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 |
|---|---|---|---|---|---|
| Washington Trust Advisors, Inc. | 3,859 | $201.0K | 0.02% | +85+2.3% | Added |
| Cable Hill Partners, LLC | 3,853 | $201.0K | 0.05% | +103+2.7% | Added |
| Ronald Blue Trust, Inc. | 3,531 | $194.0K | 0.00% | +3,531 | New |
| Trustcore Financial Services, LLC | 3,571 | $187.0K | 0.02% | +221+6.6% | Added |
| Aquatic Capital Management LLC | 3,500 | $183.0K | 0.06% | +3,500 | New |
| Cascade Investment Advisors, Inc. | 3,400 | $177.8K | 0.14% | −100−2.9% | Reduced |
| Stonebridge Capital Advisors LLC | 3,334 | $174.0K | 0.02% | −97−2.8% | Reduced |
| Glassman Wealth Services | 3,263 | $171.0K | 0.04% | +3,263 | New |
| Toronto Dominion Bank | 3,240 | $170.0K | 0.00% | −500−13.4% | Reduced |
| Financial Management Professionals, Inc. | 3,250 | $170.0K | 0.04% | −99−3.0% | Reduced |
| Peoples Financial Services Corp. | 3,250 | $170.0K | 0.08% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,249 | $170.0K | 0.00% | +3,249 | New |
| Avion Wealth | 3,224 | $169.0K | 0.05% | +88+2.8% | Added |
| Tompkins Financial Corp | 3,230 | $169.0K | 0.03% | +3,230 | New |
| JFS Wealth Advisors, LLC | 3,130 | $164.0K | 0.02% | +244+8.5% | Added |
| United Community Bank | 3,006 | $157.2K | 0.17% | −1,750−36.8% | Reduced |
| Vigilant Capital Management, LLC | 3,000 | $157.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 2,906 | $152.0K | 0.11% | −103−3.4% | Reduced |
| Dividend Assets Capital, LLC | 2,913 | $152.0K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,917 | $152.0K | 0.04% | +2,340+405.5% | Added |
| Horan Securities, Inc. | 3,064 | $146.0K | 0.09% | +438+16.7% | Added |
| Arlington Partners LLC | 2,672 | $140.0K | 0.05% | +2,672 | New |
| First PREMIER Bank | 2,653 | $139.0K | 0.04% | +2,653 | New |
| Resources Management Corp | 2,590 | $135.0K | 0.02% | +2,590 | New |
| Hexagon Capital Partners LLC | 2,533 | $132.0K | 0.04% | +421+19.9% | Added |
| Wellington Shields & Co., LLC | 2,451 | $128.0K | 0.03% | −1,197−32.8% | Reduced |
| Endurance Wealth Management, Inc. | 2,436 | $127.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,425 | $127.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 2,366 | $124.0K | 0.01% | −22−0.9% | Reduced |
| Tucker Asset Management LLC | 2,362 | $123.5K | 0.04% | −851−26.5% | Reduced |
| HM Payson & Co | 2,311 | $121.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,214 | $115.0K | 0.02% | −12−0.5% | Reduced |
| Addison Advisors LLC | 2,177 | $114.0K | 0.07% | −275−11.2% | Reduced |
| Capital Analysts, LLC | 2,187 | $114.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,174 | $114.0K | 0.04% | +2,174 | New |
| Salem Investment Counselors Inc | 2,166 | $113.0K | 0.01% | +522+31.8% | Added |
| Castle Wealth Management LLC | 2,121 | $111.0K | 0.06% | +2,121 | New |
| BOK Financial Private Wealth, Inc. | 2,041 | $107.0K | 0.01% | +2,041 | New |
| Northwest Investment Counselors, LLC | 2,017 | $105.0K | 0.03% | +1,900+1,623.9% | Added |
| Ardsley Advisory Partners LP | 2,000 | $105.0K | 0.03% | +2,000 | New |
| Parallax Volatility Advisers, L.P. | 1,947 | $102.0K | 0.00% | −13,222−87.2% | Reduced |
| Bray Capital Advisors | 1,950 | $102.0K | 0.03% | +1,950 | New |
| Syverson Strege & Co | 1,943 | $102.0K | 0.04% | +1,943 | New |
| SG Americas Securities, LLC | 1,939 | $101.0K | 0.00% | −566,463−99.7% | Reduced |
| Riverview Trust Co | 1,889 | $99.0K | 0.09% | +1,889 | New |
| M&R Capital Management Inc | 1,853 | $96.0K | 0.03% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,829 | $96.0K | 0.07% | +1,829 | New |
| AdvisorNet Financial, Inc | 1,826 | $95.0K | 0.01% | −858−32.0% | Reduced |
| Ancora Advisors, LLC | 1,777 | $93.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1,781 | $93.0K | 0.09% | +488+37.7% | Added |
| Caldwell Trust Co | 1,773 | $92.7K | 0.01% | +536+43.3% | Added |
| Enterprise Trust & Investment Co | 1,720 | $90.0K | 0.04% | +1,720 | New |
| Disciplined Equity Management, Inc. | 1,730 | $90.0K | 0.08% | +1,730 | New |
| FourThought Financial, LLC | 1,696 | $89.0K | 0.01% | −35−2.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,710 | $89.0K | 0.02% | +1,710 | New |
| AlphaMark Advisors, LLC | 1,648 | $86.0K | 0.04% | +30+1.9% | Added |
| C M Bidwell & Associates Ltd | 1,618 | $85.0K | 0.07% | −4−0.2% | Reduced |
| BDO Wealth Advisors, LLC | 1,604 | $84.0K | 0.01% | −198−11.0% | Reduced |
| Legacy Bridge, LLC | 1,600 | $84.0K | 0.06% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,539 | $81.0K | 0.01% | +1,539 | New |
| Eagle Bay Advisors LLC | 1,530 | $80.0K | 0.05% | +1,530 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,527 | $80.0K | 0.02% | −289−15.9% | Reduced |
| Clearview Wealth Advisors LLC | 1,514 | $79.0K | 0.06% | +11+0.7% | Added |
| Marshall & Sullivan Inc | 1,517 | $79.0K | 0.05% | +1,517 | New |
| American Research & Management Co. | 1,450 | $76.0K | 0.02% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1,455 | $76.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 1,411 | $73.8K | 0.03% | +6+0.4% | Added |
| Citizens National Bank Trust Department | 1,397 | $73.0K | 0.02% | +1,397 | New |
| SRS Capital Advisors, Inc. | 1,337 | $70.0K | 0.01% | −881−39.7% | Reduced |
| West Branch Capital LLC | 1,331 | $70.0K | 0.04% | +31+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 1,295 | $68.0K | 0.04% | −3,112−70.6% | Reduced |
| Timber Creek Capital Management LLC | 1,300 | $67.0K | 0.02% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,238 | $65.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,215 | $64.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,215 | $63.1K | 0.04% | −20−1.6% | Reduced |
| Princeton Global Asset Management LLC | 1,208 | $63.0K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,185 | $62.0K | 0.01% | +1,185 | New |
| Paradigm Asset Management Co LLC | 1,168 | $61.1K | 0.02% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,128 | $59.0K | 0.00% | +657+139.5% | Added |
| Wolff Wiese Magana LLC | 1,064 | $56.0K | 0.04% | −42−3.8% | Reduced |
| Piscataqua Savings Bank | 1,054 | $55.0K | 0.05% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,029 | $54.0K | 0.00% | −144−12.3% | Reduced |
| Baldwin Brothers Inc | 1,024 | $54.0K | 0.01% | +1,024 | New |
| Arcadia Investment Management Corp | 984 | $51.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 942 | $49.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 900 | $47.0K | 0.02% | +900 | New |
| FinTrust Capital Advisors, LLC | 935 | $46.0K | 0.01% | +520+125.3% | Added |
| Accel Wealth Management | 948 | $45.0K | 0.03% | 00.0% | Unchanged |
| First Personal Financial Services | 870 | $45.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 863 | $45.0K | 0.04% | +500+137.7% | Added |
| Sutton Wealth Advisors Inc. | 840 | $43.9K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 840 | $43.0K | 0.04% | +3+0.4% | Added |
| Highlander Capital Management, LLC | 800 | $42.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 809 | $42.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 800 | $42.0K | 0.02% | +500+166.7% | Added |
| Selective Wealth Management, Inc. | 771 | $40.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 773 | $40.0K | 0.00% | +766+10,942.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 755 | $39.0K | 0.00% | −6−0.8% | Reduced |
| Win Advisors, Inc | 718 | $37.0K | 0.07% | +257+55.7% | Added |
| HHM Wealth Advisors, LLC | 691 | $36.0K | 0.01% | +391+130.3% | Added |