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 |
|---|---|---|---|---|---|
| Boston Financial Mangement LLC | 4,813 | $252.0K | 0.01% | +833+20.9% | Added |
| Brave Asset Management Inc | 4,800 | $251.0K | 0.11% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,775 | $251.0K | 0.09% | +10.0% | Added |
| FirstPurpose Wealth LLC | 4,804 | $251.0K | 0.17% | +4,804 | New |
| Atlas Brown,Inc. | 4,789 | $250.0K | 0.12% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 4,764 | $249.0K | 0.04% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,765 | $249.0K | 0.03% | +4,765 | New |
| Merit Financial Group, LLC | 4,744 | $248.0K | 0.01% | +4,744 | New |
| Titleist Asset Management, Ltd. | 4,698 | $246.0K | 0.06% | −457−8.9% | Reduced |
| Chicago Capital, LLC | 4,701 | $246.0K | 0.01% | 00.0% | Unchanged |
| Lincoln National Corp | 4,659 | $244.0K | 0.01% | +693+17.5% | Added |
| Shay Capital LLC | 4,639 | $243.0K | 0.13% | −861−15.7% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $243.0K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,610 | $241.0K | 0.06% | −492−9.6% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,615 | $241.0K | 0.03% | −400−8.0% | Reduced |
| Hudock, Inc. | 4,601 | $240.0K | 0.08% | +82+1.8% | Added |
| Sawtooth Solutions, LLC | 4,586 | $240.0K | 0.03% | +93+2.1% | Added |
| Bill Few Associates, Inc. | 4,593 | $240.0K | 0.15% | +4,593 | New |
| Ropes Wealth Advisors LLC | 4,579 | $239.0K | 0.05% | −200−4.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 4,576 | $239.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 4,567 | $239.0K | 0.09% | +4,567 | New |
| Alliance Wealth Advisors, LLC | 4,561 | $239.0K | 0.21% | +4,561 | New |
| Modera Wealth Management, LLC | 4,551 | $238.0K | 0.01% | −33−0.7% | Reduced |
| QCM Cayman, Ltd. | 4,543 | $238.0K | 4.12% | +4,543 | New |
| Carret Asset Management, LLC | 4,536 | $237.0K | 0.03% | 00.0% | Unchanged |
| Keel Point, LLC | 4,469 | $237.0K | 0.04% | +338+8.2% | Added |
| Northstar Advisory Group, LLC | 4,497 | $235.0K | 0.17% | 00.0% | Unchanged |
| Tevis Investment Management | 4,479 | $234.0K | 0.22% | +119+2.7% | Added |
| Schroder Investment Management Group | 4,446 | $234.0K | 0.00% | +4,446 | New |
| Wedmont Private Capital | 4,447 | $233.0K | 0.05% | +4,447 | New |
| Abacus Planning Group, Inc. | 4,428 | $232.0K | 0.07% | +4,428 | New |
| Moloney Securities Asset Management, LLC | 4,391 | $230.0K | 0.05% | −275−5.9% | Reduced |
| Orion Portfolio Solutions, LLC | 4,394 | $230.0K | 0.01% | +240+5.8% | Added |
| Washington Trust Co | 4,407 | $230.0K | 0.01% | +4,407 | New |
| Good Life Advisors, LLC | 4,403 | $230.0K | 0.03% | +4,403 | New |
| Mattern Wealth Management LLC | 4,400 | $230.0K | 0.09% | +4,400 | New |
| Glen Eagle Advisors, LLC | 4,389 | $229.5K | 0.06% | +489+12.5% | Added |
| Symphony Financial, Ltd. Co. | 4,346 | $229.0K | 0.07% | −1,684−27.9% | Reduced |
| Planned Solutions, Inc. | 4,381 | $229.0K | 0.22% | −800−15.4% | Reduced |
| Focus Financial Network, Inc. | 4,363 | $228.1K | 0.02% | +170+4.1% | Added |
| White Pine Capital LLC | 4,368 | $228.0K | 0.09% | −300−6.4% | Reduced |
| Indie Asset Partners, LLC | 4,365 | $228.0K | 0.20% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,338 | $227.0K | 0.18% | +4,338 | New |
| Prime Capital Investment Advisors, LLC | 4,317 | $226.0K | 0.01% | +4,317 | New |
| Brookstone Capital Management | 4,586 | $225.0K | 0.00% | +4,586 | New |
| Green Square Capital Advisors LLC | 4,260 | $223.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $223.0K | 0.23% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,251 | $222.0K | 0.04% | +4,251 | New |
| CRA Financial Services, LLC | 4,255 | $222.0K | 0.08% | +4,255 | New |
| TCTC Holdings, LLC | 4,232 | $221.0K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,224 | $221.0K | 0.09% | +18+0.4% | Added |
| Wambolt & Associates, LLC | 4,230 | $221.0K | 0.09% | +4,230 | New |
| SFMG, LLC | 4,212 | $220.0K | 0.03% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,200 | $220.0K | 0.01% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,180 | $219.0K | 0.02% | −308−6.9% | Reduced |
| Ballew Advisors, Inc | 4,740 | $219.0K | 0.20% | +4,740 | New |
| Quantinno Capital Management LP | 4,150 | $217.0K | 0.03% | +4,150 | New |
| Northwest Bancshares, Inc. | 4,115 | $215.0K | 0.05% | −148−3.5% | Reduced |
| Zions Bancorporation, N.A. | 4,094 | $214.0K | 0.02% | −3,127−43.3% | Reduced |
| Capital Advisors Inc | 4,097 | $214.0K | 0.01% | −372−8.3% | Reduced |
| Atria Wealth Solutions, Inc. | 4,065 | $213.0K | 0.00% | −12,328−75.2% | Reduced |
| Van Cleef Asset Management,Inc | 4,082 | $213.0K | 0.04% | 00.0% | Unchanged |
| Arden Trust Co | 4,080 | $213.0K | 0.05% | +4,080 | New |
| Arete Wealth Advisors, LLC | 5,350 | $212.0K | 0.02% | −2,170−28.9% | Reduced |
| Prudent Man Advisors, LLC | 4,030 | $211.0K | 0.10% | −505−11.1% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 4,036 | $211.0K | 0.01% | +4,036 | New |
| Marco Investment Management LLC | 4,030 | $211.0K | 0.02% | +4,030 | New |
| Cornerstone Advisory, LLC | 4,020 | $210.0K | 0.05% | −4,000−49.9% | Reduced |
| Resonant Capital Advisors, LLC | 4,019 | $210.0K | 0.03% | +111+2.8% | Added |
| US Financial Advisors, LLC | 4,019 | $210.0K | 0.12% | +4,019 | New |
| Tower Bridge Advisors | 4,007 | $209.5K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 3,996 | $209.0K | 0.06% | −1,178−22.8% | Reduced |
| Noesis Capital Mangement Corp | 4,005 | $209.0K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,985 | $208.0K | 0.02% | +3,985 | New |
| Badgley Phelps Wealth Managers, LLC | 3,984 | $208.0K | 0.01% | +3,984 | New |
| Next Level Private LLC | 3,955 | $207.0K | 0.08% | −12,601−76.1% | Reduced |
| Coastal Bridge Advisors, LLC | 3,958 | $207.0K | 0.06% | +7+0.2% | Added |
| Chemistry Wealth Management LLC | 3,955 | $207.0K | 0.08% | 00.0% | Unchanged |
| Family Management Corp | 3,964 | $207.0K | 0.06% | +35+0.9% | Added |
| Jefferies Group LLC | 3,944 | $206.2K | 0.01% | +988+33.4% | Added |
| Thrivent Financial for Lutherans | 3,937 | $206.0K | 0.00% | −6,064−60.6% | Reduced |
| Blue Barn Wealth, LLC | 3,941 | $206.0K | 0.16% | −1,121−22.1% | Reduced |
| Roman Butler Fullerton & Co | 4,333 | $206.0K | 0.11% | +4+0.1% | Added |
| Pekin Hardy Strauss, Inc. | 3,938 | $206.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,938 | $206.0K | 0.03% | +8+0.2% | Added |
| Wealthcare Advisory Partners LLC | 3,942 | $206.0K | 0.01% | +3,942 | New |
| Gladstone Institutional Advisory LLC | 3,940 | $206.0K | 0.02% | +3,940 | New |
| RDA Financial Network | 3,943 | $206.0K | 0.10% | +3,943 | New |
| Global Retirement Partners, LLC | 3,923 | $205.0K | 0.02% | +70+1.8% | Added |
| Sax Wealth Advisors, LLC | 3,924 | $205.0K | 0.05% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $205.0K | 0.01% | +3,925 | New |
| Delta Asset Management LLC | 3,903 | $204.0K | 0.02% | −45−1.1% | Reduced |
| Wedgewood Investors Inc | 3,900 | $204.0K | 0.29% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,908 | $204.0K | 0.01% | +934+31.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,883 | $203.0K | 0.00% | −1,962−33.6% | Reduced |
| Essex Savings Bank | 3,870 | $203.0K | 0.08% | −75−1.9% | Reduced |
| Future Financial Wealth Managment LLC | 3,700 | $203.0K | 0.20% | 00.0% | Unchanged |
| Ti-Trust, Inc | 3,874 | $203.0K | 0.21% | +3,874 | New |
| Davis R M Inc | 3,867 | $202.0K | 0.01% | −183−4.5% | Reduced |
| Boston Trust Walden Corp | 3,848 | $201.0K | 0.00% | −147−3.7% | Reduced |