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 |
|---|---|---|---|---|---|
| Resources Management Corp | 2,590 | $135.0K | 0.02% | +2,590 | New |
| First PREMIER Bank | 2,653 | $139.0K | 0.04% | +2,653 | New |
| Arlington Partners LLC | 2,672 | $140.0K | 0.05% | +2,672 | New |
| Horan Securities, Inc. | 3,064 | $146.0K | 0.09% | +438+16.7% | Added |
| Private Capital Group, LLC | 2,906 | $152.0K | 0.11% | −103−3.4% | Reduced |
| Dividend Assets Capital, LLC | 2,913 | $152.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,917 | $152.0K | 0.04% | +2,340+405.5% | Added |
| Vigilant Capital Management, LLC | 3,000 | $157.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 3,006 | $157.2K | 0.17% | −1,750−36.8% | Reduced |
| JFS Wealth Advisors, LLC | 3,130 | $164.0K | 0.02% | +244+8.5% | Added |
| Avion Wealth | 3,224 | $169.0K | 0.05% | +88+2.8% | Added |
| Tompkins Financial Corp | 3,230 | $169.0K | 0.03% | +3,230 | New |
| Toronto Dominion Bank | 3,240 | $170.0K | 0.00% | −500−13.4% | Reduced |
| Financial Management Professionals, Inc. | 3,250 | $170.0K | 0.04% | −99−3.0% | Reduced |
| Peoples Financial Services Corp. | 3,250 | $170.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,249 | $170.0K | 0.00% | +3,249 | New |
| Glassman Wealth Services | 3,263 | $171.0K | 0.04% | +3,263 | New |
| Stonebridge Capital Advisors LLC | 3,334 | $174.0K | 0.02% | −97−2.8% | Reduced |
| Cascade Investment Advisors, Inc. | 3,400 | $177.8K | 0.14% | −100−2.9% | Reduced |
| Aquatic Capital Management LLC | 3,500 | $183.0K | 0.06% | +3,500 | New |
| Trustcore Financial Services, LLC | 3,571 | $187.0K | 0.02% | +221+6.6% | Added |
| Ronald Blue Trust, Inc. | 3,531 | $194.0K | 0.00% | +3,531 | New |
| Boston Trust Walden Corp | 3,848 | $201.0K | 0.00% | −147−3.7% | Reduced |
| Washington Trust Advisors, Inc. | 3,859 | $201.0K | 0.02% | +85+2.3% | Added |
| Cable Hill Partners, LLC | 3,853 | $201.0K | 0.05% | +103+2.7% | Added |
| Davis R M Inc | 3,867 | $202.0K | 0.01% | −183−4.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,883 | $203.0K | 0.00% | −1,962−33.6% | Reduced |
| Essex Savings Bank | 3,870 | $203.0K | 0.08% | −75−1.9% | Reduced |
| Future Financial Wealth Managment LLC | 3,700 | $203.0K | 0.20% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,874 | $203.0K | 0.21% | +3,874 | New |
| Delta Asset Management LLC | 3,903 | $204.0K | 0.02% | −45−1.1% | Reduced |
| Wedgewood Investors Inc | 3,900 | $204.0K | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,908 | $204.0K | 0.01% | +934+31.4% | Added |
| Global Retirement Partners, LLC | 3,923 | $205.0K | 0.02% | +70+1.8% | Added |
| Sax Wealth Advisors, LLC | 3,924 | $205.0K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $205.0K | 0.01% | +3,925 | New |
| Thrivent Financial for Lutherans | 3,937 | $206.0K | 0.00% | −6,064−60.6% | Reduced |
| Blue Barn Wealth, LLC | 3,941 | $206.0K | 0.16% | −1,121−22.1% | Reduced |
| Roman Butler Fullerton & Co | 4,333 | $206.0K | 0.11% | +4+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 3,938 | $206.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,938 | $206.0K | 0.03% | +8+0.2% | Added |
| Wealthcare Advisory Partners LLC | 3,942 | $206.0K | 0.01% | +3,942 | New |
| Gladstone Institutional Advisory LLC | 3,940 | $206.0K | 0.02% | +3,940 | New |
| RDA Financial Network | 3,943 | $206.0K | 0.10% | +3,943 | New |
| Jefferies Group LLC | 3,944 | $206.2K | 0.01% | +988+33.4% | Added |
| Next Level Private LLC | 3,955 | $207.0K | 0.08% | −12,601−76.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,958 | $207.0K | 0.06% | +7+0.2% | Added |
| Chemistry Wealth Management LLC | 3,955 | $207.0K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 3,964 | $207.0K | 0.06% | +35+0.9% | Added |
| Buckingham Strategic Partners | 3,985 | $208.0K | 0.02% | +3,985 | New |
| Badgley Phelps Wealth Managers, LLC | 3,984 | $208.0K | 0.01% | +3,984 | New |
| Fieldpoint Private Securities, LLC | 3,996 | $209.0K | 0.06% | −1,178−22.8% | Reduced |
| Noesis Capital Mangement Corp | 4,005 | $209.0K | 0.06% | 00.0% | Unchanged |
| Tower Bridge Advisors | 4,007 | $209.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $210.0K | 0.05% | −4,000−49.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,019 | $210.0K | 0.03% | +111+2.8% | Added |
| US Financial Advisors, LLC | 4,019 | $210.0K | 0.12% | +4,019 | New |
| Prudent Man Advisors, LLC | 4,030 | $211.0K | 0.10% | −505−11.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,036 | $211.0K | 0.01% | +4,036 | New |
| Marco Investment Management LLC | 4,030 | $211.0K | 0.02% | +4,030 | New |
| Arete Wealth Advisors, LLC | 5,350 | $212.0K | 0.02% | −2,170−28.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,065 | $213.0K | 0.00% | −12,328−75.2% | Reduced |
| Van Cleef Asset Management,Inc | 4,082 | $213.0K | 0.04% | 00.0% | Unchanged |
| Arden Trust Co | 4,080 | $213.0K | 0.05% | +4,080 | New |
| Zions Bancorporation, N.A. | 4,094 | $214.0K | 0.02% | −3,127−43.3% | Reduced |
| Capital Advisors Inc | 4,097 | $214.0K | 0.01% | −372−8.3% | Reduced |
| Northwest Bancshares, Inc. | 4,115 | $215.0K | 0.05% | −148−3.5% | Reduced |
| Quantinno Capital Management LP | 4,150 | $217.0K | 0.03% | +4,150 | New |
| Ashfield Capital Partners, LLC | 4,180 | $219.0K | 0.02% | −308−6.9% | Reduced |
| Ballew Advisors, Inc | 4,740 | $219.0K | 0.20% | +4,740 | New |
| SFMG, LLC | 4,212 | $220.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,200 | $220.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 4,232 | $221.0K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,224 | $221.0K | 0.09% | +18+0.4% | Added |
| Wambolt & Associates, LLC | 4,230 | $221.0K | 0.09% | +4,230 | New |
| PDS Planning, Inc | 4,251 | $222.0K | 0.04% | +4,251 | New |
| CRA Financial Services, LLC | 4,255 | $222.0K | 0.08% | +4,255 | New |
| Green Square Capital Advisors LLC | 4,260 | $223.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $223.0K | 0.23% | 00.0% | Unchanged |
| Brookstone Capital Management | 4,586 | $225.0K | 0.00% | +4,586 | New |
| Prime Capital Investment Advisors, LLC | 4,317 | $226.0K | 0.01% | +4,317 | New |
| Wealth Quarterback LLC | 4,338 | $227.0K | 0.18% | +4,338 | New |
| White Pine Capital LLC | 4,368 | $228.0K | 0.09% | −300−6.4% | Reduced |
| Indie Asset Partners, LLC | 4,365 | $228.0K | 0.20% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,363 | $228.1K | 0.02% | +170+4.1% | Added |
| Symphony Financial, Ltd. Co. | 4,346 | $229.0K | 0.07% | −1,684−27.9% | Reduced |
| Planned Solutions, Inc. | 4,381 | $229.0K | 0.22% | −800−15.4% | Reduced |
| Glen Eagle Advisors, LLC | 4,389 | $229.5K | 0.06% | +489+12.5% | Added |
| Moloney Securities Asset Management, LLC | 4,391 | $230.0K | 0.05% | −275−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,394 | $230.0K | 0.01% | +240+5.8% | Added |
| Washington Trust Co | 4,407 | $230.0K | 0.01% | +4,407 | New |
| Good Life Advisors, LLC | 4,403 | $230.0K | 0.03% | +4,403 | New |
| Mattern Wealth Management LLC | 4,400 | $230.0K | 0.09% | +4,400 | New |
| Abacus Planning Group, Inc. | 4,428 | $232.0K | 0.07% | +4,428 | New |
| Wedmont Private Capital | 4,447 | $233.0K | 0.05% | +4,447 | New |
| Tevis Investment Management | 4,479 | $234.0K | 0.22% | +119+2.7% | Added |
| Schroder Investment Management Group | 4,446 | $234.0K | 0.00% | +4,446 | New |
| Northstar Advisory Group, LLC | 4,497 | $235.0K | 0.17% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $237.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 4,469 | $237.0K | 0.04% | +338+8.2% | Added |