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 |
|---|---|---|---|---|---|
| First National Trust Co | 7,048 | $351.0K | 0.02% | +73+1.0% | Added |
| Pathstone Family Office, LLC | 7,056 | $351.6K | 0.01% | +1,863+35.9% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,097 | $353.0K | 0.04% | +2,482+53.8% | Added |
| Stonebridge Capital Management Inc | 7,116 | $354.0K | 0.18% | −603−7.8% | Reduced |
| J.W. Cole Advisors, Inc. | 7,108 | $354.0K | 0.03% | +666+10.3% | Added |
| Anchor Investment Management, LLC | 7,183 | $357.4K | 0.06% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 7,192 | $358.0K | 0.06% | +56+0.8% | Added |
| Eudaimonia Partners, LLC | 7,236 | $360.0K | 0.09% | −1,885−20.7% | Reduced |
| Stonegate Investment Group, LLC | 7,239 | $360.0K | 0.02% | −68−0.9% | Reduced |
| Northeast Financial Consultants Inc | 7,250 | $361.0K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,305 | $363.0K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,296 | $363.0K | 0.04% | +1,400+23.7% | Added |
| Pictet & Cie (Europe) SA | 7,300 | $363.2K | 0.02% | 00.0% | Unchanged |
| Transform Wealth, LLC | 7,318 | $364.0K | 0.05% | −1,234−14.4% | Reduced |
| Crescent Grove Advisors, LLC | 7,308 | $364.0K | 0.04% | +7,308 | New |
| Cozad Asset Management Inc | 7,329 | $365.0K | 0.06% | −622−7.8% | Reduced |
| Berkshire Asset Management LLC | 7,328 | $365.0K | 0.03% | −25−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,550 | $367.0K | 0.11% | −852−11.5% | Reduced |
| Successful Portfolios LLC | 7,406 | $369.0K | 0.27% | +20+0.3% | Added |
| Courier Capital LLC | 7,478 | $372.0K | 0.05% | −900−10.7% | Reduced |
| Lindbrook Capital, LLC | 7,480 | $372.0K | 0.06% | +891+13.5% | Added |
| Drive Wealth Management, LLC | 7,480 | $372.0K | 0.35% | +1,919+34.5% | Added |
| KCM Investment Advisors LLC | 7,493 | $373.0K | 0.02% | +1,200+19.1% | Added |
| Headinvest, LLC | 7,552 | $376.0K | 0.09% | −1,000−11.7% | Reduced |
| Alhambra Investment Partners LLC | 7,551 | $376.0K | 0.29% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 7,609 | $379.0K | 0.10% | −905−10.6% | Reduced |
| Founders Financial Alliance, LLC | 7,646 | $380.0K | 0.19% | +2,007+35.6% | Added |
| Sittner & Nelson, LLC | 7,670 | $382.0K | 0.26% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,687 | $383.0K | 0.28% | −65−0.8% | Reduced |
| Gryphon Financial Partners LLC | 7,691 | $383.0K | 0.10% | +7,691 | New |
| Montag A & Associates Inc | 7,775 | $387.0K | 0.03% | −1,200−13.4% | Reduced |
| Westwood Holdings Group Inc. | 7,770 | $387.0K | 0.00% | −363−4.5% | Reduced |
| Cambridge Trust Co | 7,773 | $387.0K | 0.02% | −84−1.1% | Reduced |
| Wade G W & Inc | 7,777 | $387.0K | 0.02% | +1,219+18.6% | Added |
| Farmers Trust Co | 7,829 | $390.0K | 0.10% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 7,851 | $391.0K | 0.11% | −1,394−15.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 7,888 | $392.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,887 | $392.0K | 0.03% | +325+4.3% | Added |
| St. Johns Investment Management Company, LLC | 8,008 | $398.0K | 0.26% | +978+13.9% | Added |
| Raab & Moskowitz Asset Management LLC | 8,033 | $399.0K | 0.17% | −2,385−22.9% | Reduced |
| Vaughan David Investments LLC | 8,010 | $399.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,068 | $400.0K | 0.01% | −12,494−60.8% | Reduced |
| Laidlaw Wealth Management LLC | 8,037 | $400.0K | 0.09% | −4,370−35.2% | Reduced |
| Cutler Group LP | 8,075 | $401.0K | 0.05% | +8,075 | New |
| Stokes Family Office, LLC | 8,105 | $403.0K | 0.06% | +551+7.3% | Added |
| RMB Capital Management, LLC | 8,151 | $406.0K | 0.02% | −1,094−11.8% | Reduced |
| Compagnie Lombard Odier SCmA | 8,179 | $407.0K | 0.01% | +8,179 | New |
| ICA Group Wealth Management, LLC | 8,210 | $409.0K | 0.09% | +506+6.6% | Added |
| Aaron Wealth Advisors | 8,214 | $409.0K | 0.08% | +8,214 | New |
| Gables Capital Management Inc. | 8,240 | $410.0K | 0.33% | −500−5.7% | Reduced |
| Grimes & Company, Inc. | 8,319 | $414.0K | 0.02% | +6+0.1% | Added |
| Philadelphia Trust Co | 8,350 | $415.0K | 0.05% | +375+4.7% | Added |
| Welch & Forbes LLC | 8,358 | $416.0K | 0.01% | −200−2.3% | Reduced |
| Regentatlantic Capital LLC | 8,381 | $417.0K | 0.01% | −67−0.8% | Reduced |
| BLB&B Advisors, LLC | 8,376 | $417.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,378 | $417.0K | 0.02% | +8,378 | New |
| Albert D Mason Inc | 8,465 | $421.0K | 0.34% | +160+1.9% | Added |
| Jacobi Capital Management LLC | 8,488 | $422.0K | 0.06% | +41+0.5% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $429.0K | 0.19% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8,641 | $430.0K | 0.08% | −459−5.0% | Reduced |
| Integrated Advisors Network LLC | 8,664 | $431.0K | 0.03% | −85,882−90.8% | Reduced |
| Stoneridge Investment Partners LLC | 8,659 | $431.0K | 0.25% | −2,941−25.4% | Reduced |
| Ausdal Financial Partners, Inc. | 8,705 | $433.0K | 0.07% | +6+0.1% | Added |
| Arkadios Wealth Advisors | 8,727 | $434.0K | 0.07% | +1,533+21.3% | Added |
| Verdence Capital Advisors LLC | 8,760 | $436.0K | 0.06% | +393+4.7% | Added |
| YorkBridge Wealth Partners, LLC | 8,759 | $436.0K | 0.11% | +431+5.2% | Added |
| Harrell Investment Partners, LLC | 8,777 | $437.0K | 0.18% | +82+0.9% | Added |
| Select Asset Management & Trust | 8,824 | $439.0K | 0.52% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,844 | $440.0K | 0.01% | −670−7.0% | Reduced |
| Karpas Strategies, LLC | 8,852 | $440.0K | 0.17% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $440.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 8,870 | $441.0K | 0.11% | +1,519+20.7% | Added |
| Plancorp, LLC | 8,887 | $442.0K | 0.03% | +10.0% | Added |
| Toronto Dominion Bank | 8,926 | $442.0K | 0.00% | +5,686+175.5% | Added |
| Laurel Wealth Advisors, Inc. | 8,915 | $444.0K | 0.05% | −600−6.3% | Reduced |
| 180 Wealth Advisors, LLC | 8,922 | $444.0K | 0.12% | +2,737+44.3% | Added |
| Inscription Capital, LLC | 8,983 | $447.0K | 0.13% | −51,403−85.1% | Reduced |
| Change Path, LLC | 8,988 | $448.0K | 0.03% | +22+0.2% | Added |
| Argyle Capital Management Inc. | 9,072 | $451.0K | 0.18% | +100+1.1% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $453.0K | 0.14% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 9,124 | $454.0K | 0.04% | +2,108+30.0% | Added |
| First Wilshire Securities Management Inc | 9,174 | $456.0K | 0.18% | −3,000−24.6% | Reduced |
| ETF Store, Inc. | 9,156 | $456.0K | 0.40% | +367+4.2% | Added |
| MSH Capital Advisors LLC | 9,169 | $456.2K | 0.22% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 9,181 | $457.0K | 0.01% | −1,799−16.4% | Reduced |
| Diversified Trust Co | 9,219 | $459.0K | 0.02% | −2,272−19.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,768 | $459.0K | 0.01% | +5,237+148.3% | Added |
| Boston Family Office LLC | 9,350 | $466.0K | 0.04% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 9,438 | $470.0K | 0.09% | +9,438 | New |
| Bank Hapoalim BM | 9,468 | $471.0K | 0.06% | −1,470−13.4% | Reduced |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $473.0K | 0.47% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 9,553 | $475.0K | 0.11% | +9,553 | New |
| Fruth Investment Management | 9,573 | $476.0K | 0.16% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,567 | $476.0K | 0.16% | −413−4.1% | Reduced |
| Proequities, Inc. | 9,588 | $477.0K | 0.05% | +454+5.0% | Added |
| Independent Financial Group, LLC | 9,657 | $480.5K | 0.04% | −103−1.1% | Reduced |
| Schulhoff & Co Inc | 9,667 | $481.0K | 0.25% | +100+1.0% | Added |
| Estabrook Capital Management | 9,735 | $484.4K | 0.09% | 00.0% | Unchanged |
| Summit Global Investments | 9,754 | $485.0K | 0.04% | +9,754 | New |
| Eagle Harbor Asset Management Inc | 9,762 | $485.8K | 0.84% | −575−5.6% | Reduced |