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 |
|---|---|---|---|---|---|
| Concorde Financial Corp | 500 | $25.0K | 0.02% | +500 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 514 | $26.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 517 | $26.0K | 0.00% | +238+85.3% | Added |
| TCI Wealth Advisors, Inc. | 550 | $27.0K | 0.00% | −50−8.3% | Reduced |
| BerganKDV Wealth Management, LLC | 544 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $27.0K | 0.00% | +550 | New |
| Old Second National Bank of Aurora | 600 | $30.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 608 | $30.3K | 0.02% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 630 | $31.0K | 0.01% | +30+5.0% | Added |
| Standard Family Office LLC | 630 | $31.0K | 0.01% | +630 | New |
| Financial Synergies Wealth Advisors, Inc. | 623 | $31.0K | 0.01% | +323+107.7% | Added |
| Focused Wealth Management, Inc | 649 | $32.0K | 0.01% | +5+0.8% | Added |
| First Personal Financial Services | 660 | $33.0K | 0.01% | −210−24.1% | Reduced |
| CVA Family Office, LLC | 655 | $33.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 720 | $35.0K | 0.00% | +720 | New |
| Godsey & Gibb Associates | 726 | $36.0K | 0.03% | +726 | New |
| Sutton Wealth Advisors Inc. | 738 | $36.7K | 0.01% | −102−12.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 750 | $37.0K | 0.02% | −11,450−93.9% | Reduced |
| HHM Wealth Advisors, LLC | 752 | $37.0K | 0.01% | +61+8.8% | Added |
| Wolff Wiese Magana LLC | 773 | $38.0K | 0.03% | −291−27.3% | Reduced |
| Selective Wealth Management, Inc. | 771 | $38.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 781 | $39.0K | 0.00% | +8+1.0% | Added |
| City State Bank | 780 | $39.0K | 0.03% | +780 | New |
| Highlander Capital Management, LLC | 800 | $40.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 810 | $40.0K | 0.01% | +1+0.1% | Added |
| Win Advisors, Inc | 807 | $40.0K | 0.01% | +89+12.4% | Added |
| Hazlett, Burt & Watson, Inc. | 842 | $42.0K | 0.04% | +2+0.2% | Added |
| South State Corp. | 864 | $43.0K | 0.00% | −72,322−98.8% | Reduced |
| Dividend Assets Capital, LLC | 859 | $43.0K | 0.01% | −2,054−70.5% | Reduced |
| Optimum Investment Advisors | 900 | $45.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 910 | $45.0K | 0.00% | +155+20.5% | Added |
| FinTrust Capital Advisors, LLC | 903 | $46.0K | 0.01% | −32−3.4% | Reduced |
| Arcadia Investment Management Corp | 984 | $49.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 1,024 | $51.0K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,029 | $51.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,026 | $51.0K | 0.01% | +84+8.9% | Added |
| Piscataqua Savings Bank | 1,054 | $52.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 968 | $52.0K | 0.03% | +20+2.1% | Added |
| Motco | 1,069 | $53.0K | 0.00% | +500+87.9% | Added |
| Paradigm Asset Management Co LLC | 1,168 | $58.1K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,184 | $59.0K | 0.01% | −1−0.1% | Reduced |
| Barrett & Company, Inc. | 1,041 | $59.3K | 0.04% | +1,041 | New |
| Princeton Global Asset Management LLC | 1,208 | $60.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,210 | $60.0K | 0.04% | +1,210 | New |
| McIlrath & Eck, LLC | 1,238 | $62.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $63.1K | 0.04% | −10−0.8% | Reduced |
| Timber Creek Capital Management LLC | 1,300 | $64.0K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $65.0K | 0.04% | −31−2.3% | Reduced |
| Old North State Trust, LLC | 1,302 | $65.0K | 0.06% | +1,302 | New |
| High Net Worth Advisory Group LLC | 1,332 | $66.0K | 0.03% | +900+208.3% | Added |
| Tradition Wealth Management, LLC | 1,375 | $68.0K | 0.01% | −1,050−43.3% | Reduced |
| Baystate Wealth Management LLC | 1,396 | $69.0K | 0.01% | +181+14.9% | Added |
| Citizens National Bank Trust Department | 1,397 | $70.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,417 | $70.5K | 0.03% | +6+0.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,455 | $72.0K | 0.04% | 00.0% | Unchanged |
| American Research & Management Co. | 1,485 | $74.0K | 0.02% | +35+2.4% | Added |
| Ancora Advisors, LLC | 1,530 | $76.0K | 0.00% | −247−13.9% | Reduced |
| Eagle Bay Advisors LLC | 1,531 | $76.0K | 0.05% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 1,525 | $76.0K | 0.06% | +11+0.7% | Added |
| Syverson Strege & Co | 1,541 | $77.0K | 0.04% | −402−20.7% | Reduced |
| Webster Bank, N. A. | 1,539 | $77.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,616 | $80.0K | 0.01% | −210−11.5% | Reduced |
| Legacy Bridge, LLC | 1,600 | $80.0K | 0.06% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,618 | $81.0K | 0.07% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,643 | $82.0K | 0.04% | −5−0.3% | Reduced |
| FourThought Financial, LLC | 1,688 | $84.0K | 0.01% | −8−0.5% | Reduced |
| M&R Capital Management Inc | 1,733 | $86.0K | 0.02% | −120−6.5% | Reduced |
| Disciplined Equity Management, Inc. | 1,730 | $86.0K | 0.08% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,763 | $88.0K | 0.01% | +426+31.9% | Added |
| Schubert & Co | 1,810 | $90.0K | 0.09% | +29+1.6% | Added |
| Sugarloaf Wealth Management, LLC | 1,812 | $91.0K | 0.02% | +102+6.0% | Added |
| Turim 21 Investimentos Ltda. | 1,870 | $93.0K | 0.08% | +1,870 | New |
| Riverview Trust Co | 1,889 | $94.0K | 0.09% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,900 | $95.0K | 0.03% | −117−5.8% | Reduced |
| Bray Capital Advisors | 1,950 | $97.0K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,088 | $103.9K | 0.08% | +2,088 | New |
| Castle Wealth Management LLC | 2,121 | $106.0K | 0.06% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,174 | $108.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2,187 | $109.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,219 | $110.0K | 0.02% | +5+0.2% | Added |
| Addison Advisors LLC | 2,219 | $110.0K | 0.07% | +42+1.9% | Added |
| Centaurus Financial, Inc. | 2,366 | $118.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,378 | $118.0K | 0.05% | +2,378 | New |
| EverSource Wealth Advisors, LLC | 2,413 | $120.0K | 0.03% | −504−17.3% | Reduced |
| Endurance Wealth Management, Inc. | 2,436 | $121.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,453 | $122.0K | 0.05% | +2+0.1% | Added |
| First PREMIER Bank | 2,500 | $124.0K | 0.04% | −153−5.8% | Reduced |
| Salem Investment Counselors Inc | 2,542 | $126.0K | 0.01% | +376+17.4% | Added |
| Acadian Asset Management LLC | 2,541 | $126.0K | 0.00% | +2,541 | New |
| Resources Management Corp | 2,590 | $129.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,592 | $129.0K | 0.00% | +281+12.2% | Added |
| BDO Wealth Advisors, LLC | 2,606 | $130.0K | 0.02% | +1,002+62.5% | Added |
| Caldwell Trust Co | 2,618 | $130.3K | 0.02% | +845+47.7% | Added |
| Avion Wealth | 2,930 | $146.0K | 0.05% | −294−9.1% | Reduced |
| Hexagon Capital Partners LLC | 2,934 | $146.0K | 0.04% | +401+15.8% | Added |
| United Community Bank | 3,006 | $149.6K | 0.16% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $161.0K | 0.02% | −617−16.0% | Reduced |
| Glassman Wealth Services | 3,243 | $161.0K | 0.03% | −20−0.6% | Reduced |
| Tompkins Financial Corp | 3,230 | $161.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,253 | $162.0K | 0.00% | +4+0.1% | Added |