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 |
|---|---|---|---|---|---|
| Anchor Capital Advisors LLC | 10,676 | $586.0K | 0.01% | +10,676 | New |
| Bradley Foster & Sargent Inc | 10,603 | $582.0K | 0.01% | +10,603 | New |
| Pictet Bank & Trust Ltd | 10,600 | $582.0K | 0.33% | +10,600 | New |
| Forefront Wealth Management Inc. | 10,604 | $582.0K | 0.58% | +10,604 | New |
| Lazard Asset Management LLC | 10,577 | $580.0K | 0.00% | +10,577 | New |
| Successful Portfolios LLC | 10,561 | $580.0K | 0.33% | +10,561 | New |
| Henry James International Management, Inc. | 10,513 | $577.0K | 0.23% | +10,513 | New |
| Strategic Advisors LLC | 10,400 | $571.0K | 0.10% | +10,400 | New |
| Kozak & Associates, Inc. | 11,001 | $569.0K | 0.36% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 10,337 | $567.8K | 0.74% | −987−8.7% | Reduced |
| International Assets Investment Management, LLC | 10,323 | $567.0K | 0.10% | +10,323 | New |
| Sunbelt Securities, Inc. | 10,157 | $565.0K | 0.10% | +10,157 | New |
| Qtron Investments LLC | 10,261 | $564.0K | 0.13% | +10,261 | New |
| Enlightenment Research, LLC | 10,200 | $560.0K | 0.74% | +10,200 | New |
| Diversified Trust Co | 10,179 | $559.0K | 0.02% | +10,179 | New |
| Oxbow Advisors, LLC | 10,070 | $553.0K | 0.06% | +10,070 | New |
| Altium Wealth Management LLC | 10,076 | $553.0K | 0.04% | +10,076 | New |
| Thrivent Financial for Lutherans | 10,001 | $550.0K | 0.00% | +10,001 | New |
| Shelton Capital Management | 10,000 | $549.0K | 0.02% | +10,000 | New |
| Wrapmanager Inc | 9,991 | $549.0K | 0.15% | +9,991 | New |
| Northwest Capital Management Inc | 10,000 | $549.0K | 0.26% | +10,000 | New |
| Evoke Wealth, LLC | 9,994 | $549.0K | 0.02% | +9,994 | New |
| Independent Financial Group, LLC | 9,956 | $546.9K | 0.04% | +9,956 | New |
| Saturna Capital CORP | 9,949 | $546.0K | 0.01% | +9,949 | New |
| Investment Advisory Services Inc | 9,885 | $543.0K | 0.30% | +9,885 | New |
| W Advisors, LLC | 9,864 | $542.0K | 0.41% | +9,864 | New |
| Rosenberg Matthew Hamilton | 9,751 | $536.0K | 0.19% | +9,751 | New |
| Gables Capital Management Inc. | 9,740 | $535.0K | 0.34% | +9,740 | New |
| Estabrook Capital Management | 9,735 | $534.7K | 0.08% | +9,735 | New |
| Bank Hapoalim BM | 9,719 | $534.0K | 0.06% | +9,719 | New |
| Cape Cod Five Cents Savings Bank | 9,688 | $532.0K | 0.05% | +9,688 | New |
| Ausdal Financial Partners, Inc. | 9,627 | $529.0K | 0.07% | +9,627 | New |
| Janus Henderson Group PLC | 9,613 | $528.0K | 0.00% | +9,613 | New |
| Gradient Investments LLC | 9,580 | $526.0K | 0.01% | +9,580 | New |
| Fruth Investment Management | 9,573 | $525.0K | 0.15% | +9,573 | New |
| Change Path, LLC | 9,554 | $525.0K | 0.03% | +9,554 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $523.0K | 0.40% | +9,515 | New |
| Meridian Wealth Management, LLC | 9,527 | $523.0K | 0.06% | +9,527 | New |
| Boston Family Office LLC | 9,350 | $514.0K | 0.04% | +9,350 | New |
| Proequities, Inc. | 9,279 | $510.0K | 0.04% | +9,279 | New |
| Marks Group Wealth Management, Inc | 9,222 | $507.0K | 0.06% | +9,222 | New |
| Hanson & Doremus Investment Management | 9,212 | $506.0K | 0.11% | +9,212 | New |
| Kestra Private Wealth Services, LLC | 9,164 | $503.0K | 0.02% | +9,164 | New |
| Transform Wealth, LLC | 9,162 | $503.0K | 0.06% | +9,162 | New |
| BLB&B Advisors, LLC | 9,143 | $502.0K | 0.03% | +9,143 | New |
| Intersect Capital LLC | 9,123 | $501.0K | 0.10% | +9,123 | New |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $500.0K | 0.13% | +9,095 | New |
| Vaughan David Investments LLC | 9,075 | $498.0K | 0.01% | +9,075 | New |
| Laurel Wealth Advisors, Inc. | 9,065 | $498.0K | 0.04% | +9,065 | New |
| Montag A & Associates Inc | 8,975 | $493.0K | 0.03% | +8,975 | New |
| Argyle Capital Management Inc. | 8,972 | $493.0K | 0.16% | +8,972 | New |
| ICA Group Wealth Management, LLC | 8,208 | $493.0K | 0.09% | +8,208 | New |
| Raab & Moskowitz Asset Management LLC | 8,959 | $492.0K | 0.17% | +8,959 | New |
| Farmers Trust Co | 8,929 | $490.0K | 0.11% | +8,929 | New |
| NewEdge Wealth, LLC | 8,906 | $489.0K | 0.02% | +8,906 | New |
| Reynolds Investment Management, Inc. | 8,871 | $487.0K | 0.14% | +8,871 | New |
| Karpas Strategies, LLC | 8,852 | $486.0K | 0.15% | +8,852 | New |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $485.0K | 0.09% | +8,835 | New |
| Select Asset Management & Trust | 8,824 | $485.0K | 0.41% | +8,824 | New |
| YorkBridge Wealth Partners, LLC | 8,762 | $481.0K | 0.11% | +8,762 | New |
| Eudaimonia Partners, LLC | 8,756 | $481.0K | 0.08% | +8,756 | New |
| MSH Capital Advisors LLC | 8,669 | $476.2K | 0.20% | +8,669 | New |
| Boyd Watterson Asset Management LLC | 8,613 | $473.0K | 0.17% | +8,613 | New |
| Harrell Investment Partners, LLC | 8,614 | $473.0K | 0.17% | +8,614 | New |
| Bellecapital International Ltd. | 8,597 | $472.0K | 0.15% | +8,597 | New |
| Headinvest, LLC | 8,552 | $470.0K | 0.09% | +8,552 | New |
| Comerica Securities,inc. | 8,525 | $468.0K | 0.03% | +8,525 | New |
| Bluestein R H & Co | 8,512 | $468.0K | 0.02% | +8,512 | New |
| Verdence Capital Advisors LLC | 8,463 | $465.0K | 0.05% | +8,463 | New |
| Regentatlantic Capital LLC | 8,412 | $462.0K | 0.01% | +8,412 | New |
| Courier Capital LLC | 8,378 | $460.0K | 0.05% | +8,378 | New |
| Rothschild Investment Corp | 8,350 | $459.0K | 0.04% | +8,350 | New |
| Brown Advisory Securities, LLC | 8,325 | $457.0K | 0.27% | +8,325 | New |
| Wealthsource Partners, LLC | 8,248 | $453.0K | 0.03% | +8,248 | New |
| Lester Murray Antman dba SimplyRich | 8,255 | $453.0K | 0.16% | +8,255 | New |
| Albert D Mason Inc | 8,225 | $452.0K | 0.29% | +8,225 | New |
| Acadian Asset Management LLC | 8,058 | $443.0K | 0.00% | +8,058 | New |
| Cornerstone Advisory, LLC | 8,020 | $441.0K | 0.07% | +8,020 | New |
| Infrastructure Capital Advisors, LLC | 8,001 | $439.0K | 0.07% | +8,001 | New |
| ETF Store, Inc. | 8,162 | $439.0K | 0.35% | +8,162 | New |
| Philadelphia Trust Co | 7,975 | $438.0K | 0.03% | +7,975 | New |
| Westwood Holdings Group Inc. | 7,933 | $436.0K | 0.00% | +7,933 | New |
| Sittner & Nelson, LLC | 7,830 | $430.0K | 0.25% | +7,830 | New |
| West Oak Capital, LLC | 7,805 | $429.0K | 0.19% | +7,805 | New |
| MBA Advisors LLC | 7,812 | $429.0K | 0.27% | +7,812 | New |
| Prelude Capital Management, LLC | 7,747 | $426.0K | 0.02% | +7,747 | New |
| Cresset Asset Management, LLC | 7,736 | $425.0K | 0.00% | +7,736 | New |
| Stonebridge Capital Management Inc | 7,719 | $424.0K | 0.15% | +7,719 | New |
| BFT Financial Group, LLC | 7,685 | $422.0K | 0.07% | +7,685 | New |
| Alhambra Investment Partners LLC | 7,551 | $415.0K | 0.27% | +7,551 | New |
| Arete Wealth Advisors, LLC | 7,520 | $413.0K | 0.03% | +7,520 | New |
| Stokes Family Office, LLC | 7,437 | $409.0K | 0.05% | +7,437 | New |
| Berkshire Asset Management LLC | 7,403 | $407.0K | 0.03% | +7,403 | New |
| Breiter Capital Management Inc | 7,391 | $406.0K | 0.20% | +7,391 | New |
| Ledyard National Bank | 7,381 | $405.0K | 0.04% | +7,381 | New |
| Vise Technologies, Inc. | 7,369 | $405.0K | 0.15% | +7,369 | New |
| Woodward Diversified Capital, LLC | 7,315 | $402.0K | 0.26% | +7,315 | New |
| Rehmann Capital Advisory Group | 7,247 | $401.9K | 0.04% | +7,247 | New |
| Pictet & Cie (Europe) SA | 7,300 | $401.0K | 0.02% | +7,300 | New |
| Steel Peak Wealth Management LLC | 7,294 | $401.0K | 0.02% | +7,294 | New |