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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Auxier Asset Management | 16,201 | $1.19M | 0.18% | −70−0.4% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.19M | 0.07% | 00.0% | Unchanged |
| Glenview Trust Co | 16,362 | $1.20M | 0.02% | −2,428−12.9% | Reduced |
| Nicholas Hoffman & Company, LLC. | 16,469 | $1.21M | 0.05% | −50−0.3% | Reduced |
| Texas Yale Capital Corp. | 16,558 | $1.21M | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 16,718 | $1.23M | 0.01% | +787+4.9% | Added |
| Royal London Asset Management Ltd | 16,803 | $1.23M | 0.00% | −230−1.4% | Reduced |
| Coastal Bridge Advisors, LLC | 16,848 | $1.23M | 0.18% | +12,827+319.0% | Added |
| Denali Advisors LLC | 16,911 | $1.24M | 0.14% | −90−0.5% | Reduced |
| HBK Sorce Advisory LLC | 16,914 | $1.24M | 0.04% | +1,789+11.8% | Added |
| Walleye Capital LLC | 16,980 | $1.24M | 0.01% | +14,880+708.6% | Added |
| Next Level Private LLC | 16,987 | $1.24M | 0.46% | +60+0.4% | Added |
| Wedbush Securities Inc | 17,067 | $1.25M | 0.05% | −1,044−5.8% | Reduced |
| Hunter Associates Investment Management LLC | 17,097 | $1.25M | 0.19% | −350−2.0% | Reduced |
| Rodgers Brothers Inc. | 17,125 | $1.25M | 0.17% | −250−1.4% | Reduced |
| Victrix Investment Advisors | 18,130 | $1.26M | 0.66% | −6,311−25.8% | Reduced |
| Skopos Labs, Inc. | 17,153 | $1.26M | 0.27% | +14,881+655.0% | Added |
| Mather Group, LLC. | 17,206 | $1.26M | 0.01% | +520+3.1% | Added |
| Moody National Bank Trust Division | 17,226 | $1.26M | 0.13% | +7,456+76.3% | Added |
| Smartleaf Asset Management LLC | 17,388 | $1.26M | 0.12% | +3,941+29.3% | Added |
| Evelyn Partners Investment Management LLP | 17,322 | $1.27M | 0.04% | −73−0.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,828 | $1.31M | 0.00% | −27,234−60.4% | Reduced |
| Pingora Partners LLC | 17,875 | $1.31M | 0.97% | −1,470−7.6% | Reduced |
| Permanens Capital L.P. | 17,940 | $1.31M | 0.24% | +5,859+48.5% | Added |
| Schonfeld Strategic Advisors LLC | 18,132 | $1.33M | 0.01% | −20,674−53.3% | Reduced |
| Cullen Investment Group, Ltd. | 18,203 | $1.33M | 0.20% | −2,741−13.1% | Reduced |
| Principal Securities, Inc. | 21,330 | $1.34M | 0.03% | +42+0.2% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.34M | 0.36% | 00.0% | Unchanged |
| Cowa, LLC | 18,356 | $1.35M | 0.58% | +28+0.2% | Added |
| HSBC Holdings PLC | 18,435 | $1.35M | 0.00% | −633−3.3% | Reduced |
| GWN Securities Inc. | 20,214 | $1.36M | 0.08% | +20,214 | New |
| Independent Advisor Alliance | 18,562 | $1.36M | 0.04% | +992+5.6% | Added |
| Greenleaf Trust | 18,671 | $1.37M | 0.01% | −117−0.6% | Reduced |
| Unified Investment Management | 18,727 | $1.37M | 1.62% | +276+1.5% | Added |
| MidWestOne Financial Group, Inc. | 18,742 | $1.37M | 0.20% | −6,524−25.8% | Reduced |
| Manske Wealth Management | 18,846 | $1.38M | 0.52% | +545+3.0% | Added |
| Inscription Capital, LLC | 20,613 | $1.38M | 0.23% | +20,613 | New |
| WealthTrust Axiom LLC | 18,998 | $1.39M | 0.42% | +67+0.4% | Added |
| Parallel Advisors, LLC | 19,079 | $1.40M | 0.03% | −4,526−19.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,323 | $1.40M | 0.00% | +815+4.4% | Added |
| American Capital Advisory, LLC | 19,132 | $1.40M | 0.76% | +40.0% | Added |
| Solstein Capital, LLC | 19,210 | $1.41M | 0.82% | 00.0% | Unchanged |
| West Family Investments, Inc. | 19,373 | $1.42M | 0.53% | −425−2.1% | Reduced |
| Israel Discount Bank of New York | 19,429 | $1.42M | 1.09% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 19,499 | $1.43M | 0.16% | +730+3.9% | Added |
| Stonegate Investment Group, LLC | 19,527 | $1.43M | 0.04% | +7,042+56.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19,535 | $1.43M | 0.08% | +192+1.0% | Added |
| Beese Fulmer Investment Management, Inc. | 19,789 | $1.45M | 0.12% | +34+0.2% | Added |
| King Luther Capital Management Corp | 19,855 | $1.45M | 0.01% | −795−3.8% | Reduced |
| Recurrent Investment Advisors LLC | 52,088 | $1.46M | 0.12% | +52,088 | New |
| Quest Investment Management LLC | 20,000 | $1.47M | 0.18% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 20,160 | $1.48M | 0.05% | −614−3.0% | Reduced |
| Baker Ellis Asset Management LLC | 20,300 | $1.49M | 0.21% | +3,300+19.4% | Added |
| Kovitz Investment Group Partners, LLC | 20,324 | $1.49M | 0.01% | +11,106+120.5% | Added |
| Hantz Financial Services, Inc. | 20,377 | $1.49M | 0.03% | +790+4.0% | Added |
| Barry Investment Advisors, LLC | 20,560 | $1.51M | 0.40% | +226+1.1% | Added |
| Capital Fund Management S.A. | 20,568 | $1.51M | 0.02% | +20,568 | New |
| Red Spruce Capital, LLC | 20,677 | $1.52M | 0.71% | +264+1.3% | Added |
| Herold Advisors, Inc. | 20,939 | $1.53M | 0.34% | +80.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.53M | 0.65% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 21,013 | $1.54M | 0.08% | −562−2.6% | Reduced |
| Balyasny Asset Management LLC | 21,021 | $1.54M | 0.00% | −561,340−96.4% | Reduced |
| Leavell Investment Management, Inc. | 21,080 | $1.54M | 0.08% | +90+0.4% | Added |
| Warren Averett Asset Management, LLC | 21,087 | $1.55M | 0.02% | +1,682+8.7% | Added |
| Financial Counselors Inc | 21,265 | $1.56M | 0.02% | −3,386−13.7% | Reduced |
| Mission Wealth Management, LP | 21,300 | $1.56M | 0.04% | +540+2.6% | Added |
| Kingsview Wealth Management, LLC | 21,327 | $1.56M | 0.03% | +5,002+30.6% | Added |
| Ipswich Investment Management Co., Inc. | 21,347 | $1.56M | 0.39% | +1,346+6.7% | Added |
| Hilltop Holdings Inc. | 21,496 | $1.58M | 0.10% | +243+1.1% | Added |
| Ronald Blue Trust, Inc. | 21,504 | $1.58M | 0.02% | +2,056+10.6% | Added |
| Miracle Mile Advisors, LLC | 21,602 | $1.58M | 0.03% | −837−3.7% | Reduced |
| Clearstead Advisors, LLC | 21,641 | $1.59M | 0.02% | −1,373−6.0% | Reduced |
| EP Wealth Advisors, LLC | 21,673 | $1.59M | 0.01% | +7,717+55.3% | Added |
| Highland Capital Management, LLC | 21,711 | $1.59M | 0.10% | −1,793−7.6% | Reduced |
| Bank Ozk | 21,736 | $1.59M | 0.66% | +4,455+25.8% | Added |
| Altman Advisors, Inc. | 25,004 | $1.61M | 0.74% | +838+3.5% | Added |
| HighPoint Advisor Group LLC | 24,612 | $1.61M | 0.09% | +62+0.3% | Added |
| Excalibur Management Corp | 22,356 | $1.64M | 0.64% | −19−0.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 22,448 | $1.64M | 0.11% | −483−2.1% | Reduced |
| Garrett Wealth Advisory Group, LLC | 22,677 | $1.66M | 0.37% | +2,938+14.9% | Added |
| Confluence Investment Management LLC | 22,801 | $1.67M | 0.02% | +790+3.6% | Added |
| Sterling Capital Management LLC | 22,994 | $1.69M | 0.03% | −342−1.5% | Reduced |
| Bollard Group LLC | 23,009 | $1.69M | 0.04% | +264+1.2% | Added |
| Park National Corp | 23,165 | $1.70M | 0.06% | −4,270−15.6% | Reduced |
| Trustmark National Bank Trust Department | 23,179 | $1.70M | 0.13% | +412+1.8% | Added |
| Sendero Wealth Management, LLC | 23,241 | $1.70M | 0.24% | −617−2.6% | Reduced |
| Greystone Financial Group, LLC | 23,319 | $1.71M | 0.31% | −120−0.5% | Reduced |
| Tandem Capital Management Corp | 23,374 | $1.71M | 0.96% | −348−1.5% | Reduced |
| Avidian Wealth Solutions, LLC | 23,455 | $1.72M | 0.08% | +1,712+7.9% | Added |
| Mesirow Financial Investment Management, Inc. | 23,507 | $1.72M | 0.03% | −107−0.5% | Reduced |
| Shufro Rose & Co LLC | 23,514 | $1.72M | 0.14% | +3,064+15.0% | Added |
| Potomac Fund Management Inc | 26,818 | $1.73M | 0.76% | +3,099+13.1% | Added |
| Chilton Capital Management LLC | 23,682 | $1.74M | 0.08% | −102−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 23,699 | $1.74M | 0.12% | +276+1.2% | Added |
| Great Valley Advisor Group, Inc. | 23,790 | $1.74M | 0.04% | −48,144−66.9% | Reduced |
| CWA Asset Management Group, LLC | 24,028 | $1.76M | 0.08% | +5,895+32.5% | Added |
| 44 Wealth Management LLC | 24,188 | $1.77M | 0.67% | +4,494+22.8% | Added |
| Cohen Capital Management, Inc. | 24,200 | $1.77M | 0.30% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 27,078 | $1.77M | 0.26% | −12,689−31.9% | Reduced |
| Quantbot Technologies LP | 24,251 | $1.78M | 0.06% | +4,993+25.9% | Added |