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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.

Institutional holdersQ3 2023: 1,265 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ3 2023: $21.0B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$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
InstitutionSharesValue% of portfolioChange in sharesAction
Armstrong, Fleming & Moore, Inc0$00.00%−3,969−100.0%Sold out
Soltis Investment Advisors LLC0$00.00%−3,834−100.0%Sold out
Noesis Capital Mangement Corp0$00.00%−3,755−100.0%Sold out
Clear Harbor Asset Management, LLC0$00.00%−3,618−100.0%Sold out
CFM Wealth Partners LLC0$00.00%−3,498−100.0%Sold out
Comerica Securities,inc.0$00.00%−3,377−100.0%Sold out
Merit Financial Group, LLC0$00.00%−3,355−100.0%Sold out
Goldstone Financial Group, LLC0$00.00%−3,345−100.0%Sold out
Dorchester Wealth Management Co0$00.00%−3,325−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−3,285−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−2,721−100.0%Sold out
Old Point Trust & Financial Services N A0$00.00%−2,501−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−1,559−100.0%Sold out
CVA Family Office, LLC0$00.00%−977−100.0%Sold out
Worth Asset Management, LLC0$00.00%−945−100.0%Sold out
Cassady Schiller Wealth Management, LLC0$00.00%−893−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−676−100.0%Sold out
Buck Wealth Strategies, LLC0$00.00%−450−100.0%Sold out
Heritage Wealth Advisors0$00.00%−420−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−372−100.0%Sold out
WealthPlan Investment Management, LLC0$00.00%−364−100.0%Sold out
25 LLC0$00.00%−255−100.0%Sold out
Insight Financial Services0$00.00%−133−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−115−100.0%Sold out
Tilia Fiduciary Partners, Inc.0$00.00%−15−100.0%Sold out
Thomas White International Ltd––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
Tiaa, FSB––––Not filed
44 Wealth Management LLC––––Not filed
BFT Financial Group, LLC––––Not filed
Endurance Wealth Management, Inc.––––Not filed
BDO Wealth Advisors, LLC––––Not filed
Vigilant Capital Management, LLC––––Not filed
First Command Bank––––Not filed
First Command Financial Services, Inc.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed
First National Bank of South Miami––––Not filed
Coastal Capital Group, Inc.––––Not filed
Cowen Prime Advisors LLC––––Not filed