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 |
|---|---|---|---|---|---|
| Hallmark Capital Management Inc | 0 | $15 | 0.00% | 0 | New |
| Macroview Investment Management LLC | 8 | $456 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 24 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.59K | 0.00% | +18+180.0% | Added |
| Gould Capital, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 43 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 44 | $2.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $2.79K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 54 | $3.08K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 58 | $3.30K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 72 | $4.00K | 0.00% | −8−10.0% | Reduced |
| Winch Advisory Services, LLC | 64 | $4.00K | 0.00% | +1+1.6% | Added |
| Eukles Asset Management | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 72 | $4.10K | 0.00% | −36−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 75 | $4.27K | 0.00% | −533−87.7% | Reduced |
| Affiance Financial, LLC | 83 | $4.73K | 0.00% | +83 | New |
| Sofos Investments, Inc. | 57 | $4.74K | 0.05% | +7+14.0% | Added |
| Fortis Capital Advisors, LLC | 93 | $5.30K | 0.00% | +93 | New |
| Blume Capital Management, Inc. | 100 | $5.70K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $5.70K | 0.00% | +100 | New |
| Red Tortoise LLC | 100 | $5.70K | 0.00% | +100 | New |
| MB, Levis & Associates, LLC | 100 | $5.70K | 0.00% | +100 | New |
| PSI Advisors, LLC | 102 | $5.81K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 112 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 140 | $6.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 140 | $8.00K | 0.00% | +140 | New |
| Global Trust Asset Management, LLC | 150 | $8.54K | 0.00% | 00.0% | Unchanged |
| WJ Interests, LLC | 156 | $8.88K | 0.01% | +156 | New |
| Pacifica Partners Inc. | 155 | $8.98K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 155 | $9.00K | 0.02% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 94,575 | $9.39K | 0.00% | +94,575 | New |
| JJJ Advisors Inc. | 183 | $10.9K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 198 | $11.0K | 0.04% | 00.0% | Unchanged |
| First National Bank of South Miami | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $11.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 203 | $11.6K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 203 | $11.6K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 205 | $11.7K | 0.00% | +102+99.0% | Added |
| Private Ocean, LLC | 207 | $11.8K | 0.00% | −2,012−90.7% | Reduced |
| Truvestments Capital LLC | 207 | $11.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 216 | $12.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 217 | $12.4K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 228 | $13.0K | 0.01% | +228 | New |
| Carolinas Wealth Consulting LLC | 229 | $13.0K | 0.00% | +79+52.7% | Added |
| Central Bank & Trust Co | 230 | $13.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 238 | $13.6K | 0.00% | +238 | New |
| Newbridge Financial Services Group, Inc. | 250 | $14.2K | 0.01% | −132−34.6% | Reduced |
| Cornerstone Planning Group LLC | 242 | $14.3K | 0.01% | +242 | New |
| Allspring Global Investments Holdings, LLC | 260 | $14.8K | 0.00% | −256−49.6% | Reduced |
| PFG Private Wealth Management, LLC | 264 | $15.0K | 0.01% | +14+5.6% | Added |
| Atticus Wealth Management, LLC | 275 | $15.7K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 278 | $15.8K | 0.01% | +2+0.7% | Added |
| Centerpoint Advisors, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $17.0K | 0.02% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 300 | $17.1K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $17.1K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 301 | $17.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 302 | $17.2K | 0.00% | −215−41.6% | Reduced |
| McIlrath & Eck, LLC | 303 | $17.3K | 0.00% | −935−75.5% | Reduced |
| HighMark Wealth Management LLC | 309 | $17.6K | 0.01% | +22+7.7% | Added |
| Hoese & Co LLP | 300 | $18.0K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 310 | $18.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 319 | $18.2K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 324 | $18.5K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 327 | $18.6K | 0.02% | +327 | New |
| Plante Moran Financial Advisors, LLC | 328 | $18.7K | 0.00% | +3+0.9% | Added |
| Nisa Investment Advisors, LLC | 327 | $19.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 336 | $19.1K | 0.01% | +200+147.1% | Added |
| New England Capital Financial Advisors LLC | 338 | $19.9K | 0.01% | +338 | New |
| Front Row Advisors LLC | 356 | $20.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 429 | $21.3K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 378 | $21.5K | 0.02% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 380 | $22.0K | 0.01% | +2+0.5% | Added |
| Beaird Harris Wealth Management, LLC | 394 | $22.4K | 0.00% | +385+4,277.8% | Added |
| Community Bank, N.A. | 396 | $22.6K | 0.00% | +40+11.2% | Added |
| Optimum Investment Advisors | 400 | $22.8K | 0.01% | −500−55.6% | Reduced |
| GHP Investment Advisors, Inc. | 400 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $22.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 405 | $23.0K | 0.02% | +405 | New |
| Mendota Financial Group, LLC | 415 | $23.6K | 0.03% | +415 | New |
| Lee Financial Co | 417 | $23.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 420 | $23.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 430 | $24.5K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 432 | $24.6K | 0.01% | −900−67.6% | Reduced |
| Concorde Financial Corp | 500 | $24.9K | 0.02% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 440 | $25.1K | 0.01% | +440 | New |
| JNBA Financial Advisors | 455 | $25.9K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 470 | $26.8K | 0.02% | +470 | New |
| Creative Financial Designs Inc | 483 | $27.5K | 0.00% | +4+0.8% | Added |
| Founders Capital Management | 500 | $28.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 490 | $28.0K | 0.02% | −20−3.9% | Reduced |