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 |
|---|---|---|---|---|---|
| SIR Capital Management, L.P. | 316,700 | $15.8M | 2.66% | −46,000−12.7% | Reduced |
| Gemsstock Limited | 314,900 | $15.7M | 15.49% | −2,900−0.9% | Reduced |
| Stansberry Asset Management, LLC | 313,385 | $15.6M | 3.37% | +21,968+7.5% | Added |
| Gluskin Sheff & Assoc Inc | 619,176 | $15.6M | 0.93% | −171,740−21.7% | Reduced |
| Mariner, LLC | 299,545 | $14.9M | 0.06% | +80,279+36.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 297,860 | $14.8M | 0.03% | +46,668+18.6% | Added |
| South Dakota Investment Council | 294,902 | $14.7M | 0.35% | 00.0% | Unchanged |
| Logan Capital Management Inc | 293,352 | $14.6M | 0.87% | +9,457+3.3% | Added |
| JBF Capital, Inc. | 285,000 | $14.2M | 3.58% | 00.0% | Unchanged |
| Credit Suisse AG | 281,269 | $14.0M | 0.02% | −204,008−42.0% | Reduced |
| Becker Capital Management Inc | 281,265 | $14.0M | 0.73% | −7,362−2.6% | Reduced |
| Employees Retirement System of Texas | 275,029 | $13.7M | 0.21% | +15,356+5.9% | Added |
| Gabalex Capital Management LLC | 275,000 | $13.7M | 7.55% | +25,000+10.0% | Added |
| Thomasville National Bank | 273,806 | $13.6M | 1.63% | +16,785+6.5% | Added |
| Fort Washington Investment Advisors Inc | 267,748 | $13.3M | 0.11% | −2,057−0.8% | Reduced |
| Neuberger Berman Group LLC | 266,608 | $13.3M | 0.01% | +28,328+11.9% | Added |
| Davenport & Co LLC | 265,204 | $13.2M | 0.12% | −6,272−2.3% | Reduced |
| Greenwood Gearhart Inc | 262,314 | $13.1M | 2.07% | +6,513+2.5% | Added |
| Euro Pacific Asset Management, LLC | 252,783 | $13.0M | 3.41% | −13,611−5.1% | Reduced |
| Itau Unibanco Holding S.A. | 259,615 | $12.9M | 0.52% | +171,779+195.6% | Added |
| First Republic Investment Management, Inc. | 255,171 | $12.7M | 0.03% | −34,318−11.9% | Reduced |
| Truist Financial Corp | 251,227 | $12.5M | 0.02% | +5,922+2.4% | Added |
| Grandfield & Dodd, LLC | 244,206 | $12.2M | 0.99% | +5,110+2.1% | Added |
| Anchor Capital Advisors LLC | 241,903 | $12.0M | 0.33% | −61,170−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 241,797 | $12.0M | 0.03% | −3,850−1.6% | Reduced |
| Evergreen Capital Management LLC | 237,308 | $11.8M | 0.62% | +2,737+1.2% | Added |
| Country Club Bank | 232,857 | $11.7M | 1.11% | +13,553+6.2% | Added |
| Stamos Capital Partners, L.P. | 233,250 | $11.6M | 2.95% | +33,350+16.7% | Added |
| Quinn Opportunity Partners LLC | 232,680 | $11.6M | 1.33% | +8,060+3.6% | Added |
| Liontrust Investment Partners LLP | 230,395 | $11.5M | 0.19% | +62,155+36.9% | Added |
| M&T Bank Corp | 222,102 | $11.1M | 0.05% | +16,997+8.3% | Added |
| Oppenheimer Asset Management Inc. | 216,556 | $10.8M | 0.19% | −7,499−3.3% | Reduced |
| Cohen Klingenstein LLC | 214,760 | $10.7M | 0.57% | 00.0% | Unchanged |
| Citigroup Inc | 210,857 | $10.5M | 0.01% | +488+0.2% | Added |
| Crossmark Global Holdings, Inc. | 208,293 | $10.4M | 0.29% | +59,373+39.9% | Added |
| Van Hulzen Asset Management, LLC | 205,761 | $10.2M | 1.26% | +205,761 | New |
| Tocqueville Asset Management L.P. | 204,504 | $10.2M | 0.21% | +13,279+6.9% | Added |
| SEI Investments Co | 203,474 | $10.1M | 0.02% | −37,143−15.4% | Reduced |
| Susquehanna International Group, LLP | 202,479 | $10.1M | 0.02% | +69,594+52.4% | Added |
| Avantax Advisory Services, Inc. | 192,010 | $9.55M | 0.15% | −6,581−3.3% | Reduced |
| Scotia Capital Inc. | 191,903 | $9.55M | 0.08% | +337+0.2% | Added |
| FineMark National Bank & Trust | 188,106 | $9.36M | 0.47% | +2,092+1.1% | Added |
| Nikko Asset Management Americas, Inc. | 180,095 | $9.28M | 0.12% | −32,284−15.2% | Reduced |
| Mercer Global Advisors Inc | 185,454 | $9.23M | 0.05% | +147+0.1% | Added |
| Lodge Hill Capital, LLC | 185,000 | $9.21M | 3.40% | +90,000+94.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 183,940 | $9.15M | 0.01% | −31,924−14.8% | Reduced |
| Willis Johnson & Associates, Inc. | 179,265 | $8.92M | 1.30% | +4,255+2.4% | Added |
| D.A. Davidson & Co. | 178,720 | $8.90M | 0.12% | +9,672+5.7% | Added |
| American Assets Investment Management, LLC | 171,000 | $8.51M | 1.11% | 00.0% | Unchanged |
| Allied Investment Advisors, LLC | 170,945 | $8.51M | 3.17% | +955+0.6% | Added |
| Thomas White International Ltd | 169,758 | $8.45M | 1.98% | +50,538+42.4% | Added |
| Northwestern Mutual Wealth Management Co | 168,899 | $8.40M | 0.01% | +112,477+199.3% | Added |
| Chartwell Investment Partners, LLC | 166,975 | $8.31M | 0.35% | +1,489+0.9% | Added |
| Janney Montgomery Scott LLC | 155,297 | $7.73M | 0.03% | +10,438+7.2% | Added |
| Cubist Systematic Strategies, LLC | 151,957 | $7.56M | 0.06% | +142,150+1,449.5% | Added |
| Manning & Napier Group, LLC | 151,216 | $7.52M | 0.10% | −1,480−1.0% | Reduced |
| Miller Howard Investments Inc | 150,000 | $7.46M | 0.31% | +90,000+150.0% | Added |
| Northwest & Ethical Investments L.P. | 144,706 | $7.20M | 0.29% | +4,710+3.4% | Added |
| Avalon Investment & Advisory | 143,960 | $7.16M | 0.22% | −3,665−2.5% | Reduced |
| Capital Fund Management S.A. | 142,739 | $7.10M | 0.18% | −309,254−68.4% | Reduced |
| Ibex Wealth Advisors | 139,313 | $6.93M | 1.80% | −112−0.1% | Reduced |
| Janney Capital Management LLC | 138,767 | $6.91M | 0.56% | +480+0.3% | Added |
| Creative Planning | 136,012 | $6.77M | 0.01% | +20,118+17.4% | Added |
| First Eagle Investment Management, LLC | 131,939 | $6.57M | 0.02% | +34,670+35.6% | Added |
| Sit Investment Associates Inc | 128,525 | $6.39M | 0.19% | +66,425+107.0% | Added |
| Fifth Third Bancorp | 128,473 | $6.39M | 0.03% | −2,972−2.3% | Reduced |
| tru Independence LLC | 128,211 | $6.38M | 2.25% | −5,098−3.8% | Reduced |
| Regency Capital Management Inc. | 126,630 | $6.30M | 7.73% | +14,223+12.7% | Added |
| Leuthold Group, LLC | 125,874 | $6.26M | 0.94% | −2,367−1.8% | Reduced |
| Beach Investment Counsel Inc | 125,219 | $6.23M | 0.89% | −121,235−49.2% | Reduced |
| Pinnacle Associates Ltd | 123,373 | $6.14M | 0.14% | −2,325−1.8% | Reduced |
| TownSquare Capital, LLC | 123,112 | $6.13M | 0.18% | +1,666+1.4% | Added |
| Neville Rodie & Shaw Inc | 122,375 | $6.09M | 0.60% | −3,000−2.4% | Reduced |
| Calamos Advisors LLC | 119,000 | $5.92M | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 117,998 | $5.87M | 0.01% | −1,824,104−93.9% | Reduced |
| Toroso Investments, LLC | 117,659 | $5.85M | 0.24% | +6,262+5.6% | Added |
| TD Waterhouse Canada Inc. | 102,314 | $5.85M | 0.07% | −1,010−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 116,064 | $5.78M | 0.13% | −2,522−2.1% | Reduced |
| Eagle Global Advisors LLC | 115,621 | $5.75M | 0.43% | −3,384−2.8% | Reduced |
| Bragg Financial Advisors, Inc | 114,895 | $5.72M | 0.39% | +8,341+7.8% | Added |
| Shelter Mutual Insurance Co | 113,750 | $5.66M | 1.83% | 00.0% | Unchanged |
| Bank of Nova Scotia | 112,450 | $5.59M | 0.02% | +112,450 | New |
| Woodstock Corp | 111,731 | $5.56M | 0.83% | +3,276+3.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,488 | $5.55M | 0.03% | −5,158−4.4% | Reduced |
| Renaissance Group LLC | 110,851 | $5.52M | 0.30% | −8,301−7.0% | Reduced |
| National Bank of Canada | 110,481 | $5.46M | 0.03% | +12,264+12.5% | Added |
| Edge Capital Group, LLC | 109,017 | $5.42M | 0.45% | +108,599+25,980.6% | Added |
| Edgemoor Investment Advisors, Inc. | 108,235 | $5.39M | 0.72% | +67,568+166.1% | Added |
| Heritage Investors Management Corp | 107,380 | $5.34M | 0.27% | +152+0.1% | Added |
| Banco Santander, S.A. | 106,878 | $5.32M | 0.07% | −59,955−35.9% | Reduced |
| Augustine Asset Management Inc | 106,814 | $5.32M | 3.49% | +2,454+2.4% | Added |
| Klingenstein Fields & Co LP | 106,447 | $5.30M | 0.29% | −15,092−12.4% | Reduced |
| Comerica Bank | 99,688 | $5.28M | 0.04% | −320.0% | Reduced |
| Eastover Investment Advisors LLC | 101,437 | $5.27M | 3.28% | +32,887+48.0% | Added |
| Trustmark National Bank Trust Department | 105,441 | $5.25M | 0.50% | −9,459−8.2% | Reduced |
| Thornburg Investment Management Inc | 104,970 | $5.22M | 0.09% | +92,050+712.5% | Added |
| Yaupon Capital Management LP | 103,850 | $5.17M | 1.74% | +103,850 | New |
| Claret Asset Management Corp | 102,840 | $5.12M | 1.21% | +1,349+1.3% | Added |
| Fund Management at Engine No. 1 LLC | 101,581 | $5.05M | 1.49% | −2,715−2.6% | Reduced |
| Glenmede Trust Co NA | 101,531 | $5.05M | 0.03% | +2,685+2.7% | Added |