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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 340,523 | $21.9M | 0.04% | +34,850+11.4% | Added |
| SIR Capital Management, L.P. | 338,464 | $21.8M | 2.59% | −10,036−2.9% | Reduced |
| Alyeska Investment Group, L.P. | 333,869 | $21.5M | 0.15% | −538,118−61.7% | Reduced |
| Commonwealth Equity Services, LLC | 333,583 | $21.5M | 0.04% | +26,960+8.8% | Added |
| Mariner, LLC | 332,287 | $21.4M | 0.06% | +12,592+3.9% | Added |
| 1832 Asset Management L.P. | 330,519 | $21.3M | 0.04% | −489,258−59.7% | Reduced |
| Cresset Asset Management, LLC | 327,555 | $21.1M | 0.15% | +34,954+11.9% | Added |
| Anchor Capital Advisors LLC | 324,023 | $20.9M | 0.58% | +78,153+31.8% | Added |
| Guardian Capital LP | 316,294 | $20.4M | 0.76% | −28,908−8.4% | Reduced |
| First Eagle Investment Management, LLC | 306,242 | $19.7M | 0.05% | +27,651+9.9% | Added |
| Harvest Portfolios Group Inc. | 305,166 | $19.6M | 0.93% | −8,105−2.6% | Reduced |
| SEI Investments Co | 303,958 | $19.6M | 0.04% | +129,992+74.7% | Added |
| Voloridge Investment Management, LLC | 298,889 | $19.2M | 0.09% | +298,889 | New |
| Gluskin Sheff & Assoc Inc | 591,339 | $19.1M | 1.46% | +13,449+2.3% | Added |
| Thomasville National Bank | 293,778 | $18.9M | 1.86% | +2,623+0.9% | Added |
| Citigroup Inc | 271,385 | $17.5M | 0.02% | +117,816+76.7% | Added |
| Truist Financial Corp | 270,414 | $17.4M | 0.03% | +46,673+20.9% | Added |
| Fort Washington Investment Advisors Inc | 264,716 | $17.0M | 0.13% | −1,951−0.7% | Reduced |
| Wedge Capital Management L L P | 263,893 | $17.0M | 0.34% | −20,854−7.3% | Reduced |
| Creative Planning | 259,414 | $16.7M | 0.02% | +75,857+41.3% | Added |
| Northwest & Ethical Investments L.P. | 249,974 | $16.1M | 0.54% | +40,083+19.1% | Added |
| Grandfield & Dodd, LLC | 249,721 | $16.1M | 1.18% | +5,836+2.4% | Added |
| Logan Capital Management Inc | 249,345 | $16.1M | 0.82% | −6,248−2.4% | Reduced |
| Invenomic Capital Management LP | 244,762 | $15.8M | 0.66% | +244,762 | New |
| Fayez Sarofim & Co | 244,471 | $15.7M | 0.05% | −6,944−2.8% | Reduced |
| Davenport & Co LLC | 241,263 | $15.5M | 0.12% | −14,348−5.6% | Reduced |
| South Dakota Investment Council | 240,573 | $15.5M | 0.35% | −21,289−8.1% | Reduced |
| Davidson Kempner Capital Management LP | 237,931 | $15.3M | 0.24% | −642,527−73.0% | Reduced |
| Becker Capital Management Inc | 236,261 | $15.2M | 0.60% | +505+0.2% | Added |
| Crocodile Capital Partners GmbH | 235,306 | $15.1M | 14.28% | +108,700+85.9% | Added |
| Klingenstein Fields & Co LP | 233,313 | $15.0M | 0.73% | +129,725+125.2% | Added |
| M&T Bank Corp | 230,676 | $14.9M | 0.06% | +3,803+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 223,568 | $14.4M | 0.02% | +11,470+5.4% | Added |
| American Assets Investment Management, LLC | 221,000 | $14.2M | 1.59% | 00.0% | Unchanged |
| Euro Pacific Asset Management, LLC | 215,289 | $13.9M | 3.26% | −3,974−1.8% | Reduced |
| Greenwood Gearhart Inc | 212,833 | $13.7M | 1.62% | +6,628+3.2% | Added |
| Marshall Wace, LLP | 212,431 | $13.7M | 0.03% | −157,415−42.6% | Reduced |
| Evergreen Capital Management LLC | 206,835 | $13.3M | 0.58% | −41,285−16.6% | Reduced |
| Beach Investment Counsel Inc | 202,946 | $13.1M | 1.63% | +96,328+90.3% | Added |
| Tocqueville Asset Management L.P. | 197,860 | $12.7M | 0.24% | +876+0.4% | Added |
| Cohen Klingenstein LLC | 197,338 | $12.7M | 0.58% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 197,108 | $12.7M | 2.73% | +197,108 | New |
| Van Hulzen Asset Management, LLC | 195,761 | $12.6M | 0.97% | −10,000−4.9% | Reduced |
| Willis Johnson & Associates, Inc. | 192,604 | $12.4M | 1.33% | −6,662−3.3% | Reduced |
| Captrust Financial Advisors | 190,030 | $12.2M | 0.05% | +43,951+30.1% | Added |
| Oppenheimer Asset Management Inc. | 189,562 | $12.2M | 0.19% | +24,865+15.1% | Added |
| Scotia Capital Inc. | 186,890 | $12.0M | 0.09% | −2,957−1.6% | Reduced |
| Country Club Bank | 182,035 | $12.0M | 0.98% | −4,125−2.2% | Reduced |
| FineMark National Bank & Trust | 184,643 | $11.9M | 0.52% | −4,728−2.5% | Reduced |
| Crossmark Global Holdings, Inc. | 178,701 | $11.9M | 0.27% | −4,862−2.6% | Reduced |
| Mercer Global Advisors Inc | 183,978 | $11.8M | 0.04% | −29,328−13.7% | Reduced |
| Cerity Partners LLC | 183,408 | $11.8M | 0.06% | +36,708+25.0% | Added |
| D.A. Davidson & Co. | 182,214 | $11.7M | 0.13% | −3,660−2.0% | Reduced |
| QRG Capital Management, Inc. | 178,955 | $11.5M | 0.20% | +178,955 | New |
| Manning & Napier Group, LLC | 171,471 | $11.0M | 0.14% | −1,294−0.7% | Reduced |
| Employees Retirement System of Texas | 170,020 | $10.9M | 0.16% | −1,128−0.7% | Reduced |
| Allied Investment Advisors, LLC | 168,394 | $10.8M | 3.24% | −409−0.2% | Reduced |
| Stamos Capital Partners, L.P. | 155,730 | $10.0M | 2.23% | −13,270−7.9% | Reduced |
| Glenmede Trust Co NA | 150,903 | $9.72M | 0.06% | +22,709+17.7% | Added |
| Janney Montgomery Scott LLC | 150,236 | $9.67M | 0.04% | −419−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 148,686 | $9.57M | 0.04% | −1,043−0.7% | Reduced |
| Voya Investment Management LLC | 146,567 | $9.44M | 0.01% | +21,633+17.3% | Added |
| Sit Investment Associates Inc | 146,325 | $9.42M | 0.26% | +310+0.2% | Added |
| Baird Financial Group, Inc. | 145,625 | $9.38M | 0.03% | +4,527+3.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 144,002 | $9.27M | 0.01% | −17,203−10.7% | Reduced |
| Janney Capital Management LLC | 141,182 | $9.09M | 0.70% | +231+0.2% | Added |
| Nikko Asset Management Americas, Inc. | 139,964 | $9.01M | 0.11% | −16,939−10.8% | Reduced |
| Ibex Wealth Advisors | 136,542 | $8.79M | 2.24% | +136,542 | New |
| Pinnacle Associates Ltd | 133,880 | $8.62M | 0.16% | −4,503−3.3% | Reduced |
| Avantax Advisory Services, Inc. | 133,545 | $8.60M | 0.10% | −46,057−25.6% | Reduced |
| Stephens Inc | 130,984 | $8.43M | 0.16% | +11,654+9.8% | Added |
| Woodstock Corp | 130,040 | $8.37M | 1.05% | −79−0.1% | Reduced |
| Thornburg Investment Management Inc | 129,113 | $8.35M | 0.14% | +819+0.6% | Added |
| Bragg Financial Advisors, Inc | 129,708 | $8.35M | 0.44% | +1,981+1.6% | Added |
| Neville Rodie & Shaw Inc | 128,075 | $8.24M | 0.74% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 126,000 | $8.11M | 0.02% | +115,500+1,100.0% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 125,679 | $8.09M | 2.70% | +3,142+2.6% | Added |
| Edgemoor Investment Advisors, Inc. | 125,299 | $8.07M | 0.95% | +2,337+1.9% | Added |
| Pinnacle Financial Partners Inc | 123,685 | $7.96M | 0.21% | +114,946+1,315.3% | Added |
| ARS Wealth Advisors Group, LLC | 122,771 | $7.90M | 1.30% | −879−0.7% | Reduced |
| Everett Harris & Co | 121,878 | $7.85M | 0.12% | +56,880+87.5% | Added |
| Acadian Asset Management LLC | 120,992 | $7.79M | 0.03% | +102,045+538.6% | Added |
| Fifth Third Bancorp | 120,242 | $7.74M | 0.04% | +3,586+3.1% | Added |
| TownSquare Capital, LLC | 119,728 | $7.71M | 0.14% | −14,002−10.5% | Reduced |
| Eagle Global Advisors LLC | 119,094 | $7.67M | 0.50% | +144+0.1% | Added |
| O'Shaughnessy Asset Management, LLC | 118,619 | $7.64M | 0.11% | +22,457+23.4% | Added |
| Edge Capital Group, LLC | 116,368 | $7.49M | 0.49% | −70,312−37.7% | Reduced |
| Regency Capital Management Inc. | 116,216 | $7.48M | 6.36% | −8,573−6.9% | Reduced |
| Leuthold Group, LLC | 114,262 | $7.36M | 1.03% | −2,077−1.8% | Reduced |
| Prospera Financial Services Inc | 113,765 | $7.32M | 0.28% | +3,011+2.7% | Added |
| Shelter Mutual Insurance Co | 113,750 | $7.32M | 2.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 113,547 | $7.31M | 0.02% | +10,541+10.2% | Added |
| Lodge Hill Capital, LLC | 113,500 | $7.31M | 2.40% | −25,000−18.1% | Reduced |
| TD Waterhouse Canada Inc. | 103,490 | $7.14M | 0.07% | −609−0.6% | Reduced |
| Teilinger Capital Ltd. | 107,766 | $6.94M | 2.28% | −252,234−70.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,635 | $6.93M | 0.31% | −5,517−4.9% | Reduced |
| Renaissance Group LLC | 107,463 | $6.92M | 0.32% | −2,800−2.5% | Reduced |
| Cutler Capital Management, LLC | 107,018 | $6.89M | 3.11% | +21,747+25.5% | Added |
| Jackson Square Capital, LLC | 106,997 | $6.89M | 2.77% | +60,763+131.4% | Added |
| Eastover Investment Advisors LLC | 106,783 | $6.87M | 4.13% | +4,892+4.8% | Added |