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 |
|---|---|---|---|---|---|
| Oakworth Capital, Inc. | 5,108 | $255.0K | 0.03% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,067 | $254.0K | 0.00% | +1,130+28.7% | Added |
| Apeiron RIA LLC | 5,076 | $253.0K | 0.12% | −50−1.0% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,049 | $251.0K | 0.07% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,958 | $247.0K | 0.02% | −1,050−17.5% | Reduced |
| Quilter Plc | 4,446 | $247.0K | 0.01% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 4,938 | $246.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 4,925 | $245.0K | 0.01% | −2,361−32.4% | Reduced |
| City Holding Co | 4,909 | $244.0K | 0.05% | −583−10.6% | Reduced |
| Keel Point, LLC | 4,901 | $244.0K | 0.04% | +432+9.7% | Added |
| Mattern Wealth Management LLC | 4,900 | $244.0K | 0.10% | +500+11.4% | Added |
| Ballew Advisors, Inc | 4,744 | $243.0K | 0.22% | +4+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 4,878 | $243.0K | 0.02% | +2,837+139.0% | Added |
| Fox Run Management, L.L.C. | 4,880 | $243.0K | 0.09% | +4,880 | New |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $242.0K | 0.07% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $241.0K | 0.12% | +53+1.1% | Added |
| Glen Eagle Advisors, LLC | 4,832 | $240.4K | 0.07% | +443+10.1% | Added |
| Silverlake Wealth Management LLC | 4,821 | $239.9K | 0.16% | 00.0% | Unchanged |
| Brave Asset Management Inc | 4,800 | $239.0K | 0.12% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,778 | $238.0K | 0.06% | −279−5.5% | Reduced |
| J. W. Coons Advisors, LLC | 4,774 | $238.0K | 0.09% | −10.0% | Reduced |
| Modera Wealth Management, LLC | 4,792 | $238.0K | 0.01% | +241+5.3% | Added |
| Blue Barn Wealth, LLC | 4,793 | $238.0K | 0.17% | +852+21.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 4,764 | $237.0K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 4,727 | $235.0K | 0.06% | +336+7.7% | Added |
| Intrust Bank NA | 4,704 | $235.0K | 0.04% | +4,704 | New |
| IHT Wealth Management, LLC | 4,732 | $235.0K | 0.02% | +4,732 | New |
| Chicago Capital, LLC | 4,701 | $234.0K | 0.01% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 4,693 | $233.0K | 0.16% | +100+2.2% | Added |
| Granite Investment Partners, LLC | 4,655 | $232.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 4,636 | $231.0K | 0.00% | −721−13.5% | Reduced |
| Hudock, Inc. | 4,642 | $231.0K | 0.08% | +41+0.9% | Added |
| Retirement Guys Formula LLC | 4,190 | $230.0K | 0.24% | +4,190 | New |
| Intelligence Driven Advisers, LLC | 4,425 | $229.0K | 0.05% | +4,425 | New |
| Cooper Financial Group | 4,577 | $228.0K | 0.08% | −1,184−20.6% | Reduced |
| Alliance Wealth Advisors, LLC | 4,563 | $227.0K | 0.21% | +20.0% | Added |
| Good Life Advisors, LLC | 4,564 | $227.0K | 0.03% | +161+3.7% | Added |
| Carret Asset Management, LLC | 4,536 | $226.0K | 0.03% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 4,497 | $224.0K | 0.20% | 00.0% | Unchanged |
| Washington Trust Co | 4,507 | $224.0K | 0.01% | +100+2.3% | Added |
| First Foundation Advisors | 4,502 | $224.0K | 0.01% | +4,502 | New |
| Linscomb & Williams, Inc. | 4,487 | $223.0K | 0.01% | −333−6.9% | Reduced |
| Schroder Investment Management Group | 4,465 | $223.0K | 0.00% | +19+0.4% | Added |
| Wedmont Private Capital | 4,449 | $221.0K | 0.04% | +20.0% | Added |
| Abacus Planning Group, Inc. | 4,432 | $221.0K | 0.07% | +4+0.1% | Added |
| Merit Financial Group, LLC | 4,419 | $220.0K | 0.01% | −325−6.9% | Reduced |
| Financial Management Professionals, Inc. | 4,420 | $220.0K | 0.05% | +1,170+36.0% | Added |
| Roman Butler Fullerton & Co | 4,348 | $219.0K | 0.14% | +15+0.3% | Added |
| Ropes Wealth Advisors LLC | 4,379 | $218.0K | 0.05% | −200−4.4% | Reduced |
| Symphony Financial, Ltd. Co. | 4,351 | $218.0K | 0.07% | +5+0.1% | Added |
| Planned Solutions, Inc. | 4,381 | $218.0K | 0.19% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,365 | $217.0K | 0.22% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,348 | $216.0K | 0.04% | +97+2.3% | Added |
| Global Retirement Partners, LLC | 3,888 | $216.0K | 0.02% | −35−0.9% | Reduced |
| Eads & Heald Wealth Management | 4,339 | $216.0K | 0.12% | +4,339 | New |
| Clarity Financial LLC | 4,340 | $216.0K | 0.05% | +4,340 | New |
| Transcend Wealth Collective, LLC | 4,315 | $215.0K | 0.02% | +4,315 | New |
| McDonald Partners LLC | 4,293 | $214.0K | 0.08% | −18,313−81.0% | Reduced |
| Wealth Quarterback LLC | 4,306 | $214.0K | 0.23% | −32−0.7% | Reduced |
| Gladstone Institutional Advisory LLC | 4,277 | $213.0K | 0.02% | +337+8.6% | Added |
| Avestar Capital, LLC | 4,266 | $212.0K | 0.06% | −4,340−50.4% | Reduced |
| Titleist Asset Management, Ltd. | 4,261 | $212.0K | 0.05% | −437−9.3% | Reduced |
| Green Square Capital Advisors LLC | 4,260 | $212.0K | 0.04% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $212.0K | 0.23% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,255 | $212.0K | 0.08% | 00.0% | Unchanged |
| SFMG, LLC | 4,212 | $212.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,197 | $212.0K | 0.01% | +100+2.4% | Added |
| TCTC Holdings, LLC | 4,232 | $211.0K | 0.01% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 4,243 | $211.0K | 0.09% | +19+0.4% | Added |
| Brighton Jones LLC | 4,250 | $211.0K | 0.01% | +4,250 | New |
| Mutual Advisors, LLC | 4,243 | $211.0K | 0.01% | +4,243 | New |
| Boston Financial Mangement LLC | 4,213 | $210.0K | 0.01% | −600−12.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,050 | $210.0K | 0.00% | +4,050 | New |
| Orion Portfolio Solutions, LLC | 4,192 | $209.0K | 0.01% | −202−4.6% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $209.0K | 0.01% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 4,180 | $208.0K | 0.02% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 4,081 | $204.0K | 0.01% | +4,081 | New |
| Summit X, LLC | 4,145 | $204.0K | 0.06% | +4,145 | New |
| Personal Cfo Solutions, LLC | 4,080 | $203.0K | 0.05% | −530−11.5% | Reduced |
| Van Cleef Asset Management,Inc | 4,082 | $203.0K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4,051 | $202.0K | 0.02% | −43−1.1% | Reduced |
| Marco Investment Management LLC | 4,030 | $201.0K | 0.03% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,030 | $201.0K | 0.10% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 4,032 | $201.0K | 0.02% | +4,032 | New |
| US Financial Advisors, LLC | 4,019 | $200.0K | 0.11% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $200.0K | 0.04% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,019 | $200.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,938 | $196.0K | 0.03% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,925 | $195.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,872 | $193.0K | 0.01% | −36−0.9% | Reduced |
| Tucker Asset Management LLC | 3,237 | $180.1K | 0.06% | +875+37.0% | Added |
| JFS Wealth Advisors, LLC | 3,443 | $171.0K | 0.02% | +313+10.0% | Added |
| Stonebridge Capital Advisors LLC | 3,380 | $168.0K | 0.02% | +46+1.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 3,355 | $167.0K | 0.00% | −528−13.6% | Reduced |
| Trustcore Financial Services, LLC | 3,350 | $167.0K | 0.02% | −221−6.2% | Reduced |
| Vigilant Capital Management, LLC | 3,320 | $165.0K | 0.02% | +320+10.7% | Added |
| Horan Securities, Inc. | 3,311 | $165.0K | 0.10% | +247+8.1% | Added |
| Jones Financial Companies LLLP | 3,253 | $162.0K | 0.00% | +4+0.1% | Added |
| Peoples Financial Services Corp. | 3,250 | $162.0K | 0.08% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,242 | $161.0K | 0.02% | −617−16.0% | Reduced |