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 |
|---|---|---|---|---|---|
| Reynolds Investment Management, Inc. | 8,769 | $459.0K | 0.16% | −102−1.1% | Reduced |
| Select Asset Management & Trust | 8,824 | $461.0K | 0.50% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $462.0K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 9,253 | $462.0K | 0.04% | +2,621+39.5% | Added |
| Karpas Strategies, LLC | 8,852 | $463.0K | 0.16% | 00.0% | Unchanged |
| Plancorp, LLC | 8,886 | $465.0K | 0.03% | +8,886 | New |
| TD Private Client Wealth LLC | 8,943 | $467.6K | 0.02% | +3,579+66.7% | Added |
| Change Path, LLC | 8,966 | $469.0K | 0.03% | −588−6.2% | Reduced |
| Montag A & Associates Inc | 8,975 | $469.0K | 0.03% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 8,972 | $469.0K | 0.17% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 8,985 | $470.0K | 0.05% | +2,959+49.1% | Added |
| Tandem Capital Management Corp | 9,005 | $471.0K | 0.38% | +2,050+29.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $475.0K | 0.14% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9,100 | $475.8K | 0.08% | −5,738−38.7% | Reduced |
| Eudaimonia Partners, LLC | 9,121 | $477.0K | 0.09% | +365+4.2% | Added |
| Proequities, Inc. | 9,134 | $478.0K | 0.04% | −145−1.6% | Reduced |
| MSH Capital Advisors LLC | 9,169 | $479.4K | 0.22% | +500+5.8% | Added |
| RMB Capital Management, LLC | 9,245 | $483.0K | 0.02% | +2,355+34.2% | Added |
| Curated Wealth Partners LLC | 9,245 | $483.0K | 0.14% | +9,245 | New |
| Boston Family Office LLC | 9,350 | $489.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 9,514 | $497.0K | 0.01% | −66−0.7% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $498.0K | 0.45% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 9,515 | $498.0K | 0.05% | +450+5.0% | Added |
| Schulhoff & Co Inc | 9,567 | $500.0K | 0.23% | +9,567 | New |
| Janus Henderson Group PLC | 9,613 | $503.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 9,630 | $504.0K | 0.07% | +9,630 | New |
| Saxon Interests, Inc. | 9,665 | $505.0K | 0.31% | +9,665 | New |
| Rosenberg Matthew Hamilton | 9,753 | $506.0K | 0.19% | +20.0% | Added |
| Meridian Wealth Management, LLC | 9,686 | $506.0K | 0.04% | +159+1.7% | Added |
| Evanson Asset Management, LLC | 9,680 | $506.0K | 0.06% | +9,680 | New |
| Estabrook Capital Management | 9,735 | $509.0K | 0.09% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 9,760 | $510.4K | 0.05% | −196−2.0% | Reduced |
| Cubist Systematic Strategies, LLC | 9,807 | $513.0K | 0.00% | −3,474−26.2% | Reduced |
| NBT Bank N A | 9,850 | $515.0K | 0.08% | +9,850 | New |
| W Advisors, LLC | 9,864 | $516.0K | 0.45% | 00.0% | Unchanged |
| Investment Advisory Services Inc | 9,885 | $517.0K | 0.30% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 9,900 | $518.0K | 0.08% | +9,900 | New |
| Saturna Capital CORP | 9,949 | $520.0K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,992 | $522.0K | 0.10% | −331−3.2% | Reduced |
| Wrapmanager Inc | 9,980 | $522.0K | 0.16% | −11−0.1% | Reduced |
| Shelton Capital Management | 10,000 | $523.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $523.0K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9,994 | $523.0K | 0.02% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,046 | $525.0K | 0.09% | +10,046 | New |
| Fruth Investment Management | 9,573 | $532.0K | 0.15% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,331 | $540.0K | 0.07% | +4,794+86.6% | Added |
| Eagle Harbor Asset Management Inc | 10,337 | $540.5K | 0.84% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,400 | $543.0K | 0.11% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 10,418 | $544.0K | 0.21% | +1,459+16.3% | Added |
| North Star Investment Management Corp. | 10,450 | $546.0K | 0.05% | −555−5.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 10,447 | $546.0K | 0.12% | +6,473+162.9% | Added |
| Tower Research Capital LLC (TRC) | 10,435 | $546.0K | 0.01% | +10,434+1,043,400.0% | Added |
| Sunbelt Securities, Inc. | 10,455 | $547.0K | 0.12% | +298+2.9% | Added |
| Bradley Foster & Sargent Inc | 10,603 | $554.0K | 0.01% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 10,609 | $554.0K | 0.75% | +50.0% | Added |
| Pictet Bank & Trust Ltd | 10,620 | $555.0K | 0.38% | +20+0.2% | Added |
| Parsons Capital Management Inc | 10,636 | $556.0K | 0.05% | −332−3.0% | Reduced |
| Marks Group Wealth Management, Inc | 10,755 | $562.0K | 0.08% | +1,533+16.6% | Added |
| MAI Capital Management | 10,775 | $563.0K | 0.01% | −5,643−34.4% | Reduced |
| Segall Bryant & Hamill, LLC | 10,935 | $572.0K | 0.01% | +51+0.5% | Added |
| Bank Hapoalim BM | 10,938 | $572.0K | 0.07% | +1,219+12.5% | Added |
| First Business Financial Services, Inc. | 10,974 | $574.0K | 0.08% | +10,974 | New |
| Williams Jones Wealth Management, LLC. | 10,980 | $574.0K | 0.01% | +10,980 | New |
| Kozak & Associates, Inc. | 11,001 | $575.0K | 0.38% | 00.0% | Unchanged |
| Envoi LLC | 11,000 | $575.2K | 1.68% | +11,000 | New |
| Capital Investment Advisors, LLC | 11,024 | $576.0K | 0.02% | +166+1.5% | Added |
| Ironsides Asset Advisors, LLC | 11,102 | $581.0K | 0.22% | 00.0% | Unchanged |
| Henry James International Management, Inc. | 11,273 | $589.0K | 0.29% | +760+7.2% | Added |
| 9258 Wealth Management, LLC | 11,363 | $594.0K | 0.15% | −189−1.6% | Reduced |
| Lazard Asset Management LLC | 11,370 | $594.0K | 0.00% | +793+7.5% | Added |
| Clarius Group, LLC | 11,415 | $597.0K | 0.06% | +11,415 | New |
| Investors Research Corp | 11,483 | $600.0K | 0.18% | +11,483 | New |
| Diversified Trust Co | 11,491 | $601.0K | 0.03% | +1,312+12.9% | Added |
| Stoneridge Investment Partners LLC | 11,600 | $607.0K | 0.33% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 11,615 | $607.3K | 0.05% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 11,692 | $611.0K | 0.04% | +481+4.3% | Added |
| Mather Group, LLC. | 11,737 | $614.0K | 0.01% | +128+1.1% | Added |
| Dorchester Wealth Management Co | 11,800 | $617.0K | 0.12% | −25−0.2% | Reduced |
| Strategic Global Advisors, LLC | 11,811 | $618.0K | 0.09% | −155−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 11,825 | $618.0K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 11,827 | $618.0K | 0.00% | +11,827 | New |
| Schnieders Capital Management LLC | 11,845 | $619.0K | 0.18% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 11,885 | $621.0K | 0.11% | −4,684−28.3% | Reduced |
| B. Riley Wealth Management, Inc. | 11,922 | $623.0K | 0.06% | +4,783+67.0% | Added |
| Telemetry Investments, L.L.C. | 12,000 | $627.0K | 0.96% | 00.0% | Unchanged |
| Penbrook Management LLC | 12,100 | $633.0K | 0.50% | −110−0.9% | Reduced |
| Vise Technologies, Inc. | 12,113 | $633.0K | 0.25% | +4,744+64.4% | Added |
| TCW Group Inc | 12,146 | $635.0K | 0.01% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 12,174 | $637.0K | 0.24% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 12,200 | $638.0K | 0.37% | +12,200 | New |
| Eagle Asset Management Inc | 12,226 | $639.0K | 0.00% | +12,226 | New |
| Waverton Investment Management Ltd | 12,248 | $640.0K | 0.02% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,263 | $641.2K | 0.01% | −750−5.8% | Reduced |
| Comerica Securities,inc. | 12,328 | $645.0K | 0.05% | +3,803+44.6% | Added |
| Laidlaw Wealth Management LLC | 12,407 | $649.0K | 0.13% | +963+8.4% | Added |
| Private Trust Co NA | 12,433 | $650.0K | 0.10% | 00.0% | Unchanged |
| Argent Trust Co | 12,446 | $651.0K | 0.04% | +12,446 | New |
| Aull & Monroe Investment Management Corp | 12,450 | $652.0K | 0.33% | −102−0.8% | Reduced |
| Oxbow Advisors, LLC | 12,570 | $657.0K | 0.09% | +2,500+24.8% | Added |
| Birmingham Capital Management Co Inc | 12,600 | $659.0K | 0.26% | 00.0% | Unchanged |