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 |
|---|---|---|---|---|---|
| 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 |
| Hohimer Wealth Management, LLC | 100,231 | $4.99M | 1.60% | −287−0.3% | Reduced |
| Jackson Square Capital, LLC | 98,293 | $4.89M | 2.39% | −20,680−17.4% | Reduced |
| First Trust Advisors LP | 98,019 | $4.88M | 0.01% | −5,950−5.7% | Reduced |
| Two Sigma Investments, LP | 97,326 | $4.84M | 0.02% | −894,703−90.2% | Reduced |
| Eaton Vance Management | 95,929 | $4.77M | 0.01% | +6,690+7.5% | Added |
| Exencial Wealth Advisors, LLC | 94,590 | $4.71M | 0.29% | −45,796−32.6% | Reduced |
| Nelson Capital Management, LLC | 94,393 | $4.70M | 1.38% | −2,124−2.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 91,132 | $4.54M | 0.01% | +843+0.9% | Added |
| Keybank National Association | 91,050 | $4.53M | 0.02% | −8,408−8.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 91,007 | $4.53M | 0.69% | +2,045+2.3% | Added |
| Clearbridge Investments, LLC | 89,221 | $4.44M | 0.00% | −1,420−1.6% | Reduced |
| Deutsche Bank AG | 88,443 | $4.40M | 0.00% | −10,598−10.7% | Reduced |
| Kempner Capital Management Inc. | 86,650 | $4.31M | 2.85% | 00.0% | Unchanged |
| SAL Trading, LLC | 84,900 | $4.22M | 3.20% | −11,900−12.3% | Reduced |
| Prospera Financial Services Inc | 84,831 | $4.22M | 0.22% | +7,204+9.3% | Added |
| Azimuth Capital Investment Management LLC | 84,370 | $4.20M | 0.23% | −355−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 81,262 | $4.04M | 0.02% | −2,301−2.8% | Reduced |
| Hiddenite Capital Partners LP | 81,000 | $4.03M | 5.88% | 00.0% | Unchanged |
| Cetera Advisors LLC | 80,612 | $4.01M | 0.11% | −51−0.1% | Reduced |
| Voya Investment Management LLC | 80,238 | $3.99M | 0.00% | +12,380+18.2% | Added |
| Brown Brothers Harriman & Co | 79,951 | $3.98M | 0.04% | +1,946+2.5% | Added |
| U.S. Capital Wealth Advisors, LLC | 79,265 | $3.94M | 0.20% | −4,542−5.4% | Reduced |
| Cerity Partners LLC | 78,688 | $3.92M | 0.05% | +78,688 | New |
| Peapack Gladstone Financial Corp | 78,328 | $3.90M | 0.08% | +8,539+12.2% | Added |
| Madison Asset Management, LLC | 77,928 | $3.88M | 0.07% | +6,433+9.0% | Added |
| O'Shaughnessy Asset Management, LLC | 76,471 | $3.81M | 0.07% | +7,281+10.5% | Added |
| Integrated Wealth Concepts LLC | 76,174 | $3.79M | 0.12% | +1,700+2.3% | Added |
| Hedges Asset Management LLC | 73,650 | $3.67M | 3.66% | 00.0% | Unchanged |
| Fiduciary Trust Co | 73,594 | $3.66M | 0.08% | −1,600−2.1% | Reduced |
| ACG Wealth | 71,193 | $3.54M | 0.81% | +711+1.0% | Added |
| State Street Corp | 69,705 | $3.47M | 0.00% | −14,910−17.6% | Reduced |
| Griffin Asset Management, Inc. | 68,245 | $3.40M | 0.56% | −581−0.8% | Reduced |
| Kestra Advisory Services, LLC | 67,352 | $3.35M | 0.04% | +1,662+2.5% | Added |
| Baird Financial Group, Inc. | 67,143 | $3.34M | 0.01% | −4,741−6.6% | Reduced |
| Atria Investments LLC | 66,987 | $3.33M | 0.07% | +135+0.2% | Added |
| Dodge & Cox | 66,321 | $3.30M | 0.00% | −968−1.4% | Reduced |
| Americana Partners, LLC | 65,682 | $3.27M | 0.58% | +38,100+138.1% | Added |
| Advocate Group LLC | 64,533 | $3.21M | 0.79% | +7,170+12.5% | Added |
| Putnam Investments LLC | 64,300 | $3.20M | 0.01% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 64,249 | $3.20M | 0.46% | −1,987−3.0% | Reduced |
| Royce & Associates LP | 64,000 | $3.19M | 0.04% | +24,000+60.0% | Added |
| Brookmont Capital Management | 63,959 | $3.18M | 2.21% | +3,163+5.2% | Added |
| Brinker Capital Investments, LLC | 63,541 | $3.16M | 0.07% | −1,117−1.7% | Reduced |
| Wolverine Trading, LLC | 62,863 | $3.15M | 0.12% | +10,227+19.4% | Added |
| Beddow Capital Management Inc | 62,890 | $3.13M | 1.89% | +1,200+1.9% | Added |
| Yousif Capital Management, LLC | 61,481 | $3.06M | 0.04% | +1,640+2.7% | Added |
| MML Investors Services, LLC | 61,103 | $3.04M | 0.02% | −4,506−6.9% | Reduced |
| Oppenheimer & Co Inc | 61,012 | $3.04M | 0.07% | +4,328+7.6% | Added |
| Reik & Co., LLC | 60,002 | $2.99M | 0.96% | 00.0% | Unchanged |
| Bridge Creek Capital Management LLC | 59,680 | $2.97M | 1.28% | −305−0.5% | Reduced |
| Bulltick Wealth Management, LLC | 59,458 | $2.96M | 0.89% | +59,458 | New |
| Pacer Advisors, Inc. | 58,525 | $2.91M | 0.02% | +11,943+25.6% | Added |
| Yarbrough Capital, LLC | 57,590 | $2.87M | 0.23% | 00.0% | Unchanged |
| Chicago Trust Co NA | 57,222 | $2.85M | 0.74% | −275−0.5% | Reduced |
| Cardinal Capital Management | 56,982 | $2.83M | 0.67% | −548−1.0% | Reduced |
| Cetera Advisor Networks LLC | 56,918 | $2.83M | 0.04% | −4,453−7.3% | Reduced |
| Cutler Capital Management, LLC | 56,775 | $2.83M | 1.31% | +16,792+42.0% | Added |
| New England Asset Management Inc | 56,285 | $2.80M | 0.05% | −4,100−6.8% | Reduced |
| Concentric Wealth Management, LLC | 56,078 | $2.79M | 1.03% | +478+0.9% | Added |
| Viking Fund Management LLC | 56,000 | $2.79M | 0.66% | +10,000+21.7% | Added |
| JCIC Asset Management Inc. | 49,665 | $2.76M | 1.27% | −1,355−2.7% | Reduced |
| Continental Advisors LLC | 55,020 | $2.74M | 2.55% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 54,125 | $2.69M | 0.25% | +14,675+37.2% | Added |
| Cornerstone Wealth Group, LLC | 53,899 | $2.68M | 0.59% | +1,964+3.8% | Added |
| Jarislowsky, Fraser Ltd | 53,810 | $2.68M | 0.02% | −2,812−5.0% | Reduced |
| Veriti Management LLC | 52,840 | $2.63M | 0.38% | +8,174+18.3% | Added |
| GM Advisory Group, Inc. | 52,590 | $2.62M | 0.33% | −12,800−19.6% | Reduced |
| Brown Advisory Inc | 52,063 | $2.59M | 0.01% | +10,894+26.5% | Added |
| Corient Capital Partners, LLC | 49,368 | $2.58M | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 51,502 | $2.56M | 0.39% | −6,608−11.4% | Reduced |
| Barclays PLC | 50,787 | $2.53M | 0.00% | +5,162+11.3% | Added |
| Steward Partners Investment Advisory, LLC | 50,443 | $2.51M | 0.05% | +21,250+72.8% | Added |
| 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 |
| Amica Mutual Insurance Co | 49,872 | $2.48M | 0.35% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 49,090 | $2.44M | 0.27% | −2,471−4.8% | Reduced |
| Atria Wealth Solutions, Inc. | 49,064 | $2.44M | 0.04% | +44,999+1,107.0% | Added |
| Bokf, NA | 48,761 | $2.43M | 0.05% | +3,866+8.6% | Added |
| IFP Advisors, Inc | 45,758 | $2.42M | 0.07% | +6,716+17.2% | Added |
| Regions Financial Corp | 47,845 | $2.38M | 0.02% | −3,985−7.7% | Reduced |
| Wetherby Asset Management Inc | 47,558 | $2.37M | 0.17% | +2,504+5.6% | Added |
| Game Creek Capital, LP | 47,375 | $2.36M | 1.58% | −3,875−7.6% | Reduced |
| 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 |
| JustInvest LLC | 47,250 | $2.35M | 0.11% | +4,197+9.7% | Added |
| Huntington National Bank | 46,991 | $2.34M | 0.03% | +6,994+17.5% | Added |
| Raymond James Trust N.A. | 46,975 | $2.34M | 0.09% | +2,067+4.6% | Added |
| Cary Street Partners Asset Management LLC | 46,539 | $2.32M | 0.56% | +2,355+5.3% | Added |
| Investment Management of Virginia LLC | 46,513 | $2.31M | 0.50% | −80−0.2% | Reduced |
| Commerce Bank | 46,370 | $2.31M | 0.02% | +4,323+10.3% | Added |
| United Fire Group Inc | 46,000 | $2.29M | 1.53% | 00.0% | Unchanged |
| UBS Oconnor LLC | 45,303 | $2.25M | 0.03% | −3,012−6.2% | Reduced |
| Marble Harbor Investment Counsel, LLC | 44,895 | $2.23M | 0.34% | −3,025−6.3% | 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 |
| Cetera Investment Advisers | 44,132 | $2.20M | 0.04% | −3,166−6.7% | Reduced |
| Columbia Asset Management | 42,174 | $2.10M | 0.56% | +80+0.2% | Added |
| Coulter & Justus Financial Services, LLC | 41,958 | $2.09M | 1.62% | −1,911−4.4% | Reduced |