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 |
|---|---|---|---|---|---|
| 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 |
| SOL Capital Management CO | 21,903 | $1.15M | 0.23% | −20−0.1% | Reduced |
| Chilton Capital Management LLC | 21,634 | $1.13M | 0.07% | −441−2.0% | Reduced |
| Traynor Capital Management, Inc. | 21,132 | $1.10M | 0.19% | +21,132 | New |
| Lee Danner & Bass Inc | 20,976 | $1.10M | 0.11% | −20,503−49.4% | Reduced |
| Wealth Alliance | 20,964 | $1.10M | 0.21% | +5,096+32.1% | Added |
| Stratos Wealth Partners, LTD. | 20,814 | $1.09M | 0.03% | +20,814 | New |
| HighTower Trust Services, LTA | 22,202 | $1.08M | 0.18% | +2,290+11.5% | Added |
| Lido Advisors, LLC | 20,562 | $1.07M | 0.02% | +20,562 | New |
| Bluestein R H & Co | 20,512 | $1.07M | 0.07% | +12,000+141.0% | Added |
| HB Wealth Management, LLC | 20,434 | $1.07M | 0.02% | −9,021−30.6% | Reduced |
| Koshinski Asset Management, Inc. | 20,387 | $1.07M | 0.11% | −1,067−5.0% | Reduced |
| Shufro Rose & Co LLC | 20,350 | $1.06M | 0.09% | +6,800+50.2% | Added |
| HSBC Holdings PLC | 20,176 | $1.05M | 0.00% | −1,750,791−98.9% | Reduced |
| American Portfolios Advisors | 20,148 | $1.05M | 0.04% | −4,870−19.5% | Reduced |
| Sowell Financial Services LLC | 20,091 | $1.05M | 0.10% | +20,091 | New |
| Level Four Advisory Services, LLC | 20,065 | $1.05M | 0.10% | −3,112−13.4% | Reduced |
| Sequoia Financial Advisors, LLC | 20,024 | $1.05M | 0.03% | −1,597−7.4% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.05M | 0.12% | 00.0% | Unchanged |
| Independent Advisor Alliance | 19,982 | $1.04M | 0.06% | +19,982 | New |
| 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 |
| Bogart Wealth, LLC | 19,912 | $1.04M | 0.09% | +654+3.4% | Added |
| Excalibur Management Corp | 19,820 | $1.04M | 0.54% | −2,697−12.0% | Reduced |
| Beacon Pointe Advisors, LLC | 19,643 | $1.03M | 0.02% | +19,643 | New |
| CoreCap Advisors, LLC | 19,574 | $1.02M | 0.08% | +19,574 | New |
| Vestmark Advisory Solutions, Inc. | 19,548 | $1.02M | 0.06% | +5,602+40.2% | Added |
| Wellington Shields Capital Management, LLC | 19,525 | $1.02M | 0.13% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 19,409 | $1.01M | 0.77% | +19,409 | New |
| Red Spruce Capital, LLC | 19,195 | $1.00M | 0.67% | −210−1.1% | Reduced |
| West Family Investments, Inc. | 19,162 | $1.00M | 0.40% | −1,080−5.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 19,000 | $994.0K | 0.01% | +6,000+46.2% | Added |
| Glenview Trust Co | 18,858 | $986.0K | 0.04% | +40+0.2% | Added |
| Bessemer Group Inc | 18,847 | $985.0K | 0.00% | +1,585+9.2% | Added |
| Brooks, Moore & Associates, Inc. | 18,844 | $985.0K | 0.71% | +12,933+218.8% | Added |
| BTC Capital Management, Inc. | 18,792 | $980.0K | 0.12% | −35,114−65.1% | Reduced |
| Synovus Financial Corp | 18,717 | $977.0K | 0.01% | +184+1.0% | Added |
| HighPoint Advisor Group LLC | 20,319 | $975.0K | 0.11% | +20,319 | New |
| Eagle Rock Investment Company, LLC | 18,475 | $966.0K | 0.24% | +75+0.4% | Added |
| Whittier Trust Co | 18,435 | $964.0K | 0.02% | −1,005−5.2% | Reduced |
| Atlas Private Wealth Management | 18,426 | $964.0K | 0.66% | −767−4.0% | Reduced |
| Snowden Capital Advisors LLC | 18,417 | $963.0K | 0.04% | +3,848+26.4% | Added |
| Beese Fulmer Investment Management, Inc. | 18,227 | $953.0K | 0.12% | −500−2.7% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,901 | $936.0K | 0.04% | +1,000+5.9% | Added |
| Prudential Financial Inc | 17,790 | $936.0K | 0.00% | +2,452+16.0% | Added |
| Howland Capital Management LLC | 17,845 | $933.0K | 0.06% | +17,845 | New |
| Beck Mack & Oliver LLC | 17,787 | $930.0K | 0.03% | −9,899−35.8% | Reduced |
| F3Logic, LLC | 17,763 | $929.0K | 0.16% | +17,763 | New |
| Moneta Group Investment Advisors LLC | 17,709 | $926.0K | 0.03% | −2,681−13.1% | Reduced |
| Swiss Life Asset Management Ltd | 17,614 | $921.0K | 0.01% | −4,045−18.7% | Reduced |
| Auxier Asset Management | 17,496 | $915.0K | 0.16% | +900+5.4% | Added |
| Radnor Capital Management, LLC | 17,278 | $903.0K | 0.25% | −818−4.5% | Reduced |
| Ingalls & Snyder LLC | 17,187 | $899.0K | 0.05% | −10−0.1% | Reduced |
| Parallel Advisors, LLC | 17,202 | $899.0K | 0.04% | +2,886+20.2% | Added |
| Dorsey & Whitney Trust CO LLC | 17,168 | $898.0K | 0.09% | +1,360+8.6% | Added |
| Epoch Investment Partners, Inc. | 17,177 | $898.0K | 0.01% | +17,177 | New |
| First Manhattan Co | 17,078 | $893.0K | 0.00% | 00.0% | Unchanged |
| P.A.W. Capital Corp | 17,000 | $889.0K | 1.29% | −1,000−5.6% | Reduced |
| Rodgers Brothers Inc. | 16,850 | $881.0K | 0.17% | 00.0% | Unchanged |
| Dearborn Partners LLC | 16,811 | $879.0K | 0.04% | −943−5.3% | Reduced |
| Greenleaf Trust | 16,764 | $877.0K | 0.01% | −4,690−21.9% | Reduced |
| Cambiar Investors LLC | 16,607 | $868.0K | 0.04% | +16,607 | New |
| Confluence Investment Management LLC | 16,472 | $861.0K | 0.01% | −9−0.1% | Reduced |
| Farmer Steven Patrick | 16,472 | $861.0K | 0.01% | +16,472 | New |
| Bank of Hawaii | 16,400 | $858.0K | 0.05% | +2,579+18.7% | Added |
| Marietta Investment Partners LLC | 16,343 | $855.0K | 0.25% | +20+0.1% | Added |
| HBK Sorce Advisory LLC | 16,130 | $843.0K | 0.06% | −1,563−8.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 16,070 | $840.0K | 0.04% | −592−3.6% | Reduced |
| LMCG Investments, LLC | 16,023 | $838.0K | 0.06% | −180−1.1% | Reduced |
| McKinley Capital Management LLC /Delaware | 15,936 | $834.0K | 0.11% | +20+0.1% | Added |
| Old National Bancorp | 15,800 | $826.0K | 0.03% | +3,471+28.2% | Added |
| Sigma Planning Corp | 15,781 | $825.0K | 0.03% | +1,433+10.0% | Added |
| Shoker Investment Counsel, Inc. | 15,663 | $818.0K | 0.43% | −1,352−7.9% | Reduced |
| Banco de Sabadell, S.A | 15,593 | $814.0K | 0.68% | +15,593 | New |
| Boston Private Wealth LLC | 15,501 | $811.0K | 0.01% | +3,523+29.4% | Added |
| Thompson Siegel & Walmsley LLC | 15,408 | $806.0K | 0.01% | +15,408 | New |
| Clarus Group, Inc. | 15,326 | $801.0K | 0.67% | −1,692−9.9% | Reduced |
| Pin Oak Investment Advisors Inc | 15,210 | $795.0K | 0.97% | −355−2.3% | Reduced |
| Phoenix Holdings Ltd. | 14,907 | $787.0K | 0.02% | +14,907 | New |
| Total Investment Management Inc | 15,005 | $785.0K | 0.14% | +50.0% | Added |
| Mission Wealth Management, LP | 14,984 | $784.0K | 0.04% | −576−3.7% | Reduced |
| RBF Capital, LLC | 15,000 | $784.0K | 0.05% | +15,000 | New |
| Clear Street Markets LLC | 14,900 | $779.0K | 0.26% | −6,900−31.7% | Reduced |
| Henshaw Capital LLC | 14,855 | $776.8K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,752 | $771.0K | 0.02% | +3,121+26.8% | Added |
| Profund Advisors LLC | 14,501 | $758.0K | 0.05% | −1,569−9.8% | Reduced |
| Gamco Investors, Inc. Et Al | 14,492 | $758.0K | 0.01% | −200−1.4% | Reduced |
| American Financial Group Inc | 14,500 | $758.0K | 0.26% | 00.0% | Unchanged |
| Puzo Michael J | 14,450 | $755.0K | 0.27% | −1,150−7.4% | Reduced |
| Chesley Taft & Associates LLC | 14,440 | $755.0K | 0.05% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,400 | $753.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14,313 | $748.0K | 0.00% | −232−1.6% | Reduced |
| Tiaa, FSB | 14,253 | $745.0K | 0.00% | −20.0% | Reduced |
| Diligent Investors, LLC | 14,129 | $739.0K | 0.25% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 13,838 | $739.0K | 0.07% | +1,472+11.9% | Added |
| Hayek Kallen Investment Management | 14,047 | $735.0K | 0.32% | +281+2.0% | Added |
| GFG Capital, LLC | 14,025 | $733.0K | 0.22% | +531+3.9% | Added |
| Kingsview Wealth Management, LLC | 13,930 | $728.0K | 0.03% | +2,884+26.1% | Added |
| First Horizon Advisors, Inc. | 13,903 | $726.0K | 0.03% | +1,999+16.8% | Added |