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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 482 | $28.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 492 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 495 | $28.2K | 0.02% | 00.0% | Unchanged |
| Corrado Advisors, LLC | 533 | $30.4K | 0.02% | +533 | New |
| BerganKDV Wealth Management, LLC | 544 | $31.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 550 | $31.3K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 595 | $33.9K | 0.01% | +595 | New |
| HHM Wealth Advisors, LLC | 612 | $34.9K | 0.01% | −140−18.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 623 | $35.5K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 627 | $35.7K | 0.02% | +627 | New |
| Institutional & Family Asset Management, LLC | 630 | $35.9K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 654 | $37.3K | 0.01% | +5+0.8% | Added |
| First Personal Financial Services | 660 | $37.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 664 | $37.8K | 0.01% | +664 | New |
| Cutler Group LP | 698 | $39.0K | 0.00% | −7,377−91.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 700 | $39.9K | 0.04% | +700 | New |
| Farther Finance Advisors, LLC | 722 | $41.1K | 0.02% | +722 | New |
| Godsey & Gibb Associates | 726 | $41.3K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 737 | $42.0K | 0.02% | +712+2,848.0% | Added |
| Sutton Wealth Advisors Inc. | 738 | $42.0K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $42.7K | 0.03% | 00.0% | Unchanged |
| City State Bank | 780 | $44.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 766 | $44.0K | 0.01% | +263+52.3% | Added |
| First Command Financial Services, Inc. | 766 | $44.0K | 0.01% | +263+52.3% | Added |
| Bollard Group LLC | 788 | $45.0K | 0.00% | +7+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 793 | $45.0K | 0.03% | +279+54.3% | Added |
| Highlander Capital Management, LLC | 800 | $46.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 812 | $46.2K | 0.01% | +2+0.2% | Added |
| Dividend Assets Capital, LLC | 859 | $49.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 845 | $49.0K | 0.04% | +3+0.4% | Added |
| Column Capital Advisors, LLC | 864 | $49.2K | 0.01% | +450+108.7% | Added |
| Piscataqua Savings Bank | 874 | $49.8K | 0.04% | −180−17.1% | Reduced |
| Mondrian Investment Partners LTD | 900 | $51.0K | 0.00% | −129−12.5% | Reduced |
| Win Advisors, Inc | 898 | $51.1K | 0.02% | +91+11.3% | Added |
| CVA Family Office, LLC | 902 | $51.4K | 0.01% | +247+37.7% | Added |
| FinTrust Capital Advisors, LLC | 903 | $51.4K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 915 | $52.1K | 0.00% | +5+0.5% | Added |
| Arcus Capital Partners, LLC | 963 | $54.8K | 0.02% | +963 | New |
| Accel Wealth Management | 968 | $55.1K | 0.03% | 00.0% | Unchanged |
| Motco | 969 | $55.2K | 0.00% | −100−9.4% | Reduced |
| Arcadia Investment Management Corp | 984 | $56.0K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,041 | $59.3K | 0.00% | −3,837−78.7% | Reduced |
| Barrett & Company, Inc. | 1,041 | $59.3K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 1,072 | $61.0K | 0.03% | +1,072 | New |
| Acadian Asset Management LLC | 1,120 | $63.0K | 0.00% | −1,421−55.9% | Reduced |
| Hollencrest Capital Management | 1,121 | $63.8K | 0.01% | +1,121 | New |
| Paradigm Asset Management Co LLC | 1,168 | $66.5K | 0.02% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 1,200 | $68.3K | 0.04% | +1,200 | New |
| Baystate Wealth Management LLC | 1,215 | $69.0K | 0.01% | −181−13.0% | Reduced |
| Princeton Global Asset Management LLC | 1,208 | $69.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,216 | $69.3K | 0.01% | +666+121.1% | Added |
| Global Financial Private Client, LLC | 1,228 | $69.9K | 0.04% | +23+1.9% | Added |
| Old North State Trust, LLC | 1,302 | $74.0K | 0.05% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,300 | $74.0K | 0.05% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 1,300 | $74.0K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 1,331 | $75.8K | 0.00% | +1,331 | New |
| Centennial Bank | 1,345 | $76.6K | 0.04% | +1,345 | New |
| Tradition Wealth Management, LLC | 1,375 | $78.0K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,383 | $78.8K | 0.04% | +1,383 | New |
| Citizens National Bank Trust Department | 1,397 | $80.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 1,423 | $81.0K | 0.03% | +6+0.4% | Added |
| CoreCap Advisors, LLC | 1,450 | $82.6K | 0.01% | +1,450 | New |
| Carmichael Hill & Associates, Inc. | 1,455 | $82.9K | 0.05% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,484 | $84.5K | 0.02% | −249−14.4% | Reduced |
| Salem Investment Counselors Inc | 1,517 | $86.4K | 0.00% | −1,025−40.3% | Reduced |
| Accurate Wealth Management, LLC | 1,490 | $86.8K | 0.03% | +1,490 | New |
| Eagle Bay Advisors LLC | 1,532 | $87.3K | 0.05% | +1+0.1% | Added |
| Clearview Wealth Advisors LLC | 1,535 | $87.4K | 0.07% | +10+0.7% | Added |
| AdvisorNet Financial, Inc | 1,537 | $87.5K | 0.01% | −79−4.9% | Reduced |
| Syverson Strege & Co | 1,541 | $87.7K | 0.04% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,539 | $88.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 1,574 | $89.6K | 0.08% | −236−13.0% | Reduced |
| Laurel Wealth Advisors LLC | 1,581 | $90.0K | 0.02% | +555+54.1% | Added |
| Legacy Bridge, LLC | 1,600 | $91.1K | 0.06% | 00.0% | Unchanged |
| Colonial Trust Co | 1,608 | $91.6K | 0.03% | +1,608 | New |
| AlphaMark Advisors, LLC | 1,643 | $94.0K | 0.05% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,713 | $97.6K | 0.02% | −99−5.5% | Reduced |
| American National Bank | 1,854 | $106.0K | 0.02% | +1,807+3,844.7% | Added |
| Riverview Trust Co | 1,889 | $108.0K | 0.10% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,917 | $109.0K | 0.02% | +1,917 | New |
| Northwest Investment Counselors, LLC | 1,920 | $109.3K | 0.03% | +20+1.1% | Added |
| Bray Capital Advisors | 1,950 | $111.1K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 2,024 | $115.3K | 0.07% | −195−8.8% | Reduced |
| Highline Wealth Partners LLC | 2,088 | $118.9K | 0.09% | 00.0% | Unchanged |
| Citadel Advisors LLC | 2,116 | $120.5K | 0.00% | −1,182,812−99.8% | Reduced |
| Contravisory Investment Management, Inc. | 2,148 | $122.3K | 0.03% | −26−1.2% | Reduced |
| Colonial Trust Advisors | 2,158 | $122.9K | 0.02% | +2,158 | New |
| Pinnacle Bancorp, Inc. | 2,195 | $125.0K | 0.05% | −183−7.7% | Reduced |
| Capital Analysts, LLC | 2,268 | $129.0K | 0.01% | +81+3.7% | Added |
| BDO Wealth Advisors, LLC | 2,308 | $131.4K | 0.02% | −298−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 2,364 | $134.6K | 0.02% | −49−2.0% | Reduced |
| Centaurus Financial, Inc. | 2,366 | $135.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,436 | $139.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 2,455 | $139.8K | 0.03% | +2+0.1% | Added |
| Hexagon Capital Partners LLC | 2,484 | $141.5K | 0.04% | −450−15.3% | Reduced |
| First PREMIER Bank | 2,500 | $142.0K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 2,930 | $145.0K | 0.05% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,592 | $147.6K | 0.01% | +1,568+153.1% | Added |
| Resources Management Corp | 2,590 | $148.0K | 0.02% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,595 | $148.0K | 0.04% | +2,595 | New |