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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.

Institutional holdersQ3 2022: 1,099 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ3 2022: $14.2B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2022.

Institutions holding SHEL in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Hikari Power Ltd341,900$17.0M1.90%00.0%Unchanged
HighTower Advisors, LLC352,551$17.5M0.05%+18,865+5.7%Added
Engine No. 1 LLC375,600$18.7M9.22%+91,600+32.3%Added
Huber Capital Management LLC381,095$19.0M5.32%+3,400+0.9%Added
Cantor Fitzgerald, L. P.383,229$19.1M0.42%−170,158−30.7%Reduced
US Bancorp385,810$19.2M0.04%+97,063+33.6%Added
Chiron Investment Management, LLC390,579$19.4M3.92%+390,579New
Guardian Capital LP392,920$19.6M0.67%−874−0.2%Reduced
Jane Street Group, LLC391,287$19.6M0.04%−1,283,010−76.6%Reduced
Kornitzer Capital Management Inc398,694$19.8M0.43%+20,670+5.5%Added
Gabelli Funds LLC413,500$20.6M0.17%−1000.0%Reduced
Van Eck Associates Corp418,660$20.8M0.06%+418,660New
Schonfeld Strategic Advisors LLC425,000$21.1M0.18%−100,000−19.0%Reduced
Nicola Wealth Management Ltd.438,500$21.8M2.40%+76,400+21.1%Added
Wedge Capital Management L L P438,936$21.8M0.37%−1,548−0.4%Reduced
Susquehanna Fundamental Investments, LLC445,889$22.2M0.38%+445,889New
Ci Investments Inc.450,292$22.4M0.12%−98,791−18.0%Reduced
TruWealth Advisors, LLC454,108$22.6M2.39%+6,014+1.3%Added
CIBC World Markets Inc.459,905$22.9M0.10%−9,339−2.0%Reduced
Verition Fund Management LLC467,468$23.3M0.32%+160,424+52.2%Added
LPL Financial LLC494,441$24.6M0.02%+28,698+6.2%Added
Foundry Partners, LLC495,619$24.7M1.55%−52,375−9.6%Reduced
Connor, Clark & Lunn Investment Management Ltd.523,358$26.0M0.17%+486,826+1,332.6%Added
Jennison Associates LLC535,338$26.6M0.03%−73,709−12.1%Reduced
Fayez Sarofim & Co541,351$26.9M0.11%−9,287−1.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund545,000$27.1M0.14%−548,900−50.2%Reduced
CIBC Private Wealth Group, LLC547,075$27.2M0.07%−9,146−1.6%Reduced
Nan Shan Life Insurance Co., Ltd.556,310$27.7M0.68%−800.0%Reduced
Penn Davis McFarland Inc570,619$28.4M5.69%+6,150+1.1%Added
Adage Capital Partners GP, L.L.C.585,000$29.1M0.07%−1,690,000−74.3%Reduced
Energy Income Partners, LLC614,170$30.6M0.71%+17,000+2.8%Added
Pictet Asset Management SA668,494$33.3M0.05%+508,257+317.2%Added
The PNC Financial Services Group, Inc.718,400$35.7M0.04%+105,858+17.3%Added
Artisan Partners Limited Partnership744,942$37.1M0.07%−145,375−16.3%Reduced
Merewether Investment Management, LP749,318$37.3M3.74%+204,856+37.6%Added
Amundi730,809$39.5M0.02%−57,857−7.3%Reduced
Raymond James & Associates800,718$39.8M0.04%−6,745−0.8%Reduced
SPX Equities Gestao de Recursos Ltda801,251$39.9M4.01%+40,712+5.4%Added
Brandes Investment Partners, LP805,494$40.1M1.05%+190,334+30.9%Added
Bank of New York Mellon Corp828,221$41.2M0.01%−17,423−2.1%Reduced
Alliancebernstein L.P.835,259$41.6M0.02%−1,813−0.2%Reduced
Russell Investments Group, Ltd.836,184$41.6M0.09%+378,902+82.9%Added
Point72 Asset Management, L.P.849,300$42.3M0.18%−247,900−22.6%Reduced
Teachers Retirement System of the State of Kentucky879,870$43.8M0.51%+879,870New
American Century Companies Inc895,734$44.6M0.04%+44,451+5.2%Added
Silvercrest Asset Management Group LLC913,622$45.5M0.37%+25,729+2.9%Added
Equity Investment Corp925,655$46.1M1.77%+22,600+2.5%Added
Nuveen Asset Management, LLC935,947$46.6M0.02%+118,400+14.5%Added
Letko, Brosseau & Associates Inc968,837$48.2M0.96%−48,807−4.8%Reduced
Cullen Capital Management LLC990,139$49.3M0.53%−8,201−0.8%Reduced
Brandywine Global Investment Management, LLC999,514$49.7M0.46%+263,121+35.7%Added
Alyeska Investment Group, L.P.1,025,774$51.0M0.60%−83,829−7.6%Reduced
Great Lakes Advisors, LLC1,040,544$51.8M1.13%−21,527−2.0%Reduced
Natixis Advisors, L.P.1,074,240$53.5M0.23%+273,614+34.2%Added
Westwood Global Investments, LLC1,148,589$57.2M3.54%00.0%Unchanged
Boston Partners1,159,628$57.7M0.08%−77,710−6.3%Reduced
Citadel Advisors LLC1,184,928$59.0M0.07%−1,192,689−50.2%Reduced
Envestnet Asset Management Inc1,186,441$59.0M0.03%+21,157+1.8%Added
Ameriprise Financial Inc1,257,187$62.6M0.02%+35,346+2.9%Added
Macquarie Group Ltd1,265,365$63.0M0.08%−20,224−1.6%Reduced
Douglas Lane & Associates, LLC1,283,850$63.9M1.18%−9,699−0.7%Reduced
UBS Group AG1,292,792$64.3M0.04%−68,314−5.0%Reduced
Two Sigma Advisers, LP1,305,960$65.0M0.19%−362,300−21.7%Reduced
Todd Asset Management LLC1,489,489$74.1M2.07%−18,544−1.2%Reduced
Stifel Financial Corp1,492,765$74.3M0.12%+90,033+6.4%Added
Bank of Montreal1,560,956$78.2M0.06%−55,595−3.4%Reduced
Invesco Ltd.1,782,234$88.7M0.03%−277,142−13.5%Reduced
Rockefeller Capital Management L.P.1,844,378$91.8M0.47%+238,470+14.8%Added
State Farm Mutual Automobile Insurance Co1,858,028$92.5M0.11%00.0%Unchanged
Millennium Management LLC1,883,478$93.7M0.12%−1,446,854−43.4%Reduced
Capital Research Global Investors1,985,299$98.8M0.03%−1,104,957−35.8%Reduced
Wells Fargo & Company2,295,427$114.2M0.04%+76,532+3.4%Added
JPMorgan Chase & Co2,381,613$118.5M0.02%−745,745−23.8%Reduced
Northern Trust Corp2,500,510$124.4M0.03%−123,636−4.7%Reduced
Chevy Chase Trust Holdings, Inc.2,543,619$126.6M0.54%+250,825+10.9%Added
Holocene Advisors, LP2,696,170$134.2M0.86%−194,442−6.7%Reduced
Pzena Investment Management LLC2,876,466$143.1M0.71%−87,010−2.9%Reduced
Mackenzie Financial Corp2,947,808$146.7M0.25%−10,599−0.4%Reduced
Harding Loevner LP3,055,355$152.0M1.00%−27,788−0.9%Reduced
40 North Management LLC3,150,000$156.7M7.22%+925,000+41.6%Added
Mawer Investment Management Ltd.3,212,298$159.8M0.97%+3,212,298New
Lord, Abbett & Co. LLC3,486,737$173.5M0.63%−989,490−22.1%Reduced
Royal Bank of Canada3,762,681$187.2M0.06%+87,330+2.4%Added
Price T Rowe Associates Inc4,722,859$235.0M0.04%+727,252+18.2%Added
Goldman Sachs Group Inc5,367,901$267.1M0.08%−2,544,125−32.2%Reduced
Pendal Group Limited10,773,379$270.6M2.63%+1,628,001+17.8%Added
Franklin Resources Inc6,476,909$322.3M0.18%−1,050,328−14.0%Reduced
BlackRock Inc.6,561,717$326.5M0.01%+892,769+15.7%Added
Bank of America Corp6,792,801$338.0M0.04%+366,005+5.7%Added
Hotchkis & Wiley Capital Management LLC7,016,282$349.1M1.50%−145,250−2.0%Reduced
Morgan Stanley8,803,980$438.1M0.06%−521,489−5.6%Reduced
Wellington Management Group LLP9,495,810$472.5M0.10%−2,976,450−23.9%Reduced
Orbis Allan Gray Ltd11,223,840$558.5M4.58%+2,086,127+22.8%Added
Norges Bank11,903,336$592.3M0.16%+349,449+3.0%Added
Arrowstreet Capital, Limited Partnership11,922,016$593.2M0.87%+2,891,632+32.0%Added
Dimensional Fund Advisors LP20,067,444$998.6M0.38%+1,295,431+6.9%Added
Fisher Asset Management, LLC20,770,344$1.03B0.77%+515,019+2.5%Added
FMR LLC21,366,818$1.06B0.11%+117,347+0.6%Added
Sofos Investments, Inc.50––+50New
PointState Capital LP0$00.00%−3,082,429−100.0%Sold out