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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 47,018 | $2.66M | 0.11% | −212,597−81.9% | Reduced |
| GM Advisory Group, Inc. | 46,990 | $2.68M | 0.29% | −5,600−10.6% | Reduced |
| Shay Capital LLC | 47,500 | $2.71M | 1.65% | +47,500 | New |
| Brown Advisory Inc | 48,170 | $2.74M | 0.01% | −3,893−7.5% | Reduced |
| Regions Financial Corp | 48,217 | $2.75M | 0.03% | +372+0.8% | Added |
| XY Capital Ltd | 48,275 | $2.75M | 2.25% | +48,275 | New |
| JCIC Asset Management Inc. | 48,445 | $2.76M | 1.37% | −1,220−2.5% | Reduced |
| Kanawha Capital Management LLC | 48,577 | $2.77M | 0.27% | −513−1.0% | Reduced |
| Credential Qtrade Securities Inc. | 48,808 | $2.78M | 0.20% | +12,824+35.6% | Added |
| Marble Harbor Investment Counsel, LLC | 48,995 | $2.79M | 0.38% | +4,100+9.1% | Added |
| SeaCrest Wealth Management, LLC | 49,463 | $2.82M | 0.40% | −2,039−4.0% | Reduced |
| Amica Mutual Insurance Co | 49,872 | $2.84M | 0.36% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 49,906 | $2.84M | 0.10% | +2,931+6.2% | Added |
| Atria Wealth Solutions, Inc. | 50,878 | $2.90M | 0.05% | +1,814+3.7% | Added |
| JustInvest LLC | 51,482 | $2.93M | 0.12% | +4,232+9.0% | Added |
| Jarislowsky, Fraser Ltd | 51,507 | $2.93M | 0.02% | −2,303−4.3% | Reduced |
| Wetherby Asset Management Inc | 51,511 | $2.93M | 0.19% | +3,953+8.3% | Added |
| Barclays PLC | 52,167 | $2.97M | 0.00% | +1,380+2.7% | Added |
| Veriti Management LLC | 53,592 | $3.05M | 0.40% | +752+1.4% | Added |
| Chicago Trust Co NA | 54,440 | $3.10M | 0.77% | −2,782−4.9% | Reduced |
| Cornerstone Wealth Group, LLC | 54,876 | $3.13M | 0.59% | +977+1.8% | Added |
| Continental Advisors LLC | 55,020 | $3.13M | 2.97% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 55,102 | $3.14M | 0.64% | +8,563+18.4% | Added |
| Concentric Wealth Management, LLC | 55,728 | $3.17M | 1.09% | −350−0.6% | Reduced |
| Brinker Capital Investments, LLC | 55,760 | $3.18M | 0.06% | −7,781−12.2% | Reduced |
| New England Asset Management Inc | 55,980 | $3.19M | 0.06% | −305−0.5% | Reduced |
| Cardinal Capital Management | 56,543 | $3.22M | 0.69% | −439−0.8% | Reduced |
| Bulltick Wealth Management, LLC | 57,494 | $3.27M | 0.94% | −1,964−3.3% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $3.28M | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 57,777 | $3.29M | 0.03% | +13,645+30.9% | Added |
| State Street Corp | 58,129 | $3.31M | 0.00% | −11,576−16.6% | Reduced |
| Bridge Creek Capital Management LLC | 59,072 | $3.36M | 1.31% | −608−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 59,591 | $3.39M | 0.06% | +9,148+18.1% | Added |
| Reik & Co., LLC | 59,582 | $3.39M | 0.98% | −420−0.7% | Reduced |
| Cetera Advisors LLC | 60,117 | $3.42M | 0.06% | −20,495−25.4% | Reduced |
| Bard Financial Services, Inc. | 61,250 | $3.49M | 0.30% | +7,125+13.2% | Added |
| Yousif Capital Management, LLC | 61,481 | $3.50M | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 61,729 | $3.52M | 0.08% | +717+1.2% | Added |
| Beddow Capital Management Inc | 63,390 | $3.61M | 1.85% | +500+0.8% | Added |
| Weatherly Asset Management L. P. | 63,612 | $3.62M | 0.49% | −637−1.0% | Reduced |
| Royce & Associates LP | 64,000 | $3.64M | 0.04% | 00.0% | Unchanged |
| Putnam Investments LLC | 64,300 | $3.66M | 0.01% | 00.0% | Unchanged |
| Richard P Slaughter Associates Inc | 64,558 | $3.68M | 1.17% | +23,880+58.7% | Added |
| Dodge & Cox | 64,646 | $3.68M | 0.00% | −1,675−2.5% | Reduced |
| Madison Asset Management, LLC | 64,774 | $3.69M | 0.06% | −13,154−16.9% | Reduced |
| Atria Investments LLC | 66,004 | $3.76M | 0.08% | −983−1.5% | Reduced |
| Kestra Advisory Services, LLC | 66,578 | $3.79M | 0.03% | −774−1.1% | Reduced |
| MML Investors Services, LLC | 67,292 | $3.83M | 0.03% | +6,189+10.1% | Added |
| Griffin Asset Management, Inc. | 68,396 | $3.90M | 0.59% | +151+0.2% | Added |
| Adage Capital Partners GP, L.L.C. | 70,000 | $3.99M | 0.01% | −515,000−88.0% | Reduced |
| Brookmont Capital Management | 70,485 | $4.01M | 2.47% | +6,526+10.2% | Added |
| Fiduciary Trust Co | 71,426 | $4.07M | 0.08% | −2,168−2.9% | Reduced |
| Voya Investment Management LLC | 71,483 | $4.07M | 0.00% | −8,755−10.9% | Reduced |
| Euro Pacific Asset Management, LLC | 73,272 | $4.17M | 0.95% | −179,511−71.0% | Reduced |
| Cutler Capital Management, LLC | 73,349 | $4.18M | 1.72% | +16,574+29.2% | Added |
| Hedges Asset Management LLC | 73,650 | $4.19M | 3.74% | 00.0% | Unchanged |
| Advocate Group LLC | 74,294 | $4.23M | 0.91% | +9,761+15.1% | Added |
| Peapack Gladstone Financial Corp | 74,825 | $4.26M | 0.08% | −3,503−4.5% | Reduced |
| Integrated Wealth Concepts LLC | 75,066 | $4.28M | 0.12% | −1,108−1.5% | Reduced |
| Brown Brothers Harriman & Co | 77,969 | $4.44M | 0.04% | −1,982−2.5% | Reduced |
| United Capital Financial Advisers, LLC | 78,367 | $4.46M | 0.03% | −2,895−3.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 78,379 | $4.46M | 0.21% | −886−1.1% | Reduced |
| Jackson Square Capital, LLC | 79,387 | $4.52M | 2.13% | −18,906−19.2% | Reduced |
| Cetera Advisor Networks LLC | 79,503 | $4.53M | 0.04% | +22,585+39.7% | Added |
| Viking Fund Management LLC | 80,000 | $4.56M | 0.90% | +24,000+42.9% | Added |
| South State Corp. | 80,232 | $4.57M | 0.42% | +79,368+9,186.1% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.61M | 5.91% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 84,748 | $4.83M | 0.08% | +8,277+10.8% | Added |
| Deutsche Bank AG | 85,526 | $4.87M | 0.00% | −2,917−3.3% | Reduced |
| Stephens Inc | 85,533 | $4.87M | 0.10% | +52,029+155.3% | Added |
| Cullen/Frost Bankers, Inc. | 85,575 | $4.87M | 0.09% | −30,489−26.3% | Reduced |
| Kempner Capital Management Inc. | 86,087 | $4.90M | 2.98% | −563−0.6% | Reduced |
| Azimuth Capital Investment Management LLC | 86,370 | $4.92M | 0.25% | +2,000+2.4% | Added |
| Toroso Investments, LLC | 86,457 | $4.92M | 0.19% | −31,202−26.5% | Reduced |
| Keybank National Association | 86,993 | $4.95M | 0.02% | −4,057−4.5% | Reduced |
| Clearbridge Investments, LLC | 88,574 | $5.04M | 0.00% | −647−0.7% | Reduced |
| Bleakley Financial Group, LLC | 88,851 | $5.06M | 0.18% | +88,851 | New |
| First Trust Advisors LP | 90,634 | $5.16M | 0.01% | −7,385−7.5% | Reduced |
| ARS Wealth Advisors Group, LLC | 90,669 | $5.16M | 0.85% | −338−0.4% | Reduced |
| Exencial Wealth Advisors, LLC | 90,708 | $5.17M | 0.28% | −3,882−4.1% | Reduced |
| Nelson Capital Management, LLC | 92,738 | $5.28M | 1.55% | −1,655−1.8% | Reduced |
| Palogic Value Management, L.P. | 93,326 | $5.31M | 2.77% | +93,326 | New |
| Mirae Asset Global Investments Co., Ltd. | 95,347 | $5.43M | 0.01% | +4,215+4.6% | Added |
| Prospera Financial Services Inc | 96,173 | $5.48M | 0.27% | +11,342+13.4% | Added |
| Trustmark National Bank Trust Department | 96,921 | $5.52M | 0.51% | −8,520−8.1% | Reduced |
| Hohimer Wealth Management, LLC | 98,108 | $5.59M | 1.78% | −2,123−2.1% | Reduced |
| Sandy Spring Bank | 98,262 | $5.60M | 0.33% | −2,418−2.4% | Reduced |
| Eastover Investment Advisors LLC | 102,470 | $5.84M | 3.34% | +1,033+1.0% | Added |
| Glenmede Trust Co NA | 102,650 | $5.85M | 0.03% | +1,119+1.1% | Added |
| Great Lakes Advisors, LLC | 1,006,837 | $5.85M | 0.34% | −33,707−3.2% | Reduced |
| Claret Asset Management Corp | 103,605 | $5.90M | 1.30% | +765+0.7% | Added |
| Lodge Hill Capital, LLC | 105,000 | $5.98M | 2.22% | −80,000−43.2% | Reduced |
| Klingenstein Fields & Co LP | 105,382 | $6.00M | 0.31% | −1,065−1.0% | Reduced |
| Augustine Asset Management Inc | 106,204 | $6.05M | 3.34% | −610−0.6% | Reduced |
| Comerica Bank | 102,174 | $6.07M | 0.05% | +2,486+2.5% | Added |
| Heritage Investors Management Corp | 106,639 | $6.07M | 0.28% | −741−0.7% | Reduced |
| Bokf, NA | 107,345 | $6.11M | 0.11% | +58,584+120.1% | Added |
| Pacer Advisors, Inc. | 108,225 | $6.16M | 0.03% | +49,700+84.9% | Added |
| National Bank of Canada | 108,838 | $6.19M | 0.02% | −1,643−1.5% | Reduced |
| Renaissance Group LLC | 109,243 | $6.22M | 0.31% | −1,608−1.5% | Reduced |