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 |
|---|---|---|---|---|---|
| Kelly Lawrence W & Associates Inc | 22,456 | $1.28M | 0.36% | −3,301−12.8% | Reduced |
| Everett Harris & Co | 22,383 | $1.27M | 0.02% | −900−3.9% | Reduced |
| Assetmark, Inc | 22,304 | $1.27M | 0.01% | +4,386+24.5% | Added |
| Americana Partners, LLC | 22,350 | $1.26M | 0.22% | −43,332−66.0% | Reduced |
| Herold Advisors, Inc. | 21,988 | $1.25M | 0.53% | +1,010+4.8% | Added |
| Ipswich Investment Management Co., Inc. | 21,829 | $1.24M | 0.36% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 21,598 | $1.23M | 0.02% | +443+2.1% | Added |
| McKinley Capital Management LLC /Delaware | 21,505 | $1.22M | 0.16% | +5,541+34.7% | Added |
| Flow Traders U.S. LLC | 21,457 | $1.22M | 0.06% | +21,457 | New |
| Johnson Investment Counsel Inc | 21,445 | $1.22M | 0.02% | +80+0.4% | Added |
| SOL Capital Management CO | 21,423 | $1.22M | 0.22% | −250−1.2% | Reduced |
| Independent Advisor Alliance | 21,256 | $1.21M | 0.15% | −147−0.7% | Reduced |
| Guggenheim Capital LLC | 20,920 | $1.19M | 0.01% | −3,687−15.0% | Reduced |
| Prudential Financial Inc | 20,876 | $1.19M | 0.00% | −3,627−14.8% | Reduced |
| Excalibur Management Corp | 20,676 | $1.18M | 0.62% | +80.0% | Added |
| Wellington Shields Capital Management, LLC | 20,325 | $1.16M | 0.14% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 20,216 | $1.15M | 0.13% | +7,285+56.3% | Added |
| 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 |
| GYL Financial Synergies, LLC | 20,194 | $1.15M | 0.25% | +20,194 | New |
| Beese Fulmer Investment Management, Inc. | 20,155 | $1.15M | 0.14% | −351−1.7% | Reduced |
| Shufro Rose & Co LLC | 20,150 | $1.15M | 0.10% | +100+0.5% | Added |
| FDx Advisors, Inc. | 20,033 | $1.14M | 0.05% | −4,584−18.6% | Reduced |
| Koshinski Asset Management, Inc. | 20,004 | $1.14M | 0.11% | −499−2.4% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.14M | 0.14% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 19,973 | $1.14M | 0.01% | +19,973 | New |
| Greystone Financial Group, LLC | 19,915 | $1.13M | 0.33% | +7,353+58.5% | Added |
| Atlas Private Wealth Management | 19,786 | $1.13M | 0.52% | +956+5.1% | Added |
| Beacon Pointe Advisors, LLC | 19,777 | $1.13M | 0.02% | +3,164+19.0% | Added |
| Red Spruce Capital, LLC | 19,695 | $1.12M | 0.71% | +500+2.6% | Added |
| Level Four Advisory Services, LLC | 19,646 | $1.12M | 0.08% | +418+2.2% | Added |
| Bogart Wealth, LLC | 19,589 | $1.12M | 0.08% | −559−2.8% | Reduced |
| MAI Capital Management | 19,582 | $1.12M | 0.02% | +2,134+12.2% | Added |
| Israel Discount Bank of New York | 19,433 | $1.11M | 0.94% | −36−0.2% | Reduced |
| Hantz Financial Services, Inc. | 19,367 | $1.10M | 0.03% | +189+1.0% | Added |
| Whittier Trust Co of Nevada Inc | 19,283 | $1.10M | 0.04% | −970−4.8% | Reduced |
| Ameritas Advisory Services, LLC | 19,264 | $1.10M | 0.05% | +19,264 | New |
| WealthTrust Axiom LLC | 19,233 | $1.10M | 0.38% | +30.0% | Added |
| Lee Danner & Bass Inc | 19,230 | $1.09M | 0.10% | −783−3.9% | Reduced |
| Eagle Rock Investment Company, LLC | 18,550 | $1.09M | 0.25% | +75+0.4% | Added |
| West Family Investments, Inc. | 19,162 | $1.09M | 0.37% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 18,936 | $1.08M | 0.19% | −2,989−13.6% | Reduced |
| XTX Topco Ltd | 18,887 | $1.08M | 0.23% | +18,887 | New |
| Intrua Financial, LLC | 18,168 | $1.07M | 0.25% | −1,338−6.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 18,673 | $1.06M | 0.25% | +18,673 | New |
| BTC Capital Management, Inc. | 18,553 | $1.06M | 0.13% | −2,090−10.1% | Reduced |
| Sigma Planning Corp | 18,499 | $1.05M | 0.04% | +3,035+19.6% | Added |
| Dorsey & Whitney Trust CO LLC | 18,334 | $1.04M | 0.10% | +3,377+22.6% | Added |
| Osborne Partners Capital Management, LLC | 18,291 | $1.04M | 0.08% | +43+0.2% | Added |
| Tandem Capital Management Corp | 18,245 | $1.04M | 0.82% | +3,105+20.5% | Added |
| Phoenix Holdings Ltd. | 18,051 | $1.03M | 0.02% | +595+3.4% | Added |
| Bank of Hawaii | 18,079 | $1.03M | 0.06% | +1,088+6.4% | Added |
| Nicholas Hoffman & Company, LLC. | 18,056 | $1.03M | 0.11% | −175−1.0% | Reduced |
| First National Bank of Omaha | 18,031 | $1.03M | 0.06% | −18,677−50.9% | Reduced |
| Glenview Trust Co | 17,777 | $1.01M | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 17,770 | $1.01M | 0.03% | −102−0.6% | Reduced |
| Wealth Alliance | 17,639 | $1.00M | 0.18% | −750−4.1% | Reduced |
| Auxier Asset Management | 17,496 | $996.4K | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 17,491 | $996.1K | 0.04% | +1,946+12.5% | Added |
| Greenleaf Trust | 17,418 | $992.0K | 0.01% | +944+5.7% | Added |
| Gamco Investors, Inc. Et Al | 17,396 | $990.7K | 0.01% | +4,050+30.3% | Added |
| Profund Advisors LLC | 17,342 | $987.6K | 0.06% | +4,305+33.0% | Added |
| Meridian Wealth Management, LLC | 17,265 | $983.2K | 0.10% | −2,640−13.3% | Reduced |
| Busey Wealth Management | 17,251 | $982.5K | 0.04% | −1,325−7.1% | Reduced |
| Epoch Investment Partners, Inc. | 17,177 | $978.2K | 0.01% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 17,137 | $976.0K | 0.05% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 17,000 | $968.0K | 0.01% | −5,000−22.7% | Reduced |
| Next Level Private LLC | 16,624 | $965.4K | 0.71% | +21+0.1% | Added |
| Wealthspire Advisors, LLC | 16,887 | $961.7K | 0.02% | +6,104+56.6% | Added |
| Rathbone Brothers plc | 16,700 | $951.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 16,691 | $950.0K | 0.00% | −1,122−6.3% | Reduced |
| Vise Technologies, Inc. | 16,679 | $949.9K | 0.30% | +2,051+14.0% | Added |
| Radnor Capital Management, LLC | 16,528 | $948.0K | 0.23% | −300−1.8% | Reduced |
| HF Advisory Group, LLC | 16,520 | $940.8K | 0.95% | +16,520 | New |
| Ieq Capital, LLC | 16,355 | $931.4K | 0.03% | −3,474−17.5% | Reduced |
| Whittier Trust Co | 16,347 | $931.0K | 0.02% | −387−2.3% | Reduced |
| Beck Mack & Oliver LLC | 16,337 | $930.4K | 0.03% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 16,223 | $924.0K | 0.07% | +16,223 | New |
| Baker Ellis Asset Management LLC | 16,200 | $922.6K | 0.18% | 00.0% | Unchanged |
| 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 |
| Dearborn Partners LLC | 16,167 | $920.7K | 0.04% | −222−1.4% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $906.9K | 0.26% | −125−0.8% | Reduced |
| Swiss Life Asset Management Ltd | 15,784 | $898.9K | 0.02% | −1,830−10.4% | Reduced |
| CenterStar Asset Management, LLC | – | $892.0K | 1.66% | – | New |
| Confluence Investment Management LLC | 15,634 | $890.0K | 0.01% | −539−3.3% | Reduced |
| Sendero Wealth Management, LLC | 15,509 | $883.2K | 0.31% | +3,882+33.4% | Added |
| Thompson Siegel & Walmsley LLC | 15,475 | $881.0K | 0.01% | +390+2.6% | Added |
| Farmers & Merchants Investments Inc | 15,420 | $878.2K | 0.04% | −1,135−6.9% | Reduced |
| Clifford Swan Investment Counsel LLC | 15,315 | $872.2K | 0.04% | 00.0% | Unchanged |
| Iams Wealth Management, LLC | 15,207 | $866.1K | 0.88% | +15,207 | New |
| Cyndeo Wealth Partners, LLC | 14,994 | $853.9K | 0.10% | +14,994 | New |
| Quantbot Technologies LP | 14,976 | $852.9K | 0.06% | +14,976 | New |
| Summit Global Investments | 14,702 | $837.0K | 0.07% | +4,948+50.7% | Added |
| Charles Schwab Investment Management Inc | 14,665 | $835.2K | 0.00% | +14,665 | New |
| Mount Yale Investment Advisors, LLC | 14,588 | $830.8K | 0.09% | −4,184−22.3% | Reduced |
| Moneta Group Investment Advisors LLC | 14,114 | $830.0K | 0.02% | −818−5.5% | Reduced |
| Shoker Investment Counsel, Inc. | 14,565 | $829.5K | 0.37% | −1,030−6.6% | Reduced |
| American Financial Group Inc | 14,500 | $826.0K | 0.28% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 14,440 | $822.4K | 0.06% | 00.0% | Unchanged |