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 |
|---|---|---|---|---|---|
| Wealthsource Partners, LLC | 6,858 | $359.0K | 0.03% | −1,390−16.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,862 | $358.0K | 0.04% | +75+1.1% | Added |
| CWA Asset Management Group, LLC | 6,800 | $356.0K | 0.03% | −45−0.7% | Reduced |
| One Wealth Advisors, LLC | 6,795 | $355.0K | 0.10% | +6,795 | New |
| Capital Investment Advisory Services, LLC | 6,779 | $354.0K | 0.04% | +169+2.6% | Added |
| Balentine LLC | 6,721 | $351.0K | 0.01% | +696+11.6% | Added |
| Element Wealth, LLC | 6,690 | $350.0K | 0.35% | +36+0.5% | Added |
| Buckley Wealth Management, LLC | 6,655 | $348.0K | 0.11% | +108+1.6% | Added |
| Hancock Whitney Corp | 6,629 | $347.0K | 0.01% | −37−0.6% | Reduced |
| Bridges Investment Management Inc | 6,636 | $347.0K | 0.01% | 00.0% | Unchanged |
| Gagnon Securities LLC | 6,597 | $345.0K | 0.07% | +175+2.7% | Added |
| Lindbrook Capital, LLC | 6,589 | $345.0K | 0.06% | +2,073+45.9% | Added |
| Wade G W & Inc | 6,558 | $343.0K | 0.02% | +737+12.7% | Added |
| Alpha Omega Wealth Management LLC | 6,550 | $342.0K | 0.06% | −100−1.5% | Reduced |
| E&G Advisors, LP | 6,550 | $342.0K | 0.12% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 6,550 | $342.0K | 0.16% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,524 | $341.0K | 0.01% | +486+8.0% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $340.0K | 0.02% | +6,500 | New |
| Beaton Management Co. Inc. | 6,450 | $337.0K | 0.24% | −163−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 6,442 | $337.0K | 0.03% | −102−1.6% | Reduced |
| NTV Asset Management LLC | 6,450 | $337.0K | 0.07% | +500+8.4% | Added |
| InTrack Investment Management Inc | 6,452 | $337.0K | 0.34% | +6,452 | New |
| Smith, Moore & Co. | 6,432 | $336.0K | 0.05% | +351+5.8% | Added |
| Kenfarb & Co. | 6,100 | $335.0K | 0.27% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,384 | $334.0K | 0.10% | −130−2.0% | Reduced |
| Baxter Bros Inc | 6,395 | $334.0K | 0.06% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 6,365 | $333.0K | 0.04% | +6,365 | New |
| qPULA Trading Management LP | 6,377 | $333.0K | 1.23% | +6,377 | New |
| Hudson Valley Investment Advisors Inc | 6,330 | $331.0K | 0.05% | +550+9.5% | Added |
| KCM Investment Advisors LLC | 6,293 | $329.0K | 0.01% | −14,093−69.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $329.0K | 0.16% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,301 | $329.0K | 0.01% | +437+7.5% | Added |
| Confluence Wealth Services, Inc. | 6,095 | $328.0K | 0.14% | −230−3.6% | Reduced |
| Woodward Diversified Capital, LLC | 6,257 | $327.0K | 0.25% | −1,058−14.5% | Reduced |
| Financial Advisory Service, Inc. | 6,234 | $326.0K | 0.03% | +122+2.0% | Added |
| 180 Wealth Advisors, LLC | 6,185 | $321.0K | 0.08% | +579+10.3% | Added |
| Berkeley Capital Partners, LLC | 6,144 | $321.0K | 0.13% | +383+6.6% | Added |
| Prio Wealth Limited Partnership | 6,135 | $320.8K | 0.01% | 00.0% | Unchanged |
| Welch Group, LLC | 6,111 | $320.0K | 0.02% | −887−12.7% | Reduced |
| Harbour Capital Advisors, LLC | 6,105 | $319.0K | 0.10% | +6,105 | New |
| Hamel Associates, Inc. | 6,050 | $317.0K | 0.13% | +400+7.1% | Added |
| Investors Asset Management of Georgia Inc | 6,035 | $316.0K | 0.16% | 00.0% | Unchanged |
| Patten & Patten Inc | 6,008 | $314.0K | 0.03% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $314.0K | 0.04% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,994 | $313.0K | 0.35% | −7,534−55.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 5,949 | $311.0K | 0.10% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5,948 | $311.0K | 0.23% | +5,948 | New |
| Moody National Bank Trust Division | 5,934 | $310.0K | 0.03% | +5,934 | New |
| Cresset Asset Management, LLC | 5,910 | $309.0K | 0.00% | −1,826−23.6% | Reduced |
| Assetmark, Inc | 5,904 | $309.0K | 0.00% | +5,571+1,673.0% | Added |
| Hilltop Holdings Inc. | 5,897 | $308.0K | 0.04% | +385+7.0% | Added |
| Flagship Harbor Advisors, LLC | 5,896 | $308.0K | 0.03% | +5,896 | New |
| Allworth Financial LP | 5,828 | $305.0K | 0.00% | +789+15.7% | Added |
| Sawyer & Company, Inc | 5,810 | $304.0K | 0.15% | −480−7.6% | Reduced |
| Red Cedar Capital, LLC | 5,815 | $304.0K | 0.21% | −306−5.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,800 | $303.0K | 0.01% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,750 | $301.0K | 0.05% | 00.0% | Unchanged |
| Cooper Financial Group | 5,761 | $301.0K | 0.11% | +5,761 | New |
| Atlantic Union Bankshares Corp | 5,718 | $299.0K | 0.03% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 5,699 | $298.0K | 0.02% | −22,119−79.5% | Reduced |
| Chatham Capital Group, Inc. | 5,700 | $298.0K | 0.07% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,706 | $298.0K | 0.03% | 00.0% | Unchanged |
| Northeast Investment Management | 5,674 | $297.0K | 0.02% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,648 | $295.0K | 0.13% | +1,158+25.8% | Added |
| Founders Financial Alliance, LLC | 5,639 | $295.0K | 0.15% | +5,639 | New |
| Lafayette Investments, Inc. | 5,582 | $292.0K | 0.08% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,574 | $291.0K | 0.08% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 5,561 | $291.0K | 0.27% | +187+3.5% | Added |
| Naples Global Advisors, LLC | 5,544 | $290.0K | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $289.0K | 0.19% | +5,897 | New |
| City Holding Co | 5,492 | $287.0K | 0.05% | −399−6.8% | Reduced |
| Principle Wealth Partners LLC | 5,476 | $286.0K | 0.03% | −270−4.7% | Reduced |
| Quilter Plc | 4,446 | $283.0K | 0.01% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,413 | $283.0K | 0.04% | +293+5.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,383 | $281.5K | 0.01% | +63+1.2% | Added |
| Bartlett & Co. LLC | 5,383 | $281.0K | 0.01% | +63+1.2% | Added |
| Wulff, Hansen & Co. | 5,369 | $281.0K | 0.32% | +212+4.1% | Added |
| Buckingham Strategic Wealth, LLC | 5,357 | $280.0K | 0.01% | −57−1.1% | Reduced |
| Greenfield Savings Bank | 5,313 | $278.0K | 0.19% | +5,313 | New |
| SevenBridge Financial Group, LLC | 5,301 | $277.0K | 0.11% | −200−3.6% | Reduced |
| Harbour Investments, Inc. | 5,269 | $276.0K | 0.02% | +5,269 | New |
| Paragon Capital Management LLC | 5,231 | $274.0K | 0.16% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,215 | $273.0K | 0.20% | +615+13.4% | Added |
| Aries Wealth Management | 5,227 | $273.0K | 0.12% | +5,227 | New |
| Pathstone Family Office, LLC | 5,193 | $271.8K | 0.01% | +5,193 | New |
| Blue Chip Partners, Inc. | 5,160 | $270.0K | 0.03% | +48+0.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,140 | $269.0K | 0.16% | +20+0.4% | Added |
| Probity Advisors, Inc. | 5,144 | $269.0K | 0.06% | +137+2.7% | Added |
| Oakworth Capital, Inc. | 5,108 | $267.0K | 0.03% | +5,108 | New |
| Covenant Partners, LLC | 5,059 | $265.0K | 0.12% | −11,815−70.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,049 | $264.0K | 0.07% | −6,761−57.2% | Reduced |
| Duncker Streett & Co Inc | 5,057 | $264.0K | 0.06% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 5,028 | $263.0K | 0.07% | −893−15.1% | Reduced |
| Personal Capital Advisors Corp | 4,974 | $260.0K | 0.00% | −79−1.6% | Reduced |
| Texas Yale Capital Corp. | 4,938 | $258.0K | 0.02% | +160+3.3% | Added |
| CFS Investment Advisory Services, LLC | 4,900 | $256.0K | 0.04% | −264,257−98.2% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $255.0K | 0.08% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 4,865 | $254.0K | 0.01% | +924+23.4% | Added |
| Silverlake Wealth Management LLC | 4,821 | $252.1K | 0.16% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 4,820 | $252.0K | 0.01% | −505−9.5% | Reduced |