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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 4,447 | $253.3K | 0.12% | +4,447 | New |
| Alliance Wealth Advisors, LLC | 4,465 | $254.3K | 0.21% | −98−2.1% | Reduced |
| Schroder Investment Management Group | 4,473 | $254.7K | 0.00% | +8+0.2% | Added |
| Blue Barn Wealth, LLC | 4,475 | $254.9K | 0.17% | −318−6.6% | Reduced |
| Northstar Advisory Group, LLC | 4,497 | $256.1K | 0.20% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,497 | $256.1K | 0.05% | +417+10.2% | Added |
| Wealthcare Advisory Partners LLC | 4,500 | $256.3K | 0.01% | −8,384−65.1% | Reduced |
| Carret Asset Management, LLC | 4,536 | $258.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,616 | $258.4K | 0.00% | +1,261+37.6% | Added |
| Eads & Heald Wealth Management | 4,549 | $259.0K | 0.13% | +210+4.8% | Added |
| Roman Butler Fullerton & Co | 4,362 | $259.1K | 0.13% | +14+0.3% | Added |
| Chatham Capital Group, Inc. | 4,550 | $259.1K | 0.06% | −1,150−20.2% | Reduced |
| Money Concepts Capital Corp | 4,590 | $261.4K | 0.01% | +4,554+12,650.0% | Added |
| Confluence Wealth Services, Inc. | 4,593 | $261.6K | 0.07% | −575−11.1% | Reduced |
| HM Payson & Co | 4,614 | $262.8K | 0.01% | +2,022+78.0% | Added |
| Icon Wealth Advisors, LLC | 4,625 | $263.4K | 0.03% | +593+14.7% | Added |
| City Holding Co | 4,627 | $263.5K | 0.05% | −282−5.7% | Reduced |
| Capital Advisors Inc | 4,638 | $264.1K | 0.01% | +441+10.5% | Added |
| Wedmont Private Capital | 4,628 | $265.0K | 0.04% | +179+4.0% | Added |
| Granite Investment Partners, LLC | 4,655 | $265.1K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,656 | $265.1K | 0.01% | −136−2.8% | Reduced |
| Bill Few Associates, Inc. | 4,693 | $267.3K | 0.16% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,700 | $267.7K | 0.01% | +4,700 | New |
| Chicago Capital, LLC | 4,701 | $267.7K | 0.01% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,717 | $268.7K | 0.02% | +467+11.0% | Added |
| We Are One Seven, LLC | 4,750 | $270.5K | 0.03% | −345−6.8% | Reduced |
| Axq Capital, LP | 4,762 | $271.2K | 0.19% | +4,762 | New |
| J. W. Coons Advisors, LLC | 4,774 | $271.9K | 0.08% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 4,782 | $272.3K | 0.01% | +4,782 | New |
| Duncker Streett & Co Inc | 4,785 | $272.5K | 0.07% | +7+0.1% | Added |
| Ropes Wealth Advisors LLC | 4,797 | $273.2K | 0.05% | +418+9.5% | Added |
| Brave Asset Management Inc | 4,800 | $273.4K | 0.09% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,815 | $274.2K | 0.15% | +4,815 | New |
| Silverlake Wealth Management LLC | 4,821 | $274.6K | 0.17% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,824 | $274.7K | 0.06% | −1,544−24.2% | Reduced |
| Atlas Brown,Inc. | 4,842 | $275.8K | 0.14% | 00.0% | Unchanged |
| Keel Point, LLC | 4,859 | $276.7K | 0.04% | −42−0.9% | Reduced |
| Washington Trust Co | 4,867 | $277.2K | 0.01% | +360+8.0% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $277.2K | 0.08% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 4,884 | $278.1K | 0.01% | +692+16.5% | Added |
| Gladstone Institutional Advisory LLC | 4,935 | $281.1K | 0.02% | +658+15.4% | Added |
| TCWP LLC | 4,937 | $281.2K | 0.06% | +4,937 | New |
| Thrivent Financial for Lutherans | 4,985 | $282.0K | 0.00% | −82−1.6% | Reduced |
| Patten & Patten Inc | 4,958 | $282.0K | 0.03% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,741 | $282.6K | 0.22% | −3−0.1% | Reduced |
| FORA Capital, LLC | 4,988 | $284.1K | 0.05% | +4,988 | New |
| RBF Capital, LLC | 5,000 | $285.0K | 0.02% | −10,000−66.7% | Reduced |
| Pathstone Family Office, LLC | 19,779 | $285.3K | 0.01% | +12,723+180.3% | Added |
| Apeiron RIA LLC | 5,057 | $288.0K | 0.11% | −19−0.4% | Reduced |
| Cadinha & Co LLC | 5,095 | $290.2K | 0.06% | −550−9.7% | Reduced |
| Moloney Securities Asset Management, LLC | 5,104 | $290.7K | 0.06% | +377+8.0% | Added |
| AFS Financial Group, LLC | 5,106 | $290.8K | 0.21% | +5,106 | New |
| Savant Capital, LLC | 5,323 | $291.5K | 0.01% | +5,323 | New |
| Woodward Diversified Capital, LLC | 5,147 | $293.1K | 0.24% | +26+0.5% | Added |
| Paragon Capital Management LLC | 5,231 | $297.9K | 0.19% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 5,255 | $299.3K | 0.04% | −28−0.5% | Reduced |
| Principal Street Partners, LLC | 5,281 | $300.8K | 0.08% | −293−5.3% | Reduced |
| Naples Global Advisors, LLC | 5,284 | $300.9K | 0.04% | −60−1.1% | Reduced |
| Aries Wealth Management | 5,287 | $301.1K | 0.13% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,301 | $301.9K | 0.09% | 00.0% | Unchanged |
| Greenfield Savings Bank | 5,313 | $302.6K | 0.20% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5,316 | $302.7K | 0.01% | −168−3.1% | Reduced |
| Atlas Capital Advisors LLC | 5,319 | $302.9K | 0.05% | −3,322−38.4% | Reduced |
| Bartlett & Co. LLC | 5,316 | $303.0K | 0.01% | −168−3.1% | Reduced |
| Baron Wealth Management LLC | 5,336 | $303.9K | 0.23% | +5,336 | New |
| Spire Wealth Management | 5,344 | $304.0K | 0.02% | +419+8.5% | Added |
| Sawtooth Solutions, LLC | 5,343 | $304.3K | 0.04% | +5,343 | New |
| Stonebridge Capital Management Inc | 5,366 | $306.0K | 0.15% | −1,750−24.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,379 | $306.3K | 0.15% | +20+0.4% | Added |
| First National Bank of Hutchinson | 5,387 | $306.8K | 0.26% | +83+1.6% | Added |
| Zions Bancorporation, N.A. | 5,389 | $306.9K | 0.02% | +1,338+33.0% | Added |
| Southeast Asset Advisors Inc. | 5,413 | $308.3K | 0.05% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 5,543 | $310.0K | 0.20% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 5,465 | $311.2K | 0.21% | +5,465 | New |
| Tevis Investment Management | 5,470 | $311.5K | 0.33% | +267+5.1% | Added |
| New Republic Capital, LLC | 5,470 | $311.5K | 0.25% | +5,470 | New |
| Titleist Asset Management, Ltd. | 5,473 | $311.7K | 0.07% | +1,212+28.4% | Added |
| Merit Financial Group, LLC | 5,511 | $313.8K | 0.01% | +1,092+24.7% | Added |
| Susquehanna International Securities, Ltd. | 5,536 | $315.3K | 0.23% | +5,536 | New |
| Sawyer & Company, Inc | 5,559 | $317.0K | 0.16% | −251−4.3% | Reduced |
| Lafayette Investments, Inc. | 5,582 | $317.9K | 0.09% | 00.0% | Unchanged |
| Kenfarb & Co. | 5,600 | $318.9K | 0.28% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,600 | $318.9K | 0.13% | +700+14.3% | Added |
| Prudent Man Advisors, LLC | 5,620 | $320.0K | 0.13% | +1,590+39.5% | Added |
| Single Point Partners, LLC | 5,641 | $321.0K | 0.08% | 00.0% | Unchanged |
| Private Asset Management Inc | 5,650 | $322.0K | 0.05% | −100−1.7% | Reduced |
| MBA Advisors LLC | 5,667 | $322.7K | 0.21% | −2,020−26.3% | Reduced |
| Sonora Investment Management Group, LLC | 5,680 | $323.5K | 0.03% | −26−0.5% | Reduced |
| Atlantic Union Bankshares Corp | 5,718 | $325.6K | 0.03% | 00.0% | Unchanged |
| Syntal Capital Partners, LLC | 5,752 | $327.6K | 0.13% | +51+0.9% | Added |
| Caldwell Trust Co | 5,773 | $328.8K | 0.05% | +3,155+120.5% | Added |
| Hardman Johnston Global Advisors LLC | 5,800 | $330.3K | 0.01% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 5,835 | $332.3K | 0.05% | −295−4.8% | Reduced |
| Bridges Investment Management Inc | 5,836 | $332.4K | 0.01% | −400−6.4% | Reduced |
| Harbour Capital Advisors, LLC | 5,955 | $333.4K | 0.11% | −50−0.8% | Reduced |
| Glen Eagle Advisors, LLC | 5,862 | $333.8K | 0.09% | +1,030+21.3% | Added |
| Gallacher Capital Management LLC | 5,875 | $334.6K | 0.20% | +5,875 | New |
| First Foundation Advisors | 5,885 | $335.2K | 0.02% | +1,383+30.7% | Added |
| Shulman DeMeo Asset Management LLC | 5,940 | $338.3K | 0.11% | −9−0.2% | Reduced |
| Hilltop Holdings Inc. | 5,943 | $338.4K | 0.04% | +380+6.8% | Added |