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Livermore
Livermore
ZHEN

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

Q3 2022 vs. Q2 2022

How the institutions holding Shell plc changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SHEL: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders1,125161,099−10
Shares298.5M139.0K291.0M−7.42M (−2.5%)
Value$15.3B$7.18M$14.2B−$1.13B (−7.4%)

16 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (84)

Institutions that held Shell plc at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to SHEL in Q3 2022
InstitutionSharesValue% of portfolio
Mawer Investment Management Ltd.3,212,298$159.8M0.97%
Teachers Retirement System of the State of Kentucky879,870$43.8M0.51%
Susquehanna Fundamental Investments, LLC445,889$22.2M0.38%
Van Eck Associates Corp418,660$20.8M0.06%
Chiron Investment Management, LLC390,579$19.4M3.92%
Van Hulzen Asset Management, LLC205,761$10.2M1.26%
Bank of Nova Scotia112,450$5.59M0.02%
Yaupon Capital Management LP103,850$5.17M1.74%
Cerity Partners LLC78,688$3.92M0.05%
Bulltick Wealth Management, LLC59,458$2.96M0.89%
Soros Fund Management LLCSuperinvestorSoros Fund Management50,000$2.49M0.05%
Carrhae Capital LLP31,966$1.59M1.16%
Karp Capital Management Corp29,124$1.45M0.30%
Advisor Partners II, LLC29,104$1.45M0.11%
Herold Advisors, Inc.20,978$1.04M0.51%
Lakeview Capital Partners, LLC20,096$999.0K0.39%
D. E. Shaw & Co., Inc.17,300$861.0K0.00%
Farmers & Merchants Investments Inc16,555$824.0K0.04%
Mairs & Power Inc13,920$693.0K0.01%
Adell Harriman & Carpenter Inc12,931$643.5K0.08%
Greystone Financial Group, LLC12,562$625.0K0.21%
Wipfli Financial Advisors LLC,12,128$604.0K0.04%
Sendero Wealth Management, LLC11,627$579.0K0.24%
Smithfield Trust Co11,507$575.0K0.04%
Romano Brothers and Company11,468$571.0K0.09%
Pettyjohn, Wood & White, Inc11,050$550.0K0.15%
Elevated Capital Advisors, LLC10,706$533.0K0.21%
Fulton Bank, N.A.9,839$490.0K0.03%
Summit Global Investments9,754$485.0K0.04%
TrinityPoint Wealth, LLC9,553$475.0K0.11%
Seven Eight Capital, LP9,438$470.0K0.09%
Pinnacle Financial Partners Inc8,378$417.0K0.02%
Aaron Wealth Advisors8,214$409.0K0.08%
Compagnie Lombard Odier SCmA8,179$407.0K0.01%
Cutler Group LP8,075$401.0K0.05%
Gryphon Financial Partners LLC7,691$383.0K0.10%
Crescent Grove Advisors, LLC7,308$364.0K0.04%
Gyroscope Capital Management Group, LLC6,849$341.0K0.13%
Apexium Financial, LP6,736$335.0K0.04%
Ignite Planners, LLC6,395$334.0K0.27%
Arvest Trust Co N A6,101$304.0K0.02%
Altshuler Shaham Ltd6,000$299.0K0.01%
Independence Bank of Kentucky5,905$294.0K0.14%
Single Point Partners, LLC5,641$281.0K0.08%
Northcape Wealth Management, LLC5,515$274.0K0.10%
XR Securities LLC5,337$266.0K0.25%
Fox Run Management, L.L.C.4,880$243.0K0.09%
Intrust Bank NA4,704$235.0K0.04%
IHT Wealth Management, LLC4,732$235.0K0.02%
Retirement Guys Formula LLC4,190$230.0K0.24%
Intelligence Driven Advisers, LLC4,425$229.0K0.05%
First Foundation Advisors4,502$224.0K0.01%
Eads & Heald Wealth Management4,339$216.0K0.12%
Clarity Financial LLC4,340$216.0K0.05%
Transcend Wealth Collective, LLC4,315$215.0K0.02%
Brighton Jones LLC4,250$211.0K0.01%
Mutual Advisors, LLC4,243$211.0K0.01%
Wealth Enhancement Advisory Services, LLC4,050$210.0K0.00%
Aptus Capital Advisors, LLC4,081$204.0K0.01%
Summit X, LLC4,145$204.0K0.06%
Icon Wealth Advisors, LLC4,032$201.0K0.02%
Acadian Asset Management LLC2,541$126.0K0.00%
Pinnacle Bancorp, Inc.2,378$118.0K0.05%
Highline Wealth Partners LLC2,088$103.9K0.08%
Turim 21 Investimentos Ltda.1,870$93.0K0.08%
Old North State Trust, LLC1,302$65.0K0.06%
West Bancorporation Inc1,210$60.0K0.04%
Barrett & Company, Inc.1,041$59.3K0.04%
City State Bank780$39.0K0.03%
Godsey & Gibb Associates726$36.0K0.03%
Penserra Capital Management LLC720$35.0K0.00%
Standard Family Office LLC630$31.0K0.01%
TD Capital Management LLC550$27.0K0.00%
Concorde Financial Corp500$25.0K0.02%
Asset Dedication, LLC482$23.0K0.00%
Householder Group Estate & Retirement Specialist, LLC432$21.0K0.01%
Burleson & Company, LLC300$15.0K0.00%
Axiom Investment Management LLC215$10.0K0.02%
Global Trust Asset Management, LLC150$7.00K0.00%
Carolinas Wealth Consulting LLC150$7.00K0.00%
Oliver Lagore Vanvalin Investment Group136$7.00K0.00%
Corsicana & Co.128$6.00K0.01%
SailingStone Capital Partners LLC22$1.00K0.00%
Sofos Investments, Inc.50––

Sold out (94)

Institutions that held Shell plc at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of SHEL in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
PointState Capital LP3,082,429$161.2M
Senator Investment Group LP1,345,000$70.3M
Renaissance Technologies LLC801,486$41.9M
Qube Research & Technologies Ltd407,865$21.3M
Old Mission Capital LLC397,712$20.8M
Commonwealth of Pennsylvania Public School Empls Retrmt Sys329,078$17.2M
Old Republic International Corporation325,500$17.0M
Causeway Capital Management LLC191,452$10.0M
Vestcor Inc49,503$2.59M
Allianz Asset Management GmbH47,116$2.46M
J. Goldman & Co LP46,899$2.45M
Capricorn Fund Managers Ltd39,494$2.06M
CoreCap Advisors, LLC19,574$1.02M
HBK Sorce Advisory LLC16,130$843.0K
Total Investment Management Inc15,005$785.0K
Ameritas Advisory Services, LLC13,587$710.0K
Private Trust Co NA12,433$650.0K
Comerica Securities,inc.12,328$645.0K
Envoi LLC11,000$575.2K
Tower Research Capital LLC (TRC)10,435$546.0K
Blueshift Asset Management, LLC10,046$525.0K
Investment Advisory Services Inc9,885$517.0K
Evanson Asset Management, LLC9,680$506.0K
Janus Henderson Group PLC9,613$503.0K
Congress Park Capital LLC8,551$447.0K
Brown Advisory Securities, LLC8,325$435.0K
Bluefin Capital Management, LLC8,000$421.0K
Corsair Capital Management, L.P.8,000$418.0K
Salient Capital Advisors, LLC7,633$399.0K
Ruffer LLP7,500$392.0K
Bellecapital International Ltd.7,197$376.0K
Guyasuta Investment Advisors Inc7,100$371.0K
Ahrens Investment Partners LLC7,053$369.0K
CWA Asset Management Group, LLC6,800$356.0K
Buckley Wealth Management, LLC6,655$348.0K
Levin Capital Strategies, L.P.6,365$333.0K
qPULA Trading Management LP6,377$333.0K
Flow Traders U.S. LLC5,699$298.0K
Covenant Partners, LLC5,059$265.0K
CFS Investment Advisory Services, LLC4,900$256.0K
Shay Capital LLC4,639$243.0K
Sawtooth Solutions, LLC4,586$240.0K
Gillespie Robinson & Grimm Inc4,576$239.0K
QCM Cayman, Ltd.4,543$238.0K
Focus Financial Network, Inc.4,363$228.1K
White Pine Capital LLC4,368$228.0K
Quantinno Capital Management LP4,150$217.0K
Northwest Bancshares, Inc.4,115$215.0K
Arden Trust Co4,080$213.0K
Wilbanks Smith & Thomas Asset Management LLC4,036$211.0K
Tower Bridge Advisors4,007$209.5K
Noesis Capital Mangement Corp4,005$209.0K
Buckingham Strategic Partners3,985$208.0K
Badgley Phelps Wealth Managers, LLC3,984$208.0K
Family Management Corp3,964$207.0K
Coastal Bridge Advisors, LLC3,958$207.0K
Chemistry Wealth Management LLC3,955$207.0K
Jefferies Group LLC3,944$206.2K
Pekin Hardy Strauss, Inc.3,938$206.0K
RDA Financial Network3,943$206.0K
Sax Wealth Advisors, LLC3,924$205.0K
Delta Asset Management LLC3,903$204.0K
Wedgewood Investors Inc3,900$204.0K
Essex Savings Bank3,870$203.0K
Future Financial Wealth Managment LLC3,700$203.0K
Ti-Trust, Inc3,874$203.0K
Davis R M Inc3,867$202.0K
Boston Trust Walden Corp3,848$201.0K
Cable Hill Partners, LLC3,853$201.0K
Aquatic Capital Management LLC3,500$183.0K
Cascade Investment Advisors, Inc.3,400$177.8K
Arlington Partners LLC2,672$140.0K
Ardsley Advisory Partners LP2,000$105.0K
Patriot Financial Group Insurance Agency, LLC1,527$80.0K
Marshall & Sullivan Inc1,517$79.0K
Vectors Research Management, LLC669$35.0K
Concord Wealth Partners664$35.0K
McMillion Capital Management Inc570$30.0K
Mechanics Financial Corp311$16.0K
Leelyn Smith, LLC272$14.0K
CX Institutional250$13.0K
Sterling Investment Advisors, Ltd.200$10.0K
Heritage Financial Services, LLC190$9.00K
Blue Bell Private Wealth Management, LLC130$7.00K
Tfo-TDC, LLC114$6.00K
Better Money Decisions, LLC100$5.00K
Fairfield, Bush & Co.76$4.00K
Karlinski Andrew C70$4.00K
Rockbridge Investment Management, LCC62$3.24K
Field & Main Bank55$3.00K
Moisand Fitzgerald Tamayo, LLC36$2.00K
Retirement Group, LLC19$1.00K
Artemis Wealth Advisors, LLC7$0
Steward Financial Group LLC5$0

Not filed for Q3 2022 yet (16)

Institutions that held Shell plc at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SHEL in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Altium Wealth Management LLC31,551$1.65M
Advisor Partners LLC24,865$1.30M
HighPoint Advisor Group LLC20,319$975.0K
Farmer Steven Patrick16,472$861.0K
B. Riley Wealth Management, Inc.11,922$623.0K
Reynolds Investment Management, Inc.8,769$459.0K
Intersect Capital LLC7,621$398.0K
Coldstream Capital Management Inc6,301$329.0K
Fieldpoint Private Securities, LLC3,996$209.0K
Private Capital Group, LLC2,906$152.0K
Cordasco Financial Network1,829$96.0K
Enterprise Trust & Investment Co1,720$90.0K
Brewin Dolphin Ltd600$31.0K
Brewin Dolphin Wealth Management Ltd129$7.00K
Quintet Private Bank (Europe) S.A.32$1.92K
Lake Point Wealth Management7$0