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 |
|---|---|---|---|---|---|
| NVWM, LLC | 12,623 | $660.0K | 0.26% | +12,551+17,431.9% | Added |
| Retirement Planning Co of New England, Inc. | 12,674 | $662.0K | 0.45% | +151+1.2% | Added |
| Sage Rhino Capital LLC | 12,669 | $662.0K | 0.25% | +467+3.8% | Added |
| Pacific Global Investment Management CO | 12,713 | $665.0K | 0.16% | +936+7.9% | Added |
| Kestra Private Wealth Services, LLC | 12,753 | $667.0K | 0.04% | +3,589+39.2% | Added |
| Thornburg Investment Management Inc | 12,920 | $676.0K | 0.01% | −1,984−13.3% | Reduced |
| CPWM, LLC | 13,026 | $681.0K | 0.06% | +699+5.7% | Added |
| Kovack Advisors, Inc. | 13,019 | $681.0K | 0.09% | +1,045+8.7% | Added |
| Baker Ellis Asset Management LLC | 13,100 | $685.0K | 0.14% | −200−1.5% | Reduced |
| Trust Co of Vermont | 13,116 | $685.0K | 0.05% | −53−0.4% | Reduced |
| Hudson Portfolio Management LLC | 13,155 | $688.0K | 0.71% | −125−0.9% | Reduced |
| Energy Opportunities Capital Management, LLC | 13,265 | $694.0K | 1.99% | −1,160−8.0% | Reduced |
| Navellier & Associates Inc | 13,319 | $696.0K | 0.15% | +13,319 | New |
| Infrastructure Capital Advisors, LLC | 13,347 | $698.0K | 0.14% | +5,346+66.8% | Added |
| Western Wealth Management, LLC | 13,303 | $699.0K | 0.04% | +13,303 | New |
| WealthTrust Axiom LLC | 13,419 | $701.0K | 0.25% | +11+0.1% | Added |
| Crewe Advisors LLC | 13,422 | $702.0K | 0.16% | +7,000+109.0% | Added |
| Central Trust Co | 13,422 | $702.0K | 0.02% | +13,422 | New |
| Archetype Wealth Partners | 13,471 | $704.0K | 0.20% | +171+1.3% | Added |
| Clearstead Advisors, LLC | 13,491 | $705.0K | 0.05% | −22−0.2% | Reduced |
| EP Wealth Advisors, LLC | 13,531 | $708.0K | 0.02% | −4,984−26.9% | Reduced |
| Qtron Investments LLC | 13,533 | $708.0K | 0.16% | +3,272+31.9% | Added |
| National Asset Management, Inc. | 13,538 | $709.0K | 0.03% | −2,541−15.8% | Reduced |
| Ameritas Advisory Services, LLC | 13,587 | $710.0K | 0.04% | −2,009−12.9% | Reduced |
| First Horizon Advisors, Inc. | 13,903 | $726.0K | 0.03% | +1,999+16.8% | Added |
| Kingsview Wealth Management, LLC | 13,930 | $728.0K | 0.03% | +2,884+26.1% | Added |
| GFG Capital, LLC | 14,025 | $733.0K | 0.22% | +531+3.9% | Added |
| Hayek Kallen Investment Management | 14,047 | $735.0K | 0.32% | +281+2.0% | Added |
| Diligent Investors, LLC | 14,129 | $739.0K | 0.25% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,838 | $739.0K | 0.07% | +1,472+11.9% | Added |
| Tiaa, FSB | 14,253 | $745.0K | 0.00% | −20.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14,313 | $748.0K | 0.00% | −232−1.6% | Reduced |
| Vontobel Holding Ltd. | 14,400 | $753.0K | 0.01% | 00.0% | Unchanged |
| Puzo Michael J | 14,450 | $755.0K | 0.27% | −1,150−7.4% | Reduced |
| Chesley Taft & Associates LLC | 14,440 | $755.0K | 0.05% | 00.0% | Unchanged |
| Profund Advisors LLC | 14,501 | $758.0K | 0.05% | −1,569−9.8% | Reduced |
| Gamco Investors, Inc. Et Al | 14,492 | $758.0K | 0.01% | −200−1.4% | Reduced |
| American Financial Group Inc | 14,500 | $758.0K | 0.26% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,752 | $771.0K | 0.02% | +3,121+26.8% | Added |
| Henshaw Capital LLC | 14,855 | $776.8K | 0.05% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14,900 | $779.0K | 0.26% | −6,900−31.7% | Reduced |
| Mission Wealth Management, LP | 14,984 | $784.0K | 0.04% | −576−3.7% | Reduced |
| RBF Capital, LLC | 15,000 | $784.0K | 0.05% | +15,000 | New |
| Total Investment Management Inc | 15,005 | $785.0K | 0.14% | +50.0% | Added |
| Phoenix Holdings Ltd. | 14,907 | $787.0K | 0.02% | +14,907 | New |
| Pin Oak Investment Advisors Inc | 15,210 | $795.0K | 0.97% | −355−2.3% | Reduced |
| Clarus Group, Inc. | 15,326 | $801.0K | 0.67% | −1,692−9.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,408 | $806.0K | 0.01% | +15,408 | New |
| Boston Private Wealth LLC | 15,501 | $811.0K | 0.01% | +3,523+29.4% | Added |
| Banco de Sabadell, S.A | 15,593 | $814.0K | 0.68% | +15,593 | New |
| Shoker Investment Counsel, Inc. | 15,663 | $818.0K | 0.43% | −1,352−7.9% | Reduced |
| Sigma Planning Corp | 15,781 | $825.0K | 0.03% | +1,433+10.0% | Added |
| Old National Bancorp | 15,800 | $826.0K | 0.03% | +3,471+28.2% | Added |
| McKinley Capital Management LLC /Delaware | 15,936 | $834.0K | 0.11% | +20+0.1% | Added |
| LMCG Investments, LLC | 16,023 | $838.0K | 0.06% | −180−1.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,070 | $840.0K | 0.04% | −592−3.6% | Reduced |
| HBK Sorce Advisory LLC | 16,130 | $843.0K | 0.06% | −1,563−8.8% | Reduced |
| Marietta Investment Partners LLC | 16,343 | $855.0K | 0.25% | +20+0.1% | Added |
| Bank of Hawaii | 16,400 | $858.0K | 0.05% | +2,579+18.7% | Added |
| Confluence Investment Management LLC | 16,472 | $861.0K | 0.01% | −9−0.1% | Reduced |
| Farmer Steven Patrick | 16,472 | $861.0K | 0.01% | +16,472 | New |
| Cambiar Investors LLC | 16,607 | $868.0K | 0.04% | +16,607 | New |
| Greenleaf Trust | 16,764 | $877.0K | 0.01% | −4,690−21.9% | Reduced |
| Dearborn Partners LLC | 16,811 | $879.0K | 0.04% | −943−5.3% | Reduced |
| Rodgers Brothers Inc. | 16,850 | $881.0K | 0.17% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 17,000 | $889.0K | 1.29% | −1,000−5.6% | Reduced |
| First Manhattan Co | 17,078 | $893.0K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 17,168 | $898.0K | 0.09% | +1,360+8.6% | Added |
| Epoch Investment Partners, Inc. | 17,177 | $898.0K | 0.01% | +17,177 | New |
| Ingalls & Snyder LLC | 17,187 | $899.0K | 0.05% | −10−0.1% | Reduced |
| Parallel Advisors, LLC | 17,202 | $899.0K | 0.04% | +2,886+20.2% | Added |
| Radnor Capital Management, LLC | 17,278 | $903.0K | 0.25% | −818−4.5% | Reduced |
| Auxier Asset Management | 17,496 | $915.0K | 0.16% | +900+5.4% | Added |
| Swiss Life Asset Management Ltd | 17,614 | $921.0K | 0.01% | −4,045−18.7% | Reduced |
| Moneta Group Investment Advisors LLC | 17,709 | $926.0K | 0.03% | −2,681−13.1% | Reduced |
| F3Logic, LLC | 17,763 | $929.0K | 0.16% | +17,763 | New |
| Beck Mack & Oliver LLC | 17,787 | $930.0K | 0.03% | −9,899−35.8% | Reduced |
| Howland Capital Management LLC | 17,845 | $933.0K | 0.06% | +17,845 | New |
| Nicholas Hoffman & Company, LLC. | 17,901 | $936.0K | 0.04% | +1,000+5.9% | Added |
| Prudential Financial Inc | 17,790 | $936.0K | 0.00% | +2,452+16.0% | Added |
| Beese Fulmer Investment Management, Inc. | 18,227 | $953.0K | 0.12% | −500−2.7% | Reduced |
| Snowden Capital Advisors LLC | 18,417 | $963.0K | 0.04% | +3,848+26.4% | Added |
| Whittier Trust Co | 18,435 | $964.0K | 0.02% | −1,005−5.2% | Reduced |
| Atlas Private Wealth Management | 18,426 | $964.0K | 0.66% | −767−4.0% | Reduced |
| Eagle Rock Investment Company, LLC | 18,475 | $966.0K | 0.24% | +75+0.4% | Added |
| HighPoint Advisor Group LLC | 20,319 | $975.0K | 0.11% | +20,319 | New |
| Synovus Financial Corp | 18,717 | $977.0K | 0.01% | +184+1.0% | Added |
| BTC Capital Management, Inc. | 18,792 | $980.0K | 0.12% | −35,114−65.1% | Reduced |
| Bessemer Group Inc | 18,847 | $985.0K | 0.00% | +1,585+9.2% | Added |
| Brooks, Moore & Associates, Inc. | 18,844 | $985.0K | 0.71% | +12,933+218.8% | Added |
| Glenview Trust Co | 18,858 | $986.0K | 0.04% | +40+0.2% | Added |
| Clal Insurance Enterprises Holdings Ltd | 19,000 | $994.0K | 0.01% | +6,000+46.2% | Added |
| West Family Investments, Inc. | 19,162 | $1.00M | 0.40% | −1,080−5.3% | Reduced |
| Red Spruce Capital, LLC | 19,195 | $1.00M | 0.67% | −210−1.1% | Reduced |
| Israel Discount Bank of New York | 19,409 | $1.01M | 0.77% | +19,409 | New |
| Wellington Shields Capital Management, LLC | 19,525 | $1.02M | 0.13% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 19,548 | $1.02M | 0.06% | +5,602+40.2% | Added |
| CoreCap Advisors, LLC | 19,574 | $1.02M | 0.08% | +19,574 | New |
| Beacon Pointe Advisors, LLC | 19,643 | $1.03M | 0.02% | +19,643 | New |
| Excalibur Management Corp | 19,820 | $1.04M | 0.54% | −2,697−12.0% | Reduced |