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Livermore
Livermore
ZHEN

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.

Institutional holdersQ3 2023: 1,265 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ3 2023: $21.0B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2023.

Institutions holding SHEL in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Investment Advisory Services, LLC3,536$227.7K0.02%−548−13.4%Reduced
BigSur Wealth Management LLC3,536$227.6K0.11%00.0%Unchanged
Horan Securities, Inc.3,531$227.4K0.12%+89+2.6%Added
Genus Capital Management Inc.3,525$226.9K0.04%+3,525New
Weinberger Asset Management, Inc3,521$226.7K0.13%00.0%Unchanged
Joel Isaacson & Co., LLC3,472$223.5K0.02%00.0%Unchanged
Vanguard Group Inc3,451$222.2K0.00%+3,451New
Curated Wealth Partners LLC3,449$222.0K0.04%−1,668−32.6%Reduced
Welch Group, LLC3,446$221.9K0.01%00.0%Unchanged
Beacon Financial Advisory LLC3,414$219.8K0.12%00.0%Unchanged
PFG Advisors3,413$219.8K0.02%−30−0.9%Reduced
Aaron Wealth Advisors3,409$219.5K0.03%+3,409New
Altfest L J & Co Inc3,382$218.0K0.03%−11−0.3%Reduced
Foster Victor Wealth Advisors, LLC3,348$216.0K0.03%+3,348New
Quadrant Private Wealth Management, LLC3,336$214.8K0.07%−407−10.9%Reduced
Kavar Capital Partners Group, LLC3,336$214.8K0.05%+3,336New
Fiduciary Group LLC3,320$213.7K0.03%00.0%Unchanged
First Financial Corp3,312$213.2K0.13%+2,890+684.8%Added
Csenge Advisory Group3,309$213.0K0.01%+3,309New
RMR Wealth Builders3,309$213.0K0.03%+3,309New
Duncker Streett & Co Inc3,301$212.5K0.05%−792−19.4%Reduced
PDT Partners, LLC3,299$212.4K0.03%+3,299New
Northwest Bancshares, Inc.3,277$211.0K0.04%+3,277New
Glassman Wealth Services3,275$210.8K0.03%+1,135+53.0%Added
Warren Averett Asset Management, LLC3,268$210.4K0.01%+3,268New
Western Wealth Management, LLC3,260$209.9K0.02%+3,260New
Oakworth Capital, Inc.3,259$209.8K0.02%−721−18.1%Reduced
Smart Money Group LLC3,258$209.8K0.10%+3,258New
Pine Valley Investments Ltd Liability Co3,255$209.6K0.02%+3,255New
Thompson Investment Management, Inc.3,251$209.3K0.04%+200+6.6%Added
SkyOak Wealth, LLC3,250$209.2K0.06%+3,250New
Successful Portfolios LLC3,244$208.8K0.19%−304−8.6%Reduced
Motco3,242$208.7K0.01%+2,141+194.5%Added
Roundview Capital LLC3,241$208.7K0.02%+3,241New
Foster Dykema Cabot & Co Inc3,225$208.0K0.03%00.0%Unchanged
Tompkins Financial Corp3,230$207.9K0.03%00.0%Unchanged
Gillespie Robinson & Grimm Inc3,226$207.7K0.02%+3,226New
Appleton Partners Inc3,217$207.0K0.02%−158−4.7%Reduced
Eubel Brady & Suttman Asset Management Inc3,222$207.0K0.03%+3,222New
Main Street Financial Solutions, LLC3,214$206.9K0.03%+3,214New
Graves-Light Private Wealth Management, Inc.3,196$206.2K0.03%−408−11.3%Reduced
SeaBridge Investment Advisors LLC3,200$206.0K0.07%+3,200New
Focus Financial Network, Inc.3,179$204.6K0.01%+3,179New
Avaii Wealth Management, LLC3,177$204.5K0.15%+3,177New
United Community Bank3,176$204.5K0.10%+200+6.7%Added
Mayflower Financial Advisors, LLC3,170$204.1K0.03%+3,170New
AQR Capital Management LLC3,168$203.9K0.00%+3,168New
Golden State Equity Partners3,165$203.8K0.06%+3,165New
Plan Group Financial, LLC3,165$203.7K0.15%+3,165New
Summit Trail Advisors, LLC3,151$202.9K0.01%−760−19.4%Reduced
Peoples Financial Services Corp.3,150$202.8K0.10%00.0%Unchanged
Sprott Inc.3,150$202.8K0.02%+3,150New
FMB Wealth Management3,149$202.7K0.22%+3,149New
Keystone Financial Group3,144$202.4K0.03%+3,144New
Callan Capital, LLC3,143$202.3K0.02%+3,143New
Institute for Wealth Management, LLC.3,136$201.9K0.04%+3,136New
Triune Financial Partners, LLC3,131$201.6K0.08%+3,131New
Ancora Advisors, LLC3,130$201.5K0.01%+3+0.1%Added
Breakwater Capital Group3,064$200.4K0.07%+3,064New
RFP Financial Group LLC3,080$198.3K0.09%−100−3.1%Reduced
Washington Trust Advisors, Inc.3,028$194.9K0.02%00.0%Unchanged
JFS Wealth Advisors, LLC2,972$191.3K0.02%−77−2.5%Reduced
Farther Finance Advisors, LLC2,857$183.9K0.03%+2,100+277.4%Added
Salem Investment Counselors Inc2,851$183.5K0.01%00.0%Unchanged
ORG Partners LLC2,797$180.1K0.05%+48+1.7%Added
Avion Wealth2,788$179.0K0.05%−46−1.6%Reduced
Jones Financial Companies LLLP2,746$176.8K0.00%−27−1.0%Reduced
Stonebridge Capital Advisors LLC2,691$173.2K0.02%00.0%Unchanged
Riverview Trust Co2,629$169.3K0.15%+740+39.2%Added
Hexagon Capital Partners LLC2,616$168.4K0.04%+84+3.3%Added
Baldwin Brothers Inc2,540$163.5K0.01%00.0%Unchanged
First PREMIER Bank2,500$161.0K0.05%00.0%Unchanged
Capital Analysts, LLC2,349$151.0K0.01%00.0%Unchanged
Flaharty Asset Management, LLC2,223$143.1K0.02%+2,223New
Pinnacle Bancorp, Inc.2,222$143.1K0.05%00.0%Unchanged
Addison Advisors LLC2,155$138.7K0.06%+317+17.2%Added
McIlrath & Eck, LLC2,125$136.8K0.03%+133+6.7%Added
Highline Wealth Partners LLC2,088$134.4K0.08%00.0%Unchanged
Wellington Shields & Co., LLC2,074$133.5K0.03%00.0%Unchanged
JJJ Advisors Inc.1,996$128.5K0.03%+1,757+735.1%Added
Strengthening Families & Communities, LLC1,981$128.0K0.06%−707−26.3%Reduced
SRS Capital Advisors, Inc.1,986$127.9K0.02%−932−31.9%Reduced
Boit C F David2,000$126.7K0.09%00.0%Unchanged
Grove Bank & Trust1,959$126.1K0.03%+37+1.9%Added
Bollard Group LLC1,952$126.0K0.00%+1,010+107.2%Added
Bray Capital Advisors1,950$125.5K0.04%00.0%Unchanged
Y.D. More Investments Ltd1,900$122.3K0.03%−200−9.5%Reduced
Sutton Wealth Advisors Inc.1,862$119.9K0.06%00.0%Unchanged
Providence Capital Advisors, LLC1,786$115.0K0.03%00.0%Unchanged
Sugarloaf Wealth Management, LLC1,719$110.7K0.03%+2+0.1%Added
Knights of Columbus Asset Advisors LLC1,620$104.3K0.01%+1,620New
Legacy Bridge, LLC1,600$103.0K0.07%00.0%Unchanged
Eagle Bay Advisors LLC1,585$102.0K0.05%+51+3.3%Added
Laurel Wealth Advisors LLC1,581$101.8K0.02%00.0%Unchanged
Armstrong Advisory Group, Inc1,573$101.3K0.01%−1,418−47.4%Reduced
Webster Bank, N. A.1,539$99.1K0.01%00.0%Unchanged
Chesapeake Asset Management LLC1,505$96.9K0.09%−1,540−50.6%Reduced
AdvisorNet Financial, Inc1,499$96.5K0.01%−411−21.5%Reduced
Hollencrest Capital Management1,496$96.3K0.01%+89+6.3%Added
Colonial Trust Co1,477$95.1K0.02%−74−4.8%Reduced