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 |
|---|---|---|---|---|---|
| Flagship Harbor Advisors, LLC | 11,243 | $723.8K | 0.06% | +34+0.3% | Added |
| Kozak & Associates, Inc. | 11,203 | $722.9K | 0.26% | +202+1.8% | Added |
| Eagle Asset Management Inc | 11,221 | $722.4K | 0.00% | −319−2.8% | Reduced |
| Archetype Wealth Partners | 11,200 | $721.0K | 0.15% | −69−0.6% | Reduced |
| GW Henssler & Associates Ltd | 11,167 | $718.9K | 0.05% | −970−8.0% | Reduced |
| Investors Research Corp | 11,157 | $718.3K | 0.19% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,108 | $715.1K | 0.02% | −690−5.8% | Reduced |
| NBC Securities, Inc. | 11,035 | $710.0K | 0.08% | +11,035 | New |
| PFG Investments, LLC | 11,019 | $709.4K | 0.13% | +618+5.9% | Added |
| Ironsides Asset Advisors, LLC | 11,002 | $708.3K | 0.32% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 10,953 | $705.2K | 0.02% | +132+1.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,919 | $703.0K | 0.00% | +111+1.0% | Added |
| Kovack Advisors, Inc. | 10,882 | $700.6K | 0.10% | −647−5.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,819 | $697.1K | 0.01% | +4,938+84.0% | Added |
| Schnieders Capital Management LLC | 10,810 | $695.9K | 0.16% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 10,801 | $695.4K | 0.52% | +10,801 | New |
| Glen Eagle Advisors, LLC | 10,774 | $693.6K | 0.16% | +686+6.8% | Added |
| Great Diamond Partners, LLC | 10,749 | $692.0K | 0.19% | +464+4.5% | Added |
| Bank of Hawaii | 10,712 | $689.6K | 0.04% | −4,333−28.8% | Reduced |
| Forefront Wealth Management Inc. | 10,636 | $684.7K | 0.96% | +6+0.1% | Added |
| Principal Street Partners, LLC | 10,562 | $680.0K | 0.13% | +5,281+100.0% | Added |
| Syon Capital LLC | 10,543 | $678.8K | 0.08% | +10,543 | New |
| Independent Financial Group, LLC | 10,455 | $673.1K | 0.04% | +304+3.0% | Added |
| Bradley Foster & Sargent Inc | 11,129 | $672.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 10,379 | $668.2K | 0.37% | −2,339−18.4% | Reduced |
| 9258 Wealth Management, LLC | 10,372 | $667.8K | 0.13% | −68−0.7% | Reduced |
| Circle Wealth Management, LLC | 10,310 | $663.8K | 0.02% | +2,247+27.9% | Added |
| Ameritas Advisory Services, LLC | 9,689 | $663.6K | 0.03% | −1,647−14.5% | Reduced |
| Empower Advisory Group, LLC | 10,267 | $661.0K | 0.00% | +2,080+25.4% | Added |
| Gradient Investments LLC | 10,226 | $658.3K | 0.02% | +577+6.0% | Added |
| Welch & Forbes LLC | 10,222 | $658.1K | 0.01% | +187+1.9% | Added |
| Smithfield Trust Co | 10,204 | $657.0K | 0.04% | +438+4.5% | Added |
| Eagle Rock Investment Company, LLC | 10,150 | $653.5K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 10,143 | $653.0K | 0.05% | +956+10.4% | Added |
| John G Ullman & Associates Inc | 10,100 | $650.2K | 0.11% | 00.0% | Unchanged |
| Penbrook Management LLC | 10,100 | $650.2K | 0.48% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 10,052 | $647.1K | 0.13% | +102+1.0% | Added |
| Northwest Capital Management Inc | 10,000 | $643.8K | 0.25% | 00.0% | Unchanged |
| Trust Co of Vermont | 9,904 | $637.6K | 0.04% | −835−7.8% | Reduced |
| Schulhoff & Co Inc | 9,837 | $633.3K | 0.32% | +20+0.2% | Added |
| Rosenberg Matthew Hamilton | 9,769 | $628.9K | 0.21% | −117−1.2% | Reduced |
| W Advisors, LLC | 9,764 | $628.6K | 0.52% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 9,670 | $622.6K | 0.67% | 00.0% | Unchanged |
| Clarus Group, Inc. | 9,655 | $621.6K | 0.45% | +209+2.2% | Added |
| Baker Tilly Wealth Management, LLC | 9,587 | $617.2K | 0.10% | −988−9.3% | Reduced |
| Diversified Trust Co | 9,555 | $615.1K | 0.02% | −60−0.6% | Reduced |
| Fruth Investment Management | 9,548 | $614.0K | 0.18% | 00.0% | Unchanged |
| Diligent Investors, LLC | 9,528 | $613.4K | 0.19% | −200−2.1% | Reduced |
| Janus Henderson Group PLC | 9,526 | $613.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,516 | $612.6K | 0.18% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $612.6K | 0.44% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 9,459 | $609.0K | 0.21% | +200+2.2% | Added |
| MSH Capital Advisors LLC | 9,455 | $608.7K | 0.24% | +446+5.0% | Added |
| Templeton & Phillips Capital Management, LLC | 9,430 | $607.1K | 0.64% | +9,430 | New |
| Coldstream Capital Management Inc | 9,274 | $597.1K | 0.02% | +2,121+29.7% | Added |
| Spire Wealth Management | 9,194 | $591.9K | 0.02% | +2,317+33.7% | Added |
| Private Trust Co NA | 9,184 | $591.3K | 0.08% | −308−3.2% | Reduced |
| First Wilshire Securities Management Inc | 9,174 | $591.0K | 0.20% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9,150 | $589.1K | 0.05% | −650−6.6% | Reduced |
| Wrapmanager Inc | 9,140 | $588.4K | 0.19% | −231−2.5% | Reduced |
| Resurgent Financial Advisors LLC | 9,127 | $587.6K | 0.40% | +112+1.2% | Added |
| Intrust Bank NA | 9,069 | $583.9K | 0.07% | +154+1.7% | Added |
| 180 Wealth Advisors, LLC | 9,042 | $582.1K | 0.13% | +328+3.8% | Added |
| Baldwin Investment Management, LLC | 9,029 | $581.3K | 0.10% | +250+2.8% | Added |
| Private Capital Management, LLC | 9,024 | $581.0K | 0.07% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,123 | $578.0K | 0.20% | +91+1.0% | Added |
| Estabrook Capital Management | 8,935 | $575.2K | 0.10% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 8,932 | $575.0K | 0.03% | +3,419+62.0% | Added |
| Plancorp, LLC | 8,910 | $573.7K | 0.03% | +23+0.3% | Added |
| Seed Wealth Management, Inc. | 8,865 | $570.7K | 0.64% | −170−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 9,430 | $570.0K | 0.01% | +2,810+42.4% | Added |
| Karpas Strategies, LLC | 8,852 | $569.9K | 0.21% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 8,825 | $568.2K | 0.06% | −3,000−25.4% | Reduced |
| Select Asset Management & Trust | 8,824 | $568.0K | 0.33% | 00.0% | Unchanged |
| Saturna Capital CORP | 8,799 | $566.5K | 0.01% | −500−5.4% | Reduced |
| Qtron Investments LLC | 8,798 | $566.4K | 0.11% | 00.0% | Unchanged |
| Romano Brothers and Company | 8,703 | $560.3K | 0.09% | −526−5.7% | Reduced |
| Stokes Family Office, LLC | 8,617 | $554.8K | 0.07% | +497+6.1% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $554.5K | 0.24% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,585 | $552.7K | 0.18% | −408−4.5% | Reduced |
| Boston Family Office LLC | 8,580 | $552.0K | 0.05% | 00.0% | Unchanged |
| Albert D Mason Inc | 8,459 | $545.0K | 0.39% | −248−2.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,392 | $540.3K | 0.01% | −699−7.7% | Reduced |
| Philadelphia Trust Co | 8,350 | $538.0K | 0.06% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 8,356 | $538.0K | 0.05% | +643+8.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,291 | $534.0K | 0.02% | −389−4.5% | Reduced |
| Gallacher Capital Management LLC | 8,243 | $530.7K | 0.33% | +362+4.6% | Added |
| Allworth Financial LP | 8,231 | $529.9K | 0.00% | +684+9.1% | Added |
| Raab & Moskowitz Asset Management LLC | 8,205 | $528.2K | 0.19% | −250−3.0% | Reduced |
| CWA Asset Management Group, LLC | 8,192 | $527.4K | 0.04% | −55−0.7% | Reduced |
| Zions Bancorporation, N.A. | 8,174 | $526.2K | 0.05% | +4,179+104.6% | Added |
| Gryphon Financial Partners LLC | 8,173 | $526.2K | 0.13% | −1,018−11.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,171 | $526.1K | 0.01% | −728−8.2% | Reduced |
| Bartlett & Co. LLC | 8,171 | $526.0K | 0.01% | −728−8.2% | Reduced |
| Nwam LLC | 8,131 | $523.5K | 0.05% | −2,846−25.9% | Reduced |
| WSFS Capital Management, LLC | 8,100 | $521.5K | 0.03% | +8,100 | New |
| PDS Planning, Inc | 8,078 | $520.1K | 0.07% | +304+3.9% | Added |
| Redhawk Wealth Advisors, Inc. | 8,078 | $520.0K | 0.17% | +8,078 | New |
| Argent Trust Co | 8,077 | $520.0K | 0.03% | −142−1.7% | Reduced |
| Ignite Planners, LLC | 8,235 | $516.0K | 0.16% | +20+0.2% | Added |