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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 44,132 | $2.20M | 0.04% | −3,166−6.7% | Reduced |
| Advisors Management Group Inc | 44,592 | $2.22M | 0.88% | −204−0.5% | Reduced |
| Moors & Cabot, Inc. | 44,589 | $2.22M | 0.17% | +4,438+11.1% | Added |
| Marble Harbor Investment Counsel, LLC | 44,895 | $2.23M | 0.34% | −3,025−6.3% | Reduced |
| UBS Oconnor LLC | 45,303 | $2.25M | 0.03% | −3,012−6.2% | Reduced |
| United Fire Group Inc | 46,000 | $2.29M | 1.53% | 00.0% | Unchanged |
| Commerce Bank | 46,370 | $2.31M | 0.02% | +4,323+10.3% | Added |
| Investment Management of Virginia LLC | 46,513 | $2.31M | 0.50% | −80−0.2% | Reduced |
| Cary Street Partners Asset Management LLC | 46,539 | $2.32M | 0.56% | +2,355+5.3% | Added |
| Raymond James Trust N.A. | 46,975 | $2.34M | 0.09% | +2,067+4.6% | Added |
| Huntington National Bank | 46,991 | $2.34M | 0.03% | +6,994+17.5% | Added |
| JustInvest LLC | 47,250 | $2.35M | 0.11% | +4,197+9.7% | Added |
| Portland Global Advisors LLC | 47,285 | $2.35M | 0.47% | −2,067−4.2% | Reduced |
| Blair William & Co | 47,294 | $2.35M | 0.01% | +3,640+8.3% | Added |
| Game Creek Capital, LP | 47,375 | $2.36M | 1.58% | −3,875−7.6% | Reduced |
| Wetherby Asset Management Inc | 47,558 | $2.37M | 0.17% | +2,504+5.6% | Added |
| Regions Financial Corp | 47,845 | $2.38M | 0.02% | −3,985−7.7% | Reduced |
| IFP Advisors, Inc | 45,758 | $2.42M | 0.07% | +6,716+17.2% | Added |
| Bokf, NA | 48,761 | $2.43M | 0.05% | +3,866+8.6% | Added |
| Atria Wealth Solutions, Inc. | 49,064 | $2.44M | 0.04% | +44,999+1,107.0% | Added |
| Kanawha Capital Management LLC | 49,090 | $2.44M | 0.27% | −2,471−4.8% | Reduced |
| Amica Mutual Insurance Co | 49,872 | $2.48M | 0.35% | 00.0% | Unchanged |
| Islet Management, LP | 50,000 | $2.49M | 1.50% | −86,100−63.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 50,000 | $2.49M | 0.05% | +50,000 | New |
| Steward Partners Investment Advisory, LLC | 50,443 | $2.51M | 0.05% | +21,250+72.8% | Added |
| Barclays PLC | 50,787 | $2.53M | 0.00% | +5,162+11.3% | Added |
| SeaCrest Wealth Management, LLC | 51,502 | $2.56M | 0.39% | −6,608−11.4% | Reduced |
| Corient Capital Partners, LLC | 49,368 | $2.58M | 0.20% | 00.0% | Unchanged |
| Brown Advisory Inc | 52,063 | $2.59M | 0.01% | +10,894+26.5% | Added |
| GM Advisory Group, Inc. | 52,590 | $2.62M | 0.33% | −12,800−19.6% | Reduced |
| Veriti Management LLC | 52,840 | $2.63M | 0.38% | +8,174+18.3% | Added |
| Jarislowsky, Fraser Ltd | 53,810 | $2.68M | 0.02% | −2,812−5.0% | Reduced |
| Cornerstone Wealth Group, LLC | 53,899 | $2.68M | 0.59% | +1,964+3.8% | Added |
| Bard Financial Services, Inc. | 54,125 | $2.69M | 0.25% | +14,675+37.2% | Added |
| Continental Advisors LLC | 55,020 | $2.74M | 2.55% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 49,665 | $2.76M | 1.27% | −1,355−2.7% | Reduced |
| Viking Fund Management LLC | 56,000 | $2.79M | 0.66% | +10,000+21.7% | Added |
| Concentric Wealth Management, LLC | 56,078 | $2.79M | 1.03% | +478+0.9% | Added |
| New England Asset Management Inc | 56,285 | $2.80M | 0.05% | −4,100−6.8% | Reduced |
| Cutler Capital Management, LLC | 56,775 | $2.83M | 1.31% | +16,792+42.0% | Added |
| Cetera Advisor Networks LLC | 56,918 | $2.83M | 0.04% | −4,453−7.3% | Reduced |
| Cardinal Capital Management | 56,982 | $2.83M | 0.67% | −548−1.0% | Reduced |
| Chicago Trust Co NA | 57,222 | $2.85M | 0.74% | −275−0.5% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $2.87M | 0.23% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 58,525 | $2.91M | 0.02% | +11,943+25.6% | Added |
| Bulltick Wealth Management, LLC | 59,458 | $2.96M | 0.89% | +59,458 | New |
| Bridge Creek Capital Management LLC | 59,680 | $2.97M | 1.28% | −305−0.5% | Reduced |
| Reik & Co., LLC | 60,002 | $2.99M | 0.96% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 61,012 | $3.04M | 0.07% | +4,328+7.6% | Added |
| MML Investors Services, LLC | 61,103 | $3.04M | 0.02% | −4,506−6.9% | Reduced |
| Yousif Capital Management, LLC | 61,481 | $3.06M | 0.04% | +1,640+2.7% | Added |
| Beddow Capital Management Inc | 62,890 | $3.13M | 1.89% | +1,200+1.9% | Added |
| Wolverine Trading, LLC | 62,863 | $3.15M | 0.12% | +10,227+19.4% | Added |
| Brinker Capital Investments, LLC | 63,541 | $3.16M | 0.07% | −1,117−1.7% | Reduced |
| Brookmont Capital Management | 63,959 | $3.18M | 2.21% | +3,163+5.2% | Added |
| Royce & Associates LP | 64,000 | $3.19M | 0.04% | +24,000+60.0% | Added |
| Weatherly Asset Management L. P. | 64,249 | $3.20M | 0.46% | −1,987−3.0% | Reduced |
| Putnam Investments LLC | 64,300 | $3.20M | 0.01% | 00.0% | Unchanged |
| Advocate Group LLC | 64,533 | $3.21M | 0.79% | +7,170+12.5% | Added |
| Americana Partners, LLC | 65,682 | $3.27M | 0.58% | +38,100+138.1% | Added |
| Dodge & Cox | 66,321 | $3.30M | 0.00% | −968−1.4% | Reduced |
| Atria Investments LLC | 66,987 | $3.33M | 0.07% | +135+0.2% | Added |
| Baird Financial Group, Inc. | 67,143 | $3.34M | 0.01% | −4,741−6.6% | Reduced |
| Kestra Advisory Services, LLC | 67,352 | $3.35M | 0.04% | +1,662+2.5% | Added |
| Griffin Asset Management, Inc. | 68,245 | $3.40M | 0.56% | −581−0.8% | Reduced |
| State Street Corp | 69,705 | $3.47M | 0.00% | −14,910−17.6% | Reduced |
| ACG Wealth | 71,193 | $3.54M | 0.81% | +711+1.0% | Added |
| Fiduciary Trust Co | 73,594 | $3.66M | 0.08% | −1,600−2.1% | Reduced |
| Hedges Asset Management LLC | 73,650 | $3.67M | 3.66% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 76,174 | $3.79M | 0.12% | +1,700+2.3% | Added |
| O'Shaughnessy Asset Management, LLC | 76,471 | $3.81M | 0.07% | +7,281+10.5% | Added |
| Madison Asset Management, LLC | 77,928 | $3.88M | 0.07% | +6,433+9.0% | Added |
| Peapack Gladstone Financial Corp | 78,328 | $3.90M | 0.08% | +8,539+12.2% | Added |
| Cerity Partners LLC | 78,688 | $3.92M | 0.05% | +78,688 | New |
| U.S. Capital Wealth Advisors, LLC | 79,265 | $3.94M | 0.20% | −4,542−5.4% | Reduced |
| Brown Brothers Harriman & Co | 79,951 | $3.98M | 0.04% | +1,946+2.5% | Added |
| Voya Investment Management LLC | 80,238 | $3.99M | 0.00% | +12,380+18.2% | Added |
| Cetera Advisors LLC | 80,612 | $4.01M | 0.11% | −51−0.1% | Reduced |
| Hiddenite Capital Partners LP | 81,000 | $4.03M | 5.88% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 81,262 | $4.04M | 0.02% | −2,301−2.8% | Reduced |
| Azimuth Capital Investment Management LLC | 84,370 | $4.20M | 0.23% | −355−0.4% | Reduced |
| Prospera Financial Services Inc | 84,831 | $4.22M | 0.22% | +7,204+9.3% | Added |
| SAL Trading, LLC | 84,900 | $4.22M | 3.20% | −11,900−12.3% | Reduced |
| Kempner Capital Management Inc. | 86,650 | $4.31M | 2.85% | 00.0% | Unchanged |
| Deutsche Bank AG | 88,443 | $4.40M | 0.00% | −10,598−10.7% | Reduced |
| Clearbridge Investments, LLC | 89,221 | $4.44M | 0.00% | −1,420−1.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 91,007 | $4.53M | 0.69% | +2,045+2.3% | Added |
| Keybank National Association | 91,050 | $4.53M | 0.02% | −8,408−8.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,132 | $4.54M | 0.01% | +843+0.9% | Added |
| Nelson Capital Management, LLC | 94,393 | $4.70M | 1.38% | −2,124−2.2% | Reduced |
| Exencial Wealth Advisors, LLC | 94,590 | $4.71M | 0.29% | −45,796−32.6% | Reduced |
| Eaton Vance Management | 95,929 | $4.77M | 0.01% | +6,690+7.5% | Added |
| Two Sigma Investments, LP | 97,326 | $4.84M | 0.02% | −894,703−90.2% | Reduced |
| First Trust Advisors LP | 98,019 | $4.88M | 0.01% | −5,950−5.7% | Reduced |
| Jackson Square Capital, LLC | 98,293 | $4.89M | 2.39% | −20,680−17.4% | Reduced |
| Hohimer Wealth Management, LLC | 100,231 | $4.99M | 1.60% | −287−0.3% | Reduced |
| Captrust Financial Advisors | 100,708 | $5.01M | 0.03% | +17,057+20.4% | Added |
| Sandy Spring Bank | 100,680 | $5.01M | 0.32% | +61,373+156.1% | Added |
| Glenmede Trust Co NA | 101,531 | $5.05M | 0.03% | +2,685+2.7% | Added |
| Fund Management at Engine No. 1 LLC | 101,581 | $5.05M | 1.49% | −2,715−2.6% | Reduced |