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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 3,900 | $251.0K | 0.18% | −4,121−51.4% | Reduced |
| Trust Co of Virginia | 3,899 | $251.0K | 0.03% | +3,899 | New |
| Sax Wealth Advisors, LLC | 3,919 | $252.3K | 0.05% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,921 | $252.4K | 0.03% | −800−16.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,925 | $252.7K | 0.01% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 3,935 | $253.3K | 0.09% | +3,935 | New |
| NorthCrest Asset Manangement, LLC | 3,938 | $253.5K | 0.01% | −41−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 3,940 | $253.7K | 0.01% | +482+13.9% | Added |
| Argent Advisors, Inc. | 3,950 | $254.3K | 0.12% | +100+2.6% | Added |
| Cedar Brook Financial Partners, LLC | 3,958 | $254.8K | 0.07% | +3,958 | New |
| JGP Global Gestao de Recursos Ltda. | 3,975 | $255.9K | 0.16% | +3,975 | New |
| Hudson Valley Investment Advisors Inc | 3,980 | $256.2K | 0.04% | −2,355−37.2% | Reduced |
| Caldwell Trust Co | 3,982 | $256.4K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,987 | $256.7K | 0.03% | +1,428+55.8% | Added |
| Triasima Portfolio Management inc. | 4,005 | $257.8K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 4,017 | $258.6K | 0.06% | +53+1.3% | Added |
| Cornerstone Advisory, LLC | 4,020 | $258.8K | 0.05% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 4,026 | $259.2K | 0.07% | −40−1.0% | Reduced |
| Gateway Wealth Partners, LLC | 4,027 | $259.2K | 0.05% | +4,027 | New |
| Jamison Private Wealth Management, Inc. | 4,037 | $259.9K | 0.05% | +4,037 | New |
| Cadinha & Co LLC | 4,045 | $260.4K | 0.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,045 | $260.4K | 0.02% | +178+4.6% | Added |
| Sandbox Financial Partners, LLC | 4,046 | $260.5K | 0.14% | +3+0.1% | Added |
| Cullinan Associates Inc | 4,071 | $262.1K | 0.02% | +371+10.0% | Added |
| RDA Financial Network | 4,083 | $262.8K | 0.11% | 00.0% | Unchanged |
| HM Payson & Co | 4,092 | $263.4K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 4,093 | $263.5K | 0.04% | +561+15.9% | Added |
| Ballew Advisors, Inc | 4,254 | $263.9K | 0.22% | +5+0.1% | Added |
| Keel Point, LLC | 4,102 | $264.1K | 0.04% | −44−1.1% | Reduced |
| Ti-Trust, Inc | 4,104 | $264.2K | 0.25% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,118 | $265.1K | 0.09% | +585+16.6% | Added |
| Marcum Wealth, LLC | 4,123 | $265.4K | 0.03% | +775+23.1% | Added |
| Capstone Investment Advisors, LLC | 4,124 | $265.5K | 0.01% | +4,124 | New |
| Cooper Financial Group | 4,130 | $265.9K | 0.06% | +122+3.0% | Added |
| J. W. Coons Advisors, LLC | 4,165 | $268.1K | 0.08% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,168 | $268.3K | 0.06% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,186 | $269.5K | 0.02% | −117−2.7% | Reduced |
| Global Retirement Partners, LLC | 4,350 | $269.9K | 0.01% | +71+1.7% | Added |
| Banque Cantonale Vaudoise | 4,200 | $270.0K | 0.01% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 4,195 | $270.1K | 0.19% | −962−18.7% | Reduced |
| Brighton Jones LLC | 4,202 | $270.6K | 0.01% | +315+8.1% | Added |
| Summit X, LLC | 4,244 | $273.3K | 0.09% | −811−16.0% | Reduced |
| CRA Financial Services, LLC | 4,255 | $273.9K | 0.08% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $274.3K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $274.7K | 0.27% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 4,270 | $274.9K | 0.05% | +4,270 | New |
| Summit Financial Wealth Advisors, LLC | 4,200 | $275.1K | 0.07% | −1,950−31.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,285 | $275.9K | 0.00% | +40+0.9% | Added |
| Nations Financial Group Inc, | 4,290 | $276.2K | 0.03% | +360+9.2% | Added |
| Smith, Moore & Co. | 4,315 | $277.8K | 0.04% | +20.0% | Added |
| Capital Advisors Inc | 4,320 | $278.2K | 0.01% | −396−8.4% | Reduced |
| Tucker Asset Management LLC | 4,326 | $278.5K | 0.07% | +554+14.7% | Added |
| Financial Management Professionals, Inc. | 4,339 | $279.0K | 0.05% | −283−6.1% | Reduced |
| Atlas Capital Advisors LLC | 4,338 | $279.3K | 0.05% | −981−18.4% | Reduced |
| Alliance Wealth Advisors, LLC | 4,352 | $280.2K | 0.20% | +10.0% | Added |
| Indie Asset Partners, LLC | 4,365 | $281.0K | 0.28% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,372 | $281.5K | 0.03% | +353+8.8% | Added |
| Phillips Wealth Planners LLC | 4,152 | $282.8K | 0.38% | +112+2.8% | Added |
| Linscomb & Williams, Inc. | 4,404 | $283.5K | 0.02% | −140−3.1% | Reduced |
| Schroder Investment Management Group | 4,409 | $283.9K | 0.00% | −128−2.8% | Reduced |
| Strategic Financial Concepts, LLC | 4,412 | $284.1K | 0.10% | −50−1.1% | Reduced |
| Flputnam Investment Management Co | 4,446 | $286.2K | 0.01% | −248−5.3% | Reduced |
| Advisor OS, LLC | 4,450 | $286.5K | 0.04% | +176+4.1% | Added |
| Penobscot Investment Management Company, Inc. | 4,459 | $287.1K | 0.04% | +4,459 | New |
| Washington Trust Co | 4,463 | $287.3K | 0.01% | +56+1.3% | Added |
| Icon Wealth Partners, LLC | 4,474 | $288.0K | 0.03% | +810+22.1% | Added |
| Keudell/Morrison Wealth Management | 4,477 | $288.2K | 0.09% | +924+26.0% | Added |
| Aveo Capital Partners, LLC | 4,480 | $288.4K | 0.04% | +135+3.1% | Added |
| Shulman DeMeo Asset Management LLC | 4,484 | $288.7K | 0.10% | −406−8.3% | Reduced |
| Leonteq Securities AG | 4,502 | $289.8K | 0.03% | −1,000−18.2% | Reduced |
| Planned Solutions, Inc. | 4,521 | $291.1K | 0.18% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 4,529 | $291.5K | 0.04% | +36+0.8% | Added |
| Eads & Heald Wealth Management | 4,529 | $292.0K | 0.15% | −415−8.4% | Reduced |
| Carret Asset Management, LLC | 4,536 | $292.0K | 0.04% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,550 | $292.9K | 0.07% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,558 | $293.4K | 0.04% | −855−15.8% | Reduced |
| Compagnie Lombard Odier SCmA | 4,579 | $294.8K | 0.01% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,600 | $296.1K | 0.27% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,442 | $299.3K | 0.14% | +19+0.4% | Added |
| McAdam, LLC | 4,650 | $299.4K | 0.02% | +417+9.9% | Added |
| Granite Investment Partners, LLC | 4,655 | $299.7K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 4,664 | $300.3K | 0.01% | −37−0.8% | Reduced |
| BLB&B Advisors, LLC | 4,673 | $300.8K | 0.02% | +89+1.9% | Added |
| TBH Global Asset Management, LLC | 4,673 | $300.9K | 0.06% | −299−6.0% | Reduced |
| AllSquare Wealth Management LLC | 4,700 | $302.6K | 0.20% | +2,000+74.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,700 | $302.6K | 0.04% | +4,700 | New |
| Gladstone Institutional Advisory LLC | 4,749 | $305.8K | 0.02% | +1,070+29.1% | Added |
| Brave Asset Management Inc | 4,800 | $309.0K | 0.09% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,821 | $310.4K | 0.17% | 00.0% | Unchanged |
| Seven Mile Advisory | 4,833 | $311.1K | 0.33% | +345+7.7% | Added |
| Abacus Planning Group, Inc. | 4,834 | $311.2K | 0.08% | +402+9.1% | Added |
| Atlas Brown,Inc. | 4,842 | $311.7K | 0.14% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 4,902 | $315.6K | 0.28% | +4,902 | New |
| Foundations Investment Advisors, LLC | 4,920 | $316.7K | 0.01% | +1,034+26.6% | Added |
| E&G Advisors, LP | 4,950 | $318.7K | 0.12% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,958 | $319.2K | 0.03% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 4,962 | $319.5K | 0.07% | +4,962 | New |
| Lafayette Investments, Inc. | 4,972 | $320.1K | 0.09% | +125+2.6% | Added |
| Lawson Kroeker Investment Management Inc | 4,975 | $320.3K | 0.07% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,975 | $320.3K | 0.04% | +1,220+32.5% | Added |