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 |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 2,620 | $149.0K | 0.01% | −700−21.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,651 | $151.0K | 0.02% | +888+50.4% | Added |
| AllSquare Wealth Management LLC | 2,700 | $153.8K | 0.11% | +2,400+800.0% | Added |
| ICA Group Wealth Management, LLC | 2,858 | $162.7K | 0.04% | −5,352−65.2% | Reduced |
| Ancora Advisors, LLC | 2,895 | $165.0K | 0.00% | +1,365+89.2% | Added |
| United Community Bank | 2,976 | $169.5K | 0.16% | −30−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 2,982 | $169.8K | 0.02% | +2,982 | New |
| Washington Trust Advisors, Inc. | 3,028 | $172.4K | 0.02% | −214−6.6% | Reduced |
| JFS Wealth Advisors, LLC | 3,060 | $174.3K | 0.02% | −383−11.1% | Reduced |
| Harbor Investment Advisory, LLC | 3,102 | $176.7K | 0.03% | −836−21.2% | Reduced |
| RFP Financial Group LLC | 3,180 | $181.1K | 0.08% | +3,180 | New |
| Glassman Wealth Services | 3,181 | $181.2K | 0.03% | −62−1.9% | Reduced |
| Tompkins Financial Corp | 3,230 | $184.0K | 0.03% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,250 | $185.1K | 0.09% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3,259 | $185.6K | 0.10% | −52−1.6% | Reduced |
| Trustcore Financial Services, LLC | 3,350 | $190.8K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3,380 | $192.5K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,383 | $192.7K | 0.01% | −505−13.0% | Reduced |
| Tucker Asset Management LLC | 3,447 | $195.3K | 0.06% | +210+6.5% | Added |
| Jones Financial Companies LLLP | 3,518 | $200.0K | 0.00% | +265+8.1% | Added |
| Weinberger Asset Management, Inc | 3,521 | $200.5K | 0.12% | +3,521 | New |
| Mechanics Bank Trust Department | 3,524 | $200.7K | 0.03% | +3,524 | New |
| FMB Wealth Management | 3,536 | $201.4K | 0.26% | +3,536 | New |
| Tufton Capital Management | 3,545 | $201.9K | 0.04% | +3,545 | New |
| Sprott Inc. | 3,550 | $202.2K | 0.02% | +3,550 | New |
| Quadrant Private Wealth Management, LLC | 3,553 | $202.3K | 0.07% | +3,553 | New |
| Delta Asset Management LLC | 3,570 | $203.3K | 0.02% | +3,570 | New |
| Institute for Wealth Management, LLC. | 3,580 | $203.9K | 0.04% | +3,580 | New |
| Financial Management Professionals, Inc. | 3,585 | $204.0K | 0.04% | −835−18.9% | Reduced |
| Regent Investment Management LLC | 3,597 | $205.0K | 0.05% | +3,597 | New |
| Doliver Advisors, LP | 3,625 | $206.4K | 0.07% | +3,625 | New |
| RMR Wealth Builders | 3,638 | $207.2K | 0.05% | +3,638 | New |
| Schaper Benz & Wise Investment Counsel Inc | 3,665 | $208.7K | 0.02% | +3,665 | New |
| Cooper Financial Group | 3,667 | $208.8K | 0.06% | −910−19.9% | Reduced |
| MBE Wealth Management, LLC | 3,678 | $209.5K | 0.14% | +3,678 | New |
| Integrated Investment Consultants, LLC | 3,692 | $210.3K | 0.07% | +3,692 | New |
| Comerica Securities,inc. | 3,704 | $211.0K | 0.02% | +3,704 | New |
| Cullinan Associates Inc | 3,700 | $211.0K | 0.01% | +3,700 | New |
| Hudock, Inc. | 3,710 | $211.3K | 0.07% | −932−20.1% | Reduced |
| Circle Wealth Management, LLC | 3,733 | $212.6K | 0.03% | +3,733 | New |
| GQG Partners LLC | 3,735 | $212.7K | 0.00% | +3,735 | New |
| Outlook Wealth Advisors, LLC | 3,742 | $213.1K | 0.10% | +3,742 | New |
| Boston Trust Walden Corp | 3,748 | $213.4K | 0.00% | +3,748 | New |
| Trinity Legacy Partners, LLC | 3,749 | $213.5K | 0.09% | +3,749 | New |
| Joel Isaacson & Co., LLC | 3,772 | $214.8K | 0.02% | +3,772 | New |
| Goodman Financial Corp | 3,785 | $215.6K | 0.07% | +3,785 | New |
| Cable Hill Partners, LLC | 3,797 | $216.2K | 0.04% | +3,797 | New |
| Holderness Investments Co | 3,805 | $216.7K | 0.09% | +3,805 | New |
| Pekin Hardy Strauss, Inc. | 3,813 | $217.2K | 0.03% | +3,813 | New |
| Essex Savings Bank | 3,844 | $218.9K | 0.08% | +3,844 | New |
| Hamilton Capital, LLC | 3,844 | $218.9K | 0.01% | +3,844 | New |
| TCTC Holdings, LLC | 3,882 | $221.1K | 0.01% | −350−8.3% | Reduced |
| Sax Wealth Advisors, LLC | 3,919 | $223.2K | 0.05% | +3,919 | New |
| Edmond de Rothschild Holding S.A. | 3,925 | $223.5K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,955 | $225.2K | 0.09% | +3,955 | New |
| Family Management Corp | 3,964 | $225.8K | 0.06% | +3,964 | New |
| Coastal Bridge Advisors, LLC | 3,970 | $226.1K | 0.06% | +3,970 | New |
| Ti-Trust, Inc | 3,976 | $226.4K | 0.22% | +3,976 | New |
| Oakworth Capital, Inc. | 3,980 | $226.7K | 0.02% | −1,128−22.1% | Reduced |
| Davis R M Inc | 3,979 | $227.0K | 0.01% | +3,979 | New |
| Intelligence Driven Advisers, LLC | 3,972 | $227.4K | 0.04% | −453−10.2% | Reduced |
| Triasima Portfolio Management inc. | 4,005 | $228.1K | 0.02% | +4,005 | New |
| Obermeyer Wood Investment Counsel, LLLP | 4,010 | $228.4K | 0.02% | +4,010 | New |
| Resonant Capital Advisors, LLC | 4,019 | $228.9K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 4,020 | $228.9K | 0.05% | 00.0% | Unchanged |
| Sepio Capital, LP | 4,047 | $230.5K | 0.02% | +4,047 | New |
| Carnegie Capital Asset Management, LLC | 4,049 | $230.6K | 0.01% | +4,049 | New |
| Foundations Investment Advisors, LLC | 4,053 | $230.8K | 0.01% | +4,053 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,054 | $231.0K | 0.03% | +4,054 | New |
| Marco Investment Management LLC | 4,058 | $231.1K | 0.03% | +28+0.7% | Added |
| RDA Financial Network | 4,073 | $231.9K | 0.12% | +4,073 | New |
| Welch Group, LLC | 4,077 | $232.2K | 0.01% | −2,244−35.5% | Reduced |
| Aptus Capital Advisors, LLC | 4,079 | $232.3K | 0.01% | −20.0% | Reduced |
| Van Cleef Asset Management,Inc | 4,082 | $232.5K | 0.04% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 4,119 | $234.6K | 0.04% | +4,119 | New |
| KLR Investment Advisors, LLC | 4,123 | $234.8K | 0.19% | +4,123 | New |
| Westmount Partners, LLC | 4,125 | $234.9K | 0.12% | +4,125 | New |
| AlphaQ Advisors LLC | 4,132 | $235.3K | 0.20% | +4,132 | New |
| Axxcess Wealth Management, LLC | 4,140 | $235.8K | 0.02% | +4,140 | New |
| Wealth Enhancement Advisory Services, LLC | 4,050 | $236.6K | 0.00% | 00.0% | Unchanged |
| SFMG, LLC | 4,193 | $238.8K | 0.03% | −19−0.5% | Reduced |
| Banque Cantonale Vaudoise | 4,200 | $239.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4,228 | $240.8K | 0.20% | −78−1.8% | Reduced |
| Linscomb & Williams, Inc. | 4,242 | $241.6K | 0.01% | −245−5.5% | Reduced |
| Cubist Systematic Strategies, LLC | 4,244 | $241.7K | 0.00% | −147,713−97.2% | Reduced |
| CRA Financial Services, LLC | 4,255 | $242.3K | 0.08% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $242.6K | 0.03% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,266 | $242.9K | 0.05% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $243.0K | 0.24% | 00.0% | Unchanged |
| McDonald Partners LLC | 4,293 | $244.5K | 0.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,293 | $244.5K | 0.03% | −271−5.9% | Reduced |
| Henshaw Capital LLC | 4,303 | $245.1K | 0.02% | −7,199−62.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 4,303 | $245.1K | 0.00% | −333−7.2% | Reduced |
| Tiedemann Advisors, LLC | 4,318 | $245.9K | 0.01% | +4,318 | New |
| Boston Financial Mangement LLC | 4,330 | $246.6K | 0.01% | +117+2.8% | Added |
| PDS Planning, Inc | 4,334 | $246.8K | 0.04% | −14−0.3% | Reduced |
| DGS Capital Management, LLC | 4,340 | $247.2K | 0.16% | +4,340 | New |
| Indie Asset Partners, LLC | 4,365 | $248.6K | 0.27% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,381 | $249.5K | 0.18% | 00.0% | Unchanged |
| Abacus Planning Group, Inc. | 4,432 | $252.4K | 0.07% | 00.0% | Unchanged |