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 |
|---|---|---|---|---|---|
| Pictet Bank & Trust Ltd | 10,300 | $586.6K | 0.69% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10,350 | $589.4K | 0.05% | −100−1.0% | Reduced |
| Clear Street Markets LLC | 10,400 | $592.0K | 0.12% | −13,600−56.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10,406 | $592.6K | 0.00% | −3,941−27.5% | Reduced |
| Vident Investment Advisory, LLC | 10,415 | $593.1K | 0.02% | +10,415 | New |
| DFPG Investments, LLC | 10,077 | $593.8K | 0.10% | +10,077 | New |
| Personal Capital Advisors Corp | 10,609 | $604.2K | 0.00% | +703+7.1% | Added |
| Evoke Wealth, LLC | 10,614 | $604.4K | 0.02% | +620+6.2% | Added |
| Forefront Wealth Management Inc. | 10,619 | $604.7K | 0.81% | +50.0% | Added |
| HSBC Holdings PLC | 10,668 | $607.5K | 0.00% | −82−0.8% | Reduced |
| Lazard Asset Management LLC | 10,836 | $616.0K | 0.00% | −534−4.7% | Reduced |
| Balentine LLC | 10,860 | $618.5K | 0.02% | −1,029−8.7% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,864 | $618.7K | 0.00% | −512,494−97.9% | Reduced |
| EP Wealth Advisors, LLC | 10,895 | $620.5K | 0.01% | −1,460−11.8% | Reduced |
| ETF Store, Inc. | 10,104 | $624.1K | 0.48% | +948+10.4% | Added |
| Segall Bryant & Hamill, LLC | 11,024 | $627.0K | 0.01% | −599−5.2% | Reduced |
| Ironsides Asset Advisors, LLC | 11,002 | $627.0K | 0.29% | −100−0.9% | Reduced |
| Kozak & Associates, Inc. | 11,001 | $627.0K | 0.31% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 11,014 | $627.3K | 0.14% | −287−2.5% | Reduced |
| Elevated Capital Advisors, LLC | 11,059 | $629.8K | 0.24% | +353+3.3% | Added |
| Oxbow Advisors, LLC | 11,105 | $632.4K | 0.12% | −750−6.3% | Reduced |
| Bradley Foster & Sargent Inc | 11,129 | $633.8K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 11,222 | $639.1K | 0.01% | −363−3.1% | Reduced |
| GWM Advisors LLC | 40,494 | $641.4K | 0.02% | +5,297+15.0% | Added |
| Henry James International Management, Inc. | 11,272 | $641.9K | 0.31% | −10.0% | Reduced |
| Wade G W & Inc | 11,341 | $646.0K | 0.03% | +3,564+45.8% | Added |
| Investors Research Corp | 11,382 | $648.2K | 0.18% | −150−1.3% | Reduced |
| Jefferies Financial Group Inc. | 11,404 | $649.5K | 0.01% | +11,404 | New |
| Marks Group Wealth Management, Inc | 11,493 | $654.5K | 0.09% | −812−6.6% | Reduced |
| Arkadios Wealth Advisors | 11,567 | $658.7K | 0.09% | +2,840+32.5% | Added |
| Energy Opportunities Capital Management, LLC | 11,590 | $660.1K | 1.92% | −610−5.0% | Reduced |
| Vontobel Holding Ltd. | 11,620 | $661.7K | 0.01% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 11,959 | $669.0K | 0.00% | −214−1.8% | Reduced |
| Proequities, Inc. | 11,798 | $671.9K | 0.05% | +2,210+23.0% | Added |
| Schnieders Capital Management LLC | 11,835 | $674.0K | 0.15% | −10−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 11,918 | $678.7K | 0.01% | −131−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 11,980 | $682.2K | 0.03% | +1,225+11.4% | Added |
| Capital Investment Advisors, LLC | 12,007 | $684.0K | 0.02% | +1,198+11.1% | Added |
| First Manhattan Co | 12,024 | $684.8K | 0.00% | −428−3.4% | Reduced |
| TCW Group Inc | 12,146 | $691.7K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 12,175 | $693.4K | 0.08% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,206 | $695.1K | 0.05% | +100+0.8% | Added |
| Waverton Investment Management Ltd | 12,248 | $698.0K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 42,401 | $700.0K | 0.04% | +1,473+3.6% | Added |
| Hancock Whitney Corp | 12,325 | $702.0K | 0.03% | +530+4.5% | Added |
| First Business Financial Services, Inc. | 12,455 | $709.0K | 0.10% | +308+2.5% | Added |
| Aull & Monroe Investment Management Corp | 12,450 | $709.0K | 0.35% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12,628 | $719.2K | 0.03% | −64−0.5% | Reduced |
| Strategic Global Advisors, LLC | 12,652 | $720.5K | 0.12% | −12−0.1% | Reduced |
| NVWM, LLC | 12,699 | $723.2K | 0.26% | +76+0.6% | Added |
| Sunbelt Securities, Inc. | 12,719 | $724.3K | 0.14% | +1,982+18.5% | Added |
| SlateStone Wealth, LLC | 12,730 | $725.0K | 0.17% | +12,730 | New |
| Retirement Planning Co of New England, Inc. | 12,785 | $728.1K | 0.48% | −148−1.1% | Reduced |
| Infrastructure Capital Advisors, LLC | 12,793 | $728.6K | 0.14% | −332−2.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,800 | $729.0K | 0.00% | +6,300+96.9% | Added |
| Birmingham Capital Management Co Inc | 12,883 | $733.7K | 0.28% | +275+2.2% | Added |
| Lake Street Advisors Group, LLC | 12,906 | $735.0K | 0.05% | −1,053−7.5% | Reduced |
| Sage Rhino Capital LLC | 12,916 | $735.5K | 0.23% | +349+2.8% | Added |
| Mission Wealth Management, LP | 12,943 | $737.1K | 0.04% | −2,018−13.5% | Reduced |
| Pin Oak Investment Advisors Inc | 12,967 | $738.0K | 0.91% | −908−6.5% | Reduced |
| GFG Capital, LLC | 12,979 | $739.2K | 0.17% | −1,120−7.9% | Reduced |
| Kovack Advisors, Inc. | 13,031 | $742.1K | 0.11% | −170−1.3% | Reduced |
| Hudson Portfolio Management LLC | 13,055 | $743.5K | 0.82% | −100−0.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 13,135 | $748.0K | 0.19% | +2,085+18.9% | Added |
| International Assets Investment Management, LLC | 13,145 | $748.6K | 0.08% | +2,189+20.0% | Added |
| Archetype Wealth Partners | 13,300 | $757.0K | 0.19% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13,422 | $764.4K | 0.12% | 00.0% | Unchanged |
| Navellier & Associates Inc | 13,513 | $769.6K | 0.16% | +402+3.1% | Added |
| Central Trust Co | 13,547 | $771.5K | 0.02% | −45−0.3% | Reduced |
| GW Henssler & Associates Ltd | 13,610 | $775.1K | 0.05% | −1,112−7.6% | Reduced |
| Clearstead Advisors, LLC | 13,632 | $776.3K | 0.06% | +100+0.7% | Added |
| Texas Yale Capital Corp. | 13,638 | $776.7K | 0.04% | +8,700+176.2% | Added |
| Pacific Global Investment Management CO | 13,674 | $778.7K | 0.17% | +221+1.6% | Added |
| True Wealth Design, LLC | 13,808 | $786.4K | 0.36% | +13,808 | New |
| Mairs & Power Inc | 13,920 | $792.7K | 0.01% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 13,984 | $796.0K | 0.37% | −32−0.2% | Reduced |
| Stoneridge Investment Partners LLC | 13,998 | $797.0K | 0.44% | +5,339+61.7% | Added |
| Kingsview Wealth Management, LLC | 14,039 | $799.5K | 0.03% | −284−2.0% | Reduced |
| TD Private Client Wealth LLC | 14,083 | $802.0K | 0.04% | −873−5.8% | Reduced |
| Banco de Sabadell, S.A | 14,126 | $804.0K | 0.68% | +278+2.0% | Added |
| Rodgers Brothers Inc. | 14,200 | $808.7K | 0.16% | −2,550−15.2% | Reduced |
| Checchi Capital Advisers, LLC | 14,247 | $811.4K | 0.08% | +451+3.3% | Added |
| Puzo Michael J | 14,250 | $811.5K | 0.29% | 00.0% | Unchanged |
| Tiaa, FSB | 14,330 | $816.1K | 0.00% | −2,380−14.2% | Reduced |
| Clarius Group, LLC | 14,425 | $822.0K | 0.07% | −1,780−11.0% | Reduced |
| Chesley Taft & Associates LLC | 14,440 | $822.4K | 0.06% | 00.0% | Unchanged |
| American Financial Group Inc | 14,500 | $826.0K | 0.28% | 00.0% | Unchanged |
| Shoker Investment Counsel, Inc. | 14,565 | $829.5K | 0.37% | −1,030−6.6% | Reduced |
| Moneta Group Investment Advisors LLC | 14,114 | $830.0K | 0.02% | −818−5.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 14,588 | $830.8K | 0.09% | −4,184−22.3% | Reduced |
| Charles Schwab Investment Management Inc | 14,665 | $835.2K | 0.00% | +14,665 | New |
| Summit Global Investments | 14,702 | $837.0K | 0.07% | +4,948+50.7% | Added |
| Quantbot Technologies LP | 14,976 | $852.9K | 0.06% | +14,976 | New |
| Cyndeo Wealth Partners, LLC | 14,994 | $853.9K | 0.10% | +14,994 | New |
| Iams Wealth Management, LLC | 15,207 | $866.1K | 0.88% | +15,207 | New |
| Clifford Swan Investment Counsel LLC | 15,315 | $872.2K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15,420 | $878.2K | 0.04% | −1,135−6.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,475 | $881.0K | 0.01% | +390+2.6% | Added |
| Sendero Wealth Management, LLC | 15,509 | $883.2K | 0.31% | +3,882+33.4% | Added |
| Confluence Investment Management LLC | 15,634 | $890.0K | 0.01% | −539−3.3% | Reduced |