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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2,857 | $183.9K | 0.03% | +2,100+277.4% | Added |
| JFS Wealth Advisors, LLC | 2,972 | $191.3K | 0.02% | −77−2.5% | Reduced |
| Washington Trust Advisors, Inc. | 3,028 | $194.9K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3,080 | $198.3K | 0.09% | −100−3.1% | Reduced |
| Breakwater Capital Group | 3,064 | $200.4K | 0.07% | +3,064 | New |
| Ancora Advisors, LLC | 3,130 | $201.5K | 0.01% | +3+0.1% | Added |
| Triune Financial Partners, LLC | 3,131 | $201.6K | 0.08% | +3,131 | New |
| Institute for Wealth Management, LLC. | 3,136 | $201.9K | 0.04% | +3,136 | New |
| Callan Capital, LLC | 3,143 | $202.3K | 0.02% | +3,143 | New |
| Keystone Financial Group | 3,144 | $202.4K | 0.03% | +3,144 | New |
| FMB Wealth Management | 3,149 | $202.7K | 0.22% | +3,149 | New |
| Peoples Financial Services Corp. | 3,150 | $202.8K | 0.10% | 00.0% | Unchanged |
| Sprott Inc. | 3,150 | $202.8K | 0.02% | +3,150 | New |
| Summit Trail Advisors, LLC | 3,151 | $202.9K | 0.01% | −760−19.4% | Reduced |
| Plan Group Financial, LLC | 3,165 | $203.7K | 0.15% | +3,165 | New |
| Golden State Equity Partners | 3,165 | $203.8K | 0.06% | +3,165 | New |
| AQR Capital Management LLC | 3,168 | $203.9K | 0.00% | +3,168 | New |
| Mayflower Financial Advisors, LLC | 3,170 | $204.1K | 0.03% | +3,170 | New |
| United Community Bank | 3,176 | $204.5K | 0.10% | +200+6.7% | Added |
| Avaii Wealth Management, LLC | 3,177 | $204.5K | 0.15% | +3,177 | New |
| Focus Financial Network, Inc. | 3,179 | $204.6K | 0.01% | +3,179 | New |
| SeaBridge Investment Advisors LLC | 3,200 | $206.0K | 0.07% | +3,200 | New |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $206.2K | 0.03% | −408−11.3% | Reduced |
| Main Street Financial Solutions, LLC | 3,214 | $206.9K | 0.03% | +3,214 | New |
| Appleton Partners Inc | 3,217 | $207.0K | 0.02% | −158−4.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 3,222 | $207.0K | 0.03% | +3,222 | New |
| Gillespie Robinson & Grimm Inc | 3,226 | $207.7K | 0.02% | +3,226 | New |
| Tompkins Financial Corp | 3,230 | $207.9K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 3,225 | $208.0K | 0.03% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,241 | $208.7K | 0.02% | +3,241 | New |
| Motco | 3,242 | $208.7K | 0.01% | +2,141+194.5% | Added |
| Successful Portfolios LLC | 3,244 | $208.8K | 0.19% | −304−8.6% | Reduced |
| SkyOak Wealth, LLC | 3,250 | $209.2K | 0.06% | +3,250 | New |
| Thompson Investment Management, Inc. | 3,251 | $209.3K | 0.04% | +200+6.6% | Added |
| Pine Valley Investments Ltd Liability Co | 3,255 | $209.6K | 0.02% | +3,255 | New |
| Smart Money Group LLC | 3,258 | $209.8K | 0.10% | +3,258 | New |
| Oakworth Capital, Inc. | 3,259 | $209.8K | 0.02% | −721−18.1% | Reduced |
| Western Wealth Management, LLC | 3,260 | $209.9K | 0.02% | +3,260 | New |
| Warren Averett Asset Management, LLC | 3,268 | $210.4K | 0.01% | +3,268 | New |
| Glassman Wealth Services | 3,275 | $210.8K | 0.03% | +1,135+53.0% | Added |
| Northwest Bancshares, Inc. | 3,277 | $211.0K | 0.04% | +3,277 | New |
| PDT Partners, LLC | 3,299 | $212.4K | 0.03% | +3,299 | New |
| Duncker Streett & Co Inc | 3,301 | $212.5K | 0.05% | −792−19.4% | Reduced |
| RMR Wealth Builders | 3,309 | $213.0K | 0.03% | +3,309 | New |
| Csenge Advisory Group | 3,309 | $213.0K | 0.01% | +3,309 | New |
| First Financial Corp | 3,312 | $213.2K | 0.13% | +2,890+684.8% | Added |
| Fiduciary Group LLC | 3,320 | $213.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 3,336 | $214.8K | 0.07% | −407−10.9% | Reduced |
| Kavar Capital Partners Group, LLC | 3,336 | $214.8K | 0.05% | +3,336 | New |
| Foster Victor Wealth Advisors, LLC | 3,348 | $216.0K | 0.03% | +3,348 | New |
| Altfest L J & Co Inc | 3,382 | $218.0K | 0.03% | −11−0.3% | Reduced |
| Aaron Wealth Advisors | 3,409 | $219.5K | 0.03% | +3,409 | New |
| PFG Advisors | 3,413 | $219.8K | 0.02% | −30−0.9% | Reduced |
| Beacon Financial Advisory LLC | 3,414 | $219.8K | 0.12% | 00.0% | Unchanged |
| Welch Group, LLC | 3,446 | $221.9K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,449 | $222.0K | 0.04% | −1,668−32.6% | Reduced |
| Vanguard Group Inc | 3,451 | $222.2K | 0.00% | +3,451 | New |
| Joel Isaacson & Co., LLC | 3,472 | $223.5K | 0.02% | 00.0% | Unchanged |
| Weinberger Asset Management, Inc | 3,521 | $226.7K | 0.13% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 3,525 | $226.9K | 0.04% | +3,525 | New |
| Horan Securities, Inc. | 3,531 | $227.4K | 0.12% | +89+2.6% | Added |
| BigSur Wealth Management LLC | 3,536 | $227.6K | 0.11% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 3,536 | $227.7K | 0.02% | −548−13.4% | Reduced |
| Financial Sense Advisors, Inc. | 3,543 | $228.1K | 0.10% | +76+2.2% | Added |
| Tufton Capital Management | 3,545 | $228.2K | 0.05% | 00.0% | Unchanged |
| City Holding Co | 3,553 | $228.7K | 0.04% | −734−17.1% | Reduced |
| Davis R M Inc | 3,558 | $229.0K | 0.01% | −9−0.3% | Reduced |
| Delta Asset Management LLC | 3,570 | $229.8K | 0.02% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 3,574 | $230.1K | 0.15% | −248−6.5% | Reduced |
| TCWP LLC | 3,580 | $230.5K | 0.18% | −418−10.5% | Reduced |
| HCR Wealth Advisors | 3,585 | $230.8K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,623 | $233.2K | 0.06% | +3,623 | New |
| Goodman Financial Corp | 3,626 | $233.4K | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,634 | $234.0K | 0.01% | +304+9.1% | Added |
| Addison Capital Co | 3,653 | $235.0K | 0.18% | +251+7.4% | Added |
| Resources Investment Advisors, LLC. | 3,663 | $235.8K | 0.01% | +3,663 | New |
| Cambiar Investors LLC | 3,664 | $235.9K | 0.01% | −550,193−99.3% | Reduced |
| Monticello Wealth Management, LLC | 3,672 | $236.4K | 0.02% | +205+5.9% | Added |
| Daymark Wealth Partners, LLC | 3,676 | $236.7K | 0.02% | +3,676 | New |
| MBE Wealth Management, LLC | 3,679 | $236.9K | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 3,680 | $236.9K | 0.00% | +3,680 | New |
| Moloney Securities Asset Management, LLC | 3,693 | $237.8K | 0.04% | −30−0.8% | Reduced |
| Doliver Advisors, LP | 3,697 | $238.0K | 0.07% | +72+2.0% | Added |
| MONECO Advisors, LLC | 3,703 | $238.4K | 0.06% | +182+5.2% | Added |
| Pekin Hardy Strauss, Inc. | 3,713 | $239.0K | 0.04% | 00.0% | Unchanged |
| GQG Partners LLC | 3,735 | $240.5K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,742 | $240.9K | 0.10% | +68+1.9% | Added |
| Boston Trust Walden Corp | 3,748 | $241.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,749 | $241.4K | 0.04% | +225+6.4% | Added |
| Lantz Financial LLC | 3,762 | $242.2K | 0.10% | +429+12.9% | Added |
| Trinity Legacy Partners, LLC | 3,785 | $243.7K | 0.08% | 00.0% | Unchanged |
| Holderness Investments Co | 3,805 | $245.0K | 0.10% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,808 | $245.2K | 0.01% | +60+1.6% | Added |
| Clarity Financial LLC | 3,831 | $246.6K | 0.04% | +3,831 | New |
| Atomi Financial Group, Inc. | 3,834 | $246.8K | 0.08% | +3,834 | New |
| Marco Investment Management LLC | 3,845 | $247.5K | 0.03% | −217−5.3% | Reduced |
| Advance Capital Management, Inc. | 3,848 | $247.7K | 0.02% | 00.0% | Unchanged |
| Essex Savings Bank | 3,862 | $248.6K | 0.08% | −514−11.7% | Reduced |
| First Citizens Bank & Trust Co | 3,891 | $250.5K | 0.00% | +114+3.0% | Added |
| Wealth Quarterback LLC | 3,896 | $250.8K | 0.22% | +25+0.6% | Added |