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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 24,285 | $1.78M | 0.02% | −2,015−7.7% | Reduced |
| LMCG Investments, LLC | 24,341 | $1.78M | 0.12% | −930−3.7% | Reduced |
| BTC Capital Management, Inc. | 24,358 | $1.78M | 0.16% | +1,172+5.1% | Added |
| Range Financial Group LLC | 24,362 | $1.79M | 0.79% | +24,362 | New |
| Howe & Rusling Inc | 24,406 | $1.79M | 0.15% | −73−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 24,536 | $1.80M | 0.14% | −1,053−4.1% | Reduced |
| Absher Wealth Management, LLC | 24,616 | $1.80M | 0.24% | +999+4.2% | Added |
| Valeo Financial Advisors, LLC | 24,646 | $1.81M | 0.05% | +585+2.4% | Added |
| PFG Investments, LLC | 24,688 | $1.81M | 0.12% | −220−0.9% | Reduced |
| Johnson Investment Counsel Inc | 24,715 | $1.81M | 0.02% | −1,104−4.3% | Reduced |
| Rhumbline Advisers | 24,785 | $1.82M | 0.00% | −12,476−33.5% | Reduced |
| Phoenix Holdings Ltd. | 24,767 | $1.82M | 0.03% | −75−0.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.85M | 0.45% | 00.0% | Unchanged |
| Foster & Motley Inc | 25,273 | $1.85M | 0.12% | −2,043−7.5% | Reduced |
| Tower Research Capital LLC (TRC) | 25,300 | $1.85M | 0.06% | +20,444+421.0% | Added |
| Cherokee Insurance Co | 25,439 | $1.86M | 0.82% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 25,709 | $1.88M | 0.19% | −704−2.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 26,128 | $1.91M | 0.05% | +989+3.9% | Added |
| TD Private Client Wealth LLC | 26,495 | $1.94M | 0.05% | +938+3.7% | Added |
| Game Creek Capital, LP | 26,500 | $1.94M | 1.21% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 26,518 | $1.94M | 0.03% | −2,773−9.5% | Reduced |
| Level Four Advisory Services, LLC | 26,544 | $1.95M | 0.08% | +3,953+17.5% | Added |
| Montag A & Associates Inc | 26,623 | $1.95M | 0.10% | +75+0.3% | Added |
| Atria Wealth Solutions, Inc. | 26,644 | $1.95M | 0.02% | −18,014−40.3% | Reduced |
| Barclays PLC | 26,768 | $1.96M | 0.00% | +18,944+242.1% | Added |
| Cinctive Capital Management LP | 26,878 | $1.97M | 0.16% | −49,691−64.9% | Reduced |
| Prime Capital Investment Advisors, LLC | 26,970 | $1.98M | 0.02% | +10,424+63.0% | Added |
| Caldwell Trust Co | 26,986 | $1.98M | 0.21% | +3,713+16.0% | Added |
| Waters Parkerson & Co., LLC | 27,088 | $1.99M | 0.11% | +300+1.1% | Added |
| Acadian Asset Management LLC | 27,301 | $2.00M | 0.01% | +1,500+5.8% | Added |
| United Capital Financial Advisers, LLC | 27,308 | $2.00M | 0.02% | +1,337+5.1% | Added |
| Sentinel Trust Co Lba | 27,520 | $2.02M | 0.24% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 28,025 | $2.05M | 0.37% | +3,575+14.6% | Added |
| Octavia Wealth Advisors, LLC | 28,169 | $2.06M | 0.25% | −3,290−10.5% | Reduced |
| J.W. Cole Advisors, Inc. | 28,402 | $2.08M | 0.06% | +13,528+91.0% | Added |
| Brooks, Moore & Associates, Inc. | 28,468 | $2.09M | 1.18% | −201−0.7% | Reduced |
| Great Lakes Retirement, Inc. | 28,837 | $2.11M | 0.28% | +1,698+6.3% | Added |
| Iams Wealth Management, LLC | 28,878 | $2.12M | 0.97% | −1,667−5.5% | Reduced |
| Stolper Co | 28,980 | $2.12M | 0.70% | +245+0.9% | Added |
| Regatta Capital Group, LLC | 29,254 | $2.14M | 0.42% | +884+3.1% | Added |
| Earnest Partners LLC | 29,301 | $2.15M | 0.01% | −4,054−12.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 29,415 | $2.15M | 0.62% | +2,851+10.7% | Added |
| Spears Abacus Advisors LLC | 29,509 | $2.16M | 0.05% | −3,510−10.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 29,626 | $2.17M | 0.31% | −953−3.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 29,655 | $2.17M | 0.17% | −34,245−53.6% | Reduced |
| SeaCrest Wealth Management, LLC | 29,788 | $2.18M | 0.25% | +2,059+7.4% | Added |
| Burney Co | 30,017 | $2.20M | 0.08% | +51+0.2% | Added |
| Allworth Financial LP | 33,929 | $2.21M | 0.01% | +4,911+16.9% | Added |
| Cornerstone Select Advisors, LLC | 30,219 | $2.21M | 2.10% | −188−0.6% | Reduced |
| apricus wealth, LLC | 30,240 | $2.22M | 1.32% | +3,900+14.8% | Added |
| Interval Partners, LP | 30,277 | $2.22M | 0.08% | −10,442−25.6% | Reduced |
| London & Capital Asset Management Ltd | 30,499 | $2.23M | 0.19% | +13,941+84.2% | Added |
| DMKC Advisory Services, LLC | 30,517 | $2.24M | 2.01% | +199+0.7% | Added |
| Sierra Capital LLC | 30,715 | $2.25M | 0.27% | −20.0% | Reduced |
| Ieq Capital, LLC | 30,756 | $2.25M | 0.02% | −7,040−18.6% | Reduced |
| Perigon Wealth Management, LLC | 30,825 | $2.26M | 0.06% | −140.0% | Reduced |
| Whittier Trust Co | 30,901 | $2.26M | 0.03% | +2,042+7.1% | Added |
| Harbour Investment Management LLC | 31,058 | $2.28M | 1.03% | −240−0.8% | Reduced |
| Susquehanna International Group, LLP | 31,119 | $2.28M | 0.00% | +11,440+58.1% | Added |
| Simmons Bank | 31,186 | $2.29M | 0.17% | −41−0.1% | Reduced |
| HF Advisory Group, LLC | 31,966 | $2.34M | 1.02% | +2,406+8.1% | Added |
| Bahl & Gaynor Inc | 32,050 | $2.35M | 0.01% | −2,800−8.0% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 32,067 | $2.35M | 0.79% | 00.0% | Unchanged |
| Scotia Capital Inc. | 32,529 | $2.38M | 0.01% | −1,783−5.2% | Reduced |
| Crocodile Capital Partners GmbH | 32,546 | $2.38M | 3.37% | 00.0% | Unchanged |
| AQR Capital Management LLC | 32,564 | $2.39M | 0.00% | +13,419+70.1% | Added |
| Snowden Capital Advisors LLC | 32,638 | $2.39M | 0.08% | −1,881−5.4% | Reduced |
| BBR Partners, LLC | 32,890 | $2.41M | 0.17% | 00.0% | Unchanged |
| Wambolt & Associates, LLC | 33,425 | $2.44M | 0.83% | +645+2.0% | Added |
| Commerce Bank | 33,429 | $2.45M | 0.02% | −4,368−11.6% | Reduced |
| Schechter Investment Advisors, LLC | 33,585 | $2.46M | 0.20% | −1,574−4.5% | Reduced |
| Roberts Wealth Advisors, LLC | 33,630 | $2.46M | 0.76% | −21−0.1% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.51M | 0.20% | +152+0.4% | Added |
| Squarepoint Ops LLC | 34,448 | $2.52M | 0.01% | −62,822−64.6% | Reduced |
| Rathbone Brothers plc | 34,669 | $2.53M | 0.01% | −96,220−73.5% | Reduced |
| Pettyjohn, Wood & White, Inc | 34,802 | $2.55M | 0.49% | −2,152−5.8% | Reduced |
| Advisory Services Network, LLC | 34,921 | $2.56M | 0.05% | +1,156+3.4% | Added |
| Beacon Pointe Advisors, LLC | 35,046 | $2.57M | 0.03% | +1,142+3.4% | Added |
| Kanawha Capital Management LLC | 35,248 | $2.58M | 0.20% | −1,575−4.3% | Reduced |
| Portside Wealth Group, LLC | 35,360 | $2.59M | 0.42% | +8,130+29.9% | Added |
| Nelson Capital Management, LLC | 35,419 | $2.60M | 0.45% | −536−1.5% | Reduced |
| Private Advisor Group, LLC | 35,791 | $2.62M | 0.02% | +2,623+7.9% | Added |
| Caas Capital Management LP | 36,000 | $2.64M | 1.25% | 00.0% | Unchanged |
| Forefront Wealth Management Inc. | 36,080 | $2.64M | 2.45% | +94+0.3% | Added |
| Fiduciary Alliance LLC | 36,141 | $2.65M | 0.26% | +792+2.2% | Added |
| Integrated Wealth Concepts LLC | 36,183 | $2.65M | 0.03% | −880−2.4% | Reduced |
| Yousif Capital Management, LLC | 36,254 | $2.66M | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 36,376 | $2.67M | 0.04% | −544−1.5% | Reduced |
| Asio Capital, LLC | 36,415 | $2.67M | 0.52% | −12,801−26.0% | Reduced |
| Continental Advisors LLC | 36,520 | $2.68M | 1.99% | 00.0% | Unchanged |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.70M | 0.06% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 36,956 | $2.71M | 0.10% | +7,875+27.1% | Added |
| Altshuler Shaham Ltd | 37,000 | $2.71M | 0.07% | +7,000+23.3% | Added |
| Arkadios Wealth Advisors | 37,004 | $2.71M | 0.10% | +21,016+131.4% | Added |
| NewEdge Wealth, LLC | 37,292 | $2.73M | 0.05% | +2,899+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 37,451 | $2.74M | 0.02% | −4,524−10.8% | Reduced |
| Advisors Asset Management, Inc. | 37,581 | $2.75M | 0.05% | −372−1.0% | Reduced |
| CAPROCK Group, Inc. | 37,778 | $2.77M | 0.08% | +6,915+22.4% | Added |
| Horan Capital Advisors, LLC. | 37,987 | $2.78M | 0.94% | −429−1.1% | Reduced |
| Lido Advisors, LLC | 38,053 | $2.79M | 0.02% | +10,493+38.1% | Added |