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 |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 761,041 | $49.0M | 0.04% | −8,404−1.1% | Reduced |
| Ameriprise Financial Inc | 770,814 | $49.6M | 0.02% | +28,396+3.8% | Added |
| Lazard Asset Management LLC | 785,622 | $50.6M | 0.07% | +774,792+7,154.1% | Added |
| Energy Income Partners, LLC | 826,299 | $53.2M | 1.21% | +16,533+2.0% | Added |
| Castle Hook Partners LP | 834,938 | $53.8M | 3.62% | +834,938 | New |
| Pacer Advisors, Inc. | 843,979 | $54.3M | 0.21% | +56,975+7.2% | Added |
| Teachers Retirement System of the State of Kentucky | 879,870 | $56.6M | 0.57% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 917,238 | $59.1M | 0.52% | −38,754−4.1% | Reduced |
| Letko, Brosseau & Associates Inc | 923,432 | $59.5M | 1.16% | −13,682−1.5% | Reduced |
| Macquarie Group Ltd | 928,332 | $59.8M | 0.08% | −94,844−9.3% | Reduced |
| Equity Investment Corp | 952,425 | $61.3M | 1.91% | −8,044−0.8% | Reduced |
| Brandes Investment Partners, LP | 958,918 | $61.7M | 1.21% | −2,004−0.2% | Reduced |
| Van Eck Associates Corp | 971,460 | $62.5M | 0.14% | −23,730−2.4% | Reduced |
| Egerton Capital (UK) LLP | 972,755 | $62.6M | 0.73% | +972,755 | New |
| Raymond James & Associates | 995,786 | $64.1M | 0.05% | +178,741+21.9% | Added |
| Boston Partners | 1,030,952 | $66.4M | 0.09% | −35,880−3.4% | Reduced |
| Douglas Lane & Associates, LLC | 1,074,705 | $69.2M | 1.16% | −55,541−4.9% | Reduced |
| Jennison Associates LLC | 1,093,757 | $70.4M | 0.06% | +372,258+51.6% | Added |
| Norges Bank | 1,147,769 | $73.9M | 0.01% | −1,547,911−57.4% | Reduced |
| Alliancebernstein L.P. | 1,192,159 | $76.8M | 0.03% | −103,880−8.0% | Reduced |
| L1 Capital Pty Ltd | 1,224,617 | $78.8M | 6.71% | +800,365+188.7% | Added |
| JPMorgan Chase & Co | 1,412,463 | $90.9M | 0.01% | +207,041+17.2% | Added |
| Todd Asset Management LLC | 1,483,113 | $95.5M | 2.27% | −14,111−0.9% | Reduced |
| Natixis Advisors, L.P. | 1,501,603 | $96.7M | 0.30% | +532,560+55.0% | Added |
| Silvercrest Asset Management Group LLC | 1,509,502 | $97.2M | 0.74% | +33,514+2.3% | Added |
| UBS Group AG | 1,621,876 | $104.4M | 0.05% | +172,922+11.9% | Added |
| Invesco Ltd. | 1,763,562 | $113.5M | 0.03% | +1,092,670+162.9% | Added |
| Mackenzie Financial Corp | 1,862,742 | $118.0M | 0.20% | −281,621−13.1% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $119.6M | 0.12% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,861,468 | $119.8M | 0.47% | −2,423−0.1% | Reduced |
| Stifel Financial Corp | 1,898,021 | $122.2M | 0.17% | +51,819+2.8% | Added |
| D. E. Shaw & Co., Inc. | 1,916,476 | $123.4M | 0.20% | +481,153+33.5% | Added |
| Envestnet Asset Management Inc | 1,965,941 | $126.6M | 0.06% | +742,698+60.7% | Added |
| Capital Research Global Investors | 2,011,533 | $129.5M | 0.04% | +1,635+0.1% | Added |
| Westwood Global Investments, LLC | 2,112,455 | $136.0M | 7.16% | +39,021+1.9% | Added |
| Nuveen Asset Management, LLC | 2,382,212 | $153.4M | 0.05% | +470,985+24.6% | Added |
| Wells Fargo & Company | 2,671,270 | $172.0M | 0.05% | +260,745+10.8% | Added |
| Harding Loevner LP | 2,720,149 | $175.1M | 1.16% | −33,525−1.2% | Reduced |
| Northern Trust Corp | 2,725,813 | $175.5M | 0.03% | +263,152+10.7% | Added |
| Rockefeller Capital Management L.P. | 3,117,516 | $200.7M | 0.77% | +486,761+18.5% | Added |
| Lord, Abbett & Co. LLC | 3,331,754 | $214.5M | 0.80% | −10,928−0.3% | Reduced |
| Royal Bank of Canada | 3,816,686 | $245.7M | 0.07% | +143,573+3.9% | Added |
| Millennium Management LLC | 3,929,837 | $253.0M | 0.26% | −249,918−6.0% | Reduced |
| Pzena Investment Management LLC | 3,939,739 | $253.6M | 1.09% | +61,583+1.6% | Added |
| Amundi | 3,922,374 | $264.3M | 0.13% | +239,283+6.5% | Added |
| Bank of New York Mellon Corp | 4,435,003 | $285.5M | 0.06% | +409,016+10.2% | Added |
| Mawer Investment Management Ltd. | 4,440,207 | $285.9M | 1.53% | −42,266−0.9% | Reduced |
| Goldman Sachs Group Inc | 4,540,262 | $292.3M | 0.07% | +475,084+11.7% | Added |
| 40 North Management LLC | 4,850,000 | $312.2M | 20.95% | +250,000+5.4% | Added |
| Price T Rowe Associates Inc | 5,295,750 | $340.9M | 0.05% | −102,777−1.9% | Reduced |
| Pale Fire Capital SE | 5,432,205 | $349.7M | 35.16% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,029,741 | $388.2M | 0.20% | −7,907−0.1% | Reduced |
| Orbis Allan Gray Ltd | 6,827,537 | $439.6M | 3.16% | +138,609+2.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,962,833 | $448.3M | 1.70% | +101,150+1.5% | Added |
| Wellington Management Group LLP | 8,742,878 | $562.9M | 0.11% | +848,104+10.7% | Added |
| BlackRock Inc. | 9,051,570 | $582.7M | 0.02% | +1,682,454+22.8% | Added |
| Bank of America Corp | 9,265,633 | $596.5M | 0.07% | +1,967,041+27.0% | Added |
| Morgan Stanley | 9,356,191 | $602.4M | 0.06% | +384,967+4.3% | Added |
| Arrowstreet Capital, Limited Partnership | 16,819,013 | $1.08B | 1.31% | +4,293,211+34.3% | Added |
| Eagle Capital Management LLC | 16,973,360 | $1.09B | 5.06% | +1,068,446+6.7% | Added |
| Fisher Asset Management, LLC | 22,393,699 | $1.44B | 0.82% | +491,656+2.2% | Added |
| Dimensional Fund Advisors LP | 23,074,099 | $1.49B | 0.49% | −201,021−0.9% | Reduced |
| FMR LLC | 29,087,703 | $1.87B | 0.16% | +6,554,340+29.1% | Added |
| Infrastructure Capital Advisors, LLC | 12 | – | – | +12 | New |
| Quilter Plc | 1,150 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,661,650−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −1,515,498−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −834,909−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −680,386−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −565,419−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −279,674−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −203,850−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −200,463−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −112,500−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −83,407−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −75,464−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −49,872−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,200−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −31,974−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −20,116−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −18,169−100.0% | Sold out |
| Clifford Capital Partners LLC | 0 | $0 | 0.00% | −14,396−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −12,357−100.0% | Sold out |
| Ramsay, Stattman, Vela & Price, Inc. | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,707−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,850−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Buckley Wealth Management, LLC | 0 | $0 | 0.00% | −6,358−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −6,148−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −6,076−100.0% | Sold out |
| Amica Retiree Medical Trust | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Private Asset Management Inc | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4,929−100.0% | Sold out |
| Meyer Handelman Co | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |