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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 106,747 | $6.87M | 0.38% | +3,015+2.9% | Added |
| Banco Santander, S.A. | 106,518 | $6.86M | 0.10% | −11,175−9.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 103,705 | $6.68M | 0.01% | −549−0.5% | Reduced |
| New England Asset Management Inc | 103,485 | $6.66M | 1.09% | −4,300−4.0% | Reduced |
| Augustine Asset Management Inc | 103,455 | $6.66M | 3.08% | −1,922−1.8% | Reduced |
| Miller Howard Investments Inc | 102,000 | $6.57M | 0.24% | +102,000 | New |
| Parallax Volatility Advisers, L.P. | 101,726 | $6.55M | 0.23% | +101,726 | New |
| Sawtooth Solutions, LLC | 100,947 | $6.50M | 0.21% | +2,426+2.5% | Added |
| Heritage Investors Management Corp | 100,383 | $6.46M | 0.27% | −1,535−1.5% | Reduced |
| JBF Capital, Inc. | 100,000 | $6.44M | 1.42% | 00.0% | Unchanged |
| Intrepid Family Office LLC | 100,000 | $6.44M | 11.13% | +100,000 | New |
| Callodine Capital Management, LP | 100,000 | $6.44M | 1.79% | +100,000 | New |
| National Bank of Canada | 101,992 | $6.43M | 0.01% | −870−0.8% | Reduced |
| Claret Asset Management Corp | 97,976 | $6.31M | 1.24% | −2,472−2.5% | Reduced |
| Bleakley Financial Group, LLC | 97,545 | $6.28M | 0.22% | −976−1.0% | Reduced |
| MML Investors Services, LLC | 97,147 | $6.25M | 0.03% | +27,051+38.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 91,953 | $5.92M | 0.09% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 91,423 | $5.89M | 0.01% | +2,440+2.7% | Added |
| Hohimer Wealth Management, LLC | 91,268 | $5.88M | 1.68% | −3,242−3.4% | Reduced |
| Bokf, NA | 89,504 | $5.83M | 0.13% | +22,477+33.5% | Added |
| Toroso Investments, LLC | 89,952 | $5.79M | 0.18% | −21,625−19.4% | Reduced |
| tru Independence LLC | 89,749 | $5.78M | 2.00% | −4,851−5.1% | Reduced |
| Adell Harriman & Carpenter Inc | 89,500 | $5.76M | 0.60% | +25,176+39.1% | Added |
| Cary Street Partner Investment Advisory LLC | 88,759 | $5.71M | 0.31% | +55,157+164.1% | Added |
| Keybank National Association | 88,556 | $5.70M | 0.03% | +1,724+2.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 87,649 | $5.64M | 0.03% | +75,077+597.2% | Added |
| Kempner Capital Management Inc. | 86,087 | $5.54M | 3.34% | 00.0% | Unchanged |
| Nelson Capital Management, LLC | 83,037 | $5.35M | 1.31% | −1,512−1.8% | Reduced |
| Azimuth Capital Investment Management LLC | 82,620 | $5.32M | 0.26% | −2,454−2.9% | Reduced |
| Cetera Advisor Networks LLC | 81,819 | $5.27M | 0.03% | +6,458+8.6% | Added |
| South State Corp. | 79,459 | $5.12M | 0.49% | +1,062+1.4% | Added |
| Wexford Capital LP | 79,306 | $5.11M | 1.16% | +79,306 | New |
| Brinker Capital Investments, LLC | 77,973 | $5.02M | 0.06% | +16,912+27.7% | Added |
| Orion Portfolio Solutions, LLC | 77,973 | $5.02M | 0.06% | +16,912+27.7% | Added |
| Balyasny Asset Management LLC | 77,916 | $5.02M | 0.01% | −975,856−92.6% | Reduced |
| Brown Brothers Harriman & Co | 77,308 | $4.98M | 0.04% | −172−0.2% | Reduced |
| Palogic Value Management, L.P. | 74,836 | $4.82M | 2.38% | −12,297−14.1% | Reduced |
| Hedges Asset Management LLC | 74,550 | $4.80M | 4.19% | 00.0% | Unchanged |
| Advocate Group LLC | 72,628 | $4.68M | 1.08% | +230.0% | Added |
| Susquehanna International Group, LLP | 72,226 | $4.65M | 0.01% | +18,389+34.2% | Added |
| YHB Investment Advisors, Inc. | 71,986 | $4.63M | 0.43% | +6,078+9.2% | Added |
| Charles Schwab Investment Management Inc | 71,977 | $4.63M | 0.00% | +28,165+64.3% | Added |
| Synovus Financial Corp | 71,350 | $4.59M | 0.05% | +9,924+16.2% | Added |
| Bard Financial Services, Inc. | 70,050 | $4.51M | 0.56% | +5,275+8.1% | Added |
| Viking Fund Management LLC | 70,000 | $4.51M | 0.91% | −10,000−12.5% | Reduced |
| Royce & Associates LP | 70,000 | $4.51M | 0.05% | 00.0% | Unchanged |
| Brookmont Capital Management | 69,965 | $4.50M | 2.81% | −411−0.6% | Reduced |
| Atria Investments LLC | 69,569 | $4.48M | 0.08% | +10,818+18.4% | Added |
| Peapack Gladstone Financial Corp | 69,141 | $4.45M | 0.08% | −2,290−3.2% | Reduced |
| Exencial Wealth Advisors, LLC | 68,944 | $4.44M | 0.22% | −4,619−6.3% | Reduced |
| First Trust Advisors LP | 68,502 | $4.41M | 0.01% | −10,579−13.4% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $4.41M | 6.14% | −12,500−15.4% | Reduced |
| Griffin Asset Management, Inc. | 68,409 | $4.40M | 0.63% | +100.0% | Added |
| JustInvest LLC | 68,288 | $4.40M | 0.13% | +628+0.9% | Added |
| Assetmark, Inc | 67,415 | $4.34M | 0.02% | +43,628+183.4% | Added |
| Deltec Asset Management LLC | 67,154 | $4.32M | 0.98% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 66,545 | $4.28M | 0.26% | +56,195+542.9% | Added |
| GYL Financial Synergies, LLC | 66,298 | $4.27M | 0.41% | +42,029+173.2% | Added |
| Fiduciary Trust Co | 65,720 | $4.23M | 0.08% | −1,672−2.5% | Reduced |
| Putnam Investments LLC | 64,300 | $4.14M | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 64,257 | $4.14M | 0.07% | −79−0.1% | Reduced |
| Beddow Capital Management Inc | 62,726 | $4.04M | 1.97% | −39−0.1% | Reduced |
| Blair William & Co | 62,209 | $4.01M | 0.02% | +7,409+13.5% | Added |
| Deutsche Bank AG | 62,143 | $4.00M | 0.00% | −1,143−1.8% | Reduced |
| Huntington National Bank | 62,055 | $4.00M | 0.04% | −3,611−5.5% | Reduced |
| Raymond James Trust N.A. | 61,634 | $3.97M | 0.12% | +12,259+24.8% | Added |
| Regions Financial Corp | 60,431 | $3.89M | 0.03% | +16,891+38.8% | Added |
| Dodge & Cox | 60,013 | $3.86M | 0.00% | −200−0.3% | Reduced |
| Federated Hermes, Inc. | 59,313 | $3.82M | 0.01% | +59,208+56,388.6% | Added |
| United Capital Financial Advisers, LLC | 58,603 | $3.77M | 0.02% | −5,613−8.7% | Reduced |
| CWM, LLC | 58,001 | $3.73M | 0.02% | +2,153+3.9% | Added |
| Reik & Co., LLC | 57,886 | $3.73M | 1.09% | −1,026−1.7% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.71M | 0.22% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 57,114 | $3.68M | 0.09% | −1,046−1.8% | Reduced |
| Commerce Bank | 57,105 | $3.68M | 0.03% | +1,528+2.7% | Added |
| Bridge Creek Capital Management LLC | 56,703 | $3.65M | 1.38% | −1,135−2.0% | Reduced |
| Cetera Investment Advisers | 56,410 | $3.63M | 0.03% | +1,372+2.5% | Added |
| Quantinno Capital Management LP | 55,631 | $3.58M | 0.16% | +33,456+150.9% | Added |
| Naviter Wealth, LLC | 55,616 | $3.58M | 0.86% | +8,145+17.2% | Added |
| Weatherly Asset Management L. P. | 55,490 | $3.57M | 0.43% | −3,619−6.1% | Reduced |
| Cardinal Capital Management | 55,385 | $3.57M | 0.73% | +446+0.8% | Added |
| Veriti Management LLC | 55,383 | $3.57M | 0.41% | −970−1.7% | Reduced |
| Richard P Slaughter Associates Inc | 55,353 | $3.56M | 0.95% | −3,293−5.6% | Reduced |
| Yousif Capital Management, LLC | 55,339 | $3.56M | 0.05% | −2,210−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 54,837 | $3.53M | 0.05% | −592−1.1% | Reduced |
| Cary Street Partners Asset Management LLC | 54,653 | $3.52M | 0.66% | −1,075−1.9% | Reduced |
| Concentric Wealth Management, LLC | 54,586 | $3.51M | 1.16% | +70+0.1% | Added |
| Asio Capital, LLC | 54,527 | $3.51M | 0.93% | +210+0.4% | Added |
| Credential Qtrade Securities Inc. | 54,441 | $3.50M | 0.23% | +2,240+4.3% | Added |
| Citadel Advisors LLC | 53,871 | $3.47M | 0.00% | −192,989−78.2% | Reduced |
| Pathstone Family Office, LLC | 53,385 | $3.44M | 0.03% | +32,238+152.4% | Added |
| Kestra Advisory Services, LLC | 52,838 | $3.40M | 0.03% | +2,415+4.8% | Added |
| Montag A & Associates Inc | 52,727 | $3.39M | 0.21% | +44,996+582.0% | Added |
| Jane Street Group, LLC | 52,231 | $3.36M | 0.01% | −260,543−83.3% | Reduced |
| Fort Sheridan Advisors LLC | 52,022 | $3.35M | 0.76% | +7,396+16.6% | Added |
| DRW Securities, LLC | 52,001 | $3.35M | 0.27% | +19,000+57.6% | Added |
| Continental Advisors LLC | 51,520 | $3.32M | 3.00% | −3,500−6.4% | Reduced |
| Wetherby Asset Management Inc | 50,169 | $3.23M | 0.18% | +112+0.2% | Added |
| Baker Avenue Asset Management, LP | 50,060 | $3.22M | 0.16% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 49,894 | $3.21M | 0.05% | −242−0.5% | Reduced |