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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 6,605 | $435.0K | 0.00% | +621+10.4% | Added |
| LMCG Investments, LLC | 6,800 | $437.8K | 0.03% | −20.0% | Reduced |
| Steel Peak Wealth Management LLC | 6,802 | $437.9K | 0.03% | −5,300−43.8% | Reduced |
| Ropes Wealth Advisors LLC | 6,805 | $438.1K | 0.09% | −118−1.7% | Reduced |
| Syntal Capital Partners, LLC | 6,826 | $439.5K | 0.34% | −420−5.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,838 | $440.2K | 0.20% | +70+1.0% | Added |
| InTrack Investment Management Inc | 6,846 | $440.7K | 0.39% | +16+0.2% | Added |
| Wedmont Private Capital | 6,671 | $441.1K | 0.04% | +1,428+27.2% | Added |
| Bank Hapoalim BM | 6,868 | $442.0K | 0.07% | +775+12.7% | Added |
| Gyroscope Capital Management Group, LLC | 6,882 | $443.1K | 0.10% | +55+0.8% | Added |
| Federation des caisses Desjardins du Quebec | 6,884 | $443.2K | 0.00% | −4,318−38.5% | Reduced |
| Jacobi Capital Management LLC | 6,897 | $444.0K | 0.05% | −306−4.2% | Reduced |
| Credit Agricole S A | 6,900 | $444.2K | 0.01% | +3,000+76.9% | Added |
| Moody National Bank Trust Division | 6,906 | $444.6K | 0.03% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,923 | $445.7K | 0.01% | +827+13.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,937 | $446.6K | 0.04% | −1,313−15.9% | Reduced |
| Rossmore Private Capital | 6,942 | $446.9K | 0.07% | −91−1.3% | Reduced |
| First Foundation Advisors | 6,947 | $447.3K | 0.02% | +207+3.1% | Added |
| Cambridge Trust Co | 6,950 | $447.4K | 0.02% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 6,976 | $449.1K | 0.20% | −562−7.5% | Reduced |
| Baxter Bros Inc | 6,995 | $450.3K | 0.07% | −100−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,995 | $450.3K | 0.00% | +951+15.7% | Added |
| Rothschild Investment Corp | 7,015 | $452.0K | 0.04% | +216+3.2% | Added |
| StrongBox Wealth, LLC | 7,024 | $452.2K | 0.29% | +134+1.9% | Added |
| Summit Financial Group Inc | 7,025 | $452.3K | 0.19% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 7,093 | $457.0K | 0.01% | −1,000−12.4% | Reduced |
| Lindbrook Capital, LLC | 7,100 | $457.1K | 0.05% | +1,305+22.5% | Added |
| RMB Capital Management, LLC | 7,113 | $457.9K | 0.02% | +12+0.2% | Added |
| Harbour Capital Advisors, LLC | 7,182 | $462.4K | 0.14% | +432+6.4% | Added |
| Ausdal Financial Partners, Inc. | 7,193 | $463.1K | 0.06% | −30−0.4% | Reduced |
| Northeast Financial Consultants Inc | 7,250 | $466.8K | 0.03% | 00.0% | Unchanged |
| Courier Capital LLC | 7,258 | $467.3K | 0.04% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 7,261 | $467.5K | 0.41% | −525−6.7% | Reduced |
| Retirement Guys Formula LLC | 7,988 | $468.7K | 0.33% | −10,117−55.9% | Reduced |
| West Oak Capital, LLC | 7,305 | $470.0K | 0.23% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,330 | $471.9K | 0.06% | +63+0.9% | Added |
| Coulter & Justus Financial Services, LLC | 7,423 | $477.9K | 0.35% | −4,100−35.6% | Reduced |
| StrategIQ Financial Group, LLC | 7,425 | $478.0K | 0.06% | +20+0.3% | Added |
| Cozad Asset Management Inc | 7,455 | $480.0K | 0.06% | +187+2.6% | Added |
| Drive Wealth Management, LLC | 7,470 | $480.9K | 0.18% | +215+3.0% | Added |
| Change Path, LLC | 7,491 | $482.0K | 0.03% | −1,539−17.0% | Reduced |
| Atom Investors LP | 7,493 | $482.4K | 0.11% | +7,493 | New |
| Alliance Wealth Advisors, LLC | 7,495 | $482.6K | 0.18% | −694−8.5% | Reduced |
| Stonegate Investment Group, LLC | 7,520 | $484.1K | 0.02% | −39−0.5% | Reduced |
| RSM US Wealth Management LLC | 7,541 | $485.5K | 0.02% | +786+11.6% | Added |
| Choate Investment Advisors | 7,542 | $485.6K | 0.02% | +7,542 | New |
| Sentry LLC | 7,560 | $486.7K | 0.10% | −609−7.5% | Reduced |
| Grimes & Company, Inc. | 7,604 | $489.6K | 0.02% | +12+0.2% | Added |
| Equitable Holdings, Inc. | 7,661 | $493.2K | 0.01% | +246+3.3% | Added |
| Gables Capital Management Inc. | 7,740 | $498.3K | 0.35% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,758 | $499.5K | 0.09% | +4+0.1% | Added |
| Westwood Holdings Group Inc. | 7,770 | $500.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,772 | $500.4K | 0.03% | −139−1.8% | Reduced |
| NBT Bank N A | 7,850 | $505.4K | 0.05% | −2,000−20.3% | Reduced |
| Alhambra Investment Partners LLC | 7,891 | $508.0K | 0.33% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 7,920 | $509.9K | 0.04% | −110−1.4% | Reduced |
| Venture Visionary Partners LLC | 7,922 | $510.0K | 0.03% | +1,729+27.9% | Added |
| Ellerson Group Inc | 7,951 | $511.9K | 0.48% | +980+14.1% | Added |
| Northeast Investment Management | 7,953 | $512.0K | 0.03% | +325+4.3% | Added |
| Transcend Wealth Collective, LLC | 7,981 | $513.8K | 0.05% | +3,242+68.4% | Added |
| Wallace Advisory Group, LLC | 8,516 | $514.2K | 0.37% | +263+3.2% | Added |
| Covenant Partners, LLC | 8,005 | $515.4K | 0.19% | +8,005 | New |
| Legacy Wealth Asset Management, LLC | 8,010 | $515.7K | 0.19% | +130+1.6% | Added |
| Ignite Planners, LLC | 8,235 | $516.0K | 0.16% | +20+0.2% | Added |
| Argent Trust Co | 8,077 | $520.0K | 0.03% | −142−1.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,078 | $520.0K | 0.17% | +8,078 | New |
| PDS Planning, Inc | 8,078 | $520.1K | 0.07% | +304+3.9% | Added |
| WSFS Capital Management, LLC | 8,100 | $521.5K | 0.03% | +8,100 | New |
| Nwam LLC | 8,131 | $523.5K | 0.05% | −2,846−25.9% | Reduced |
| Bartlett & Co. LLC | 8,171 | $526.0K | 0.01% | −728−8.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,171 | $526.1K | 0.01% | −728−8.2% | Reduced |
| Gryphon Financial Partners LLC | 8,173 | $526.2K | 0.13% | −1,018−11.1% | Reduced |
| Zions Bancorporation, N.A. | 8,174 | $526.2K | 0.05% | +4,179+104.6% | Added |
| CWA Asset Management Group, LLC | 8,192 | $527.4K | 0.04% | −55−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,205 | $528.2K | 0.19% | −250−3.0% | Reduced |
| Allworth Financial LP | 8,231 | $529.9K | 0.00% | +684+9.1% | Added |
| Gallacher Capital Management LLC | 8,243 | $530.7K | 0.33% | +362+4.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,291 | $534.0K | 0.02% | −389−4.5% | Reduced |
| Simon Quick Advisors, LLC | 8,356 | $538.0K | 0.05% | +643+8.3% | Added |
| Philadelphia Trust Co | 8,350 | $538.0K | 0.06% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,392 | $540.3K | 0.01% | −699−7.7% | Reduced |
| Albert D Mason Inc | 8,459 | $545.0K | 0.39% | −248−2.8% | Reduced |
| Boston Family Office LLC | 8,580 | $552.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,585 | $552.7K | 0.18% | −408−4.5% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $554.5K | 0.24% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 8,617 | $554.8K | 0.07% | +497+6.1% | Added |
| Romano Brothers and Company | 8,703 | $560.3K | 0.09% | −526−5.7% | Reduced |
| Qtron Investments LLC | 8,798 | $566.4K | 0.11% | 00.0% | Unchanged |
| Saturna Capital CORP | 8,799 | $566.5K | 0.01% | −500−5.4% | Reduced |
| Select Asset Management & Trust | 8,824 | $568.0K | 0.33% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,825 | $568.2K | 0.06% | −3,000−25.4% | Reduced |
| Karpas Strategies, LLC | 8,852 | $569.9K | 0.21% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9,430 | $570.0K | 0.01% | +2,810+42.4% | Added |
| Seed Wealth Management, Inc. | 8,865 | $570.7K | 0.64% | −170−1.9% | Reduced |
| Plancorp, LLC | 8,910 | $573.7K | 0.03% | +23+0.3% | Added |
| Fulton Bank, N.A. | 8,932 | $575.0K | 0.03% | +3,419+62.0% | Added |
| Estabrook Capital Management | 8,935 | $575.2K | 0.10% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,123 | $578.0K | 0.20% | +91+1.0% | Added |
| Private Capital Management, LLC | 9,024 | $581.0K | 0.07% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 9,029 | $581.3K | 0.10% | +250+2.8% | Added |