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Livermore
Livermore
ZHEN

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, Q1 2025

Institutional positions in Shell plc as of Mar 31, 2025. 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
1,418
+57 vs. Q4 2024
Shares held
389.4M
+12.6M (+3.3%) vs. Q4 2024
Total value
$28.5B
+$4.89B (+20.7%) vs. Q4 2024
New holders
148
515 more added
Sold out
91
481 more reduced

22 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 1,418 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2025: $28.5B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2024.

Institutions holding SHEL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
First Community Trust NA5$3660.00%+5New
Valued Wealth Advisors LLC6$4400.00%00.0%Unchanged
Hughes Financial Services, LLC9$6570.00%+9New
Sofos Investments, Inc.12$8790.00%+12New
Covestor Ltd9$1.00K0.00%+2+28.6%Added
Atwood & Palmer Inc15$1.10K0.00%−232−93.9%Reduced
Aventura Private Wealth, LLC16$1.17K0.00%00.0%Unchanged
Perkins Coie Trust Co18$1.32K0.00%+18New
Mattson Financial Services, LLC18$1.32K0.00%+18New
Christopher J. Hasenberg, Inc19$1.39K0.00%00.0%Unchanged
Quest 10 Wealth Builders, Inc.25$1.83K0.00%00.0%Unchanged
Perritt Capital Management Inc26$1.91K0.00%+26New
Abound Wealth Management26$1.91K0.00%−116−81.7%Reduced
Bare Financial Services, Inc27$1.98K0.00%+27New
Ogorek Anthony Joseph36$2.00K0.00%00.0%Unchanged
McIlrath & Eck, LLC28$2.05K0.00%+28New
DAGCO, Inc.30$2.20K0.00%+30New
SWAN Capital LLC31$2.26K0.00%00.0%Unchanged
Rakuten Securities, Inc.33$2.42K0.00%+26+371.4%Added
Legacy Wealth Managment, LLC33$2.42K0.00%00.0%Unchanged
HighMark Wealth Management LLC36$2.65K0.00%−271−88.3%Reduced
Beaird Harris Wealth Management, LLC37$2.71K0.00%00.0%Unchanged
Darwin Advisors, LLC45$2.82K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.44$3.26K0.00%00.0%Unchanged
Olistico Wealth, LLC44$3.28K0.00%−1−2.2%Reduced
Raffa Wealth Management, LLC49$3.59K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.50$3.66K0.00%00.0%Unchanged
HWG Holdings LP50$3.66K0.00%+50New
Insight Financial Services51$3.74K0.00%+51New
Mascoma Wealth Management LLC54$3.96K0.00%−30−35.7%Reduced
MorganRosel Wealth Management, LLC57$4.18K0.00%+57New
Kestra Investment Management, LLC58$4.25K0.00%−690−92.2%Reduced
Cranbrook Wealth Management, LLC60$4.40K0.00%00.0%Unchanged
Byrne Asset Management LLC64$4.69K0.00%00.0%Unchanged
Bell Investment Advisors, Inc64$4.69K0.00%+28+77.8%Added
Piscataqua Savings Bank66$4.84K0.00%00.0%Unchanged
Bank of New Hampshire70$5.13K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC75$5.53K0.00%00.0%Unchanged
Bear Mountain Capital, Inc.86$5.63K0.00%+86New
Wolff Wiese Magana LLC81$5.94K0.00%+81New
Morton Brown Family Wealth, LLC83$6.08K0.00%+83New
Main Street Group, LTD83$6.08K0.00%00.0%Unchanged
Syntax Research, Inc.83$6.08K0.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.90$6.60K0.00%00.0%Unchanged
Breakwater Investment Management96$7.04K0.00%00.0%Unchanged
Evermay Wealth Management LLC100$7.33K0.00%00.0%Unchanged
Blume Capital Management, Inc.100$7.33K0.00%00.0%Unchanged
Crowley Wealth Management, Inc.100$7.33K0.01%00.0%Unchanged
Graybill Bartz & Assoc Ltd100$7.33K0.00%+100New
CarsonAllaria Wealth Management, Ltd.100$7.33K0.00%+100New
PSI Advisors, LLC102$7.47K0.00%00.0%Unchanged
MB, Levis & Associates, LLC106$7.79K0.00%+1+1.0%Added
Anderson Financial Strategies, LLC112$8.21K0.01%+112New
Center for Financial Planning, Inc.112$8.21K0.00%00.0%Unchanged
Country Trust Bank113$8.28K0.00%+113New
Park Square Financial Group, LLC115$8.43K0.01%−200−63.5%Reduced
Marshall Investment Management, LLC122$8.90K0.01%+122New
YANKCOM Partnership122$8.94K0.00%+122New
Clark Wealth Partners123$9.03K0.01%+1+0.8%Added
Newbridge Financial Services Group, Inc.123$9.04K0.00%+1+0.8%Added
Pacifica Partners Inc.131$9.14K0.00%−55−29.6%Reduced
Compass Financial Services Inc125$9.16K0.00%+125New
Bank of Jackson Hole Trust136$9.18K0.01%00.0%Unchanged
Pinney & Scofield, Inc.130$9.53K0.01%00.0%Unchanged
REAP Financial Group, LLC132$9.67K0.00%−27−17.0%Reduced
Cherry Tree Wealth Management, LLC135$9.89K0.00%00.0%Unchanged
Binnacle Investments Inc135$9.89K0.01%+135New
Parkworth Wealth Management, Inc.135$9.90K0.01%+1+0.7%Added
Signature Resources Capital Management, LLC139$10.2K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.142$10.4K0.00%00.0%Unchanged
N.E.W. Advisory Services LLC143$10.5K0.00%+143New
Lavaca Capital LLC154$11.3K0.01%00.0%Unchanged
Nemes Rush Group LLC155$11.4K0.00%−125−44.6%Reduced
SJS Investment Consulting Inc.160$11.7K0.00%+160New
Cape Investment Advisory, Inc.160$11.7K0.00%−160−50.0%Reduced
Sachetta, LLC160$11.7K0.00%00.0%Unchanged
Global Wealth Strategies & Associates165$12.1K0.00%−25−13.2%Reduced
Zions Bancorporation, National Association165$12.1K0.00%+165New
Investment Research & Advisory Group, Inc.165$12.1K0.01%+165New
Avondale Wealth Management173$12.7K0.01%00.0%Unchanged
High Note Wealth, LLC173$12.7K0.00%00.0%Unchanged
Cornerstone National Bank & Trust Co175$12.8K0.01%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC176$12.9K0.00%+14+8.6%Added
Evelyn Partners Investment Management Services Ltd178$13.0K0.00%00.0%Unchanged
True Wealth Design, LLC179$13.1K0.00%−29−13.9%Reduced
Park Place Capital Corp180$13.2K0.00%−147−45.0%Reduced
Kathleen S. Wright Associates Inc.189$13.8K0.01%00.0%Unchanged
Quent Capital, LLC192$14.1K0.00%+120+166.7%Added
Vermillion & White Wealth Management Group, LLC193$14.1K0.01%00.0%Unchanged
Garde Capital, Inc.194$14.2K0.00%+194New
Hopwood Financial Services, Inc.196$14.4K0.01%00.0%Unchanged
Prestige Wealth Management Group LLC200$14.7K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC200$14.7K0.01%00.0%Unchanged
Kentucky Trust Co200$14.7K0.01%00.0%Unchanged
TruNorth Capital Management, LLC201$14.7K0.00%+201New
Financial Freedom, LLC206$15.1K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC209$15.3K0.00%−4−1.9%Reduced
WPG Advisers, LLC210$15.4K0.01%−141−40.2%Reduced
Centennial Bank215$15.8K0.01%00.0%Unchanged
Hemington Wealth Management219$16.0K0.00%00.0%Unchanged