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 |
|---|---|---|---|---|---|
| Vectors Research Management, LLC | 669 | $35.0K | 0.01% | +50+8.1% | Added |
| Concord Wealth Partners | 664 | $35.0K | 0.01% | +664 | New |
| Larson Financial Group LLC | 647 | $34.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 655 | $34.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 644 | $34.0K | 0.01% | +5+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 608 | $31.8K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 600 | $31.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 600 | $31.0K | 0.00% | +50+9.1% | Added |
| First Command Bank | 581 | $30.0K | 0.00% | +20+3.6% | Added |
| First Command Financial Services, Inc. | 581 | $30.0K | 0.00% | +20+3.6% | Added |
| Motco | 569 | $30.0K | 0.00% | +175+44.4% | Added |
| McMillion Capital Management Inc | 570 | $30.0K | 0.02% | +570 | New |
| Hantz Financial Services, Inc. | 539 | $28.0K | 0.00% | −10−1.8% | Reduced |
| BerganKDV Wealth Management, LLC | 544 | $28.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 516 | $27.0K | 0.00% | −8−1.5% | Reduced |
| Pflug Koory, LLC | 510 | $27.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 514 | $27.0K | 0.02% | +514 | New |
| Allspring Global Investments Holdings, LLC | 516 | $26.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $26.0K | 0.02% | +500 | New |
| Front Row Advisors LLC | 473 | $25.0K | 0.01% | −59−11.1% | Reduced |
| Creative Financial Designs Inc | 474 | $25.0K | 0.00% | −28−5.6% | Reduced |
| High Net Worth Advisory Group LLC | 432 | $23.0K | 0.01% | −600−58.1% | Reduced |
| PFS Partners, LLC | 428 | $22.4K | 0.02% | 00.0% | Unchanged |
| Lee Financial Co | 417 | $22.0K | 0.00% | −40−8.8% | Reduced |
| MCF Advisors LLC | 430 | $22.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 429 | $22.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 414 | $22.0K | 0.00% | −12−2.8% | Reduced |
| Heritage Wealth Advisors | 420 | $22.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 398 | $21.0K | 0.00% | +165+70.8% | Added |
| Tyler-Stone Wealth Management | 376 | $20.0K | 0.01% | +376 | New |
| First Financial Corp | 350 | $18.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 322 | $17.0K | 0.00% | −271−45.7% | Reduced |
| Nisa Investment Advisors, LLC | 327 | $17.0K | 0.00% | −10−3.0% | Reduced |
| Atwood & Palmer Inc | 324 | $17.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $16.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $16.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $16.0K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 311 | $16.0K | 0.01% | +311 | New |
| Raleigh Capital Management Inc. | 310 | $16.0K | 0.01% | +310 | New |
| Kelly Financial Services LLC | 301 | $15.8K | 0.01% | +2+0.7% | Added |
| Stephens Consulting, LLC | 300 | $15.7K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 300 | $15.7K | 0.00% | +300 | New |
| Johnson Financial Group, Inc. | 279 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 280 | $15.0K | 0.03% | +155+124.0% | Added |
| Atticus Wealth Management, LLC | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 260 | $14.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 272 | $14.0K | 0.00% | +264+3,300.0% | Added |
| Halpern Financial, Inc. | 258 | $13.5K | 0.01% | +158+158.0% | Added |
| TD Ameritrade Investment Management, LLC | 253 | $13.0K | 0.00% | −491−66.0% | Reduced |
| Hartford Financial Management Inc. | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 250 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 250 | $13.0K | 0.00% | +250 | New |
| Bank of New Hampshire | 240 | $13.0K | 0.00% | +240 | New |
| Edge Capital Group, LLC | 418 | $12.0K | 0.00% | −108,011−99.6% | Reduced |
| Central Bank & Trust Co | 230 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 233 | $12.0K | 0.00% | +233 | New |
| Cedar Wealth Management, LLC | 216 | $11.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 202 | $11.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $11.0K | 0.01% | +207 | New |
| RWM Asset Management, LLC | 203 | $11.0K | 0.00% | +203 | New |
| CoreFirst Bank & Trust | 217 | $11.0K | 0.01% | +217 | New |
| Cornerstone Management, Inc. | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 193 | $10.0K | 0.00% | −187−49.2% | Reduced |
| Evermay Wealth Management LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 198 | $10.0K | 0.01% | +198 | New |
| First National Bank of South Miami | 200 | $10.0K | 0.01% | +200 | New |
| Heritage Financial Services, LLC | 190 | $9.00K | 0.01% | +190 | New |
| Meeder Asset Management Inc | 147 | $8.00K | 0.00% | −307−67.6% | Reduced |
| JJJ Advisors Inc. | 158 | $8.00K | 0.00% | −76−32.5% | Reduced |
| Pacifica Partners Inc. | 155 | $8.00K | 0.01% | −50−24.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 130 | $7.00K | 0.00% | −170−56.7% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 129 | $7.00K | 0.00% | −110−46.0% | Reduced |
| Federated Hermes, Inc. | 129 | $7.00K | 0.00% | −50−27.9% | Reduced |
| Coastal Capital Group, Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 113 | $6.00K | 0.01% | +1+0.9% | Added |
| Cowen Prime Advisors LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 114 | $6.00K | 0.00% | +114 | New |
| CNB Bank | 108 | $6.00K | 0.00% | +108 | New |
| Blume Capital Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 102 | $5.00K | 0.00% | +102 | New |
| Better Money Decisions, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Center for Financial Planning, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 76 | $4.00K | 0.00% | +76 | New |
| Eukles Asset Management | 70 | $4.00K | 0.00% | +70 | New |
| Karlinski Andrew C | 70 | $4.00K | 0.01% | +70 | New |
| Rockbridge Investment Management, LCC | 62 | $3.24K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |