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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $0 | 0.00% | +1+11.1% | Added |
| Beaird Harris Wealth Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SailingStone Capital Partners LLC | 22 | $1.00K | 0.00% | +22 | New |
| Tradewinds Capital Management, LLC | 43 | $2.00K | 0.00% | −150−77.7% | Reduced |
| Goodwin Investment Advisory | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 36 | $2.00K | 0.00% | +8+28.6% | Added |
| Raffa Wealth Management, LLC | 49 | $2.44K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 80 | $4.00K | 0.00% | −173−68.4% | Reduced |
| Center for Financial Planning, Inc. | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 103 | $5.00K | 0.00% | −26−20.2% | Reduced |
| CNB Bank | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 112 | $6.00K | 0.01% | −1−0.9% | Reduced |
| Cowen Prime Advisors LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 128 | $6.00K | 0.01% | +128 | New |
| Coastal Capital Group, Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 150 | $7.00K | 0.00% | +150 | New |
| Carolinas Wealth Consulting LLC | 150 | $7.00K | 0.00% | +150 | New |
| Oliver Lagore Vanvalin Investment Group | 136 | $7.00K | 0.00% | +136 | New |
| Sageworth Trust Co of South Dakota | 155 | $8.00K | 0.02% | −125−44.6% | Reduced |
| Pacifica Partners Inc. | 155 | $8.00K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 171 | $9.00K | 0.00% | +24+16.3% | Added |
| JJJ Advisors Inc. | 183 | $9.00K | 0.00% | +25+15.8% | Added |
| Cornerstone Management, Inc. | 200 | $9.95K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 193 | $10.0K | 0.00% | −205−51.5% | Reduced |
| Ellevest, Inc. | 203 | $10.0K | 0.00% | −30−12.9% | Reduced |
| Spectrum Management Group, LLC | 202 | $10.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $10.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 203 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 198 | $10.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 215 | $10.0K | 0.02% | +215 | New |
| Central Bank & Trust Co | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 216 | $11.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 217 | $11.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 276 | $14.0K | 0.01% | −34−11.0% | Reduced |
| Atticus Wealth Management, LLC | 275 | $14.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 287 | $14.0K | 0.01% | +248+635.9% | Added |
| Stephens Consulting, LLC | 300 | $14.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $15.0K | 0.01% | −500−62.5% | Reduced |
| Antonetti Capital Management LLC | 300 | $15.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $15.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $15.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $15.0K | 0.00% | +70+29.2% | Added |
| Burleson & Company, LLC | 300 | $15.0K | 0.00% | +300 | New |
| Kelly Financial Services LLC | 301 | $15.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 319 | $16.0K | 0.00% | −809−71.7% | Reduced |
| Nisa Investment Advisors, LLC | 327 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 324 | $16.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 325 | $16.0K | 0.00% | +3+0.9% | Added |
| Halpern Financial, Inc. | 338 | $16.8K | 0.01% | +80+31.0% | Added |
| Orion Capital Management LLC | 363 | $18.0K | 0.01% | −500−57.9% | Reduced |
| Front Row Advisors LLC | 356 | $18.0K | 0.01% | −117−24.7% | Reduced |
| Community Bank, N.A. | 356 | $18.0K | 0.00% | +96+36.9% | Added |
| PFS Partners, LLC | 378 | $18.8K | 0.02% | −50−11.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 382 | $19.0K | 0.01% | −913−70.5% | Reduced |
| Tyler-Stone Wealth Management | 378 | $19.0K | 0.01% | +2+0.5% | Added |
| GHP Investment Advisors, Inc. | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 420 | $20.9K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 417 | $21.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 414 | $21.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $21.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 429 | $21.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 432 | $21.0K | 0.01% | +432 | New |
| JNBA Financial Advisors | 455 | $23.0K | 0.00% | −61−11.8% | Reduced |
| Asset Dedication, LLC | 482 | $23.0K | 0.00% | +482 | New |
| Larson Financial Group LLC | 492 | $24.0K | 0.00% | −155−24.0% | Reduced |
| Creative Financial Designs Inc | 479 | $24.0K | 0.00% | +5+1.1% | Added |
| First Financial Corp | 495 | $24.0K | 0.02% | +145+41.4% | Added |
| First Command Bank | 503 | $25.0K | 0.00% | −78−13.4% | Reduced |
| First Command Financial Services, Inc. | 503 | $25.0K | 0.00% | −78−13.4% | Reduced |
| Pflug Koory, LLC | 510 | $25.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $25.0K | 0.02% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 516 | $25.0K | 0.00% | 00.0% | Unchanged |