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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 3,250 | $162.0K | 0.08% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3,320 | $165.0K | 0.02% | +320+10.7% | Added |
| Horan Securities, Inc. | 3,311 | $165.0K | 0.10% | +247+8.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,355 | $167.0K | 0.00% | −528−13.6% | Reduced |
| Trustcore Financial Services, LLC | 3,350 | $167.0K | 0.02% | −221−6.2% | Reduced |
| Stonebridge Capital Advisors LLC | 3,380 | $168.0K | 0.02% | +46+1.4% | Added |
| JFS Wealth Advisors, LLC | 3,443 | $171.0K | 0.02% | +313+10.0% | Added |
| Tucker Asset Management LLC | 3,237 | $180.1K | 0.06% | +875+37.0% | Added |
| Belpointe Asset Management LLC | 3,872 | $193.0K | 0.01% | −36−0.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,925 | $195.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,938 | $196.0K | 0.03% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 4,019 | $200.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $200.0K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,019 | $200.0K | 0.03% | 00.0% | Unchanged |
| Marco Investment Management LLC | 4,030 | $201.0K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,030 | $201.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,032 | $201.0K | 0.02% | +4,032 | New |
| Zions Bancorporation, N.A. | 4,051 | $202.0K | 0.02% | −43−1.1% | Reduced |
| Personal Cfo Solutions, LLC | 4,080 | $203.0K | 0.05% | −530−11.5% | Reduced |
| Van Cleef Asset Management,Inc | 4,082 | $203.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,081 | $204.0K | 0.01% | +4,081 | New |
| Summit X, LLC | 4,145 | $204.0K | 0.06% | +4,145 | New |
| Ashfield Capital Partners, LLC | 4,180 | $208.0K | 0.02% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,192 | $209.0K | 0.01% | −202−4.6% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $209.0K | 0.01% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,213 | $210.0K | 0.01% | −600−12.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,050 | $210.0K | 0.00% | +4,050 | New |
| TCTC Holdings, LLC | 4,232 | $211.0K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,243 | $211.0K | 0.09% | +19+0.4% | Added |
| Brighton Jones LLC | 4,250 | $211.0K | 0.01% | +4,250 | New |
| Mutual Advisors, LLC | 4,243 | $211.0K | 0.01% | +4,243 | New |
| Avestar Capital, LLC | 4,266 | $212.0K | 0.06% | −4,340−50.4% | Reduced |
| Titleist Asset Management, Ltd. | 4,261 | $212.0K | 0.05% | −437−9.3% | Reduced |
| Green Square Capital Advisors LLC | 4,260 | $212.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $212.0K | 0.23% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,255 | $212.0K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 4,212 | $212.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,197 | $212.0K | 0.01% | +100+2.4% | Added |
| Gladstone Institutional Advisory LLC | 4,277 | $213.0K | 0.02% | +337+8.6% | Added |
| McDonald Partners LLC | 4,293 | $214.0K | 0.08% | −18,313−81.0% | Reduced |
| Wealth Quarterback LLC | 4,306 | $214.0K | 0.23% | −32−0.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,315 | $215.0K | 0.02% | +4,315 | New |
| PDS Planning, Inc | 4,348 | $216.0K | 0.04% | +97+2.3% | Added |
| Global Retirement Partners, LLC | 3,888 | $216.0K | 0.02% | −35−0.9% | Reduced |
| Eads & Heald Wealth Management | 4,339 | $216.0K | 0.12% | +4,339 | New |
| Clarity Financial LLC | 4,340 | $216.0K | 0.05% | +4,340 | New |
| Indie Asset Partners, LLC | 4,365 | $217.0K | 0.22% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,379 | $218.0K | 0.05% | −200−4.4% | Reduced |
| Symphony Financial, Ltd. Co. | 4,351 | $218.0K | 0.07% | +5+0.1% | Added |
| Planned Solutions, Inc. | 4,381 | $218.0K | 0.19% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 4,348 | $219.0K | 0.14% | +15+0.3% | Added |
| Merit Financial Group, LLC | 4,419 | $220.0K | 0.01% | −325−6.9% | Reduced |
| Financial Management Professionals, Inc. | 4,420 | $220.0K | 0.05% | +1,170+36.0% | Added |
| Wedmont Private Capital | 4,449 | $221.0K | 0.04% | +20.0% | Added |
| Abacus Planning Group, Inc. | 4,432 | $221.0K | 0.07% | +4+0.1% | Added |
| Linscomb & Williams, Inc. | 4,487 | $223.0K | 0.01% | −333−6.9% | Reduced |
| Schroder Investment Management Group | 4,465 | $223.0K | 0.00% | +19+0.4% | Added |
| Northstar Advisory Group, LLC | 4,497 | $224.0K | 0.20% | 00.0% | Unchanged |
| Washington Trust Co | 4,507 | $224.0K | 0.01% | +100+2.3% | Added |
| First Foundation Advisors | 4,502 | $224.0K | 0.01% | +4,502 | New |
| Carret Asset Management, LLC | 4,536 | $226.0K | 0.03% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 4,563 | $227.0K | 0.21% | +20.0% | Added |
| Good Life Advisors, LLC | 4,564 | $227.0K | 0.03% | +161+3.7% | Added |
| Cooper Financial Group | 4,577 | $228.0K | 0.08% | −1,184−20.6% | Reduced |
| Intelligence Driven Advisers, LLC | 4,425 | $229.0K | 0.05% | +4,425 | New |
| Retirement Guys Formula LLC | 4,190 | $230.0K | 0.24% | +4,190 | New |
| Buckingham Strategic Wealth, LLC | 4,636 | $231.0K | 0.00% | −721−13.5% | Reduced |
| Hudock, Inc. | 4,642 | $231.0K | 0.08% | +41+0.9% | Added |
| Granite Investment Partners, LLC | 4,655 | $232.0K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,693 | $233.0K | 0.16% | +100+2.2% | Added |
| Chicago Capital, LLC | 4,701 | $234.0K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,727 | $235.0K | 0.06% | +336+7.7% | Added |
| Intrust Bank NA | 4,704 | $235.0K | 0.04% | +4,704 | New |
| IHT Wealth Management, LLC | 4,732 | $235.0K | 0.02% | +4,732 | New |
| Graves-Light Private Wealth Management, Inc. | 4,764 | $237.0K | 0.04% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,778 | $238.0K | 0.06% | −279−5.5% | Reduced |
| J. W. Coons Advisors, LLC | 4,774 | $238.0K | 0.09% | −10.0% | Reduced |
| Modera Wealth Management, LLC | 4,792 | $238.0K | 0.01% | +241+5.3% | Added |
| Blue Barn Wealth, LLC | 4,793 | $238.0K | 0.17% | +852+21.6% | Added |
| Brave Asset Management Inc | 4,800 | $239.0K | 0.12% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 4,821 | $239.9K | 0.16% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4,832 | $240.4K | 0.07% | +443+10.1% | Added |
| Atlas Brown,Inc. | 4,842 | $241.0K | 0.12% | +53+1.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $242.0K | 0.07% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,744 | $243.0K | 0.22% | +4+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 4,878 | $243.0K | 0.02% | +2,837+139.0% | Added |
| Fox Run Management, L.L.C. | 4,880 | $243.0K | 0.09% | +4,880 | New |
| City Holding Co | 4,909 | $244.0K | 0.05% | −583−10.6% | Reduced |
| Keel Point, LLC | 4,901 | $244.0K | 0.04% | +432+9.7% | Added |
| Mattern Wealth Management LLC | 4,900 | $244.0K | 0.10% | +500+11.4% | Added |
| Spire Wealth Management | 4,925 | $245.0K | 0.01% | −2,361−32.4% | Reduced |
| Texas Yale Capital Corp. | 4,938 | $246.0K | 0.02% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,958 | $247.0K | 0.02% | −1,050−17.5% | Reduced |
| Quilter Plc | 4,446 | $247.0K | 0.01% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 5,049 | $251.0K | 0.07% | 00.0% | Unchanged |
| Apeiron RIA LLC | 5,076 | $253.0K | 0.12% | −50−1.0% | Reduced |
| Thrivent Financial for Lutherans | 5,067 | $254.0K | 0.00% | +1,130+28.7% | Added |
| Woodward Diversified Capital, LLC | 5,121 | $255.0K | 0.21% | −1,136−18.2% | Reduced |
| Oakworth Capital, Inc. | 5,108 | $255.0K | 0.03% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 5,145 | $256.0K | 0.17% | +341+7.1% | Added |