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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 4,450 | $286.5K | 0.04% | +176+4.1% | Added |
| Flputnam Investment Management Co | 4,446 | $286.2K | 0.01% | −248−5.3% | Reduced |
| Strategic Financial Concepts, LLC | 4,412 | $284.1K | 0.10% | −50−1.1% | Reduced |
| Schroder Investment Management Group | 4,409 | $283.9K | 0.00% | −128−2.8% | Reduced |
| Linscomb & Williams, Inc. | 4,404 | $283.5K | 0.02% | −140−3.1% | Reduced |
| Phillips Wealth Planners LLC | 4,152 | $282.8K | 0.38% | +112+2.8% | Added |
| Resonant Capital Advisors, LLC | 4,372 | $281.5K | 0.03% | +353+8.8% | Added |
| Indie Asset Partners, LLC | 4,365 | $281.0K | 0.28% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,352 | $280.2K | 0.20% | +10.0% | Added |
| Atlas Capital Advisors LLC | 4,338 | $279.3K | 0.05% | −981−18.4% | Reduced |
| Financial Management Professionals, Inc. | 4,339 | $279.0K | 0.05% | −283−6.1% | Reduced |
| Tucker Asset Management LLC | 4,326 | $278.5K | 0.07% | +554+14.7% | Added |
| Capital Advisors Inc | 4,320 | $278.2K | 0.01% | −396−8.4% | Reduced |
| Smith, Moore & Co. | 4,315 | $277.8K | 0.04% | +20.0% | Added |
| Nations Financial Group Inc, | 4,290 | $276.2K | 0.03% | +360+9.2% | Added |
| Buckingham Strategic Wealth, LLC | 4,285 | $275.9K | 0.00% | +40+0.9% | Added |
| Summit Financial Wealth Advisors, LLC | 4,200 | $275.1K | 0.07% | −1,950−31.7% | Reduced |
| Strategic Global Advisors, LLC | 4,270 | $274.9K | 0.05% | +4,270 | New |
| Signature Wealth Management Partners, LLC | 4,267 | $274.7K | 0.27% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $274.3K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,255 | $273.9K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 4,244 | $273.3K | 0.09% | −811−16.0% | Reduced |
| Brighton Jones LLC | 4,202 | $270.6K | 0.01% | +315+8.1% | Added |
| Woodward Diversified Capital, LLC | 4,195 | $270.1K | 0.19% | −962−18.7% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $270.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 4,350 | $269.9K | 0.01% | +71+1.7% | Added |
| Henshaw Capital LLC | 4,186 | $269.5K | 0.02% | −117−2.7% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,168 | $268.3K | 0.06% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $268.1K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 4,130 | $265.9K | 0.06% | +122+3.0% | Added |
| Capstone Investment Advisors, LLC | 4,124 | $265.5K | 0.01% | +4,124 | New |
| Marcum Wealth, LLC | 4,123 | $265.4K | 0.03% | +775+23.1% | Added |
| Fidelis Capital Partners, LLC | 4,118 | $265.1K | 0.09% | +585+16.6% | Added |
| Ti-Trust, Inc | 4,104 | $264.2K | 0.25% | 00.0% | Unchanged |
| Keel Point, LLC | 4,102 | $264.1K | 0.04% | −44−1.1% | Reduced |
| Ballew Advisors, Inc | 4,254 | $263.9K | 0.22% | +5+0.1% | Added |
| TCG Advisory Services, LLC | 4,093 | $263.5K | 0.04% | +561+15.9% | Added |
| HM Payson & Co | 4,092 | $263.4K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 4,083 | $262.8K | 0.11% | 00.0% | Unchanged |
| Cullinan Associates Inc | 4,071 | $262.1K | 0.02% | +371+10.0% | Added |
| Sandbox Financial Partners, LLC | 4,046 | $260.5K | 0.14% | +3+0.1% | Added |
| Cadinha & Co LLC | 4,045 | $260.4K | 0.06% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,045 | $260.4K | 0.02% | +178+4.6% | Added |
| Jamison Private Wealth Management, Inc. | 4,037 | $259.9K | 0.05% | +4,037 | New |
| Gateway Wealth Partners, LLC | 4,027 | $259.2K | 0.05% | +4,027 | New |
| Coastal Bridge Advisors, LLC | 4,026 | $259.2K | 0.07% | −40−1.0% | Reduced |
| Cornerstone Advisory, LLC | 4,020 | $258.8K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 4,017 | $258.6K | 0.06% | +53+1.3% | Added |
| Triasima Portfolio Management inc. | 4,005 | $257.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,987 | $256.7K | 0.03% | +1,428+55.8% | Added |
| Caldwell Trust Co | 3,982 | $256.4K | 0.03% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 3,980 | $256.2K | 0.04% | −2,355−37.2% | Reduced |
| JGP Global Gestao de Recursos Ltda. | 3,975 | $255.9K | 0.16% | +3,975 | New |
| Cedar Brook Financial Partners, LLC | 3,958 | $254.8K | 0.07% | +3,958 | New |
| Argent Advisors, Inc. | 3,950 | $254.3K | 0.12% | +100+2.6% | Added |
| Aptus Capital Advisors, LLC | 3,940 | $253.7K | 0.01% | +482+13.9% | Added |
| NorthCrest Asset Manangement, LLC | 3,938 | $253.5K | 0.01% | −41−1.0% | Reduced |
| Keating Investment Counselors Inc | 3,935 | $253.3K | 0.09% | +3,935 | New |
| Edmond de Rothschild Holding S.A. | 3,925 | $252.7K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,921 | $252.4K | 0.03% | −800−16.9% | Reduced |
| Sax Wealth Advisors, LLC | 3,919 | $252.3K | 0.05% | 00.0% | Unchanged |
| Trust Co of Virginia | 3,899 | $251.0K | 0.03% | +3,899 | New |
| Clear Street Markets LLC | 3,900 | $251.0K | 0.18% | −4,121−51.4% | Reduced |
| Wealth Quarterback LLC | 3,896 | $250.8K | 0.22% | +25+0.6% | Added |
| First Citizens Bank & Trust Co | 3,891 | $250.5K | 0.00% | +114+3.0% | Added |
| Essex Savings Bank | 3,862 | $248.6K | 0.08% | −514−11.7% | Reduced |
| Advance Capital Management, Inc. | 3,848 | $247.7K | 0.02% | 00.0% | Unchanged |
| Marco Investment Management LLC | 3,845 | $247.5K | 0.03% | −217−5.3% | Reduced |
| Atomi Financial Group, Inc. | 3,834 | $246.8K | 0.08% | +3,834 | New |
| Clarity Financial LLC | 3,831 | $246.6K | 0.04% | +3,831 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,808 | $245.2K | 0.01% | +60+1.6% | Added |
| Holderness Investments Co | 3,805 | $245.0K | 0.10% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 3,785 | $243.7K | 0.08% | 00.0% | Unchanged |
| Lantz Financial LLC | 3,762 | $242.2K | 0.10% | +429+12.9% | Added |
| Mechanics Bank Trust Department | 3,749 | $241.4K | 0.04% | +225+6.4% | Added |
| Boston Trust Walden Corp | 3,748 | $241.3K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,742 | $240.9K | 0.10% | +68+1.9% | Added |
| GQG Partners LLC | 3,735 | $240.5K | 0.00% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,713 | $239.0K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,703 | $238.4K | 0.06% | +182+5.2% | Added |
| Doliver Advisors, LP | 3,697 | $238.0K | 0.07% | +72+2.0% | Added |
| Moloney Securities Asset Management, LLC | 3,693 | $237.8K | 0.04% | −30−0.8% | Reduced |
| Squarepoint Ops LLC | 3,680 | $236.9K | 0.00% | +3,680 | New |
| MBE Wealth Management, LLC | 3,679 | $236.9K | 0.14% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 3,676 | $236.7K | 0.02% | +3,676 | New |
| Monticello Wealth Management, LLC | 3,672 | $236.4K | 0.02% | +205+5.9% | Added |
| Cambiar Investors LLC | 3,664 | $235.9K | 0.01% | −550,193−99.3% | Reduced |
| Resources Investment Advisors, LLC. | 3,663 | $235.8K | 0.01% | +3,663 | New |
| Addison Capital Co | 3,653 | $235.0K | 0.18% | +251+7.4% | Added |
| Waldron Private Wealth LLC | 3,634 | $234.0K | 0.01% | +304+9.1% | Added |
| Goodman Financial Corp | 3,626 | $233.4K | 0.07% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 3,623 | $233.2K | 0.06% | +3,623 | New |
| HCR Wealth Advisors | 3,585 | $230.8K | 0.05% | 00.0% | Unchanged |
| TCWP LLC | 3,580 | $230.5K | 0.18% | −418−10.5% | Reduced |
| Blue Barn Wealth, LLC | 3,574 | $230.1K | 0.15% | −248−6.5% | Reduced |
| Delta Asset Management LLC | 3,570 | $229.8K | 0.02% | 00.0% | Unchanged |
| Davis R M Inc | 3,558 | $229.0K | 0.01% | −9−0.3% | Reduced |
| City Holding Co | 3,553 | $228.7K | 0.04% | −734−17.1% | Reduced |
| Tufton Capital Management | 3,545 | $228.2K | 0.05% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 3,543 | $228.1K | 0.10% | +76+2.2% | Added |