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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 102,147 | $6.22M | 0.07% | −167−0.2% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 110,407 | $6.29M | 2.51% | +110,407 | New |
| Fifth Third Bancorp | 113,141 | $6.44M | 0.03% | −15,332−11.9% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $6.48M | 1.86% | 00.0% | Unchanged |
| Eagle Global Advisors LLC | 114,469 | $6.52M | 0.45% | −1,152−1.0% | Reduced |
| Bank of Nova Scotia | 114,987 | $6.56M | 0.02% | +2,537+2.3% | Added |
| Woodstock Corp | 118,111 | $6.73M | 0.89% | +6,380+5.7% | Added |
| tru Independence LLC | 118,453 | $6.75M | 2.19% | −9,758−7.6% | Reduced |
| Regency Capital Management Inc. | 120,674 | $6.87M | 7.90% | −5,956−4.7% | Reduced |
| TownSquare Capital, LLC | 120,763 | $6.88M | 0.17% | −2,349−1.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 121,674 | $6.93M | 0.87% | +13,439+12.4% | Added |
| Bragg Financial Advisors, Inc | 122,680 | $6.99M | 0.42% | +7,785+6.8% | Added |
| Captrust Financial Advisors | 122,946 | $7.00M | 0.04% | +22,238+22.1% | Added |
| Leuthold Group, LLC | 123,045 | $7.01M | 0.94% | −2,829−2.2% | Reduced |
| Pinnacle Associates Ltd | 123,199 | $7.02M | 0.15% | −174−0.1% | Reduced |
| Sit Investment Associates Inc | 125,630 | $7.16M | 0.20% | −2,895−2.3% | Reduced |
| Neville Rodie & Shaw Inc | 125,925 | $7.17M | 0.67% | +3,550+2.9% | Added |
| Thornburg Investment Management Inc | 126,561 | $7.21M | 0.12% | +21,591+20.6% | Added |
| SEI Investments Co | 127,985 | $7.29M | 0.02% | −75,489−37.1% | Reduced |
| Baird Financial Group, Inc. | 128,070 | $7.29M | 0.02% | +60,927+90.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,457 | $7.37M | 0.04% | +17,969+16.1% | Added |
| Cerity Partners LLC | 133,324 | $7.60M | 0.05% | +54,636+69.4% | Added |
| Avalon Investment & Advisory | 135,939 | $7.74M | 0.22% | −8,021−5.6% | Reduced |
| Stamos Capital Partners, L.P. | 136,000 | $7.75M | 2.45% | −97,250−41.7% | Reduced |
| Ibex Wealth Advisors | 138,546 | $7.89M | 1.78% | −767−0.6% | Reduced |
| Janney Capital Management LLC | 140,783 | $8.02M | 0.57% | +2,016+1.5% | Added |
| Citigroup Inc | 145,801 | $8.30M | 0.01% | −65,056−30.9% | Reduced |
| Manning & Napier Group, LLC | 147,033 | $8.37M | 0.10% | −4,183−2.8% | Reduced |
| Creative Planning | 147,279 | $8.39M | 0.01% | +11,267+8.3% | Added |
| Edge Capital Group, LLC | 149,847 | $8.53M | 0.60% | +40,830+37.5% | Added |
| Miller Howard Investments Inc | 150,000 | $8.54M | 0.31% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 156,761 | $8.93M | 1.17% | −22,504−12.6% | Reduced |
| Nikko Asset Management Americas, Inc. | 167,297 | $9.52M | 0.14% | −12,798−7.1% | Reduced |
| D.A. Davidson & Co. | 168,345 | $9.58M | 0.11% | −10,375−5.8% | Reduced |
| Allied Investment Advisors, LLC | 169,334 | $9.64M | 3.02% | −1,611−0.9% | Reduced |
| Capital Fund Management S.A. | 170,869 | $9.73M | 0.21% | +28,130+19.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 171,681 | $9.78M | 0.01% | −12,259−6.7% | Reduced |
| Carrhae Capital LLP | 177,005 | $10.1M | 3.22% | +145,039+453.7% | Added |
| Crossmark Global Holdings, Inc. | 179,739 | $10.2M | 0.26% | −28,554−13.7% | Reduced |
| Beach Investment Counsel Inc | 182,429 | $10.4M | 1.30% | +57,210+45.7% | Added |
| Northwestern Mutual Wealth Management Co | 184,473 | $10.5M | 0.02% | +15,574+9.2% | Added |
| Northwest & Ethical Investments L.P. | 185,181 | $10.5M | 0.36% | +40,475+28.0% | Added |
| Scotia Capital Inc. | 185,457 | $10.6M | 0.08% | −6,446−3.4% | Reduced |
| FineMark National Bank & Trust | 187,546 | $10.7M | 0.48% | −560−0.3% | Reduced |
| First Eagle Investment Management, LLC | 187,623 | $10.7M | 0.03% | +55,684+42.2% | Added |
| Thomas White International Ltd | 187,924 | $10.7M | 2.35% | +18,166+10.7% | Added |
| Avantax Advisory Services, Inc. | 189,588 | $10.8M | 0.14% | −2,422−1.3% | Reduced |
| Two Sigma Advisers, LP | 191,060 | $10.9M | 0.03% | −1,114,900−85.4% | Reduced |
| Janney Montgomery Scott LLC | 195,874 | $11.2M | 0.04% | +40,577+26.1% | Added |
| Cohen Klingenstein LLC | 197,338 | $11.2M | 0.57% | −17,422−8.1% | Reduced |
| Tocqueville Asset Management L.P. | 204,469 | $11.6M | 0.22% | −350.0% | Reduced |
| Van Hulzen Asset Management, LLC | 205,761 | $11.7M | 1.35% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 208,090 | $11.9M | 3.03% | +208,090 | New |
| Oppenheimer Asset Management Inc. | 208,948 | $11.9M | 0.19% | −7,608−3.5% | Reduced |
| Gluskin Sheff & Assoc Inc | 441,739 | $12.5M | 0.70% | −177,437−28.7% | Reduced |
| American Assets Investment Management, LLC | 221,000 | $12.6M | 1.46% | +50,000+29.2% | Added |
| M&T Bank Corp | 227,656 | $13.0M | 0.05% | +5,554+2.5% | Added |
| Country Club Bank | 230,332 | $13.1M | 1.14% | −2,525−1.1% | Reduced |
| Employees Retirement System of Texas | 231,312 | $13.2M | 0.19% | −43,717−15.9% | Reduced |
| Yaupon Capital Management LP | 237,750 | $13.5M | 2.44% | +133,900+128.9% | Added |
| Truist Financial Corp | 239,166 | $13.6M | 0.02% | −12,061−4.8% | Reduced |
| Evergreen Capital Management LLC | 240,598 | $13.7M | 0.64% | +3,290+1.4% | Added |
| First Republic Investment Management, Inc. | 248,522 | $14.2M | 0.03% | −6,649−2.6% | Reduced |
| Grandfield & Dodd, LLC | 250,060 | $14.2M | 1.04% | +5,854+2.4% | Added |
| Advisor Group Holdings, Inc. | 253,009 | $14.4M | 0.03% | +11,212+4.6% | Added |
| Anchor Capital Advisors LLC | 254,705 | $14.5M | 0.37% | +12,802+5.3% | Added |
| Mercer Global Advisors Inc | 258,502 | $14.7M | 0.07% | +73,048+39.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,811 | $14.7M | 0.03% | −39,049−13.1% | Reduced |
| Davenport & Co LLC | 266,937 | $15.2M | 0.12% | +1,733+0.7% | Added |
| Fort Washington Investment Advisors Inc | 267,128 | $15.2M | 0.12% | −620−0.2% | Reduced |
| CI Private Wealth, LLC | 267,852 | $15.3M | 0.06% | +267,852 | New |
| Greenwood Gearhart Inc | 268,874 | $15.3M | 2.17% | +6,560+2.5% | Added |
| Pictet Asset Management SA | 272,632 | $15.5M | 0.02% | −395,862−59.2% | Reduced |
| Thomasville National Bank | 275,190 | $15.7M | 1.81% | +1,384+0.5% | Added |
| Susquehanna Fundamental Investments, LLC | 275,696 | $15.7M | 0.27% | −170,193−38.2% | Reduced |
| Logan Capital Management Inc | 279,014 | $15.9M | 0.82% | −14,338−4.9% | Reduced |
| South Dakota Investment Council | 280,502 | $16.0M | 0.36% | −14,400−4.9% | Reduced |
| JBF Capital, Inc. | 285,000 | $16.2M | 4.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 286,130 | $16.3M | 0.04% | −44,350−13.4% | Reduced |
| Mariner, LLC | 296,625 | $16.9M | 0.05% | −2,920−1.0% | Reduced |
| Systrade AG | 300,000 | $17.1M | 14.72% | +300,000 | New |
| Gemsstock Limited | 313,600 | $17.9M | 14.21% | −1,300−0.4% | Reduced |
| Stansberry Asset Management, LLC | 318,727 | $18.2M | 3.75% | +5,342+1.7% | Added |
| Becker Capital Management Inc | 322,152 | $18.3M | 0.85% | +40,887+14.5% | Added |
| Harvest Portfolios Group Inc. | 322,496 | $18.4M | 1.06% | +322,496 | New |
| CIBC World Markets Corp | 333,400 | $19.0M | 0.13% | +333,400 | New |
| Credit Suisse AG | 335,365 | $19.1M | 0.02% | +54,096+19.2% | Added |
| Hikari Power Ltd | 341,900 | $19.5M | 1.91% | 00.0% | Unchanged |
| US Bancorp | 348,186 | $19.8M | 0.04% | −37,624−9.8% | Reduced |
| ExodusPoint Capital Management, LP | 370,094 | $21.1M | 0.33% | +352,869+2,048.6% | Added |
| Foundry Partners, LLC | 384,431 | $21.9M | 1.21% | −111,188−22.4% | Reduced |
| Huber Capital Management LLC | 388,115 | $22.1M | 5.58% | +7,020+1.8% | Added |
| Cantor Fitzgerald, L. P. | 390,777 | $22.3M | 0.48% | +7,548+2.0% | Added |
| Guardian Capital LP | 391,448 | $22.3M | 0.73% | −1,472−0.4% | Reduced |
| Kornitzer Capital Management Inc | 394,339 | $22.5M | 0.45% | −4,355−1.1% | Reduced |
| Qube Research & Technologies Ltd | 411,048 | $23.4M | 0.14% | +411,048 | New |
| Van Eck Associates Corp | 418,250 | $23.8M | 0.06% | −410−0.1% | Reduced |
| Willis Investment Counsel | 421,491 | $24.0M | 1.54% | +92,431+28.1% | Added |
| SIR Capital Management, L.P. | 422,900 | $24.1M | 2.53% | +106,200+33.5% | Added |
| Gabelli Funds LLC | 425,200 | $24.2M | 0.19% | +11,700+2.8% | Added |