Shell plc - SPON ADS (SHEL)

CUSIP: 780259305

Q1 2022 13F Holders as of 31 Mar 2022

Share change
+272,480,564
Put/Call ratio
84%
SEC-reported price per share
$54.93
Number of holders
968
Value change
+$14,970,543,975
Number of buys
947
Open additional details 1 more signal available
Number of sells
3

Security key

780259305

Report period

Q1 2022

Institutions

968

Top holders

10

Ownership snapshot

Top reported holders of SHEL - Shell plc - SPON ADS (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
Barrett Asset Management,...
Disclosed value leader
Barrett Asset Management,...
Comparable rows
0/11
Latest evidence
31 Dec 2021
13F Highest disclosed value: $4,207,000 11 rows are not safely comparable across share classes. Showing 1-6 of 11 holder rows.

Quick read

Barrett Asset Management, LLC has the largest disclosed position value at $4.21M.

0 of 11 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens Barrett Asset Management, LLC's linked filing trail.
Disclosed position value Top 5
Barrett Asset Management, LLC $4.21M
FNY Investment Advisers, LLC $1.52M
QUEST INVESTMENT MANAGEMENT LLC $868K
Schechter Investment Advisors, LLC $778K
Kozak & Associates, Inc. $569K

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 11 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
Barrett Asset Management, LLC
13F
Company
13F
class O/S missing
$4,207,000
96,935 shares
31 Dec 2021
FNY Investment Advisers, LLC
13F
Company
13F
class O/S missing
$1,525,000
35,150 shares
31 Dec 2021
QUEST INVESTMENT MANAGEMENT LLC
13F
Company
13F
class O/S missing
$868,000
20,000 shares
31 Dec 2021
Schechter Investment Advisors, LLC
13F
Company
13F
class O/S missing
$778,000
17,919 shares
31 Dec 2021
Kozak & Associates, Inc.
13F
Company
13F
class O/S missing
$569,000
11,001 shares
31 Dec 2021
SILVERLAKE WEALTH MANAGEMENT LLC
13F
Company
13F
class O/S missing
$215,047
4,955 shares
31 Dec 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2022

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
968
Shares
273,114,677
Rows available
968
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2022 vs Q1 2022 Across Filers

Q1 2022 holders
968
Q1 2022 holders
968
Holder diff
0
Investor Q1 2022 Shares Q1 2022 Shares Share Diff Share Chg % Q1 2022 value Q1 2022 value Value change Value Chg %
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