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 |
|---|---|---|---|---|---|
| Auxier Asset Management | 16,596 | $912.0K | 0.14% | +16,596 | New |
| Pinnacle Wealth Planning Services, Inc. | 16,569 | $910.0K | 0.17% | +16,569 | New |
| Next Level Private LLC | 16,556 | $909.0K | 0.73% | +16,556 | New |
| Confluence Investment Management LLC | 16,481 | $905.0K | 0.01% | +16,481 | New |
| Integrated Wealth Concepts LLC | 16,450 | $904.0K | 0.03% | +16,450 | New |
| MAI Capital Management | 16,418 | $902.0K | 0.02% | +16,418 | New |
| Atria Wealth Solutions, Inc. | 16,393 | $901.0K | 0.01% | +16,393 | New |
| Marietta Investment Partners LLC | 16,323 | $897.0K | 0.20% | +16,323 | New |
| LMCG Investments, LLC | 16,203 | $890.0K | 0.05% | +16,203 | 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 |
| Profund Advisors LLC | 16,070 | $883.0K | 0.04% | +16,070 | New |
| McKinley Capital Management LLC /Delaware | 15,916 | $874.0K | 0.09% | +15,916 | New |
| Wealth Alliance | 15,868 | $872.0K | 0.18% | +15,868 | New |
| Dorsey & Whitney Trust CO LLC | 15,808 | $869.0K | 0.08% | +15,808 | 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 |
| 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 |
| Prudential Financial Inc | 15,338 | $843.0K | 0.00% | +15,338 | New |
| Parallax Volatility Advisers, L.P. | 15,169 | $833.0K | 0.02% | +15,169 | New |
| McDonald Partners LLC | 15,016 | $825.0K | 0.18% | +15,016 | New |
| Total Investment Management Inc | 15,000 | $824.0K | 0.16% | +15,000 | New |
| Thornburg Investment Management Inc | 14,904 | $819.0K | 0.01% | +14,904 | New |
| Henshaw Capital LLC | 14,855 | $816.0K | 0.05% | +14,855 | New |
| Atlas Capital Advisors LLC | 14,838 | $815.1K | 0.13% | +14,838 | New |
| Dorchester Wealth Management Co | 11,825 | $812.0K | 0.13% | +11,825 | New |
| Chesley Taft & Associates LLC | 14,440 | $808.0K | 0.05% | +14,440 | New |
| Gamco Investors, Inc. Et Al | 14,692 | $807.0K | 0.01% | +14,692 | New |
| Snowden Capital Advisors LLC | 14,569 | $800.0K | 0.03% | +14,569 | New |
| Kayne Anderson Rudnick Investment Management LLC | 14,545 | $799.0K | 0.00% | +14,545 | 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 |
| Energy Opportunities Capital Management, LLC | 14,425 | $792.0K | 1.89% | +14,425 | New |
| Vontobel Holding Ltd. | 14,400 | $791.0K | 0.01% | +14,400 | New |
| Sigma Planning Corp | 14,348 | $788.0K | 0.02% | +14,348 | New |
| Tiaa, FSB | 14,255 | $783.0K | 0.00% | +14,255 | 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 |
| Vestmark Advisory Solutions, Inc. | 13,946 | $766.0K | 0.04% | +13,946 | New |
| Bank of Hawaii | 13,821 | $759.0K | 0.04% | +13,821 | New |
| King Luther Capital Management Corp | 13,801 | $758.0K | 0.00% | +13,801 | New |
| Hayek Kallen Investment Management | 13,766 | $756.0K | 0.28% | +13,766 | New |
| Hunter Associates Investment Management LLC | 13,554 | $745.0K | 0.24% | +13,554 | New |
| Shufro Rose & Co LLC | 13,550 | $744.0K | 0.06% | +13,550 | New |
| Amica Retiree Medical Trust | 13,528 | $743.0K | 0.69% | +13,528 | New |
| Clearstead Advisors, LLC | 13,513 | $742.0K | 0.05% | +13,513 | New |
| GFG Capital, LLC | 13,494 | $741.0K | 0.22% | +13,494 | New |
| WealthTrust Axiom LLC | 13,408 | $736.0K | 0.23% | +13,408 | 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 |
| Cubist Systematic Strategies, LLC | 13,281 | $730.0K | 0.01% | +13,281 | New |
| Hudson Portfolio Management LLC | 13,280 | $729.0K | 0.64% | +13,280 | New |
| Trust Co of Vermont | 13,169 | $723.0K | 0.05% | +13,169 | New |
| Falcon Wealth Planning | 13,048 | $717.0K | 0.22% | +13,048 | New |
| Federation des caisses Desjardins du Quebec | 13,013 | $714.8K | 0.01% | +13,013 | New |
| Clal Insurance Enterprises Holdings Ltd | 13,000 | $714.0K | 0.01% | +13,000 | New |
| Birmingham Capital Management Co Inc | 12,600 | $692.0K | 0.24% | +12,600 | New |
| Aull & Monroe Investment Management Corp | 12,552 | $689.0K | 0.31% | +12,552 | New |
| Retirement Planning Co of New England, Inc. | 12,523 | $687.0K | 0.39% | +12,523 | 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 |
| Checchi Capital Advisers, LLC | 12,366 | $679.0K | 0.07% | +12,366 | New |
| Old National Bancorp | 12,329 | $677.0K | 0.03% | +12,329 | New |
| CPWM, LLC | 12,327 | $677.0K | 0.05% | +12,327 | New |
| Waverton Investment Management Ltd | 12,248 | $673.0K | 0.02% | +12,248 | New |
| Penbrook Management LLC | 12,210 | $671.0K | 0.44% | +12,210 | New |
| Sage Rhino Capital LLC | 12,202 | $670.0K | 0.20% | +12,202 | New |
| First Wilshire Securities Management Inc | 12,174 | $669.0K | 0.24% | +12,174 | New |
| TCW Group Inc | 12,146 | $667.0K | 0.01% | +12,146 | New |
| Telemetry Investments, L.L.C. | 12,000 | $659.0K | 1.05% | +12,000 | New |
| Boston Private Wealth LLC | 11,978 | $658.0K | 0.01% | +11,978 | 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 |
| First Horizon Advisors, Inc. | 11,904 | $654.0K | 0.04% | +11,904 | New |
| Schnieders Capital Management LLC | 11,845 | $651.0K | 0.16% | +11,845 | 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 |
| Matthew Goff Investment Advisor, LLC | 11,810 | $649.0K | 0.15% | +11,810 | New |
| Pacific Global Investment Management CO | 11,777 | $647.0K | 0.13% | +11,777 | New |
| Ieq Capital, LLC | 11,631 | $639.0K | 0.02% | +11,631 | 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 |
| Stoneridge Investment Partners LLC | 11,600 | $637.0K | 0.30% | +11,600 | New |
| 9258 Wealth Management, LLC | 11,552 | $635.0K | 0.15% | +11,552 | New |
| Cutler Group LP | 11,458 | $629.0K | 0.06% | +11,458 | New |
| Laidlaw Wealth Management LLC | 11,444 | $629.0K | 0.11% | +11,444 | New |
| Credit Agricole S A | 11,395 | $626.0K | 0.02% | +11,395 | New |
| Samalin Investment Counsel, LLC | 11,267 | $619.0K | 0.38% | +11,267 | New |
| Lake Street Advisors Group, LLC | 11,211 | $616.0K | 0.04% | +11,211 | New |
| Ironsides Asset Advisors, LLC | 11,102 | $610.0K | 0.19% | +11,102 | New |
| Kingsview Wealth Management, LLC | 11,046 | $606.7K | 0.03% | +11,046 | New |
| North Star Investment Management Corp. | 11,005 | $605.0K | 0.05% | +11,005 | New |
| Parsons Capital Management Inc | 10,968 | $602.0K | 0.05% | +10,968 | New |
| Segall Bryant & Hamill, LLC | 10,884 | $597.0K | 0.01% | +10,884 | New |
| Capital Investment Advisors, LLC | 10,858 | $596.0K | 0.02% | +10,858 | New |
| Palladium Partners LLC | 10,733 | $590.0K | 0.03% | +10,733 | New |
| Elevated Capital Advisors, LLC | 10,706 | $588.0K | 0.19% | +10,706 | New |