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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 14,425 | $822.0K | 0.07% | −1,780−11.0% | Reduced |
| Tiaa, FSB | 14,330 | $816.1K | 0.00% | −2,380−14.2% | Reduced |
| Puzo Michael J | 14,250 | $811.5K | 0.29% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 14,247 | $811.4K | 0.08% | +451+3.3% | Added |
| Rodgers Brothers Inc. | 14,200 | $808.7K | 0.16% | −2,550−15.2% | Reduced |
| Banco de Sabadell, S.A | 14,126 | $804.0K | 0.68% | +278+2.0% | Added |
| TD Private Client Wealth LLC | 14,083 | $802.0K | 0.04% | −873−5.8% | Reduced |
| Kingsview Wealth Management, LLC | 14,039 | $799.5K | 0.03% | −284−2.0% | Reduced |
| Stoneridge Investment Partners LLC | 13,998 | $797.0K | 0.44% | +5,339+61.7% | Added |
| Hayek Kallen Investment Management | 13,984 | $796.0K | 0.37% | −32−0.2% | Reduced |
| Mairs & Power Inc | 13,920 | $792.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13,808 | $786.4K | 0.36% | +13,808 | New |
| Pacific Global Investment Management CO | 13,674 | $778.7K | 0.17% | +221+1.6% | Added |
| Texas Yale Capital Corp. | 13,638 | $776.7K | 0.04% | +8,700+176.2% | Added |
| Clearstead Advisors, LLC | 13,632 | $776.3K | 0.06% | +100+0.7% | Added |
| GW Henssler & Associates Ltd | 13,610 | $775.1K | 0.05% | −1,112−7.6% | Reduced |
| Central Trust Co | 13,547 | $771.5K | 0.02% | −45−0.3% | Reduced |
| Navellier & Associates Inc | 13,513 | $769.6K | 0.16% | +402+3.1% | Added |
| Crewe Advisors LLC | 13,422 | $764.4K | 0.12% | 00.0% | Unchanged |
| Archetype Wealth Partners | 13,300 | $757.0K | 0.19% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,145 | $748.6K | 0.08% | +2,189+20.0% | Added |
| Pettyjohn, Wood & White, Inc | 13,135 | $748.0K | 0.19% | +2,085+18.9% | Added |
| Hudson Portfolio Management LLC | 13,055 | $743.5K | 0.82% | −100−0.8% | Reduced |
| Kovack Advisors, Inc. | 13,031 | $742.1K | 0.11% | −170−1.3% | Reduced |
| GFG Capital, LLC | 12,979 | $739.2K | 0.17% | −1,120−7.9% | Reduced |
| Pin Oak Investment Advisors Inc | 12,967 | $738.0K | 0.91% | −908−6.5% | Reduced |
| Mission Wealth Management, LP | 12,943 | $737.1K | 0.04% | −2,018−13.5% | Reduced |
| Sage Rhino Capital LLC | 12,916 | $735.5K | 0.23% | +349+2.8% | Added |
| Lake Street Advisors Group, LLC | 12,906 | $735.0K | 0.05% | −1,053−7.5% | Reduced |
| Birmingham Capital Management Co Inc | 12,883 | $733.7K | 0.28% | +275+2.2% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,800 | $729.0K | 0.00% | +6,300+96.9% | Added |
| Infrastructure Capital Advisors, LLC | 12,793 | $728.6K | 0.14% | −332−2.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 12,785 | $728.1K | 0.48% | −148−1.1% | Reduced |
| SlateStone Wealth, LLC | 12,730 | $725.0K | 0.17% | +12,730 | New |
| Sunbelt Securities, Inc. | 12,719 | $724.3K | 0.14% | +1,982+18.5% | Added |
| NVWM, LLC | 12,699 | $723.2K | 0.26% | +76+0.6% | Added |
| Strategic Global Advisors, LLC | 12,652 | $720.5K | 0.12% | −12−0.1% | Reduced |
| First Horizon Advisors, Inc. | 12,628 | $719.2K | 0.03% | −64−0.5% | Reduced |
| Aull & Monroe Investment Management Corp | 12,450 | $709.0K | 0.35% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 12,455 | $709.0K | 0.10% | +308+2.5% | Added |
| Hancock Whitney Corp | 12,325 | $702.0K | 0.03% | +530+4.5% | Added |
| Private Advisor Group, LLC | 42,401 | $700.0K | 0.04% | +1,473+3.6% | Added |
| Waverton Investment Management Ltd | 12,248 | $698.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 12,206 | $695.1K | 0.05% | +100+0.8% | Added |
| Woodmont Investment Counsel LLC | 12,175 | $693.4K | 0.08% | 00.0% | Unchanged |
| TCW Group Inc | 12,146 | $691.7K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 12,024 | $684.8K | 0.00% | −428−3.4% | Reduced |
| Capital Investment Advisors, LLC | 12,007 | $684.0K | 0.02% | +1,198+11.1% | Added |
| Prime Capital Investment Advisors, LLC | 11,980 | $682.2K | 0.03% | +1,225+11.4% | Added |
| Federation des caisses Desjardins du Quebec | 11,918 | $678.7K | 0.01% | −131−1.1% | Reduced |
| Schnieders Capital Management LLC | 11,835 | $674.0K | 0.15% | −10−0.1% | Reduced |
| Proequities, Inc. | 11,798 | $671.9K | 0.05% | +2,210+23.0% | Added |
| Eagle Asset Management Inc | 11,959 | $669.0K | 0.00% | −214−1.8% | Reduced |
| Vontobel Holding Ltd. | 11,620 | $661.7K | 0.01% | 00.0% | Unchanged |
| Energy Opportunities Capital Management, LLC | 11,590 | $660.1K | 1.92% | −610−5.0% | Reduced |
| Arkadios Wealth Advisors | 11,567 | $658.7K | 0.09% | +2,840+32.5% | Added |
| Marks Group Wealth Management, Inc | 11,493 | $654.5K | 0.09% | −812−6.6% | Reduced |
| Jefferies Financial Group Inc. | 11,404 | $649.5K | 0.01% | +11,404 | New |
| Investors Research Corp | 11,382 | $648.2K | 0.18% | −150−1.3% | Reduced |
| Wade G W & Inc | 11,341 | $646.0K | 0.03% | +3,564+45.8% | Added |
| Henry James International Management, Inc. | 11,272 | $641.9K | 0.31% | −10.0% | Reduced |
| GWM Advisors LLC | 40,494 | $641.4K | 0.02% | +5,297+15.0% | Added |
| Mather Group, LLC. | 11,222 | $639.1K | 0.01% | −363−3.1% | Reduced |
| Bradley Foster & Sargent Inc | 11,129 | $633.8K | 0.02% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 11,105 | $632.4K | 0.12% | −750−6.3% | Reduced |
| Elevated Capital Advisors, LLC | 11,059 | $629.8K | 0.24% | +353+3.3% | Added |
| 9258 Wealth Management, LLC | 11,014 | $627.3K | 0.14% | −287−2.5% | Reduced |
| Segall Bryant & Hamill, LLC | 11,024 | $627.0K | 0.01% | −599−5.2% | Reduced |
| Ironsides Asset Advisors, LLC | 11,002 | $627.0K | 0.29% | −100−0.9% | Reduced |
| Kozak & Associates, Inc. | 11,001 | $627.0K | 0.31% | 00.0% | Unchanged |
| ETF Store, Inc. | 10,104 | $624.1K | 0.48% | +948+10.4% | Added |
| EP Wealth Advisors, LLC | 10,895 | $620.5K | 0.01% | −1,460−11.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 10,864 | $618.7K | 0.00% | −512,494−97.9% | Reduced |
| Balentine LLC | 10,860 | $618.5K | 0.02% | −1,029−8.7% | Reduced |
| Lazard Asset Management LLC | 10,836 | $616.0K | 0.00% | −534−4.7% | Reduced |
| HSBC Holdings PLC | 10,668 | $607.5K | 0.00% | −82−0.8% | Reduced |
| Forefront Wealth Management Inc. | 10,619 | $604.7K | 0.81% | +50.0% | Added |
| Evoke Wealth, LLC | 10,614 | $604.4K | 0.02% | +620+6.2% | Added |
| Personal Capital Advisors Corp | 10,609 | $604.2K | 0.00% | +703+7.1% | Added |
| DFPG Investments, LLC | 10,077 | $593.8K | 0.10% | +10,077 | New |
| Vident Investment Advisory, LLC | 10,415 | $593.1K | 0.02% | +10,415 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10,406 | $592.6K | 0.00% | −3,941−27.5% | Reduced |
| Clear Street Markets LLC | 10,400 | $592.0K | 0.12% | −13,600−56.7% | Reduced |
| North Star Investment Management Corp. | 10,350 | $589.4K | 0.05% | −100−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 10,300 | $586.6K | 0.69% | 00.0% | Unchanged |
| Lido Advisors, LLC | 10,284 | $585.7K | 0.01% | +2,216+27.5% | Added |
| Toronto Dominion Bank | 10,246 | $584.0K | 0.00% | +1,320+14.8% | Added |
| Steel Peak Wealth Management LLC | 10,242 | $583.3K | 0.04% | −232−2.2% | Reduced |
| Welch & Forbes LLC | 10,241 | $583.2K | 0.01% | +1,883+22.5% | Added |
| Wrapmanager Inc | 10,212 | $582.0K | 0.19% | +645+6.7% | Added |
| Venture Visionary Partners LLC | 10,193 | $580.5K | 0.04% | −1,922−15.9% | Reduced |
| CAPROCK Group, Inc. | 10,144 | $577.7K | 0.05% | +121+1.2% | Added |
| SYSTM Wealth Solutions LLC | 10,143 | $577.6K | 0.07% | +10,143 | New |
| Penbrook Management LLC | 10,100 | $575.2K | 0.49% | −2,000−16.5% | Reduced |
| John G Ullman & Associates Inc | 10,100 | $575.0K | 0.09% | +200+2.0% | Added |
| Legacy Financial Advisors, Inc. | 10,011 | $570.1K | 0.12% | +1,141+12.9% | Added |
| Shelton Capital Management | 10,000 | $569.5K | 0.06% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $569.5K | 0.30% | 00.0% | Unchanged |
| DMG Group, LLC | 10,144 | $568.0K | 0.64% | +195+2.0% | Added |
| Saturna Capital CORP | 9,949 | $566.6K | 0.01% | 00.0% | Unchanged |