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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 22,094 | $1.10M | 0.10% | −223−1.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 22,292 | $1.11M | 0.02% | +20,345+1,044.9% | Added |
| Absher Wealth Management, LLC | 22,447 | $1.12M | 0.23% | −8,116−26.6% | Reduced |
| HighTower Trust Services, LTA | 22,456 | $1.12M | 0.12% | +254+1.1% | Added |
| Pitcairn Co | 22,584 | $1.12M | 0.13% | +88+0.4% | Added |
| Howland Capital Management LLC | 22,645 | $1.13M | 0.07% | +4,800+26.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,686 | $1.13M | 0.01% | −250−1.1% | Reduced |
| Sowell Financial Services LLC | 22,954 | $1.14M | 0.12% | +2,863+14.3% | Added |
| National Asset Management, Inc. | 23,063 | $1.15M | 0.03% | +9,525+70.4% | Added |
| HB Wealth Management, LLC | 23,203 | $1.16M | 0.02% | +2,769+13.6% | Added |
| Everett Harris & Co | 23,283 | $1.16M | 0.02% | −200−0.9% | Reduced |
| Great Valley Advisor Group, Inc. | 23,342 | $1.16M | 0.07% | −1,040−4.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 23,566 | $1.17M | 0.44% | +129+0.6% | Added |
| Clear Street Markets LLC | 24,000 | $1.19M | 0.23% | +9,100+61.1% | Added |
| Manufacturers Life Insurance Company, The | 24,076 | $1.20M | 0.00% | −5,190−17.7% | Reduced |
| Leavell Investment Management, Inc. | 24,099 | $1.20M | 0.10% | −510−2.1% | Reduced |
| King Luther Capital Management Corp | 24,365 | $1.21M | 0.01% | −3,695−13.2% | Reduced |
| Guggenheim Capital LLC | 24,607 | $1.22M | 0.01% | −3,423−12.2% | Reduced |
| FDx Advisors, Inc. | 24,617 | $1.23M | 0.05% | +1,151+4.9% | Added |
| Prudential Financial Inc | 24,503 | $1.23M | 0.00% | +6,713+37.7% | Added |
| Financial Counselors Inc | 24,686 | $1.23M | 0.03% | −784−3.1% | Reduced |
| Grace & White Inc | 24,816 | $1.24M | 0.27% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 25,067 | $1.25M | 0.32% | −1,227−4.7% | Reduced |
| Brooks, Moore & Associates, Inc. | 25,433 | $1.27M | 1.02% | +6,589+35.0% | Added |
| Cohen Capital Management, Inc. | 25,700 | $1.28M | 0.28% | −1,300−4.8% | Reduced |
| Harbour Investment Management LLC | 25,703 | $1.28M | 0.80% | +25+0.1% | Added |
| Kelly Lawrence W & Associates Inc | 25,757 | $1.28M | 0.36% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 26,212 | $1.30M | 0.59% | +17,955+217.5% | Added |
| Cowa, LLC | 26,216 | $1.30M | 0.86% | +1,575+6.4% | Added |
| Park National Corp | 26,334 | $1.31M | 0.07% | −891−3.3% | Reduced |
| CWM, LLC | 26,338 | $1.31M | 0.01% | +219+0.8% | Added |
| Highland Capital Management, LLC | 26,454 | $1.32M | 0.10% | −2,878−9.8% | Reduced |
| Wedbush Securities Inc | 26,490 | $1.32M | 0.07% | −1,504−5.4% | Reduced |
| Credit Capital Investments LLC | 26,500 | $1.32M | 1.77% | +2,000+8.2% | Added |
| Bahl & Gaynor Inc | 26,850 | $1.34M | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 26,912 | $1.34M | 0.83% | 00.0% | Unchanged |
| Roosevelt Investment Group LLC | 27,077 | $1.35M | 0.10% | −748−2.7% | Reduced |
| Park Avenue Securities LLC | 27,169 | $1.35M | 0.03% | +209+0.8% | Added |
| Barry Investment Advisors, LLC | 27,206 | $1.35M | 0.46% | −935−3.3% | Reduced |
| Boenning & Scattergood, Inc. | 27,285 | $1.36M | 0.28% | −562−2.0% | Reduced |
| Roberts Wealth Advisors, LLC | 26,343 | $1.36M | 0.67% | +335+1.3% | Added |
| Avidian Wealth Solutions, LLC | 27,647 | $1.38M | 0.10% | +475+1.7% | Added |
| Kistler-Tiffany Companies, LLC | 27,727 | $1.38M | 0.31% | +17,280+165.4% | Added |
| Kayne Anderson Capital Advisors LP | 27,800 | $1.38M | 0.04% | −159,400−85.1% | Reduced |
| Quadrant Capital Group LLC | 27,896 | $1.39M | 0.18% | +5,586+25.0% | Added |
| Lowe Brockenbrough & Co Inc | 27,938 | $1.39M | 0.13% | +705+2.6% | Added |
| Stock Yards Bank & Trust Co | 28,158 | $1.40M | 0.06% | −1,444−4.9% | Reduced |
| Stableford Capital II LLC | 26,861 | $1.42M | 0.69% | −818−3.0% | Reduced |
| Regatta Capital Group, LLC | 27,634 | $1.45M | 0.59% | +271+1.0% | Added |
| Advisor Partners II, LLC | 29,104 | $1.45M | 0.11% | +29,104 | New |
| Karp Capital Management Corp | 29,124 | $1.45M | 0.30% | +29,124 | New |
| Valeo Financial Advisors, LLC | 40,549 | $1.50M | 0.10% | +10,029+32.9% | Added |
| Mitchell Capital Management Co | 30,201 | $1.50M | 0.43% | +150.0% | Added |
| MUFG Americas Holdings Corp | 30,525 | $1.52M | 0.04% | −1,236−3.9% | Reduced |
| Umb Bank N A | 30,602 | $1.52M | 0.03% | −19,455−38.9% | Reduced |
| Forum Financial Management, LP | 31,208 | $1.55M | 0.07% | +50.0% | Added |
| Burney Co | 31,531 | $1.57M | 0.09% | +2,051+7.0% | Added |
| Fort Sheridan Advisors LLC | 31,690 | $1.58M | 0.53% | +1,960+6.6% | Added |
| NewEdge Wealth, LLC | 31,840 | $1.58M | 0.07% | +4,625+17.0% | Added |
| Carrhae Capital LLP | 31,966 | $1.59M | 1.16% | +31,966 | New |
| Earnest Partners LLC | 32,095 | $1.60M | 0.01% | −601−1.8% | Reduced |
| Veritable, L.P. | 32,466 | $1.62M | 0.03% | −1,598−4.7% | Reduced |
| Gofen & Glossberg LLC | 32,660 | $1.63M | 0.05% | +3,870+13.4% | Added |
| Ritholtz Wealth Management | 33,088 | $1.65M | 0.09% | +2,657+8.7% | Added |
| Cary Street Partner Investment Advisory LLC | 33,465 | $1.67M | 0.14% | +86+0.3% | Added |
| Stephens Inc | 33,504 | $1.67M | 0.04% | −275−0.8% | Reduced |
| Advisory Services Network, LLC | 33,694 | $1.68M | 0.06% | +860+2.6% | Added |
| Octavia Wealth Advisors, LLC | 33,882 | $1.69M | 0.46% | −27−0.1% | Reduced |
| YHB Investment Advisors, Inc. | 34,267 | $1.71M | 0.19% | +26,760+356.5% | Added |
| Advisors Asset Management, Inc. | 34,335 | $1.71M | 0.03% | +284+0.8% | Added |
| GWM Advisors LLC | 35,197 | $1.75M | 0.03% | −3,195−8.3% | Reduced |
| Waters Parkerson & Co., LLC | 35,449 | $1.76M | 0.12% | −1,700−4.6% | Reduced |
| Signaturefd, LLC | 35,695 | $1.78M | 0.06% | +5,069+16.6% | Added |
| Naviter Wealth, LLC | 35,891 | $1.79M | 0.73% | +3,852+12.0% | Added |
| Credential Qtrade Securities Inc. | 35,984 | $1.79M | 0.14% | +980+2.8% | Added |
| Leonteq Securities AG | 36,356 | $1.81M | 0.09% | −1,000−2.7% | Reduced |
| Stolper Co | 36,582 | $1.82M | 0.90% | +2,469+7.2% | Added |
| First National Bank of Omaha | 36,708 | $1.83M | 0.12% | −26,545−42.0% | Reduced |
| Drexel Morgan & Co. | 37,544 | $1.87M | 0.45% | 00.0% | Unchanged |
| AE Wealth Management LLC | 37,555 | $1.87M | 0.01% | −15,030−28.6% | Reduced |
| Haverford Trust Co | 38,101 | $1.90M | 0.03% | 00.0% | Unchanged |
| Foster & Motley Inc | 38,225 | $1.90M | 0.18% | +11,967+45.6% | Added |
| Cannell Peter B & Co Inc | 38,341 | $1.91M | 0.07% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 38,690 | $1.93M | 0.22% | −2,173−5.3% | Reduced |
| Simmons Bank | 39,045 | $1.94M | 0.18% | −1,820−4.5% | Reduced |
| Colony Group LLC | 39,887 | $1.99M | 0.04% | +4,397+12.4% | Added |
| Horan Capital Advisors, LLC. | 40,159 | $2.00M | 0.97% | +1,650+4.3% | Added |
| Covington Capital Management | 40,275 | $2.00M | 0.09% | +2,245+5.9% | Added |
| Schechter Investment Advisors, LLC | 40,389 | $2.01M | 0.20% | +12,070+42.6% | Added |
| Sierra Capital LLC | 40,525 | $2.02M | 0.38% | +3,179+8.5% | Added |
| Coerente Capital Management | 40,613 | $2.02M | 0.49% | −1,000−2.4% | Reduced |
| Richard P Slaughter Associates Inc | 40,678 | $2.02M | 0.86% | −13,087−24.3% | Reduced |
| Private Advisor Group, LLC | 40,928 | $2.04M | 0.02% | −82,656−66.9% | Reduced |
| Gilman Hill Asset Management, LLC | 41,121 | $2.05M | 0.48% | +2,555+6.6% | Added |
| First Hawaiian Bank | 41,447 | $2.06M | 0.08% | −4,338−9.5% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.07M | 0.34% | 00.0% | Unchanged |
| Community Bank of Raymore | 41,650 | $2.07M | 0.71% | −12,000−22.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 41,677 | $2.07M | 0.12% | +22,129+113.2% | Added |
| Coulter & Justus Financial Services, LLC | 41,958 | $2.09M | 1.62% | −1,911−4.4% | Reduced |
| Columbia Asset Management | 42,174 | $2.10M | 0.56% | +80+0.2% | Added |