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 |
|---|---|---|---|---|---|
| Bayesian Capital Management, LP | 42,697 | $2.43M | 0.36% | +42,697 | New |
| Game Creek Capital, LP | 42,625 | $2.43M | 1.55% | −4,750−10.0% | Reduced |
| Synovus Financial Corp | 42,491 | $2.42M | 0.03% | +22,205+109.5% | Added |
| Schechter Investment Advisors, LLC | 41,665 | $2.37M | 0.22% | +1,276+3.2% | Added |
| Foster & Motley Inc | 41,642 | $2.37M | 0.20% | +3,417+8.9% | Added |
| Community Bank of Raymore | 41,650 | $2.37M | 0.87% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 41,543 | $2.37M | 0.00% | −160,936−79.5% | Reduced |
| Sentinel Trust Co Lba | 41,520 | $2.37M | 0.37% | 00.0% | Unchanged |
| Columbia Asset Management | 41,409 | $2.36M | 0.58% | −765−1.8% | Reduced |
| Coulter & Justus Financial Services, LLC | 41,260 | $2.35M | 1.60% | −698−1.7% | Reduced |
| First Hawaiian Bank | 40,913 | $2.33M | 0.08% | −534−1.3% | Reduced |
| Advisor Partners II, LLC | 40,813 | $2.32M | 0.14% | +11,709+40.2% | Added |
| Sierra Capital LLC | 40,679 | $2.32M | 0.40% | +154+0.4% | Added |
| Horan Capital Advisors, LLC. | 39,977 | $2.28M | 1.00% | −182−0.5% | Reduced |
| Coerente Capital Management | 39,773 | $2.27M | 0.50% | −840−2.1% | Reduced |
| Moran Wealth Management, LLC | 39,620 | $2.26M | 0.09% | +39,620 | New |
| Moore Capital Management, LP | 39,617 | $2.26M | 0.06% | +39,617 | New |
| Cannell Peter B & Co Inc | 39,480 | $2.25M | 0.08% | +1,139+3.0% | Added |
| Advisors Asset Management, Inc. | 39,111 | $2.23M | 0.05% | +4,776+13.9% | Added |
| Vestmark Advisory Solutions, Inc. | 38,876 | $2.21M | 0.11% | −2,801−6.7% | Reduced |
| Mill Capital Management, LLC | 38,690 | $2.20M | 0.24% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 37,550 | $2.14M | 0.12% | +4,462+13.5% | Added |
| Drexel Morgan & Co. | 37,544 | $2.14M | 0.44% | 00.0% | Unchanged |
| Earnest Partners LLC | 37,088 | $2.11M | 0.01% | +4,993+15.6% | Added |
| Naviter Wealth, LLC | 36,263 | $2.10M | 0.58% | +372+1.0% | Added |
| Old Mission Capital LLC | 36,632 | $2.09M | 0.09% | +36,632 | New |
| Simmons Bank | 36,105 | $2.06M | 0.18% | −2,940−7.5% | Reduced |
| Waters Parkerson & Co., LLC | 35,009 | $1.99M | 0.12% | −440−1.2% | Reduced |
| Advisory Services Network, LLC | 34,642 | $1.97M | 0.06% | +948+2.8% | Added |
| AE Wealth Management LLC | 34,593 | $1.97M | 0.01% | −2,962−7.9% | Reduced |
| Artisan Partners Limited Partnership | 34,569 | $1.97M | 0.00% | −710,373−95.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,424 | $1.96M | 0.05% | +12,132+54.4% | Added |
| Kistler-Tiffany Companies, LLC | 34,239 | $1.95M | 0.40% | +6,512+23.5% | Added |
| Octavia Wealth Advisors, LLC | 34,019 | $1.94M | 0.48% | +137+0.4% | Added |
| Brooks, Moore & Associates, Inc. | 33,968 | $1.94M | 1.41% | +8,535+33.6% | Added |
| Lighthouse Investment Partners, LLC | 33,878 | $1.93M | 0.36% | +33,878 | New |
| Avidian Wealth Solutions, LLC | 33,604 | $1.91M | 0.12% | +5,957+21.5% | Added |
| Veritable, L.P. | 33,417 | $1.90M | 0.03% | +951+2.9% | Added |
| Cary Street Partner Investment Advisory LLC | 33,237 | $1.89M | 0.14% | −228−0.7% | Reduced |
| CSS LLC | 32,030 | $1.82M | 0.12% | +16,000+99.8% | Added |
| Haverford Trust Co | 31,966 | $1.82M | 0.02% | −6,135−16.1% | Reduced |
| Burney Co | 31,311 | $1.78M | 0.09% | −220−0.7% | Reduced |
| Forum Financial Management, LP | 31,199 | $1.78M | 0.06% | −90.0% | Reduced |
| CWM, LLC | 30,541 | $1.74M | 0.01% | +4,203+16.0% | Added |
| Mitchell Capital Management Co | 30,465 | $1.73M | 0.48% | +264+0.9% | Added |
| Valeo Financial Advisors, LLC | 40,573 | $1.71M | 0.09% | +24+0.1% | Added |
| Islet Management, LP | 30,000 | $1.71M | 3.18% | −20,000−40.0% | Reduced |
| Gofen & Glossberg LLC | 29,740 | $1.69M | 0.04% | −2,920−8.9% | Reduced |
| Stolper Co | 29,702 | $1.69M | 0.74% | −6,880−18.8% | Reduced |
| Leonteq Securities AG | 29,566 | $1.68M | 0.09% | −6,790−18.7% | Reduced |
| Sowell Financial Services LLC | 29,556 | $1.68M | 0.11% | +6,602+28.8% | Added |
| Fort Sheridan Advisors LLC | 29,497 | $1.68M | 0.55% | −2,193−6.9% | Reduced |
| Leavell Investment Management, Inc. | 29,449 | $1.68M | 0.13% | +5,350+22.2% | Added |
| Quadrant Capital Group LLC | 29,194 | $1.66M | 0.19% | +1,298+4.7% | Added |
| Park Avenue Securities LLC | 29,154 | $1.66M | 0.03% | +1,985+7.3% | Added |
| NewEdge Wealth, LLC | 28,898 | $1.65M | 0.07% | −2,942−9.2% | Reduced |
| Penserra Capital Management LLC | 28,796 | $1.64M | 0.04% | +28,076+3,899.4% | Added |
| Cowa, LLC | 28,090 | $1.60M | 1.00% | +1,874+7.1% | Added |
| Absher Wealth Management, LLC | 27,857 | $1.59M | 0.29% | +5,410+24.1% | Added |
| Stock Yards Bank & Trust Co | 27,378 | $1.56M | 0.06% | −780−2.8% | Reduced |
| Regatta Capital Group, LLC | 27,218 | $1.55M | 0.55% | −416−1.5% | Reduced |
| Stableford Capital II LLC | 26,659 | $1.55M | 0.84% | −202−0.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 27,058 | $1.54M | 0.13% | −880−3.1% | Reduced |
| Chelsea Counsel Co | 26,912 | $1.53M | 0.77% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 26,893 | $1.53M | 0.03% | +3,690+15.9% | Added |
| Bahl & Gaynor Inc | 26,850 | $1.53M | 0.01% | 00.0% | Unchanged |
| Financial Counselors Inc | 26,821 | $1.53M | 0.03% | +2,135+8.6% | Added |
| Roberts Wealth Advisors, LLC | 27,057 | $1.51M | 0.73% | +714+2.7% | Added |
| Lester Murray Antman dba SimplyRich | 26,519 | $1.51M | 0.60% | +307+1.2% | Added |
| Credit Capital Investments LLC | 26,500 | $1.51M | 2.19% | 00.0% | Unchanged |
| Highland Capital Management, LLC | 26,454 | $1.51M | 0.11% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 27,404 | $1.50M | 0.24% | +119+0.4% | Added |
| Candriam Luxembourg S.C.A. | 26,075 | $1.48M | 0.01% | +26,075 | New |
| Umb Bank N A | 25,855 | $1.47M | 0.02% | −4,747−15.5% | Reduced |
| Old National Bancorp | 25,724 | $1.47M | 0.05% | +3,654+16.6% | Added |
| Harbour Investment Management LLC | 25,703 | $1.46M | 0.84% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 25,700 | $1.46M | 0.30% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 25,575 | $1.46M | 0.46% | −1,631−6.0% | Reduced |
| Park National Corp | 25,540 | $1.45M | 0.06% | −794−3.0% | Reduced |
| Perigon Wealth Management, LLC | 25,467 | $1.45M | 0.09% | +3,373+15.3% | Added |
| Sequoia Financial Advisors, LLC | 25,229 | $1.44M | 0.04% | +7,117+39.3% | Added |
| Hunter Associates Investment Management LLC | 25,067 | $1.43M | 0.34% | 00.0% | Unchanged |
| Grace & White Inc | 24,816 | $1.41M | 0.28% | 00.0% | Unchanged |
| Wedbush Securities Inc | 24,499 | $1.40M | 0.08% | −1,991−7.5% | Reduced |
| Lakeview Capital Partners, LLC | 23,769 | $1.39M | 0.44% | +3,673+18.3% | Added |
| Great Valley Advisor Group, Inc. | 24,377 | $1.39M | 0.07% | +1,035+4.4% | Added |
| Howland Capital Management LLC | 24,245 | $1.38M | 0.09% | +1,600+7.1% | Added |
| Chilton Capital Management LLC | 24,133 | $1.37M | 0.09% | +2,428+11.2% | Added |
| Marshall Wace, LLP | 24,121 | $1.37M | 0.00% | +24,121 | New |
| National Asset Management, Inc. | 23,874 | $1.36M | 0.04% | +811+3.5% | Added |
| Kestra Private Wealth Services, LLC | 23,684 | $1.35M | 0.07% | +10,137+74.8% | Added |
| IFP Advisors, Inc | 25,237 | $1.33M | 0.04% | −20,521−44.8% | Reduced |
| Pitcairn Co | 23,327 | $1.33M | 0.13% | +743+3.3% | Added |
| King Luther Capital Management Corp | 23,249 | $1.32M | 0.01% | −1,116−4.6% | Reduced |
| Manufacturers Life Insurance Company, The | 23,223 | $1.32M | 0.00% | −853−3.5% | Reduced |
| Cutter & CO Brokerage, Inc. | 23,096 | $1.32M | 0.44% | −470−2.0% | Reduced |
| HighTower Trust Services, LTA | 22,949 | $1.30M | 0.13% | +493+2.2% | Added |
| Solstein Capital, LLC | 22,750 | $1.30M | 1.08% | +994+4.6% | Added |
| Crescent Sterling, Ltd. | 22,563 | $1.28M | 1.38% | +22,563 | New |
| Wesbanco Bank Inc | 22,471 | $1.28M | 0.06% | +5,873+35.4% | Added |