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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 9,883 | $562.8K | 0.19% | +20.0% | Added |
| Matthew Goff Investment Advisor, LLC | 9,857 | $561.4K | 0.15% | +4,808+95.2% | Added |
| NBT Bank N A | 9,850 | $561.0K | 0.08% | +30.0% | Added |
| Advisors Capital Management, LLC | 9,809 | $559.0K | 0.02% | +9,809 | New |
| W Advisors, LLC | 9,764 | $556.1K | 0.46% | −100−1.0% | Reduced |
| Smithfield Trust Co | 9,766 | $556.0K | 0.04% | −1,741−15.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,756 | $555.6K | 0.10% | −900−8.4% | Reduced |
| Arete Wealth Advisors, LLC | 9,723 | $553.7K | 0.05% | −90−0.9% | Reduced |
| Nwam LLC | 9,712 | $553.1K | 0.05% | +3,186+48.8% | Added |
| Diligent Investors, LLC | 9,703 | $552.6K | 0.18% | −2,276−19.0% | Reduced |
| TrinityPoint Wealth, LLC | 9,675 | $551.0K | 0.13% | +122+1.3% | Added |
| Schulhoff & Co Inc | 9,667 | $550.5K | 0.25% | 00.0% | Unchanged |
| Argent Trust Co | 9,634 | $548.7K | 0.04% | −709−6.9% | Reduced |
| Dorchester Wealth Management Co | 9,625 | $548.1K | 0.13% | −1,200−11.1% | Reduced |
| Romano Brothers and Company | 9,578 | $545.5K | 0.08% | −1,890−16.5% | Reduced |
| Fruth Investment Management | 9,573 | $545.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 9,526 | $542.3K | 0.00% | +9,526 | New |
| R.H. Dinel Investment Counsel, Inc. | 9,515 | $541.9K | 0.48% | 00.0% | Unchanged |
| StoneX Group Inc. | 9,502 | $541.2K | 0.06% | +9,502 | New |
| Baker Tilly Wealth Management, LLC | 9,487 | $540.3K | 0.07% | −479−4.8% | Reduced |
| Independent Financial Group, LLC | 9,467 | $539.1K | 0.05% | −190−2.0% | Reduced |
| Clarus Group, Inc. | 9,429 | $537.0K | 0.47% | −5,905−38.5% | Reduced |
| Albert D Mason Inc | 9,405 | $536.0K | 0.38% | +940+11.1% | Added |
| Williams Jones Wealth Management, LLC. | 9,367 | $533.5K | 0.01% | +186+2.0% | Added |
| Parsons Capital Management Inc | 9,285 | $528.8K | 0.04% | −704−7.0% | Reduced |
| Wambolt & Associates, LLC | 9,250 | $526.8K | 0.20% | +3,095+50.3% | Added |
| Diversified Trust Co | 9,219 | $525.0K | 0.02% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 9,209 | $524.5K | 0.05% | +1,901+26.0% | Added |
| First Wilshire Securities Management Inc | 9,174 | $522.0K | 0.18% | 00.0% | Unchanged |
| Private Trust Co NA | 9,162 | $522.0K | 0.08% | +9,162 | New |
| Raab & Moskowitz Asset Management LLC | 9,166 | $522.0K | 0.20% | +1,133+14.1% | Added |
| 180 Wealth Advisors, LLC | 8,877 | $519.5K | 0.12% | −45−0.5% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 9,095 | $518.0K | 0.15% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 9,072 | $516.6K | 0.18% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 9,069 | $516.0K | 0.02% | +3,270+56.4% | Added |
| Seed Wealth Management, Inc. | 9,035 | $514.5K | 0.59% | +9,035 | New |
| Ronald Blue Trust, Inc. | 10,322 | $514.0K | 0.01% | +1,554+17.7% | Added |
| MSH Capital Advisors LLC | 9,009 | $513.1K | 0.23% | −160−1.7% | Reduced |
| Estabrook Capital Management | 8,935 | $508.8K | 0.09% | −800−8.2% | Reduced |
| SG Americas Securities, LLC | 8,896 | $507.0K | 0.01% | −4,613−34.1% | Reduced |
| Plancorp, LLC | 8,887 | $506.1K | 0.03% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 8,855 | $504.3K | 0.20% | +78+0.9% | Added |
| Karpas Strategies, LLC | 8,852 | $504.1K | 0.18% | 00.0% | Unchanged |
| Ramsay, Stattman, Vela & Price, Inc. | 8,835 | $503.2K | 0.11% | 00.0% | Unchanged |
| Select Asset Management & Trust | 8,824 | $503.0K | 0.60% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 8,801 | $501.2K | 0.12% | +1,110+14.4% | Added |
| Two Sigma Investments, LP | 8,800 | $501.2K | 0.00% | −88,526−91.0% | Reduced |
| Bank Hapoalim BM | 8,790 | $501.0K | 0.06% | −678−7.2% | Reduced |
| Baldwin Investment Management, LLC | 8,779 | $500.0K | 0.09% | +1,747+24.8% | Added |
| Verdence Capital Advisors LLC | 8,739 | $497.7K | 0.06% | −21−0.2% | Reduced |
| Integrated Advisors Network LLC | 8,733 | $497.4K | 0.03% | +69+0.8% | Added |
| Retirement Guys Formula LLC | 8,976 | $496.7K | 0.41% | +4,786+114.2% | Added |
| Laurel Wealth Advisors, Inc. | 8,690 | $495.0K | 0.05% | −225−2.5% | Reduced |
| Inscription Capital, LLC | 8,659 | $493.1K | 0.17% | −324−3.6% | Reduced |
| Gradient Investments LLC | 8,645 | $492.3K | 0.02% | −199−2.3% | Reduced |
| Boyd Watterson Asset Management LLC | 8,613 | $490.5K | 0.20% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8,560 | $487.5K | 0.03% | +3,291+62.5% | Added |
| Parallel Advisors, LLC | 8,499 | $484.1K | 0.02% | −9,065−51.6% | Reduced |
| Boston Family Office LLC | 8,502 | $484.0K | 0.04% | −848−9.1% | Reduced |
| Apollon Wealth Management, LLC | 8,471 | $482.4K | 0.03% | −653−7.2% | Reduced |
| Jacobi Capital Management LLC | 8,412 | $479.0K | 0.06% | −76−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 8,397 | $478.2K | 0.01% | +19+0.2% | Added |
| Philadelphia Trust Co | 8,350 | $476.0K | 0.05% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 8,255 | $470.1K | 0.15% | +8,255 | New |
| Gables Capital Management Inc. | 8,240 | $469.3K | 0.34% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 8,179 | $466.0K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 8,163 | $465.0K | 0.03% | −825−9.2% | Reduced |
| Ellerson Group Inc | 8,171 | $465.0K | 0.49% | +8,171 | New |
| Alliance Wealth Advisors, LLC | 8,106 | $461.7K | 0.21% | +8,106 | New |
| Stokes Family Office, LLC | 8,088 | $460.6K | 0.06% | −17−0.2% | Reduced |
| Drive Wealth Management, LLC | 8,076 | $460.0K | 0.23% | +596+8.0% | Added |
| J.W. Cole Advisors, Inc. | 8,056 | $458.8K | 0.04% | +948+13.3% | Added |
| Vaughan David Investments LLC | 8,010 | $456.0K | 0.01% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 7,803 | $455.6K | 0.17% | +7,803 | New |
| waypoint wealth counsel | 8,000 | $455.6K | 0.37% | +8,000 | New |
| YorkBridge Wealth Partners, LLC | 7,989 | $455.0K | 0.12% | −770−8.8% | Reduced |
| Ignite Planners, LLC | 7,745 | $453.2K | 0.19% | +1,350+21.1% | Added |
| 44 Wealth Management LLC | 7,943 | $452.4K | 0.16% | +1,467+22.7% | Added |
| Stonegate Investment Group, LLC | 7,920 | $451.0K | 0.02% | +681+9.4% | Added |
| Flagship Harbor Advisors, LLC | 7,910 | $450.5K | 0.05% | +614+8.4% | Added |
| Montag A & Associates Inc | 7,886 | $449.1K | 0.03% | +111+1.4% | Added |
| Cape Cod Five Cents Savings Bank | 7,855 | $447.3K | 0.05% | −33−0.4% | Reduced |
| Farmers Trust Co | 7,829 | $446.0K | 0.10% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7,802 | $444.3K | 0.27% | −206−2.6% | Reduced |
| Westwood Holdings Group Inc. | 7,770 | $443.0K | 0.00% | 00.0% | Unchanged |
| LMCG Investments, LLC | 7,709 | $439.0K | 0.03% | −3,739−32.7% | Reduced |
| KCM Investment Advisors LLC | 7,681 | $437.0K | 0.02% | +188+2.5% | Added |
| Sittner & Nelson, LLC | 7,670 | $436.8K | 0.27% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 7,667 | $436.6K | 0.20% | +21+0.3% | Added |
| Lincoln National Corp | 7,645 | $435.4K | 0.01% | +2,502+48.6% | Added |
| Sheaff Brock Investment Advisors, LLC | 7,620 | $433.9K | 0.05% | +523+7.4% | Added |
| Alhambra Investment Partners LLC | 7,598 | $432.7K | 0.32% | +47+0.6% | Added |
| Simon Quick Advisors, LLC | 7,596 | $432.6K | 0.05% | +1,101+17.0% | Added |
| Headinvest, LLC | 7,570 | $431.1K | 0.10% | +18+0.2% | Added |
| Laidlaw Wealth Management LLC | 7,537 | $429.2K | 0.09% | −500−6.2% | Reduced |
| Grimes & Company, Inc. | 7,530 | $428.8K | 0.02% | −789−9.5% | Reduced |
| Courier Capital LLC | 7,478 | $425.9K | 0.05% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,462 | $425.0K | 0.03% | −425−5.4% | Reduced |
| Capital Investment Advisory Services, LLC | 7,425 | $422.9K | 0.05% | +639+9.4% | Added |
| CWA Asset Management Group, LLC | 7,400 | $421.4K | 0.03% | +7,400 | New |