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 |
|---|---|---|---|---|---|
| Osborne Partners Capital Management, LLC | 16,417 | $1.06M | 0.08% | +169+1.0% | Added |
| Ingalls & Snyder LLC | 16,404 | $1.06M | 0.05% | −48−0.3% | Reduced |
| Koshinski Asset Management, Inc. | 16,389 | $1.06M | 0.12% | −895−5.2% | Reduced |
| Radnor Capital Management, LLC | 16,353 | $1.05M | 0.21% | +16,353 | New |
| Hilltop Holdings Inc. | 16,242 | $1.05M | 0.13% | +1,770+12.2% | Added |
| Baker Ellis Asset Management LLC | 16,200 | $1.04M | 0.19% | 00.0% | Unchanged |
| Busey Wealth Management | 16,180 | $1.04M | 0.04% | −1,026−6.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 16,067 | $1.03M | 0.24% | +677+4.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 16,000 | $1.03M | 0.01% | +16,000 | New |
| Marietta Investment Partners LLC | 15,924 | $1.03M | 0.29% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 15,784 | $1.02M | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 15,782 | $1.02M | 0.18% | +5,023+46.7% | Added |
| Verdence Capital Advisors LLC | 15,775 | $1.02M | 0.11% | +6,923+78.2% | Added |
| HBK Sorce Advisory LLC | 15,740 | $1.01M | 0.04% | +295+1.9% | Added |
| Intrua Financial, LLC | 15,594 | $1.00M | 0.18% | −868−5.3% | Reduced |
| Wambolt & Associates, LLC | 15,769 | $999.1K | 0.36% | +1,936+14.0% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $996.0K | 0.02% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 15,423 | $993.0K | 0.17% | −1,377−8.2% | Reduced |
| Pittenger & Anderson Inc | 15,415 | $992.4K | 0.05% | +15,415 | New |
| Perpetual Ltd | 15,294 | $984.6K | 0.01% | −10,118,681−99.8% | Reduced |
| Wealth Alliance | 15,280 | $983.7K | 0.16% | −402−2.6% | Reduced |
| Capital Wealth Planning, LLC | 15,120 | $973.4K | 0.01% | +7,440+96.9% | Added |
| Penserra Capital Management LLC | 15,120 | $973.0K | 0.02% | +7,440+96.9% | Added |
| XTX Topco Ltd | 14,978 | $964.3K | 0.16% | +7,179+92.1% | Added |
| Beck Mack & Oliver LLC | 14,757 | $950.1K | 0.02% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 14,710 | $947.0K | 0.10% | +27+0.2% | Added |
| MidWestOne Financial Group, Inc. | 14,697 | $946.2K | 0.21% | +4,307+41.5% | Added |
| Confluence Investment Management LLC | 14,670 | $944.5K | 0.01% | 00.0% | Unchanged |
| Banco de Sabadell, S.A | 14,649 | $941.0K | 0.82% | −529−3.5% | Reduced |
| Dearborn Partners LLC | 14,608 | $940.5K | 0.04% | −2,331−13.8% | Reduced |
| Cape Cod Five Cents Savings Bank | 14,560 | $937.4K | 0.05% | +7,255+99.3% | Added |
| Kingsview Wealth Management, LLC | 14,508 | $934.0K | 0.03% | −953−6.2% | Reduced |
| American Financial Group Inc | 14,500 | $934.0K | 0.32% | 00.0% | Unchanged |
| Navellier & Associates Inc | 14,450 | $930.3K | 0.16% | +310+2.2% | Added |
| Summit Global Investments | 14,440 | $930.0K | 0.06% | −416−2.8% | Reduced |
| Clarius Group, LLC | 14,414 | $928.0K | 0.09% | −315−2.1% | Reduced |
| First National Bank of Omaha | 14,402 | $927.2K | 0.06% | −298−2.0% | Reduced |
| Eqis Capital Management, Inc. | 14,342 | $923.4K | 0.11% | −3,403−19.2% | Reduced |
| Puzo Michael J | 14,250 | $917.4K | 0.31% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 14,240 | $916.8K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 14,140 | $910.3K | 0.12% | +209+1.5% | Added |
| Ellsworth Advisors, LLC | 13,357 | $909.6K | 0.32% | +131+1.0% | Added |
| Trust Co of Toledo NA | 14,118 | $908.9K | 0.18% | +14,118 | New |
| EP Wealth Advisors, LLC | 14,096 | $907.5K | 0.01% | +7,423+111.2% | Added |
| Hayek Kallen Investment Management | 14,044 | $904.0K | 0.40% | +21+0.1% | Added |
| SYSTM Wealth Solutions LLC | 13,999 | $901.3K | 0.14% | +5,037+56.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 13,995 | $901.0K | 0.08% | −759−5.1% | Reduced |
| Mairs & Power Inc | 13,920 | $896.2K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 13,819 | $889.7K | 0.02% | +18+0.1% | Added |
| Gamco Investors, Inc. Et Al | 13,767 | $886.3K | 0.01% | +863+6.7% | Added |
| Marks Group Wealth Management, Inc | 13,708 | $882.5K | 0.11% | +2,794+25.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,617 | $876.6K | 0.14% | +4,336+46.7% | Added |
| Arkadios Wealth Advisors | 13,549 | $872.3K | 0.08% | +2,746+25.4% | Added |
| Sage Rhino Capital LLC | 13,523 | $870.6K | 0.24% | −31−0.2% | Reduced |
| Tiaa Trust, National Association | 13,481 | $867.9K | 0.00% | +13,481 | New |
| Central Trust Co | 13,377 | $861.2K | 0.02% | −65−0.5% | Reduced |
| Sunbelt Securities, Inc. | 13,318 | $857.4K | 0.12% | +84+0.6% | Added |
| Hancock Whitney Corp | 13,244 | $852.6K | 0.04% | +371+2.9% | Added |
| Dorsey & Whitney Trust CO LLC | 13,218 | $851.0K | 0.07% | +412+3.2% | Added |
| Lake Street Advisors Group, LLC | 13,082 | $842.0K | 0.05% | −354−2.6% | Reduced |
| Crewe Advisors LLC | 13,022 | $838.4K | 0.14% | 00.0% | Unchanged |
| Mather Group, LLC. | 12,918 | $831.7K | 0.01% | −1,159−8.2% | Reduced |
| Toronto Dominion Bank | 12,858 | $827.8K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 12,841 | $826.7K | 0.27% | −122−0.9% | Reduced |
| Hudson Portfolio Management LLC | 12,810 | $824.7K | 0.94% | −105−0.8% | Reduced |
| True Wealth Design, LLC | 12,787 | $823.2K | 0.28% | −870−6.4% | Reduced |
| Texas Yale Capital Corp. | 12,758 | $821.4K | 0.04% | −386−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 12,746 | $820.6K | 0.01% | −507−3.8% | Reduced |
| DMG Group, LLC | 12,623 | $812.7K | 0.82% | +1,088+9.4% | Added |
| Wealthcare Advisory Partners LLC | 12,600 | $811.1K | 0.04% | +2,162+20.7% | Added |
| Shoker Investment Counsel, Inc. | 12,564 | $808.9K | 0.35% | −1,281−9.3% | Reduced |
| Wolverine Trading, LLC | 12,498 | $804.6K | 0.01% | +1,990+18.9% | Added |
| Farmers & Merchants Investments Inc | 12,420 | $799.6K | 0.03% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 12,401 | $798.4K | 0.04% | +5,345+75.8% | Added |
| ETF Store, Inc. | 11,588 | $793.6K | 0.57% | +64+0.6% | Added |
| GFG Capital, LLC | 12,284 | $790.8K | 0.26% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 12,271 | $790.0K | 0.89% | +60+0.5% | Added |
| Balentine LLC | 12,256 | $789.1K | 0.03% | −41−0.3% | Reduced |
| Waverton Investment Management Ltd | 12,248 | $788.6K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,240 | $788.0K | 0.12% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 12,149 | $782.2K | 0.41% | 00.0% | Unchanged |
| First Manhattan Co | 12,142 | $781.7K | 0.00% | −365−2.9% | Reduced |
| Bessemer Group Inc | 12,112 | $780.0K | 0.00% | −1,725−12.5% | Reduced |
| Mutual Advisors, LLC | 12,108 | $779.5K | 0.03% | +1,294+12.0% | Added |
| Lido Advisors, LLC | 11,948 | $769.2K | 0.01% | −899−7.0% | Reduced |
| CAPROCK Group, Inc. | 11,941 | $768.8K | 0.06% | +333+2.9% | Added |
| Pacific Global Investment Management CO | 11,937 | $768.5K | 0.17% | +50.0% | Added |
| Legacy Financial Advisors, Inc. | 11,800 | $759.7K | 0.15% | +1,110+10.4% | Added |
| Profund Advisors LLC | 11,794 | $759.3K | 0.04% | −697−5.6% | Reduced |
| Capital Investment Advisors, LLC | 11,780 | $758.4K | 0.02% | −183−1.5% | Reduced |
| First Horizon Advisors, Inc. | 11,733 | $755.4K | 0.03% | +525+4.7% | Added |
| Wade G W & Inc | 11,712 | $754.0K | 0.03% | −502−4.1% | Reduced |
| Crawford Investment Counsel Inc | 11,690 | $752.6K | 0.02% | +720+6.6% | Added |
| Birmingham Capital Management Co Inc | 11,605 | $747.1K | 0.31% | −125−1.1% | Reduced |
| Lincoln National Corp | 11,541 | $743.0K | 0.01% | +3,641+46.1% | Added |
| Apollon Wealth Management, LLC | 11,451 | $737.2K | 0.04% | +728+6.8% | Added |
| Proequities, Inc. | 11,423 | $735.4K | 0.06% | −296−2.5% | Reduced |
| Brookstone Capital Management | 10,743 | $731.6K | 0.02% | +6,455+150.5% | Added |
| DFPG Investments, LLC | 11,248 | $729.0K | 0.07% | −120−1.1% | Reduced |
| Henry James International Management, Inc. | 11,272 | $725.7K | 0.31% | 00.0% | Unchanged |