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 |
|---|---|---|---|---|---|
| Wilbanks Smith & Thomas Asset Management LLC | 4,994 | $321.5K | 0.01% | −197−3.8% | Reduced |
| RBF Capital, LLC | 5,000 | $321.9K | 0.02% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 5,000 | $321.9K | 0.01% | +10.0% | Added |
| Key Client Fiduciary Advisors, LLC | 5,055 | $325.4K | 0.20% | +5+0.1% | Added |
| SG Americas Securities, LLC | 5,072 | $327.0K | 0.00% | −1,982−28.1% | Reduced |
| Ethic Inc. | 5,097 | $328.2K | 0.01% | +840+19.7% | Added |
| AFS Financial Group, LLC | 5,106 | $328.7K | 0.22% | 00.0% | Unchanged |
| Apeiron RIA LLC | 5,114 | $329.2K | 0.11% | +57+1.1% | Added |
| SevenBridge Financial Group, LLC | 5,134 | $330.5K | 0.09% | +88+1.7% | Added |
| Stoneridge Investment Partners LLC | 5,145 | $331.0K | 0.16% | −3,840−42.7% | Reduced |
| Beverly Hills Private Wealth, LLC | 5,228 | $336.6K | 0.10% | +1,364+35.3% | Added |
| Paragon Capital Management LLC | 5,231 | $336.8K | 0.20% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 5,236 | $337.1K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,263 | $338.8K | 0.07% | +517+10.9% | Added |
| Sawyer & Company, Inc | 5,266 | $339.0K | 0.16% | −100−1.9% | Reduced |
| Confluence Wealth Services, Inc. | 5,284 | $340.2K | 0.07% | +471+9.8% | Added |
| Greenfield Savings Bank | 5,298 | $341.1K | 0.21% | −15−0.3% | Reduced |
| Blue Chip Partners, Inc. | 5,332 | $343.3K | 0.04% | +12+0.2% | Added |
| StoneX Group Inc. | 5,339 | $343.7K | 0.04% | +5,339 | New |
| Caption Management, LLC | 5,400 | $347.7K | 0.04% | +5,400 | New |
| Parkside Financial Bank & Trust | 5,405 | $348.0K | 0.08% | +91+1.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $348.3K | 0.03% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,422 | $349.1K | 0.18% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,428 | $349.5K | 0.14% | −192−3.4% | Reduced |
| Investors Asset Management of Georgia Inc | 5,525 | $350.0K | 0.19% | −10−0.2% | Reduced |
| Outlook Wealth Advisors, LLC | 5,478 | $352.7K | 0.13% | +365+7.1% | Added |
| Wealthsource Partners, LLC | 5,484 | $353.0K | 0.02% | −686−11.1% | Reduced |
| Bill Few Associates, Inc. | 5,493 | $353.6K | 0.18% | +750+15.8% | Added |
| Crestwood Advisors Group LLC | 5,530 | $356.0K | 0.01% | +5,530 | New |
| International Assets Investment Management, LLC | 5,493 | $356.6K | 0.05% | +94+1.7% | Added |
| Berkeley Capital Partners, LLC | 5,557 | $357.8K | 0.13% | −162−2.8% | Reduced |
| Aries Wealth Management | 5,269 | $358.9K | 0.14% | −32−0.6% | Reduced |
| Levin Capital Strategies, L.P. | 5,617 | $361.6K | 0.05% | +400+7.7% | Added |
| Laidlaw Wealth Management LLC | 5,619 | $361.7K | 0.12% | −1,359−19.5% | Reduced |
| Atlantic Union Bankshares Corp | 5,637 | $362.9K | 0.04% | −81−1.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,709 | $367.5K | 0.19% | +5,709 | New |
| Beacon Capital Management, LLC | 6,155 | $371.7K | 0.10% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 5,774 | $371.7K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,775 | $371.8K | 0.11% | +175+3.1% | Added |
| KCM Investment Advisors LLC | 5,789 | $372.7K | 0.02% | −512−8.1% | Reduced |
| Stratos Wealth Advisors, LLC | 5,793 | $373.0K | 0.02% | +5,793 | New |
| Hardman Johnston Global Advisors LLC | 5,800 | $373.4K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 5,804 | $373.7K | 0.38% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 5,831 | $375.0K | 0.03% | +5,831 | New |
| Probity Advisors, Inc. | 5,835 | $375.7K | 0.09% | −157−2.6% | Reduced |
| Naples Global Advisors, LLC | 5,837 | $375.8K | 0.05% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,905 | $380.2K | 0.29% | +48+0.8% | Added |
| Ballentine Partners, LLC | 5,982 | $385.1K | 0.01% | +481+8.7% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $386.3K | 0.05% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 6,010 | $386.9K | 0.14% | +471+8.5% | Added |
| Alpha Omega Wealth Management LLC | 6,020 | $387.6K | 0.07% | −100−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 6,029 | $388.2K | 0.18% | +174+3.0% | Added |
| Hamel Associates, Inc. | 6,050 | $388.7K | 0.14% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6,043 | $389.0K | 0.22% | −41−0.7% | Reduced |
| Retirement Investment Advisors, Inc. | 6,048 | $389.4K | 0.04% | +2,510+70.9% | Added |
| Wealthstream Advisors, Inc. | 6,068 | $390.7K | 0.20% | +6,068 | New |
| Eagle Harbor Asset Management Inc | 6,071 | $390.9K | 0.51% | −387−6.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,937 | $394.7K | 0.28% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 6,175 | $397.5K | 0.18% | −100−1.6% | Reduced |
| Financial Advisory Service, Inc. | 6,179 | $397.8K | 0.04% | +168+2.8% | Added |
| Farmers Trust Co | 6,210 | $399.8K | 0.09% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,212 | $399.9K | 0.02% | −148−2.3% | Reduced |
| Berkshire Asset Management LLC | 6,225 | $400.8K | 0.02% | −893−12.5% | Reduced |
| Cubic Asset Management, LLC | 6,230 | $401.1K | 0.11% | −517−7.7% | Reduced |
| Principle Wealth Partners LLC | 6,234 | $401.3K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,234 | $401.3K | 0.03% | +836+15.5% | Added |
| Baron Wealth Management LLC | 6,235 | $401.4K | 0.26% | +694+12.5% | Added |
| Advisors Capital Management, LLC | 6,248 | $402.0K | 0.01% | +413+7.1% | Added |
| Sittner & Nelson, LLC | 6,276 | $404.1K | 0.23% | −998−13.7% | Reduced |
| Independence Bank of Kentucky | 6,283 | $404.5K | 0.17% | +80+1.3% | Added |
| Gagnon Securities LLC | 6,294 | $405.2K | 0.10% | −100−1.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,363 | $409.7K | 0.11% | +6,363 | New |
| Hanson & Doremus Investment Management | 6,386 | $411.0K | 0.08% | −70−1.1% | Reduced |
| Rehmann Capital Advisory Group | 6,386 | $411.1K | 0.04% | +574+9.9% | Added |
| Matthew Goff Investment Advisor, LLC | 6,433 | $414.2K | 0.10% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $415.0K | 0.27% | 00.0% | Unchanged |
| Insight 2811, Inc. | 6,455 | $415.6K | 0.24% | −200−3.0% | Reduced |
| Sage Mountain Advisors LLC | 6,457 | $415.7K | 0.06% | +110+1.7% | Added |
| New Republic Capital, LLC | 6,468 | $416.3K | 0.34% | −331−4.9% | Reduced |
| Sonora Investment Management Group, LLC | 6,467 | $416.3K | 0.04% | +221+3.5% | Added |
| Eudaimonia Partners, LLC | 6,468 | $416.4K | 0.10% | −248−3.7% | Reduced |
| Anchor Investment Management, LLC | 6,482 | $417.3K | 0.05% | −126−1.9% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $418.5K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $418.5K | 0.08% | 00.0% | Unchanged |
| Ledyard National Bank | 6,503 | $418.7K | 0.05% | −215−3.2% | Reduced |
| First National Trust Co | 6,526 | $420.1K | 0.02% | −66−1.0% | Reduced |
| Chemistry Wealth Management LLC | 6,527 | $420.2K | 0.14% | +2,572+65.0% | Added |
| Avestar Capital, LLC | 6,534 | $420.7K | 0.06% | −247−3.6% | Reduced |
| Tiedemann Advisors, LLC | 6,539 | $421.0K | 0.02% | +921+16.4% | Added |
| TCTC Holdings, LLC | 6,574 | $423.2K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,633 | $427.0K | 0.03% | +14+0.2% | Added |
| Lloyd Advisory Services, LLC. | 6,665 | $429.1K | 0.14% | +6,665 | New |
| Norden Group LLC | 6,665 | $429.1K | 0.14% | +6,665 | New |
| Westmount Partners, LLC | 6,673 | $429.6K | 0.19% | +81+1.2% | Added |
| Element Wealth, LLC | 6,697 | $431.2K | 0.31% | +30.0% | Added |
| IHT Wealth Management, LLC | 6,725 | $432.9K | 0.02% | +1,873+38.6% | Added |
| Apexium Financial, LP | 6,736 | $433.7K | 0.04% | 00.0% | Unchanged |
| Headinvest, LLC | 6,852 | $434.1K | 0.09% | 00.0% | Unchanged |
| Transform Wealth, LLC | 6,745 | $434.3K | 0.05% | −959−12.4% | Reduced |
| Avant Capital LLC | 6,748 | $434.4K | 0.50% | −146−2.1% | Reduced |