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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 9,042 | $582.1K | 0.13% | +328+3.8% | Added |
| Intrust Bank NA | 9,069 | $583.9K | 0.07% | +154+1.7% | Added |
| Resurgent Financial Advisors LLC | 9,127 | $587.6K | 0.40% | +112+1.2% | Added |
| Wrapmanager Inc | 9,140 | $588.4K | 0.19% | −231−2.5% | Reduced |
| North Star Investment Management Corp. | 9,150 | $589.1K | 0.05% | −650−6.6% | Reduced |
| First Wilshire Securities Management Inc | 9,174 | $591.0K | 0.20% | 00.0% | Unchanged |
| Private Trust Co NA | 9,184 | $591.3K | 0.08% | −308−3.2% | Reduced |
| Spire Wealth Management | 9,194 | $591.9K | 0.02% | +2,317+33.7% | Added |
| Coldstream Capital Management Inc | 9,274 | $597.1K | 0.02% | +2,121+29.7% | Added |
| Templeton & Phillips Capital Management, LLC | 9,430 | $607.1K | 0.64% | +9,430 | New |
| MSH Capital Advisors LLC | 9,455 | $608.7K | 0.24% | +446+5.0% | Added |
| Elevated Capital Advisors, LLC | 9,459 | $609.0K | 0.21% | +200+2.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $612.6K | 0.44% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $612.6K | 0.18% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $613.3K | 0.00% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,528 | $613.4K | 0.19% | −200−2.1% | Reduced |
| Fruth Investment Management | 9,548 | $614.0K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 9,555 | $615.1K | 0.02% | −60−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,587 | $617.2K | 0.10% | −988−9.3% | Reduced |
| Clarus Group, Inc. | 9,655 | $621.6K | 0.45% | +209+2.2% | Added |
| Pictet Bank & Trust Ltd | 9,670 | $622.6K | 0.67% | 00.0% | Unchanged |
| W Advisors, LLC | 9,764 | $628.6K | 0.52% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,769 | $628.9K | 0.21% | −117−1.2% | Reduced |
| Schulhoff & Co Inc | 9,837 | $633.3K | 0.32% | +20+0.2% | Added |
| Trust Co of Vermont | 9,904 | $637.6K | 0.04% | −835−7.8% | Reduced |
| Northwest Capital Management Inc | 10,000 | $643.8K | 0.25% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,052 | $647.1K | 0.13% | +102+1.0% | Added |
| John G Ullman & Associates Inc | 10,100 | $650.2K | 0.11% | 00.0% | Unchanged |
| Penbrook Management LLC | 10,100 | $650.2K | 0.48% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,143 | $653.0K | 0.05% | +956+10.4% | Added |
| Eagle Rock Investment Company, LLC | 10,150 | $653.5K | 0.15% | 00.0% | Unchanged |
| Smithfield Trust Co | 10,204 | $657.0K | 0.04% | +438+4.5% | Added |
| Welch & Forbes LLC | 10,222 | $658.1K | 0.01% | +187+1.9% | Added |
| Gradient Investments LLC | 10,226 | $658.3K | 0.02% | +577+6.0% | Added |
| Empower Advisory Group, LLC | 10,267 | $661.0K | 0.00% | +2,080+25.4% | Added |
| Ameritas Advisory Services, LLC | 9,689 | $663.6K | 0.03% | −1,647−14.5% | Reduced |
| Circle Wealth Management, LLC | 10,310 | $663.8K | 0.02% | +2,247+27.9% | Added |
| 9258 Wealth Management, LLC | 10,372 | $667.8K | 0.13% | −68−0.7% | Reduced |
| Retirement Planning Co of New England, Inc. | 10,379 | $668.2K | 0.37% | −2,339−18.4% | Reduced |
| Bradley Foster & Sargent Inc | 11,129 | $672.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 10,455 | $673.1K | 0.04% | +304+3.0% | Added |
| Syon Capital LLC | 10,543 | $678.8K | 0.08% | +10,543 | New |
| Principal Street Partners, LLC | 10,562 | $680.0K | 0.13% | +5,281+100.0% | Added |
| Forefront Wealth Management Inc. | 10,636 | $684.7K | 0.96% | +6+0.1% | Added |
| Bank of Hawaii | 10,712 | $689.6K | 0.04% | −4,333−28.8% | Reduced |
| Great Diamond Partners, LLC | 10,749 | $692.0K | 0.19% | +464+4.5% | Added |
| Glen Eagle Advisors, LLC | 10,774 | $693.6K | 0.16% | +686+6.8% | Added |
| WESPAC Advisors, LLC | 10,801 | $695.4K | 0.52% | +10,801 | New |
| Schnieders Capital Management LLC | 10,810 | $695.9K | 0.16% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,819 | $697.1K | 0.01% | +4,938+84.0% | Added |
| Kovack Advisors, Inc. | 10,882 | $700.6K | 0.10% | −647−5.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,919 | $703.0K | 0.00% | +111+1.0% | Added |
| Evoke Wealth, LLC | 10,953 | $705.2K | 0.02% | +132+1.2% | Added |
| Ironsides Asset Advisors, LLC | 11,002 | $708.3K | 0.32% | 00.0% | Unchanged |
| PFG Investments, LLC | 11,019 | $709.4K | 0.13% | +618+5.9% | Added |
| NBC Securities, Inc. | 11,035 | $710.0K | 0.08% | +11,035 | New |
| Moneta Group Investment Advisors LLC | 11,108 | $715.1K | 0.02% | −690−5.8% | Reduced |
| Investors Research Corp | 11,157 | $718.3K | 0.19% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 11,167 | $718.9K | 0.05% | −970−8.0% | Reduced |
| Archetype Wealth Partners | 11,200 | $721.0K | 0.15% | −69−0.6% | Reduced |
| Eagle Asset Management Inc | 11,221 | $722.4K | 0.00% | −319−2.8% | Reduced |
| Kozak & Associates, Inc. | 11,203 | $722.9K | 0.26% | +202+1.8% | Added |
| Flagship Harbor Advisors, LLC | 11,243 | $723.8K | 0.06% | +34+0.3% | Added |
| Henry James International Management, Inc. | 11,272 | $725.7K | 0.31% | 00.0% | Unchanged |
| DFPG Investments, LLC | 11,248 | $729.0K | 0.07% | −120−1.1% | Reduced |
| Brookstone Capital Management | 10,743 | $731.6K | 0.02% | +6,455+150.5% | Added |
| Proequities, Inc. | 11,423 | $735.4K | 0.06% | −296−2.5% | Reduced |
| Apollon Wealth Management, LLC | 11,451 | $737.2K | 0.04% | +728+6.8% | Added |
| Lincoln National Corp | 11,541 | $743.0K | 0.01% | +3,641+46.1% | Added |
| Birmingham Capital Management Co Inc | 11,605 | $747.1K | 0.31% | −125−1.1% | Reduced |
| Crawford Investment Counsel Inc | 11,690 | $752.6K | 0.02% | +720+6.6% | Added |
| Wade G W & Inc | 11,712 | $754.0K | 0.03% | −502−4.1% | Reduced |
| First Horizon Advisors, Inc. | 11,733 | $755.4K | 0.03% | +525+4.7% | Added |
| Capital Investment Advisors, LLC | 11,780 | $758.4K | 0.02% | −183−1.5% | Reduced |
| Profund Advisors LLC | 11,794 | $759.3K | 0.04% | −697−5.6% | Reduced |
| Legacy Financial Advisors, Inc. | 11,800 | $759.7K | 0.15% | +1,110+10.4% | Added |
| Pacific Global Investment Management CO | 11,937 | $768.5K | 0.17% | +50.0% | Added |
| CAPROCK Group, Inc. | 11,941 | $768.8K | 0.06% | +333+2.9% | Added |
| Lido Advisors, LLC | 11,948 | $769.2K | 0.01% | −899−7.0% | Reduced |
| Mutual Advisors, LLC | 12,108 | $779.5K | 0.03% | +1,294+12.0% | Added |
| Bessemer Group Inc | 12,112 | $780.0K | 0.00% | −1,725−12.5% | Reduced |
| First Manhattan Co | 12,142 | $781.7K | 0.00% | −365−2.9% | Reduced |
| Aull & Monroe Investment Management Corp | 12,149 | $782.2K | 0.41% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,240 | $788.0K | 0.12% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 12,248 | $788.6K | 0.02% | 00.0% | Unchanged |
| Balentine LLC | 12,256 | $789.1K | 0.03% | −41−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 12,271 | $790.0K | 0.89% | +60+0.5% | Added |
| GFG Capital, LLC | 12,284 | $790.8K | 0.26% | 00.0% | Unchanged |
| ETF Store, Inc. | 11,588 | $793.6K | 0.57% | +64+0.6% | Added |
| Dynamic Advisor Solutions LLC | 12,401 | $798.4K | 0.04% | +5,345+75.8% | Added |
| Farmers & Merchants Investments Inc | 12,420 | $799.6K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 12,498 | $804.6K | 0.01% | +1,990+18.9% | Added |
| Shoker Investment Counsel, Inc. | 12,564 | $808.9K | 0.35% | −1,281−9.3% | Reduced |
| Wealthcare Advisory Partners LLC | 12,600 | $811.1K | 0.04% | +2,162+20.7% | Added |
| DMG Group, LLC | 12,623 | $812.7K | 0.82% | +1,088+9.4% | Added |
| Segall Bryant & Hamill, LLC | 12,746 | $820.6K | 0.01% | −507−3.8% | Reduced |
| Texas Yale Capital Corp. | 12,758 | $821.4K | 0.04% | −386−2.9% | Reduced |
| True Wealth Design, LLC | 12,787 | $823.2K | 0.28% | −870−6.4% | Reduced |
| Hudson Portfolio Management LLC | 12,810 | $824.7K | 0.94% | −105−0.8% | Reduced |
| NVWM, LLC | 12,841 | $826.7K | 0.27% | −122−0.9% | Reduced |