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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Laidlaw Wealth Management LLC | 11,444 | $629.0K | 0.11% | +11,444 | New |
| 9258 Wealth Management, LLC | 11,552 | $635.0K | 0.15% | +11,552 | New |
| Stoneridge Investment Partners LLC | 11,600 | $637.0K | 0.30% | +11,600 | New |
| Mather Group, LLC. | 11,609 | $638.0K | 0.01% | +11,609 | New |
| Venture Visionary Partners LLC | 11,615 | $638.0K | 0.04% | +11,615 | New |
| Ieq Capital, LLC | 11,631 | $639.0K | 0.02% | +11,631 | New |
| Pacific Global Investment Management CO | 11,777 | $647.0K | 0.13% | +11,777 | New |
| Matthew Goff Investment Advisor, LLC | 11,810 | $649.0K | 0.15% | +11,810 | New |
| Woodmont Investment Counsel LLC | 11,825 | $650.0K | 0.08% | +11,825 | New |
| Aaron Wealth Advisors | 35,704 | $650.0K | 0.01% | +35,704 | New |
| Schnieders Capital Management LLC | 11,845 | $651.0K | 0.16% | +11,845 | New |
| First Horizon Advisors, Inc. | 11,904 | $654.0K | 0.04% | +11,904 | New |
| Strategic Global Advisors, LLC | 11,966 | $657.0K | 0.10% | +11,966 | New |
| Kovack Advisors, Inc. | 11,974 | $657.0K | 0.07% | +11,974 | New |
| Boston Private Wealth LLC | 11,978 | $658.0K | 0.01% | +11,978 | New |
| Telemetry Investments, L.L.C. | 12,000 | $659.0K | 1.05% | +12,000 | New |
| TCW Group Inc | 12,146 | $667.0K | 0.01% | +12,146 | New |
| First Wilshire Securities Management Inc | 12,174 | $669.0K | 0.24% | +12,174 | New |
| Sage Rhino Capital LLC | 12,202 | $670.0K | 0.20% | +12,202 | New |
| Penbrook Management LLC | 12,210 | $671.0K | 0.44% | +12,210 | New |
| Waverton Investment Management Ltd | 12,248 | $673.0K | 0.02% | +12,248 | New |
| Old National Bancorp | 12,329 | $677.0K | 0.03% | +12,329 | New |
| CPWM, LLC | 12,327 | $677.0K | 0.05% | +12,327 | New |
| Checchi Capital Advisers, LLC | 12,366 | $679.0K | 0.07% | +12,366 | New |
| Cadinha & Co LLC | 12,427 | $683.0K | 0.10% | +12,427 | New |
| Private Trust Co NA | 12,433 | $683.0K | 0.11% | +12,433 | New |
| Retirement Planning Co of New England, Inc. | 12,523 | $687.0K | 0.39% | +12,523 | New |
| Aull & Monroe Investment Management Corp | 12,552 | $689.0K | 0.31% | +12,552 | New |
| Birmingham Capital Management Co Inc | 12,600 | $692.0K | 0.24% | +12,600 | New |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $714.0K | 0.01% | +13,000 | New |
| Federation des caisses Desjardins du Quebec | 13,013 | $714.8K | 0.01% | +13,013 | New |
| Falcon Wealth Planning | 13,048 | $717.0K | 0.22% | +13,048 | New |
| Trust Co of Vermont | 13,169 | $723.0K | 0.05% | +13,169 | New |
| Hudson Portfolio Management LLC | 13,280 | $729.0K | 0.64% | +13,280 | New |
| Cubist Systematic Strategies, LLC | 13,281 | $730.0K | 0.01% | +13,281 | New |
| Baker Ellis Asset Management LLC | 13,300 | $731.0K | 0.13% | +13,300 | New |
| Archetype Wealth Partners | 13,300 | $731.0K | 0.19% | +13,300 | New |
| WealthTrust Axiom LLC | 13,408 | $736.0K | 0.23% | +13,408 | New |
| GFG Capital, LLC | 13,494 | $741.0K | 0.22% | +13,494 | New |
| Clearstead Advisors, LLC | 13,513 | $742.0K | 0.05% | +13,513 | New |
| Amica Retiree Medical Trust | 13,528 | $743.0K | 0.69% | +13,528 | New |
| Shufro Rose & Co LLC | 13,550 | $744.0K | 0.06% | +13,550 | New |
| Hunter Associates Investment Management LLC | 13,554 | $745.0K | 0.24% | +13,554 | New |
| Hayek Kallen Investment Management | 13,766 | $756.0K | 0.28% | +13,766 | New |
| King Luther Capital Management Corp | 13,801 | $758.0K | 0.00% | +13,801 | New |
| Bank of Hawaii | 13,821 | $759.0K | 0.04% | +13,821 | New |
| Vestmark Advisory Solutions, Inc. | 13,946 | $766.0K | 0.04% | +13,946 | New |
| Diligent Investors, LLC | 14,129 | $776.0K | 0.23% | +14,129 | New |
| Perigon Wealth Management, LLC | 14,123 | $776.0K | 0.05% | +14,123 | New |
| Tiaa, FSB | 14,255 | $783.0K | 0.00% | +14,255 | New |
| Sigma Planning Corp | 14,348 | $788.0K | 0.02% | +14,348 | New |
| Vontobel Holding Ltd. | 14,400 | $791.0K | 0.01% | +14,400 | New |
| Energy Opportunities Capital Management, LLC | 14,425 | $792.0K | 1.89% | +14,425 | New |
| American Financial Group Inc | 14,500 | $796.0K | 0.24% | +14,500 | New |
| Credit Capital Investments LLC | 14,500 | $796.0K | 0.74% | +14,500 | New |
| Parallel Advisors, LLC | 14,316 | $796.0K | 0.03% | +14,316 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14,545 | $799.0K | 0.00% | +14,545 | New |
| Snowden Capital Advisors LLC | 14,569 | $800.0K | 0.03% | +14,569 | New |
| Gamco Investors, Inc. Et Al | 14,692 | $807.0K | 0.01% | +14,692 | New |
| Chesley Taft & Associates LLC | 14,440 | $808.0K | 0.05% | +14,440 | New |
| Dorchester Wealth Management Co | 11,825 | $812.0K | 0.13% | +11,825 | New |
| Atlas Capital Advisors LLC | 14,838 | $815.1K | 0.13% | +14,838 | New |
| Henshaw Capital LLC | 14,855 | $816.0K | 0.05% | +14,855 | New |
| Thornburg Investment Management Inc | 14,904 | $819.0K | 0.01% | +14,904 | New |
| Total Investment Management Inc | 15,000 | $824.0K | 0.16% | +15,000 | New |
| McDonald Partners LLC | 15,016 | $825.0K | 0.18% | +15,016 | New |
| Parallax Volatility Advisers, L.P. | 15,169 | $833.0K | 0.02% | +15,169 | New |
| Prudential Financial Inc | 15,338 | $843.0K | 0.00% | +15,338 | New |
| Pin Oak Investment Advisors Inc | 15,565 | $855.0K | 0.91% | +15,565 | New |
| Mission Wealth Management, LP | 15,560 | $855.0K | 0.04% | +15,560 | New |
| Financial Advocates Investment Management | 15,560 | $855.0K | 0.06% | +15,560 | New |
| Puzo Michael J | 15,600 | $857.0K | 0.26% | +15,600 | New |
| Ameritas Advisory Services, LLC | 15,596 | $857.0K | 0.03% | +15,596 | New |
| Dorsey & Whitney Trust CO LLC | 15,808 | $869.0K | 0.08% | +15,808 | New |
| Wealth Alliance | 15,868 | $872.0K | 0.18% | +15,868 | New |
| McKinley Capital Management LLC /Delaware | 15,916 | $874.0K | 0.09% | +15,916 | New |
| Profund Advisors LLC | 16,070 | $883.0K | 0.04% | +16,070 | New |
| National Asset Management, Inc. | 16,079 | $885.0K | 0.03% | +16,079 | New |
| Cowa, LLC | 16,110 | $885.0K | 0.44% | +16,110 | New |
| LMCG Investments, LLC | 16,203 | $890.0K | 0.05% | +16,203 | New |
| Marietta Investment Partners LLC | 16,323 | $897.0K | 0.20% | +16,323 | New |
| Atria Wealth Solutions, Inc. | 16,393 | $901.0K | 0.01% | +16,393 | New |
| MAI Capital Management | 16,418 | $902.0K | 0.02% | +16,418 | New |
| Integrated Wealth Concepts LLC | 16,450 | $904.0K | 0.03% | +16,450 | New |
| Confluence Investment Management LLC | 16,481 | $905.0K | 0.01% | +16,481 | New |
| Next Level Private LLC | 16,556 | $909.0K | 0.73% | +16,556 | New |
| Pinnacle Wealth Planning Services, Inc. | 16,569 | $910.0K | 0.17% | +16,569 | New |
| Auxier Asset Management | 16,596 | $912.0K | 0.14% | +16,596 | New |
| Clifford Swan Investment Counsel LLC | 16,662 | $915.0K | 0.03% | +16,662 | New |
| American National Insurance Co | 16,750 | $920.0K | 0.25% | +16,750 | New |
| Rodgers Brothers Inc. | 16,850 | $926.0K | 0.17% | +16,850 | New |
| Covenant Partners, LLC | 16,874 | $927.0K | 0.37% | +16,874 | New |
| Nicholas Hoffman & Company, LLC. | 16,901 | $928.0K | 0.04% | +16,901 | New |
| CIBC Asset Management Inc | 16,973 | $932.0K | 0.00% | +16,973 | New |
| Shoker Investment Counsel, Inc. | 17,015 | $934.0K | 0.46% | +17,015 | New |
| Clarus Group, Inc. | 17,018 | $935.0K | 0.64% | +17,018 | New |
| First Manhattan Co | 17,078 | $938.0K | 0.00% | +17,078 | New |
| Ingalls & Snyder LLC | 17,197 | $945.0K | 0.04% | +17,197 | New |
| Bessemer Group Inc | 17,262 | $949.0K | 0.00% | +17,262 | New |
| HAP Trading, LLC | 17,589 | $966.0K | 0.11% | +17,589 | New |