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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 146,325 | $9.42M | 0.26% | +310+0.2% | Added |
| Voya Investment Management LLC | 146,567 | $9.44M | 0.01% | +21,633+17.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 148,686 | $9.57M | 0.04% | −1,043−0.7% | Reduced |
| Janney Montgomery Scott LLC | 150,236 | $9.67M | 0.04% | −419−0.3% | Reduced |
| Glenmede Trust Co NA | 150,903 | $9.72M | 0.06% | +22,709+17.7% | Added |
| Stamos Capital Partners, L.P. | 155,730 | $10.0M | 2.23% | −13,270−7.9% | Reduced |
| Allied Investment Advisors, LLC | 168,394 | $10.8M | 3.24% | −409−0.2% | Reduced |
| Employees Retirement System of Texas | 170,020 | $10.9M | 0.16% | −1,128−0.7% | Reduced |
| Manning & Napier Group, LLC | 171,471 | $11.0M | 0.14% | −1,294−0.7% | Reduced |
| QRG Capital Management, Inc. | 178,955 | $11.5M | 0.20% | +178,955 | New |
| D.A. Davidson & Co. | 182,214 | $11.7M | 0.13% | −3,660−2.0% | Reduced |
| Cerity Partners LLC | 183,408 | $11.8M | 0.06% | +36,708+25.0% | Added |
| Mercer Global Advisors Inc | 183,978 | $11.8M | 0.04% | −29,328−13.7% | Reduced |
| Crossmark Global Holdings, Inc. | 178,701 | $11.9M | 0.27% | −4,862−2.6% | Reduced |
| FineMark National Bank & Trust | 184,643 | $11.9M | 0.52% | −4,728−2.5% | Reduced |
| Country Club Bank | 182,035 | $12.0M | 0.98% | −4,125−2.2% | Reduced |
| Scotia Capital Inc. | 186,890 | $12.0M | 0.09% | −2,957−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 189,562 | $12.2M | 0.19% | +24,865+15.1% | Added |
| Captrust Financial Advisors | 190,030 | $12.2M | 0.05% | +43,951+30.1% | Added |
| Willis Johnson & Associates, Inc. | 192,604 | $12.4M | 1.33% | −6,662−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 195,761 | $12.6M | 0.97% | −10,000−4.9% | Reduced |
| Ramirez Asset Management, Inc. | 197,108 | $12.7M | 2.73% | +197,108 | New |
| Cohen Klingenstein LLC | 197,338 | $12.7M | 0.58% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 197,860 | $12.7M | 0.24% | +876+0.4% | Added |
| Beach Investment Counsel Inc | 202,946 | $13.1M | 1.63% | +96,328+90.3% | Added |
| Evergreen Capital Management LLC | 206,835 | $13.3M | 0.58% | −41,285−16.6% | Reduced |
| Marshall Wace, LLP | 212,431 | $13.7M | 0.03% | −157,415−42.6% | Reduced |
| Greenwood Gearhart Inc | 212,833 | $13.7M | 1.62% | +6,628+3.2% | Added |
| Euro Pacific Asset Management, LLC | 215,289 | $13.9M | 3.26% | −3,974−1.8% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $14.2M | 1.59% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 223,568 | $14.4M | 0.02% | +11,470+5.4% | Added |
| M&T Bank Corp | 230,676 | $14.9M | 0.06% | +3,803+1.7% | Added |
| Klingenstein Fields & Co LP | 233,313 | $15.0M | 0.73% | +129,725+125.2% | Added |
| Crocodile Capital Partners GmbH | 235,306 | $15.1M | 14.28% | +108,700+85.9% | Added |
| Becker Capital Management Inc | 236,261 | $15.2M | 0.60% | +505+0.2% | Added |
| Davidson Kempner Capital Management LP | 237,931 | $15.3M | 0.24% | −642,527−73.0% | Reduced |
| South Dakota Investment Council | 240,573 | $15.5M | 0.35% | −21,289−8.1% | Reduced |
| Davenport & Co LLC | 241,263 | $15.5M | 0.12% | −14,348−5.6% | Reduced |
| Fayez Sarofim & Co | 244,471 | $15.7M | 0.05% | −6,944−2.8% | Reduced |
| Invenomic Capital Management LP | 244,762 | $15.8M | 0.66% | +244,762 | New |
| Logan Capital Management Inc | 249,345 | $16.1M | 0.82% | −6,248−2.4% | Reduced |
| Grandfield & Dodd, LLC | 249,721 | $16.1M | 1.18% | +5,836+2.4% | Added |
| Northwest & Ethical Investments L.P. | 249,974 | $16.1M | 0.54% | +40,083+19.1% | Added |
| Creative Planning | 259,414 | $16.7M | 0.02% | +75,857+41.3% | Added |
| Wedge Capital Management L L P | 263,893 | $17.0M | 0.34% | −20,854−7.3% | Reduced |
| Fort Washington Investment Advisors Inc | 264,716 | $17.0M | 0.13% | −1,951−0.7% | Reduced |
| Truist Financial Corp | 270,414 | $17.4M | 0.03% | +46,673+20.9% | Added |
| Citigroup Inc | 271,385 | $17.5M | 0.02% | +117,816+76.7% | Added |
| Thomasville National Bank | 293,778 | $18.9M | 1.86% | +2,623+0.9% | Added |
| Gluskin Sheff & Assoc Inc | 591,339 | $19.1M | 1.46% | +13,449+2.3% | Added |
| Voloridge Investment Management, LLC | 298,889 | $19.2M | 0.09% | +298,889 | New |
| SEI Investments Co | 303,958 | $19.6M | 0.04% | +129,992+74.7% | Added |
| Harvest Portfolios Group Inc. | 305,166 | $19.6M | 0.93% | −8,105−2.6% | Reduced |
| First Eagle Investment Management, LLC | 306,242 | $19.7M | 0.05% | +27,651+9.9% | Added |
| Guardian Capital LP | 316,294 | $20.4M | 0.76% | −28,908−8.4% | Reduced |
| Anchor Capital Advisors LLC | 324,023 | $20.9M | 0.58% | +78,153+31.8% | Added |
| Cresset Asset Management, LLC | 327,555 | $21.1M | 0.15% | +34,954+11.9% | Added |
| 1832 Asset Management L.P. | 330,519 | $21.3M | 0.04% | −489,258−59.7% | Reduced |
| Mariner, LLC | 332,287 | $21.4M | 0.06% | +12,592+3.9% | Added |
| Commonwealth Equity Services, LLC | 333,583 | $21.5M | 0.04% | +26,960+8.8% | Added |
| Alyeska Investment Group, L.P. | 333,869 | $21.5M | 0.15% | −538,118−61.7% | Reduced |
| SIR Capital Management, L.P. | 338,464 | $21.8M | 2.59% | −10,036−2.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 340,523 | $21.9M | 0.04% | +34,850+11.4% | Added |
| Hikari Power Ltd | 341,900 | $22.0M | 2.15% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 344,740 | $22.2M | 3.88% | +12,359+3.7% | Added |
| Nicola Wealth Management Ltd. | 352,000 | $22.7M | 2.44% | +2,000+0.6% | Added |
| Cantor Fitzgerald, L. P. | 356,017 | $22.9M | 0.62% | −31,456−8.1% | Reduced |
| Huber Capital Management LLC | 372,689 | $24.0M | 5.64% | −41,200−10.0% | Reduced |
| Willis Investment Counsel | 375,299 | $24.2M | 1.83% | −49,539−11.7% | Reduced |
| Advisor Group Holdings, Inc. | 387,477 | $25.0M | 0.04% | +132,353+51.9% | Added |
| Ci Investments Inc. | 391,505 | $25.2M | 0.14% | −20,060−4.9% | Reduced |
| Foundry Partners, LLC | 393,717 | $25.3M | 1.58% | −750.0% | Reduced |
| Kornitzer Capital Management Inc | 401,068 | $25.8M | 0.53% | +650.0% | Added |
| Barclays PLC | 404,992 | $26.1M | 0.02% | +366,609+955.1% | Added |
| Gabelli Funds LLC | 424,300 | $27.3M | 0.22% | −800−0.2% | Reduced |
| CIBC World Markets Inc. | 427,459 | $27.5M | 0.10% | +9,273+2.2% | Added |
| US Bancorp | 429,083 | $27.6M | 0.05% | +110,968+34.9% | Added |
| TruWealth Advisors, LLC | 449,903 | $29.0M | 2.49% | −14,118−3.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 452,134 | $29.1M | 0.10% | +452,134 | New |
| HighTower Advisors, LLC | 461,163 | $29.7M | 0.06% | +20,116+4.6% | Added |
| Causeway Capital Management LLC | 463,105 | $29.8M | 0.79% | +463,105 | New |
| Skye Global Management LP | 472,000 | $30.4M | 0.88% | +148,000+45.7% | Added |
| Adage Capital Partners GP, L.L.C. | 485,000 | $31.2M | 0.07% | +425,000+708.3% | Added |
| SPX Equities Gestao de Recursos Ltda | 501,150 | $32.3M | 1.71% | +501,150 | New |
| Yaupon Capital Management LP | 509,835 | $32.8M | 3.71% | +308,849+153.7% | Added |
| Schonfeld Strategic Advisors LLC | 530,407 | $34.1M | 0.32% | +530,407 | New |
| Penn Davis McFarland Inc | 554,953 | $35.7M | 6.26% | −8,432−1.5% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $35.8M | 0.98% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 563,423 | $36.4M | 0.03% | −12,450−2.2% | Reduced |
| Qube Research & Technologies Ltd | 571,225 | $36.8M | 0.11% | +571,225 | New |
| Bank of Montreal | 571,592 | $37.0M | 0.02% | −9,125−1.6% | Reduced |
| Verition Fund Management LLC | 587,540 | $37.8M | 0.51% | +30,783+5.5% | Added |
| CI Private Wealth, LLC | 589,115 | $37.9M | 0.09% | −24,031−3.9% | Reduced |
| CIBC Private Wealth Group, LLC | 607,050 | $39.1M | 0.09% | +18,287+3.1% | Added |
| American Century Companies Inc | 622,675 | $40.1M | 0.03% | +41,460+7.1% | Added |
| LPL Financial LLC | 633,287 | $40.8M | 0.03% | +62,792+11.0% | Added |
| Great Lakes Advisors, LLC | 648,860 | $41.8M | 0.38% | −23,360−3.5% | Reduced |
| Cullen Capital Management LLC | 655,003 | $42.2M | 0.49% | −10,566−1.6% | Reduced |
| Gemsstock Limited | 719,800 | $46.3M | 20.32% | +591,000+458.9% | Added |
| Russell Investments Group, Ltd. | 720,105 | $46.4M | 0.09% | +14,916+2.1% | Added |