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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 19,332 | $1.24M | 0.00% | −2,792−12.6% | Reduced |
| SOL Capital Management CO | 19,453 | $1.25M | 0.19% | −1,175−5.7% | Reduced |
| Ieq Capital, LLC | 19,564 | $1.26M | 0.03% | +1,417+7.8% | Added |
| Israel Discount Bank of New York | 19,585 | $1.26M | 1.05% | 00.0% | Unchanged |
| Whittier Trust Co | 19,586 | $1.26M | 0.02% | +935+5.0% | Added |
| Hunter Associates Investment Management LLC | 19,817 | $1.27M | 0.26% | −2,400−10.8% | Reduced |
| WealthTrust Axiom LLC | 19,794 | $1.27M | 0.46% | +40.0% | Added |
| Beese Fulmer Investment Management, Inc. | 19,994 | $1.29M | 0.15% | −400−2.0% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.29M | 0.18% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 20,008 | $1.29M | 0.08% | −5,777−22.4% | Reduced |
| Red Spruce Capital, LLC | 20,073 | $1.29M | 0.73% | +460+2.3% | Added |
| SAL Trading, LLC | 20,122 | $1.30M | 4.51% | +20,122 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,904 | $1.30M | 0.01% | −3,484−15.6% | Reduced |
| HAP Trading, LLC | 20,143 | $1.30M | 0.32% | +20,143 | New |
| Wellington Shields Capital Management, LLC | 20,325 | $1.31M | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 20,358 | $1.31M | 0.02% | −68−0.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 20,731 | $1.33M | 0.01% | +10,839+109.6% | Added |
| Excalibur Management Corp | 20,781 | $1.34M | 0.70% | +42+0.2% | Added |
| Herold Advisors, Inc. | 20,820 | $1.34M | 0.41% | −790−3.7% | Reduced |
| Atlas Private Wealth Management | 20,960 | $1.35M | 0.72% | −80.0% | Reduced |
| Checchi Capital Advisers, LLC | 21,020 | $1.35M | 0.13% | +1,103+5.5% | Added |
| GM Advisory Group, Inc. | 21,325 | $1.37M | 0.11% | −2,030−8.7% | Reduced |
| Crescent Sterling, Ltd. | 21,358 | $1.38M | 1.45% | −255−1.2% | Reduced |
| Coronation Fund Managers Ltd. | 21,395 | $1.38M | 0.04% | +5,349+33.3% | Added |
| Johnson Investment Counsel Inc | 21,583 | $1.39M | 0.02% | −1,068−4.7% | Reduced |
| Cutter & CO Brokerage, Inc. | 21,845 | $1.41M | 0.41% | −1,196−5.2% | Reduced |
| Altman Advisors, Inc. | 22,055 | $1.42M | 0.89% | +22,055 | New |
| Avidian Wealth Solutions, LLC | 22,140 | $1.43M | 0.10% | −4,255−16.1% | Reduced |
| Stock Yards Bank & Trust Co | 22,314 | $1.44M | 0.06% | −3,025−11.9% | Reduced |
| McKinley Capital Management LLC /Delaware | 22,324 | $1.44M | 0.20% | +366+1.7% | Added |
| Stratos Wealth Partners, LTD. | 22,362 | $1.44M | 0.03% | +5,573+33.2% | Added |
| Kelly Lawrence W & Associates Inc | 22,423 | $1.44M | 0.39% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 22,481 | $1.45M | 0.12% | +8,901+65.5% | Added |
| Ipswich Investment Management Co., Inc. | 22,657 | $1.46M | 0.40% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 22,758 | $1.47M | 0.09% | +4,388+23.9% | Added |
| HSBC Holdings PLC | 22,995 | $1.48M | 0.00% | +1,976+9.4% | Added |
| King Luther Capital Management Corp | 23,050 | $1.48M | 0.01% | +3,574+18.4% | Added |
| Chilton Capital Management LLC | 23,171 | $1.49M | 0.08% | +465+2.0% | Added |
| Howland Capital Management LLC | 23,400 | $1.51M | 0.09% | −175−0.7% | Reduced |
| Lowe Brockenbrough & Co Inc | 23,488 | $1.51M | 0.12% | −3,445−12.8% | Reduced |
| Wesbanco Bank Inc | 23,673 | $1.52M | 0.07% | −390−1.6% | Reduced |
| HRT Financial LP | 23,723 | $1.53M | 0.02% | +23,723 | New |
| Hantz Financial Services, Inc. | 23,736 | $1.53M | 0.04% | +1,297+5.8% | Added |
| Vident Advisory, LLC | 23,877 | $1.54M | 0.05% | +23,877 | New |
| Barry Investment Advisors, LLC | 23,899 | $1.54M | 0.55% | −159−0.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 23,953 | $1.54M | 1.16% | +50.0% | Added |
| Old National Bancorp | 23,979 | $1.54M | 0.04% | +796+3.4% | Added |
| Graham Capital Management, L.P. | 24,127 | $1.55M | 0.05% | +24,127 | New |
| Howe & Rusling Inc | 24,132 | $1.55M | 0.18% | −262−1.1% | Reduced |
| HF Advisory Group, LLC | 24,248 | $1.56M | 1.16% | +1,671+7.4% | Added |
| Grace & White Inc | 24,816 | $1.60M | 0.30% | 00.0% | Unchanged |
| Systrade AG | 25,000 | $1.61M | 1.39% | 00.0% | Unchanged |
| Community Bank of Raymore | 25,400 | $1.64M | 0.76% | −1,000−3.8% | Reduced |
| Regatta Capital Group, LLC | 25,575 | $1.65M | 0.52% | −968−3.6% | Reduced |
| Harbour Investment Management LLC | 25,655 | $1.65M | 0.94% | +102+0.4% | Added |
| Cohen Capital Management, Inc. | 25,700 | $1.65M | 0.34% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 25,908 | $1.67M | 0.29% | +25,908 | New |
| Park National Corp | 26,052 | $1.68M | 0.08% | +1,276+5.2% | Added |
| Two Sigma Investments, LP | 26,058 | $1.68M | 0.00% | +58+0.2% | Added |
| Forum Financial Management, LP | 26,338 | $1.70M | 0.04% | +70.0% | Added |
| State Street Corp | 26,495 | $1.71M | 0.00% | +165+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 26,585 | $1.71M | 0.83% | +24+0.1% | Added |
| Cowa, LLC | 26,599 | $1.71M | 1.16% | −274−1.0% | Reduced |
| NewEdge Wealth, LLC | 26,783 | $1.72M | 0.05% | −1,394−4.9% | Reduced |
| Sendero Wealth Management, LLC | 26,797 | $1.73M | 0.37% | +4,882+22.3% | Added |
| Chelsea Counsel Co | 26,912 | $1.73M | 0.89% | 00.0% | Unchanged |
| Rhumbline Advisers | 27,123 | $1.75M | 0.00% | +385+1.4% | Added |
| Tandem Capital Management Corp | 27,246 | $1.75M | 1.20% | −207−0.8% | Reduced |
| Altshuler Shaham Ltd | 27,486 | $1.77M | 0.05% | +20,847+314.0% | Added |
| Iams Wealth Management, LLC | 27,503 | $1.77M | 1.23% | +27,503 | New |
| Highland Capital Management, LLC | 27,504 | $1.77M | 0.12% | +400+1.5% | Added |
| Perigon Wealth Management, LLC | 27,524 | $1.77M | 0.07% | −85−0.3% | Reduced |
| Meitav Dash Investments Ltd | 27,724 | $1.78M | 0.03% | −27,724−50.0% | Reduced |
| Gotham Asset Management, LLC | 27,759 | $1.79M | 0.04% | +27,759 | New |
| Victory Capital Management Inc | 27,775 | $1.79M | 0.00% | −13,467−32.7% | Reduced |
| Roberts Wealth Advisors, LLC | 26,402 | $1.80M | 0.79% | +218+0.8% | Added |
| Pitcairn Co | 28,201 | $1.82M | 0.15% | +2,665+10.4% | Added |
| Mount Yale Investment Advisors, LLC | 28,401 | $1.83M | 0.20% | +12,374+77.2% | Added |
| Prudential Financial Inc | 28,998 | $1.87M | 0.00% | +9,615+49.6% | Added |
| Umb Bank N A | 29,698 | $1.91M | 0.03% | +411+1.4% | Added |
| Stolper Co | 29,873 | $1.92M | 0.83% | −141−0.5% | Reduced |
| Credit Capital Investments LLC | 30,000 | $1.93M | 2.56% | −8,000−21.1% | Reduced |
| Insigneo Advisory Services, LLC | 30,063 | $1.94M | 0.39% | +2,971+11.0% | Added |
| Game Creek Capital, LP | 30,625 | $1.97M | 1.31% | −625−2.0% | Reduced |
| Boston Private Wealth LLC | 30,774 | $1.98M | 0.04% | −1,546−4.8% | Reduced |
| Financial Counselors Inc | 30,779 | $1.98M | 0.04% | +176+0.6% | Added |
| Haverford Trust Co | 30,846 | $1.99M | 0.02% | −232−0.7% | Reduced |
| National Asset Management, Inc. | 30,899 | $1.99M | 0.05% | +3,192+11.5% | Added |
| Flow Traders U.S. LLC | 30,904 | $1.99M | 0.09% | +30,904 | New |
| Portside Wealth Group, LLC | 31,249 | $2.01M | 0.38% | −3,410−9.8% | Reduced |
| Burney Co | 31,668 | $2.04M | 0.10% | −1,054−3.2% | Reduced |
| Leavell Investment Management, Inc. | 31,749 | $2.04M | 0.14% | +550+1.8% | Added |
| Simmons Bank | 32,043 | $2.06M | 0.18% | −1,474−4.4% | Reduced |
| GWM Advisors LLC | 32,243 | $2.08M | 0.02% | +7,704+31.4% | Added |
| Lakeview Capital Partners, LLC | 32,451 | $2.09M | 0.41% | +3,926+13.8% | Added |
| Octavia Wealth Advisors, LLC | 32,591 | $2.10M | 0.43% | −165−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 32,812 | $2.11M | 0.04% | +780+2.4% | Added |
| Mitchell Capital Management Co | 32,903 | $2.12M | 0.50% | −97−0.3% | Reduced |
| BBR Partners, LLC | 33,157 | $2.13M | 0.24% | +33,157 | New |
| Quadrant Capital Group LLC | 33,164 | $2.14M | 0.21% | +2,747+9.0% | Added |