asset Management Inc | 103,485 | $6.66M | 1.09% | −4,300−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 103,705 | $6.68M | 0.01% | −549−0.5% | Reduced |
| Banco Santander, S.A. | 106,518 | $6.86M | 0.10% | −11,175−9.5% | Reduced |
| Sandy Spring Bank | 106,747 | $6.87M | 0.38% | +3,015+2.9% | Added |
| Eastover Investment Advisors LLC | 106,783 | $6.87M | 4.13% | +4,892+4.8% | Added |
| Jackson Square Capital, LLC | 106,997 | $6.89M | 2.77% | +60,763+131.4% | Added |
| Cutler Capital Management, LLC | 107,018 | $6.89M | 3.11% | +21,747+25.5% | Added |
| Renaissance Group LLC | 107,463 | $6.92M | 0.32% | −2,800−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,635 | $6.93M | 0.31% | −5,517−4.9% | Reduced |
| Teilinger Capital Ltd. | 107,766 | $6.94M | 2.28% | −252,234−70.1% | Reduced |
| TD Waterhouse Canada Inc. | 103,490 | $7.14M | 0.07% | −609−0.6% | Reduced |
| Lodge Hill Capital, LLC | 113,500 | $7.31M | 2.40% | −25,000−18.1% | Reduced |
| First Republic Investment Management, Inc. | 113,547 | $7.31M | 0.02% | +10,541+10.2% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.32M | 2.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 113,765 | $7.32M | 0.28% | +3,011+2.7% | Added |
| Leuthold Group, LLC | 114,262 | $7.36M | 1.03% | −2,077−1.8% | Reduced |
| Regency Capital Management Inc. | 116,216 | $7.48M | 6.36% | −8,573−6.9% | Reduced |
| Edge Capital Group, LLC | 116,368 | $7.49M | 0.49% | −70,312−37.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 118,619 | $7.64M | 0.11% | +22,457+23.4% | Added |
| Eagle Global Advisors LLC | 119,094 | $7.67M | 0.50% | +144+0.1% | Added |
| TownSquare Capital, LLC | 119,728 | $7.71M | 0.14% | −14,002−10.5% | Reduced |
| Fifth Third Bancorp | 120,242 | $7.74M | 0.04% | +3,586+3.1% | Added |
| Acadian Asset Management LLC | 120,992 | $7.79M | 0.03% | +102,045+538.6% | Added |
| Everett Harris & Co | 121,878 | $7.85M | 0.12% | +56,880+87.5% | Added |
| ARS Wealth Advisors Group, LLC | 122,771 | $7.90M | 1.30% | −879−0.7% | Reduced |
| Pinnacle Financial Partners Inc | 123,685 | $7.96M | 0.21% | +114,946+1,315.3% | Added |
| Edgemoor Investment Advisors, Inc. | 125,299 | $8.07M | 0.95% | +2,337+1.9% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 125,679 | $8.09M | 2.70% | +3,142+2.6% | Added |
| Two Sigma Advisers, LP | 126,000 | $8.11M | 0.02% | +115,500+1,100.0% | Added |
| Neville Rodie & Shaw Inc | 128,075 | $8.24M | 0.74% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 129,708 | $8.35M | 0.44% | +1,981+1.6% | Added |
| Thornburg Investment Management Inc | 129,113 | $8.35M | 0.14% | +819+0.6% | Added |
| Woodstock Corp | 130,040 | $8.37M | 1.05% | −79−0.1% | Reduced |
| Stephens Inc | 130,984 | $8.43M | 0.16% | +11,654+9.8% | Added |
| Avantax Advisory Services, Inc. | 133,545 | $8.60M | 0.10% | −46,057−25.6% | Reduced |
| Pinnacle Associates Ltd | 133,880 | $8.62M | 0.16% | −4,503−3.3% | Reduced |
| Ibex Wealth Advisors | 136,542 | $8.79M | 2.24% | +136,542 | New |
| Nikko Asset Management Americas, Inc. | 139,964 | $9.01M | 0.11% | −16,939−10.8% | Reduced |
| Janney Capital Management LLC | 141,182 | $9.09M | 0.70% | +231+0.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 144,002 | $9.27M | 0.01% | −17,203−10.7% | Reduced |
| Baird Financial Group, Inc. | 145,625 | $9.38M | 0.03% | +4,527+3.2% | Added |