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 |
|---|---|---|---|---|---|
| Bogart Wealth, LLC | 19,912 | $1.04M | 0.09% | +654+3.4% | Added |
| Geneos Wealth Management Inc. | 20,083 | $1.04M | 0.05% | −302−1.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 19,922 | $1.04M | 0.04% | +380+1.9% | Added |
| Independent Advisor Alliance | 19,982 | $1.04M | 0.06% | +19,982 | New |
| Quest Investment Management LLC | 20,000 | $1.05M | 0.12% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 20,024 | $1.05M | 0.03% | −1,597−7.4% | Reduced |
| Level Four Advisory Services, LLC | 20,065 | $1.05M | 0.10% | −3,112−13.4% | Reduced |
| Sowell Financial Services LLC | 20,091 | $1.05M | 0.10% | +20,091 | New |
| American Portfolios Advisors | 20,148 | $1.05M | 0.04% | −4,870−19.5% | Reduced |
| HSBC Holdings PLC | 20,176 | $1.05M | 0.00% | −1,750,791−98.9% | Reduced |
| Shufro Rose & Co LLC | 20,350 | $1.06M | 0.09% | +6,800+50.2% | Added |
| Koshinski Asset Management, Inc. | 20,387 | $1.07M | 0.11% | −1,067−5.0% | Reduced |
| HB Wealth Management, LLC | 20,434 | $1.07M | 0.02% | −9,021−30.6% | Reduced |
| Bluestein R H & Co | 20,512 | $1.07M | 0.07% | +12,000+141.0% | Added |
| Lido Advisors, LLC | 20,562 | $1.07M | 0.02% | +20,562 | New |
| HighTower Trust Services, LTA | 22,202 | $1.08M | 0.18% | +2,290+11.5% | Added |
| Stratos Wealth Partners, LTD. | 20,814 | $1.09M | 0.03% | +20,814 | New |
| Wealth Alliance | 20,964 | $1.10M | 0.21% | +5,096+32.1% | Added |
| Lee Danner & Bass Inc | 20,976 | $1.10M | 0.11% | −20,503−49.4% | Reduced |
| Traynor Capital Management, Inc. | 21,132 | $1.10M | 0.19% | +21,132 | New |
| Chilton Capital Management LLC | 21,634 | $1.13M | 0.07% | −441−2.0% | Reduced |
| SOL Capital Management CO | 21,903 | $1.15M | 0.23% | −20−0.1% | Reduced |
| Quadrant Capital Group LLC | 22,310 | $1.17M | 0.16% | +959+4.5% | Added |
| Perigon Wealth Management, LLC | 22,317 | $1.17M | 0.10% | +8,194+58.0% | Added |
| Solstein Capital, LLC | 22,436 | $1.17M | 0.90% | +873+4.0% | Added |
| Wesbanco Bank Inc | 22,483 | $1.18M | 0.05% | −434−1.9% | Reduced |
| Ipswich Investment Management Co., Inc. | 22,473 | $1.18M | 0.34% | +200+0.9% | Added |
| Pitcairn Co | 22,496 | $1.18M | 0.12% | +195+0.9% | Added |
| McDonald Partners LLC | 22,606 | $1.18M | 0.30% | +7,590+50.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,936 | $1.20M | 0.01% | +22,936 | New |
| Busey Wealth Management | 22,971 | $1.20M | 0.06% | −8,784−27.7% | Reduced |
| HAP Trading, LLC | 23,178 | $1.21M | 0.15% | +5,589+31.8% | Added |
| Intrua Financial, LLC | 23,276 | $1.22M | 0.26% | −251−1.1% | Reduced |
| Johnson Investment Counsel Inc | 23,352 | $1.22M | 0.02% | +5,613+31.6% | Added |
| Cutter & CO Brokerage, Inc. | 23,437 | $1.23M | 0.42% | −367−1.5% | Reduced |
| FDx Advisors, Inc. | 23,466 | $1.23M | 0.05% | +1,827+8.4% | Added |
| Everett Harris & Co | 23,483 | $1.23M | 0.02% | −3,400−12.6% | Reduced |
| Rathbone Brothers plc | 24,295 | $1.27M | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 24,382 | $1.27M | 0.07% | +24,382 | New |
| Roberts Wealth Advisors, LLC | 26,008 | $1.28M | 0.56% | +431+1.7% | Added |
| Credit Capital Investments LLC | 24,500 | $1.28M | 1.45% | +10,000+69.0% | Added |
| Leavell Investment Management, Inc. | 24,609 | $1.29M | 0.10% | +24,609 | New |
| Cowa, LLC | 24,641 | $1.29M | 0.74% | +8,531+53.0% | Added |
| Grace & White Inc | 24,816 | $1.30M | 0.27% | 00.0% | Unchanged |
| Advisor Partners LLC | 24,865 | $1.30M | 0.09% | +5,181+26.3% | Added |
| Financial Counselors Inc | 25,470 | $1.33M | 0.03% | −30−0.1% | Reduced |
| Harbour Investment Management LLC | 25,678 | $1.34M | 0.81% | −1,060−4.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 25,757 | $1.35M | 0.37% | +33+0.1% | Added |
| CWM, LLC | 26,119 | $1.37M | 0.01% | +26,119 | New |
| Hunter Associates Investment Management LLC | 26,294 | $1.37M | 0.34% | +12,740+94.0% | Added |
| Foster & Motley Inc | 26,258 | $1.37M | 0.12% | +4,204+19.1% | Added |
| Americana Partners, LLC | 27,582 | $1.39M | 0.25% | +8,913+47.7% | Added |
| Bahl & Gaynor Inc | 26,850 | $1.40M | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 26,912 | $1.41M | 0.72% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 26,960 | $1.41M | 0.03% | +2,953+12.3% | Added |
| Cohen Capital Management, Inc. | 27,000 | $1.41M | 0.29% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 27,172 | $1.42M | 0.10% | +6,259+29.9% | Added |
| NewEdge Wealth, LLC | 27,215 | $1.42M | 0.06% | +18,309+205.6% | Added |
| Park National Corp | 27,225 | $1.42M | 0.07% | −4,099−13.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,233 | $1.42M | 0.12% | +800+3.0% | Added |
| Regatta Capital Group, LLC | 27,363 | $1.43M | 0.68% | −1,545−5.3% | Reduced |
| Donoghue Forlines LLC | 27,456 | $1.44M | 0.38% | +6,432+30.6% | Added |
| Stableford Capital II LLC | 27,679 | $1.44M | 0.66% | +27,679 | New |
| Roosevelt Investment Group LLC | 27,825 | $1.46M | 0.10% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 27,847 | $1.46M | 0.28% | +443+1.6% | Added |
| Wedbush Securities Inc | 27,994 | $1.46M | 0.08% | +27,994 | New |
| Guggenheim Capital LLC | 28,030 | $1.47M | 0.01% | −4,807−14.6% | Reduced |
| King Luther Capital Management Corp | 28,060 | $1.47M | 0.01% | +14,259+103.3% | Added |
| Barry Investment Advisors, LLC | 28,141 | $1.47M | 0.44% | +151+0.5% | Added |
| Schechter Investment Advisors, LLC | 28,319 | $1.48M | 0.14% | −1,076−3.7% | Reduced |
| Gofen & Glossberg LLC | 28,790 | $1.50M | 0.04% | −1,000−3.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 29,054 | $1.52M | 0.62% | +2,947+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 29,193 | $1.53M | 0.03% | −3,756−11.4% | Reduced |
| Manufacturers Life Insurance Company, The | 29,266 | $1.53M | 0.00% | −2,186−7.0% | Reduced |
| Highland Capital Management, LLC | 29,332 | $1.53M | 0.11% | 00.0% | Unchanged |
| Burney Co | 29,480 | $1.54M | 0.08% | +8,155+38.2% | Added |
| Stock Yards Bank & Trust Co | 29,602 | $1.55M | 0.06% | +29,602 | New |
| Fort Sheridan Advisors LLC | 29,730 | $1.55M | 0.51% | +714+2.5% | Added |
| Verdad Advisers, LP | 30,000 | $1.57M | 1.48% | +30,000 | New |
| Mitchell Capital Management Co | 30,186 | $1.58M | 0.44% | +3,553+13.3% | Added |
| Ritholtz Wealth Management | 30,431 | $1.59M | 0.10% | +30,431 | New |
| Valeo Financial Advisors, LLC | 30,520 | $1.60M | 0.10% | +4,908+19.2% | Added |
| Absher Wealth Management, LLC | 30,563 | $1.60M | 0.31% | −8,889−22.5% | Reduced |
| Signaturefd, LLC | 30,626 | $1.60M | 0.05% | +1,604+5.5% | Added |
| Forum Financial Management, LP | 31,203 | $1.63M | 0.08% | −11,071−26.2% | Reduced |
| Altium Wealth Management LLC | 31,551 | $1.65M | 0.12% | +21,475+213.1% | Added |
| MUFG Americas Holdings Corp | 31,761 | $1.66M | 0.04% | −709−2.2% | Reduced |
| Naviter Wealth, LLC | 32,039 | $1.68M | 0.69% | +32,039 | New |
| Earnest Partners LLC | 32,696 | $1.71M | 0.01% | +32,696 | New |
| Advisory Services Network, LLC | 32,834 | $1.72M | 0.06% | +2,347+7.7% | Added |
| Cary Street Partner Investment Advisory LLC | 33,379 | $1.75M | 0.15% | +3,863+13.1% | Added |
| Stephens Inc | 33,779 | $1.77M | 0.04% | −3,928−10.4% | Reduced |
| Octavia Wealth Advisors, LLC | 33,909 | $1.77M | 0.46% | −292−0.9% | Reduced |
| Veritable, L.P. | 34,064 | $1.78M | 0.03% | +2,224+7.0% | Added |
| Advisors Asset Management, Inc. | 34,051 | $1.78M | 0.03% | +34,051 | New |
| Stolper Co | 34,113 | $1.78M | 0.84% | +1,279+3.9% | Added |
| Credential Qtrade Securities Inc. | 35,004 | $1.83M | 0.13% | +1,747+5.3% | Added |
| Colony Group LLC | 35,490 | $1.86M | 0.03% | +6,447+22.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 36,532 | $1.91M | 0.01% | −72,613−66.5% | Reduced |
| Waters Parkerson & Co., LLC | 37,149 | $1.94M | 0.12% | −4,500−10.8% | Reduced |