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 |
|---|---|---|---|---|---|
| High Net Worth Advisory Group LLC | 432 | $23.0K | 0.01% | −600−58.1% | Reduced |
| Front Row Advisors LLC | 473 | $25.0K | 0.01% | −59−11.1% | Reduced |
| Creative Financial Designs Inc | 474 | $25.0K | 0.00% | −28−5.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 516 | $26.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $26.0K | 0.02% | +500 | New |
| JNBA Financial Advisors | 516 | $27.0K | 0.00% | −8−1.5% | Reduced |
| Pflug Koory, LLC | 510 | $27.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 514 | $27.0K | 0.02% | +514 | New |
| Hantz Financial Services, Inc. | 539 | $28.0K | 0.00% | −10−1.8% | Reduced |
| BerganKDV Wealth Management, LLC | 544 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 581 | $30.0K | 0.00% | +20+3.6% | Added |
| First Command Financial Services, Inc. | 581 | $30.0K | 0.00% | +20+3.6% | Added |
| Motco | 569 | $30.0K | 0.00% | +175+44.4% | Added |
| McMillion Capital Management Inc | 570 | $30.0K | 0.02% | +570 | New |
| Old Second National Bank of Aurora | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 600 | $31.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $31.0K | 0.00% | +50+9.1% | Added |
| Brown, Lisle/Cummings, Inc. | 608 | $31.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 647 | $34.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 655 | $34.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 644 | $34.0K | 0.01% | +5+0.8% | Added |
| Vectors Research Management, LLC | 669 | $35.0K | 0.01% | +50+8.1% | Added |
| Concord Wealth Partners | 664 | $35.0K | 0.01% | +664 | New |
| HHM Wealth Advisors, LLC | 691 | $36.0K | 0.01% | +391+130.3% | Added |
| Win Advisors, Inc | 718 | $37.0K | 0.07% | +257+55.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 755 | $39.0K | 0.00% | −6−0.8% | Reduced |
| Selective Wealth Management, Inc. | 771 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 773 | $40.0K | 0.00% | +766+10,942.9% | Added |
| Highlander Capital Management, LLC | 800 | $42.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 809 | $42.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 800 | $42.0K | 0.02% | +500+166.7% | Added |
| Hazlett, Burt & Watson, Inc. | 840 | $43.0K | 0.04% | +3+0.4% | Added |
| Sutton Wealth Advisors Inc. | 840 | $43.9K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 948 | $45.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 870 | $45.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 863 | $45.0K | 0.04% | +500+137.7% | Added |
| FinTrust Capital Advisors, LLC | 935 | $46.0K | 0.01% | +520+125.3% | Added |
| Optimum Investment Advisors | 900 | $47.0K | 0.02% | +900 | New |
| Laurel Wealth Advisors LLC | 942 | $49.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 984 | $51.0K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,029 | $54.0K | 0.00% | −144−12.3% | Reduced |
| Baldwin Brothers Inc | 1,024 | $54.0K | 0.01% | +1,024 | New |
| Piscataqua Savings Bank | 1,054 | $55.0K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,064 | $56.0K | 0.04% | −42−3.8% | Reduced |
| Exchange Traded Concepts, LLC | 1,128 | $59.0K | 0.00% | +657+139.5% | Added |
| Paradigm Asset Management Co LLC | 1,168 | $61.1K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,185 | $62.0K | 0.01% | +1,185 | New |
| Princeton Global Asset Management LLC | 1,208 | $63.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,215 | $63.1K | 0.04% | −20−1.6% | Reduced |
| Baystate Wealth Management LLC | 1,215 | $64.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,238 | $65.0K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $67.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,295 | $68.0K | 0.04% | −3,112−70.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,337 | $70.0K | 0.01% | −881−39.7% | Reduced |
| West Branch Capital LLC | 1,331 | $70.0K | 0.04% | +31+2.4% | Added |
| Citizens National Bank Trust Department | 1,397 | $73.0K | 0.02% | +1,397 | New |
| Archer Investment Corp | 1,411 | $73.8K | 0.03% | +6+0.4% | Added |
| American Research & Management Co. | 1,450 | $76.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,455 | $76.0K | 0.04% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1,514 | $79.0K | 0.06% | +11+0.7% | Added |
| Marshall & Sullivan Inc | 1,517 | $79.0K | 0.05% | +1,517 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,527 | $80.0K | 0.02% | −289−15.9% | Reduced |
| Eagle Bay Advisors LLC | 1,530 | $80.0K | 0.05% | +1,530 | New |
| Webster Bank, N. A. | 1,539 | $81.0K | 0.01% | +1,539 | New |
| BDO Wealth Advisors, LLC | 1,604 | $84.0K | 0.01% | −198−11.0% | Reduced |
| Legacy Bridge, LLC | 1,600 | $84.0K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,618 | $85.0K | 0.07% | −4−0.2% | Reduced |
| AlphaMark Advisors, LLC | 1,648 | $86.0K | 0.04% | +30+1.9% | Added |
| FourThought Financial, LLC | 1,696 | $89.0K | 0.01% | −35−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,710 | $89.0K | 0.02% | +1,710 | New |
| Enterprise Trust & Investment Co | 1,720 | $90.0K | 0.04% | +1,720 | New |
| Disciplined Equity Management, Inc. | 1,730 | $90.0K | 0.08% | +1,730 | New |
| Caldwell Trust Co | 1,773 | $92.7K | 0.01% | +536+43.3% | Added |
| Ancora Advisors, LLC | 1,777 | $93.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1,781 | $93.0K | 0.09% | +488+37.7% | Added |
| AdvisorNet Financial, Inc | 1,826 | $95.0K | 0.01% | −858−32.0% | Reduced |
| M&R Capital Management Inc | 1,853 | $96.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,829 | $96.0K | 0.07% | +1,829 | New |
| Riverview Trust Co | 1,889 | $99.0K | 0.09% | +1,889 | New |
| SG Americas Securities, LLC | 1,939 | $101.0K | 0.00% | −566,463−99.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,947 | $102.0K | 0.00% | −13,222−87.2% | Reduced |
| Bray Capital Advisors | 1,950 | $102.0K | 0.03% | +1,950 | New |
| Syverson Strege & Co | 1,943 | $102.0K | 0.04% | +1,943 | New |
| Northwest Investment Counselors, LLC | 2,017 | $105.0K | 0.03% | +1,900+1,623.9% | Added |
| Ardsley Advisory Partners LP | 2,000 | $105.0K | 0.03% | +2,000 | New |
| BOK Financial Private Wealth, Inc. | 2,041 | $107.0K | 0.01% | +2,041 | New |
| Castle Wealth Management LLC | 2,121 | $111.0K | 0.06% | +2,121 | New |
| Salem Investment Counselors Inc | 2,166 | $113.0K | 0.01% | +522+31.8% | Added |
| Addison Advisors LLC | 2,177 | $114.0K | 0.07% | −275−11.2% | Reduced |
| Capital Analysts, LLC | 2,187 | $114.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,174 | $114.0K | 0.04% | +2,174 | New |
| Private Ocean, LLC | 2,214 | $115.0K | 0.02% | −12−0.5% | Reduced |
| HM Payson & Co | 2,311 | $121.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,362 | $123.5K | 0.04% | −851−26.5% | Reduced |
| Centaurus Financial, Inc. | 2,366 | $124.0K | 0.01% | −22−0.9% | Reduced |
| Endurance Wealth Management, Inc. | 2,436 | $127.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,425 | $127.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,451 | $128.0K | 0.03% | −1,197−32.8% | Reduced |
| Hexagon Capital Partners LLC | 2,533 | $132.0K | 0.04% | +421+19.9% | Added |