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, Q3 2022
Institutional positions in Shell plc as of Sep 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
- 1,099
- −10 vs. Q2 2022
- Shares held
- 291.0M
- −7.42M (−2.5%) vs. Q2 2022
- Total value
- $14.2B
- −$1.13B (−7.4%) vs. Q2 2022
- New holders
- 84
- 402 more added
- Sold out
- 94
- 376 more reduced
16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 21,366,818 | $1.06B | 0.11% | +117,347+0.6% | Added |
| Fisher Asset Management, LLC | 20,770,344 | $1.03B | 0.77% | +515,019+2.5% | Added |
| Dimensional Fund Advisors LP | 20,067,444 | $998.6M | 0.38% | +1,295,431+6.9% | Added |
| Arrowstreet Capital, Limited Partnership | 11,922,016 | $593.2M | 0.87% | +2,891,632+32.0% | Added |
| Norges Bank | 11,903,336 | $592.3M | 0.16% | +349,449+3.0% | Added |
| Orbis Allan Gray Ltd | 11,223,840 | $558.5M | 4.58% | +2,086,127+22.8% | Added |
| Wellington Management Group LLP | 9,495,810 | $472.5M | 0.10% | −2,976,450−23.9% | Reduced |
| Morgan Stanley | 8,803,980 | $438.1M | 0.06% | −521,489−5.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 7,016,282 | $349.1M | 1.50% | −145,250−2.0% | Reduced |
| Bank of America Corp | 6,792,801 | $338.0M | 0.04% | +366,005+5.7% | Added |
| BlackRock Inc. | 6,561,717 | $326.5M | 0.01% | +892,769+15.7% | Added |
| Franklin Resources Inc | 6,476,909 | $322.3M | 0.18% | −1,050,328−14.0% | Reduced |
| Pendal Group Limited | 10,773,379 | $270.6M | 2.63% | +1,628,001+17.8% | Added |
| Goldman Sachs Group Inc | 5,367,901 | $267.1M | 0.08% | −2,544,125−32.2% | Reduced |
| Price T Rowe Associates Inc | 4,722,859 | $235.0M | 0.04% | +727,252+18.2% | Added |
| Royal Bank of Canada | 3,762,681 | $187.2M | 0.06% | +87,330+2.4% | Added |
| Lord, Abbett & Co. LLC | 3,486,737 | $173.5M | 0.63% | −989,490−22.1% | Reduced |
| Mawer Investment Management Ltd. | 3,212,298 | $159.8M | 0.97% | +3,212,298 | New |
| 40 North Management LLC | 3,150,000 | $156.7M | 7.22% | +925,000+41.6% | Added |
| Harding Loevner LP | 3,055,355 | $152.0M | 1.00% | −27,788−0.9% | Reduced |
| Mackenzie Financial Corp | 2,947,808 | $146.7M | 0.25% | −10,599−0.4% | Reduced |
| Pzena Investment Management LLC | 2,876,466 | $143.1M | 0.71% | −87,010−2.9% | Reduced |
| Holocene Advisors, LP | 2,696,170 | $134.2M | 0.86% | −194,442−6.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,543,619 | $126.6M | 0.54% | +250,825+10.9% | Added |
| Northern Trust Corp | 2,500,510 | $124.4M | 0.03% | −123,636−4.7% | Reduced |
| JPMorgan Chase & Co | 2,381,613 | $118.5M | 0.02% | −745,745−23.8% | Reduced |
| Wells Fargo & Company | 2,295,427 | $114.2M | 0.04% | +76,532+3.4% | Added |
| Capital Research Global Investors | 1,985,299 | $98.8M | 0.03% | −1,104,957−35.8% | Reduced |
| Millennium Management LLC | 1,883,478 | $93.7M | 0.12% | −1,446,854−43.4% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $92.5M | 0.11% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,844,378 | $91.8M | 0.47% | +238,470+14.8% | Added |
| Invesco Ltd. | 1,782,234 | $88.7M | 0.03% | −277,142−13.5% | Reduced |
| Bank of Montreal | 1,560,956 | $78.2M | 0.06% | −55,595−3.4% | Reduced |
| Stifel Financial Corp | 1,492,765 | $74.3M | 0.12% | +90,033+6.4% | Added |
| Todd Asset Management LLC | 1,489,489 | $74.1M | 2.07% | −18,544−1.2% | Reduced |
| Two Sigma Advisers, LP | 1,305,960 | $65.0M | 0.19% | −362,300−21.7% | Reduced |
| UBS Group AG | 1,292,792 | $64.3M | 0.04% | −68,314−5.0% | Reduced |
| Douglas Lane & Associates, LLC | 1,283,850 | $63.9M | 1.18% | −9,699−0.7% | Reduced |
| Macquarie Group Ltd | 1,265,365 | $63.0M | 0.08% | −20,224−1.6% | Reduced |
| Ameriprise Financial Inc | 1,257,187 | $62.6M | 0.02% | +35,346+2.9% | Added |
| Envestnet Asset Management Inc | 1,186,441 | $59.0M | 0.03% | +21,157+1.8% | Added |
| Citadel Advisors LLC | 1,184,928 | $59.0M | 0.07% | −1,192,689−50.2% | Reduced |
| Boston Partners | 1,159,628 | $57.7M | 0.08% | −77,710−6.3% | Reduced |
| Westwood Global Investments, LLC | 1,148,589 | $57.2M | 3.54% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 1,074,240 | $53.5M | 0.23% | +273,614+34.2% | Added |
| Great Lakes Advisors, LLC | 1,040,544 | $51.8M | 1.13% | −21,527−2.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,025,774 | $51.0M | 0.60% | −83,829−7.6% | Reduced |
| Brandywine Global Investment Management, LLC | 999,514 | $49.7M | 0.46% | +263,121+35.7% | Added |
| Cullen Capital Management LLC | 990,139 | $49.3M | 0.53% | −8,201−0.8% | Reduced |
| Letko, Brosseau & Associates Inc | 968,837 | $48.2M | 0.96% | −48,807−4.8% | Reduced |
| Nuveen Asset Management, LLC | 935,947 | $46.6M | 0.02% | +118,400+14.5% | Added |
| Equity Investment Corp | 925,655 | $46.1M | 1.77% | +22,600+2.5% | Added |
| Silvercrest Asset Management Group LLC | 913,622 | $45.5M | 0.37% | +25,729+2.9% | Added |
| American Century Companies Inc | 895,734 | $44.6M | 0.04% | +44,451+5.2% | Added |
| Teachers Retirement System of the State of Kentucky | 879,870 | $43.8M | 0.51% | +879,870 | New |
| Point72 Asset Management, L.P. | 849,300 | $42.3M | 0.18% | −247,900−22.6% | Reduced |
| Russell Investments Group, Ltd. | 836,184 | $41.6M | 0.09% | +378,902+82.9% | Added |
| Alliancebernstein L.P. | 835,259 | $41.6M | 0.02% | −1,813−0.2% | Reduced |
| Bank of New York Mellon Corp | 828,221 | $41.2M | 0.01% | −17,423−2.1% | Reduced |
| Brandes Investment Partners, LP | 805,494 | $40.1M | 1.05% | +190,334+30.9% | Added |
| SPX Equities Gestao de Recursos Ltda | 801,251 | $39.9M | 4.01% | +40,712+5.4% | Added |
| Raymond James & Associates | 800,718 | $39.8M | 0.04% | −6,745−0.8% | Reduced |
| Amundi | 730,809 | $39.5M | 0.02% | −57,857−7.3% | Reduced |
| Merewether Investment Management, LP | 749,318 | $37.3M | 3.74% | +204,856+37.6% | Added |
| Artisan Partners Limited Partnership | 744,942 | $37.1M | 0.07% | −145,375−16.3% | Reduced |
| The PNC Financial Services Group, Inc. | 718,400 | $35.7M | 0.04% | +105,858+17.3% | Added |
| Pictet Asset Management SA | 668,494 | $33.3M | 0.05% | +508,257+317.2% | Added |
| Energy Income Partners, LLC | 614,170 | $30.6M | 0.71% | +17,000+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 585,000 | $29.1M | 0.07% | −1,690,000−74.3% | Reduced |
| Penn Davis McFarland Inc | 570,619 | $28.4M | 5.69% | +6,150+1.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $27.7M | 0.68% | −800.0% | Reduced |
| CIBC Private Wealth Group, LLC | 547,075 | $27.2M | 0.07% | −9,146−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 545,000 | $27.1M | 0.14% | −548,900−50.2% | Reduced |
| Fayez Sarofim & Co | 541,351 | $26.9M | 0.11% | −9,287−1.7% | Reduced |
| Jennison Associates LLC | 535,338 | $26.6M | 0.03% | −73,709−12.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 523,358 | $26.0M | 0.17% | +486,826+1,332.6% | Added |
| Foundry Partners, LLC | 495,619 | $24.7M | 1.55% | −52,375−9.6% | Reduced |
| LPL Financial LLC | 494,441 | $24.6M | 0.02% | +28,698+6.2% | Added |
| Verition Fund Management LLC | 467,468 | $23.3M | 0.32% | +160,424+52.2% | Added |
| CIBC World Markets Inc. | 459,905 | $22.9M | 0.10% | −9,339−2.0% | Reduced |
| TruWealth Advisors, LLC | 454,108 | $22.6M | 2.39% | +6,014+1.3% | Added |
| Ci Investments Inc. | 450,292 | $22.4M | 0.12% | −98,791−18.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 445,889 | $22.2M | 0.38% | +445,889 | New |
| Wedge Capital Management L L P | 438,936 | $21.8M | 0.37% | −1,548−0.4% | Reduced |
| Nicola Wealth Management Ltd. | 438,500 | $21.8M | 2.40% | +76,400+21.1% | Added |
| Schonfeld Strategic Advisors LLC | 425,000 | $21.1M | 0.18% | −100,000−19.0% | Reduced |
| Van Eck Associates Corp | 418,660 | $20.8M | 0.06% | +418,660 | New |
| Gabelli Funds LLC | 413,500 | $20.6M | 0.17% | −1000.0% | Reduced |
| Kornitzer Capital Management Inc | 398,694 | $19.8M | 0.43% | +20,670+5.5% | Added |
| Jane Street Group, LLC | 391,287 | $19.6M | 0.04% | −1,283,010−76.6% | Reduced |
| Guardian Capital LP | 392,920 | $19.6M | 0.67% | −874−0.2% | Reduced |
| Chiron Investment Management, LLC | 390,579 | $19.4M | 3.92% | +390,579 | New |
| US Bancorp | 385,810 | $19.2M | 0.04% | +97,063+33.6% | Added |
| Cantor Fitzgerald, L. P. | 383,229 | $19.1M | 0.42% | −170,158−30.7% | Reduced |
| Huber Capital Management LLC | 381,095 | $19.0M | 5.32% | +3,400+0.9% | Added |
| Engine No. 1 LLC | 375,600 | $18.7M | 9.22% | +91,600+32.3% | Added |
| HighTower Advisors, LLC | 352,551 | $17.5M | 0.05% | +18,865+5.7% | Added |
| Hikari Power Ltd | 341,900 | $17.0M | 1.90% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 330,480 | $16.4M | 0.04% | +6,363+2.0% | Added |
| Willis Investment Counsel | 329,060 | $16.4M | 1.19% | −19,519−5.6% | Reduced |