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 |
|---|---|---|---|---|---|
| Harvest Portfolios Group Inc. | 322,496 | $18.4M | 1.06% | +322,496 | New |
| Becker Capital Management Inc | 322,152 | $18.3M | 0.85% | +40,887+14.5% | Added |
| Stansberry Asset Management, LLC | 318,727 | $18.2M | 3.75% | +5,342+1.7% | Added |
| Gemsstock Limited | 313,600 | $17.9M | 14.21% | −1,300−0.4% | Reduced |
| Systrade AG | 300,000 | $17.1M | 14.72% | +300,000 | New |
| Mariner, LLC | 296,625 | $16.9M | 0.05% | −2,920−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 286,130 | $16.3M | 0.04% | −44,350−13.4% | Reduced |
| JBF Capital, Inc. | 285,000 | $16.2M | 4.00% | 00.0% | Unchanged |
| South Dakota Investment Council | 280,502 | $16.0M | 0.36% | −14,400−4.9% | Reduced |
| Logan Capital Management Inc | 279,014 | $15.9M | 0.82% | −14,338−4.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 275,696 | $15.7M | 0.27% | −170,193−38.2% | Reduced |
| Thomasville National Bank | 275,190 | $15.7M | 1.81% | +1,384+0.5% | Added |
| Pictet Asset Management SA | 272,632 | $15.5M | 0.02% | −395,862−59.2% | Reduced |
| Greenwood Gearhart Inc | 268,874 | $15.3M | 2.17% | +6,560+2.5% | Added |
| CI Private Wealth, LLC | 267,852 | $15.3M | 0.06% | +267,852 | New |
| Fort Washington Investment Advisors Inc | 267,128 | $15.2M | 0.12% | −620−0.2% | Reduced |
| Davenport & Co LLC | 266,937 | $15.2M | 0.12% | +1,733+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 258,811 | $14.7M | 0.03% | −39,049−13.1% | Reduced |
| Mercer Global Advisors Inc | 258,502 | $14.7M | 0.07% | +73,048+39.4% | Added |
| Anchor Capital Advisors LLC | 254,705 | $14.5M | 0.37% | +12,802+5.3% | Added |
| Advisor Group Holdings, Inc. | 253,009 | $14.4M | 0.03% | +11,212+4.6% | Added |
| Grandfield & Dodd, LLC | 250,060 | $14.2M | 1.04% | +5,854+2.4% | Added |
| First Republic Investment Management, Inc. | 248,522 | $14.2M | 0.03% | −6,649−2.6% | Reduced |
| Evergreen Capital Management LLC | 240,598 | $13.7M | 0.64% | +3,290+1.4% | Added |
| Truist Financial Corp | 239,166 | $13.6M | 0.02% | −12,061−4.8% | Reduced |
| Yaupon Capital Management LP | 237,750 | $13.5M | 2.44% | +133,900+128.9% | Added |
| Employees Retirement System of Texas | 231,312 | $13.2M | 0.19% | −43,717−15.9% | Reduced |
| Country Club Bank | 230,332 | $13.1M | 1.14% | −2,525−1.1% | Reduced |
| M&T Bank Corp | 227,656 | $13.0M | 0.05% | +5,554+2.5% | Added |
| American Assets Investment Management, LLC | 221,000 | $12.6M | 1.46% | +50,000+29.2% | Added |
| Gluskin Sheff & Assoc Inc | 441,739 | $12.5M | 0.70% | −177,437−28.7% | Reduced |
| Oppenheimer Asset Management Inc. | 208,948 | $11.9M | 0.19% | −7,608−3.5% | Reduced |
| Capricorn Fund Managers Ltd | 208,090 | $11.9M | 3.03% | +208,090 | New |
| Van Hulzen Asset Management, LLC | 205,761 | $11.7M | 1.35% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 204,469 | $11.6M | 0.22% | −350.0% | Reduced |
| Cohen Klingenstein LLC | 197,338 | $11.2M | 0.57% | −17,422−8.1% | Reduced |
| Janney Montgomery Scott LLC | 195,874 | $11.2M | 0.04% | +40,577+26.1% | Added |
| Two Sigma Advisers, LP | 191,060 | $10.9M | 0.03% | −1,114,900−85.4% | Reduced |
| Avantax Advisory Services, Inc. | 189,588 | $10.8M | 0.14% | −2,422−1.3% | Reduced |
| Thomas White International Ltd | 187,924 | $10.7M | 2.35% | +18,166+10.7% | Added |
| First Eagle Investment Management, LLC | 187,623 | $10.7M | 0.03% | +55,684+42.2% | Added |
| FineMark National Bank & Trust | 187,546 | $10.7M | 0.48% | −560−0.3% | Reduced |
| Scotia Capital Inc. | 185,457 | $10.6M | 0.08% | −6,446−3.4% | Reduced |
| Northwest & Ethical Investments L.P. | 185,181 | $10.5M | 0.36% | +40,475+28.0% | Added |
| Northwestern Mutual Wealth Management Co | 184,473 | $10.5M | 0.02% | +15,574+9.2% | Added |
| Beach Investment Counsel Inc | 182,429 | $10.4M | 1.30% | +57,210+45.7% | Added |
| Crossmark Global Holdings, Inc. | 179,739 | $10.2M | 0.26% | −28,554−13.7% | Reduced |
| Carrhae Capital LLP | 177,005 | $10.1M | 3.22% | +145,039+453.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 171,681 | $9.78M | 0.01% | −12,259−6.7% | Reduced |
| Capital Fund Management S.A. | 170,869 | $9.73M | 0.21% | +28,130+19.7% | Added |
| Allied Investment Advisors, LLC | 169,334 | $9.64M | 3.02% | −1,611−0.9% | Reduced |
| D.A. Davidson & Co. | 168,345 | $9.58M | 0.11% | −10,375−5.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 167,297 | $9.52M | 0.14% | −12,798−7.1% | Reduced |
| Willis Johnson & Associates, Inc. | 156,761 | $8.93M | 1.17% | −22,504−12.6% | Reduced |
| Miller Howard Investments Inc | 150,000 | $8.54M | 0.31% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 149,847 | $8.53M | 0.60% | +40,830+37.5% | Added |
| Creative Planning | 147,279 | $8.39M | 0.01% | +11,267+8.3% | Added |
| Manning & Napier Group, LLC | 147,033 | $8.37M | 0.10% | −4,183−2.8% | Reduced |
| Citigroup Inc | 145,801 | $8.30M | 0.01% | −65,056−30.9% | Reduced |
| Janney Capital Management LLC | 140,783 | $8.02M | 0.57% | +2,016+1.5% | Added |
| Ibex Wealth Advisors | 138,546 | $7.89M | 1.78% | −767−0.6% | Reduced |
| Stamos Capital Partners, L.P. | 136,000 | $7.75M | 2.45% | −97,250−41.7% | Reduced |
| Avalon Investment & Advisory | 135,939 | $7.74M | 0.22% | −8,021−5.6% | Reduced |
| Cerity Partners LLC | 133,324 | $7.60M | 0.05% | +54,636+69.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,457 | $7.37M | 0.04% | +17,969+16.1% | Added |
| Baird Financial Group, Inc. | 128,070 | $7.29M | 0.02% | +60,927+90.7% | Added |
| SEI Investments Co | 127,985 | $7.29M | 0.02% | −75,489−37.1% | Reduced |
| Thornburg Investment Management Inc | 126,561 | $7.21M | 0.12% | +21,591+20.6% | Added |
| Neville Rodie & Shaw Inc | 125,925 | $7.17M | 0.67% | +3,550+2.9% | Added |
| Sit Investment Associates Inc | 125,630 | $7.16M | 0.20% | −2,895−2.3% | Reduced |
| Pinnacle Associates Ltd | 123,199 | $7.02M | 0.15% | −174−0.1% | Reduced |
| Leuthold Group, LLC | 123,045 | $7.01M | 0.94% | −2,829−2.2% | Reduced |
| Captrust Financial Advisors | 122,946 | $7.00M | 0.04% | +22,238+22.1% | Added |
| Bragg Financial Advisors, Inc | 122,680 | $6.99M | 0.42% | +7,785+6.8% | Added |
| Edgemoor Investment Advisors, Inc. | 121,674 | $6.93M | 0.87% | +13,439+12.4% | Added |
| TownSquare Capital, LLC | 120,763 | $6.88M | 0.17% | −2,349−1.9% | Reduced |
| Regency Capital Management Inc. | 120,674 | $6.87M | 7.90% | −5,956−4.7% | Reduced |
| tru Independence LLC | 118,453 | $6.75M | 2.19% | −9,758−7.6% | Reduced |
| Woodstock Corp | 118,111 | $6.73M | 0.89% | +6,380+5.7% | Added |
| Bank of Nova Scotia | 114,987 | $6.56M | 0.02% | +2,537+2.3% | Added |
| Eagle Global Advisors LLC | 114,469 | $6.52M | 0.45% | −1,152−1.0% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $6.48M | 1.86% | 00.0% | Unchanged |
| Fifth Third Bancorp | 113,141 | $6.44M | 0.03% | −15,332−11.9% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 110,407 | $6.29M | 2.51% | +110,407 | New |
| TD Waterhouse Canada Inc. | 102,147 | $6.22M | 0.07% | −167−0.2% | Reduced |
| Renaissance Group LLC | 109,243 | $6.22M | 0.31% | −1,608−1.5% | Reduced |
| National Bank of Canada | 108,838 | $6.19M | 0.02% | −1,643−1.5% | Reduced |
| Pacer Advisors, Inc. | 108,225 | $6.16M | 0.03% | +49,700+84.9% | Added |
| Bokf, NA | 107,345 | $6.11M | 0.11% | +58,584+120.1% | Added |
| Heritage Investors Management Corp | 106,639 | $6.07M | 0.28% | −741−0.7% | Reduced |
| Comerica Bank | 102,174 | $6.07M | 0.05% | +2,486+2.5% | Added |
| Augustine Asset Management Inc | 106,204 | $6.05M | 3.34% | −610−0.6% | Reduced |
| Klingenstein Fields & Co LP | 105,382 | $6.00M | 0.31% | −1,065−1.0% | Reduced |
| Lodge Hill Capital, LLC | 105,000 | $5.98M | 2.22% | −80,000−43.2% | Reduced |
| Claret Asset Management Corp | 103,605 | $5.90M | 1.30% | +765+0.7% | Added |
| Great Lakes Advisors, LLC | 1,006,837 | $5.85M | 0.34% | −33,707−3.2% | Reduced |
| Glenmede Trust Co NA | 102,650 | $5.85M | 0.03% | +1,119+1.1% | Added |
| Eastover Investment Advisors LLC | 102,470 | $5.84M | 3.34% | +1,033+1.0% | Added |
| Sandy Spring Bank | 98,262 | $5.60M | 0.33% | −2,418−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 98,108 | $5.59M | 1.78% | −2,123−2.1% | Reduced |