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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 49,355 | $3.18M | 0.08% | +4,540+10.1% | Added |
| Advisors Asset Management, Inc. | 48,982 | $3.15M | 0.07% | +1,307+2.7% | Added |
| Park Avenue Securities LLC | 48,563 | $3.13M | 0.05% | +16,317+50.6% | Added |
| LSV Asset Management | 48,400 | $3.12M | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 48,225 | $3.10M | 0.01% | +48,225 | New |
| Gilman Hill Asset Management, LLC | 48,159 | $3.10M | 0.61% | +1,713+3.7% | Added |
| Oppenheimer & Co Inc | 47,991 | $3.09M | 0.06% | −1,092−2.2% | Reduced |
| Columbia Asset Management | 47,597 | $3.06M | 0.68% | +1,000+2.1% | Added |
| Marble Harbor Investment Counsel, LLC | 47,550 | $3.06M | 0.40% | −320−0.7% | Reduced |
| Rathbone Brothers plc | 47,909 | $3.06M | 0.02% | +31,209+186.9% | Added |
| Colony Group LLC | 46,750 | $3.01M | 0.05% | +784+1.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 46,704 | $3.01M | 0.29% | +25,810+123.5% | Added |
| Cetera Advisors LLC | 46,692 | $3.01M | 0.05% | −564−1.2% | Reduced |
| Advisor Partners II, LLC | 46,476 | $2.99M | 0.12% | +4,992+12.0% | Added |
| Moors & Cabot, Inc. | 46,114 | $2.97M | 0.20% | +6,884+17.5% | Added |
| Ritholtz Wealth Management | 45,676 | $2.94M | 0.13% | +6,446+16.4% | Added |
| JCIC Asset Management Inc. | 45,452 | $2.93M | 1.48% | −1,283−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 45,304 | $2.92M | 0.04% | +25,427+127.9% | Added |
| Schechter Investment Advisors, LLC | 45,013 | $2.90M | 0.28% | +3,412+8.2% | Added |
| Zweig-DiMenna Associates LLC | 45,000 | $2.90M | 0.35% | +45,000 | New |
| Royal London Asset Management Ltd | 44,585 | $2.87M | 0.01% | +44,585 | New |
| Kanawha Capital Management LLC | 44,236 | $2.85M | 0.28% | −805−1.8% | Reduced |
| Sweeney & Michel, LLC | 43,752 | $2.82M | 1.48% | −5,022−10.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 43,463 | $2.80M | 0.04% | +3,414+8.5% | Added |
| Epoch Investment Partners, Inc. | 43,411 | $2.79M | 0.02% | +26,234+152.7% | Added |
| Chicago Trust Co NA | 43,286 | $2.79M | 0.70% | −333−0.8% | Reduced |
| Phoenix Holdings Ltd. | 43,280 | $2.79M | 0.05% | −1,955−4.3% | Reduced |
| Portland Global Advisors LLC | 42,983 | $2.77M | 0.46% | −575−1.3% | Reduced |
| Kestra Private Wealth Services, LLC | 42,434 | $2.73M | 0.09% | +15,281+56.3% | Added |
| Jarislowsky, Fraser Ltd | 41,777 | $2.69M | 0.02% | −6,395−13.3% | Reduced |
| Bulltick Wealth Management, LLC | 41,774 | $2.69M | 0.67% | −36,500−46.6% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.67M | 0.38% | 00.0% | Unchanged |
| First Hawaiian Bank | 40,998 | $2.64M | 0.09% | −1,022−2.4% | Reduced |
| Advisors Management Group Inc | 40,927 | $2.63M | 0.80% | −572−1.4% | Reduced |
| Private Advisor Group, LLC | 40,362 | $2.60M | 0.02% | −1,126−2.7% | Reduced |
| Integrated Wealth Concepts LLC | 40,158 | $2.59M | 0.05% | −2,157−5.1% | Reduced |
| Foster & Motley Inc | 40,151 | $2.58M | 0.21% | −1,115−2.7% | Reduced |
| CSS LLC | 39,928 | $2.57M | 0.21% | +15,000+60.2% | Added |
| Cannell Peter B & Co Inc | 39,630 | $2.55M | 0.09% | +200+0.5% | Added |
| HB Wealth Management, LLC | 39,554 | $2.55M | 0.04% | −5,633−12.5% | Reduced |
| Horan Capital Advisors, LLC. | 39,508 | $2.54M | 1.02% | −1,819−4.4% | Reduced |
| Snowden Capital Advisors LLC | 38,635 | $2.49M | 0.11% | −1,296−3.2% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.48M | 0.68% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 38,490 | $2.48M | 0.24% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 37,996 | $2.45M | 0.09% | −113−0.3% | Reduced |
| AE Wealth Management LLC | 37,612 | $2.42M | 0.01% | −950−2.5% | Reduced |
| Earnest Partners LLC | 37,066 | $2.39M | 0.01% | +123+0.3% | Added |
| Altrafin AG | 37,002 | $2.38M | 1.04% | −4,548−10.9% | Reduced |
| Rafferty Asset Management, LLC | 36,517 | $2.35M | 0.01% | −1,238−3.3% | Reduced |
| SeaCrest Wealth Management, LLC | 36,332 | $2.34M | 0.30% | −1,148−3.1% | Reduced |
| Brown Advisory Inc | 35,950 | $2.31M | 0.00% | +2,907+8.8% | Added |
| Bahl & Gaynor Inc | 35,850 | $2.31M | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 35,831 | $2.31M | 0.27% | +35,831 | New |
| Quinn Opportunity Partners LLC | 35,046 | $2.26M | 0.30% | 00.0% | Unchanged |
| GFS Advisors, LLC | 35,028 | $2.25M | 0.35% | +35,028 | New |
| Sierra Capital LLC | 34,993 | $2.25M | 0.36% | +66+0.2% | Added |
| Trustmark National Bank Trust Department | 34,761 | $2.24M | 0.22% | −12,714−26.8% | Reduced |
| Recurrent Investment Advisors LLC | 84,761 | $2.22M | 0.33% | −12,662−13.0% | Reduced |
| Advisory Services Network, LLC | 34,267 | $2.21M | 0.06% | −1,651−4.6% | Reduced |
| Valeo Financial Advisors, LLC | 34,255 | $2.21M | 0.10% | −9,261−21.3% | Reduced |
| Waters Parkerson & Co., LLC | 34,231 | $2.20M | 0.13% | −553−1.6% | Reduced |
| TD Private Client Wealth LLC | 33,995 | $2.19M | 0.09% | +21,690+176.3% | Added |
| ExodusPoint Capital Management, LP | 33,883 | $2.18M | 0.03% | −563,184−94.3% | Reduced |
| Quadrant Capital Group LLC | 33,164 | $2.14M | 0.21% | +2,747+9.0% | Added |
| BBR Partners, LLC | 33,157 | $2.13M | 0.24% | +33,157 | New |
| Mitchell Capital Management Co | 32,903 | $2.12M | 0.50% | −97−0.3% | Reduced |
| Sequoia Financial Advisors, LLC | 32,812 | $2.11M | 0.04% | +780+2.4% | Added |
| Octavia Wealth Advisors, LLC | 32,591 | $2.10M | 0.43% | −165−0.5% | Reduced |
| Lakeview Capital Partners, LLC | 32,451 | $2.09M | 0.41% | +3,926+13.8% | Added |
| GWM Advisors LLC | 32,243 | $2.08M | 0.02% | +7,704+31.4% | Added |
| Simmons Bank | 32,043 | $2.06M | 0.18% | −1,474−4.4% | Reduced |
| Leavell Investment Management, Inc. | 31,749 | $2.04M | 0.14% | +550+1.8% | Added |
| Burney Co | 31,668 | $2.04M | 0.10% | −1,054−3.2% | Reduced |
| Portside Wealth Group, LLC | 31,249 | $2.01M | 0.38% | −3,410−9.8% | Reduced |
| Flow Traders U.S. LLC | 30,904 | $1.99M | 0.09% | +30,904 | New |
| National Asset Management, Inc. | 30,899 | $1.99M | 0.05% | +3,192+11.5% | Added |
| Haverford Trust Co | 30,846 | $1.99M | 0.02% | −232−0.7% | Reduced |
| Financial Counselors Inc | 30,779 | $1.98M | 0.04% | +176+0.6% | Added |
| Boston Private Wealth LLC | 30,774 | $1.98M | 0.04% | −1,546−4.8% | Reduced |
| Game Creek Capital, LP | 30,625 | $1.97M | 1.31% | −625−2.0% | Reduced |
| Insigneo Advisory Services, LLC | 30,063 | $1.94M | 0.39% | +2,971+11.0% | Added |
| Credit Capital Investments LLC | 30,000 | $1.93M | 2.56% | −8,000−21.1% | Reduced |
| Stolper Co | 29,873 | $1.92M | 0.83% | −141−0.5% | Reduced |
| Umb Bank N A | 29,698 | $1.91M | 0.03% | +411+1.4% | Added |
| Prudential Financial Inc | 28,998 | $1.87M | 0.00% | +9,615+49.6% | Added |
| Mount Yale Investment Advisors, LLC | 28,401 | $1.83M | 0.20% | +12,374+77.2% | Added |
| Pitcairn Co | 28,201 | $1.82M | 0.15% | +2,665+10.4% | Added |
| Roberts Wealth Advisors, LLC | 26,402 | $1.80M | 0.79% | +218+0.8% | Added |
| Victory Capital Management Inc | 27,775 | $1.79M | 0.00% | −13,467−32.7% | Reduced |
| Gotham Asset Management, LLC | 27,759 | $1.79M | 0.04% | +27,759 | New |
| Meitav Dash Investments Ltd | 27,724 | $1.78M | 0.03% | −27,724−50.0% | Reduced |
| Perigon Wealth Management, LLC | 27,524 | $1.77M | 0.07% | −85−0.3% | Reduced |
| Highland Capital Management, LLC | 27,504 | $1.77M | 0.12% | +400+1.5% | Added |
| Iams Wealth Management, LLC | 27,503 | $1.77M | 1.23% | +27,503 | New |
| Altshuler Shaham Ltd | 27,486 | $1.77M | 0.05% | +20,847+314.0% | Added |
| Tandem Capital Management Corp | 27,246 | $1.75M | 1.20% | −207−0.8% | Reduced |
| Rhumbline Advisers | 27,123 | $1.75M | 0.00% | +385+1.4% | Added |
| Chelsea Counsel Co | 26,912 | $1.73M | 0.89% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 26,797 | $1.73M | 0.37% | +4,882+22.3% | Added |
| NewEdge Wealth, LLC | 26,783 | $1.72M | 0.05% | −1,394−4.9% | Reduced |