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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 9,735 | $484.4K | 0.09% | 00.0% | Unchanged |
| Schulhoff & Co Inc | 9,667 | $481.0K | 0.25% | +100+1.0% | Added |
| Independent Financial Group, LLC | 9,657 | $480.5K | 0.04% | −103−1.1% | Reduced |
| Proequities, Inc. | 9,588 | $477.0K | 0.05% | +454+5.0% | Added |
| Fruth Investment Management | 9,573 | $476.0K | 0.16% | 00.0% | Unchanged |
| Wrapmanager Inc | 9,567 | $476.0K | 0.16% | −413−4.1% | Reduced |
| TrinityPoint Wealth, LLC | 9,553 | $475.0K | 0.11% | +9,553 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $473.0K | 0.47% | 00.0% | Unchanged |
| Bank Hapoalim BM | 9,468 | $471.0K | 0.06% | −1,470−13.4% | Reduced |
| Seven Eight Capital, LP | 9,438 | $470.0K | 0.09% | +9,438 | New |
| Boston Family Office LLC | 9,350 | $466.0K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 9,219 | $459.0K | 0.02% | −2,272−19.8% | Reduced |
| Ronald Blue Trust, Inc. | 8,768 | $459.0K | 0.01% | +5,237+148.3% | Added |
| Williams Jones Wealth Management, LLC. | 9,181 | $457.0K | 0.01% | −1,799−16.4% | Reduced |
| MSH Capital Advisors LLC | 9,169 | $456.2K | 0.22% | 00.0% | Unchanged |
| First Wilshire Securities Management Inc | 9,174 | $456.0K | 0.18% | −3,000−24.6% | Reduced |
| ETF Store, Inc. | 9,156 | $456.0K | 0.40% | +367+4.2% | Added |
| Apollon Wealth Management, LLC | 9,124 | $454.0K | 0.04% | +2,108+30.0% | Added |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $453.0K | 0.14% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 9,072 | $451.0K | 0.18% | +100+1.1% | Added |
| Change Path, LLC | 8,988 | $448.0K | 0.03% | +22+0.2% | Added |
| Inscription Capital, LLC | 8,983 | $447.0K | 0.13% | −51,403−85.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,915 | $444.0K | 0.05% | −600−6.3% | Reduced |
| 180 Wealth Advisors, LLC | 8,922 | $444.0K | 0.12% | +2,737+44.3% | Added |
| Plancorp, LLC | 8,887 | $442.0K | 0.03% | +10.0% | Added |
| Toronto Dominion Bank | 8,926 | $442.0K | 0.00% | +5,686+175.5% | Added |
| Legacy Financial Advisors, Inc. | 8,870 | $441.0K | 0.11% | +1,519+20.7% | Added |
| Gradient Investments LLC | 8,844 | $440.0K | 0.01% | −670−7.0% | Reduced |
| Karpas Strategies, LLC | 8,852 | $440.0K | 0.17% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $440.0K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $439.0K | 0.52% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,777 | $437.0K | 0.18% | +82+0.9% | Added |
| Verdence Capital Advisors LLC | 8,760 | $436.0K | 0.06% | +393+4.7% | Added |
| YorkBridge Wealth Partners, LLC | 8,759 | $436.0K | 0.11% | +431+5.2% | Added |
| Arkadios Wealth Advisors | 8,727 | $434.0K | 0.07% | +1,533+21.3% | Added |
| Ausdal Financial Partners, Inc. | 8,705 | $433.0K | 0.07% | +6+0.1% | Added |
| Integrated Advisors Network LLC | 8,664 | $431.0K | 0.03% | −85,882−90.8% | Reduced |
| Stoneridge Investment Partners LLC | 8,659 | $431.0K | 0.25% | −2,941−25.4% | Reduced |
| Atlas Capital Advisors LLC | 8,641 | $430.0K | 0.08% | −459−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $429.0K | 0.19% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 8,488 | $422.0K | 0.06% | +41+0.5% | Added |
| Albert D Mason Inc | 8,465 | $421.0K | 0.34% | +160+1.9% | Added |
| Regentatlantic Capital LLC | 8,381 | $417.0K | 0.01% | −67−0.8% | Reduced |
| BLB&B Advisors, LLC | 8,376 | $417.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,378 | $417.0K | 0.02% | +8,378 | New |
| Welch & Forbes LLC | 8,358 | $416.0K | 0.01% | −200−2.3% | Reduced |
| Philadelphia Trust Co | 8,350 | $415.0K | 0.05% | +375+4.7% | Added |
| Grimes & Company, Inc. | 8,319 | $414.0K | 0.02% | +6+0.1% | Added |
| Gables Capital Management Inc. | 8,240 | $410.0K | 0.33% | −500−5.7% | Reduced |
| ICA Group Wealth Management, LLC | 8,210 | $409.0K | 0.09% | +506+6.6% | Added |
| Aaron Wealth Advisors | 8,214 | $409.0K | 0.08% | +8,214 | New |
| Compagnie Lombard Odier SCmA | 8,179 | $407.0K | 0.01% | +8,179 | New |
| RMB Capital Management, LLC | 8,151 | $406.0K | 0.02% | −1,094−11.8% | Reduced |
| Stokes Family Office, LLC | 8,105 | $403.0K | 0.06% | +551+7.3% | Added |
| Cutler Group LP | 8,075 | $401.0K | 0.05% | +8,075 | New |
| Lido Advisors, LLC | 8,068 | $400.0K | 0.01% | −12,494−60.8% | Reduced |
| Laidlaw Wealth Management LLC | 8,037 | $400.0K | 0.09% | −4,370−35.2% | Reduced |
| Raab & Moskowitz Asset Management LLC | 8,033 | $399.0K | 0.17% | −2,385−22.9% | Reduced |
| Vaughan David Investments LLC | 8,010 | $399.0K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 8,008 | $398.0K | 0.26% | +978+13.9% | Added |
| Cape Cod Five Cents Savings Bank | 7,888 | $392.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,887 | $392.0K | 0.03% | +325+4.3% | Added |
| Curated Wealth Partners LLC | 7,851 | $391.0K | 0.11% | −1,394−15.1% | Reduced |
| Farmers Trust Co | 7,829 | $390.0K | 0.10% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7,775 | $387.0K | 0.03% | −1,200−13.4% | Reduced |
| Westwood Holdings Group Inc. | 7,770 | $387.0K | 0.00% | −363−4.5% | Reduced |
| Cambridge Trust Co | 7,773 | $387.0K | 0.02% | −84−1.1% | Reduced |
| Wade G W & Inc | 7,777 | $387.0K | 0.02% | +1,219+18.6% | Added |
| MBA Advisors LLC | 7,687 | $383.0K | 0.28% | −65−0.8% | Reduced |
| Gryphon Financial Partners LLC | 7,691 | $383.0K | 0.10% | +7,691 | New |
| Sittner & Nelson, LLC | 7,670 | $382.0K | 0.26% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,646 | $380.0K | 0.19% | +2,007+35.6% | Added |
| Hanson & Doremus Investment Management | 7,609 | $379.0K | 0.10% | −905−10.6% | Reduced |
| Headinvest, LLC | 7,552 | $376.0K | 0.09% | −1,000−11.7% | Reduced |
| Alhambra Investment Partners LLC | 7,551 | $376.0K | 0.29% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,493 | $373.0K | 0.02% | +1,200+19.1% | Added |
| Courier Capital LLC | 7,478 | $372.0K | 0.05% | −900−10.7% | Reduced |
| Lindbrook Capital, LLC | 7,480 | $372.0K | 0.06% | +891+13.5% | Added |
| Drive Wealth Management, LLC | 7,480 | $372.0K | 0.35% | +1,919+34.5% | Added |
| Successful Portfolios LLC | 7,406 | $369.0K | 0.27% | +20+0.3% | Added |
| Summit Financial Wealth Advisors, LLC | 6,550 | $367.0K | 0.11% | −852−11.5% | Reduced |
| Cozad Asset Management Inc | 7,329 | $365.0K | 0.06% | −622−7.8% | Reduced |
| Berkshire Asset Management LLC | 7,328 | $365.0K | 0.03% | −25−0.3% | Reduced |
| Transform Wealth, LLC | 7,318 | $364.0K | 0.05% | −1,234−14.4% | Reduced |
| Crescent Grove Advisors, LLC | 7,308 | $364.0K | 0.04% | +7,308 | New |
| Pictet & Cie (Europe) SA | 7,300 | $363.2K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,305 | $363.0K | 0.20% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 7,296 | $363.0K | 0.04% | +1,400+23.7% | Added |
| Northeast Financial Consultants Inc | 7,250 | $361.0K | 0.03% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 7,236 | $360.0K | 0.09% | −1,885−20.7% | Reduced |
| Stonegate Investment Group, LLC | 7,239 | $360.0K | 0.02% | −68−0.9% | Reduced |
| Cardiff Park Advisors, LLC | 7,192 | $358.0K | 0.06% | +56+0.8% | Added |
| Anchor Investment Management, LLC | 7,183 | $357.4K | 0.06% | 00.0% | Unchanged |
| Stonebridge Capital Management Inc | 7,116 | $354.0K | 0.18% | −603−7.8% | Reduced |
| J.W. Cole Advisors, Inc. | 7,108 | $354.0K | 0.03% | +666+10.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,097 | $353.0K | 0.04% | +2,482+53.8% | Added |
| Pathstone Family Office, LLC | 7,056 | $351.6K | 0.01% | +1,863+35.9% | Added |
| Summit Financial Group Inc | 7,060 | $351.0K | 0.15% | −30−0.4% | Reduced |
| First National Trust Co | 7,048 | $351.0K | 0.02% | +73+1.0% | Added |
| Baldwin Investment Management, LLC | 7,032 | $350.0K | 0.14% | −326−4.4% | Reduced |