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, Q4 2022
Institutional positions in Shell plc as of Dec 31, 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
- 1,185
- +101 vs. Q3 2022
- Shares held
- 285.3M
- −5.29M (−1.8%) vs. Q3 2022
- Total value
- $15.9B
- +$1.70B (+12.0%) vs. Q3 2022
- New holders
- 167
- 364 more added
- Sold out
- 66
- 418 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 22,060,347 | $1.26B | 0.44% | +1,992,903+9.9% | Added |
| Fisher Asset Management, LLC | 21,082,914 | $1.20B | 0.81% | +312,570+1.5% | Added |
| FMR LLC | 20,535,304 | $1.17B | 0.12% | −831,514−3.9% | Reduced |
| Norges Bank | 11,555,241 | $658.1M | 0.16% | −348,095−2.9% | Reduced |
| Morgan Stanley | 9,505,023 | $541.3M | 0.06% | +701,043+8.0% | Added |
| Arrowstreet Capital, Limited Partnership | 9,039,456 | $514.8M | 0.72% | −2,882,560−24.2% | Reduced |
| Wellington Management Group LLP | 8,462,630 | $481.9M | 0.10% | −1,033,180−10.9% | Reduced |
| Orbis Allan Gray Ltd | 6,902,648 | $393.1M | 3.12% | −4,321,192−38.5% | Reduced |
| Bank of America Corp | 6,775,848 | $385.9M | 0.05% | −16,953−0.2% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,712,913 | $382.3M | 1.47% | −303,369−4.3% | Reduced |
| BlackRock Inc. | 6,515,648 | $371.1M | 0.01% | −46,069−0.7% | Reduced |
| Franklin Resources Inc | 6,232,408 | $354.9M | 0.18% | −244,501−3.8% | Reduced |
| Goldman Sachs Group Inc | 5,116,200 | $291.4M | 0.08% | −251,701−4.7% | Reduced |
| Price T Rowe Associates Inc | 4,872,534 | $277.5M | 0.04% | +149,675+3.2% | Added |
| Pendal Group Limited | 9,686,545 | $272.8M | 2.36% | −1,086,834−10.1% | Reduced |
| Royal Bank of Canada | 3,708,143 | $211.2M | 0.06% | −54,538−1.4% | Reduced |
| Mawer Investment Management Ltd. | 3,692,224 | $210.3M | 1.19% | +479,926+14.9% | Added |
| Lord, Abbett & Co. LLC | 3,412,112 | $194.3M | 0.69% | −74,625−2.1% | Reduced |
| 40 North Management LLC | 3,150,000 | $179.4M | 9.43% | 00.0% | Unchanged |
| Jane Street Group, LLC | 2,940,326 | $165.4M | 0.31% | +2,549,039+651.4% | Added |
| Harding Loevner LP | 2,835,890 | $161.5M | 0.93% | −219,465−7.2% | Reduced |
| Pzena Investment Management LLC | 2,750,063 | $156.6M | 0.69% | −126,403−4.4% | Reduced |
| Mackenzie Financial Corp | 2,604,143 | $148.3M | 0.25% | −343,665−11.7% | Reduced |
| Holocene Advisors, LP | 2,501,561 | $142.5M | 0.88% | −194,609−7.2% | Reduced |
| Northern Trust Corp | 2,458,360 | $140.0M | 0.03% | −42,150−1.7% | Reduced |
| Amundi | 2,366,399 | $139.5M | 0.08% | +1,635,590+223.8% | Added |
| Wells Fargo & Company | 2,447,755 | $139.4M | 0.04% | +152,328+6.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,306,362 | $131.3M | 0.56% | −237,257−9.3% | Reduced |
| JPMorgan Chase & Co | 2,062,953 | $117.5M | 0.02% | −318,660−13.4% | Reduced |
| Millennium Management LLC | 2,019,203 | $115.0M | 0.13% | +135,725+7.2% | Added |
| Capital Research Global Investors | 2,007,063 | $114.3M | 0.03% | +21,764+1.1% | Added |
| Rockefeller Capital Management L.P. | 1,902,177 | $108.3M | 0.54% | +57,799+3.1% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $105.8M | 0.11% | 00.0% | Unchanged |
| Invesco Ltd. | 1,734,443 | $98.8M | 0.03% | −47,791−2.7% | Reduced |
| Wolverine Trading, LLC | 1,624,743 | $92.5M | 1.58% | +1,561,880+2,484.6% | Added |
| Stifel Financial Corp | 1,616,322 | $92.1M | 0.14% | +123,557+8.3% | Added |
| Todd Asset Management LLC | 1,493,193 | $85.0M | 2.07% | +3,704+0.2% | Added |
| UBS Group AG | 1,380,167 | $78.6M | 0.04% | +87,375+6.8% | Added |
| Envestnet Asset Management Inc | 1,248,178 | $71.1M | 0.04% | +61,737+5.2% | Added |
| Douglas Lane & Associates, LLC | 1,210,757 | $69.0M | 1.15% | −73,093−5.7% | Reduced |
| Merewether Investment Management, LP | 1,188,716 | $67.7M | 6.61% | +439,398+58.6% | Added |
| Westwood Global Investments, LLC | 1,148,589 | $65.4M | 3.69% | 00.0% | Unchanged |
| Encompass Capital Advisors LLC | 1,126,230 | $64.1M | 3.52% | +1,126,230 | New |
| Boston Partners | 1,102,424 | $62.8M | 0.08% | −57,204−4.9% | Reduced |
| Optiver Holding B.V. | 1,071,747 | $61.0M | 3.70% | +953,749+808.3% | Added |
| Macquarie Group Ltd | 1,070,020 | $60.9M | 0.07% | −195,345−15.4% | Reduced |
| Brandywine Global Investment Management, LLC | 1,058,767 | $60.3M | 0.47% | +59,253+5.9% | Added |
| Silvercrest Asset Management Group LLC | 1,042,366 | $59.4M | 0.46% | +128,744+14.1% | Added |
| Natixis Advisors, L.P. | 1,039,008 | $59.2M | 0.22% | −35,232−3.3% | Reduced |
| Cullen Capital Management LLC | 983,929 | $56.0M | 0.72% | −6,210−0.6% | Reduced |
| Equity Investment Corp | 952,931 | $54.3M | 1.83% | +27,276+2.9% | Added |
| Letko, Brosseau & Associates Inc | 944,167 | $53.8M | 0.97% | −24,670−2.5% | Reduced |
| PointState Capital LP | 921,334 | $52.5M | 3.59% | +921,334 | New |
| Nuveen Asset Management, LLC | 914,715 | $52.1M | 0.02% | −21,232−2.3% | Reduced |
| Alliancebernstein L.P. | 883,728 | $50.3M | 0.02% | +48,469+5.8% | Added |
| Teachers Retirement System of the State of Kentucky | 879,870 | $50.1M | 0.53% | 00.0% | Unchanged |
| Raymond James & Associates | 846,014 | $48.2M | 0.04% | +45,296+5.7% | Added |
| Bank of New York Mellon Corp | 812,712 | $46.3M | 0.01% | −15,509−1.9% | Reduced |
| Russell Investments Group, Ltd. | 791,582 | $45.1M | 0.09% | −44,602−5.3% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 776,092 | $44.2M | 4.95% | −25,159−3.1% | Reduced |
| CIBC Private Wealth Group, LLC | 890,244 | $40.5M | 0.14% | +343,169+62.7% | Added |
| The PNC Financial Services Group, Inc. | 697,128 | $39.7M | 0.04% | −21,272−3.0% | Reduced |
| Ameriprise Financial Inc | 695,565 | $39.6M | 0.01% | −561,622−44.7% | Reduced |
| Alyeska Investment Group, L.P. | 668,981 | $38.1M | 0.39% | −356,793−34.8% | Reduced |
| Jennison Associates LLC | 583,174 | $33.2M | 0.03% | +47,836+8.9% | Added |
| Penn Davis McFarland Inc | 563,211 | $32.1M | 6.29% | −7,408−1.3% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $31.7M | 0.87% | 00.0% | Unchanged |
| Energy Income Partners, LLC | 554,051 | $31.6M | 0.71% | −60,119−9.8% | Reduced |
| Cambiar Investors LLC | 540,858 | $30.8M | 1.40% | +523,576+3,029.6% | Added |
| Bank of Montreal | 536,213 | $30.5M | 0.02% | −1,024,743−65.6% | Reduced |
| Point72 Asset Management, L.P. | 527,400 | $30.0M | 0.11% | −321,900−37.9% | Reduced |
| LPL Financial LLC | 495,840 | $28.2M | 0.02% | +1,399+0.3% | Added |
| Fayez Sarofim & Co | 488,143 | $27.8M | 0.10% | −53,208−9.8% | Reduced |
| Neuberger Berman Group LLC | 484,040 | $27.5M | 0.03% | +217,432+81.6% | Added |
| Wedge Capital Management L L P | 479,417 | $27.3M | 0.44% | +40,481+9.2% | Added |
| CIBC World Markets Inc. | 467,727 | $26.6M | 0.10% | +7,822+1.7% | Added |
| TruWealth Advisors, LLC | 460,350 | $26.2M | 2.56% | +6,242+1.4% | Added |
| American Century Companies Inc | 459,453 | $26.2M | 0.02% | −436,281−48.7% | Reduced |
| Ci Investments Inc. | 455,933 | $26.0M | 0.13% | +5,641+1.3% | Added |
| Brandes Investment Partners, LP | 455,200 | $25.9M | 0.73% | −350,294−43.5% | Reduced |
| Nicola Wealth Management Ltd. | 453,600 | $25.8M | 2.62% | +15,100+3.4% | Added |
| Verition Fund Management LLC | 441,643 | $25.2M | 0.49% | −25,825−5.5% | Reduced |
| HighTower Advisors, LLC | 432,645 | $24.6M | 0.06% | +80,094+22.7% | Added |
| Chiron Investment Management, LLC | 431,842 | $24.6M | 5.77% | +41,263+10.6% | Added |
| Crocodile Capital Partners GmbH | 426,300 | $24.3M | 19.23% | +426,300 | New |
| Gabelli Funds LLC | 425,200 | $24.2M | 0.19% | +11,700+2.8% | Added |
| SIR Capital Management, L.P. | 422,900 | $24.1M | 2.53% | +106,200+33.5% | Added |
| Willis Investment Counsel | 421,491 | $24.0M | 1.54% | +92,431+28.1% | Added |
| Van Eck Associates Corp | 418,250 | $23.8M | 0.06% | −410−0.1% | Reduced |
| Qube Research & Technologies Ltd | 411,048 | $23.4M | 0.14% | +411,048 | New |
| Kornitzer Capital Management Inc | 394,339 | $22.5M | 0.45% | −4,355−1.1% | Reduced |
| Guardian Capital LP | 391,448 | $22.3M | 0.73% | −1,472−0.4% | Reduced |
| Cantor Fitzgerald, L. P. | 390,777 | $22.3M | 0.48% | +7,548+2.0% | Added |
| Huber Capital Management LLC | 388,115 | $22.1M | 5.58% | +7,020+1.8% | Added |
| Foundry Partners, LLC | 384,431 | $21.9M | 1.21% | −111,188−22.4% | Reduced |
| ExodusPoint Capital Management, LP | 370,094 | $21.1M | 0.33% | +352,869+2,048.6% | Added |
| US Bancorp | 348,186 | $19.8M | 0.04% | −37,624−9.8% | Reduced |
| Hikari Power Ltd | 341,900 | $19.5M | 1.91% | 00.0% | Unchanged |
| Credit Suisse AG | 335,365 | $19.1M | 0.02% | +54,096+19.2% | Added |
| CIBC World Markets Corp | 333,400 | $19.0M | 0.13% | +333,400 | New |