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 |
|---|---|---|---|---|---|
| Berkshire Asset Management LLC | 6,225 | $400.8K | 0.02% | −893−12.5% | Reduced |
| Geneos Wealth Management Inc. | 6,212 | $399.9K | 0.02% | −148−2.3% | Reduced |
| Farmers Trust Co | 6,210 | $399.8K | 0.09% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,179 | $397.8K | 0.04% | +168+2.8% | Added |
| AIMZ Investment Advisors, LLC | 6,175 | $397.5K | 0.18% | −100−1.6% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,937 | $394.7K | 0.28% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 6,071 | $390.9K | 0.51% | −387−6.0% | Reduced |
| Wealthstream Advisors, Inc. | 6,068 | $390.7K | 0.20% | +6,068 | New |
| Retirement Investment Advisors, Inc. | 6,048 | $389.4K | 0.04% | +2,510+70.9% | Added |
| Texas Capital Bancshares Inc | 6,043 | $389.0K | 0.22% | −41−0.7% | Reduced |
| Hamel Associates, Inc. | 6,050 | $388.7K | 0.14% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 6,029 | $388.2K | 0.18% | +174+3.0% | Added |
| Alpha Omega Wealth Management LLC | 6,020 | $387.6K | 0.07% | −100−1.6% | Reduced |
| Aspen Grove Capital, LLC | 6,010 | $386.9K | 0.14% | +471+8.5% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $386.3K | 0.05% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,982 | $385.1K | 0.01% | +481+8.7% | Added |
| First National Bank of Hutchinson | 5,905 | $380.2K | 0.29% | +48+0.8% | Added |
| Naples Global Advisors, LLC | 5,837 | $375.8K | 0.05% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 5,835 | $375.7K | 0.09% | −157−2.6% | Reduced |
| Centaurus Financial, Inc. | 5,831 | $375.0K | 0.03% | +5,831 | New |
| Tevis Investment Management | 5,804 | $373.7K | 0.38% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,800 | $373.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,793 | $373.0K | 0.02% | +5,793 | New |
| KCM Investment Advisors LLC | 5,789 | $372.7K | 0.02% | −512−8.1% | Reduced |
| Mattern Wealth Management LLC | 5,775 | $371.8K | 0.11% | +175+3.1% | Added |
| Prio Wealth Limited Partnership | 5,774 | $371.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,155 | $371.7K | 0.10% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 5,709 | $367.5K | 0.19% | +5,709 | New |
| Atlantic Union Bankshares Corp | 5,637 | $362.9K | 0.04% | −81−1.4% | Reduced |
| Laidlaw Wealth Management LLC | 5,619 | $361.7K | 0.12% | −1,359−19.5% | Reduced |
| Levin Capital Strategies, L.P. | 5,617 | $361.6K | 0.05% | +400+7.7% | Added |
| Aries Wealth Management | 5,269 | $358.9K | 0.14% | −32−0.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,557 | $357.8K | 0.13% | −162−2.8% | Reduced |
| International Assets Investment Management, LLC | 5,493 | $356.6K | 0.05% | +94+1.7% | Added |
| Crestwood Advisors Group LLC | 5,530 | $356.0K | 0.01% | +5,530 | New |
| Bill Few Associates, Inc. | 5,493 | $353.6K | 0.18% | +750+15.8% | Added |
| Wealthsource Partners, LLC | 5,484 | $353.0K | 0.02% | −686−11.1% | Reduced |
| Outlook Wealth Advisors, LLC | 5,478 | $352.7K | 0.13% | +365+7.1% | Added |
| Investors Asset Management of Georgia Inc | 5,525 | $350.0K | 0.19% | −10−0.2% | Reduced |
| Prudent Man Advisors, LLC | 5,428 | $349.5K | 0.14% | −192−3.4% | Reduced |
| Lunt Capital Management, Inc. | 5,422 | $349.1K | 0.18% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,410 | $348.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5,405 | $348.0K | 0.08% | +91+1.7% | Added |
| Caption Management, LLC | 5,400 | $347.7K | 0.04% | +5,400 | New |
| StoneX Group Inc. | 5,339 | $343.7K | 0.04% | +5,339 | New |
| Blue Chip Partners, Inc. | 5,332 | $343.3K | 0.04% | +12+0.2% | Added |
| Greenfield Savings Bank | 5,298 | $341.1K | 0.21% | −15−0.3% | Reduced |
| Confluence Wealth Services, Inc. | 5,284 | $340.2K | 0.07% | +471+9.8% | Added |
| Sawyer & Company, Inc | 5,266 | $339.0K | 0.16% | −100−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 5,263 | $338.8K | 0.07% | +517+10.9% | Added |
| Bridges Investment Management Inc | 5,236 | $337.1K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 5,231 | $336.8K | 0.20% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 5,228 | $336.6K | 0.10% | +1,364+35.3% | Added |
| Stoneridge Investment Partners LLC | 5,145 | $331.0K | 0.16% | −3,840−42.7% | Reduced |
| SevenBridge Financial Group, LLC | 5,134 | $330.5K | 0.09% | +88+1.7% | Added |
| Apeiron RIA LLC | 5,114 | $329.2K | 0.11% | +57+1.1% | Added |
| AFS Financial Group, LLC | 5,106 | $328.7K | 0.22% | 00.0% | Unchanged |
| Ethic Inc. | 5,097 | $328.2K | 0.01% | +840+19.7% | Added |
| SG Americas Securities, LLC | 5,072 | $327.0K | 0.00% | −1,982−28.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 5,055 | $325.4K | 0.20% | +5+0.1% | Added |
| Modera Wealth Management, LLC | 5,000 | $321.9K | 0.01% | +10.0% | Added |
| RBF Capital, LLC | 5,000 | $321.9K | 0.02% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,994 | $321.5K | 0.01% | −197−3.8% | Reduced |
| Good Life Advisors, LLC | 4,975 | $320.3K | 0.04% | +1,220+32.5% | Added |
| Lawson Kroeker Investment Management Inc | 4,975 | $320.3K | 0.07% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 4,972 | $320.1K | 0.09% | +125+2.6% | Added |
| Founders Capital Management, LLC | 4,962 | $319.5K | 0.07% | +4,962 | New |
| Patten & Patten Inc | 4,958 | $319.2K | 0.03% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,950 | $318.7K | 0.12% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 4,920 | $316.7K | 0.01% | +1,034+26.6% | Added |
| Concorde Asset Management, LLC | 4,902 | $315.6K | 0.28% | +4,902 | New |
| Atlas Brown,Inc. | 4,842 | $311.7K | 0.14% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,834 | $311.2K | 0.08% | +402+9.1% | Added |
| Seven Mile Advisory | 4,833 | $311.1K | 0.33% | +345+7.7% | Added |
| Silverlake Wealth Management LLC | 4,821 | $310.4K | 0.17% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,800 | $309.0K | 0.09% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,749 | $305.8K | 0.02% | +1,070+29.1% | Added |
| AllSquare Wealth Management LLC | 4,700 | $302.6K | 0.20% | +2,000+74.1% | Added |
| Campbell & CO Investment Adviser LLC | 4,700 | $302.6K | 0.04% | +4,700 | New |
| TBH Global Asset Management, LLC | 4,673 | $300.9K | 0.06% | −299−6.0% | Reduced |
| BLB&B Advisors, LLC | 4,673 | $300.8K | 0.02% | +89+1.9% | Added |
| Chicago Capital, LLC | 4,664 | $300.3K | 0.01% | −37−0.8% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $299.7K | 0.01% | 00.0% | Unchanged |
| McAdam, LLC | 4,650 | $299.4K | 0.02% | +417+9.9% | Added |
| Roman Butler Fullerton & Co | 4,442 | $299.3K | 0.14% | +19+0.4% | Added |
| Kenfarb & Co. | 4,600 | $296.1K | 0.27% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 4,579 | $294.8K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 4,558 | $293.4K | 0.04% | −855−15.8% | Reduced |
| Chatham Capital Group, Inc. | 4,550 | $292.9K | 0.07% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $292.0K | 0.04% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 4,529 | $292.0K | 0.15% | −415−8.4% | Reduced |
| Crescent Grove Advisors, LLC | 4,529 | $291.5K | 0.04% | +36+0.8% | Added |
| Planned Solutions, Inc. | 4,521 | $291.1K | 0.18% | 00.0% | Unchanged |
| Leonteq Securities AG | 4,502 | $289.8K | 0.03% | −1,000−18.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,484 | $288.7K | 0.10% | −406−8.3% | Reduced |
| Aveo Capital Partners, LLC | 4,480 | $288.4K | 0.04% | +135+3.1% | Added |
| Keudell/Morrison Wealth Management | 4,477 | $288.2K | 0.09% | +924+26.0% | Added |
| Icon Wealth Partners, LLC | 4,474 | $288.0K | 0.03% | +810+22.1% | Added |
| Washington Trust Co | 4,463 | $287.3K | 0.01% | +56+1.3% | Added |
| Penobscot Investment Management Company, Inc. | 4,459 | $287.1K | 0.04% | +4,459 | New |