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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 23,769 | $1.39M | 0.44% | +3,673+18.3% | Added |
| Wedbush Securities Inc | 24,499 | $1.40M | 0.08% | −1,991−7.5% | Reduced |
| Grace & White Inc | 24,816 | $1.41M | 0.28% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 25,067 | $1.43M | 0.34% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 25,229 | $1.44M | 0.04% | +7,117+39.3% | Added |
| Perigon Wealth Management, LLC | 25,467 | $1.45M | 0.09% | +3,373+15.3% | Added |
| Park National Corp | 25,540 | $1.45M | 0.06% | −794−3.0% | Reduced |
| Barry Investment Advisors, LLC | 25,575 | $1.46M | 0.46% | −1,631−6.0% | Reduced |
| Cohen Capital Management, Inc. | 25,700 | $1.46M | 0.30% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 25,703 | $1.46M | 0.84% | 00.0% | Unchanged |
| Old National Bancorp | 25,724 | $1.47M | 0.05% | +3,654+16.6% | Added |
| Umb Bank N A | 25,855 | $1.47M | 0.02% | −4,747−15.5% | Reduced |
| Candriam Luxembourg S.C.A. | 26,075 | $1.48M | 0.01% | +26,075 | New |
| Boenning & Scattergood, Inc. | 27,404 | $1.50M | 0.24% | +119+0.4% | Added |
| Highland Capital Management, LLC | 26,454 | $1.51M | 0.11% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 26,500 | $1.51M | 2.19% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 26,519 | $1.51M | 0.60% | +307+1.2% | Added |
| Roberts Wealth Advisors, LLC | 27,057 | $1.51M | 0.73% | +714+2.7% | Added |
| Financial Counselors Inc | 26,821 | $1.53M | 0.03% | +2,135+8.6% | Added |
| Bahl & Gaynor Inc | 26,850 | $1.53M | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26,893 | $1.53M | 0.03% | +3,690+15.9% | Added |
| Chelsea Counsel Co | 26,912 | $1.53M | 0.77% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.54M | 0.13% | −880−3.1% | Reduced |
| Stableford Capital II LLC | 26,659 | $1.55M | 0.84% | −202−0.8% | Reduced |
| Regatta Capital Group, LLC | 27,218 | $1.55M | 0.55% | −416−1.5% | Reduced |
| Stock Yards Bank & Trust Co | 27,378 | $1.56M | 0.06% | −780−2.8% | Reduced |
| Absher Wealth Management, LLC | 27,857 | $1.59M | 0.29% | +5,410+24.1% | Added |
| Cowa, LLC | 28,090 | $1.60M | 1.00% | +1,874+7.1% | Added |
| Penserra Capital Management LLC | 28,796 | $1.64M | 0.04% | +28,076+3,899.4% | Added |
| NewEdge Wealth, LLC | 28,898 | $1.65M | 0.07% | −2,942−9.2% | Reduced |
| Park Avenue Securities LLC | 29,154 | $1.66M | 0.03% | +1,985+7.3% | Added |
| Quadrant Capital Group LLC | 29,194 | $1.66M | 0.19% | +1,298+4.7% | Added |
| Leavell Investment Management, Inc. | 29,449 | $1.68M | 0.13% | +5,350+22.2% | Added |
| Fort Sheridan Advisors LLC | 29,497 | $1.68M | 0.55% | −2,193−6.9% | Reduced |
| Sowell Financial Services LLC | 29,556 | $1.68M | 0.11% | +6,602+28.8% | Added |
| Leonteq Securities AG | 29,566 | $1.68M | 0.09% | −6,790−18.7% | Reduced |
| Stolper Co | 29,702 | $1.69M | 0.74% | −6,880−18.8% | Reduced |
| Gofen & Glossberg LLC | 29,740 | $1.69M | 0.04% | −2,920−8.9% | Reduced |
| Islet Management, LP | 30,000 | $1.71M | 3.18% | −20,000−40.0% | Reduced |
| Valeo Financial Advisors, LLC | 40,573 | $1.71M | 0.09% | +24+0.1% | Added |
| Mitchell Capital Management Co | 30,465 | $1.73M | 0.48% | +264+0.9% | Added |
| CWM, LLC | 30,541 | $1.74M | 0.01% | +4,203+16.0% | Added |
| Forum Financial Management, LP | 31,199 | $1.78M | 0.06% | −90.0% | Reduced |
| Burney Co | 31,311 | $1.78M | 0.09% | −220−0.7% | Reduced |
| Haverford Trust Co | 31,966 | $1.82M | 0.02% | −6,135−16.1% | Reduced |
| CSS LLC | 32,030 | $1.82M | 0.12% | +16,000+99.8% | Added |
| Cary Street Partner Investment Advisory LLC | 33,237 | $1.89M | 0.14% | −228−0.7% | Reduced |
| Veritable, L.P. | 33,417 | $1.90M | 0.03% | +951+2.9% | Added |
| Avidian Wealth Solutions, LLC | 33,604 | $1.91M | 0.12% | +5,957+21.5% | Added |
| Lighthouse Investment Partners, LLC | 33,878 | $1.93M | 0.36% | +33,878 | New |
| Brooks, Moore & Associates, Inc. | 33,968 | $1.94M | 1.41% | +8,535+33.6% | Added |
| Octavia Wealth Advisors, LLC | 34,019 | $1.94M | 0.48% | +137+0.4% | Added |
| Kistler-Tiffany Companies, LLC | 34,239 | $1.95M | 0.40% | +6,512+23.5% | Added |
| Parallax Volatility Advisers, L.P. | 34,424 | $1.96M | 0.05% | +12,132+54.4% | Added |
| Artisan Partners Limited Partnership | 34,569 | $1.97M | 0.00% | −710,373−95.4% | Reduced |
| AE Wealth Management LLC | 34,593 | $1.97M | 0.01% | −2,962−7.9% | Reduced |
| Advisory Services Network, LLC | 34,642 | $1.97M | 0.06% | +948+2.8% | Added |
| Waters Parkerson & Co., LLC | 35,009 | $1.99M | 0.12% | −440−1.2% | Reduced |
| Simmons Bank | 36,105 | $2.06M | 0.18% | −2,940−7.5% | Reduced |
| Old Mission Capital LLC | 36,632 | $2.09M | 0.09% | +36,632 | New |
| Naviter Wealth, LLC | 36,263 | $2.10M | 0.58% | +372+1.0% | Added |
| Earnest Partners LLC | 37,088 | $2.11M | 0.01% | +4,993+15.6% | Added |
| Drexel Morgan & Co. | 37,544 | $2.14M | 0.44% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 37,550 | $2.14M | 0.12% | +4,462+13.5% | Added |
| Mill Capital Management, LLC | 38,690 | $2.20M | 0.24% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 38,876 | $2.21M | 0.11% | −2,801−6.7% | Reduced |
| Advisors Asset Management, Inc. | 39,111 | $2.23M | 0.05% | +4,776+13.9% | Added |
| Cannell Peter B & Co Inc | 39,480 | $2.25M | 0.08% | +1,139+3.0% | Added |
| Moore Capital Management, LP | 39,617 | $2.26M | 0.06% | +39,617 | New |
| Moran Wealth Management, LLC | 39,620 | $2.26M | 0.09% | +39,620 | New |
| Coerente Capital Management | 39,773 | $2.27M | 0.50% | −840−2.1% | Reduced |
| Horan Capital Advisors, LLC. | 39,977 | $2.28M | 1.00% | −182−0.5% | Reduced |
| Sierra Capital LLC | 40,679 | $2.32M | 0.40% | +154+0.4% | Added |
| Advisor Partners II, LLC | 40,813 | $2.32M | 0.14% | +11,709+40.2% | Added |
| First Hawaiian Bank | 40,913 | $2.33M | 0.08% | −534−1.3% | Reduced |
| Coulter & Justus Financial Services, LLC | 41,260 | $2.35M | 1.60% | −698−1.7% | Reduced |
| Columbia Asset Management | 41,409 | $2.36M | 0.58% | −765−1.8% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.37M | 0.37% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,543 | $2.37M | 0.00% | −160,936−79.5% | Reduced |
| Community Bank of Raymore | 41,650 | $2.37M | 0.87% | 00.0% | Unchanged |
| Foster & Motley Inc | 41,642 | $2.37M | 0.20% | +3,417+8.9% | Added |
| Schechter Investment Advisors, LLC | 41,665 | $2.37M | 0.22% | +1,276+3.2% | Added |
| Synovus Financial Corp | 42,491 | $2.42M | 0.03% | +22,205+109.5% | Added |
| Game Creek Capital, LP | 42,625 | $2.43M | 1.55% | −4,750−10.0% | Reduced |
| Bayesian Capital Management, LP | 42,697 | $2.43M | 0.36% | +42,697 | New |
| Signaturefd, LLC | 42,924 | $2.44M | 0.07% | +7,229+20.3% | Added |
| Banco Santander, S.A. | 42,990 | $2.45M | 0.04% | −63,888−59.8% | Reduced |
| Gilman Hill Asset Management, LLC | 43,426 | $2.47M | 0.51% | +2,305+5.6% | Added |
| Huntington National Bank | 43,625 | $2.48M | 0.03% | −3,366−7.2% | Reduced |
| YHB Investment Advisors, Inc. | 43,906 | $2.50M | 0.27% | +9,639+28.1% | Added |
| Advisors Management Group Inc | 44,493 | $2.53M | 0.96% | −99−0.2% | Reduced |
| Moors & Cabot, Inc. | 44,992 | $2.56M | 0.18% | +403+0.9% | Added |
| Investment Management of Virginia LLC | 45,652 | $2.60M | 0.51% | −861−1.9% | Reduced |
| Colony Group LLC | 45,803 | $2.61M | 0.04% | +5,916+14.8% | Added |
| Portland Global Advisors LLC | 45,975 | $2.62M | 0.48% | −1,310−2.8% | Reduced |
| United Fire Group Inc | 46,000 | $2.62M | 1.55% | 00.0% | Unchanged |
| Commerce Bank | 46,160 | $2.63M | 0.02% | −210−0.5% | Reduced |
| Blair William & Co | 46,300 | $2.64M | 0.01% | −994−2.1% | Reduced |
| HRT Financial LP | 46,398 | $2.64M | 0.04% | +46,398 | New |
| Miracle Mile Advisors, LLC | 46,483 | $2.65M | 0.09% | +46,483 | New |