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 |
|---|---|---|---|---|---|
| Claret Asset Management Corp | 102,840 | $5.12M | 1.21% | +1,349+1.3% | Added |
| Yaupon Capital Management LP | 103,850 | $5.17M | 1.74% | +103,850 | New |
| Thornburg Investment Management Inc | 104,970 | $5.22M | 0.09% | +92,050+712.5% | Added |
| Trustmark National Bank Trust Department | 105,441 | $5.25M | 0.50% | −9,459−8.2% | Reduced |
| Eastover Investment Advisors LLC | 101,437 | $5.27M | 3.28% | +32,887+48.0% | Added |
| Comerica Bank | 99,688 | $5.28M | 0.04% | −320.0% | Reduced |
| Klingenstein Fields & Co LP | 106,447 | $5.30M | 0.29% | −15,092−12.4% | Reduced |
| Augustine Asset Management Inc | 106,814 | $5.32M | 3.49% | +2,454+2.4% | Added |
| Banco Santander, S.A. | 106,878 | $5.32M | 0.07% | −59,955−35.9% | Reduced |
| Heritage Investors Management Corp | 107,380 | $5.34M | 0.27% | +152+0.1% | Added |
| Edgemoor Investment Advisors, Inc. | 108,235 | $5.39M | 0.72% | +67,568+166.1% | Added |
| Edge Capital Group, LLC | 109,017 | $5.42M | 0.45% | +108,599+25,980.6% | Added |
| National Bank of Canada | 110,481 | $5.46M | 0.03% | +12,264+12.5% | Added |
| Renaissance Group LLC | 110,851 | $5.52M | 0.30% | −8,301−7.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 111,488 | $5.55M | 0.03% | −5,158−4.4% | Reduced |
| Woodstock Corp | 111,731 | $5.56M | 0.83% | +3,276+3.0% | Added |
| Bank of Nova Scotia | 112,450 | $5.59M | 0.02% | +112,450 | New |
| Shelter Mutual Insurance Co | 113,750 | $5.66M | 1.83% | 00.0% | Unchanged |
| Bragg Financial Advisors, Inc | 114,895 | $5.72M | 0.39% | +8,341+7.8% | Added |
| Eagle Global Advisors LLC | 115,621 | $5.75M | 0.43% | −3,384−2.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 116,064 | $5.78M | 0.13% | −2,522−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 102,314 | $5.85M | 0.07% | −1,010−1.0% | Reduced |
| Toroso Investments, LLC | 117,659 | $5.85M | 0.24% | +6,262+5.6% | Added |
| Optiver Holding B.V. | 117,998 | $5.87M | 0.01% | −1,824,104−93.9% | Reduced |
| Calamos Advisors LLC | 119,000 | $5.92M | 0.03% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 122,375 | $6.09M | 0.60% | −3,000−2.4% | Reduced |
| TownSquare Capital, LLC | 123,112 | $6.13M | 0.18% | +1,666+1.4% | Added |
| Pinnacle Associates Ltd | 123,373 | $6.14M | 0.14% | −2,325−1.8% | Reduced |
| Beach Investment Counsel Inc | 125,219 | $6.23M | 0.89% | −121,235−49.2% | Reduced |
| Leuthold Group, LLC | 125,874 | $6.26M | 0.94% | −2,367−1.8% | Reduced |
| Regency Capital Management Inc. | 126,630 | $6.30M | 7.73% | +14,223+12.7% | Added |
| tru Independence LLC | 128,211 | $6.38M | 2.25% | −5,098−3.8% | Reduced |
| Fifth Third Bancorp | 128,473 | $6.39M | 0.03% | −2,972−2.3% | Reduced |
| Sit Investment Associates Inc | 128,525 | $6.39M | 0.19% | +66,425+107.0% | Added |
| First Eagle Investment Management, LLC | 131,939 | $6.57M | 0.02% | +34,670+35.6% | Added |
| Creative Planning | 136,012 | $6.77M | 0.01% | +20,118+17.4% | Added |
| Janney Capital Management LLC | 138,767 | $6.91M | 0.56% | +480+0.3% | Added |
| Ibex Wealth Advisors | 139,313 | $6.93M | 1.80% | −112−0.1% | Reduced |
| Capital Fund Management S.A. | 142,739 | $7.10M | 0.18% | −309,254−68.4% | Reduced |
| Avalon Investment & Advisory | 143,960 | $7.16M | 0.22% | −3,665−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 144,706 | $7.20M | 0.29% | +4,710+3.4% | Added |
| Miller Howard Investments Inc | 150,000 | $7.46M | 0.31% | +90,000+150.0% | Added |
| Manning & Napier Group, LLC | 151,216 | $7.52M | 0.10% | −1,480−1.0% | Reduced |
| Cubist Systematic Strategies, LLC | 151,957 | $7.56M | 0.06% | +142,150+1,449.5% | Added |
| Janney Montgomery Scott LLC | 155,297 | $7.73M | 0.03% | +10,438+7.2% | Added |
| Chartwell Investment Partners, LLC | 166,975 | $8.31M | 0.35% | +1,489+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 168,899 | $8.40M | 0.01% | +112,477+199.3% | Added |
| Thomas White International Ltd | 169,758 | $8.45M | 1.98% | +50,538+42.4% | Added |
| Allied Investment Advisors, LLC | 170,945 | $8.51M | 3.17% | +955+0.6% | Added |
| American Assets Investment Management, LLC | 171,000 | $8.51M | 1.11% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 178,720 | $8.90M | 0.12% | +9,672+5.7% | Added |
| Willis Johnson & Associates, Inc. | 179,265 | $8.92M | 1.30% | +4,255+2.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,940 | $9.15M | 0.01% | −31,924−14.8% | Reduced |
| Lodge Hill Capital, LLC | 185,000 | $9.21M | 3.40% | +90,000+94.7% | Added |
| Mercer Global Advisors Inc | 185,454 | $9.23M | 0.05% | +147+0.1% | Added |
| Nikko Asset Management Americas, Inc. | 180,095 | $9.28M | 0.12% | −32,284−15.2% | Reduced |
| FineMark National Bank & Trust | 188,106 | $9.36M | 0.47% | +2,092+1.1% | Added |
| Scotia Capital Inc. | 191,903 | $9.55M | 0.08% | +337+0.2% | Added |
| Avantax Advisory Services, Inc. | 192,010 | $9.55M | 0.15% | −6,581−3.3% | Reduced |
| Susquehanna International Group, LLP | 202,479 | $10.1M | 0.02% | +69,594+52.4% | Added |
| SEI Investments Co | 203,474 | $10.1M | 0.02% | −37,143−15.4% | Reduced |
| Tocqueville Asset Management L.P. | 204,504 | $10.2M | 0.21% | +13,279+6.9% | Added |
| Van Hulzen Asset Management, LLC | 205,761 | $10.2M | 1.26% | +205,761 | New |
| Crossmark Global Holdings, Inc. | 208,293 | $10.4M | 0.29% | +59,373+39.9% | Added |
| Citigroup Inc | 210,857 | $10.5M | 0.01% | +488+0.2% | Added |
| Cohen Klingenstein LLC | 214,760 | $10.7M | 0.57% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 216,556 | $10.8M | 0.19% | −7,499−3.3% | Reduced |
| M&T Bank Corp | 222,102 | $11.1M | 0.05% | +16,997+8.3% | Added |
| Liontrust Investment Partners LLP | 230,395 | $11.5M | 0.19% | +62,155+36.9% | Added |
| Quinn Opportunity Partners LLC | 232,680 | $11.6M | 1.33% | +8,060+3.6% | Added |
| Stamos Capital Partners, L.P. | 233,250 | $11.6M | 2.95% | +33,350+16.7% | Added |
| Country Club Bank | 232,857 | $11.7M | 1.11% | +13,553+6.2% | Added |
| Evergreen Capital Management LLC | 237,308 | $11.8M | 0.62% | +2,737+1.2% | Added |
| Advisor Group Holdings, Inc. | 241,797 | $12.0M | 0.03% | −3,850−1.6% | Reduced |
| Anchor Capital Advisors LLC | 241,903 | $12.0M | 0.33% | −61,170−20.2% | Reduced |
| Grandfield & Dodd, LLC | 244,206 | $12.2M | 0.99% | +5,110+2.1% | Added |
| Truist Financial Corp | 251,227 | $12.5M | 0.02% | +5,922+2.4% | Added |
| First Republic Investment Management, Inc. | 255,171 | $12.7M | 0.03% | −34,318−11.9% | Reduced |
| Itau Unibanco Holding S.A. | 259,615 | $12.9M | 0.52% | +171,779+195.6% | Added |
| Euro Pacific Asset Management, LLC | 252,783 | $13.0M | 3.41% | −13,611−5.1% | Reduced |
| Greenwood Gearhart Inc | 262,314 | $13.1M | 2.07% | +6,513+2.5% | Added |
| Davenport & Co LLC | 265,204 | $13.2M | 0.12% | −6,272−2.3% | Reduced |
| Neuberger Berman Group LLC | 266,608 | $13.3M | 0.01% | +28,328+11.9% | Added |
| Fort Washington Investment Advisors Inc | 267,748 | $13.3M | 0.11% | −2,057−0.8% | Reduced |
| Thomasville National Bank | 273,806 | $13.6M | 1.63% | +16,785+6.5% | Added |
| Gabalex Capital Management LLC | 275,000 | $13.7M | 7.55% | +25,000+10.0% | Added |
| Employees Retirement System of Texas | 275,029 | $13.7M | 0.21% | +15,356+5.9% | Added |
| Becker Capital Management Inc | 281,265 | $14.0M | 0.73% | −7,362−2.6% | Reduced |
| Credit Suisse AG | 281,269 | $14.0M | 0.02% | −204,008−42.0% | Reduced |
| JBF Capital, Inc. | 285,000 | $14.2M | 3.58% | 00.0% | Unchanged |
| Logan Capital Management Inc | 293,352 | $14.6M | 0.87% | +9,457+3.3% | Added |
| South Dakota Investment Council | 294,902 | $14.7M | 0.35% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 297,860 | $14.8M | 0.03% | +46,668+18.6% | Added |
| Mariner, LLC | 299,545 | $14.9M | 0.06% | +80,279+36.6% | Added |
| Gluskin Sheff & Assoc Inc | 619,176 | $15.6M | 0.93% | −171,740−21.7% | Reduced |
| Stansberry Asset Management, LLC | 313,385 | $15.6M | 3.37% | +21,968+7.5% | Added |
| Gemsstock Limited | 314,900 | $15.7M | 15.49% | −2,900−0.9% | Reduced |
| SIR Capital Management, L.P. | 316,700 | $15.8M | 2.66% | −46,000−12.7% | Reduced |
| Willis Investment Counsel | 329,060 | $16.4M | 1.19% | −19,519−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 330,480 | $16.4M | 0.04% | +6,363+2.0% | Added |