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 |
|---|---|---|---|---|---|
| Westwood Holdings Group Inc. | 7,770 | $443.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,802 | $444.3K | 0.27% | −206−2.6% | Reduced |
| Farmers Trust Co | 7,829 | $446.0K | 0.10% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 7,855 | $447.3K | 0.05% | −33−0.4% | Reduced |
| Montag A & Associates Inc | 7,886 | $449.1K | 0.03% | +111+1.4% | Added |
| Flagship Harbor Advisors, LLC | 7,910 | $450.5K | 0.05% | +614+8.4% | Added |
| Stonegate Investment Group, LLC | 7,920 | $451.0K | 0.02% | +681+9.4% | Added |
| 44 Wealth Management LLC | 7,943 | $452.4K | 0.16% | +1,467+22.7% | Added |
| Ignite Planners, LLC | 7,745 | $453.2K | 0.19% | +1,350+21.1% | Added |
| YorkBridge Wealth Partners, LLC | 7,989 | $455.0K | 0.12% | −770−8.8% | Reduced |
| waypoint wealth counsel | 8,000 | $455.6K | 0.37% | +8,000 | New |
| Ellsworth Advisors, LLC | 7,803 | $455.6K | 0.17% | +7,803 | New |
| Vaughan David Investments LLC | 8,010 | $456.0K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 8,056 | $458.8K | 0.04% | +948+13.3% | Added |
| Drive Wealth Management, LLC | 8,076 | $460.0K | 0.23% | +596+8.0% | Added |
| Stokes Family Office, LLC | 8,088 | $460.6K | 0.06% | −17−0.2% | Reduced |
| Alliance Wealth Advisors, LLC | 8,106 | $461.7K | 0.21% | +8,106 | New |
| Change Path, LLC | 8,163 | $465.0K | 0.03% | −825−9.2% | Reduced |
| Ellerson Group Inc | 8,171 | $465.0K | 0.49% | +8,171 | New |
| Compagnie Lombard Odier SCmA | 8,179 | $466.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 8,240 | $469.3K | 0.34% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,255 | $470.1K | 0.15% | +8,255 | New |
| Philadelphia Trust Co | 8,350 | $476.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 8,397 | $478.2K | 0.01% | +19+0.2% | Added |
| Jacobi Capital Management LLC | 8,412 | $479.0K | 0.06% | −76−0.9% | Reduced |
| Apollon Wealth Management, LLC | 8,471 | $482.4K | 0.03% | −653−7.2% | Reduced |
| Boston Family Office LLC | 8,502 | $484.0K | 0.04% | −848−9.1% | Reduced |
| Parallel Advisors, LLC | 8,499 | $484.1K | 0.02% | −9,065−51.6% | Reduced |
| Harbour Investments, Inc. | 8,560 | $487.5K | 0.03% | +3,291+62.5% | Added |
| Boyd Watterson Asset Management LLC | 8,613 | $490.5K | 0.20% | 00.0% | Unchanged |
| Gradient Investments LLC | 8,645 | $492.3K | 0.02% | −199−2.3% | Reduced |
| Inscription Capital, LLC | 8,659 | $493.1K | 0.17% | −324−3.6% | Reduced |
| Laurel Wealth Advisors, Inc. | 8,690 | $495.0K | 0.05% | −225−2.5% | Reduced |
| Retirement Guys Formula LLC | 8,976 | $496.7K | 0.41% | +4,786+114.2% | Added |
| Integrated Advisors Network LLC | 8,733 | $497.4K | 0.03% | +69+0.8% | Added |
| Verdence Capital Advisors LLC | 8,739 | $497.7K | 0.06% | −21−0.2% | Reduced |
| Baldwin Investment Management, LLC | 8,779 | $500.0K | 0.09% | +1,747+24.8% | Added |
| Bank Hapoalim BM | 8,790 | $501.0K | 0.06% | −678−7.2% | Reduced |
| Two Sigma Investments, LP | 8,800 | $501.2K | 0.00% | −88,526−91.0% | Reduced |
| Gryphon Financial Partners LLC | 8,801 | $501.2K | 0.12% | +1,110+14.4% | Added |
| Select Asset Management & Trust | 8,824 | $503.0K | 0.60% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $503.2K | 0.11% | 00.0% | Unchanged |
| Karpas Strategies, LLC | 8,852 | $504.1K | 0.18% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,855 | $504.3K | 0.20% | +78+0.9% | Added |
| Plancorp, LLC | 8,887 | $506.1K | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,896 | $507.0K | 0.01% | −4,613−34.1% | Reduced |
| Estabrook Capital Management | 8,935 | $508.8K | 0.09% | −800−8.2% | Reduced |
| MSH Capital Advisors LLC | 9,009 | $513.1K | 0.23% | −160−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 10,322 | $514.0K | 0.01% | +1,554+17.7% | Added |
| Seed Wealth Management, Inc. | 9,035 | $514.5K | 0.59% | +9,035 | New |
| Benjamin F. Edwards & Company, Inc. | 9,069 | $516.0K | 0.02% | +3,270+56.4% | Added |
| Argyle Capital Management Inc. | 9,072 | $516.6K | 0.18% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $518.0K | 0.15% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 8,877 | $519.5K | 0.12% | −45−0.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 9,166 | $522.0K | 0.20% | +1,133+14.1% | Added |
| First Wilshire Securities Management Inc | 9,174 | $522.0K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 9,162 | $522.0K | 0.08% | +9,162 | New |
| Crescent Grove Advisors, LLC | 9,209 | $524.5K | 0.05% | +1,901+26.0% | Added |
| Diversified Trust Co | 9,219 | $525.0K | 0.02% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 9,250 | $526.8K | 0.20% | +3,095+50.3% | Added |
| Parsons Capital Management Inc | 9,285 | $528.8K | 0.04% | −704−7.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,367 | $533.5K | 0.01% | +186+2.0% | Added |
| Albert D Mason Inc | 9,405 | $536.0K | 0.38% | +940+11.1% | Added |
| Clarus Group, Inc. | 9,429 | $537.0K | 0.47% | −5,905−38.5% | Reduced |
| Independent Financial Group, LLC | 9,467 | $539.1K | 0.05% | −190−2.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,487 | $540.3K | 0.07% | −479−4.8% | Reduced |
| StoneX Group Inc. | 9,502 | $541.2K | 0.06% | +9,502 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $541.9K | 0.48% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $542.3K | 0.00% | +9,526 | New |
| Fruth Investment Management | 9,573 | $545.0K | 0.16% | 00.0% | Unchanged |
| Romano Brothers and Company | 9,578 | $545.5K | 0.08% | −1,890−16.5% | Reduced |
| Dorchester Wealth Management Co | 9,625 | $548.1K | 0.13% | −1,200−11.1% | Reduced |
| Argent Trust Co | 9,634 | $548.7K | 0.04% | −709−6.9% | Reduced |
| Schulhoff & Co Inc | 9,667 | $550.5K | 0.25% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 9,675 | $551.0K | 0.13% | +122+1.3% | Added |
| Diligent Investors, LLC | 9,703 | $552.6K | 0.18% | −2,276−19.0% | Reduced |
| Nwam LLC | 9,712 | $553.1K | 0.05% | +3,186+48.8% | Added |
| Arete Wealth Advisors, LLC | 9,723 | $553.7K | 0.05% | −90−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,756 | $555.6K | 0.10% | −900−8.4% | Reduced |
| Smithfield Trust Co | 9,766 | $556.0K | 0.04% | −1,741−15.1% | Reduced |
| W Advisors, LLC | 9,764 | $556.1K | 0.46% | −100−1.0% | Reduced |
| Advisors Capital Management, LLC | 9,809 | $559.0K | 0.02% | +9,809 | New |
| NBT Bank N A | 9,850 | $561.0K | 0.08% | +30.0% | Added |
| Matthew Goff Investment Advisor, LLC | 9,857 | $561.4K | 0.15% | +4,808+95.2% | Added |
| Rosenberg Matthew Hamilton | 9,883 | $562.8K | 0.19% | +20.0% | Added |
| Saturna Capital CORP | 9,949 | $566.6K | 0.01% | 00.0% | Unchanged |
| DMG Group, LLC | 10,144 | $568.0K | 0.64% | +195+2.0% | Added |
| Shelton Capital Management | 10,000 | $569.5K | 0.06% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $569.5K | 0.30% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 10,011 | $570.1K | 0.12% | +1,141+12.9% | Added |
| John G Ullman & Associates Inc | 10,100 | $575.0K | 0.09% | +200+2.0% | Added |
| Penbrook Management LLC | 10,100 | $575.2K | 0.49% | −2,000−16.5% | Reduced |
| SYSTM Wealth Solutions LLC | 10,143 | $577.6K | 0.07% | +10,143 | New |
| CAPROCK Group, Inc. | 10,144 | $577.7K | 0.05% | +121+1.2% | Added |
| Venture Visionary Partners LLC | 10,193 | $580.5K | 0.04% | −1,922−15.9% | Reduced |
| Wrapmanager Inc | 10,212 | $582.0K | 0.19% | +645+6.7% | Added |
| Welch & Forbes LLC | 10,241 | $583.2K | 0.01% | +1,883+22.5% | Added |
| Steel Peak Wealth Management LLC | 10,242 | $583.3K | 0.04% | −232−2.2% | Reduced |
| Toronto Dominion Bank | 10,246 | $584.0K | 0.00% | +1,320+14.8% | Added |
| Lido Advisors, LLC | 10,284 | $585.7K | 0.01% | +2,216+27.5% | Added |