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 |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLC | 13,587 | $710.0K | 0.04% | −2,009−12.9% | Reduced |
| National Asset Management, Inc. | 13,538 | $709.0K | 0.03% | −2,541−15.8% | Reduced |
| EP Wealth Advisors, LLC | 13,531 | $708.0K | 0.02% | −4,984−26.9% | Reduced |
| Qtron Investments LLC | 13,533 | $708.0K | 0.16% | +3,272+31.9% | Added |
| Clearstead Advisors, LLC | 13,491 | $705.0K | 0.05% | −22−0.2% | Reduced |
| Archetype Wealth Partners | 13,471 | $704.0K | 0.20% | +171+1.3% | Added |
| Crewe Advisors LLC | 13,422 | $702.0K | 0.16% | +7,000+109.0% | Added |
| Central Trust Co | 13,422 | $702.0K | 0.02% | +13,422 | New |
| WealthTrust Axiom LLC | 13,419 | $701.0K | 0.25% | +11+0.1% | Added |
| Western Wealth Management, LLC | 13,303 | $699.0K | 0.04% | +13,303 | New |
| Infrastructure Capital Advisors, LLC | 13,347 | $698.0K | 0.14% | +5,346+66.8% | Added |
| Navellier & Associates Inc | 13,319 | $696.0K | 0.15% | +13,319 | New |
| Energy Opportunities Capital Management, LLC | 13,265 | $694.0K | 1.99% | −1,160−8.0% | Reduced |
| Hudson Portfolio Management LLC | 13,155 | $688.0K | 0.71% | −125−0.9% | Reduced |
| Baker Ellis Asset Management LLC | 13,100 | $685.0K | 0.14% | −200−1.5% | Reduced |
| Trust Co of Vermont | 13,116 | $685.0K | 0.05% | −53−0.4% | Reduced |
| CPWM, LLC | 13,026 | $681.0K | 0.06% | +699+5.7% | Added |
| Kovack Advisors, Inc. | 13,019 | $681.0K | 0.09% | +1,045+8.7% | Added |
| Thornburg Investment Management Inc | 12,920 | $676.0K | 0.01% | −1,984−13.3% | Reduced |
| Kestra Private Wealth Services, LLC | 12,753 | $667.0K | 0.04% | +3,589+39.2% | Added |
| Pacific Global Investment Management CO | 12,713 | $665.0K | 0.16% | +936+7.9% | Added |
| Retirement Planning Co of New England, Inc. | 12,674 | $662.0K | 0.45% | +151+1.2% | Added |
| Sage Rhino Capital LLC | 12,669 | $662.0K | 0.25% | +467+3.8% | Added |
| NVWM, LLC | 12,623 | $660.0K | 0.26% | +12,551+17,431.9% | Added |
| Birmingham Capital Management Co Inc | 12,600 | $659.0K | 0.26% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 12,570 | $657.0K | 0.09% | +2,500+24.8% | Added |
| Aull & Monroe Investment Management Corp | 12,450 | $652.0K | 0.33% | −102−0.8% | Reduced |
| Argent Trust Co | 12,446 | $651.0K | 0.04% | +12,446 | New |
| Private Trust Co NA | 12,433 | $650.0K | 0.10% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 12,407 | $649.0K | 0.13% | +963+8.4% | Added |
| Comerica Securities,inc. | 12,328 | $645.0K | 0.05% | +3,803+44.6% | Added |
| Federation des caisses Desjardins du Quebec | 12,263 | $641.2K | 0.01% | −750−5.8% | Reduced |
| Waverton Investment Management Ltd | 12,248 | $640.0K | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 12,226 | $639.0K | 0.00% | +12,226 | New |
| Mark Sheptoff Financial Planning, LLC | 12,200 | $638.0K | 0.37% | +12,200 | New |
| First Wilshire Securities Management Inc | 12,174 | $637.0K | 0.24% | 00.0% | Unchanged |
| TCW Group Inc | 12,146 | $635.0K | 0.01% | 00.0% | Unchanged |
| Penbrook Management LLC | 12,100 | $633.0K | 0.50% | −110−0.9% | Reduced |
| Vise Technologies, Inc. | 12,113 | $633.0K | 0.25% | +4,744+64.4% | Added |
| Telemetry Investments, L.L.C. | 12,000 | $627.0K | 0.96% | 00.0% | Unchanged |
| B. Riley Wealth Management, Inc. | 11,922 | $623.0K | 0.06% | +4,783+67.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 11,885 | $621.0K | 0.11% | −4,684−28.3% | Reduced |
| Schnieders Capital Management LLC | 11,845 | $619.0K | 0.18% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 11,811 | $618.0K | 0.09% | −155−1.3% | Reduced |
| Woodmont Investment Counsel LLC | 11,825 | $618.0K | 0.08% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 11,827 | $618.0K | 0.00% | +11,827 | New |
| Dorchester Wealth Management Co | 11,800 | $617.0K | 0.12% | −25−0.2% | Reduced |
| Mather Group, LLC. | 11,737 | $614.0K | 0.01% | +128+1.1% | Added |
| Lake Street Advisors Group, LLC | 11,692 | $611.0K | 0.04% | +481+4.3% | Added |
| Venture Visionary Partners LLC | 11,615 | $607.3K | 0.05% | 00.0% | Unchanged |
| Stoneridge Investment Partners LLC | 11,600 | $607.0K | 0.33% | 00.0% | Unchanged |
| Diversified Trust Co | 11,491 | $601.0K | 0.03% | +1,312+12.9% | Added |
| Investors Research Corp | 11,483 | $600.0K | 0.18% | +11,483 | New |
| Clarius Group, LLC | 11,415 | $597.0K | 0.06% | +11,415 | New |
| 9258 Wealth Management, LLC | 11,363 | $594.0K | 0.15% | −189−1.6% | Reduced |
| Lazard Asset Management LLC | 11,370 | $594.0K | 0.00% | +793+7.5% | Added |
| Henry James International Management, Inc. | 11,273 | $589.0K | 0.29% | +760+7.2% | Added |
| Ironsides Asset Advisors, LLC | 11,102 | $581.0K | 0.22% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 11,024 | $576.0K | 0.02% | +166+1.5% | Added |
| Envoi LLC | 11,000 | $575.2K | 1.68% | +11,000 | New |
| Kozak & Associates, Inc. | 11,001 | $575.0K | 0.38% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 10,974 | $574.0K | 0.08% | +10,974 | New |
| Williams Jones Wealth Management, LLC. | 10,980 | $574.0K | 0.01% | +10,980 | New |
| Segall Bryant & Hamill, LLC | 10,935 | $572.0K | 0.01% | +51+0.5% | Added |
| Bank Hapoalim BM | 10,938 | $572.0K | 0.07% | +1,219+12.5% | Added |
| MAI Capital Management | 10,775 | $563.0K | 0.01% | −5,643−34.4% | Reduced |
| Marks Group Wealth Management, Inc | 10,755 | $562.0K | 0.08% | +1,533+16.6% | Added |
| Parsons Capital Management Inc | 10,636 | $556.0K | 0.05% | −332−3.0% | Reduced |
| Pictet Bank & Trust Ltd | 10,620 | $555.0K | 0.38% | +20+0.2% | Added |
| Bradley Foster & Sargent Inc | 10,603 | $554.0K | 0.01% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 10,609 | $554.0K | 0.75% | +50.0% | Added |
| Sunbelt Securities, Inc. | 10,455 | $547.0K | 0.12% | +298+2.9% | Added |
| North Star Investment Management Corp. | 10,450 | $546.0K | 0.05% | −555−5.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 10,447 | $546.0K | 0.12% | +6,473+162.9% | Added |
| Tower Research Capital LLC (TRC) | 10,435 | $546.0K | 0.01% | +10,434+1,043,400.0% | Added |
| Raab & Moskowitz Asset Management LLC | 10,418 | $544.0K | 0.21% | +1,459+16.3% | Added |
| Strategic Advisors LLC | 10,400 | $543.0K | 0.11% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 10,337 | $540.5K | 0.84% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,331 | $540.0K | 0.07% | +4,794+86.6% | Added |
| Fruth Investment Management | 9,573 | $532.0K | 0.15% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 10,046 | $525.0K | 0.09% | +10,046 | New |
| Shelton Capital Management | 10,000 | $523.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $523.0K | 0.27% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 9,994 | $523.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 9,992 | $522.0K | 0.10% | −331−3.2% | Reduced |
| Wrapmanager Inc | 9,980 | $522.0K | 0.16% | −11−0.1% | Reduced |
| Saturna Capital CORP | 9,949 | $520.0K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 9,900 | $518.0K | 0.08% | +9,900 | New |
| Investment Advisory Services Inc | 9,885 | $517.0K | 0.30% | 00.0% | Unchanged |
| W Advisors, LLC | 9,864 | $516.0K | 0.45% | 00.0% | Unchanged |
| NBT Bank N A | 9,850 | $515.0K | 0.08% | +9,850 | New |
| Cubist Systematic Strategies, LLC | 9,807 | $513.0K | 0.00% | −3,474−26.2% | Reduced |
| Independent Financial Group, LLC | 9,760 | $510.4K | 0.05% | −196−2.0% | Reduced |
| Estabrook Capital Management | 9,735 | $509.0K | 0.09% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,753 | $506.0K | 0.19% | +20.0% | Added |
| Meridian Wealth Management, LLC | 9,686 | $506.0K | 0.04% | +159+1.7% | Added |
| Evanson Asset Management, LLC | 9,680 | $506.0K | 0.06% | +9,680 | New |
| Saxon Interests, Inc. | 9,665 | $505.0K | 0.31% | +9,665 | New |
| Baker Tilly Wealth Management, LLC | 9,630 | $504.0K | 0.07% | +9,630 | New |
| Janus Henderson Group PLC | 9,613 | $503.0K | 0.00% | 00.0% | Unchanged |