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 |
|---|---|---|---|---|---|
| Lake Street Advisors Group, LLC | 13,959 | $695.0K | 0.05% | +2,267+19.4% | Added |
| Hayek Kallen Investment Management | 14,016 | $697.0K | 0.33% | −31−0.2% | Reduced |
| GFG Capital, LLC | 14,099 | $702.0K | 0.23% | +74+0.5% | Added |
| Puzo Michael J | 14,250 | $709.0K | 0.27% | −200−1.4% | Reduced |
| Kingsview Wealth Management, LLC | 14,323 | $713.0K | 0.03% | +393+2.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14,347 | $714.0K | 0.00% | +34+0.2% | Added |
| Chesley Taft & Associates LLC | 14,440 | $719.0K | 0.05% | 00.0% | Unchanged |
| American Financial Group Inc | 14,500 | $722.0K | 0.25% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 14,628 | $728.0K | 0.27% | +2,515+20.8% | Added |
| GW Henssler & Associates Ltd | 14,722 | $733.0K | 0.05% | −63,465−81.2% | Reduced |
| Moneta Group Investment Advisors LLC | 14,932 | $743.0K | 0.03% | −2,777−15.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,957 | $744.0K | 0.08% | −2,211−12.9% | Reduced |
| Mission Wealth Management, LP | 14,961 | $744.0K | 0.04% | −23−0.2% | Reduced |
| TD Private Client Wealth LLC | 14,956 | $744.2K | 0.04% | +6,013+67.2% | Added |
| RBF Capital, LLC | 15,000 | $746.0K | 0.06% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 15,085 | $751.0K | 0.01% | −323−2.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,315 | $762.0K | 0.04% | −755−4.7% | Reduced |
| Clarus Group, Inc. | 15,334 | $763.0K | 0.70% | +8+0.1% | Added |
| Sigma Planning Corp | 15,464 | $770.0K | 0.03% | −317−2.0% | Reduced |
| Bluestein R H & Co | 15,512 | $772.0K | 0.05% | −5,000−24.4% | Reduced |
| Snowden Capital Advisors LLC | 15,545 | $773.0K | 0.03% | −2,872−15.6% | Reduced |
| Shoker Investment Counsel, Inc. | 15,595 | $775.0K | 0.41% | −68−0.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 15,964 | $794.0K | 0.11% | +28+0.2% | Added |
| CSS LLC | 16,030 | $798.0K | 0.05% | −38,000−70.3% | Reduced |
| Tandem Capital Management Corp | 15,140 | $802.0K | 0.68% | +6,135+68.1% | Added |
| Confluence Investment Management LLC | 16,173 | $805.0K | 0.01% | −299−1.8% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $806.0K | 0.18% | +3,100+23.7% | Added |
| Clarius Group, LLC | 16,205 | $806.0K | 0.08% | +4,790+42.0% | Added |
| Beck Mack & Oliver LLC | 16,337 | $813.0K | 0.03% | −1,450−8.2% | Reduced |
| Dearborn Partners LLC | 16,389 | $815.0K | 0.04% | −422−2.5% | Reduced |
| Greenleaf Trust | 16,474 | $820.0K | 0.01% | −290−1.7% | Reduced |
| Farmers & Merchants Investments Inc | 16,555 | $824.0K | 0.04% | +16,555 | New |
| Wesbanco Bank Inc | 16,598 | $826.0K | 0.06% | −5,885−26.2% | Reduced |
| Beacon Pointe Advisors, LLC | 16,613 | $826.0K | 0.02% | −3,030−15.4% | Reduced |
| Rathbone Brothers plc | 16,700 | $831.0K | 0.01% | −7,595−31.3% | Reduced |
| Tiaa, FSB | 16,710 | $831.0K | 0.00% | +2,457+17.2% | Added |
| Whittier Trust Co | 16,734 | $833.0K | 0.02% | −1,701−9.2% | Reduced |
| Rodgers Brothers Inc. | 16,750 | $833.0K | 0.18% | −100−0.6% | Reduced |
| Radnor Capital Management, LLC | 16,828 | $837.0K | 0.24% | −450−2.6% | Reduced |
| Bank of Hawaii | 16,991 | $845.0K | 0.06% | +591+3.6% | Added |
| Ingalls & Snyder LLC | 17,137 | $853.0K | 0.05% | −50−0.3% | Reduced |
| Epoch Investment Partners, Inc. | 17,177 | $855.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 17,225 | $857.0K | 0.01% | −343,530−95.2% | Reduced |
| Cambiar Investors LLC | 17,282 | $860.0K | 0.04% | +675+4.1% | Added |
| D. E. Shaw & Co., Inc. | 17,300 | $861.0K | 0.00% | +17,300 | New |
| MAI Capital Management | 17,448 | $868.0K | 0.02% | +6,673+61.9% | Added |
| Auxier Asset Management | 17,496 | $871.0K | 0.17% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,564 | $874.0K | 0.04% | +362+2.1% | Added |
| Swiss Life Asset Management Ltd | 17,614 | $876.5K | 0.02% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 17,456 | $881.0K | 0.02% | +2,549+17.1% | Added |
| Glenview Trust Co | 17,777 | $885.0K | 0.03% | −1,081−5.7% | Reduced |
| Bessemer Group Inc | 17,813 | $887.0K | 0.00% | −1,034−5.5% | Reduced |
| Stratos Wealth Partners, LTD. | 17,872 | $889.0K | 0.02% | −2,942−14.1% | Reduced |
| Assetmark, Inc | 17,918 | $892.0K | 0.00% | +12,014+203.5% | Added |
| P.A.W. Capital Corp | 18,000 | $896.0K | 1.34% | +1,000+5.9% | Added |
| Next Level Private LLC | 16,603 | $897.0K | 0.79% | +12,648+319.8% | Added |
| Sequoia Financial Advisors, LLC | 18,112 | $901.0K | 0.03% | −1,912−9.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,231 | $907.0K | 0.04% | +330+1.8% | Added |
| Osborne Partners Capital Management, LLC | 18,248 | $908.0K | 0.08% | −28,000−60.5% | Reduced |
| F3Logic, LLC | 18,237 | $909.0K | 0.19% | +474+2.7% | Added |
| Wealth Alliance | 18,389 | $915.0K | 0.18% | −2,575−12.3% | Reduced |
| Marietta Investment Partners LLC | 16,049 | $916.0K | 0.27% | −294−1.8% | Reduced |
| Eagle Rock Investment Company, LLC | 18,475 | $919.0K | 0.24% | 00.0% | Unchanged |
| Busey Wealth Management | 18,576 | $924.0K | 0.05% | −4,395−19.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,772 | $934.0K | 0.12% | +8,441+81.7% | Added |
| Atlas Private Wealth Management | 18,830 | $937.0K | 0.68% | +404+2.2% | Added |
| West Family Investments, Inc. | 19,162 | $954.0K | 0.41% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19,178 | $954.0K | 0.03% | +18,639+3,458.1% | Added |
| Red Spruce Capital, LLC | 19,195 | $955.0K | 0.67% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,230 | $956.0K | 0.36% | +5,811+43.3% | Added |
| Level Four Advisory Services, LLC | 19,228 | $957.0K | 0.09% | −837−4.2% | Reduced |
| Israel Discount Bank of New York | 19,469 | $969.0K | 0.80% | +60+0.3% | Added |
| Intrua Financial, LLC | 19,506 | $971.0K | 0.26% | −3,770−16.2% | Reduced |
| Ieq Capital, LLC | 19,829 | $987.0K | 0.03% | +5,077+34.4% | Added |
| American Portfolios Advisors | 19,849 | $987.7K | 0.04% | −299−1.5% | Reduced |
| Meridian Wealth Management, LLC | 19,905 | $990.0K | 0.11% | +10,219+105.5% | Added |
| Verdad Advisers, LP | 20,000 | $995.0K | 1.45% | −10,000−33.3% | Reduced |
| Quest Investment Management LLC | 20,000 | $995.0K | 0.12% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 20,013 | $996.0K | 0.11% | −963−4.6% | Reduced |
| Shufro Rose & Co LLC | 20,050 | $998.0K | 0.10% | −300−1.5% | Reduced |
| Lakeview Capital Partners, LLC | 20,096 | $999.0K | 0.39% | +20,096 | New |
| Bogart Wealth, LLC | 20,148 | $1.00M | 0.08% | +236+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 20,253 | $1.01M | 0.04% | +331+1.7% | Added |
| Synovus Financial Corp | 20,286 | $1.01M | 0.01% | +1,569+8.4% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.01M | 0.24% | +800+4.1% | Added |
| Koshinski Asset Management, Inc. | 20,503 | $1.02M | 0.12% | +116+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 20,506 | $1.02M | 0.14% | +2,279+12.5% | Added |
| BTC Capital Management, Inc. | 20,643 | $1.03M | 0.13% | +1,851+9.8% | Added |
| Excalibur Management Corp | 20,668 | $1.03M | 0.58% | +848+4.3% | Added |
| Herold Advisors, Inc. | 20,978 | $1.04M | 0.51% | +20,978 | New |
| Boston Private Wealth LLC | 21,155 | $1.05M | 0.02% | +5,654+36.5% | Added |
| Johnson Investment Counsel Inc | 21,365 | $1.06M | 0.02% | −1,987−8.5% | Reduced |
| Independent Advisor Alliance | 21,403 | $1.06M | 0.06% | +1,421+7.1% | Added |
| SOL Capital Management CO | 21,673 | $1.08M | 0.22% | −230−1.1% | Reduced |
| Chilton Capital Management LLC | 21,705 | $1.08M | 0.07% | +71+0.3% | Added |
| Solstein Capital, LLC | 21,756 | $1.08M | 0.95% | −680−3.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 21,829 | $1.09M | 0.35% | −644−2.9% | Reduced |
| Traynor Capital Management, Inc. | 21,925 | $1.09M | 0.19% | +793+3.8% | Added |
| Clal Insurance Enterprises Holdings Ltd | 22,000 | $1.09M | 0.02% | +3,000+15.8% | Added |
| Old National Bancorp | 22,070 | $1.10M | 0.04% | +6,270+39.7% | Added |