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 |
|---|---|---|---|---|---|
| Kenfarb & Co. | 6,100 | $335.0K | 0.27% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,432 | $336.0K | 0.05% | +351+5.8% | Added |
| Beaton Management Co. Inc. | 6,450 | $337.0K | 0.24% | −163−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 6,442 | $337.0K | 0.03% | −102−1.6% | Reduced |
| NTV Asset Management LLC | 6,450 | $337.0K | 0.07% | +500+8.4% | Added |
| InTrack Investment Management Inc | 6,452 | $337.0K | 0.34% | +6,452 | New |
| Birch Hill Investment Advisors LLC | 6,500 | $340.0K | 0.02% | +6,500 | New |
| BKD Wealth Advisors, LLC | 6,524 | $341.0K | 0.01% | +486+8.0% | Added |
| Alpha Omega Wealth Management LLC | 6,550 | $342.0K | 0.06% | −100−1.5% | Reduced |
| E&G Advisors, LP | 6,550 | $342.0K | 0.12% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 6,550 | $342.0K | 0.16% | 00.0% | Unchanged |
| Wade G W & Inc | 6,558 | $343.0K | 0.02% | +737+12.7% | Added |
| Gagnon Securities LLC | 6,597 | $345.0K | 0.07% | +175+2.7% | Added |
| Lindbrook Capital, LLC | 6,589 | $345.0K | 0.06% | +2,073+45.9% | Added |
| Hancock Whitney Corp | 6,629 | $347.0K | 0.01% | −37−0.6% | Reduced |
| Bridges Investment Management Inc | 6,636 | $347.0K | 0.01% | 00.0% | Unchanged |
| Buckley Wealth Management, LLC | 6,655 | $348.0K | 0.11% | +108+1.6% | Added |
| Element Wealth, LLC | 6,690 | $350.0K | 0.35% | +36+0.5% | Added |
| Balentine LLC | 6,721 | $351.0K | 0.01% | +696+11.6% | Added |
| Capital Investment Advisory Services, LLC | 6,779 | $354.0K | 0.04% | +169+2.6% | Added |
| One Wealth Advisors, LLC | 6,795 | $355.0K | 0.10% | +6,795 | New |
| CWA Asset Management Group, LLC | 6,800 | $356.0K | 0.03% | −45−0.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,862 | $358.0K | 0.04% | +75+1.1% | Added |
| Wealthsource Partners, LLC | 6,858 | $359.0K | 0.03% | −1,390−16.9% | Reduced |
| Avant Capital LLC | 6,894 | $360.0K | 0.47% | 00.0% | Unchanged |
| Credit Agricole S A | 6,900 | $361.0K | 0.01% | −4,495−39.4% | Reduced |
| Well Done, LLC | 6,925 | $362.0K | 0.08% | +20.0% | Added |
| Rehmann Capital Advisory Group | 6,929 | $362.3K | 0.04% | −318−4.4% | Reduced |
| First National Trust Co | 6,975 | $364.0K | 0.02% | +106+1.5% | Added |
| Insight 2811, Inc. | 6,955 | $364.0K | 0.24% | +6,955 | New |
| Cubic Asset Management, LLC | 6,997 | $366.0K | 0.10% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,662 | $366.0K | 0.09% | 00.0% | Unchanged |
| Rossmore Private Capital | 7,028 | $367.0K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,016 | $367.0K | 0.03% | +218+3.2% | Added |
| St. Johns Investment Management Company, LLC | 7,030 | $368.0K | 0.23% | +1,709+32.1% | Added |
| Ahrens Investment Partners LLC | 7,053 | $369.0K | 0.16% | +4,535+180.1% | Added |
| Summit Financial Group Inc | 7,090 | $371.0K | 0.14% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7,100 | $371.0K | 0.03% | +7,100 | New |
| Summit Financial Wealth Advisors, LLC | 7,402 | $372.0K | 0.09% | +2,057+38.5% | Added |
| StrategIQ Financial Group, LLC | 7,117 | $372.0K | 0.05% | +2,977+71.9% | Added |
| Cardiff Park Advisors, LLC | 7,136 | $373.0K | 0.06% | +7,136 | New |
| Anchor Investment Management, LLC | 7,183 | $375.6K | 0.05% | −75−1.0% | Reduced |
| Bellecapital International Ltd. | 7,197 | $376.0K | 0.10% | −1,400−16.3% | Reduced |
| Ledyard National Bank | 7,181 | $376.0K | 0.05% | −200−2.7% | Reduced |
| Arkadios Wealth Advisors | 7,194 | $376.0K | 0.06% | +483+7.2% | Added |
| Northeast Financial Consultants Inc | 7,250 | $379.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,309 | $379.0K | 0.05% | +7,309 | New |
| Steel Peak Wealth Management LLC | 7,294 | $381.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 7,286 | $381.0K | 0.02% | +7,286 | New |
| West Oak Capital, LLC | 7,305 | $382.0K | 0.20% | −500−6.4% | Reduced |
| Pictet & Cie (Europe) SA | 7,300 | $382.0K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,307 | $382.0K | 0.02% | +1,538+26.7% | Added |
| Berkshire Asset Management LLC | 7,353 | $384.0K | 0.03% | −50−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 7,351 | $384.0K | 0.10% | +343+4.9% | Added |
| Baldwin Investment Management, LLC | 7,358 | $385.0K | 0.13% | +2,000+37.3% | Added |
| Successful Portfolios LLC | 7,386 | $386.0K | 0.26% | −3,175−30.1% | Reduced |
| Ruffer LLP | 7,500 | $392.0K | 0.02% | −26,500−77.9% | Reduced |
| YHB Investment Advisors, Inc. | 7,507 | $393.0K | 0.04% | +7,507 | New |
| Alhambra Investment Partners LLC | 7,551 | $395.0K | 0.29% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,554 | $395.0K | 0.05% | +117+1.6% | Added |
| Dynamic Advisor Solutions LLC | 7,562 | $395.0K | 0.03% | +7,562 | New |
| Intersect Capital LLC | 7,621 | $398.0K | 0.12% | −1,502−16.5% | Reduced |
| Salient Capital Advisors, LLC | 7,633 | $399.0K | 0.02% | +7,633 | New |
| Sittner & Nelson, LLC | 7,670 | $401.0K | 0.26% | −160−2.0% | Reduced |
| Stonebridge Capital Management Inc | 7,719 | $404.0K | 0.18% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,752 | $405.0K | 0.28% | −60−0.8% | Reduced |
| ICA Group Wealth Management, LLC | 7,704 | $407.0K | 0.08% | −504−6.1% | Reduced |
| Farmers Trust Co | 7,829 | $409.0K | 0.10% | −1,100−12.3% | Reduced |
| Cambridge Trust Co | 7,857 | $411.0K | 0.02% | +7,857 | New |
| Cape Cod Five Cents Savings Bank | 7,888 | $412.0K | 0.05% | −1,800−18.6% | Reduced |
| Cozad Asset Management Inc | 7,951 | $416.0K | 0.06% | +1,560+24.4% | Added |
| ETF Store, Inc. | 8,789 | $417.0K | 0.34% | +627+7.7% | Added |
| Philadelphia Trust Co | 7,975 | $417.0K | 0.04% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 8,000 | $418.0K | 0.15% | +8,000 | New |
| Vaughan David Investments LLC | 8,010 | $419.0K | 0.01% | −1,065−11.7% | Reduced |
| Bluefin Capital Management, LLC | 8,000 | $421.0K | 0.06% | −15,900−66.5% | Reduced |
| Rothschild Investment Corp | 8,125 | $425.0K | 0.04% | −225−2.7% | Reduced |
| Westwood Holdings Group Inc. | 8,133 | $425.0K | 0.00% | +200+2.5% | Added |
| Lester Murray Antman dba SimplyRich | 8,257 | $431.0K | 0.18% | +20.0% | Added |
| Wealthspire Advisors, LLC | 8,245 | $431.0K | 0.01% | +1,915+30.3% | Added |
| DMG Group, LLC | 8,302 | $432.0K | 0.51% | +2,341+39.3% | Added |
| Albert D Mason Inc | 8,305 | $434.0K | 0.32% | +80+1.0% | Added |
| YorkBridge Wealth Partners, LLC | 8,328 | $435.0K | 0.11% | −434−5.0% | Reduced |
| Brown Advisory Securities, LLC | 8,325 | $435.0K | 0.41% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,313 | $435.0K | 0.02% | +2,078+33.3% | Added |
| BLB&B Advisors, LLC | 8,376 | $438.0K | 0.03% | −767−8.4% | Reduced |
| Verdence Capital Advisors LLC | 8,367 | $438.0K | 0.06% | −96−1.1% | Reduced |
| Courier Capital LLC | 8,378 | $438.0K | 0.05% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 8,448 | $442.0K | 0.01% | +36+0.4% | Added |
| Jacobi Capital Management LLC | 8,447 | $442.0K | 0.06% | +8,447 | New |
| Hanson & Doremus Investment Management | 8,514 | $445.0K | 0.11% | −698−7.6% | Reduced |
| Transform Wealth, LLC | 8,552 | $447.0K | 0.07% | −610−6.7% | Reduced |
| Headinvest, LLC | 8,552 | $447.0K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 8,558 | $447.0K | 0.01% | +8,558 | New |
| Congress Park Capital LLC | 8,551 | $447.0K | 0.29% | +8,551 | New |
| Avestar Capital, LLC | 8,606 | $450.0K | 0.12% | −25,238−74.6% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $450.0K | 0.19% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 8,699 | $455.0K | 0.07% | −928−9.6% | Reduced |
| Harrell Investment Partners, LLC | 8,695 | $455.0K | 0.19% | +81+0.9% | Added |
| Gables Capital Management Inc. | 8,740 | $457.0K | 0.35% | −1,000−10.3% | Reduced |