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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 41,677 | $2.07M | 0.12% | +22,129+113.2% | Added |
| Community Bank of Raymore | 41,650 | $2.07M | 0.71% | −12,000−22.4% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.07M | 0.34% | 00.0% | Unchanged |
| First Hawaiian Bank | 41,447 | $2.06M | 0.08% | −4,338−9.5% | Reduced |
| Gilman Hill Asset Management, LLC | 41,121 | $2.05M | 0.48% | +2,555+6.6% | Added |
| Private Advisor Group, LLC | 40,928 | $2.04M | 0.02% | −82,656−66.9% | Reduced |
| Richard P Slaughter Associates Inc | 40,678 | $2.02M | 0.86% | −13,087−24.3% | Reduced |
| Coerente Capital Management | 40,613 | $2.02M | 0.49% | −1,000−2.4% | Reduced |
| Sierra Capital LLC | 40,525 | $2.02M | 0.38% | +3,179+8.5% | Added |
| Schechter Investment Advisors, LLC | 40,389 | $2.01M | 0.20% | +12,070+42.6% | Added |
| Covington Capital Management | 40,275 | $2.00M | 0.09% | +2,245+5.9% | Added |
| Horan Capital Advisors, LLC. | 40,159 | $2.00M | 0.97% | +1,650+4.3% | Added |
| Colony Group LLC | 39,887 | $1.99M | 0.04% | +4,397+12.4% | Added |
| Simmons Bank | 39,045 | $1.94M | 0.18% | −1,820−4.5% | Reduced |
| Mill Capital Management, LLC | 38,690 | $1.93M | 0.22% | −2,173−5.3% | Reduced |
| Cannell Peter B & Co Inc | 38,341 | $1.91M | 0.07% | 00.0% | Unchanged |
| Foster & Motley Inc | 38,225 | $1.90M | 0.18% | +11,967+45.6% | Added |
| Haverford Trust Co | 38,101 | $1.90M | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 37,555 | $1.87M | 0.01% | −15,030−28.6% | Reduced |
| Drexel Morgan & Co. | 37,544 | $1.87M | 0.45% | 00.0% | Unchanged |
| First National Bank of Omaha | 36,708 | $1.83M | 0.12% | −26,545−42.0% | Reduced |
| Stolper Co | 36,582 | $1.82M | 0.90% | +2,469+7.2% | Added |
| Leonteq Securities AG | 36,356 | $1.81M | 0.09% | −1,000−2.7% | Reduced |
| Credential Qtrade Securities Inc. | 35,984 | $1.79M | 0.14% | +980+2.8% | Added |
| Naviter Wealth, LLC | 35,891 | $1.79M | 0.73% | +3,852+12.0% | Added |
| Signaturefd, LLC | 35,695 | $1.78M | 0.06% | +5,069+16.6% | Added |
| Waters Parkerson & Co., LLC | 35,449 | $1.76M | 0.12% | −1,700−4.6% | Reduced |
| GWM Advisors LLC | 35,197 | $1.75M | 0.03% | −3,195−8.3% | Reduced |
| Advisors Asset Management, Inc. | 34,335 | $1.71M | 0.03% | +284+0.8% | Added |
| YHB Investment Advisors, Inc. | 34,267 | $1.71M | 0.19% | +26,760+356.5% | Added |
| Octavia Wealth Advisors, LLC | 33,882 | $1.69M | 0.46% | −27−0.1% | Reduced |
| Advisory Services Network, LLC | 33,694 | $1.68M | 0.06% | +860+2.6% | Added |
| Stephens Inc | 33,504 | $1.67M | 0.04% | −275−0.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 33,465 | $1.67M | 0.14% | +86+0.3% | Added |
| Ritholtz Wealth Management | 33,088 | $1.65M | 0.09% | +2,657+8.7% | Added |
| Gofen & Glossberg LLC | 32,660 | $1.63M | 0.05% | +3,870+13.4% | Added |
| Veritable, L.P. | 32,466 | $1.62M | 0.03% | −1,598−4.7% | Reduced |
| Earnest Partners LLC | 32,095 | $1.60M | 0.01% | −601−1.8% | Reduced |
| Carrhae Capital LLP | 31,966 | $1.59M | 1.16% | +31,966 | New |
| NewEdge Wealth, LLC | 31,840 | $1.58M | 0.07% | +4,625+17.0% | Added |
| Fort Sheridan Advisors LLC | 31,690 | $1.58M | 0.53% | +1,960+6.6% | Added |
| Burney Co | 31,531 | $1.57M | 0.09% | +2,051+7.0% | Added |
| Forum Financial Management, LP | 31,208 | $1.55M | 0.07% | +50.0% | Added |
| Umb Bank N A | 30,602 | $1.52M | 0.03% | −19,455−38.9% | Reduced |
| MUFG Americas Holdings Corp | 30,525 | $1.52M | 0.04% | −1,236−3.9% | Reduced |
| Mitchell Capital Management Co | 30,201 | $1.50M | 0.43% | +150.0% | Added |
| Valeo Financial Advisors, LLC | 40,549 | $1.50M | 0.10% | +10,029+32.9% | Added |
| Karp Capital Management Corp | 29,124 | $1.45M | 0.30% | +29,124 | New |
| Advisor Partners II, LLC | 29,104 | $1.45M | 0.11% | +29,104 | New |
| Regatta Capital Group, LLC | 27,634 | $1.45M | 0.59% | +271+1.0% | Added |
| Stableford Capital II LLC | 26,861 | $1.42M | 0.69% | −818−3.0% | Reduced |
| Stock Yards Bank & Trust Co | 28,158 | $1.40M | 0.06% | −1,444−4.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,938 | $1.39M | 0.13% | +705+2.6% | Added |
| Quadrant Capital Group LLC | 27,896 | $1.39M | 0.18% | +5,586+25.0% | Added |
| Kayne Anderson Capital Advisors LP | 27,800 | $1.38M | 0.04% | −159,400−85.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 27,727 | $1.38M | 0.31% | +17,280+165.4% | Added |
| Avidian Wealth Solutions, LLC | 27,647 | $1.38M | 0.10% | +475+1.7% | Added |
| Roberts Wealth Advisors, LLC | 26,343 | $1.36M | 0.67% | +335+1.3% | Added |
| Boenning & Scattergood, Inc. | 27,285 | $1.36M | 0.28% | −562−2.0% | Reduced |
| Barry Investment Advisors, LLC | 27,206 | $1.35M | 0.46% | −935−3.3% | Reduced |
| Park Avenue Securities LLC | 27,169 | $1.35M | 0.03% | +209+0.8% | Added |
| Roosevelt Investment Group LLC | 27,077 | $1.35M | 0.10% | −748−2.7% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.34M | 0.83% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 26,850 | $1.34M | 0.01% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 26,500 | $1.32M | 1.77% | +2,000+8.2% | Added |
| Wedbush Securities Inc | 26,490 | $1.32M | 0.07% | −1,504−5.4% | Reduced |
| Highland Capital Management, LLC | 26,454 | $1.32M | 0.10% | −2,878−9.8% | Reduced |
| CWM, LLC | 26,338 | $1.31M | 0.01% | +219+0.8% | Added |
| Park National Corp | 26,334 | $1.31M | 0.07% | −891−3.3% | Reduced |
| Cowa, LLC | 26,216 | $1.30M | 0.86% | +1,575+6.4% | Added |
| Lester Murray Antman dba SimplyRich | 26,212 | $1.30M | 0.59% | +17,955+217.5% | Added |
| Kelly Lawrence W & Associates Inc | 25,757 | $1.28M | 0.36% | 00.0% | Unchanged |
| 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 |
| Brooks, Moore & Associates, Inc. | 25,433 | $1.27M | 1.02% | +6,589+35.0% | Added |
| Hunter Associates Investment Management LLC | 25,067 | $1.25M | 0.32% | −1,227−4.7% | Reduced |
| Grace & White Inc | 24,816 | $1.24M | 0.27% | 00.0% | Unchanged |
| Financial Counselors Inc | 24,686 | $1.23M | 0.03% | −784−3.1% | Reduced |
| Prudential Financial Inc | 24,503 | $1.23M | 0.00% | +6,713+37.7% | Added |
| FDx Advisors, Inc. | 24,617 | $1.23M | 0.05% | +1,151+4.9% | Added |
| Guggenheim Capital LLC | 24,607 | $1.22M | 0.01% | −3,423−12.2% | Reduced |
| King Luther Capital Management Corp | 24,365 | $1.21M | 0.01% | −3,695−13.2% | Reduced |
| Leavell Investment Management, Inc. | 24,099 | $1.20M | 0.10% | −510−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 24,076 | $1.20M | 0.00% | −5,190−17.7% | Reduced |
| Clear Street Markets LLC | 24,000 | $1.19M | 0.23% | +9,100+61.1% | Added |
| Cutter & CO Brokerage, Inc. | 23,566 | $1.17M | 0.44% | +129+0.6% | Added |
| Great Valley Advisor Group, Inc. | 23,342 | $1.16M | 0.07% | −1,040−4.3% | Reduced |
| Everett Harris & Co | 23,283 | $1.16M | 0.02% | −200−0.9% | Reduced |
| HB Wealth Management, LLC | 23,203 | $1.16M | 0.02% | +2,769+13.6% | Added |
| National Asset Management, Inc. | 23,063 | $1.15M | 0.03% | +9,525+70.4% | Added |
| Sowell Financial Services LLC | 22,954 | $1.14M | 0.12% | +2,863+14.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,686 | $1.13M | 0.01% | −250−1.1% | Reduced |
| Howland Capital Management LLC | 22,645 | $1.13M | 0.07% | +4,800+26.9% | Added |
| Pitcairn Co | 22,584 | $1.12M | 0.13% | +88+0.4% | 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 |
| Parallax Volatility Advisers, L.P. | 22,292 | $1.11M | 0.02% | +20,345+1,044.9% | Added |
| Perigon Wealth Management, LLC | 22,094 | $1.10M | 0.10% | −223−1.0% | Reduced |
| Old National Bancorp | 22,070 | $1.10M | 0.04% | +6,270+39.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 22,000 | $1.09M | 0.02% | +3,000+15.8% | Added |