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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.

Institutional holdersQ4 2022: 1,185 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ4 2022: $15.9B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q3 2022.

Institutions holding SHEL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Loring Wolcott & Coolidge Fiduciary Advisors LLP0$00.00%−22,686−100.0%Sold out
Verdad Advisers, LP0$00.00%−20,000−100.0%Sold out
P.A.W. Capital Corp0$00.00%−18,000−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−17,300−100.0%Sold out
Telemetry Investments, L.L.C.0$00.00%−12,000−100.0%Sold out
Financial Engines Advisors L.L.C.0$00.00%−11,825−100.0%Sold out
Donoghue Forlines LLC0$00.00%−11,371−100.0%Sold out
HAP Trading, LLC0$00.00%−11,353−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−10,670−100.0%Sold out
Seven Eight Capital, LP0$00.00%−9,438−100.0%Sold out
Aaron Wealth Advisors0$00.00%−8,214−100.0%Sold out
Berkshire Asset Management LLC0$00.00%−7,328−100.0%Sold out
Northcape Wealth Management, LLC0$00.00%−5,515−100.0%Sold out
Wulff, Hansen & Co.0$00.00%−5,369−100.0%Sold out
XR Securities LLC0$00.00%−5,337−100.0%Sold out
FirstPurpose Wealth LLC0$00.00%−5,145−100.0%Sold out
Quilter Plc0$00.00%−4,446−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,880−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−4,764−100.0%Sold out
IHT Wealth Management, LLC0$00.00%−4,732−100.0%Sold out
Symphony Financial, Ltd. Co.0$00.00%−4,351−100.0%Sold out
Clarity Financial LLC0$00.00%−4,340−100.0%Sold out
Transcend Wealth Collective, LLC0$00.00%−4,315−100.0%Sold out
Mutual Advisors, LLC0$00.00%−4,243−100.0%Sold out
EPG Wealth Management LLC0$00.00%−4,243−100.0%Sold out
Summit X, LLC0$00.00%−4,145−100.0%Sold out
US Financial Advisors, LLC0$00.00%−4,019−100.0%Sold out
Castle Wealth Management LLC0$00.00%−2,121−100.0%Sold out
Turim 21 Investimentos Ltda.0$00.00%−1,870−100.0%Sold out
Disciplined Equity Management, Inc.0$00.00%−1,730−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−1,618−100.0%Sold out
West Bancorporation Inc0$00.00%−1,210−100.0%Sold out
Transamerica Financial Advisors, Inc.0$00.00%−1,184−100.0%Sold out
Selective Wealth Management, Inc.0$00.00%−771−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−773−100.0%Sold out
Standard Family Office LLC0$00.00%−630−100.0%Sold out
Old Second National Bank of Aurora0$00.00%−600−100.0%Sold out
Householder Group Estate & Retirement Specialist, LLC0$00.00%−432−100.0%Sold out
Orion Capital Management LLC0$00.00%−363−100.0%Sold out
Halpern Financial, Inc.0$00.00%−338−100.0%Sold out
Hartford Financial Management Inc.0$00.00%−250−100.0%Sold out
Ellis Investment Partners, LLC0$00.00%−250−100.0%Sold out
Howe & Rusling Inc0$00.00%−193−100.0%Sold out
Axiom Investment Management LLC0$00.00%−215−100.0%Sold out
Meeder Asset Management Inc0$00.00%−171−100.0%Sold out
Sage Private Wealth Group, LLC0$00.00%−112−100.0%Sold out
CNB Bank0$00.00%−108−100.0%Sold out
Center for Financial Planning, Inc.0$00.00%−80−100.0%Sold out
Bangor Savings Bank0$00.00%−53−100.0%Sold out
Financial Enhancement Group LLC0$00.00%−35−100.0%Sold out
SailingStone Capital Partners LLC0$00.00%−22−100.0%Sold out
Eaton Vance Management––––Not filed
ACG Wealth––––Not filed
Corient Capital Partners, LLC––––Not filed
Covington Capital Management––––Not filed
Roosevelt Investment Group LLC––––Not filed
American Portfolios Advisors––––Not filed
Bluestein R H & Co––––Not filed
CPWM, LLC––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Regentatlantic Capital LLC––––Not filed
Ashfield Capital Partners, LLC––––Not filed
FourThought Financial, LLC––––Not filed
American Research & Management Co.––––Not filed
Spectrum Management Group, LLC––––Not filed
Corsicana & Co.––––Not filed