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 |
|---|---|---|---|---|---|
| WNY Asset Management, LLC | 7,372 | $419.8K | 0.11% | +7,372 | New |
| Lindbrook Capital, LLC | 7,371 | $419.8K | 0.05% | −109−1.5% | Reduced |
| West Oak Capital, LLC | 7,305 | $416.0K | 0.22% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 7,300 | $415.7K | 0.02% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 7,268 | $413.9K | 0.06% | −61−0.8% | Reduced |
| Transform Wealth, LLC | 7,262 | $413.6K | 0.05% | −56−0.8% | Reduced |
| Northeast Financial Consultants Inc | 7,250 | $412.9K | 0.03% | 00.0% | Unchanged |
| Northeast Investment Management | 7,211 | $411.0K | 0.03% | +1,537+27.1% | Added |
| Y.D. More Investments Ltd | 7,250 | $410.9K | 0.11% | +7,250 | New |
| Ausdal Financial Partners, Inc. | 7,210 | $410.6K | 0.06% | −1,495−17.2% | Reduced |
| BLB&B Advisors, LLC | 7,176 | $408.7K | 0.03% | −1,200−14.3% | Reduced |
| Cardiff Park Advisors, LLC | 7,146 | $406.9K | 0.06% | −46−0.6% | Reduced |
| Rossmore Private Capital | 7,132 | $406.2K | 0.07% | +104+1.5% | Added |
| StrategIQ Financial Group, LLC | 7,117 | $405.3K | 0.05% | +100+1.4% | Added |
| Blueprint Investment Partners LLC | 7,103 | $404.5K | 0.09% | +1,169+19.7% | Added |
| Cambridge Trust Co | 7,095 | $404.0K | 0.02% | −678−8.7% | Reduced |
| RMB Capital Management, LLC | 7,089 | $403.7K | 0.01% | −1,062−13.0% | Reduced |
| Brookstone Capital Management | 7,051 | $403.7K | 0.01% | +1,585+29.0% | Added |
| Anchor Investment Management, LLC | 7,083 | $403.4K | 0.06% | −100−1.4% | Reduced |
| Belpointe Asset Management LLC | 7,068 | $402.5K | 0.02% | +3,196+82.5% | Added |
| Summit Financial Group Inc | 7,060 | $402.0K | 0.16% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 7,048 | $401.4K | 0.09% | +220+3.2% | Added |
| Western Wealth Management, LLC | 7,039 | $400.9K | 0.04% | −5,616−44.4% | Reduced |
| First National Trust Co | 7,016 | $399.6K | 0.02% | −32−0.5% | Reduced |
| Wallace Advisory Group, LLC | 7,012 | $399.3K | 0.32% | +7,012 | New |
| Saxon Interests, Inc. | 6,865 | $398.7K | 0.23% | −2,800−29.0% | Reduced |
| Cubic Asset Management, LLC | 6,997 | $398.5K | 0.11% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 6,980 | $398.0K | 0.09% | −629−8.3% | Reduced |
| Parkside Financial Bank & Trust | 6,973 | $397.1K | 0.11% | +589+9.2% | Added |
| Robertson Stephens Wealth Management, LLC | 6,946 | $395.6K | 0.04% | +84+1.2% | Added |
| Coldstream Capital Management Inc | 6,933 | $394.8K | 0.01% | +6,933 | New |
| Credit Agricole S A | 6,900 | $393.0K | 0.01% | 00.0% | Unchanged |
| Avant Capital LLC | 6,894 | $392.6K | 0.48% | 00.0% | Unchanged |
| Successful Portfolios LLC | 6,856 | $390.0K | 0.25% | −550−7.4% | Reduced |
| Gyroscope Capital Management Group, LLC | 6,839 | $389.5K | 0.12% | −10−0.1% | Reduced |
| Geneos Wealth Management Inc. | 6,833 | $389.1K | 0.02% | +400+6.2% | Added |
| Curated Wealth Partners LLC | 6,777 | $386.0K | 0.09% | −1,074−13.7% | Reduced |
| Insight 2811, Inc. | 6,755 | $385.0K | 0.24% | −200−2.9% | Reduced |
| Apexium Financial, LP | 6,736 | $383.6K | 0.04% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 6,724 | $382.9K | 0.09% | −512−7.1% | Reduced |
| Financial Advisory Service, Inc. | 6,698 | $381.4K | 0.04% | +54+0.8% | Added |
| Ledyard National Bank | 6,678 | $380.3K | 0.04% | 00.0% | Unchanged |
| Boston Research & Management Inc | 6,644 | $378.0K | 0.12% | +6,644 | New |
| Well Done, LLC | 6,593 | $375.4K | 0.08% | −331−4.8% | Reduced |
| Alpha Omega Wealth Management LLC | 6,550 | $373.0K | 0.07% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 6,538 | $373.0K | 0.03% | +304+4.9% | Added |
| Eagle Harbor Asset Management Inc | 6,544 | $372.7K | 0.55% | −3,218−33.0% | Reduced |
| Two Sigma Securities, LLC | 6,539 | $372.4K | 0.05% | +6,539 | New |
| Strategic Advisors LLC | 6,500 | $370.2K | 0.08% | −3,900−37.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $370.2K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 6,493 | $369.8K | 0.14% | +1,289+24.8% | Added |
| Smith, Moore & Co. | 6,475 | $368.8K | 0.05% | −288−4.3% | Reduced |
| Rothschild Investment Corp | 6,464 | $368.0K | 0.03% | −250−3.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 6,450 | $367.3K | 0.09% | −100−1.5% | Reduced |
| NTV Asset Management LLC | 6,450 | $367.3K | 0.07% | 00.0% | Unchanged |
| Bennicas & Associates, Inc. | 6,450 | $367.3K | 0.21% | +6,450 | New |
| Rehmann Capital Advisory Group | 6,449 | $367.3K | 0.04% | −248−3.7% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $367.0K | 0.25% | 00.0% | Unchanged |
| Element Wealth, LLC | 6,434 | $366.4K | 0.30% | −344−5.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,429 | $366.1K | 0.19% | +6,429 | New |
| Gagnon Securities LLC | 6,397 | $364.3K | 0.08% | −200−3.0% | Reduced |
| Allworth Financial LP | 6,370 | $362.7K | 0.00% | +1,011+18.9% | Added |
| Wealthsource Partners, LLC | 6,336 | $360.8K | 0.03% | −148−2.3% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 6,300 | $358.8K | 0.17% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 6,275 | $357.0K | 0.17% | −175−2.7% | Reduced |
| Independence Bank of Kentucky | 6,264 | $357.0K | 0.16% | +359+6.1% | Added |
| Principle Wealth Partners LLC | 6,266 | $356.8K | 0.04% | +520+9.0% | Added |
| Baxter Bros Inc | 6,245 | $356.0K | 0.06% | −100−1.6% | Reduced |
| Probity Advisors, Inc. | 6,248 | $355.8K | 0.08% | +225+3.7% | Added |
| Fulton Bank, N.A. | 6,159 | $351.0K | 0.02% | −3,680−37.4% | Reduced |
| Beacon Capital Management, LLC | 6,155 | $350.5K | 0.12% | −229−3.6% | Reduced |
| Berkeley Capital Partners, LLC | 6,147 | $350.1K | 0.14% | +20.0% | Added |
| InTrack Investment Management Inc | 6,144 | $349.9K | 0.35% | −420−6.4% | Reduced |
| Prio Wealth Limited Partnership | 6,135 | $349.4K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 6,100 | $347.4K | 0.13% | −200−3.2% | Reduced |
| Texas Capital Bancshares Inc | 6,098 | $347.3K | 0.24% | +160+2.7% | Added |
| Intrust Bank NA | 6,079 | $346.2K | 0.05% | +1,375+29.2% | Added |
| Arvest Trust Co N A | 6,075 | $346.0K | 0.02% | −26−0.4% | Reduced |
| Hamel Associates, Inc. | 6,050 | $344.7K | 0.12% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 5,897 | $344.2K | 0.23% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 6,035 | $343.7K | 0.18% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 6,030 | $343.4K | 0.01% | −548−8.3% | Reduced |
| Altshuler Shaham Ltd | 6,000 | $341.7K | 0.01% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $341.7K | 0.05% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,994 | $341.0K | 0.44% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,943 | $338.4K | 0.04% | +380+6.8% | Added |
| Shulman DeMeo Asset Management LLC | 5,940 | $338.3K | 0.11% | −9−0.2% | Reduced |
| First Foundation Advisors | 5,885 | $335.2K | 0.02% | +1,383+30.7% | Added |
| Gallacher Capital Management LLC | 5,875 | $334.6K | 0.20% | +5,875 | New |
| Glen Eagle Advisors, LLC | 5,862 | $333.8K | 0.09% | +1,030+21.3% | Added |
| Harbour Capital Advisors, LLC | 5,955 | $333.4K | 0.11% | −50−0.8% | Reduced |
| Bridges Investment Management Inc | 5,836 | $332.4K | 0.01% | −400−6.4% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,835 | $332.3K | 0.05% | −295−4.8% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,800 | $330.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 5,773 | $328.8K | 0.05% | +3,155+120.5% | Added |
| Syntal Capital Partners, LLC | 5,752 | $327.6K | 0.13% | +51+0.9% | Added |
| Atlantic Union Bankshares Corp | 5,718 | $325.6K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 5,680 | $323.5K | 0.03% | −26−0.5% | Reduced |
| MBA Advisors LLC | 5,667 | $322.7K | 0.21% | −2,020−26.3% | Reduced |
| Private Asset Management Inc | 5,650 | $322.0K | 0.05% | −100−1.7% | Reduced |