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Livermore
Livermore
ZHEN

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, Q1 2022

Institutional positions in Shell plc as of Mar 31, 2022. 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
988
+976 vs. Q4 2021
Shares held
282.7M
+282.5M (+140,679.0%) vs. Q4 2021
Total value
$15.3B
+$15.3B (+173,279.4%) vs. Q4 2021
New holders
977
3 more added
Sold out
1
3 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 988 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2022: $15.3B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2021.

Institutions holding SHEL in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)1$00.00%+1New
Macroview Investment Management LLC8$00.00%+8New
Bollard Group LLC7$00.00%+7New
Lake Point Wealth Management7$00.00%+7New
Leelyn Smith, LLC8$00.00%+8New
Fortis Advisors, LLC24$1.00K0.00%+24New
Lloyd Advisory Services, LLC.14$1.00K0.00%+14New
Ten Capital Wealth Advisors, LLC25$1.00K0.00%+25New
Ameritas Investment Partners, Inc.44$2.00K0.00%+44New
Financial Enhancement Group LLC35$2.00K0.00%+35New
Gould Capital, LLC30$2.00K0.00%+30New
Raffa Wealth Management, LLC49$2.69K0.00%+25+104.2%Added
Winch Advisory Services, LLC63$3.00K0.00%+63New
Mascoma Wealth Management LLC54$3.00K0.00%+54New
Goodwin Investment Advisory50$3.00K0.00%+50New
Rockbridge Investment Management, LCC62$3.46K0.00%+62New
Moisand Fitzgerald Tamayo, LLC75$4.00K0.00%+75New
NVWM, LLC72$4.00K0.00%+72New
Center for Financial Planning, Inc.80$4.00K0.00%+80New
Blume Capital Management, Inc.100$5.00K0.00%+100New
Carolinas Wealth Consulting LLC89$5.00K0.00%+89New
McCarthy Asset Management, Inc.100$5.00K0.00%+100New
CFS Investment Advisory Services, LLC269,157$5.00K0.02%+269,157New
Beaird Harris Wealth Management, LLC100$5.00K0.00%+100New
Halpern Financial, Inc.100$5.49K0.00%00.0%Unchanged
Northwest Investment Counselors, LLC117$6.00K0.00%+117New
Sage Private Wealth Group, LLC112$6.00K0.01%+112New
Cowen Prime Advisors LLC112$6.00K0.00%+112New
Quent Capital, LLC108$6.00K0.00%+108New
Valley National Advisers Inc130$7.00K0.00%+130New
Sageworth Trust Co of South Dakota125$7.00K0.01%+125New
Riggs Asset Managment Co. Inc.140$8.00K0.00%+140New
Coastal Capital Group, Inc.140$8.00K0.00%+140New
Federated Hermes, Inc.179$10.0K0.00%+179New
Cornerstone Management, Inc.200$11.0K0.00%+200New
Evermay Wealth Management LLC200$11.0K0.00%+200New
Okabena Investment Services Inc202$11.0K0.00%+202New
Spectrum Management Group, LLC202$11.0K0.00%+202New
Cribstone Capital Management, LLC200$11.0K0.01%+200New
Sterling Investment Advisors, Ltd.200$11.0K0.00%+200New
Retirement Group, LLC197$11.0K0.00%+197New
Costello Asset Management, INC200$11.0K0.01%+200New
Prestige Wealth Management Group LLC200$11.0K0.00%+200New
Pacifica Partners Inc.205$11.0K0.01%+205New
Mine & Arao Wealth Creation & Management, LLC.200$11.0K0.01%+200New
Cranbrook Wealth Management, LLC227$12.0K0.00%+227New
Cedar Wealth Management, LLC216$12.0K0.00%+216New
Howe & Rusling Inc233$13.0K0.00%+233New
Central Bank & Trust Co230$13.0K0.00%+230New
JJJ Advisors Inc.234$13.0K0.00%+234New
Ellis Investment Partners, LLC250$13.0K0.00%+250New
Bromfield Sneider Wealth Advisors230$13.0K0.01%+230New
Brewin Dolphin Wealth Management Ltd239$13.0K0.00%+239New
Hartford Financial Management Inc.250$14.0K0.00%+250New
Community Bank, N.A.260$14.0K0.00%+260New
PFG Private Wealth Management, LLC250$14.0K0.01%+250New
Johnson Financial Group, Inc.279$15.0K0.00%+279New
Atticus Wealth Management, LLC275$15.0K0.01%+275New
Blue Bell Private Wealth Management, LLC300$16.0K0.00%+300New
Antonetti Capital Management LLC300$16.0K0.02%+300New
AllSquare Wealth Management LLC300$16.0K0.01%+300New
Centerpoint Advisors, LLC300$16.0K0.01%+300New
HHM Wealth Advisors, LLC300$16.0K0.00%+300New
Hoese & Co LLP300$16.0K0.02%+300New
Ulland Investment Advisors, LLC300$16.0K0.01%+300New
Kelly Financial Services LLC299$16.4K0.01%+299New
Stephens Consulting, LLC300$16.5K0.01%+300New
Worth Asset Management, LLC300$17.0K0.01%+300New
Atwood & Palmer Inc324$18.0K0.00%+324New
Assetmark, Inc333$18.0K0.00%+333New
First Financial Corp350$19.0K0.01%+350New
Nisa Investment Advisors, LLC337$19.0K0.00%+337New
Orion Capital Management LLC363$20.0K0.01%+363New
Tradewinds Capital Management, LLC380$21.0K0.00%+380New
Motco394$22.0K0.00%+394New
GHP Investment Advisors, Inc.400$22.0K0.00%+400New
Tortoise Investment Management, LLC400$22.0K0.00%+400New
Heritage Wealth Management, LLC409$22.0K0.01%+409New
Column Capital Advisors, LLC426$23.0K0.00%+426New
Heritage Wealth Advisors420$23.0K0.00%+420New
FinTrust Capital Advisors, LLC415$23.0K0.01%+415New
PFS Partners, LLC428$23.5K0.02%+428New
MCF Advisors LLC430$24.0K0.00%+430New
Key Financial Inc429$24.0K0.01%+429New
Freedman Financial Associates, Inc.425$24.0K0.02%+425New
Meeder Asset Management Inc454$25.0K0.00%+454New
Lee Financial Co457$25.0K0.00%+457New
Win Advisors, Inc461$25.0K0.01%+461New
Exchange Traded Concepts, LLC471$26.0K0.00%+471New
Asset Dedication, LLC482$27.0K0.00%+482New
Creative Financial Designs Inc502$28.0K0.00%+502New
Pflug Koory, LLC510$28.0K0.01%+510New
Allspring Global Investments Holdings, LLC516$28.0K0.00%+516New
Godsey & Gibb Associates522$29.0K0.01%+522New
JNBA Financial Advisors524$29.0K0.00%+524New
Front Row Advisors LLC532$29.0K0.01%+532New
Hantz Financial Services, Inc.549$30.0K0.00%+549New
TCI Wealth Advisors, Inc.550$30.0K0.00%+550New
BerganKDV Wealth Management, LLC544$30.0K0.00%+544New
First Command Bank561$31.0K0.00%+561New