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 |
|---|---|---|---|---|---|
| Single Point Partners, LLC | 5,641 | $321.0K | 0.08% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,620 | $320.0K | 0.13% | +1,590+39.5% | Added |
| Kenfarb & Co. | 5,600 | $318.9K | 0.28% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 5,600 | $318.9K | 0.13% | +700+14.3% | Added |
| Lafayette Investments, Inc. | 5,582 | $317.9K | 0.09% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 5,559 | $317.0K | 0.16% | −251−4.3% | Reduced |
| Susquehanna International Securities, Ltd. | 5,536 | $315.3K | 0.23% | +5,536 | New |
| Merit Financial Group, LLC | 5,511 | $313.8K | 0.01% | +1,092+24.7% | Added |
| Titleist Asset Management, Ltd. | 5,473 | $311.7K | 0.07% | +1,212+28.4% | Added |
| New Republic Capital, LLC | 5,470 | $311.5K | 0.25% | +5,470 | New |
| Tevis Investment Management | 5,470 | $311.5K | 0.33% | +267+5.1% | Added |
| Key Client Fiduciary Advisors, LLC | 5,465 | $311.2K | 0.21% | +5,465 | New |
| Red Cedar Capital, LLC | 5,543 | $310.0K | 0.20% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 5,413 | $308.3K | 0.05% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5,389 | $306.9K | 0.02% | +1,338+33.0% | Added |
| First National Bank of Hutchinson | 5,387 | $306.8K | 0.26% | +83+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,379 | $306.3K | 0.15% | +20+0.4% | Added |
| Stonebridge Capital Management Inc | 5,366 | $306.0K | 0.15% | −1,750−24.6% | Reduced |
| Sawtooth Solutions, LLC | 5,343 | $304.3K | 0.04% | +5,343 | New |
| Spire Wealth Management | 5,344 | $304.0K | 0.02% | +419+8.5% | Added |
| Baron Wealth Management LLC | 5,336 | $303.9K | 0.23% | +5,336 | New |
| Bartlett & Co. LLC | 5,316 | $303.0K | 0.01% | −168−3.1% | Reduced |
| Atlas Capital Advisors LLC | 5,319 | $302.9K | 0.05% | −3,322−38.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,316 | $302.7K | 0.01% | −168−3.1% | Reduced |
| Greenfield Savings Bank | 5,313 | $302.6K | 0.20% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,301 | $301.9K | 0.09% | 00.0% | Unchanged |
| Aries Wealth Management | 5,287 | $301.1K | 0.13% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 5,284 | $300.9K | 0.04% | −60−1.1% | Reduced |
| Principal Street Partners, LLC | 5,281 | $300.8K | 0.08% | −293−5.3% | Reduced |
| Blue Chip Partners, Inc. | 5,255 | $299.3K | 0.04% | −28−0.5% | Reduced |
| Paragon Capital Management LLC | 5,231 | $297.9K | 0.19% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 5,147 | $293.1K | 0.24% | +26+0.5% | Added |
| Savant Capital, LLC | 5,323 | $291.5K | 0.01% | +5,323 | New |
| AFS Financial Group, LLC | 5,106 | $290.8K | 0.21% | +5,106 | New |
| Moloney Securities Asset Management, LLC | 5,104 | $290.7K | 0.06% | +377+8.0% | Added |
| Cadinha & Co LLC | 5,095 | $290.2K | 0.06% | −550−9.7% | Reduced |
| Apeiron RIA LLC | 5,057 | $288.0K | 0.11% | −19−0.4% | Reduced |
| Pathstone Family Office, LLC | 19,779 | $285.3K | 0.01% | +12,723+180.3% | Added |
| RBF Capital, LLC | 5,000 | $285.0K | 0.02% | −10,000−66.7% | Reduced |
| FORA Capital, LLC | 4,988 | $284.1K | 0.05% | +4,988 | New |
| Ballew Advisors, Inc | 4,741 | $282.6K | 0.22% | −3−0.1% | Reduced |
| Thrivent Financial for Lutherans | 4,985 | $282.0K | 0.00% | −82−1.6% | Reduced |
| Patten & Patten Inc | 4,958 | $282.0K | 0.03% | 00.0% | Unchanged |
| TCWP LLC | 4,937 | $281.2K | 0.06% | +4,937 | New |
| Gladstone Institutional Advisory LLC | 4,935 | $281.1K | 0.02% | +658+15.4% | Added |
| Orion Portfolio Solutions, LLC | 4,884 | $278.1K | 0.01% | +692+16.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,868 | $277.2K | 0.08% | 00.0% | Unchanged |
| Washington Trust Co | 4,867 | $277.2K | 0.01% | +360+8.0% | Added |
| Keel Point, LLC | 4,859 | $276.7K | 0.04% | −42−0.9% | Reduced |
| Atlas Brown,Inc. | 4,842 | $275.8K | 0.14% | 00.0% | Unchanged |
| Qtron Investments LLC | 4,824 | $274.7K | 0.06% | −1,544−24.2% | Reduced |
| Silverlake Wealth Management LLC | 4,821 | $274.6K | 0.17% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 4,815 | $274.2K | 0.15% | +4,815 | New |
| Brave Asset Management Inc | 4,800 | $273.4K | 0.09% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 4,797 | $273.2K | 0.05% | +418+9.5% | Added |
| Duncker Streett & Co Inc | 4,785 | $272.5K | 0.07% | +7+0.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 4,782 | $272.3K | 0.01% | +4,782 | New |
| J. W. Coons Advisors, LLC | 4,774 | $271.9K | 0.08% | 00.0% | Unchanged |
| Axq Capital, LP | 4,762 | $271.2K | 0.19% | +4,762 | New |
| We Are One Seven, LLC | 4,750 | $270.5K | 0.03% | −345−6.8% | Reduced |
| Brighton Jones LLC | 4,717 | $268.7K | 0.02% | +467+11.0% | Added |
| Chicago Capital, LLC | 4,701 | $267.7K | 0.01% | 00.0% | Unchanged |
| Meyer Handelman Co | 4,700 | $267.7K | 0.01% | +4,700 | New |
| Bill Few Associates, Inc. | 4,693 | $267.3K | 0.16% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 4,656 | $265.1K | 0.01% | −136−2.8% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $265.1K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,628 | $265.0K | 0.04% | +179+4.0% | Added |
| Capital Advisors Inc | 4,638 | $264.1K | 0.01% | +441+10.5% | Added |
| City Holding Co | 4,627 | $263.5K | 0.05% | −282−5.7% | Reduced |
| Icon Wealth Advisors, LLC | 4,625 | $263.4K | 0.03% | +593+14.7% | Added |
| HM Payson & Co | 4,614 | $262.8K | 0.01% | +2,022+78.0% | Added |
| Confluence Wealth Services, Inc. | 4,593 | $261.6K | 0.07% | −575−11.1% | Reduced |
| Money Concepts Capital Corp | 4,590 | $261.4K | 0.01% | +4,554+12,650.0% | Added |
| Chatham Capital Group, Inc. | 4,550 | $259.1K | 0.06% | −1,150−20.2% | Reduced |
| Roman Butler Fullerton & Co | 4,362 | $259.1K | 0.13% | +14+0.3% | Added |
| Eads & Heald Wealth Management | 4,549 | $259.0K | 0.13% | +210+4.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,616 | $258.4K | 0.00% | +1,261+37.6% | Added |
| Carret Asset Management, LLC | 4,536 | $258.0K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 4,500 | $256.3K | 0.01% | −8,384−65.1% | Reduced |
| Northstar Advisory Group, LLC | 4,497 | $256.1K | 0.20% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,497 | $256.1K | 0.05% | +417+10.2% | Added |
| Blue Barn Wealth, LLC | 4,475 | $254.9K | 0.17% | −318−6.6% | Reduced |
| Schroder Investment Management Group | 4,473 | $254.7K | 0.00% | +8+0.2% | Added |
| Alliance Wealth Advisors, LLC | 4,465 | $254.3K | 0.21% | −98−2.1% | Reduced |
| Aspen Grove Capital, LLC | 4,447 | $253.3K | 0.12% | +4,447 | New |
| Abacus Planning Group, Inc. | 4,432 | $252.4K | 0.07% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 4,381 | $249.5K | 0.18% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,365 | $248.6K | 0.27% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 4,340 | $247.2K | 0.16% | +4,340 | New |
| PDS Planning, Inc | 4,334 | $246.8K | 0.04% | −14−0.3% | Reduced |
| Boston Financial Mangement LLC | 4,330 | $246.6K | 0.01% | +117+2.8% | Added |
| Tiedemann Advisors, LLC | 4,318 | $245.9K | 0.01% | +4,318 | New |
| Buckingham Strategic Wealth, LLC | 4,303 | $245.1K | 0.00% | −333−7.2% | Reduced |
| Henshaw Capital LLC | 4,303 | $245.1K | 0.02% | −7,199−62.6% | Reduced |
| Good Life Advisors, LLC | 4,293 | $244.5K | 0.03% | −271−5.9% | Reduced |
| McDonald Partners LLC | 4,293 | $244.5K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,267 | $243.0K | 0.24% | 00.0% | Unchanged |
| Avestar Capital, LLC | 4,266 | $242.9K | 0.05% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 4,260 | $242.6K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 4,255 | $242.3K | 0.08% | 00.0% | Unchanged |