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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 4,551 | $238.0K | 0.01% | −33−0.7% | Reduced |
| QCM Cayman, Ltd. | 4,543 | $238.0K | 4.12% | +4,543 | New |
| Ropes Wealth Advisors LLC | 4,579 | $239.0K | 0.05% | −200−4.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,576 | $239.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 4,567 | $239.0K | 0.09% | +4,567 | New |
| Alliance Wealth Advisors, LLC | 4,561 | $239.0K | 0.21% | +4,561 | New |
| Hudock, Inc. | 4,601 | $240.0K | 0.08% | +82+1.8% | Added |
| Sawtooth Solutions, LLC | 4,586 | $240.0K | 0.03% | +93+2.1% | Added |
| Bill Few Associates, Inc. | 4,593 | $240.0K | 0.15% | +4,593 | New |
| Personal Cfo Solutions, LLC | 4,610 | $241.0K | 0.06% | −492−9.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,615 | $241.0K | 0.03% | −400−8.0% | Reduced |
| Shay Capital LLC | 4,639 | $243.0K | 0.13% | −861−15.7% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $243.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 4,659 | $244.0K | 0.01% | +693+17.5% | Added |
| Titleist Asset Management, Ltd. | 4,698 | $246.0K | 0.06% | −457−8.9% | Reduced |
| Chicago Capital, LLC | 4,701 | $246.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 4,744 | $248.0K | 0.01% | +4,744 | New |
| Graves-Light Private Wealth Management, Inc. | 4,764 | $249.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,765 | $249.0K | 0.03% | +4,765 | New |
| Atlas Brown,Inc. | 4,789 | $250.0K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,800 | $251.0K | 0.11% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,775 | $251.0K | 0.09% | +10.0% | Added |
| FirstPurpose Wealth LLC | 4,804 | $251.0K | 0.17% | +4,804 | New |
| Linscomb & Williams, Inc. | 4,820 | $252.0K | 0.01% | −505−9.5% | Reduced |
| Boston Financial Mangement LLC | 4,813 | $252.0K | 0.01% | +833+20.9% | Added |
| Silverlake Wealth Management LLC | 4,821 | $252.1K | 0.16% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,865 | $254.0K | 0.01% | +924+23.4% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $255.0K | 0.08% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 4,900 | $256.0K | 0.04% | −264,257−98.2% | Reduced |
| Texas Yale Capital Corp. | 4,938 | $258.0K | 0.02% | +160+3.3% | Added |
| Personal Capital Advisors Corp | 4,974 | $260.0K | 0.00% | −79−1.6% | Reduced |
| Blueprint Investment Partners LLC | 5,028 | $263.0K | 0.07% | −893−15.1% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,049 | $264.0K | 0.07% | −6,761−57.2% | Reduced |
| Duncker Streett & Co Inc | 5,057 | $264.0K | 0.06% | 00.0% | Unchanged |
| Covenant Partners, LLC | 5,059 | $265.0K | 0.12% | −11,815−70.0% | Reduced |
| Oakworth Capital, Inc. | 5,108 | $267.0K | 0.03% | +5,108 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,140 | $269.0K | 0.16% | +20+0.4% | Added |
| Probity Advisors, Inc. | 5,144 | $269.0K | 0.06% | +137+2.7% | Added |
| Blue Chip Partners, Inc. | 5,160 | $270.0K | 0.03% | +48+0.9% | Added |
| Pathstone Family Office, LLC | 5,193 | $271.8K | 0.01% | +5,193 | New |
| First National Bank of Hutchinson | 5,215 | $273.0K | 0.20% | +615+13.4% | Added |
| Aries Wealth Management | 5,227 | $273.0K | 0.12% | +5,227 | New |
| Paragon Capital Management LLC | 5,231 | $274.0K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,269 | $276.0K | 0.02% | +5,269 | New |
| SevenBridge Financial Group, LLC | 5,301 | $277.0K | 0.11% | −200−3.6% | Reduced |
| Greenfield Savings Bank | 5,313 | $278.0K | 0.19% | +5,313 | New |
| Buckingham Strategic Wealth, LLC | 5,357 | $280.0K | 0.01% | −57−1.1% | Reduced |
| Bartlett & Co. LLC | 5,383 | $281.0K | 0.01% | +63+1.2% | Added |
| Wulff, Hansen & Co. | 5,369 | $281.0K | 0.32% | +212+4.1% | Added |
| Bartlett & Co. Wealth Management LLC | 5,383 | $281.5K | 0.01% | +63+1.2% | Added |
| Quilter Plc | 4,446 | $283.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,413 | $283.0K | 0.04% | +293+5.7% | Added |
| Principle Wealth Partners LLC | 5,476 | $286.0K | 0.03% | −270−4.7% | Reduced |
| City Holding Co | 5,492 | $287.0K | 0.05% | −399−6.8% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $289.0K | 0.19% | +5,897 | New |
| Naples Global Advisors, LLC | 5,544 | $290.0K | 0.04% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,574 | $291.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,561 | $291.0K | 0.27% | +187+3.5% | Added |
| Lafayette Investments, Inc. | 5,582 | $292.0K | 0.08% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,648 | $295.0K | 0.13% | +1,158+25.8% | Added |
| Founders Financial Alliance, LLC | 5,639 | $295.0K | 0.15% | +5,639 | New |
| Northeast Investment Management | 5,674 | $297.0K | 0.02% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 5,699 | $298.0K | 0.02% | −22,119−79.5% | Reduced |
| Chatham Capital Group, Inc. | 5,700 | $298.0K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,706 | $298.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,718 | $299.0K | 0.03% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,750 | $301.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 5,761 | $301.0K | 0.11% | +5,761 | New |
| Hardman Johnston Global Advisors LLC | 5,800 | $303.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,810 | $304.0K | 0.15% | −480−7.6% | Reduced |
| Red Cedar Capital, LLC | 5,815 | $304.0K | 0.21% | −306−5.0% | Reduced |
| Allworth Financial LP | 5,828 | $305.0K | 0.00% | +789+15.7% | Added |
| Hilltop Holdings Inc. | 5,897 | $308.0K | 0.04% | +385+7.0% | Added |
| Flagship Harbor Advisors, LLC | 5,896 | $308.0K | 0.03% | +5,896 | New |
| Cresset Asset Management, LLC | 5,910 | $309.0K | 0.00% | −1,826−23.6% | Reduced |
| Assetmark, Inc | 5,904 | $309.0K | 0.00% | +5,571+1,673.0% | Added |
| Moody National Bank Trust Division | 5,934 | $310.0K | 0.03% | +5,934 | New |
| Shulman DeMeo Asset Management LLC | 5,949 | $311.0K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5,948 | $311.0K | 0.23% | +5,948 | New |
| Amica Retiree Medical Trust | 5,994 | $313.0K | 0.35% | −7,534−55.7% | Reduced |
| Patten & Patten Inc | 6,008 | $314.0K | 0.03% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $314.0K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,035 | $316.0K | 0.16% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,050 | $317.0K | 0.13% | +400+7.1% | Added |
| Harbour Capital Advisors, LLC | 6,105 | $319.0K | 0.10% | +6,105 | New |
| Welch Group, LLC | 6,111 | $320.0K | 0.02% | −887−12.7% | Reduced |
| Prio Wealth Limited Partnership | 6,135 | $320.8K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,185 | $321.0K | 0.08% | +579+10.3% | Added |
| Berkeley Capital Partners, LLC | 6,144 | $321.0K | 0.13% | +383+6.6% | Added |
| Financial Advisory Service, Inc. | 6,234 | $326.0K | 0.03% | +122+2.0% | Added |
| Woodward Diversified Capital, LLC | 6,257 | $327.0K | 0.25% | −1,058−14.5% | Reduced |
| Confluence Wealth Services, Inc. | 6,095 | $328.0K | 0.14% | −230−3.6% | Reduced |
| KCM Investment Advisors LLC | 6,293 | $329.0K | 0.01% | −14,093−69.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $329.0K | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,301 | $329.0K | 0.01% | +437+7.5% | Added |
| Hudson Valley Investment Advisors Inc | 6,330 | $331.0K | 0.05% | +550+9.5% | Added |
| Levin Capital Strategies, L.P. | 6,365 | $333.0K | 0.04% | +6,365 | New |
| qPULA Trading Management LP | 6,377 | $333.0K | 1.23% | +6,377 | New |
| Parkside Financial Bank & Trust | 6,384 | $334.0K | 0.10% | −130−2.0% | Reduced |
| Baxter Bros Inc | 6,395 | $334.0K | 0.06% | 00.0% | Unchanged |