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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 7,028 | $350.0K | 0.06% | 00.0% | Unchanged |
| StrategIQ Financial Group, LLC | 7,017 | $349.0K | 0.04% | −100−1.4% | Reduced |
| Cubic Asset Management, LLC | 6,997 | $348.0K | 0.10% | 00.0% | Unchanged |
| Insight 2811, Inc. | 6,955 | $346.0K | 0.23% | 00.0% | Unchanged |
| Well Done, LLC | 6,924 | $345.0K | 0.08% | −10.0% | Reduced |
| Credit Agricole S A | 6,900 | $343.0K | 0.01% | 00.0% | Unchanged |
| Avant Capital LLC | 6,894 | $343.0K | 0.46% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 6,862 | $341.0K | 0.04% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 6,849 | $341.0K | 0.13% | +6,849 | New |
| One Wealth Advisors, LLC | 6,828 | $340.0K | 0.11% | +33+0.5% | Added |
| We Are One Seven, LLC | 5,095 | $340.0K | 0.03% | +330+6.9% | Added |
| Capital Investment Advisory Services, LLC | 6,786 | $338.0K | 0.04% | +7+0.1% | Added |
| Element Wealth, LLC | 6,778 | $337.0K | 0.31% | +88+1.3% | Added |
| Smith, Moore & Co. | 6,763 | $337.0K | 0.05% | +331+5.1% | Added |
| Apexium Financial, LP | 6,736 | $335.0K | 0.04% | +6,736 | New |
| Rothschild Investment Corp | 6,714 | $334.0K | 0.03% | −1,411−17.4% | Reduced |
| Beacon Capital Management, LLC | 6,384 | $334.0K | 0.11% | −278−4.2% | Reduced |
| Ignite Planners, LLC | 6,395 | $334.0K | 0.27% | +6,395 | New |
| Rehmann Capital Advisory Group | 6,697 | $333.2K | 0.04% | −232−3.3% | Reduced |
| Ledyard National Bank | 6,678 | $332.0K | 0.04% | −503−7.0% | Reduced |
| Financial Advisory Service, Inc. | 6,644 | $331.0K | 0.04% | +410+6.6% | Added |
| Gagnon Securities LLC | 6,597 | $328.0K | 0.07% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,578 | $328.0K | 0.01% | +54+0.8% | Added |
| InTrack Investment Management Inc | 6,564 | $327.0K | 0.36% | +112+1.7% | Added |
| Alpha Omega Wealth Management LLC | 6,550 | $326.0K | 0.06% | 00.0% | Unchanged |
| Nwam LLC | 6,526 | $325.0K | 0.03% | −2,727−29.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,500 | $323.0K | 0.00% | −203,800−96.9% | Reduced |
| Simon Quick Advisors, LLC | 6,495 | $323.0K | 0.05% | −814−11.1% | Reduced |
| Wealthsource Partners, LLC | 6,484 | $323.0K | 0.02% | −374−5.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $323.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 6,476 | $322.0K | 0.13% | +1,909+41.8% | Added |
| AIMZ Investment Advisors, LLC | 6,450 | $321.0K | 0.16% | −100−1.5% | Reduced |
| NTV Asset Management LLC | 6,450 | $321.0K | 0.07% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 6,450 | $321.0K | 0.24% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,433 | $320.0K | 0.02% | −13,650−68.0% | Reduced |
| Parkside Financial Bank & Trust | 6,384 | $318.0K | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,368 | $317.0K | 0.08% | −7,165−52.9% | Reduced |
| Baxter Bros Inc | 6,345 | $316.0K | 0.06% | −50−0.8% | Reduced |
| Welch Group, LLC | 6,321 | $315.0K | 0.02% | +210+3.4% | Added |
| E&G Advisors, LP | 6,300 | $313.0K | 0.12% | −250−3.8% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $313.0K | 0.16% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,234 | $311.0K | 0.03% | +300+5.1% | Added |
| Bridges Investment Management Inc | 6,236 | $310.0K | 0.01% | −400−6.0% | Reduced |
| Harbour Capital Advisors, LLC | 6,005 | $307.0K | 0.11% | −100−1.6% | Reduced |
| Berkeley Capital Partners, LLC | 6,145 | $306.0K | 0.13% | +10.0% | Added |
| Wambolt & Associates, LLC | 6,155 | $306.0K | 0.13% | +1,925+45.5% | Added |
| Prio Wealth Limited Partnership | 6,135 | $305.3K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 6,130 | $305.0K | 0.05% | −200−3.2% | Reduced |
| Arvest Trust Co N A | 6,101 | $304.0K | 0.02% | +6,101 | New |
| Hamel Associates, Inc. | 6,050 | $302.0K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,035 | $300.0K | 0.15% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 6,023 | $300.0K | 0.07% | +879+17.1% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $299.0K | 0.04% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,000 | $299.0K | 0.01% | +6,000 | New |
| Amica Retiree Medical Trust | 5,994 | $298.0K | 0.37% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,706 | $298.0K | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $298.0K | 0.21% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 5,949 | $296.0K | 0.11% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 5,938 | $295.0K | 0.24% | −10−0.2% | Reduced |
| Blueprint Investment Partners LLC | 5,934 | $295.0K | 0.08% | +906+18.0% | Added |
| Aries Wealth Management | 5,287 | $294.0K | 0.13% | +60+1.1% | Added |
| Independence Bank of Kentucky | 5,905 | $294.0K | 0.14% | +5,905 | New |
| Sawyer & Company, Inc | 5,810 | $289.0K | 0.16% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,800 | $289.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 5,799 | $289.0K | 0.01% | +934+19.2% | Added |
| Private Asset Management Inc | 5,750 | $286.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,718 | $285.0K | 0.03% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 5,700 | $284.0K | 0.07% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,701 | $283.0K | 0.13% | +53+0.9% | Added |
| Northeast Investment Management | 5,674 | $282.0K | 0.02% | 00.0% | Unchanged |
| Cadinha & Co LLC | 5,645 | $281.0K | 0.09% | −272,512−98.0% | Reduced |
| Single Point Partners, LLC | 5,641 | $281.0K | 0.08% | +5,641 | New |
| Kenfarb & Co. | 5,600 | $279.0K | 0.27% | −500−8.2% | Reduced |
| Lafayette Investments, Inc. | 5,582 | $278.0K | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,563 | $277.0K | 0.04% | −334−5.7% | Reduced |
| Principal Street Partners, LLC | 5,574 | $277.0K | 0.07% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 5,543 | $276.0K | 0.19% | −272−4.7% | Reduced |
| Harbour Investments, Inc. | 5,269 | $276.0K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 5,466 | $275.0K | 0.01% | +880+19.2% | Added |
| Northcape Wealth Management, LLC | 5,515 | $274.0K | 0.10% | +5,515 | New |
| Bartlett & Co. LLC | 5,484 | $273.0K | 0.01% | +101+1.9% | Added |
| Bartlett & Co. Wealth Management LLC | 5,484 | $272.9K | 0.01% | +101+1.9% | Added |
| Principle Wealth Partners LLC | 5,746 | $272.0K | 0.04% | +270+4.9% | Added |
| Southeast Asset Advisors Inc. | 5,413 | $269.0K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 5,359 | $267.0K | 0.00% | −469−8.0% | Reduced |
| Wulff, Hansen & Co. | 5,369 | $267.0K | 0.33% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,359 | $267.0K | 0.15% | +219+4.3% | Added |
| Naples Global Advisors, LLC | 5,344 | $266.0K | 0.04% | −200−3.6% | Reduced |
| XR Securities LLC | 5,337 | $266.0K | 0.25% | +5,337 | New |
| Greenfield Savings Bank | 5,313 | $264.0K | 0.19% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,301 | $264.0K | 0.09% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,304 | $264.0K | 0.21% | +89+1.7% | Added |
| Blue Chip Partners, Inc. | 5,283 | $263.0K | 0.04% | +123+2.4% | Added |
| Paragon Capital Management LLC | 5,231 | $260.0K | 0.17% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 5,204 | $259.0K | 0.11% | −23,850−82.1% | Reduced |
| Tevis Investment Management | 5,203 | $259.0K | 0.25% | +724+16.2% | Added |
| Confluence Wealth Services, Inc. | 5,168 | $257.0K | 0.11% | −927−15.2% | Reduced |
| FirstPurpose Wealth LLC | 5,145 | $256.0K | 0.17% | +341+7.1% | Added |
| Lincoln National Corp | 5,143 | $256.0K | 0.01% | +484+10.4% | Added |
| Woodward Diversified Capital, LLC | 5,121 | $255.0K | 0.21% | −1,136−18.2% | Reduced |