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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 5,994 | $341.0K | 0.44% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 6,000 | $341.7K | 0.01% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $341.7K | 0.05% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,030 | $343.4K | 0.01% | −548−8.3% | Reduced |
| Investors Asset Management of Georgia Inc | 6,035 | $343.7K | 0.18% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $344.2K | 0.23% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,050 | $344.7K | 0.12% | 00.0% | Unchanged |
| Arvest Trust Co N A | 6,075 | $346.0K | 0.02% | −26−0.4% | Reduced |
| Intrust Bank NA | 6,079 | $346.2K | 0.05% | +1,375+29.2% | Added |
| Texas Capital Bancshares Inc | 6,098 | $347.3K | 0.24% | +160+2.7% | Added |
| E&G Advisors, LP | 6,100 | $347.4K | 0.13% | −200−3.2% | Reduced |
| Prio Wealth Limited Partnership | 6,135 | $349.4K | 0.01% | 00.0% | Unchanged |
| InTrack Investment Management Inc | 6,144 | $349.9K | 0.35% | −420−6.4% | Reduced |
| Berkeley Capital Partners, LLC | 6,147 | $350.1K | 0.14% | +20.0% | Added |
| Beacon Capital Management, LLC | 6,155 | $350.5K | 0.12% | −229−3.6% | Reduced |
| Fulton Bank, N.A. | 6,159 | $351.0K | 0.02% | −3,680−37.4% | Reduced |
| Probity Advisors, Inc. | 6,248 | $355.8K | 0.08% | +225+3.7% | Added |
| Baxter Bros Inc | 6,245 | $356.0K | 0.06% | −100−1.6% | Reduced |
| Principle Wealth Partners LLC | 6,266 | $356.8K | 0.04% | +520+9.0% | Added |
| AIMZ Investment Advisors, LLC | 6,275 | $357.0K | 0.17% | −175−2.7% | Reduced |
| Independence Bank of Kentucky | 6,264 | $357.0K | 0.16% | +359+6.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $358.8K | 0.17% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 6,336 | $360.8K | 0.03% | −148−2.3% | Reduced |
| Allworth Financial LP | 6,370 | $362.7K | 0.00% | +1,011+18.9% | Added |
| Gagnon Securities LLC | 6,397 | $364.3K | 0.08% | −200−3.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,429 | $366.1K | 0.19% | +6,429 | New |
| Element Wealth, LLC | 6,434 | $366.4K | 0.30% | −344−5.1% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $367.0K | 0.25% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 6,449 | $367.3K | 0.04% | −248−3.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,450 | $367.3K | 0.09% | −100−1.5% | Reduced |
| NTV Asset Management LLC | 6,450 | $367.3K | 0.07% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 6,450 | $367.3K | 0.21% | +6,450 | New |
| Rothschild Investment Corp | 6,464 | $368.0K | 0.03% | −250−3.7% | Reduced |
| Smith, Moore & Co. | 6,475 | $368.8K | 0.05% | −288−4.3% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,493 | $369.8K | 0.14% | +1,289+24.8% | Added |
| Strategic Advisors LLC | 6,500 | $370.2K | 0.08% | −3,900−37.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $370.2K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 6,539 | $372.4K | 0.05% | +6,539 | New |
| Eagle Harbor Asset Management Inc | 6,544 | $372.7K | 0.55% | −3,218−33.0% | Reduced |
| Moody National Bank Trust Division | 6,538 | $373.0K | 0.03% | +304+4.9% | Added |
| Alpha Omega Wealth Management LLC | 6,550 | $373.0K | 0.07% | 00.0% | Unchanged |
| Well Done, LLC | 6,593 | $375.4K | 0.08% | −331−4.8% | Reduced |
| Boston Research & Management Inc | 6,644 | $378.0K | 0.12% | +6,644 | New |
| Ledyard National Bank | 6,678 | $380.3K | 0.04% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 6,698 | $381.4K | 0.04% | +54+0.8% | Added |
| Eudaimonia Partners, LLC | 6,724 | $382.9K | 0.09% | −512−7.1% | Reduced |
| Apexium Financial, LP | 6,736 | $383.6K | 0.04% | 00.0% | Unchanged |
| Insight 2811, Inc. | 6,755 | $385.0K | 0.24% | −200−2.9% | Reduced |
| Curated Wealth Partners LLC | 6,777 | $386.0K | 0.09% | −1,074−13.7% | Reduced |
| Geneos Wealth Management Inc. | 6,833 | $389.1K | 0.02% | +400+6.2% | Added |
| Gyroscope Capital Management Group, LLC | 6,839 | $389.5K | 0.12% | −10−0.1% | Reduced |
| Successful Portfolios LLC | 6,856 | $390.0K | 0.25% | −550−7.4% | Reduced |
| Avant Capital LLC | 6,894 | $392.6K | 0.48% | 00.0% | Unchanged |
| Credit Agricole S A | 6,900 | $393.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,933 | $394.8K | 0.01% | +6,933 | New |
| Robertson Stephens Wealth Management, LLC | 6,946 | $395.6K | 0.04% | +84+1.2% | Added |
| Parkside Financial Bank & Trust | 6,973 | $397.1K | 0.11% | +589+9.2% | Added |
| Hanson & Doremus Investment Management | 6,980 | $398.0K | 0.09% | −629−8.3% | Reduced |
| Cubic Asset Management, LLC | 6,997 | $398.5K | 0.11% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 6,865 | $398.7K | 0.23% | −2,800−29.0% | Reduced |
| Wallace Advisory Group, LLC | 7,012 | $399.3K | 0.32% | +7,012 | New |
| First National Trust Co | 7,016 | $399.6K | 0.02% | −32−0.5% | Reduced |
| Western Wealth Management, LLC | 7,039 | $400.9K | 0.04% | −5,616−44.4% | Reduced |
| One Wealth Advisors, LLC | 7,048 | $401.4K | 0.09% | +220+3.2% | Added |
| Summit Financial Group Inc | 7,060 | $402.0K | 0.16% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 7,068 | $402.5K | 0.02% | +3,196+82.5% | Added |
| Anchor Investment Management, LLC | 7,083 | $403.4K | 0.06% | −100−1.4% | Reduced |
| Brookstone Capital Management | 7,051 | $403.7K | 0.01% | +1,585+29.0% | Added |
| RMB Capital Management, LLC | 7,089 | $403.7K | 0.01% | −1,062−13.0% | Reduced |
| Cambridge Trust Co | 7,095 | $404.0K | 0.02% | −678−8.7% | Reduced |
| Blueprint Investment Partners LLC | 7,103 | $404.5K | 0.09% | +1,169+19.7% | Added |
| StrategIQ Financial Group, LLC | 7,117 | $405.3K | 0.05% | +100+1.4% | Added |
| Rossmore Private Capital | 7,132 | $406.2K | 0.07% | +104+1.5% | Added |
| Cardiff Park Advisors, LLC | 7,146 | $406.9K | 0.06% | −46−0.6% | Reduced |
| BLB&B Advisors, LLC | 7,176 | $408.7K | 0.03% | −1,200−14.3% | Reduced |
| Ausdal Financial Partners, Inc. | 7,210 | $410.6K | 0.06% | −1,495−17.2% | Reduced |
| Y.D. More Investments Ltd | 7,250 | $410.9K | 0.11% | +7,250 | New |
| Northeast Investment Management | 7,211 | $411.0K | 0.03% | +1,537+27.1% | Added |
| Northeast Financial Consultants Inc | 7,250 | $412.9K | 0.03% | 00.0% | Unchanged |
| Transform Wealth, LLC | 7,262 | $413.6K | 0.05% | −56−0.8% | Reduced |
| Cozad Asset Management Inc | 7,268 | $413.9K | 0.06% | −61−0.8% | Reduced |
| Pictet & Cie (Europe) SA | 7,300 | $415.7K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,305 | $416.0K | 0.22% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 7,371 | $419.8K | 0.05% | −109−1.5% | Reduced |
| WNY Asset Management, LLC | 7,372 | $419.8K | 0.11% | +7,372 | New |
| CWA Asset Management Group, LLC | 7,400 | $421.4K | 0.03% | +7,400 | New |
| Capital Investment Advisory Services, LLC | 7,425 | $422.9K | 0.05% | +639+9.4% | Added |
| Dynamic Advisor Solutions LLC | 7,462 | $425.0K | 0.03% | −425−5.4% | Reduced |
| Courier Capital LLC | 7,478 | $425.9K | 0.05% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 7,530 | $428.8K | 0.02% | −789−9.5% | Reduced |
| Laidlaw Wealth Management LLC | 7,537 | $429.2K | 0.09% | −500−6.2% | Reduced |
| Headinvest, LLC | 7,570 | $431.1K | 0.10% | +18+0.2% | Added |
| Simon Quick Advisors, LLC | 7,596 | $432.6K | 0.05% | +1,101+17.0% | Added |
| Alhambra Investment Partners LLC | 7,598 | $432.7K | 0.32% | +47+0.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,620 | $433.9K | 0.05% | +523+7.4% | Added |
| Lincoln National Corp | 7,645 | $435.4K | 0.01% | +2,502+48.6% | Added |
| Founders Financial Alliance, LLC | 7,667 | $436.6K | 0.20% | +21+0.3% | Added |
| Sittner & Nelson, LLC | 7,670 | $436.8K | 0.27% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 7,681 | $437.0K | 0.02% | +188+2.5% | Added |
| LMCG Investments, LLC | 7,709 | $439.0K | 0.03% | −3,739−32.7% | Reduced |