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, Q4 2021
Institutional positions in Shell plc as of Dec 31, 2021. 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
- 12
- +6 vs. Q3 2021
- Shares held
- 200.8K
- +196.9K (+5,056.9%) vs. Q3 2021
- Total value
- $8.81M
- +$8.63M (+4,929.9%) vs. Q3 2021
- New holders
- 8
- 0 more added
- Sold out
- 2
- 1 more reduced
Compare with Q3 2021: 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, Q4 2021
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barrett Asset Management, LLC | 96,935 | $4.21M | 0.16% | +96,935 | New |
| FNY Investment Advisers, LLC | 35,150 | $1.52M | 0.83% | +35,150 | New |
| Quest Investment Management LLC | 20,000 | $868.0K | 0.07% | +20,000 | New |
| Schechter Investment Advisors, LLC | 17,919 | $778.0K | 0.07% | +17,919 | New |
| Kozak & Associates, Inc. | 11,001 | $569.0K | 0.36% | +11,001 | New |
| Eagle Harbor Asset Management Inc | 11,324 | $491.5K | 0.65% | +11,324 | New |
| Silverlake Wealth Management LLC | 4,955 | $215.0K | 0.12% | +4,955 | New |
| Anchor Investment Management, LLC | 1,240 | $53.8K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,168 | $50.6K | 0.01% | +1,168 | New |
| Sutton Wealth Advisors Inc. | 994 | $43.1K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 100 | $4.34K | 0.00% | −236−70.2% | Reduced |
| Raffa Wealth Management, LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |