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 |
|---|---|---|---|---|---|
| Lincoln National Corp | 5,143 | $256.0K | 0.01% | +484+10.4% | Added |
| Confluence Wealth Services, Inc. | 5,168 | $257.0K | 0.11% | −927−15.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,204 | $259.0K | 0.11% | −23,850−82.1% | Reduced |
| Tevis Investment Management | 5,203 | $259.0K | 0.25% | +724+16.2% | Added |
| Paragon Capital Management LLC | 5,231 | $260.0K | 0.17% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,283 | $263.0K | 0.04% | +123+2.4% | Added |
| Greenfield Savings Bank | 5,313 | $264.0K | 0.19% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,301 | $264.0K | 0.09% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,304 | $264.0K | 0.21% | +89+1.7% | Added |
| Naples Global Advisors, LLC | 5,344 | $266.0K | 0.04% | −200−3.6% | Reduced |
| XR Securities LLC | 5,337 | $266.0K | 0.25% | +5,337 | New |
| Allworth Financial LP | 5,359 | $267.0K | 0.00% | −469−8.0% | Reduced |
| Wulff, Hansen & Co. | 5,369 | $267.0K | 0.33% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,359 | $267.0K | 0.15% | +219+4.3% | Added |
| Southeast Asset Advisors Inc. | 5,413 | $269.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,746 | $272.0K | 0.04% | +270+4.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,484 | $272.9K | 0.01% | +101+1.9% | Added |
| Bartlett & Co. LLC | 5,484 | $273.0K | 0.01% | +101+1.9% | Added |
| Northcape Wealth Management, LLC | 5,515 | $274.0K | 0.10% | +5,515 | New |
| Brookstone Capital Management | 5,466 | $275.0K | 0.01% | +880+19.2% | Added |
| Red Cedar Capital, LLC | 5,543 | $276.0K | 0.19% | −272−4.7% | Reduced |
| Harbour Investments, Inc. | 5,269 | $276.0K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,563 | $277.0K | 0.04% | −334−5.7% | Reduced |
| Principal Street Partners, LLC | 5,574 | $277.0K | 0.07% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 5,582 | $278.0K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 5,600 | $279.0K | 0.27% | −500−8.2% | Reduced |
| Cadinha & Co LLC | 5,645 | $281.0K | 0.09% | −272,512−98.0% | Reduced |
| Single Point Partners, LLC | 5,641 | $281.0K | 0.08% | +5,641 | New |
| Northeast Investment Management | 5,674 | $282.0K | 0.02% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,701 | $283.0K | 0.13% | +53+0.9% | Added |
| Chatham Capital Group, Inc. | 5,700 | $284.0K | 0.07% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,718 | $285.0K | 0.03% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,750 | $286.0K | 0.05% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,810 | $289.0K | 0.16% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,800 | $289.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,799 | $289.0K | 0.01% | +934+19.2% | Added |
| Aries Wealth Management | 5,287 | $294.0K | 0.13% | +60+1.1% | Added |
| Independence Bank of Kentucky | 5,905 | $294.0K | 0.14% | +5,905 | New |
| Texas Capital Bancshares Inc | 5,938 | $295.0K | 0.24% | −10−0.2% | Reduced |
| Blueprint Investment Partners LLC | 5,934 | $295.0K | 0.08% | +906+18.0% | Added |
| Shulman DeMeo Asset Management LLC | 5,949 | $296.0K | 0.11% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,994 | $298.0K | 0.37% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,706 | $298.0K | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $298.0K | 0.21% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $299.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,000 | $299.0K | 0.01% | +6,000 | New |
| Investors Asset Management of Georgia Inc | 6,035 | $300.0K | 0.15% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,023 | $300.0K | 0.07% | +879+17.1% | Added |
| Hamel Associates, Inc. | 6,050 | $302.0K | 0.12% | 00.0% | Unchanged |
| Arvest Trust Co N A | 6,101 | $304.0K | 0.02% | +6,101 | New |
| Hudson Valley Investment Advisors Inc | 6,130 | $305.0K | 0.05% | −200−3.2% | Reduced |
| Prio Wealth Limited Partnership | 6,135 | $305.3K | 0.01% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 6,145 | $306.0K | 0.13% | +10.0% | Added |
| Wambolt & Associates, LLC | 6,155 | $306.0K | 0.13% | +1,925+45.5% | Added |
| Harbour Capital Advisors, LLC | 6,005 | $307.0K | 0.11% | −100−1.6% | Reduced |
| Bridges Investment Management Inc | 6,236 | $310.0K | 0.01% | −400−6.0% | Reduced |
| Moody National Bank Trust Division | 6,234 | $311.0K | 0.03% | +300+5.1% | Added |
| E&G Advisors, LP | 6,300 | $313.0K | 0.12% | −250−3.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $313.0K | 0.16% | 00.0% | Unchanged |
| Welch Group, LLC | 6,321 | $315.0K | 0.02% | +210+3.4% | Added |
| Baxter Bros Inc | 6,345 | $316.0K | 0.06% | −50−0.8% | Reduced |
| Qtron Investments LLC | 6,368 | $317.0K | 0.08% | −7,165−52.9% | Reduced |
| Parkside Financial Bank & Trust | 6,384 | $318.0K | 0.10% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,433 | $320.0K | 0.02% | −13,650−68.0% | Reduced |
| AIMZ Investment Advisors, LLC | 6,450 | $321.0K | 0.16% | −100−1.5% | Reduced |
| NTV Asset Management LLC | 6,450 | $321.0K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $321.0K | 0.24% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,476 | $322.0K | 0.13% | +1,909+41.8% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,500 | $323.0K | 0.00% | −203,800−96.9% | Reduced |
| Simon Quick Advisors, LLC | 6,495 | $323.0K | 0.05% | −814−11.1% | Reduced |
| Wealthsource Partners, LLC | 6,484 | $323.0K | 0.02% | −374−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $323.0K | 0.02% | 00.0% | Unchanged |
| Nwam LLC | 6,526 | $325.0K | 0.03% | −2,727−29.5% | Reduced |
| Alpha Omega Wealth Management LLC | 6,550 | $326.0K | 0.06% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,564 | $327.0K | 0.36% | +112+1.7% | Added |
| Gagnon Securities LLC | 6,597 | $328.0K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,578 | $328.0K | 0.01% | +54+0.8% | Added |
| Financial Advisory Service, Inc. | 6,644 | $331.0K | 0.04% | +410+6.6% | Added |
| Ledyard National Bank | 6,678 | $332.0K | 0.04% | −503−7.0% | Reduced |
| Rehmann Capital Advisory Group | 6,697 | $333.2K | 0.04% | −232−3.3% | Reduced |
| Rothschild Investment Corp | 6,714 | $334.0K | 0.03% | −1,411−17.4% | Reduced |
| Beacon Capital Management, LLC | 6,384 | $334.0K | 0.11% | −278−4.2% | Reduced |
| Ignite Planners, LLC | 6,395 | $334.0K | 0.27% | +6,395 | New |
| Apexium Financial, LP | 6,736 | $335.0K | 0.04% | +6,736 | New |
| Element Wealth, LLC | 6,778 | $337.0K | 0.31% | +88+1.3% | Added |
| Smith, Moore & Co. | 6,763 | $337.0K | 0.05% | +331+5.1% | Added |
| Capital Investment Advisory Services, LLC | 6,786 | $338.0K | 0.04% | +7+0.1% | Added |
| One Wealth Advisors, LLC | 6,828 | $340.0K | 0.11% | +33+0.5% | Added |
| We Are One Seven, LLC | 5,095 | $340.0K | 0.03% | +330+6.9% | Added |
| Robertson Stephens Wealth Management, LLC | 6,862 | $341.0K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 6,849 | $341.0K | 0.13% | +6,849 | New |
| Credit Agricole S A | 6,900 | $343.0K | 0.01% | 00.0% | Unchanged |
| Avant Capital LLC | 6,894 | $343.0K | 0.46% | 00.0% | Unchanged |
| Well Done, LLC | 6,924 | $345.0K | 0.08% | −10.0% | Reduced |
| Insight 2811, Inc. | 6,955 | $346.0K | 0.23% | 00.0% | Unchanged |
| Cubic Asset Management, LLC | 6,997 | $348.0K | 0.10% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 7,017 | $349.0K | 0.04% | −100−1.4% | Reduced |
| Baldwin Investment Management, LLC | 7,032 | $350.0K | 0.14% | −326−4.4% | Reduced |
| Rossmore Private Capital | 7,028 | $350.0K | 0.06% | 00.0% | Unchanged |
| Summit Financial Group Inc | 7,060 | $351.0K | 0.15% | −30−0.4% | Reduced |