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 |
|---|---|---|---|---|---|
| Crocodile Capital Partners GmbH | 426,300 | $24.3M | 19.23% | +426,300 | New |
| Chiron Investment Management, LLC | 431,842 | $24.6M | 5.77% | +41,263+10.6% | Added |
| HighTower Advisors, LLC | 432,645 | $24.6M | 0.06% | +80,094+22.7% | Added |
| Verition Fund Management LLC | 441,643 | $25.2M | 0.49% | −25,825−5.5% | Reduced |
| Nicola Wealth Management Ltd. | 453,600 | $25.8M | 2.62% | +15,100+3.4% | Added |
| Brandes Investment Partners, LP | 455,200 | $25.9M | 0.73% | −350,294−43.5% | Reduced |
| Ci Investments Inc. | 455,933 | $26.0M | 0.13% | +5,641+1.3% | Added |
| American Century Companies Inc | 459,453 | $26.2M | 0.02% | −436,281−48.7% | Reduced |
| TruWealth Advisors, LLC | 460,350 | $26.2M | 2.56% | +6,242+1.4% | Added |
| CIBC World Markets Inc. | 467,727 | $26.6M | 0.10% | +7,822+1.7% | Added |
| Wedge Capital Management L L P | 479,417 | $27.3M | 0.44% | +40,481+9.2% | Added |
| Neuberger Berman Group LLC | 484,040 | $27.5M | 0.03% | +217,432+81.6% | Added |
| Fayez Sarofim & Co | 488,143 | $27.8M | 0.10% | −53,208−9.8% | Reduced |
| LPL Financial LLC | 495,840 | $28.2M | 0.02% | +1,399+0.3% | Added |
| Point72 Asset Management, L.P. | 527,400 | $30.0M | 0.11% | −321,900−37.9% | Reduced |
| Bank of Montreal | 536,213 | $30.5M | 0.02% | −1,024,743−65.6% | Reduced |
| Cambiar Investors LLC | 540,858 | $30.8M | 1.40% | +523,576+3,029.6% | Added |
| Energy Income Partners, LLC | 554,051 | $31.6M | 0.71% | −60,119−9.8% | Reduced |
| Nan Shan Life Insurance Co., Ltd. | 556,310 | $31.7M | 0.87% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 563,211 | $32.1M | 6.29% | −7,408−1.3% | Reduced |
| Jennison Associates LLC | 583,174 | $33.2M | 0.03% | +47,836+8.9% | Added |
| Alyeska Investment Group, L.P. | 668,981 | $38.1M | 0.39% | −356,793−34.8% | Reduced |
| Ameriprise Financial Inc | 695,565 | $39.6M | 0.01% | −561,622−44.7% | Reduced |
| The PNC Financial Services Group, Inc. | 697,128 | $39.7M | 0.04% | −21,272−3.0% | Reduced |
| CIBC Private Wealth Group, LLC | 890,244 | $40.5M | 0.14% | +343,169+62.7% | Added |
| SPX Equities Gestao de Recursos Ltda | 776,092 | $44.2M | 4.95% | −25,159−3.1% | Reduced |
| Russell Investments Group, Ltd. | 791,582 | $45.1M | 0.09% | −44,602−5.3% | Reduced |
| Bank of New York Mellon Corp | 812,712 | $46.3M | 0.01% | −15,509−1.9% | Reduced |
| Raymond James & Associates | 846,014 | $48.2M | 0.04% | +45,296+5.7% | Added |
| Teachers Retirement System of the State of Kentucky | 879,870 | $50.1M | 0.53% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 883,728 | $50.3M | 0.02% | +48,469+5.8% | Added |
| Nuveen Asset Management, LLC | 914,715 | $52.1M | 0.02% | −21,232−2.3% | Reduced |
| PointState Capital LP | 921,334 | $52.5M | 3.59% | +921,334 | New |
| Letko, Brosseau & Associates Inc | 944,167 | $53.8M | 0.97% | −24,670−2.5% | Reduced |
| Equity Investment Corp | 952,931 | $54.3M | 1.83% | +27,276+2.9% | Added |
| Cullen Capital Management LLC | 983,929 | $56.0M | 0.72% | −6,210−0.6% | Reduced |
| Natixis Advisors, L.P. | 1,039,008 | $59.2M | 0.22% | −35,232−3.3% | Reduced |
| Silvercrest Asset Management Group LLC | 1,042,366 | $59.4M | 0.46% | +128,744+14.1% | Added |
| Brandywine Global Investment Management, LLC | 1,058,767 | $60.3M | 0.47% | +59,253+5.9% | Added |
| Macquarie Group Ltd | 1,070,020 | $60.9M | 0.07% | −195,345−15.4% | Reduced |
| Optiver Holding B.V. | 1,071,747 | $61.0M | 3.70% | +953,749+808.3% | Added |
| Boston Partners | 1,102,424 | $62.8M | 0.08% | −57,204−4.9% | Reduced |
| Encompass Capital Advisors LLC | 1,126,230 | $64.1M | 3.52% | +1,126,230 | New |
| Westwood Global Investments, LLC | 1,148,589 | $65.4M | 3.69% | 00.0% | Unchanged |
| Merewether Investment Management, LP | 1,188,716 | $67.7M | 6.61% | +439,398+58.6% | Added |
| Douglas Lane & Associates, LLC | 1,210,757 | $69.0M | 1.15% | −73,093−5.7% | Reduced |
| Envestnet Asset Management Inc | 1,248,178 | $71.1M | 0.04% | +61,737+5.2% | Added |
| UBS Group AG | 1,380,167 | $78.6M | 0.04% | +87,375+6.8% | Added |
| Todd Asset Management LLC | 1,493,193 | $85.0M | 2.07% | +3,704+0.2% | Added |
| Stifel Financial Corp | 1,616,322 | $92.1M | 0.14% | +123,557+8.3% | Added |
| Wolverine Trading, LLC | 1,624,743 | $92.5M | 1.58% | +1,561,880+2,484.6% | Added |
| Invesco Ltd. | 1,734,443 | $98.8M | 0.03% | −47,791−2.7% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $105.8M | 0.11% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,902,177 | $108.3M | 0.54% | +57,799+3.1% | Added |
| Capital Research Global Investors | 2,007,063 | $114.3M | 0.03% | +21,764+1.1% | Added |
| Millennium Management LLC | 2,019,203 | $115.0M | 0.13% | +135,725+7.2% | Added |
| JPMorgan Chase & Co | 2,062,953 | $117.5M | 0.02% | −318,660−13.4% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 2,306,362 | $131.3M | 0.56% | −237,257−9.3% | Reduced |
| Wells Fargo & Company | 2,447,755 | $139.4M | 0.04% | +152,328+6.6% | Added |
| Amundi | 2,366,399 | $139.5M | 0.08% | +1,635,590+223.8% | Added |
| Northern Trust Corp | 2,458,360 | $140.0M | 0.03% | −42,150−1.7% | Reduced |
| Holocene Advisors, LP | 2,501,561 | $142.5M | 0.88% | −194,609−7.2% | Reduced |
| Mackenzie Financial Corp | 2,604,143 | $148.3M | 0.25% | −343,665−11.7% | Reduced |
| Pzena Investment Management LLC | 2,750,063 | $156.6M | 0.69% | −126,403−4.4% | Reduced |
| Harding Loevner LP | 2,835,890 | $161.5M | 0.93% | −219,465−7.2% | Reduced |
| Jane Street Group, LLC | 2,940,326 | $165.4M | 0.31% | +2,549,039+651.4% | Added |
| 40 North Management LLC | 3,150,000 | $179.4M | 9.43% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 3,412,112 | $194.3M | 0.69% | −74,625−2.1% | Reduced |
| Mawer Investment Management Ltd. | 3,692,224 | $210.3M | 1.19% | +479,926+14.9% | Added |
| Royal Bank of Canada | 3,708,143 | $211.2M | 0.06% | −54,538−1.4% | Reduced |
| Pendal Group Limited | 9,686,545 | $272.8M | 2.36% | −1,086,834−10.1% | Reduced |
| Price T Rowe Associates Inc | 4,872,534 | $277.5M | 0.04% | +149,675+3.2% | Added |
| Goldman Sachs Group Inc | 5,116,200 | $291.4M | 0.08% | −251,701−4.7% | Reduced |
| Franklin Resources Inc | 6,232,408 | $354.9M | 0.18% | −244,501−3.8% | Reduced |
| BlackRock Inc. | 6,515,648 | $371.1M | 0.01% | −46,069−0.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 6,712,913 | $382.3M | 1.47% | −303,369−4.3% | Reduced |
| Bank of America Corp | 6,775,848 | $385.9M | 0.05% | −16,953−0.2% | Reduced |
| Orbis Allan Gray Ltd | 6,902,648 | $393.1M | 3.12% | −4,321,192−38.5% | Reduced |
| Wellington Management Group LLP | 8,462,630 | $481.9M | 0.10% | −1,033,180−10.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 9,039,456 | $514.8M | 0.72% | −2,882,560−24.2% | Reduced |
| Morgan Stanley | 9,505,023 | $541.3M | 0.06% | +701,043+8.0% | Added |
| Norges Bank | 11,555,241 | $658.1M | 0.16% | −348,095−2.9% | Reduced |
| FMR LLC | 20,535,304 | $1.17B | 0.12% | −831,514−3.9% | Reduced |
| Fisher Asset Management, LLC | 21,082,914 | $1.20B | 0.81% | +312,570+1.5% | Added |
| Dimensional Fund Advisors LP | 22,060,347 | $1.26B | 0.44% | +1,992,903+9.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −545,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −425,000−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −375,600−100.0% | Sold out |
| Gabalex Capital Management LLC | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −232,680−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −230,395−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −166,975−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −119,000−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −101,581−100.0% | Sold out |
| SAL Trading, LLC | 0 | $0 | 0.00% | −84,900−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −45,303−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −30,525−100.0% | Sold out |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −29,124−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |