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 |
|---|---|---|---|---|---|
| Commerce Bank | 42,047 | $2.20M | 0.02% | +123+0.3% | Added |
| Coerente Capital Management | 41,613 | $2.17M | 0.49% | −2,595−5.9% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.17M | 0.33% | −2,000−4.6% | Reduced |
| Mill Capital Management, LLC | 40,863 | $2.14M | 0.24% | 00.0% | Unchanged |
| Simmons Bank | 40,865 | $2.14M | 0.19% | +40,865 | New |
| Edgemoor Investment Advisors, Inc. | 40,667 | $2.13M | 0.27% | +40,667 | New |
| Moors & Cabot, Inc. | 40,151 | $2.10M | 0.15% | −2,537−5.9% | Reduced |
| Huntington National Bank | 39,997 | $2.09M | 0.02% | −581−1.4% | Reduced |
| Royce & Associates LP | 40,000 | $2.09M | 0.02% | +14,000+53.8% | Added |
| Cutler Capital Management, LLC | 39,983 | $2.09M | 0.81% | +32,983+471.2% | Added |
| Capricorn Fund Managers Ltd | 39,494 | $2.06M | 0.37% | −195,507−83.2% | Reduced |
| Bard Financial Services, Inc. | 39,450 | $2.06M | 0.19% | +34,575+709.2% | Added |
| IFP Advisors, Inc | 39,042 | $2.06M | 0.07% | −6,696−14.6% | Reduced |
| Sandy Spring Bank | 39,307 | $2.06M | 0.12% | +14,957+61.4% | Added |
| Brown Advisory Inc | 41,169 | $2.05M | 0.00% | +2,355+6.1% | Added |
| Gilman Hill Asset Management, LLC | 38,566 | $2.02M | 0.43% | +2,800+7.8% | Added |
| Horan Capital Advisors, LLC. | 38,509 | $2.01M | 0.94% | +1,189+3.2% | Added |
| GWM Advisors LLC | 38,392 | $2.01M | 0.03% | +38,392 | New |
| Cannell Peter B & Co Inc | 38,341 | $2.00M | 0.07% | 00.0% | Unchanged |
| Haverford Trust Co | 38,101 | $1.99M | 0.03% | +475+1.3% | Added |
| Covington Capital Management | 38,030 | $1.99M | 0.08% | +18,422+94.0% | Added |
| Drexel Morgan & Co. | 37,544 | $1.96M | 0.54% | +690+1.9% | Added |
| Leonteq Securities AG | 37,356 | $1.95M | 0.09% | +1,000+2.8% | Added |
| Sierra Capital LLC | 37,346 | $1.95M | 0.35% | +103+0.3% | Added |
| Waters Parkerson & Co., LLC | 37,149 | $1.94M | 0.12% | −4,500−10.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 36,532 | $1.91M | 0.01% | −72,613−66.5% | Reduced |
| Colony Group LLC | 35,490 | $1.86M | 0.03% | +6,447+22.2% | Added |
| Credential Qtrade Securities Inc. | 35,004 | $1.83M | 0.13% | +1,747+5.3% | Added |
| Stolper Co | 34,113 | $1.78M | 0.84% | +1,279+3.9% | Added |
| 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 |
| Octavia Wealth Advisors, LLC | 33,909 | $1.77M | 0.46% | −292−0.9% | Reduced |
| Stephens Inc | 33,779 | $1.77M | 0.04% | −3,928−10.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,379 | $1.75M | 0.15% | +3,863+13.1% | Added |
| Advisory Services Network, LLC | 32,834 | $1.72M | 0.06% | +2,347+7.7% | Added |
| Earnest Partners LLC | 32,696 | $1.71M | 0.01% | +32,696 | New |
| Naviter Wealth, LLC | 32,039 | $1.68M | 0.69% | +32,039 | New |
| MUFG Americas Holdings Corp | 31,761 | $1.66M | 0.04% | −709−2.2% | Reduced |
| Altium Wealth Management LLC | 31,551 | $1.65M | 0.12% | +21,475+213.1% | Added |
| Forum Financial Management, LP | 31,203 | $1.63M | 0.08% | −11,071−26.2% | Reduced |
| Signaturefd, LLC | 30,626 | $1.60M | 0.05% | +1,604+5.5% | Added |
| Absher Wealth Management, LLC | 30,563 | $1.60M | 0.31% | −8,889−22.5% | Reduced |
| Valeo Financial Advisors, LLC | 30,520 | $1.60M | 0.10% | +4,908+19.2% | Added |
| Ritholtz Wealth Management | 30,431 | $1.59M | 0.10% | +30,431 | New |
| Mitchell Capital Management Co | 30,186 | $1.58M | 0.44% | +3,553+13.3% | Added |
| Verdad Advisers, LP | 30,000 | $1.57M | 1.48% | +30,000 | New |
| Fort Sheridan Advisors LLC | 29,730 | $1.55M | 0.51% | +714+2.5% | Added |
| Stock Yards Bank & Trust Co | 29,602 | $1.55M | 0.06% | +29,602 | New |
| Burney Co | 29,480 | $1.54M | 0.08% | +8,155+38.2% | Added |
| Highland Capital Management, LLC | 29,332 | $1.53M | 0.11% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 29,266 | $1.53M | 0.00% | −2,186−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,193 | $1.53M | 0.03% | −3,756−11.4% | Reduced |
| Legacy Wealth Asset Management, LLC | 29,054 | $1.52M | 0.62% | +2,947+11.3% | Added |
| Gofen & Glossberg LLC | 28,790 | $1.50M | 0.04% | −1,000−3.4% | Reduced |
| Schechter Investment Advisors, LLC | 28,319 | $1.48M | 0.14% | −1,076−3.7% | Reduced |
| Barry Investment Advisors, LLC | 28,141 | $1.47M | 0.44% | +151+0.5% | Added |
| King Luther Capital Management Corp | 28,060 | $1.47M | 0.01% | +14,259+103.3% | Added |
| Guggenheim Capital LLC | 28,030 | $1.47M | 0.01% | −4,807−14.6% | Reduced |
| Wedbush Securities Inc | 27,994 | $1.46M | 0.08% | +27,994 | New |
| Boenning & Scattergood, Inc. | 27,847 | $1.46M | 0.28% | +443+1.6% | Added |
| Roosevelt Investment Group LLC | 27,825 | $1.46M | 0.10% | 00.0% | Unchanged |
| 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 |
| Regatta Capital Group, LLC | 27,363 | $1.43M | 0.68% | −1,545−5.3% | Reduced |
| 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 |
| NewEdge Wealth, LLC | 27,215 | $1.42M | 0.06% | +18,309+205.6% | Added |
| Avidian Wealth Solutions, LLC | 27,172 | $1.42M | 0.10% | +6,259+29.9% | Added |
| Cohen Capital Management, Inc. | 27,000 | $1.41M | 0.29% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 26,960 | $1.41M | 0.03% | +2,953+12.3% | Added |
| Chelsea Counsel Co | 26,912 | $1.41M | 0.72% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 26,850 | $1.40M | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 27,582 | $1.39M | 0.25% | +8,913+47.7% | Added |
| Foster & Motley Inc | 26,258 | $1.37M | 0.12% | +4,204+19.1% | Added |
| Hunter Associates Investment Management LLC | 26,294 | $1.37M | 0.34% | +12,740+94.0% | Added |
| CWM, LLC | 26,119 | $1.37M | 0.01% | +26,119 | New |
| Kelly Lawrence W & Associates Inc | 25,757 | $1.35M | 0.37% | +33+0.1% | Added |
| Harbour Investment Management LLC | 25,678 | $1.34M | 0.81% | −1,060−4.0% | Reduced |
| Financial Counselors Inc | 25,470 | $1.33M | 0.03% | −30−0.1% | Reduced |
| Advisor Partners LLC | 24,865 | $1.30M | 0.09% | +5,181+26.3% | Added |
| Grace & White Inc | 24,816 | $1.30M | 0.27% | 00.0% | Unchanged |
| Cowa, LLC | 24,641 | $1.29M | 0.74% | +8,531+53.0% | Added |
| Leavell Investment Management, Inc. | 24,609 | $1.29M | 0.10% | +24,609 | New |
| Credit Capital Investments LLC | 24,500 | $1.28M | 1.45% | +10,000+69.0% | Added |
| Roberts Wealth Advisors, LLC | 26,008 | $1.28M | 0.56% | +431+1.7% | Added |
| Great Valley Advisor Group, Inc. | 24,382 | $1.27M | 0.07% | +24,382 | New |
| Rathbone Brothers plc | 24,295 | $1.27M | 0.01% | 00.0% | Unchanged |
| Everett Harris & Co | 23,483 | $1.23M | 0.02% | −3,400−12.6% | Reduced |
| FDx Advisors, Inc. | 23,466 | $1.23M | 0.05% | +1,827+8.4% | Added |
| Cutter & CO Brokerage, Inc. | 23,437 | $1.23M | 0.42% | −367−1.5% | Reduced |
| Johnson Investment Counsel Inc | 23,352 | $1.22M | 0.02% | +5,613+31.6% | Added |
| Intrua Financial, LLC | 23,276 | $1.22M | 0.26% | −251−1.1% | Reduced |
| HAP Trading, LLC | 23,178 | $1.21M | 0.15% | +5,589+31.8% | Added |
| Busey Wealth Management | 22,971 | $1.20M | 0.06% | −8,784−27.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,936 | $1.20M | 0.01% | +22,936 | New |
| McDonald Partners LLC | 22,606 | $1.18M | 0.30% | +7,590+50.5% | Added |
| Pitcairn Co | 22,496 | $1.18M | 0.12% | +195+0.9% | 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 |
| Solstein Capital, LLC | 22,436 | $1.17M | 0.90% | +873+4.0% | Added |