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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 9,813 | $488.0K | 0.05% | +4,463+83.4% | Added |
| NBT Bank N A | 9,847 | $490.0K | 0.08% | −30.0% | Reduced |
| Fulton Bank, N.A. | 9,839 | $490.0K | 0.03% | +9,839 | New |
| W Advisors, LLC | 9,864 | $491.0K | 0.46% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9,881 | $492.0K | 0.19% | +128+1.3% | Added |
| John G Ullman & Associates Inc | 9,900 | $493.0K | 0.09% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 9,906 | $493.0K | 0.00% | +4,932+99.2% | Added |
| Saturna Capital CORP | 9,949 | $495.0K | 0.01% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 9,966 | $496.0K | 0.07% | +336+3.5% | Added |
| Parsons Capital Management Inc | 9,989 | $497.0K | 0.04% | −647−6.1% | Reduced |
| Evoke Wealth, LLC | 9,994 | $497.0K | 0.02% | 00.0% | Unchanged |
| Shelton Capital Management | 10,000 | $498.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $498.0K | 0.29% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 10,023 | $499.0K | 0.05% | +1,038+11.6% | Added |
| Pictet Bank & Trust Ltd | 10,300 | $512.5K | 0.66% | −320−3.0% | Reduced |
| Argent Trust Co | 10,343 | $515.0K | 0.04% | −2,103−16.9% | Reduced |
| Strategic Advisors LLC | 10,400 | $517.0K | 0.11% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10,450 | $520.0K | 0.05% | 00.0% | Unchanged |
| DMG Group, LLC | 9,949 | $521.0K | 0.63% | +1,647+19.8% | Added |
| Steel Peak Wealth Management LLC | 10,474 | $521.0K | 0.04% | +3,180+43.6% | Added |
| Saxon Interests, Inc. | 9,665 | $522.0K | 0.32% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 10,614 | $528.0K | 0.74% | +50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,656 | $530.0K | 0.10% | −1,229−10.3% | Reduced |
| Cresset Asset Management, LLC | 10,670 | $531.0K | 0.01% | +4,760+80.5% | Added |
| Elevated Capital Advisors, LLC | 10,706 | $533.0K | 0.21% | +10,706 | New |
| Sunbelt Securities, Inc. | 10,737 | $534.0K | 0.11% | +282+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 10,755 | $535.0K | 0.03% | +6,438+149.1% | Added |
| HSBC Holdings PLC | 10,750 | $536.0K | 0.00% | −9,426−46.7% | Reduced |
| Wealthspire Advisors, LLC | 10,783 | $537.0K | 0.01% | +2,538+30.8% | Added |
| Capital Investment Advisors, LLC | 10,809 | $538.0K | 0.02% | −215−2.0% | Reduced |
| Dorchester Wealth Management Co | 10,825 | $539.0K | 0.12% | −975−8.3% | Reduced |
| International Assets Investment Management, LLC | 10,956 | $545.0K | 0.12% | +964+9.6% | Added |
| Pettyjohn, Wood & White, Inc | 11,050 | $550.0K | 0.15% | +11,050 | New |
| Ironsides Asset Advisors, LLC | 11,102 | $552.0K | 0.25% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11,001 | $552.0K | 0.35% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,129 | $554.0K | 0.02% | +526+5.0% | Added |
| Henry James International Management, Inc. | 11,273 | $561.0K | 0.31% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,301 | $562.0K | 0.14% | −62−0.5% | Reduced |
| HAP Trading, LLC | 11,353 | $565.0K | 0.07% | −11,825−51.0% | Reduced |
| Lazard Asset Management LLC | 11,370 | $565.0K | 0.00% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 11,371 | $566.0K | 0.20% | −16,085−58.6% | Reduced |
| LMCG Investments, LLC | 11,448 | $570.0K | 0.04% | −4,575−28.6% | Reduced |
| Romano Brothers and Company | 11,468 | $571.0K | 0.09% | +11,468 | New |
| Henshaw Capital LLC | 11,502 | $572.3K | 0.04% | −3,353−22.6% | Reduced |
| Investors Research Corp | 11,532 | $574.0K | 0.18% | +49+0.4% | Added |
| Smithfield Trust Co | 11,507 | $575.0K | 0.04% | +11,507 | New |
| Mather Group, LLC. | 11,585 | $576.0K | 0.01% | −152−1.3% | Reduced |
| Vontobel Holding Ltd. | 11,620 | $578.0K | 0.01% | −2,780−19.3% | Reduced |
| Segall Bryant & Hamill, LLC | 11,623 | $579.0K | 0.01% | +688+6.3% | Added |
| Sendero Wealth Management, LLC | 11,627 | $579.0K | 0.24% | +11,627 | New |
| Hancock Whitney Corp | 11,795 | $587.0K | 0.03% | +5,166+77.9% | Added |
| Financial Engines Advisors L.L.C. | 11,825 | $588.0K | 0.00% | −20.0% | Reduced |
| Schnieders Capital Management LLC | 11,845 | $589.0K | 0.16% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 11,855 | $590.0K | 0.09% | −715−5.7% | Reduced |
| Balentine LLC | 11,889 | $592.0K | 0.02% | +5,168+76.9% | Added |
| Diligent Investors, LLC | 11,979 | $596.0K | 0.21% | −2,150−15.2% | Reduced |
| Telemetry Investments, L.L.C. | 12,000 | $597.0K | 0.98% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 12,049 | $599.6K | 0.01% | −214−1.7% | Reduced |
| Penbrook Management LLC | 12,100 | $602.0K | 0.52% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,115 | $602.0K | 0.05% | +500+4.3% | Added |
| Trust Co of Vermont | 12,106 | $603.0K | 0.05% | −1,010−7.7% | Reduced |
| TCW Group Inc | 12,146 | $604.0K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 12,147 | $604.0K | 0.09% | +1,173+10.7% | Added |
| Wipfli Financial Advisors LLC, | 12,128 | $604.0K | 0.04% | +12,128 | New |
| Eagle Asset Management Inc | 12,173 | $605.0K | 0.00% | −53−0.4% | Reduced |
| Woodmont Investment Counsel LLC | 12,175 | $606.0K | 0.08% | +350+3.0% | Added |
| Energy Opportunities Capital Management, LLC | 12,200 | $607.0K | 1.96% | −1,065−8.0% | Reduced |
| Waverton Investment Management Ltd | 12,248 | $609.0K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 12,305 | $612.0K | 0.09% | +1,550+14.4% | Added |
| EP Wealth Advisors, LLC | 12,355 | $615.0K | 0.01% | −1,176−8.7% | Reduced |
| CPWM, LLC | 12,371 | $616.0K | 0.06% | −655−5.0% | Reduced |
| First Manhattan Co | 12,452 | $619.0K | 0.00% | −4,626−27.1% | Reduced |
| Aull & Monroe Investment Management Corp | 12,450 | $620.0K | 0.34% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 12,567 | $625.0K | 0.25% | −102−0.8% | Reduced |
| Greystone Financial Group, LLC | 12,562 | $625.0K | 0.21% | +12,562 | New |
| Birmingham Capital Management Co Inc | 12,608 | $627.0K | 0.28% | +8+0.1% | Added |
| NVWM, LLC | 12,623 | $628.0K | 0.25% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12,692 | $630.0K | 0.03% | −1,211−8.7% | Reduced |
| Strategic Global Advisors, LLC | 12,664 | $630.0K | 0.10% | +853+7.2% | Added |
| Western Wealth Management, LLC | 12,655 | $632.0K | 0.04% | −648−4.9% | Reduced |
| Wealthcare Advisory Partners LLC | 12,884 | $642.0K | 0.04% | +8,942+226.8% | Added |
| Retirement Planning Co of New England, Inc. | 12,933 | $643.0K | 0.46% | +259+2.0% | Added |
| Adell Harriman & Carpenter Inc | 12,931 | $643.5K | 0.08% | +12,931 | New |
| Profund Advisors LLC | 13,037 | $649.0K | 0.05% | −1,464−10.1% | Reduced |
| Navellier & Associates Inc | 13,111 | $652.0K | 0.14% | −208−1.6% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,125 | $653.0K | 0.14% | −222−1.7% | Reduced |
| Hudson Portfolio Management LLC | 13,155 | $654.0K | 0.77% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 13,201 | $657.0K | 0.10% | +182+1.4% | Added |
| Archetype Wealth Partners | 13,300 | $662.0K | 0.20% | −171−1.3% | Reduced |
| Gamco Investors, Inc. Et Al | 13,346 | $664.0K | 0.01% | −1,146−7.9% | Reduced |
| Crewe Advisors LLC | 13,422 | $668.0K | 0.12% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 13,453 | $669.0K | 0.16% | +740+5.8% | Added |
| SG Americas Securities, LLC | 13,509 | $672.0K | 0.01% | +11,570+596.7% | Added |
| Clearstead Advisors, LLC | 13,532 | $673.0K | 0.06% | +41+0.3% | Added |
| Kestra Private Wealth Services, LLC | 13,547 | $674.0K | 0.04% | +794+6.2% | Added |
| Central Trust Co | 13,592 | $676.0K | 0.02% | +170+1.3% | Added |
| Checchi Capital Advisers, LLC | 13,796 | $686.0K | 0.07% | −42−0.3% | Reduced |
| Banco de Sabadell, S.A | 13,848 | $689.0K | 0.57% | −1,745−11.2% | Reduced |
| Pin Oak Investment Advisors Inc | 13,875 | $690.0K | 0.87% | −1,335−8.8% | Reduced |
| Mairs & Power Inc | 13,920 | $693.0K | 0.01% | +13,920 | New |