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 |
|---|---|---|---|---|---|
| Schulhoff & Co Inc | 9,567 | $500.0K | 0.23% | +9,567 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $498.0K | 0.45% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 9,515 | $498.0K | 0.05% | +450+5.0% | Added |
| Gradient Investments LLC | 9,514 | $497.0K | 0.01% | −66−0.7% | Reduced |
| Boston Family Office LLC | 9,350 | $489.0K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 9,245 | $483.0K | 0.02% | +2,355+34.2% | Added |
| Curated Wealth Partners LLC | 9,245 | $483.0K | 0.14% | +9,245 | New |
| MSH Capital Advisors LLC | 9,169 | $479.4K | 0.22% | +500+5.8% | Added |
| Proequities, Inc. | 9,134 | $478.0K | 0.04% | −145−1.6% | Reduced |
| Eudaimonia Partners, LLC | 9,121 | $477.0K | 0.09% | +365+4.2% | Added |
| Atlas Capital Advisors LLC | 9,100 | $475.8K | 0.08% | −5,738−38.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $475.0K | 0.14% | 00.0% | Unchanged |
| Tandem Capital Management Corp | 9,005 | $471.0K | 0.38% | +2,050+29.5% | Added |
| CAPROCK Group, Inc. | 8,985 | $470.0K | 0.05% | +2,959+49.1% | Added |
| Change Path, LLC | 8,966 | $469.0K | 0.03% | −588−6.2% | Reduced |
| Montag A & Associates Inc | 8,975 | $469.0K | 0.03% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 8,972 | $469.0K | 0.17% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8,943 | $467.6K | 0.02% | +3,579+66.7% | Added |
| Plancorp, LLC | 8,886 | $465.0K | 0.03% | +8,886 | New |
| Karpas Strategies, LLC | 8,852 | $463.0K | 0.16% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $462.0K | 0.10% | 00.0% | Unchanged |
| Nwam LLC | 9,253 | $462.0K | 0.04% | +2,621+39.5% | Added |
| Select Asset Management & Trust | 8,824 | $461.0K | 0.50% | 00.0% | Unchanged |
| Reynolds Investment Management, Inc. | 8,769 | $459.0K | 0.16% | −102−1.1% | Reduced |
| Gables Capital Management Inc. | 8,740 | $457.0K | 0.35% | −1,000−10.3% | Reduced |
| Ausdal Financial Partners, Inc. | 8,699 | $455.0K | 0.07% | −928−9.6% | Reduced |
| Harrell Investment Partners, LLC | 8,695 | $455.0K | 0.19% | +81+0.9% | Added |
| Avestar Capital, LLC | 8,606 | $450.0K | 0.12% | −25,238−74.6% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $450.0K | 0.19% | 00.0% | Unchanged |
| Transform Wealth, LLC | 8,552 | $447.0K | 0.07% | −610−6.7% | Reduced |
| Headinvest, LLC | 8,552 | $447.0K | 0.10% | 00.0% | Unchanged |
| Welch & Forbes LLC | 8,558 | $447.0K | 0.01% | +8,558 | New |
| Congress Park Capital LLC | 8,551 | $447.0K | 0.29% | +8,551 | New |
| Hanson & Doremus Investment Management | 8,514 | $445.0K | 0.11% | −698−7.6% | Reduced |
| Regentatlantic Capital LLC | 8,448 | $442.0K | 0.01% | +36+0.4% | Added |
| Jacobi Capital Management LLC | 8,447 | $442.0K | 0.06% | +8,447 | New |
| BLB&B Advisors, LLC | 8,376 | $438.0K | 0.03% | −767−8.4% | Reduced |
| Verdence Capital Advisors LLC | 8,367 | $438.0K | 0.06% | −96−1.1% | Reduced |
| Courier Capital LLC | 8,378 | $438.0K | 0.05% | 00.0% | Unchanged |
| YorkBridge Wealth Partners, LLC | 8,328 | $435.0K | 0.11% | −434−5.0% | Reduced |
| Brown Advisory Securities, LLC | 8,325 | $435.0K | 0.41% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 8,313 | $435.0K | 0.02% | +2,078+33.3% | Added |
| Albert D Mason Inc | 8,305 | $434.0K | 0.32% | +80+1.0% | Added |
| DMG Group, LLC | 8,302 | $432.0K | 0.51% | +2,341+39.3% | Added |
| Lester Murray Antman dba SimplyRich | 8,257 | $431.0K | 0.18% | +20.0% | Added |
| Wealthspire Advisors, LLC | 8,245 | $431.0K | 0.01% | +1,915+30.3% | Added |
| Rothschild Investment Corp | 8,125 | $425.0K | 0.04% | −225−2.7% | Reduced |
| Westwood Holdings Group Inc. | 8,133 | $425.0K | 0.00% | +200+2.5% | Added |
| Bluefin Capital Management, LLC | 8,000 | $421.0K | 0.06% | −15,900−66.5% | Reduced |
| Vaughan David Investments LLC | 8,010 | $419.0K | 0.01% | −1,065−11.7% | Reduced |
| Corsair Capital Management, L.P. | 8,000 | $418.0K | 0.15% | +8,000 | New |
| ETF Store, Inc. | 8,789 | $417.0K | 0.34% | +627+7.7% | Added |
| Philadelphia Trust Co | 7,975 | $417.0K | 0.04% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,951 | $416.0K | 0.06% | +1,560+24.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,888 | $412.0K | 0.05% | −1,800−18.6% | Reduced |
| Cambridge Trust Co | 7,857 | $411.0K | 0.02% | +7,857 | New |
| Farmers Trust Co | 7,829 | $409.0K | 0.10% | −1,100−12.3% | Reduced |
| ICA Group Wealth Management, LLC | 7,704 | $407.0K | 0.08% | −504−6.1% | Reduced |
| MBA Advisors LLC | 7,752 | $405.0K | 0.28% | −60−0.8% | Reduced |
| Stonebridge Capital Management Inc | 7,719 | $404.0K | 0.18% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7,670 | $401.0K | 0.26% | −160−2.0% | Reduced |
| Salient Capital Advisors, LLC | 7,633 | $399.0K | 0.02% | +7,633 | New |
| Intersect Capital LLC | 7,621 | $398.0K | 0.12% | −1,502−16.5% | Reduced |
| Alhambra Investment Partners LLC | 7,551 | $395.0K | 0.29% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 7,554 | $395.0K | 0.05% | +117+1.6% | Added |
| Dynamic Advisor Solutions LLC | 7,562 | $395.0K | 0.03% | +7,562 | New |
| YHB Investment Advisors, Inc. | 7,507 | $393.0K | 0.04% | +7,507 | New |
| Ruffer LLP | 7,500 | $392.0K | 0.02% | −26,500−77.9% | Reduced |
| Successful Portfolios LLC | 7,386 | $386.0K | 0.26% | −3,175−30.1% | Reduced |
| Baldwin Investment Management, LLC | 7,358 | $385.0K | 0.13% | +2,000+37.3% | Added |
| Berkshire Asset Management LLC | 7,353 | $384.0K | 0.03% | −50−0.7% | Reduced |
| Legacy Financial Advisors, Inc. | 7,351 | $384.0K | 0.10% | +343+4.9% | Added |
| West Oak Capital, LLC | 7,305 | $382.0K | 0.20% | −500−6.4% | Reduced |
| Pictet & Cie (Europe) SA | 7,300 | $382.0K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 7,307 | $382.0K | 0.02% | +1,538+26.7% | Added |
| Steel Peak Wealth Management LLC | 7,294 | $381.0K | 0.03% | 00.0% | Unchanged |
| Spire Wealth Management | 7,286 | $381.0K | 0.02% | +7,286 | New |
| Northeast Financial Consultants Inc | 7,250 | $379.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,309 | $379.0K | 0.05% | +7,309 | New |
| Bellecapital International Ltd. | 7,197 | $376.0K | 0.10% | −1,400−16.3% | Reduced |
| Ledyard National Bank | 7,181 | $376.0K | 0.05% | −200−2.7% | Reduced |
| Arkadios Wealth Advisors | 7,194 | $376.0K | 0.06% | +483+7.2% | Added |
| Anchor Investment Management, LLC | 7,183 | $375.6K | 0.05% | −75−1.0% | Reduced |
| Cardiff Park Advisors, LLC | 7,136 | $373.0K | 0.06% | +7,136 | New |
| Summit Financial Wealth Advisors, LLC | 7,402 | $372.0K | 0.09% | +2,057+38.5% | Added |
| StrategIQ Financial Group, LLC | 7,117 | $372.0K | 0.05% | +2,977+71.9% | Added |
| Summit Financial Group Inc | 7,090 | $371.0K | 0.14% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 7,100 | $371.0K | 0.03% | +7,100 | New |
| Ahrens Investment Partners LLC | 7,053 | $369.0K | 0.16% | +4,535+180.1% | Added |
| St. Johns Investment Management Company, LLC | 7,030 | $368.0K | 0.23% | +1,709+32.1% | Added |
| Rossmore Private Capital | 7,028 | $367.0K | 0.06% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 7,016 | $367.0K | 0.03% | +218+3.2% | Added |
| Cubic Asset Management, LLC | 6,997 | $366.0K | 0.10% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6,662 | $366.0K | 0.09% | 00.0% | Unchanged |
| First National Trust Co | 6,975 | $364.0K | 0.02% | +106+1.5% | Added |
| Insight 2811, Inc. | 6,955 | $364.0K | 0.24% | +6,955 | New |
| Rehmann Capital Advisory Group | 6,929 | $362.3K | 0.04% | −318−4.4% | Reduced |
| Well Done, LLC | 6,925 | $362.0K | 0.08% | +20.0% | Added |
| Credit Agricole S A | 6,900 | $361.0K | 0.01% | −4,495−39.4% | Reduced |
| Avant Capital LLC | 6,894 | $360.0K | 0.47% | 00.0% | Unchanged |