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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 12,858 | $827.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,918 | $831.7K | 0.01% | −1,159−8.2% | Reduced |
| Crewe Advisors LLC | 13,022 | $838.4K | 0.14% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 13,082 | $842.0K | 0.05% | −354−2.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,218 | $851.0K | 0.07% | +412+3.2% | Added |
| Hancock Whitney Corp | 13,244 | $852.6K | 0.04% | +371+2.9% | Added |
| Sunbelt Securities, Inc. | 13,318 | $857.4K | 0.12% | +84+0.6% | Added |
| Central Trust Co | 13,377 | $861.2K | 0.02% | −65−0.5% | Reduced |
| Tiaa Trust, National Association | 13,481 | $867.9K | 0.00% | +13,481 | New |
| Sage Rhino Capital LLC | 13,523 | $870.6K | 0.24% | −31−0.2% | Reduced |
| Arkadios Wealth Advisors | 13,549 | $872.3K | 0.08% | +2,746+25.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,617 | $876.6K | 0.14% | +4,336+46.7% | Added |
| Marks Group Wealth Management, Inc | 13,708 | $882.5K | 0.11% | +2,794+25.6% | Added |
| Gamco Investors, Inc. Et Al | 13,767 | $886.3K | 0.01% | +863+6.7% | Added |
| Prime Capital Investment Advisors, LLC | 13,819 | $889.7K | 0.02% | +18+0.1% | Added |
| Mairs & Power Inc | 13,920 | $896.2K | 0.01% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 13,995 | $901.0K | 0.08% | −759−5.1% | Reduced |
| SYSTM Wealth Solutions LLC | 13,999 | $901.3K | 0.14% | +5,037+56.2% | Added |
| Hayek Kallen Investment Management | 14,044 | $904.0K | 0.40% | +21+0.1% | Added |
| EP Wealth Advisors, LLC | 14,096 | $907.5K | 0.01% | +7,423+111.2% | Added |
| Trust Co of Toledo NA | 14,118 | $908.9K | 0.18% | +14,118 | New |
| Ellsworth Advisors, LLC | 13,357 | $909.6K | 0.32% | +131+1.0% | Added |
| First Business Financial Services, Inc. | 14,140 | $910.3K | 0.12% | +209+1.5% | Added |
| Chesley Taft & Associates LLC | 14,240 | $916.8K | 0.06% | 00.0% | Unchanged |
| Puzo Michael J | 14,250 | $917.4K | 0.31% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 14,342 | $923.4K | 0.11% | −3,403−19.2% | Reduced |
| First National Bank of Omaha | 14,402 | $927.2K | 0.06% | −298−2.0% | Reduced |
| Clarius Group, LLC | 14,414 | $928.0K | 0.09% | −315−2.1% | Reduced |
| Summit Global Investments | 14,440 | $930.0K | 0.06% | −416−2.8% | Reduced |
| Navellier & Associates Inc | 14,450 | $930.3K | 0.16% | +310+2.2% | Added |
| American Financial Group Inc | 14,500 | $934.0K | 0.32% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 14,508 | $934.0K | 0.03% | −953−6.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,560 | $937.4K | 0.05% | +7,255+99.3% | Added |
| Dearborn Partners LLC | 14,608 | $940.5K | 0.04% | −2,331−13.8% | Reduced |
| Banco de Sabadell, S.A | 14,649 | $941.0K | 0.82% | −529−3.5% | Reduced |
| Confluence Investment Management LLC | 14,670 | $944.5K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 14,697 | $946.2K | 0.21% | +4,307+41.5% | Added |
| Cyndeo Wealth Partners, LLC | 14,710 | $947.0K | 0.10% | +27+0.2% | Added |
| Beck Mack & Oliver LLC | 14,757 | $950.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 14,978 | $964.3K | 0.16% | +7,179+92.1% | Added |
| Penserra Capital Management LLC | 15,120 | $973.0K | 0.02% | +7,440+96.9% | Added |
| Capital Wealth Planning, LLC | 15,120 | $973.4K | 0.01% | +7,440+96.9% | Added |
| Wealth Alliance | 15,280 | $983.7K | 0.16% | −402−2.6% | Reduced |
| Perpetual Ltd | 15,294 | $984.6K | 0.01% | −10,118,681−99.8% | Reduced |
| Pittenger & Anderson Inc | 15,415 | $992.4K | 0.05% | +15,415 | New |
| Absher Wealth Management, LLC | 15,423 | $993.0K | 0.17% | −1,377−8.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $996.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 15,769 | $999.1K | 0.36% | +1,936+14.0% | Added |
| Intrua Financial, LLC | 15,594 | $1.00M | 0.18% | −868−5.3% | Reduced |
| HBK Sorce Advisory LLC | 15,740 | $1.01M | 0.04% | +295+1.9% | Added |
| Verdence Capital Advisors LLC | 15,775 | $1.02M | 0.11% | +6,923+78.2% | Added |
| Arete Wealth Advisors, LLC | 15,782 | $1.02M | 0.18% | +5,023+46.7% | Added |
| Swiss Life Asset Management Ltd | 15,784 | $1.02M | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 15,924 | $1.03M | 0.29% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 16,000 | $1.03M | 0.01% | +16,000 | New |
| Pettyjohn, Wood & White, Inc | 16,067 | $1.03M | 0.24% | +677+4.4% | Added |
| Busey Wealth Management | 16,180 | $1.04M | 0.04% | −1,026−6.0% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $1.04M | 0.19% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 16,242 | $1.05M | 0.13% | +1,770+12.2% | Added |
| Radnor Capital Management, LLC | 16,353 | $1.05M | 0.21% | +16,353 | New |
| Koshinski Asset Management, Inc. | 16,389 | $1.06M | 0.12% | −895−5.2% | Reduced |
| Ingalls & Snyder LLC | 16,404 | $1.06M | 0.05% | −48−0.3% | Reduced |
| Osborne Partners Capital Management, LLC | 16,417 | $1.06M | 0.08% | +169+1.0% | Added |
| Next Level Private LLC | 16,699 | $1.06M | 0.70% | +26+0.2% | Added |
| Donoghue Forlines LLC | 16,494 | $1.06M | 0.38% | +2,144+14.9% | Added |
| Wealthspire Advisors, LLC | 16,527 | $1.06M | 0.02% | +1,750+11.8% | Added |
| Clifford Swan Investment Counsel LLC | 16,557 | $1.07M | 0.04% | 00.0% | Unchanged |
| apricus wealth, LLC | 15,880 | $1.07M | 0.94% | +4,400+38.3% | Added |
| Parallel Advisors, LLC | 16,740 | $1.08M | 0.04% | +661+4.1% | Added |
| Traynor Capital Management, Inc. | 16,765 | $1.08M | 0.14% | −540−3.1% | Reduced |
| Royal Fund Management, LLC | 16,935 | $1.09M | 0.16% | +16,935 | New |
| Americana Partners, LLC | 16,942 | $1.09M | 0.12% | +340+2.0% | Added |
| Greystone Financial Group, LLC | 16,955 | $1.09M | 0.27% | −555−3.2% | Reduced |
| Clearstead Advisors, LLC | 16,987 | $1.09M | 0.07% | +2,042+13.7% | Added |
| Lee Danner & Bass Inc | 17,045 | $1.10M | 0.10% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 17,167 | $1.11M | 0.08% | −25,398−59.7% | Reduced |
| Vise Technologies, Inc. | 17,476 | $1.13M | 0.28% | −1,067−5.8% | Reduced |
| Guggenheim Capital LLC | 17,496 | $1.13M | 0.01% | +3,896+28.6% | Added |
| Nicholas Hoffman & Company, LLC. | 17,520 | $1.13M | 0.08% | −100−0.6% | Reduced |
| Rodgers Brothers Inc. | 17,675 | $1.14M | 0.19% | +4,150+30.7% | Added |
| Glenview Trust Co | 17,789 | $1.15M | 0.03% | +23+0.1% | Added |
| Bogart Wealth, LLC | 17,793 | $1.15M | 0.07% | −47−0.3% | Reduced |
| Coppell Advisory Solutions LLC | 20,206 | $1.15M | 0.41% | −4,262−17.4% | Reduced |
| Greenleaf Trust | 17,876 | $1.15M | 0.01% | −257−1.4% | Reduced |
| BTC Capital Management, Inc. | 17,986 | $1.16M | 0.13% | +906+5.3% | Added |
| WNY Asset Management, LLC | 18,169 | $1.17M | 0.23% | +623+3.6% | Added |
| IFP Advisors, Inc | 18,268 | $1.18M | 0.05% | +993+5.7% | Added |
| Miracle Mile Advisors, LLC | 18,300 | $1.18M | 0.04% | −586−3.1% | Reduced |
| Auxier Asset Management | 18,381 | $1.18M | 0.20% | −50−0.3% | Reduced |
| Shufro Rose & Co LLC | 18,450 | $1.19M | 0.11% | −1,000−5.1% | Reduced |
| Mission Wealth Management, LP | 18,463 | $1.19M | 0.04% | +3,068+19.9% | Added |
| Solstein Capital, LLC | 18,577 | $1.20M | 1.03% | 00.0% | Unchanged |
| West Family Investments, Inc. | 18,791 | $1.21M | 0.42% | 00.0% | Unchanged |
| SCP Investment, LP | 18,800 | $1.21M | 0.92% | +14,200+308.7% | Added |
| Wedbush Securities Inc | 18,894 | $1.22M | 0.06% | +395+2.1% | Added |
| Sigma Planning Corp | 18,889 | $1.22M | 0.05% | +1,667+9.7% | Added |
| Meridian Wealth Management, LLC | 18,938 | $1.22M | 0.07% | +8,966+89.9% | Added |
| Whittier Trust Co of Nevada Inc | 19,029 | $1.23M | 0.04% | −67−0.4% | Reduced |
| Independent Advisor Alliance | 19,250 | $1.24M | 0.06% | +87+0.5% | Added |
| Cutler Group LP | 19,280 | $1.24M | 0.20% | +18,299+1,865.3% | Added |