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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, Q2 2022

Institutional positions in Shell plc as of Jun 30, 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
1,125
+155 vs. Q1 2022
Shares held
298.5M
+22.4M (+8.1%) vs. Q1 2022
Total value
$15.3B
+$443.2M (+3.0%) vs. Q1 2022
New holders
225
361 more added
Sold out
70
333 more reduced

18 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 1,125 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 heldQ2 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, Q2 2022

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2022.

Institutions holding SHEL in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Beaird Harris Wealth Management, LLC9$00.00%−91−91.0%Reduced
Macroview Investment Management LLC8$00.00%00.0%Unchanged
Lake Point Wealth Management7$00.00%00.0%Unchanged
Artemis Wealth Advisors, LLC7$00.00%+7New
Bell Investment Advisors, Inc9$00.00%+9New
Steward Financial Group LLC5$00.00%+5New
Money Concepts Capital Corp28$1.00K0.00%−2,870−99.0%Reduced
Retirement Group, LLC19$1.00K0.00%−178−90.4%Reduced
Fortis Advisors, LLC24$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC25$1.00K0.00%00.0%Unchanged
Covestor Ltd10$1.00K0.00%+10New
Quintet Private Bank (Europe) S.A.32$1.92K0.00%+32New
Moisand Fitzgerald Tamayo, LLC36$2.00K0.00%−39−52.0%Reduced
Ameritas Investment Partners, Inc.44$2.00K0.00%00.0%Unchanged
Financial Enhancement Group LLC35$2.00K0.00%00.0%Unchanged
Gould Capital, LLC30$2.00K0.00%00.0%Unchanged
American National Bank47$2.00K0.00%+47New
HighMark Wealth Management LLC39$2.00K0.00%+39New
Raffa Wealth Management, LLC49$2.56K0.00%00.0%Unchanged
Goodwin Investment Advisory50$2.62K0.00%00.0%Unchanged
Winch Advisory Services, LLC63$3.00K0.00%00.0%Unchanged
Mascoma Wealth Management LLC54$3.00K0.00%00.0%Unchanged
Bangor Savings Bank53$3.00K0.00%+53New
Field & Main Bank55$3.00K0.00%+55New
Jackson, Grant Investment Advisers, Inc.58$3.00K0.00%+58New
Rockbridge Investment Management, LCC62$3.24K0.00%00.0%Unchanged
Center for Financial Planning, Inc.80$4.00K0.00%00.0%Unchanged
Fairfield, Bush & Co.76$4.00K0.00%+76New
Eukles Asset Management70$4.00K0.00%+70New
Karlinski Andrew C70$4.00K0.01%+70New
Blume Capital Management, Inc.100$5.00K0.00%00.0%Unchanged
PSI Advisors, LLC102$5.00K0.00%+102New
Better Money Decisions, LLC100$5.00K0.00%+100New
Valley National Advisers Inc130$6.00K0.00%00.0%Unchanged
Sage Private Wealth Group, LLC113$6.00K0.01%+1+0.9%Added
Cowen Prime Advisors LLC112$6.00K0.00%00.0%Unchanged
Quent Capital, LLC108$6.00K0.00%00.0%Unchanged
Tfo-TDC, LLC114$6.00K0.00%+114New
CNB Bank108$6.00K0.00%+108New
Blue Bell Private Wealth Management, LLC130$7.00K0.00%−170−56.7%Reduced
Brewin Dolphin Wealth Management Ltd129$7.00K0.00%−110−46.0%Reduced
Federated Hermes, Inc.129$7.00K0.00%−50−27.9%Reduced
Coastal Capital Group, Inc.140$7.00K0.00%00.0%Unchanged
Meeder Asset Management Inc147$8.00K0.00%−307−67.6%Reduced
JJJ Advisors Inc.158$8.00K0.00%−76−32.5%Reduced
Pacifica Partners Inc.155$8.00K0.01%−50−24.4%Reduced
Heritage Financial Services, LLC190$9.00K0.01%+190New
Tradewinds Capital Management, LLC193$10.0K0.00%−187−49.2%Reduced
Evermay Wealth Management LLC200$10.0K0.00%00.0%Unchanged
Cribstone Capital Management, LLC200$10.0K0.01%00.0%Unchanged
Sterling Investment Advisors, Ltd.200$10.0K0.00%00.0%Unchanged
Costello Asset Management, INC200$10.0K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$10.0K0.00%00.0%Unchanged
Mine & Arao Wealth Creation & Management, LLC.200$10.0K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC198$10.0K0.01%+198New
First National Bank of South Miami200$10.0K0.01%+200New
Cornerstone Management, Inc.200$10.5K0.00%00.0%Unchanged
Cedar Wealth Management, LLC216$11.0K0.01%00.0%Unchanged
Spectrum Management Group, LLC202$11.0K0.00%00.0%Unchanged
Truvestments Capital LLC207$11.0K0.01%+207New
RWM Asset Management, LLC203$11.0K0.00%+203New
CoreFirst Bank & Trust217$11.0K0.01%+217New
Edge Capital Group, LLC418$12.0K0.00%−108,011−99.6%Reduced
Central Bank & Trust Co230$12.0K0.00%00.0%Unchanged
Ellevest, Inc.233$12.0K0.00%+233New
TD Ameritrade Investment Management, LLC253$13.0K0.00%−491−66.0%Reduced
Hartford Financial Management Inc.250$13.0K0.00%00.0%Unchanged
PFG Private Wealth Management, LLC250$13.0K0.01%00.0%Unchanged
Ellis Investment Partners, LLC250$13.0K0.00%00.0%Unchanged
CX Institutional250$13.0K0.00%+250New
Bank of New Hampshire240$13.0K0.00%+240New
Halpern Financial, Inc.258$13.5K0.01%+158+158.0%Added
Atticus Wealth Management, LLC275$14.0K0.01%00.0%Unchanged
Community Bank, N.A.260$14.0K0.00%00.0%Unchanged
Leelyn Smith, LLC272$14.0K0.00%+264+3,300.0%Added
Johnson Financial Group, Inc.279$15.0K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota280$15.0K0.03%+155+124.0%Added
Stephens Consulting, LLC300$15.7K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.300$15.7K0.00%+300New
Kelly Financial Services LLC301$15.8K0.01%+2+0.7%Added
Antonetti Capital Management LLC300$16.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC300$16.0K0.01%00.0%Unchanged
Hoese & Co LLP300$16.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC300$16.0K0.02%00.0%Unchanged
Mechanics Financial Corp311$16.0K0.01%+311New
Raleigh Capital Management Inc.310$16.0K0.01%+310New
Plante Moran Financial Advisors, LLC322$17.0K0.00%−271−45.7%Reduced
Nisa Investment Advisors, LLC327$17.0K0.00%−10−3.0%Reduced
Atwood & Palmer Inc324$17.0K0.00%00.0%Unchanged
First Financial Corp350$18.0K0.01%00.0%Unchanged
Tyler-Stone Wealth Management376$20.0K0.01%+376New
GHP Investment Advisors, Inc.400$21.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC400$21.0K0.00%00.0%Unchanged
Howe & Rusling Inc398$21.0K0.00%+165+70.8%Added
Lee Financial Co417$22.0K0.00%−40−8.8%Reduced
MCF Advisors LLC430$22.0K0.00%00.0%Unchanged
Key Financial Inc429$22.0K0.01%00.0%Unchanged
Column Capital Advisors, LLC414$22.0K0.00%−12−2.8%Reduced
Heritage Wealth Advisors420$22.0K0.00%00.0%Unchanged
PFS Partners, LLC428$22.4K0.02%00.0%Unchanged