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 |
|---|---|---|---|---|---|
| Cowa, LLC | 26,599 | $1.71M | 1.16% | −274−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 26,585 | $1.71M | 0.83% | +24+0.1% | Added |
| State Street Corp | 26,495 | $1.71M | 0.00% | +165+0.6% | Added |
| Forum Financial Management, LP | 26,338 | $1.70M | 0.04% | +70.0% | Added |
| Two Sigma Investments, LP | 26,058 | $1.68M | 0.00% | +58+0.2% | Added |
| Park National Corp | 26,052 | $1.68M | 0.08% | +1,276+5.2% | Added |
| Kingswood Wealth Advisors, LLC | 25,908 | $1.67M | 0.29% | +25,908 | New |
| Cohen Capital Management, Inc. | 25,700 | $1.65M | 0.34% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 25,655 | $1.65M | 0.94% | +102+0.4% | Added |
| Regatta Capital Group, LLC | 25,575 | $1.65M | 0.52% | −968−3.6% | Reduced |
| Community Bank of Raymore | 25,400 | $1.64M | 0.76% | −1,000−3.8% | Reduced |
| Systrade AG | 25,000 | $1.61M | 1.39% | 00.0% | Unchanged |
| Grace & White Inc | 24,816 | $1.60M | 0.30% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 24,248 | $1.56M | 1.16% | +1,671+7.4% | Added |
| Howe & Rusling Inc | 24,132 | $1.55M | 0.18% | −262−1.1% | Reduced |
| Graham Capital Management, L.P. | 24,127 | $1.55M | 0.05% | +24,127 | New |
| Old National Bancorp | 23,979 | $1.54M | 0.04% | +796+3.4% | Added |
| Brooks, Moore & Associates, Inc. | 23,953 | $1.54M | 1.16% | +50.0% | Added |
| Barry Investment Advisors, LLC | 23,899 | $1.54M | 0.55% | −159−0.7% | Reduced |
| Vident Advisory, LLC | 23,877 | $1.54M | 0.05% | +23,877 | New |
| Hantz Financial Services, Inc. | 23,736 | $1.53M | 0.04% | +1,297+5.8% | Added |
| HRT Financial LP | 23,723 | $1.53M | 0.02% | +23,723 | New |
| Wesbanco Bank Inc | 23,673 | $1.52M | 0.07% | −390−1.6% | Reduced |
| Lowe Brockenbrough & Co Inc | 23,488 | $1.51M | 0.12% | −3,445−12.8% | Reduced |
| Howland Capital Management LLC | 23,400 | $1.51M | 0.09% | −175−0.7% | Reduced |
| Chilton Capital Management LLC | 23,171 | $1.49M | 0.08% | +465+2.0% | Added |
| King Luther Capital Management Corp | 23,050 | $1.48M | 0.01% | +3,574+18.4% | Added |
| HSBC Holdings PLC | 22,995 | $1.48M | 0.00% | +1,976+9.4% | Added |
| Level Four Advisory Services, LLC | 22,758 | $1.47M | 0.09% | +4,388+23.9% | Added |
| Ipswich Investment Management Co., Inc. | 22,657 | $1.46M | 0.40% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 22,481 | $1.45M | 0.12% | +8,901+65.5% | Added |
| Kelly Lawrence W & Associates Inc | 22,423 | $1.44M | 0.39% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,362 | $1.44M | 0.03% | +5,573+33.2% | Added |
| McKinley Capital Management LLC /Delaware | 22,324 | $1.44M | 0.20% | +366+1.7% | Added |
| Stock Yards Bank & Trust Co | 22,314 | $1.44M | 0.06% | −3,025−11.9% | Reduced |
| Avidian Wealth Solutions, LLC | 22,140 | $1.43M | 0.10% | −4,255−16.1% | Reduced |
| Altman Advisors, Inc. | 22,055 | $1.42M | 0.89% | +22,055 | New |
| Cutter & CO Brokerage, Inc. | 21,845 | $1.41M | 0.41% | −1,196−5.2% | Reduced |
| Johnson Investment Counsel Inc | 21,583 | $1.39M | 0.02% | −1,068−4.7% | Reduced |
| Coronation Fund Managers Ltd. | 21,395 | $1.38M | 0.04% | +5,349+33.3% | Added |
| Crescent Sterling, Ltd. | 21,358 | $1.38M | 1.45% | −255−1.2% | Reduced |
| GM Advisory Group, Inc. | 21,325 | $1.37M | 0.11% | −2,030−8.7% | Reduced |
| Checchi Capital Advisers, LLC | 21,020 | $1.35M | 0.13% | +1,103+5.5% | Added |
| Atlas Private Wealth Management | 20,960 | $1.35M | 0.72% | −80.0% | Reduced |
| Herold Advisors, Inc. | 20,820 | $1.34M | 0.41% | −790−3.7% | Reduced |
| Excalibur Management Corp | 20,781 | $1.34M | 0.70% | +42+0.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 20,731 | $1.33M | 0.01% | +10,839+109.6% | Added |
| MAI Capital Management | 20,358 | $1.31M | 0.02% | −68−0.3% | Reduced |
| Wellington Shields Capital Management, LLC | 20,325 | $1.31M | 0.17% | 00.0% | Unchanged |
| HAP Trading, LLC | 20,143 | $1.30M | 0.32% | +20,143 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18,904 | $1.30M | 0.01% | −3,484−15.6% | Reduced |
| SAL Trading, LLC | 20,122 | $1.30M | 4.51% | +20,122 | New |
| Red Spruce Capital, LLC | 20,073 | $1.29M | 0.73% | +460+2.3% | Added |
| Sowell Financial Services LLC | 20,008 | $1.29M | 0.08% | −5,777−22.4% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.29M | 0.18% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 19,994 | $1.29M | 0.15% | −400−2.0% | Reduced |
| WealthTrust Axiom LLC | 19,794 | $1.27M | 0.46% | +40.0% | Added |
| Hunter Associates Investment Management LLC | 19,817 | $1.27M | 0.26% | −2,400−10.8% | Reduced |
| Whittier Trust Co | 19,586 | $1.26M | 0.02% | +935+5.0% | Added |
| Israel Discount Bank of New York | 19,585 | $1.26M | 1.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,564 | $1.26M | 0.03% | +1,417+7.8% | Added |
| SOL Capital Management CO | 19,453 | $1.25M | 0.19% | −1,175−5.7% | Reduced |
| Manufacturers Life Insurance Company, The | 19,332 | $1.24M | 0.00% | −2,792−12.6% | Reduced |
| Cutler Group LP | 19,280 | $1.24M | 0.20% | +18,299+1,865.3% | Added |
| Independent Advisor Alliance | 19,250 | $1.24M | 0.06% | +87+0.5% | Added |
| Whittier Trust Co of Nevada Inc | 19,029 | $1.23M | 0.04% | −67−0.4% | Reduced |
| Meridian Wealth Management, LLC | 18,938 | $1.22M | 0.07% | +8,966+89.9% | Added |
| Sigma Planning Corp | 18,889 | $1.22M | 0.05% | +1,667+9.7% | Added |
| Wedbush Securities Inc | 18,894 | $1.22M | 0.06% | +395+2.1% | Added |
| SCP Investment, LP | 18,800 | $1.21M | 0.92% | +14,200+308.7% | Added |
| West Family Investments, Inc. | 18,791 | $1.21M | 0.42% | 00.0% | Unchanged |
| Solstein Capital, LLC | 18,577 | $1.20M | 1.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 18,463 | $1.19M | 0.04% | +3,068+19.9% | Added |
| Shufro Rose & Co LLC | 18,450 | $1.19M | 0.11% | −1,000−5.1% | Reduced |
| Auxier Asset Management | 18,381 | $1.18M | 0.20% | −50−0.3% | Reduced |
| Miracle Mile Advisors, LLC | 18,300 | $1.18M | 0.04% | −586−3.1% | Reduced |
| IFP Advisors, Inc | 18,268 | $1.18M | 0.05% | +993+5.7% | Added |
| WNY Asset Management, LLC | 18,169 | $1.17M | 0.23% | +623+3.6% | Added |
| BTC Capital Management, Inc. | 17,986 | $1.16M | 0.13% | +906+5.3% | Added |
| Greenleaf Trust | 17,876 | $1.15M | 0.01% | −257−1.4% | Reduced |
| Coppell Advisory Solutions LLC | 20,206 | $1.15M | 0.41% | −4,262−17.4% | Reduced |
| Bogart Wealth, LLC | 17,793 | $1.15M | 0.07% | −47−0.3% | Reduced |
| Glenview Trust Co | 17,789 | $1.15M | 0.03% | +23+0.1% | Added |
| Rodgers Brothers Inc. | 17,675 | $1.14M | 0.19% | +4,150+30.7% | Added |
| Nicholas Hoffman & Company, LLC. | 17,520 | $1.13M | 0.08% | −100−0.6% | Reduced |
| Guggenheim Capital LLC | 17,496 | $1.13M | 0.01% | +3,896+28.6% | Added |
| Vise Technologies, Inc. | 17,476 | $1.13M | 0.28% | −1,067−5.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 17,167 | $1.11M | 0.08% | −25,398−59.7% | Reduced |
| Lee Danner & Bass Inc | 17,045 | $1.10M | 0.10% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,987 | $1.09M | 0.07% | +2,042+13.7% | Added |
| Greystone Financial Group, LLC | 16,955 | $1.09M | 0.27% | −555−3.2% | Reduced |
| Americana Partners, LLC | 16,942 | $1.09M | 0.12% | +340+2.0% | Added |
| Royal Fund Management, LLC | 16,935 | $1.09M | 0.16% | +16,935 | New |
| Traynor Capital Management, Inc. | 16,765 | $1.08M | 0.14% | −540−3.1% | Reduced |
| Parallel Advisors, LLC | 16,740 | $1.08M | 0.04% | +661+4.1% | Added |
| apricus wealth, LLC | 15,880 | $1.07M | 0.94% | +4,400+38.3% | Added |
| Clifford Swan Investment Counsel LLC | 16,557 | $1.07M | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,527 | $1.06M | 0.02% | +1,750+11.8% | Added |
| Donoghue Forlines LLC | 16,494 | $1.06M | 0.38% | +2,144+14.9% | Added |
| Next Level Private LLC | 16,699 | $1.06M | 0.70% | +26+0.2% | Added |