Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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.

Institutional holdersQ2 2022: 1,125 institutions

Value heldQ2 2022: $15.3B

Institutions holding SHEL and their total value by quarter
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.

Institutions holding SHEL in Q2 2022
Institution	Shares	Value	% of portfolio	Change in shares	Action
Mascoma Wealth Management LLC	54	$3.00K	0.00%	00.0%	Unchanged
Bangor Savings Bank	53	$3.00K	0.00%	+53	New
Field & Main Bank	55	$3.00K	0.00%	+55	New
Jackson, Grant Investment Advisers, Inc.	58	$3.00K	0.00%	+58	New
Goodwin Investment Advisory	50	$2.62K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	49	$2.56K	0.00%	00.0%	Unchanged
Moisand Fitzgerald Tamayo, LLC	36	$2.00K	0.00%	−39−52.0%	Reduced
Ameritas Investment Partners, Inc.	44	$2.00K	0.00%	00.0%	Unchanged
Financial Enhancement Group LLC	35	$2.00K	0.00%	00.0%	Unchanged
Gould Capital, LLC	30	$2.00K	0.00%	00.0%	Unchanged
American National Bank	47	$2.00K	0.00%	+47	New
HighMark Wealth Management LLC	39	$2.00K	0.00%	+39	New
Quintet Private Bank (Europe) S.A.	32	$1.92K	0.00%	+32	New
Money Concepts Capital Corp	28	$1.00K	0.00%	−2,870−99.0%	Reduced
Retirement Group, LLC	19	$1.00K	0.00%	−178−90.4%	Reduced
Fortis Advisors, LLC	24	$1.00K	0.00%	00.0%	Unchanged
Ten Capital Wealth Advisors, LLC	25	$1.00K	0.00%	00.0%	Unchanged
Covestor Ltd	10	$1.00K	0.00%	+10	New
Beaird Harris Wealth Management, LLC	9	$0	0.00%	−91−91.0%	Reduced
Macroview Investment Management LLC	8	$0	0.00%	00.0%	Unchanged
Lake Point Wealth Management	7	$0	0.00%	00.0%	Unchanged
Artemis Wealth Advisors, LLC	7	$0	0.00%	+7	New
Bell Investment Advisors, Inc	9	$0	0.00%	+9	New
Steward Financial Group LLC	5	$0	0.00%	+5	New
Apeiron RIA LLC	5,126	–	–	+126+2.5%	Added
1832 Asset Management L.P.	0	$0	0.00%	−289,700−100.0%	Sold out
Capital World Investors	0	$0	0.00%	−151,581−100.0%	Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management	0	$0	0.00%	−100,000−100.0%	Sold out
Weiss Multi-Strategy Advisers LLC	0	$0	0.00%	−97,105−100.0%	Sold out
Yaupon Capital Management LP	0	$0	0.00%	−44,297−100.0%	Sold out
Richard Bernstein Advisors LLC	0	$0	0.00%	−40,504−100.0%	Sold out
Carlson Capital L P	0	$0	0.00%	−35,000−100.0%	Sold out
Adams Natural Resources Fund, Inc.	0	$0	0.00%	−28,600−100.0%	Sold out
Zweig-DiMenna Associates LLC	0	$0	0.00%	−28,000−100.0%	Sold out
Hollencrest Capital Management	0	$0	0.00%	−23,433−100.0%	Sold out
Seven Eight Capital, LP	0	$0	0.00%	−22,633−100.0%	Sold out
Scott & Selber, Inc.	0	$0	0.00%	−20,347−100.0%	Sold out
Herold Advisors, Inc.	0	$0	0.00%	−20,057−100.0%	Sold out
CIBC Asset Management Inc	0	$0	0.00%	−16,973−100.0%	Sold out
Financial Advocates Investment Management	0	$0	0.00%	−15,560−100.0%	Sold out
Falcon Wealth Planning	0	$0	0.00%	−13,048−100.0%	Sold out
Aaron Wealth Advisors	0	$0	0.00%	−35,704−100.0%	Sold out
Cutler Group LP	0	$0	0.00%	−11,458−100.0%	Sold out
Samalin Investment Counsel, LLC	0	$0	0.00%	−11,267−100.0%	Sold out
Enlightenment Research, LLC	0	$0	0.00%	−10,200−100.0%	Sold out
Acadian Asset Management LLC	0	$0	0.00%	−8,058−100.0%	Sold out
Prelude Capital Management, LLC	0	$0	0.00%	−7,747−100.0%	Sold out
BFT Financial Group, LLC	0	$0	0.00%	−7,685−100.0%	Sold out
StoneX Group Inc.	0	$0	0.00%	−5,862−100.0%	Sold out
Northcape Wealth Management, LLC	0	$0	0.00%	−5,430−100.0%	Sold out
Independent Family Office, LLC	0	$0	0.00%	−5,060−100.0%	Sold out
Easterly Investment Partners LLC	0	$0	0.00%	−5,000−100.0%	Sold out
Oxinas Partners Wealth Management LLC	0	$0	0.00%	−4,964−100.0%	Sold out
Monticello Wealth Management, LLC	0	$0	0.00%	−4,826−100.0%	Sold out
D. E. Shaw & Co., Inc.	0	$0	0.00%	−4,723−100.0%	Sold out
Frontier Wealth Management LLC	0	$0	0.00%	−4,518−100.0%	Sold out
Bank of Nova Scotia	0	$0	0.00%	−4,374−100.0%	Sold out
Pinnacle Private Wealth, LLC	0	$0	0.00%	−4,349−100.0%	Sold out
Halbert Hargrove Global Advisors, LLC	0	$0	0.00%	−4,241−100.0%	Sold out
Holderness Investments Co	0	$0	0.00%	−4,155−100.0%	Sold out
Geller Advisors LLC	0	$0	0.00%	−4,114−100.0%	Sold out
Wealth Enhancement Advisory Services, LLC	0	$0	0.00%	−4,050−100.0%	Sold out
Institute for Wealth Management, LLC.	0	$0	0.00%	−4,096−100.0%	Sold out
XML Financial, LLC	0	$0	0.00%	−4,099−100.0%	Sold out
Aveo Capital Partners, LLC	0	$0	0.00%	−4,054−100.0%	Sold out
Dixon Hubard Feinour & Brown Inc	0	$0	0.00%	−3,949−100.0%	Sold out
IPG Investment Advisors LLC	0	$0	0.00%	−3,895−100.0%	Sold out
Tufton Capital Management	0	$0	0.00%	−3,883−100.0%	Sold out
Greatmark Investment Partners, Inc.	0	$0	0.00%	−3,865−100.0%	Sold out
Appleton Partners Inc	0	$0	0.00%	−3,787−100.0%	Sold out
Sprott Inc.	0	$0	0.00%	−3,750−100.0%	Sold out
Fiduciary Group LLC	0	$0	0.00%	−3,686−100.0%	Sold out
GQG Partners LLC	0	$0	0.00%	−3,735−100.0%	Sold out
Cullinan Associates Inc	0	$0	0.00%	−3,700−100.0%	Sold out
Ballentine Partners, LLC	0	$0	0.00%	−3,688−100.0%	Sold out
MKT Advisors LLC	0	$0	0.00%	−3,725−100.0%	Sold out
Schaper Benz & Wise Investment Counsel Inc	0	$0	0.00%	−3,665−100.0%	Sold out
Argent Advisors, Inc.	0	$0	0.00%	−3,663−100.0%	Sold out
Castle Rock Wealth Management, LLC	0	$0	0.00%	−3,462−100.0%	Sold out
Your Advocates Ltd., LLP	0	$0	0.00%	−3,607−100.0%	Sold out
RPg Family Wealth Advisory, LLC	0	$0	0.00%	−2,960−100.0%	Sold out
Fortitude Advisory Group L.L.C.	0	$0	0.00%	−2,462−100.0%	Sold out
TCWP LLC	0	$0	0.00%	−2,264−100.0%	Sold out
Godsey & Gibb Associates	0	$0	0.00%	−522−100.0%	Sold out
Asset Dedication, LLC	0	$0	0.00%	−482−100.0%	Sold out
Freedman Financial Associates, Inc.	0	$0	0.00%	−425−100.0%	Sold out
Heritage Wealth Management, LLC	0	$0	0.00%	−409−100.0%	Sold out
Worth Asset Management, LLC	0	$0	0.00%	−300−100.0%	Sold out
Bromfield Sneider Wealth Advisors	0	$0	0.00%	−230−100.0%	Sold out
Cranbrook Wealth Management, LLC	0	$0	0.00%	−227−100.0%	Sold out
Okabena Investment Services Inc	0	$0	0.00%	−202−100.0%	Sold out
Riggs Asset Managment Co. Inc.	0	$0	0.00%	−140−100.0%	Sold out
Carolinas Wealth Consulting LLC	0	$0	0.00%	−89−100.0%	Sold out
McCarthy Asset Management, Inc.	0	$0	0.00%	−100−100.0%	Sold out
Lloyd Advisory Services, LLC.	0	$0	0.00%	−14−100.0%	Sold out
Parametric Portfolio Associates LLC	–	–	–	–	Not filed
Teachers Retirement System of the State of Kentucky	–	–	–	–	Not filed
Cantor Fitzgerald Investment Adviser L.P.	–	–	–	–	Not filed
Kings Point Capital Management	–	–	–	–	Not filed
Susquehanna Fundamental Investments, LLC	–	–	–	–	Not filed