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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 8,010 | $515.7K | 0.19% | +130+1.6% | Added |
| Covenant Partners, LLC | 8,005 | $515.4K | 0.19% | +8,005 | New |
| Wallace Advisory Group, LLC | 8,516 | $514.2K | 0.37% | +263+3.2% | Added |
| Transcend Wealth Collective, LLC | 7,981 | $513.8K | 0.05% | +3,242+68.4% | Added |
| Northeast Investment Management | 7,953 | $512.0K | 0.03% | +325+4.3% | Added |
| Ellerson Group Inc | 7,951 | $511.9K | 0.48% | +980+14.1% | Added |
| Venture Visionary Partners LLC | 7,922 | $510.0K | 0.03% | +1,729+27.9% | Added |
| Parsons Capital Management Inc | 7,920 | $509.9K | 0.04% | −110−1.4% | Reduced |
| Alhambra Investment Partners LLC | 7,891 | $508.0K | 0.33% | 00.0% | Unchanged |
| NBT Bank N A | 7,850 | $505.4K | 0.05% | −2,000−20.3% | Reduced |
| Harbour Investments, Inc. | 7,772 | $500.4K | 0.03% | −139−1.8% | Reduced |
| Westwood Holdings Group Inc. | 7,770 | $500.0K | 0.00% | 00.0% | Unchanged |
| NTV Asset Management LLC | 7,758 | $499.5K | 0.09% | +4+0.1% | Added |
| Gables Capital Management Inc. | 7,740 | $498.3K | 0.35% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 7,661 | $493.2K | 0.01% | +246+3.3% | Added |
| Grimes & Company, Inc. | 7,604 | $489.6K | 0.02% | +12+0.2% | Added |
| Sentry LLC | 7,560 | $486.7K | 0.10% | −609−7.5% | Reduced |
| Choate Investment Advisors | 7,542 | $485.6K | 0.02% | +7,542 | New |
| RSM US Wealth Management LLC | 7,541 | $485.5K | 0.02% | +786+11.6% | Added |
| Stonegate Investment Group, LLC | 7,520 | $484.1K | 0.02% | −39−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 7,495 | $482.6K | 0.18% | −694−8.5% | Reduced |
| Atom Investors LP | 7,493 | $482.4K | 0.11% | +7,493 | New |
| Change Path, LLC | 7,491 | $482.0K | 0.03% | −1,539−17.0% | Reduced |
| Drive Wealth Management, LLC | 7,470 | $480.9K | 0.18% | +215+3.0% | Added |
| Cozad Asset Management Inc | 7,455 | $480.0K | 0.06% | +187+2.6% | Added |
| StrategIQ Financial Group, LLC | 7,425 | $478.0K | 0.06% | +20+0.3% | Added |
| Coulter & Justus Financial Services, LLC | 7,423 | $477.9K | 0.35% | −4,100−35.6% | Reduced |
| Cardiff Park Advisors, LLC | 7,330 | $471.9K | 0.06% | +63+0.9% | Added |
| West Oak Capital, LLC | 7,305 | $470.0K | 0.23% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 7,988 | $468.7K | 0.33% | −10,117−55.9% | Reduced |
| AlphaQ Advisors LLC | 7,261 | $467.5K | 0.41% | −525−6.7% | Reduced |
| Courier Capital LLC | 7,258 | $467.3K | 0.04% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 7,250 | $466.8K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,193 | $463.1K | 0.06% | −30−0.4% | Reduced |
| Harbour Capital Advisors, LLC | 7,182 | $462.4K | 0.14% | +432+6.4% | Added |
| RMB Capital Management, LLC | 7,113 | $457.9K | 0.02% | +12+0.2% | Added |
| Lindbrook Capital, LLC | 7,100 | $457.1K | 0.05% | +1,305+22.5% | Added |
| Vaughan David Investments LLC | 7,093 | $457.0K | 0.01% | −1,000−12.4% | Reduced |
| Summit Financial Group Inc | 7,025 | $452.3K | 0.19% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 7,024 | $452.2K | 0.29% | +134+1.9% | Added |
| Rothschild Investment Corp | 7,015 | $452.0K | 0.04% | +216+3.2% | Added |
| Baxter Bros Inc | 6,995 | $450.3K | 0.07% | −100−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,995 | $450.3K | 0.00% | +951+15.7% | Added |
| Founders Financial Alliance, LLC | 6,976 | $449.1K | 0.20% | −562−7.5% | Reduced |
| Cambridge Trust Co | 6,950 | $447.4K | 0.02% | 00.0% | Unchanged |
| First Foundation Advisors | 6,947 | $447.3K | 0.02% | +207+3.1% | Added |
| Rossmore Private Capital | 6,942 | $446.9K | 0.07% | −91−1.3% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 6,937 | $446.6K | 0.04% | −1,313−15.9% | Reduced |
| BKD Wealth Advisors, LLC | 6,923 | $445.7K | 0.01% | +827+13.6% | Added |
| Moody National Bank Trust Division | 6,906 | $444.6K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 6,900 | $444.2K | 0.01% | +3,000+76.9% | Added |
| Jacobi Capital Management LLC | 6,897 | $444.0K | 0.05% | −306−4.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 6,884 | $443.2K | 0.00% | −4,318−38.5% | Reduced |
| Gyroscope Capital Management Group, LLC | 6,882 | $443.1K | 0.10% | +55+0.8% | Added |
| Bank Hapoalim BM | 6,868 | $442.0K | 0.07% | +775+12.7% | Added |
| Wedmont Private Capital | 6,671 | $441.1K | 0.04% | +1,428+27.2% | Added |
| InTrack Investment Management Inc | 6,846 | $440.7K | 0.39% | +16+0.2% | Added |
| Argonautica Private Wealth Management, Inc | 6,838 | $440.2K | 0.20% | +70+1.0% | Added |
| Syntal Capital Partners, LLC | 6,826 | $439.5K | 0.34% | −420−5.8% | Reduced |
| Ropes Wealth Advisors LLC | 6,805 | $438.1K | 0.09% | −118−1.7% | Reduced |
| Steel Peak Wealth Management LLC | 6,802 | $437.9K | 0.03% | −5,300−43.8% | Reduced |
| LMCG Investments, LLC | 6,800 | $437.8K | 0.03% | −20.0% | Reduced |
| Thrivent Financial for Lutherans | 6,605 | $435.0K | 0.00% | +621+10.4% | Added |
| Avant Capital LLC | 6,748 | $434.4K | 0.50% | −146−2.1% | Reduced |
| Transform Wealth, LLC | 6,745 | $434.3K | 0.05% | −959−12.4% | Reduced |
| Headinvest, LLC | 6,852 | $434.1K | 0.09% | 00.0% | Unchanged |
| Apexium Financial, LP | 6,736 | $433.7K | 0.04% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 6,725 | $432.9K | 0.02% | +1,873+38.6% | Added |
| Element Wealth, LLC | 6,697 | $431.2K | 0.31% | +30.0% | Added |
| Westmount Partners, LLC | 6,673 | $429.6K | 0.19% | +81+1.2% | Added |
| Lloyd Advisory Services, LLC. | 6,665 | $429.1K | 0.14% | +6,665 | New |
| Norden Group LLC | 6,665 | $429.1K | 0.14% | +6,665 | New |
| Robertson Stephens Wealth Management, LLC | 6,633 | $427.0K | 0.03% | +14+0.2% | Added |
| TCTC Holdings, LLC | 6,574 | $423.2K | 0.02% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 6,539 | $421.0K | 0.02% | +921+16.4% | Added |
| Avestar Capital, LLC | 6,534 | $420.7K | 0.06% | −247−3.6% | Reduced |
| Chemistry Wealth Management LLC | 6,527 | $420.2K | 0.14% | +2,572+65.0% | Added |
| First National Trust Co | 6,526 | $420.1K | 0.02% | −66−1.0% | Reduced |
| Ledyard National Bank | 6,503 | $418.7K | 0.05% | −215−3.2% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $418.5K | 0.02% | 00.0% | Unchanged |
| Strategic Advisors LLC | 6,500 | $418.5K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 6,482 | $417.3K | 0.05% | −126−1.9% | Reduced |
| Eudaimonia Partners, LLC | 6,468 | $416.4K | 0.10% | −248−3.7% | Reduced |
| Sonora Investment Management Group, LLC | 6,467 | $416.3K | 0.04% | +221+3.5% | Added |
| New Republic Capital, LLC | 6,468 | $416.3K | 0.34% | −331−4.9% | Reduced |
| Sage Mountain Advisors LLC | 6,457 | $415.7K | 0.06% | +110+1.7% | Added |
| Insight 2811, Inc. | 6,455 | $415.6K | 0.24% | −200−3.0% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $415.0K | 0.27% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 6,433 | $414.2K | 0.10% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,386 | $411.1K | 0.04% | +574+9.9% | Added |
| Hanson & Doremus Investment Management | 6,386 | $411.0K | 0.08% | −70−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 6,363 | $409.7K | 0.11% | +6,363 | New |
| Gagnon Securities LLC | 6,294 | $405.2K | 0.10% | −100−1.6% | Reduced |
| Independence Bank of Kentucky | 6,283 | $404.5K | 0.17% | +80+1.3% | Added |
| Sittner & Nelson, LLC | 6,276 | $404.1K | 0.23% | −998−13.7% | Reduced |
| Advisors Capital Management, LLC | 6,248 | $402.0K | 0.01% | +413+7.1% | Added |
| Baron Wealth Management LLC | 6,235 | $401.4K | 0.26% | +694+12.5% | Added |
| Principle Wealth Partners LLC | 6,234 | $401.3K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,234 | $401.3K | 0.03% | +836+15.5% | Added |
| Cubic Asset Management, LLC | 6,230 | $401.1K | 0.11% | −517−7.7% | Reduced |