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 |
|---|---|---|---|---|---|
| Banco de Sabadell, S.A | 13,848 | $689.0K | 0.57% | −1,745−11.2% | Reduced |
| Checchi Capital Advisers, LLC | 13,796 | $686.0K | 0.07% | −42−0.3% | Reduced |
| Central Trust Co | 13,592 | $676.0K | 0.02% | +170+1.3% | Added |
| Kestra Private Wealth Services, LLC | 13,547 | $674.0K | 0.04% | +794+6.2% | Added |
| Clearstead Advisors, LLC | 13,532 | $673.0K | 0.06% | +41+0.3% | Added |
| SG Americas Securities, LLC | 13,509 | $672.0K | 0.01% | +11,570+596.7% | Added |
| Pacific Global Investment Management CO | 13,453 | $669.0K | 0.16% | +740+5.8% | Added |
| Crewe Advisors LLC | 13,422 | $668.0K | 0.12% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 13,346 | $664.0K | 0.01% | −1,146−7.9% | Reduced |
| Archetype Wealth Partners | 13,300 | $662.0K | 0.20% | −171−1.3% | Reduced |
| Kovack Advisors, Inc. | 13,201 | $657.0K | 0.10% | +182+1.4% | Added |
| Hudson Portfolio Management LLC | 13,155 | $654.0K | 0.77% | 00.0% | Unchanged |
| Infrastructure Capital Advisors, LLC | 13,125 | $653.0K | 0.14% | −222−1.7% | Reduced |
| Navellier & Associates Inc | 13,111 | $652.0K | 0.14% | −208−1.6% | Reduced |
| Profund Advisors LLC | 13,037 | $649.0K | 0.05% | −1,464−10.1% | Reduced |
| Adell Harriman & Carpenter Inc | 12,931 | $643.5K | 0.08% | +12,931 | New |
| Retirement Planning Co of New England, Inc. | 12,933 | $643.0K | 0.46% | +259+2.0% | Added |
| Wealthcare Advisory Partners LLC | 12,884 | $642.0K | 0.04% | +8,942+226.8% | Added |
| Western Wealth Management, LLC | 12,655 | $632.0K | 0.04% | −648−4.9% | Reduced |
| First Horizon Advisors, Inc. | 12,692 | $630.0K | 0.03% | −1,211−8.7% | Reduced |
| Strategic Global Advisors, LLC | 12,664 | $630.0K | 0.10% | +853+7.2% | Added |
| NVWM, LLC | 12,623 | $628.0K | 0.25% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 12,608 | $627.0K | 0.28% | +8+0.1% | Added |
| Sage Rhino Capital LLC | 12,567 | $625.0K | 0.25% | −102−0.8% | Reduced |
| Greystone Financial Group, LLC | 12,562 | $625.0K | 0.21% | +12,562 | New |
| Aull & Monroe Investment Management Corp | 12,450 | $620.0K | 0.34% | 00.0% | Unchanged |
| First Manhattan Co | 12,452 | $619.0K | 0.00% | −4,626−27.1% | Reduced |
| CPWM, LLC | 12,371 | $616.0K | 0.06% | −655−5.0% | Reduced |
| EP Wealth Advisors, LLC | 12,355 | $615.0K | 0.01% | −1,176−8.7% | Reduced |
| Marks Group Wealth Management, Inc | 12,305 | $612.0K | 0.09% | +1,550+14.4% | Added |
| Waverton Investment Management Ltd | 12,248 | $609.0K | 0.02% | 00.0% | Unchanged |
| Energy Opportunities Capital Management, LLC | 12,200 | $607.0K | 1.96% | −1,065−8.0% | Reduced |
| Woodmont Investment Counsel LLC | 12,175 | $606.0K | 0.08% | +350+3.0% | Added |
| Eagle Asset Management Inc | 12,173 | $605.0K | 0.00% | −53−0.4% | Reduced |
| TCW Group Inc | 12,146 | $604.0K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 12,147 | $604.0K | 0.09% | +1,173+10.7% | Added |
| Wipfli Financial Advisors LLC, | 12,128 | $604.0K | 0.04% | +12,128 | New |
| Trust Co of Vermont | 12,106 | $603.0K | 0.05% | −1,010−7.7% | Reduced |
| Penbrook Management LLC | 12,100 | $602.0K | 0.52% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 12,115 | $602.0K | 0.05% | +500+4.3% | Added |
| Federation des caisses Desjardins du Quebec | 12,049 | $599.6K | 0.01% | −214−1.7% | Reduced |
| Telemetry Investments, L.L.C. | 12,000 | $597.0K | 0.98% | 00.0% | Unchanged |
| Diligent Investors, LLC | 11,979 | $596.0K | 0.21% | −2,150−15.2% | Reduced |
| Balentine LLC | 11,889 | $592.0K | 0.02% | +5,168+76.9% | Added |
| Oxbow Advisors, LLC | 11,855 | $590.0K | 0.09% | −715−5.7% | Reduced |
| Schnieders Capital Management LLC | 11,845 | $589.0K | 0.16% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 11,825 | $588.0K | 0.00% | −20.0% | Reduced |
| Hancock Whitney Corp | 11,795 | $587.0K | 0.03% | +5,166+77.9% | Added |
| Segall Bryant & Hamill, LLC | 11,623 | $579.0K | 0.01% | +688+6.3% | Added |
| Sendero Wealth Management, LLC | 11,627 | $579.0K | 0.24% | +11,627 | New |
| Vontobel Holding Ltd. | 11,620 | $578.0K | 0.01% | −2,780−19.3% | Reduced |
| Mather Group, LLC. | 11,585 | $576.0K | 0.01% | −152−1.3% | Reduced |
| Smithfield Trust Co | 11,507 | $575.0K | 0.04% | +11,507 | New |
| Investors Research Corp | 11,532 | $574.0K | 0.18% | +49+0.4% | Added |
| Henshaw Capital LLC | 11,502 | $572.3K | 0.04% | −3,353−22.6% | Reduced |
| Romano Brothers and Company | 11,468 | $571.0K | 0.09% | +11,468 | New |
| LMCG Investments, LLC | 11,448 | $570.0K | 0.04% | −4,575−28.6% | Reduced |
| Donoghue Forlines LLC | 11,371 | $566.0K | 0.20% | −16,085−58.6% | Reduced |
| HAP Trading, LLC | 11,353 | $565.0K | 0.07% | −11,825−51.0% | Reduced |
| Lazard Asset Management LLC | 11,370 | $565.0K | 0.00% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,301 | $562.0K | 0.14% | −62−0.5% | Reduced |
| Henry James International Management, Inc. | 11,273 | $561.0K | 0.31% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,129 | $554.0K | 0.02% | +526+5.0% | Added |
| Ironsides Asset Advisors, LLC | 11,102 | $552.0K | 0.25% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 11,001 | $552.0K | 0.35% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 11,050 | $550.0K | 0.15% | +11,050 | New |
| International Assets Investment Management, LLC | 10,956 | $545.0K | 0.12% | +964+9.6% | Added |
| Dorchester Wealth Management Co | 10,825 | $539.0K | 0.12% | −975−8.3% | Reduced |
| Capital Investment Advisors, LLC | 10,809 | $538.0K | 0.02% | −215−2.0% | Reduced |
| Wealthspire Advisors, LLC | 10,783 | $537.0K | 0.01% | +2,538+30.8% | Added |
| HSBC Holdings PLC | 10,750 | $536.0K | 0.00% | −9,426−46.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,755 | $535.0K | 0.03% | +6,438+149.1% | Added |
| Sunbelt Securities, Inc. | 10,737 | $534.0K | 0.11% | +282+2.7% | Added |
| Elevated Capital Advisors, LLC | 10,706 | $533.0K | 0.21% | +10,706 | New |
| Cresset Asset Management, LLC | 10,670 | $531.0K | 0.01% | +4,760+80.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 10,656 | $530.0K | 0.10% | −1,229−10.3% | Reduced |
| Forefront Wealth Management Inc. | 10,614 | $528.0K | 0.74% | +50.0% | Added |
| Saxon Interests, Inc. | 9,665 | $522.0K | 0.32% | 00.0% | Unchanged |
| DMG Group, LLC | 9,949 | $521.0K | 0.63% | +1,647+19.8% | Added |
| Steel Peak Wealth Management LLC | 10,474 | $521.0K | 0.04% | +3,180+43.6% | Added |
| North Star Investment Management Corp. | 10,450 | $520.0K | 0.05% | 00.0% | Unchanged |
| Strategic Advisors LLC | 10,400 | $517.0K | 0.11% | 00.0% | Unchanged |
| Argent Trust Co | 10,343 | $515.0K | 0.04% | −2,103−16.9% | Reduced |
| Pictet Bank & Trust Ltd | 10,300 | $512.5K | 0.66% | −320−3.0% | Reduced |
| CAPROCK Group, Inc. | 10,023 | $499.0K | 0.05% | +1,038+11.6% | Added |
| Shelton Capital Management | 10,000 | $498.0K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $498.0K | 0.29% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,989 | $497.0K | 0.04% | −647−6.1% | Reduced |
| Evoke Wealth, LLC | 9,994 | $497.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 9,966 | $496.0K | 0.07% | +336+3.5% | Added |
| Saturna Capital CORP | 9,949 | $495.0K | 0.01% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 9,900 | $493.0K | 0.09% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 9,906 | $493.0K | 0.00% | +4,932+99.2% | Added |
| Rosenberg Matthew Hamilton | 9,881 | $492.0K | 0.19% | +128+1.3% | Added |
| W Advisors, LLC | 9,864 | $491.0K | 0.46% | 00.0% | Unchanged |
| NBT Bank N A | 9,847 | $490.0K | 0.08% | −30.0% | Reduced |
| Fulton Bank, N.A. | 9,839 | $490.0K | 0.03% | +9,839 | New |
| Arete Wealth Advisors, LLC | 9,813 | $488.0K | 0.05% | +4,463+83.4% | Added |
| Eagle Harbor Asset Management Inc | 9,762 | $485.8K | 0.84% | −575−5.6% | Reduced |
| Summit Global Investments | 9,754 | $485.0K | 0.04% | +9,754 | New |