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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 21,925 | $1.09M | 0.19% | +793+3.8% | Added |
| Ipswich Investment Management Co., Inc. | 21,829 | $1.09M | 0.35% | −644−2.9% | Reduced |
| Solstein Capital, LLC | 21,756 | $1.08M | 0.95% | −680−3.0% | Reduced |
| Chilton Capital Management LLC | 21,705 | $1.08M | 0.07% | +71+0.3% | Added |
| SOL Capital Management CO | 21,673 | $1.08M | 0.22% | −230−1.1% | Reduced |
| Independent Advisor Alliance | 21,403 | $1.06M | 0.06% | +1,421+7.1% | Added |
| Johnson Investment Counsel Inc | 21,365 | $1.06M | 0.02% | −1,987−8.5% | Reduced |
| Boston Private Wealth LLC | 21,155 | $1.05M | 0.02% | +5,654+36.5% | Added |
| Herold Advisors, Inc. | 20,978 | $1.04M | 0.51% | +20,978 | New |
| Excalibur Management Corp | 20,668 | $1.03M | 0.58% | +848+4.3% | Added |
| BTC Capital Management, Inc. | 20,643 | $1.03M | 0.13% | +1,851+9.8% | Added |
| Koshinski Asset Management, Inc. | 20,503 | $1.02M | 0.12% | +116+0.6% | Added |
| Beese Fulmer Investment Management, Inc. | 20,506 | $1.02M | 0.14% | +2,279+12.5% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.01M | 0.24% | +800+4.1% | Added |
| Synovus Financial Corp | 20,286 | $1.01M | 0.01% | +1,569+8.4% | Added |
| Whittier Trust Co of Nevada Inc | 20,253 | $1.01M | 0.04% | +331+1.7% | Added |
| Bogart Wealth, LLC | 20,148 | $1.00M | 0.08% | +236+1.2% | Added |
| Lakeview Capital Partners, LLC | 20,096 | $999.0K | 0.39% | +20,096 | New |
| Shufro Rose & Co LLC | 20,050 | $998.0K | 0.10% | −300−1.5% | Reduced |
| Lee Danner & Bass Inc | 20,013 | $996.0K | 0.11% | −963−4.6% | Reduced |
| Verdad Advisers, LP | 20,000 | $995.0K | 1.45% | −10,000−33.3% | Reduced |
| Quest Investment Management LLC | 20,000 | $995.0K | 0.12% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 19,905 | $990.0K | 0.11% | +10,219+105.5% | Added |
| American Portfolios Advisors | 19,849 | $987.7K | 0.04% | −299−1.5% | Reduced |
| Ieq Capital, LLC | 19,829 | $987.0K | 0.03% | +5,077+34.4% | Added |
| Intrua Financial, LLC | 19,506 | $971.0K | 0.26% | −3,770−16.2% | Reduced |
| Israel Discount Bank of New York | 19,469 | $969.0K | 0.80% | +60+0.3% | Added |
| Level Four Advisory Services, LLC | 19,228 | $957.0K | 0.09% | −837−4.2% | Reduced |
| WealthTrust Axiom LLC | 19,230 | $956.0K | 0.36% | +5,811+43.3% | Added |
| Red Spruce Capital, LLC | 19,195 | $955.0K | 0.67% | 00.0% | Unchanged |
| West Family Investments, Inc. | 19,162 | $954.0K | 0.41% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19,178 | $954.0K | 0.03% | +18,639+3,458.1% | Added |
| Atlas Private Wealth Management | 18,830 | $937.0K | 0.68% | +404+2.2% | Added |
| Mount Yale Investment Advisors, LLC | 18,772 | $934.0K | 0.12% | +8,441+81.7% | Added |
| Busey Wealth Management | 18,576 | $924.0K | 0.05% | −4,395−19.1% | Reduced |
| Eagle Rock Investment Company, LLC | 18,475 | $919.0K | 0.24% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 16,049 | $916.0K | 0.27% | −294−1.8% | Reduced |
| Wealth Alliance | 18,389 | $915.0K | 0.18% | −2,575−12.3% | Reduced |
| F3Logic, LLC | 18,237 | $909.0K | 0.19% | +474+2.7% | Added |
| Osborne Partners Capital Management, LLC | 18,248 | $908.0K | 0.08% | −28,000−60.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,231 | $907.0K | 0.04% | +330+1.8% | Added |
| Sequoia Financial Advisors, LLC | 18,112 | $901.0K | 0.03% | −1,912−9.5% | Reduced |
| Next Level Private LLC | 16,603 | $897.0K | 0.79% | +12,648+319.8% | Added |
| P.A.W. Capital Corp | 18,000 | $896.0K | 1.34% | +1,000+5.9% | Added |
| Assetmark, Inc | 17,918 | $892.0K | 0.00% | +12,014+203.5% | Added |
| Stratos Wealth Partners, LTD. | 17,872 | $889.0K | 0.02% | −2,942−14.1% | Reduced |
| Bessemer Group Inc | 17,813 | $887.0K | 0.00% | −1,034−5.5% | Reduced |
| Glenview Trust Co | 17,777 | $885.0K | 0.03% | −1,081−5.7% | Reduced |
| Phoenix Holdings Ltd. | 17,456 | $881.0K | 0.02% | +2,549+17.1% | Added |
| Swiss Life Asset Management Ltd | 17,614 | $876.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,564 | $874.0K | 0.04% | +362+2.1% | Added |
| Auxier Asset Management | 17,496 | $871.0K | 0.17% | 00.0% | Unchanged |
| MAI Capital Management | 17,448 | $868.0K | 0.02% | +6,673+61.9% | Added |
| D. E. Shaw & Co., Inc. | 17,300 | $861.0K | 0.00% | +17,300 | New |
| Cambiar Investors LLC | 17,282 | $860.0K | 0.04% | +675+4.1% | Added |
| ExodusPoint Capital Management, LP | 17,225 | $857.0K | 0.01% | −343,530−95.2% | Reduced |
| Epoch Investment Partners, Inc. | 17,177 | $855.0K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 17,137 | $853.0K | 0.05% | −50−0.3% | Reduced |
| Bank of Hawaii | 16,991 | $845.0K | 0.06% | +591+3.6% | Added |
| Radnor Capital Management, LLC | 16,828 | $837.0K | 0.24% | −450−2.6% | Reduced |
| Whittier Trust Co | 16,734 | $833.0K | 0.02% | −1,701−9.2% | Reduced |
| Rodgers Brothers Inc. | 16,750 | $833.0K | 0.18% | −100−0.6% | Reduced |
| Rathbone Brothers plc | 16,700 | $831.0K | 0.01% | −7,595−31.3% | Reduced |
| Tiaa, FSB | 16,710 | $831.0K | 0.00% | +2,457+17.2% | Added |
| Wesbanco Bank Inc | 16,598 | $826.0K | 0.06% | −5,885−26.2% | Reduced |
| Beacon Pointe Advisors, LLC | 16,613 | $826.0K | 0.02% | −3,030−15.4% | Reduced |
| Farmers & Merchants Investments Inc | 16,555 | $824.0K | 0.04% | +16,555 | New |
| Greenleaf Trust | 16,474 | $820.0K | 0.01% | −290−1.7% | Reduced |
| Dearborn Partners LLC | 16,389 | $815.0K | 0.04% | −422−2.5% | Reduced |
| Beck Mack & Oliver LLC | 16,337 | $813.0K | 0.03% | −1,450−8.2% | Reduced |
| Baker Ellis Asset Management LLC | 16,200 | $806.0K | 0.18% | +3,100+23.7% | Added |
| Clarius Group, LLC | 16,205 | $806.0K | 0.08% | +4,790+42.0% | Added |
| Confluence Investment Management LLC | 16,173 | $805.0K | 0.01% | −299−1.8% | Reduced |
| Tandem Capital Management Corp | 15,140 | $802.0K | 0.68% | +6,135+68.1% | Added |
| CSS LLC | 16,030 | $798.0K | 0.05% | −38,000−70.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 15,964 | $794.0K | 0.11% | +28+0.2% | Added |
| Shoker Investment Counsel, Inc. | 15,595 | $775.0K | 0.41% | −68−0.4% | Reduced |
| Snowden Capital Advisors LLC | 15,545 | $773.0K | 0.03% | −2,872−15.6% | Reduced |
| Bluestein R H & Co | 15,512 | $772.0K | 0.05% | −5,000−24.4% | Reduced |
| Sigma Planning Corp | 15,464 | $770.0K | 0.03% | −317−2.0% | Reduced |
| Clarus Group, Inc. | 15,334 | $763.0K | 0.70% | +8+0.1% | Added |
| Clifford Swan Investment Counsel LLC | 15,315 | $762.0K | 0.04% | −755−4.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,085 | $751.0K | 0.01% | −323−2.1% | Reduced |
| RBF Capital, LLC | 15,000 | $746.0K | 0.06% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14,956 | $744.2K | 0.04% | +6,013+67.2% | Added |
| Dorsey & Whitney Trust CO LLC | 14,957 | $744.0K | 0.08% | −2,211−12.9% | Reduced |
| Mission Wealth Management, LP | 14,961 | $744.0K | 0.04% | −23−0.2% | Reduced |
| Moneta Group Investment Advisors LLC | 14,932 | $743.0K | 0.03% | −2,777−15.7% | Reduced |
| GW Henssler & Associates Ltd | 14,722 | $733.0K | 0.05% | −63,465−81.2% | Reduced |
| Vise Technologies, Inc. | 14,628 | $728.0K | 0.27% | +2,515+20.8% | Added |
| American Financial Group Inc | 14,500 | $722.0K | 0.25% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 14,440 | $719.0K | 0.05% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14,347 | $714.0K | 0.00% | +34+0.2% | Added |
| Kingsview Wealth Management, LLC | 14,323 | $713.0K | 0.03% | +393+2.8% | Added |
| Puzo Michael J | 14,250 | $709.0K | 0.27% | −200−1.4% | Reduced |
| GFG Capital, LLC | 14,099 | $702.0K | 0.23% | +74+0.5% | Added |
| Hayek Kallen Investment Management | 14,016 | $697.0K | 0.33% | −31−0.2% | Reduced |
| Lake Street Advisors Group, LLC | 13,959 | $695.0K | 0.05% | +2,267+19.4% | Added |
| Mairs & Power Inc | 13,920 | $693.0K | 0.01% | +13,920 | New |
| Pin Oak Investment Advisors Inc | 13,875 | $690.0K | 0.87% | −1,335−8.8% | Reduced |