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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 482 | $31.0K | 0.00% | −3,030−86.3% | Reduced |
| Key Financial Inc | 482 | $31.1K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $31.5K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 490 | $31.5K | 0.02% | +490 | New |
| Fortis Group Advisors, LLC | 492 | $31.7K | 0.01% | +492 | New |
| Operose Advisors LLC | 495 | $31.9K | 0.01% | +495 | New |
| Creative Financial Designs Inc | 498 | $32.0K | 0.00% | +5+1.0% | Added |
| Tortoise Investment Management, LLC | 501 | $32.3K | 0.00% | +1+0.2% | Added |
| St Germain D J Co Inc | 508 | $32.7K | 0.00% | −90−15.1% | Reduced |
| TD Capital Management LLC | 550 | $35.4K | 0.00% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 551 | $35.5K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 560 | $36.1K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 618 | $39.0K | 0.03% | +109+21.4% | Added |
| Nisa Investment Advisors, LLC | 609 | $39.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 609 | $39.2K | 0.00% | +609 | New |
| HHM Wealth Advisors, LLC | 610 | $39.3K | 0.01% | −100−14.1% | Reduced |
| Institutional & Family Asset Management, LLC | 645 | $41.5K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 658 | $42.4K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 662 | $42.6K | 0.03% | +115+21.0% | Added |
| Focused Wealth Management, Inc | 665 | $42.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 671 | $43.0K | 0.01% | −50−6.9% | Reduced |
| GHP Investment Advisors, Inc. | 647 | $43.6K | 0.00% | +117+22.1% | Added |
| MCF Advisors LLC | 712 | $45.8K | 0.00% | +400+128.2% | Added |
| Caldwell Sutter Capital, Inc. | 739 | $47.6K | 0.03% | −700−48.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 750 | $48.3K | 0.03% | −350−31.8% | Reduced |
| Coston, McIsaac & Partners | 770 | $49.0K | 0.02% | +670+670.0% | Added |
| TFC Financial Management | 773 | $49.7K | 0.01% | +32+4.3% | Added |
| Tradition Wealth Management, LLC | 781 | $50.0K | 0.01% | −723−48.1% | Reduced |
| City State Bank | 780 | $50.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 807 | $52.0K | 0.01% | −88−9.8% | Reduced |
| Highlander Capital Management, LLC | 800 | $52.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 813 | $52.3K | 0.01% | +1+0.1% | Added |
| Archer Investment Corp | 846 | $54.4K | 0.02% | +622+277.7% | Added |
| Dividend Assets Capital, LLC | 859 | $55.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 848 | $55.0K | 0.04% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 900 | $57.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 990 | $63.0K | 0.05% | −59−5.6% | Reduced |
| Arcadia Investment Management Corp | 984 | $63.4K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1,010 | $65.0K | 0.01% | +168+20.0% | Added |
| Barrett & Company, Inc. | 1,026 | $66.1K | 0.04% | −115−10.1% | Reduced |
| Park Place Capital Corp | 1,038 | $66.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,041 | $67.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,066 | $68.6K | 0.00% | +1,066 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,109 | $71.4K | 0.00% | +6+0.5% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $72.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $76.3K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,189 | $76.5K | 0.02% | +286+31.7% | Added |
| Baystate Wealth Management LLC | 1,215 | $78.2K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 1,237 | $79.6K | 0.04% | +1,237 | New |
| Princeton Global Asset Management LLC | 1,247 | $80.3K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,263 | $81.0K | 0.03% | −55−4.2% | Reduced |
| M&R Capital Management Inc | 1,290 | $83.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,294 | $83.3K | 0.01% | +1,294 | New |
| Timber Creek Capital Management LLC | 1,300 | $83.7K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $83.7K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1,356 | $87.3K | 0.03% | +113+9.1% | Added |
| Harbor Investment Advisory, LLC | 1,393 | $89.7K | 0.01% | −592−29.8% | Reduced |
| Citizens National Bank Trust Department | 1,397 | $89.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,406 | $90.5K | 0.04% | +21+1.5% | Added |
| Itau Unibanco Holding S.A. | 1,419 | $91.4K | 0.00% | −5−0.4% | Reduced |
| Union Savings Bank | 1,429 | $92.0K | 0.06% | 00.0% | Unchanged |
| First Pacific Financial | 1,433 | $92.3K | 0.04% | +1,433 | New |
| Carmichael Hill & Associates, Inc. | 1,455 | $93.7K | 0.05% | 00.0% | Unchanged |
| Colonial Trust Co | 1,477 | $95.1K | 0.02% | −74−4.8% | Reduced |
| Hollencrest Capital Management | 1,496 | $96.3K | 0.01% | +89+6.3% | Added |
| AdvisorNet Financial, Inc | 1,499 | $96.5K | 0.01% | −411−21.5% | Reduced |
| Chesapeake Asset Management LLC | 1,505 | $96.9K | 0.09% | −1,540−50.6% | Reduced |
| Webster Bank, N. A. | 1,539 | $99.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,573 | $101.3K | 0.01% | −1,418−47.4% | Reduced |
| Laurel Wealth Advisors LLC | 1,581 | $101.8K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,585 | $102.0K | 0.05% | +51+3.3% | Added |
| Legacy Bridge, LLC | 1,600 | $103.0K | 0.07% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 1,620 | $104.3K | 0.01% | +1,620 | New |
| Sugarloaf Wealth Management, LLC | 1,719 | $110.7K | 0.03% | +2+0.1% | Added |
| Providence Capital Advisors, LLC | 1,786 | $115.0K | 0.03% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,862 | $119.9K | 0.06% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 1,900 | $122.3K | 0.03% | −200−9.5% | Reduced |
| Bray Capital Advisors | 1,950 | $125.5K | 0.04% | 00.0% | Unchanged |
| Bollard Group LLC | 1,952 | $126.0K | 0.00% | +1,010+107.2% | Added |
| Grove Bank & Trust | 1,959 | $126.1K | 0.03% | +37+1.9% | Added |
| Boit C F David | 2,000 | $126.7K | 0.09% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,986 | $127.9K | 0.02% | −932−31.9% | Reduced |
| Strengthening Families & Communities, LLC | 1,981 | $128.0K | 0.06% | −707−26.3% | Reduced |
| JJJ Advisors Inc. | 1,996 | $128.5K | 0.03% | +1,757+735.1% | Added |
| Wellington Shields & Co., LLC | 2,074 | $133.5K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,088 | $134.4K | 0.08% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2,125 | $136.8K | 0.03% | +133+6.7% | Added |
| Addison Advisors LLC | 2,155 | $138.7K | 0.06% | +317+17.2% | Added |
| Pinnacle Bancorp, Inc. | 2,222 | $143.1K | 0.05% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 2,223 | $143.1K | 0.02% | +2,223 | New |
| Capital Analysts, LLC | 2,349 | $151.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 2,500 | $161.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,540 | $163.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,616 | $168.4K | 0.04% | +84+3.3% | Added |
| Riverview Trust Co | 2,629 | $169.3K | 0.15% | +740+39.2% | Added |
| Stonebridge Capital Advisors LLC | 2,691 | $173.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,746 | $176.8K | 0.00% | −27−1.0% | Reduced |
| Avion Wealth | 2,788 | $179.0K | 0.05% | −46−1.6% | Reduced |
| ORG Partners LLC | 2,797 | $180.1K | 0.05% | +48+1.7% | Added |
| Salem Investment Counselors Inc | 2,851 | $183.5K | 0.01% | 00.0% | Unchanged |