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 |
|---|---|---|---|---|---|
| Trustmark National Bank Trust Department | 96,921 | $5.52M | 0.51% | −8,520−8.1% | Reduced |
| Prospera Financial Services Inc | 96,173 | $5.48M | 0.27% | +11,342+13.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 95,347 | $5.43M | 0.01% | +4,215+4.6% | Added |
| Palogic Value Management, L.P. | 93,326 | $5.31M | 2.77% | +93,326 | New |
| Nelson Capital Management, LLC | 92,738 | $5.28M | 1.55% | −1,655−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 90,708 | $5.17M | 0.28% | −3,882−4.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 90,669 | $5.16M | 0.85% | −338−0.4% | Reduced |
| First Trust Advisors LP | 90,634 | $5.16M | 0.01% | −7,385−7.5% | Reduced |
| Bleakley Financial Group, LLC | 88,851 | $5.06M | 0.18% | +88,851 | New |
| Clearbridge Investments, LLC | 88,574 | $5.04M | 0.00% | −647−0.7% | Reduced |
| Keybank National Association | 86,993 | $4.95M | 0.02% | −4,057−4.5% | Reduced |
| Toroso Investments, LLC | 86,457 | $4.92M | 0.19% | −31,202−26.5% | Reduced |
| Azimuth Capital Investment Management LLC | 86,370 | $4.92M | 0.25% | +2,000+2.4% | Added |
| Kempner Capital Management Inc. | 86,087 | $4.90M | 2.98% | −563−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 85,575 | $4.87M | 0.09% | −30,489−26.3% | Reduced |
| Stephens Inc | 85,533 | $4.87M | 0.10% | +52,029+155.3% | Added |
| Deutsche Bank AG | 85,526 | $4.87M | 0.00% | −2,917−3.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 84,748 | $4.83M | 0.08% | +8,277+10.8% | Added |
| Hiddenite Capital Partners LP | 81,000 | $4.61M | 5.91% | 00.0% | Unchanged |
| South State Corp. | 80,232 | $4.57M | 0.42% | +79,368+9,186.1% | Added |
| Viking Fund Management LLC | 80,000 | $4.56M | 0.90% | +24,000+42.9% | Added |
| Cetera Advisor Networks LLC | 79,503 | $4.53M | 0.04% | +22,585+39.7% | Added |
| Jackson Square Capital, LLC | 79,387 | $4.52M | 2.13% | −18,906−19.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 78,379 | $4.46M | 0.21% | −886−1.1% | Reduced |
| United Capital Financial Advisers, LLC | 78,367 | $4.46M | 0.03% | −2,895−3.6% | Reduced |
| Brown Brothers Harriman & Co | 77,969 | $4.44M | 0.04% | −1,982−2.5% | Reduced |
| Integrated Wealth Concepts LLC | 75,066 | $4.28M | 0.12% | −1,108−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 74,825 | $4.26M | 0.08% | −3,503−4.5% | Reduced |
| Advocate Group LLC | 74,294 | $4.23M | 0.91% | +9,761+15.1% | Added |
| Hedges Asset Management LLC | 73,650 | $4.19M | 3.74% | 00.0% | Unchanged |
| Cutler Capital Management, LLC | 73,349 | $4.18M | 1.72% | +16,574+29.2% | Added |
| Euro Pacific Asset Management, LLC | 73,272 | $4.17M | 0.95% | −179,511−71.0% | Reduced |
| Voya Investment Management LLC | 71,483 | $4.07M | 0.00% | −8,755−10.9% | Reduced |
| Fiduciary Trust Co | 71,426 | $4.07M | 0.08% | −2,168−2.9% | Reduced |
| Brookmont Capital Management | 70,485 | $4.01M | 2.47% | +6,526+10.2% | Added |
| Adage Capital Partners GP, L.L.C. | 70,000 | $3.99M | 0.01% | −515,000−88.0% | Reduced |
| Griffin Asset Management, Inc. | 68,396 | $3.90M | 0.59% | +151+0.2% | Added |
| MML Investors Services, LLC | 67,292 | $3.83M | 0.03% | +6,189+10.1% | Added |
| Kestra Advisory Services, LLC | 66,578 | $3.79M | 0.03% | −774−1.1% | Reduced |
| Atria Investments LLC | 66,004 | $3.76M | 0.08% | −983−1.5% | Reduced |
| Madison Asset Management, LLC | 64,774 | $3.69M | 0.06% | −13,154−16.9% | Reduced |
| Dodge & Cox | 64,646 | $3.68M | 0.00% | −1,675−2.5% | Reduced |
| Richard P Slaughter Associates Inc | 64,558 | $3.68M | 1.17% | +23,880+58.7% | Added |
| Putnam Investments LLC | 64,300 | $3.66M | 0.01% | 00.0% | Unchanged |
| Royce & Associates LP | 64,000 | $3.64M | 0.04% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 63,612 | $3.62M | 0.49% | −637−1.0% | Reduced |
| Beddow Capital Management Inc | 63,390 | $3.61M | 1.85% | +500+0.8% | Added |
| Oppenheimer & Co Inc | 61,729 | $3.52M | 0.08% | +717+1.2% | Added |
| Yousif Capital Management, LLC | 61,481 | $3.50M | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 61,250 | $3.49M | 0.30% | +7,125+13.2% | Added |
| Cetera Advisors LLC | 60,117 | $3.42M | 0.06% | −20,495−25.4% | Reduced |
| Reik & Co., LLC | 59,582 | $3.39M | 0.98% | −420−0.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 59,591 | $3.39M | 0.06% | +9,148+18.1% | Added |
| Bridge Creek Capital Management LLC | 59,072 | $3.36M | 1.31% | −608−1.0% | Reduced |
| State Street Corp | 58,129 | $3.31M | 0.00% | −11,576−16.6% | Reduced |
| Cetera Investment Advisers | 57,777 | $3.29M | 0.03% | +13,645+30.9% | Added |
| Yarbrough Capital, LLC | 57,590 | $3.28M | 0.26% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 57,494 | $3.27M | 0.94% | −1,964−3.3% | Reduced |
| Cardinal Capital Management | 56,543 | $3.22M | 0.69% | −439−0.8% | Reduced |
| New England Asset Management Inc | 55,980 | $3.19M | 0.06% | −305−0.5% | Reduced |
| Brinker Capital Investments, LLC | 55,760 | $3.18M | 0.06% | −7,781−12.2% | Reduced |
| Concentric Wealth Management, LLC | 55,728 | $3.17M | 1.09% | −350−0.6% | Reduced |
| Cary Street Partners Asset Management LLC | 55,102 | $3.14M | 0.64% | +8,563+18.4% | Added |
| Continental Advisors LLC | 55,020 | $3.13M | 2.97% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 54,876 | $3.13M | 0.59% | +977+1.8% | Added |
| Chicago Trust Co NA | 54,440 | $3.10M | 0.77% | −2,782−4.9% | Reduced |
| Veriti Management LLC | 53,592 | $3.05M | 0.40% | +752+1.4% | Added |
| Barclays PLC | 52,167 | $2.97M | 0.00% | +1,380+2.7% | Added |
| Wetherby Asset Management Inc | 51,511 | $2.93M | 0.19% | +3,953+8.3% | Added |
| Jarislowsky, Fraser Ltd | 51,507 | $2.93M | 0.02% | −2,303−4.3% | Reduced |
| JustInvest LLC | 51,482 | $2.93M | 0.12% | +4,232+9.0% | Added |
| Atria Wealth Solutions, Inc. | 50,878 | $2.90M | 0.05% | +1,814+3.7% | Added |
| Raymond James Trust N.A. | 49,906 | $2.84M | 0.10% | +2,931+6.2% | Added |
| Amica Mutual Insurance Co | 49,872 | $2.84M | 0.36% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 49,463 | $2.82M | 0.40% | −2,039−4.0% | Reduced |
| Marble Harbor Investment Counsel, LLC | 48,995 | $2.79M | 0.38% | +4,100+9.1% | Added |
| Credential Qtrade Securities Inc. | 48,808 | $2.78M | 0.20% | +12,824+35.6% | Added |
| Kanawha Capital Management LLC | 48,577 | $2.77M | 0.27% | −513−1.0% | Reduced |
| JCIC Asset Management Inc. | 48,445 | $2.76M | 1.37% | −1,220−2.5% | Reduced |
| XY Capital Ltd | 48,275 | $2.75M | 2.25% | +48,275 | New |
| Regions Financial Corp | 48,217 | $2.75M | 0.03% | +372+0.8% | Added |
| Brown Advisory Inc | 48,170 | $2.74M | 0.01% | −3,893−7.5% | Reduced |
| Shay Capital LLC | 47,500 | $2.71M | 1.65% | +47,500 | New |
| GM Advisory Group, Inc. | 46,990 | $2.68M | 0.29% | −5,600−10.6% | Reduced |
| Itau Unibanco Holding S.A. | 47,018 | $2.66M | 0.11% | −212,597−81.9% | Reduced |
| Miracle Mile Advisors, LLC | 46,483 | $2.65M | 0.09% | +46,483 | New |
| HRT Financial LP | 46,398 | $2.64M | 0.04% | +46,398 | New |
| Blair William & Co | 46,300 | $2.64M | 0.01% | −994−2.1% | Reduced |
| Commerce Bank | 46,160 | $2.63M | 0.02% | −210−0.5% | Reduced |
| United Fire Group Inc | 46,000 | $2.62M | 1.55% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 45,975 | $2.62M | 0.48% | −1,310−2.8% | Reduced |
| Colony Group LLC | 45,803 | $2.61M | 0.04% | +5,916+14.8% | Added |
| Investment Management of Virginia LLC | 45,652 | $2.60M | 0.51% | −861−1.9% | Reduced |
| Moors & Cabot, Inc. | 44,992 | $2.56M | 0.18% | +403+0.9% | Added |
| Advisors Management Group Inc | 44,493 | $2.53M | 0.96% | −99−0.2% | Reduced |
| YHB Investment Advisors, Inc. | 43,906 | $2.50M | 0.27% | +9,639+28.1% | Added |
| Huntington National Bank | 43,625 | $2.48M | 0.03% | −3,366−7.2% | Reduced |
| Gilman Hill Asset Management, LLC | 43,426 | $2.47M | 0.51% | +2,305+5.6% | Added |
| Banco Santander, S.A. | 42,990 | $2.45M | 0.04% | −63,888−59.8% | Reduced |
| Signaturefd, LLC | 42,924 | $2.44M | 0.07% | +7,229+20.3% | Added |