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.
| 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, Q2 2022
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 74,474 | $3.89M | 0.12% | +58,024+352.7% | Added |
| Fiduciary Trust Co | 75,194 | $3.93M | 0.08% | −289−0.4% | Reduced |
| Prospera Financial Services Inc | 77,627 | $4.06M | 0.21% | +5,388+7.5% | Added |
| Brown Brothers Harriman & Co | 78,005 | $4.08M | 0.03% | +529+0.7% | Added |
| GW Henssler & Associates Ltd | 78,187 | $4.09M | 0.30% | −691,598−89.8% | Reduced |
| Cetera Advisors LLC | 80,663 | $4.22M | 0.10% | +3,194+4.1% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.24M | 6.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 83,563 | $4.37M | 0.02% | +768+0.9% | Added |
| Captrust Financial Advisors | 83,651 | $4.37M | 0.03% | +21,456+34.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 83,807 | $4.38M | 0.19% | −1,379−1.6% | Reduced |
| State Street Corp | 84,615 | $4.42M | 0.00% | −92,334−52.2% | Reduced |
| Azimuth Capital Investment Management LLC | 84,725 | $4.43M | 0.22% | +84,725 | New |
| Kempner Capital Management Inc. | 86,650 | $4.53M | 2.76% | +2,540+3.0% | Added |
| Itau Unibanco Holding S.A. | 87,836 | $4.59M | 0.16% | +87,836 | New |
| ARS Wealth Advisors Group, LLC | 88,962 | $4.65M | 0.64% | +88,962 | New |
| Eaton Vance Management | 89,239 | $4.67M | 0.01% | +1,104+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90,289 | $4.72M | 0.01% | +1,399+1.6% | Added |
| Clearbridge Investments, LLC | 90,641 | $4.74M | 0.00% | −4,147−4.4% | Reduced |
| Comerica Bank | 99,720 | $4.94M | 0.04% | +99,720 | New |
| Integrated Advisors Network LLC | 94,546 | $4.94M | 0.32% | +13,194+16.2% | Added |
| Lodge Hill Capital, LLC | 95,000 | $4.97M | 1.63% | +95,000 | New |
| Nelson Capital Management, LLC | 96,517 | $5.05M | 1.39% | +46,946+94.7% | Added |
| SAL Trading, LLC | 96,800 | $5.06M | 4.96% | +96,800 | New |
| First Eagle Investment Management, LLC | 97,269 | $5.09M | 0.01% | +28,580+41.6% | Added |
| National Bank of Canada | 98,217 | $5.13M | 0.03% | −6,514−6.2% | Reduced |
| Glenmede Trust Co NA | 98,846 | $5.17M | 0.03% | +26,636+36.9% | Added |
| Deutsche Bank AG | 99,041 | $5.18M | 0.00% | −660,629−87.0% | Reduced |
| Keybank National Association | 99,458 | $5.20M | 0.03% | −303−0.3% | Reduced |
| Hohimer Wealth Management, LLC | 100,518 | $5.26M | 1.55% | −55,286−35.5% | Reduced |
| Claret Asset Management Corp | 101,491 | $5.31M | 1.14% | +101,491 | New |
| First Trust Advisors LP | 103,969 | $5.44M | 0.01% | −1,772−1.7% | Reduced |
| Fund Management at Engine No. 1 LLC | 104,296 | $5.45M | 1.44% | +66,969+179.4% | Added |
| Augustine Asset Management Inc | 104,360 | $5.46M | 3.35% | −9,027−8.0% | Reduced |
| Bragg Financial Advisors, Inc | 106,554 | $5.57M | 0.37% | +11,276+11.8% | Added |
| Heritage Investors Management Corp | 107,228 | $5.61M | 0.26% | −2,044−1.9% | Reduced |
| Woodstock Corp | 108,455 | $5.67M | 0.79% | +245+0.2% | Added |
| TD Waterhouse Canada Inc. | 103,324 | $5.76M | 0.06% | +1,879+1.9% | Added |
| Toroso Investments, LLC | 111,397 | $5.83M | 0.21% | −43,234−28.0% | Reduced |
| Regency Capital Management Inc. | 112,407 | $5.88M | 6.32% | +31,091+38.2% | Added |
| Shelter Mutual Insurance Co | 113,750 | $5.95M | 1.80% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 114,900 | $6.01M | 0.54% | +114,900 | New |
| Creative Planning | 115,894 | $6.06M | 0.01% | +28,861+33.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 116,646 | $6.10M | 0.03% | −20,342−14.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 118,586 | $6.20M | 0.14% | −1,229−1.0% | Reduced |
| Jackson Square Capital, LLC | 118,973 | $6.22M | 2.63% | +118,973 | New |
| Calamos Advisors LLC | 119,000 | $6.22M | 0.03% | −100,000−45.7% | Reduced |
| Eagle Global Advisors LLC | 119,005 | $6.22M | 0.46% | +12,238+11.5% | Added |
| Renaissance Group LLC | 119,152 | $6.23M | 0.32% | +119,152 | New |
| Thomas White International Ltd | 119,220 | $6.23M | 1.25% | +119,220 | New |
| TownSquare Capital, LLC | 121,446 | $6.35M | 0.18% | −23,571−16.3% | Reduced |
| Klingenstein Fields & Co LP | 121,539 | $6.36M | 0.33% | −10,748−8.1% | Reduced |
| Private Advisor Group, LLC | 123,584 | $6.46M | 0.06% | +123,584 | New |
| Neville Rodie & Shaw Inc | 125,375 | $6.56M | 0.59% | +2,300+1.9% | Added |
| Pinnacle Associates Ltd | 125,698 | $6.57M | 0.14% | −5,284−4.0% | Reduced |
| Leuthold Group, LLC | 128,241 | $6.71M | 0.95% | +28,272+28.3% | Added |
| Fifth Third Bancorp | 131,445 | $6.87M | 0.03% | +598+0.5% | Added |
| Susquehanna International Group, LLP | 132,885 | $6.95M | 0.01% | +49,424+59.2% | Added |
| tru Independence LLC | 133,309 | $6.97M | 2.24% | +133,309 | New |
| Islet Management, LP | 136,100 | $7.12M | 2.05% | −13,900−9.3% | Reduced |
| Janney Capital Management LLC | 138,287 | $7.23M | 0.58% | +138,287 | New |
| Ibex Wealth Advisors | 139,425 | $7.29M | 1.68% | +139,425 | New |
| Northwest & Ethical Investments L.P. | 139,996 | $7.32M | 0.27% | −4,134−2.9% | Reduced |
| Exencial Wealth Advisors, LLC | 140,386 | $7.34M | 0.42% | +4,516+3.3% | Added |
| Janney Montgomery Scott LLC | 144,859 | $7.66M | 0.03% | +144,859 | New |
| Avalon Investment & Advisory | 147,625 | $7.72M | 0.22% | −19,625−11.7% | Reduced |
| Crossmark Global Holdings, Inc. | 148,920 | $7.79M | 0.20% | −600−0.4% | Reduced |
| Manning & Napier Group, LLC | 152,696 | $7.98M | 0.09% | −61,431−28.7% | Reduced |
| Pictet Asset Management SA | 160,237 | $8.38M | 0.01% | +160,237 | New |
| Chartwell Investment Partners, LLC | 165,486 | $8.65M | 0.35% | −20,198−10.9% | Reduced |
| Banco Santander, S.A. | 166,833 | $8.72M | 0.12% | −4,772−2.8% | Reduced |
| Liontrust Investment Partners LLP | 168,240 | $8.80M | 0.12% | +168,240 | New |
| D.A. Davidson & Co. | 169,048 | $8.84M | 0.11% | +15,469+10.1% | Added |
| Allied Investment Advisors, LLC | 169,990 | $8.89M | 3.19% | +1,000+0.6% | Added |
| American Assets Investment Management, LLC | 171,000 | $8.94M | 1.12% | −215,000−55.7% | Reduced |
| Willis Johnson & Associates, Inc. | 175,010 | $9.15M | 1.28% | +175,010 | New |
| Mercer Global Advisors Inc | 185,307 | $9.69M | 0.06% | +11,291+6.5% | Added |
| FineMark National Bank & Trust | 186,014 | $9.73M | 0.45% | +12,493+7.2% | Added |
| Kayne Anderson Capital Advisors LP | 187,200 | $9.79M | 0.28% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 191,225 | $10.0M | 0.18% | −1,582−0.8% | Reduced |
| Causeway Capital Management LLC | 191,452 | $10.0M | 0.27% | −430,435−69.2% | Reduced |
| Scotia Capital Inc. | 191,566 | $10.0M | 0.07% | −19,866−9.4% | Reduced |
| M&T Bank Corp | 205,105 | $10.4M | 0.05% | +205,105 | New |
| Avantax Advisory Services, Inc. | 198,591 | $10.4M | 0.16% | −1,930−1.0% | Reduced |
| Stamos Capital Partners, L.P. | 199,900 | $10.5M | 3.16% | +199,900 | New |
| Nikko Asset Management Americas, Inc. | 212,379 | $11.0M | 0.14% | +31,527+17.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 210,300 | $11.0M | 0.06% | −53,100−20.2% | Reduced |
| Citigroup Inc | 210,369 | $11.0M | 0.01% | −2,416,940−92.0% | Reduced |
| Cohen Klingenstein LLC | 214,760 | $11.2M | 0.56% | −1,010−0.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 215,864 | $11.3M | 0.01% | +215,864 | New |
| Mariner, LLC | 219,266 | $11.5M | 0.05% | +1,095+0.5% | Added |
| Country Club Bank | 219,304 | $11.5M | 1.07% | −16,898−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 224,055 | $11.7M | 0.20% | +64,808+40.7% | Added |
| Quinn Opportunity Partners LLC | 224,620 | $11.7M | 1.08% | +224,620 | New |
| Evergreen Capital Management LLC | 234,571 | $12.3M | 0.64% | −11,654−4.7% | Reduced |
| Neuberger Berman Group LLC | 238,280 | $12.5M | 0.01% | +117,026+96.5% | Added |
| Grandfield & Dodd, LLC | 239,096 | $12.5M | 0.98% | +11,537+5.1% | Added |
| SEI Investments Co | 240,617 | $12.7M | 0.03% | +22,086+10.1% | Added |
| Truist Financial Corp | 245,305 | $12.8M | 0.02% | −16,465−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 245,647 | $12.8M | 0.03% | +126,138+105.5% | Added |
| Beach Investment Counsel Inc | 246,454 | $12.9M | 1.61% | +37,104+17.7% | Added |