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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 3,243 | $161.0K | 0.03% | −20−0.6% | Reduced |
| Tompkins Financial Corp | 3,230 | $161.0K | 0.03% | 00.0% | Unchanged |
| United Community Bank | 3,006 | $149.6K | 0.16% | 00.0% | Unchanged |
| Avion Wealth | 2,930 | $146.0K | 0.05% | −294−9.1% | Reduced |
| Hexagon Capital Partners LLC | 2,934 | $146.0K | 0.04% | +401+15.8% | Added |
| Caldwell Trust Co | 2,618 | $130.3K | 0.02% | +845+47.7% | Added |
| BDO Wealth Advisors, LLC | 2,606 | $130.0K | 0.02% | +1,002+62.5% | Added |
| Resources Management Corp | 2,590 | $129.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 2,592 | $129.0K | 0.00% | +281+12.2% | Added |
| Salem Investment Counselors Inc | 2,542 | $126.0K | 0.01% | +376+17.4% | Added |
| Acadian Asset Management LLC | 2,541 | $126.0K | 0.00% | +2,541 | New |
| First PREMIER Bank | 2,500 | $124.0K | 0.04% | −153−5.8% | Reduced |
| Wellington Shields & Co., LLC | 2,453 | $122.0K | 0.05% | +2+0.1% | Added |
| Endurance Wealth Management, Inc. | 2,436 | $121.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,413 | $120.0K | 0.03% | −504−17.3% | Reduced |
| Centaurus Financial, Inc. | 2,366 | $118.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 2,378 | $118.0K | 0.05% | +2,378 | New |
| Private Ocean, LLC | 2,219 | $110.0K | 0.02% | +5+0.2% | Added |
| Addison Advisors LLC | 2,219 | $110.0K | 0.07% | +42+1.9% | Added |
| Capital Analysts, LLC | 2,187 | $109.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 2,174 | $108.0K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2,121 | $106.0K | 0.06% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,088 | $103.9K | 0.08% | +2,088 | New |
| Bray Capital Advisors | 1,950 | $97.0K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,900 | $95.0K | 0.03% | −117−5.8% | Reduced |
| Riverview Trust Co | 1,889 | $94.0K | 0.09% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 1,870 | $93.0K | 0.08% | +1,870 | New |
| Sugarloaf Wealth Management, LLC | 1,812 | $91.0K | 0.02% | +102+6.0% | Added |
| Schubert & Co | 1,810 | $90.0K | 0.09% | +29+1.6% | Added |
| SRS Capital Advisors, Inc. | 1,763 | $88.0K | 0.01% | +426+31.9% | Added |
| M&R Capital Management Inc | 1,733 | $86.0K | 0.02% | −120−6.5% | Reduced |
| Disciplined Equity Management, Inc. | 1,730 | $86.0K | 0.08% | 00.0% | Unchanged |
| FourThought Financial, LLC | 1,688 | $84.0K | 0.01% | −8−0.5% | Reduced |
| AlphaMark Advisors, LLC | 1,643 | $82.0K | 0.04% | −5−0.3% | Reduced |
| C M Bidwell & Associates Ltd | 1,618 | $81.0K | 0.07% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,616 | $80.0K | 0.01% | −210−11.5% | Reduced |
| Legacy Bridge, LLC | 1,600 | $80.0K | 0.06% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,541 | $77.0K | 0.04% | −402−20.7% | Reduced |
| Webster Bank, N. A. | 1,539 | $77.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,530 | $76.0K | 0.00% | −247−13.9% | Reduced |
| Eagle Bay Advisors LLC | 1,531 | $76.0K | 0.05% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 1,525 | $76.0K | 0.06% | +11+0.7% | Added |
| American Research & Management Co. | 1,485 | $74.0K | 0.02% | +35+2.4% | Added |
| Carmichael Hill & Associates, Inc. | 1,455 | $72.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 1,417 | $70.5K | 0.03% | +6+0.4% | Added |
| Citizens National Bank Trust Department | 1,397 | $70.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,396 | $69.0K | 0.01% | +181+14.9% | Added |
| Tradition Wealth Management, LLC | 1,375 | $68.0K | 0.01% | −1,050−43.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,332 | $66.0K | 0.03% | +900+208.3% | Added |
| West Branch Capital LLC | 1,300 | $65.0K | 0.04% | −31−2.3% | Reduced |
| Old North State Trust, LLC | 1,302 | $65.0K | 0.06% | +1,302 | New |
| Timber Creek Capital Management LLC | 1,300 | $64.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1,205 | $63.1K | 0.04% | −10−0.8% | Reduced |
| McIlrath & Eck, LLC | 1,238 | $62.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,208 | $60.0K | 0.02% | 00.0% | Unchanged |
| West Bancorporation Inc | 1,210 | $60.0K | 0.04% | +1,210 | New |
| Barrett & Company, Inc. | 1,041 | $59.3K | 0.04% | +1,041 | New |
| Transamerica Financial Advisors, Inc. | 1,184 | $59.0K | 0.01% | −1−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 1,168 | $58.1K | 0.02% | 00.0% | Unchanged |
| Motco | 1,069 | $53.0K | 0.00% | +500+87.9% | Added |
| Piscataqua Savings Bank | 1,054 | $52.0K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 968 | $52.0K | 0.03% | +20+2.1% | Added |
| Baldwin Brothers Inc | 1,024 | $51.0K | 0.01% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 1,029 | $51.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1,026 | $51.0K | 0.01% | +84+8.9% | Added |
| Arcadia Investment Management Corp | 984 | $49.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 903 | $46.0K | 0.01% | −32−3.4% | Reduced |
| Optimum Investment Advisors | 900 | $45.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 910 | $45.0K | 0.00% | +155+20.5% | Added |
| South State Corp. | 864 | $43.0K | 0.00% | −72,322−98.8% | Reduced |
| Dividend Assets Capital, LLC | 859 | $43.0K | 0.01% | −2,054−70.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 842 | $42.0K | 0.04% | +2+0.2% | Added |
| Highlander Capital Management, LLC | 800 | $40.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 810 | $40.0K | 0.01% | +1+0.1% | Added |
| Win Advisors, Inc | 807 | $40.0K | 0.01% | +89+12.4% | Added |
| Bollard Group LLC | 781 | $39.0K | 0.00% | +8+1.0% | Added |
| City State Bank | 780 | $39.0K | 0.03% | +780 | New |
| Wolff Wiese Magana LLC | 773 | $38.0K | 0.03% | −291−27.3% | Reduced |
| Selective Wealth Management, Inc. | 771 | $38.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $37.0K | 0.02% | −11,450−93.9% | Reduced |
| HHM Wealth Advisors, LLC | 752 | $37.0K | 0.01% | +61+8.8% | Added |
| Sutton Wealth Advisors Inc. | 738 | $36.7K | 0.01% | −102−12.1% | Reduced |
| Godsey & Gibb Associates | 726 | $36.0K | 0.03% | +726 | New |
| Penserra Capital Management LLC | 720 | $35.0K | 0.00% | +720 | New |
| First Personal Financial Services | 660 | $33.0K | 0.01% | −210−24.1% | Reduced |
| CVA Family Office, LLC | 655 | $33.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 649 | $32.0K | 0.01% | +5+0.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 623 | $31.0K | 0.01% | +323+107.7% | Added |
| Institutional & Family Asset Management, LLC | 630 | $31.0K | 0.01% | +30+5.0% | Added |
| Standard Family Office LLC | 630 | $31.0K | 0.01% | +630 | New |
| Brown, Lisle/Cummings, Inc. | 608 | $30.3K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 600 | $30.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 550 | $27.0K | 0.00% | −50−8.3% | Reduced |
| BerganKDV Wealth Management, LLC | 544 | $27.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $27.0K | 0.00% | +550 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 514 | $26.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 517 | $26.0K | 0.00% | +238+85.3% | Added |
| First Command Bank | 503 | $25.0K | 0.00% | −78−13.4% | Reduced |
| First Command Financial Services, Inc. | 503 | $25.0K | 0.00% | −78−13.4% | Reduced |
| Pflug Koory, LLC | 510 | $25.0K | 0.02% | 00.0% | Unchanged |