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 |
|---|---|---|---|---|---|
| CenterStar Asset Management, LLC | – | $892.0K | 1.66% | – | New |
| Swiss Life Asset Management Ltd | 15,784 | $898.9K | 0.02% | −1,830−10.4% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $906.9K | 0.26% | −125−0.8% | Reduced |
| Dearborn Partners LLC | 16,167 | $920.7K | 0.04% | −222−1.4% | Reduced |
| F3Logic, LLC | 16,187 | $922.3K | 0.19% | −2,050−11.2% | Reduced |
| Gallagher Benefit Services, Inc. | 16,187 | $922.3K | 0.19% | +16,187 | New |
| Baker Ellis Asset Management LLC | 16,200 | $922.6K | 0.18% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,223 | $924.0K | 0.07% | +16,223 | New |
| Beck Mack & Oliver LLC | 16,337 | $930.4K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 16,347 | $931.0K | 0.02% | −387−2.3% | Reduced |
| Ieq Capital, LLC | 16,355 | $931.4K | 0.03% | −3,474−17.5% | Reduced |
| HF Advisory Group, LLC | 16,520 | $940.8K | 0.95% | +16,520 | New |
| Radnor Capital Management, LLC | 16,528 | $948.0K | 0.23% | −300−1.8% | Reduced |
| Vise Technologies, Inc. | 16,679 | $949.9K | 0.30% | +2,051+14.0% | Added |
| Bessemer Group Inc | 16,691 | $950.0K | 0.00% | −1,122−6.3% | Reduced |
| Rathbone Brothers plc | 16,700 | $951.1K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,887 | $961.7K | 0.02% | +6,104+56.6% | Added |
| Next Level Private LLC | 16,624 | $965.4K | 0.71% | +21+0.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 17,000 | $968.0K | 0.01% | −5,000−22.7% | Reduced |
| Ingalls & Snyder LLC | 17,137 | $976.0K | 0.05% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 17,177 | $978.2K | 0.01% | 00.0% | Unchanged |
| Busey Wealth Management | 17,251 | $982.5K | 0.04% | −1,325−7.1% | Reduced |
| Meridian Wealth Management, LLC | 17,265 | $983.2K | 0.10% | −2,640−13.3% | Reduced |
| Profund Advisors LLC | 17,342 | $987.6K | 0.06% | +4,305+33.0% | Added |
| Gamco Investors, Inc. Et Al | 17,396 | $990.7K | 0.01% | +4,050+30.3% | Added |
| Greenleaf Trust | 17,418 | $992.0K | 0.01% | +944+5.7% | Added |
| Snowden Capital Advisors LLC | 17,491 | $996.1K | 0.04% | +1,946+12.5% | Added |
| Auxier Asset Management | 17,496 | $996.4K | 0.17% | 00.0% | Unchanged |
| Wealth Alliance | 17,639 | $1.00M | 0.18% | −750−4.1% | Reduced |
| Stratos Wealth Partners, LTD. | 17,770 | $1.01M | 0.03% | −102−0.6% | Reduced |
| Glenview Trust Co | 17,777 | $1.01M | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 18,031 | $1.03M | 0.06% | −18,677−50.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 18,056 | $1.03M | 0.11% | −175−1.0% | Reduced |
| Bank of Hawaii | 18,079 | $1.03M | 0.06% | +1,088+6.4% | Added |
| Phoenix Holdings Ltd. | 18,051 | $1.03M | 0.02% | +595+3.4% | Added |
| Tandem Capital Management Corp | 18,245 | $1.04M | 0.82% | +3,105+20.5% | Added |
| Osborne Partners Capital Management, LLC | 18,291 | $1.04M | 0.08% | +43+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 18,334 | $1.04M | 0.10% | +3,377+22.6% | Added |
| Sigma Planning Corp | 18,499 | $1.05M | 0.04% | +3,035+19.6% | Added |
| BTC Capital Management, Inc. | 18,553 | $1.06M | 0.13% | −2,090−10.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,673 | $1.06M | 0.25% | +18,673 | New |
| Intrua Financial, LLC | 18,168 | $1.07M | 0.25% | −1,338−6.9% | Reduced |
| XTX Topco Ltd | 18,887 | $1.08M | 0.23% | +18,887 | New |
| Traynor Capital Management, Inc. | 18,936 | $1.08M | 0.19% | −2,989−13.6% | Reduced |
| West Family Investments, Inc. | 19,162 | $1.09M | 0.37% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 18,550 | $1.09M | 0.25% | +75+0.4% | Added |
| Lee Danner & Bass Inc | 19,230 | $1.09M | 0.10% | −783−3.9% | Reduced |
| WealthTrust Axiom LLC | 19,233 | $1.10M | 0.38% | +30.0% | Added |
| Ameritas Advisory Services, LLC | 19,264 | $1.10M | 0.05% | +19,264 | New |
| Whittier Trust Co of Nevada Inc | 19,283 | $1.10M | 0.04% | −970−4.8% | Reduced |
| Hantz Financial Services, Inc. | 19,367 | $1.10M | 0.03% | +189+1.0% | Added |
| Israel Discount Bank of New York | 19,433 | $1.11M | 0.94% | −36−0.2% | Reduced |
| MAI Capital Management | 19,582 | $1.12M | 0.02% | +2,134+12.2% | Added |
| Bogart Wealth, LLC | 19,589 | $1.12M | 0.08% | −559−2.8% | Reduced |
| Level Four Advisory Services, LLC | 19,646 | $1.12M | 0.08% | +418+2.2% | Added |
| Red Spruce Capital, LLC | 19,695 | $1.12M | 0.71% | +500+2.6% | Added |
| Beacon Pointe Advisors, LLC | 19,777 | $1.13M | 0.02% | +3,164+19.0% | Added |
| Atlas Private Wealth Management | 19,786 | $1.13M | 0.52% | +956+5.1% | Added |
| Greystone Financial Group, LLC | 19,915 | $1.13M | 0.33% | +7,353+58.5% | Added |
| Rafferty Asset Management, LLC | 19,973 | $1.14M | 0.01% | +19,973 | New |
| Quest Investment Management LLC | 20,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 20,004 | $1.14M | 0.11% | −499−2.4% | Reduced |
| FDx Advisors, Inc. | 20,033 | $1.14M | 0.05% | −4,584−18.6% | Reduced |
| Shufro Rose & Co LLC | 20,150 | $1.15M | 0.10% | +100+0.5% | Added |
| Beese Fulmer Investment Management, Inc. | 20,155 | $1.15M | 0.14% | −351−1.7% | Reduced |
| GYL Financial Synergies, LLC | 20,194 | $1.15M | 0.25% | +20,194 | New |
| Coppell Advisory Solutions LLC | 20,206 | $1.15M | 0.41% | +20,206 | New |
| Coppell Advisory Solutions Corp. | 20,206 | $1.15M | 0.41% | +20,206 | New |
| Adell Harriman & Carpenter Inc | 20,216 | $1.15M | 0.13% | +7,285+56.3% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.16M | 0.14% | 00.0% | Unchanged |
| Excalibur Management Corp | 20,676 | $1.18M | 0.62% | +80.0% | Added |
| Prudential Financial Inc | 20,876 | $1.19M | 0.00% | −3,627−14.8% | Reduced |
| Guggenheim Capital LLC | 20,920 | $1.19M | 0.01% | −3,687−15.0% | Reduced |
| Independent Advisor Alliance | 21,256 | $1.21M | 0.15% | −147−0.7% | Reduced |
| SOL Capital Management CO | 21,423 | $1.22M | 0.22% | −250−1.2% | Reduced |
| Johnson Investment Counsel Inc | 21,445 | $1.22M | 0.02% | +80+0.4% | Added |
| Flow Traders U.S. LLC | 21,457 | $1.22M | 0.06% | +21,457 | New |
| McKinley Capital Management LLC /Delaware | 21,505 | $1.22M | 0.16% | +5,541+34.7% | Added |
| Boston Private Wealth LLC | 21,598 | $1.23M | 0.02% | +443+2.1% | Added |
| Ipswich Investment Management Co., Inc. | 21,829 | $1.24M | 0.36% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 21,988 | $1.25M | 0.53% | +1,010+4.8% | Added |
| Americana Partners, LLC | 22,350 | $1.26M | 0.22% | −43,332−66.0% | Reduced |
| Assetmark, Inc | 22,304 | $1.27M | 0.01% | +4,386+24.5% | Added |
| Everett Harris & Co | 22,383 | $1.27M | 0.02% | −900−3.9% | Reduced |
| Kelly Lawrence W & Associates Inc | 22,456 | $1.28M | 0.36% | −3,301−12.8% | Reduced |
| Wesbanco Bank Inc | 22,471 | $1.28M | 0.06% | +5,873+35.4% | Added |
| Crescent Sterling, Ltd. | 22,563 | $1.28M | 1.38% | +22,563 | New |
| Solstein Capital, LLC | 22,750 | $1.30M | 1.08% | +994+4.6% | Added |
| HighTower Trust Services, LTA | 22,949 | $1.30M | 0.13% | +493+2.2% | Added |
| Cutter & CO Brokerage, Inc. | 23,096 | $1.32M | 0.44% | −470−2.0% | Reduced |
| Manufacturers Life Insurance Company, The | 23,223 | $1.32M | 0.00% | −853−3.5% | Reduced |
| King Luther Capital Management Corp | 23,249 | $1.32M | 0.01% | −1,116−4.6% | Reduced |
| Pitcairn Co | 23,327 | $1.33M | 0.13% | +743+3.3% | Added |
| IFP Advisors, Inc | 25,237 | $1.33M | 0.04% | −20,521−44.8% | Reduced |
| Kestra Private Wealth Services, LLC | 23,684 | $1.35M | 0.07% | +10,137+74.8% | Added |
| National Asset Management, Inc. | 23,874 | $1.36M | 0.04% | +811+3.5% | Added |
| Marshall Wace, LLP | 24,121 | $1.37M | 0.00% | +24,121 | New |
| Chilton Capital Management LLC | 24,133 | $1.37M | 0.09% | +2,428+11.2% | Added |
| Howland Capital Management LLC | 24,245 | $1.38M | 0.09% | +1,600+7.1% | Added |
| Great Valley Advisor Group, Inc. | 24,377 | $1.39M | 0.07% | +1,035+4.4% | Added |