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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 38,493 | $2.82M | 0.13% | +13,602+54.6% | Added |
| Drexel Morgan & Co. | 38,544 | $2.82M | 0.59% | 00.0% | Unchanged |
| Advisors Management Group Inc | 38,710 | $2.84M | 0.62% | −138−0.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 39,386 | $2.89M | 0.09% | −1,132−2.8% | Reduced |
| State Street Corp | 40,135 | $2.94M | 0.00% | +282+0.7% | Added |
| Columbia Asset Management | 40,412 | $2.96M | 0.60% | −1,700−4.0% | Reduced |
| CIBC Asset Management Inc | 40,559 | $2.97M | 0.01% | +893+2.3% | Added |
| Forum Financial Management, LP | 40,916 | $3.00M | 0.05% | 00.0% | Unchanged |
| Aviso Financial Inc. | 41,169 | $3.02M | 0.15% | +3,165+8.3% | Added |
| Baker Avenue Asset Management, LP | 41,242 | $3.02M | 0.09% | +2,275+5.8% | Added |
| Integrated Advisors Network LLC | 41,251 | $3.02M | 0.15% | +30,943+300.2% | Added |
| Chicago Trust Co NA | 42,044 | $3.08M | 0.55% | +975+2.4% | Added |
| Mitchell Capital Management Co | 42,169 | $3.09M | 0.59% | +917+2.2% | Added |
| Brown Advisory Inc | 42,275 | $3.10M | 0.00% | +400+1.0% | Added |
| Marble Harbor Investment Counsel, LLC | 42,475 | $3.11M | 0.35% | −1,375−3.1% | Reduced |
| Callan Family Office, LLC | 42,636 | $3.12M | 0.23% | −5,073−10.6% | Reduced |
| SCS Capital Management LLC | 43,425 | $3.18M | 0.04% | +43,425 | New |
| Vestmark Advisory Solutions, Inc. | 43,533 | $3.19M | 0.08% | +19,957+84.6% | Added |
| Reik & Co., LLC | 44,001 | $3.22M | 0.75% | −1,065−2.4% | Reduced |
| Glass Wealth Management Co LLC | 44,088 | $3.23M | 1.94% | +625+1.4% | Added |
| Entropy Technologies, LP | 44,661 | $3.27M | 0.32% | +28,333+173.5% | Added |
| Lincluden Management Ltd | 44,874 | $3.29M | 0.42% | +44,874 | New |
| Cantor Fitzgerald, L. P. | 45,224 | $3.31M | 0.12% | +45,224 | New |
| JCIC Asset Management Inc. | 45,256 | $3.32M | 1.39% | −826−1.8% | Reduced |
| Bryn Mawr Trust Co | 45,322 | $3.32M | 0.06% | −222−0.5% | Reduced |
| Bleakley Financial Group, LLC | 45,439 | $3.33M | 0.11% | +1,800+4.1% | Added |
| Cullen/Frost Bankers, Inc. | 45,645 | $3.34M | 0.05% | +6,402+16.3% | Added |
| Moors & Cabot, Inc. | 47,136 | $3.45M | 0.18% | −674−1.4% | Reduced |
| Pitcairn Co | 47,336 | $3.47M | 0.21% | −154−0.3% | Reduced |
| HB Wealth Management, LLC | 48,228 | $3.53M | 0.03% | +14,098+41.3% | Added |
| Concurrent Investment Advisors, LLC | 48,522 | $3.56M | 0.09% | +10,606+28.0% | Added |
| Regions Financial Corp | 48,603 | $3.56M | 0.03% | −1,016−2.0% | Reduced |
| Oppenheimer & Co Inc | 48,789 | $3.58M | 0.05% | +378+0.8% | Added |
| CWM, LLC | 49,281 | $3.61M | 0.01% | −3,462−6.6% | Reduced |
| Sequoia Financial Advisors, LLC | 49,580 | $3.63M | 0.03% | +1,814+3.8% | Added |
| Altrafin AG | 50,179 | $3.68M | 1.43% | −16,094−24.3% | Reduced |
| Huntington National Bank | 51,797 | $3.80M | 0.03% | −6,759−11.5% | Reduced |
| Assetmark, Inc | 51,923 | $3.80M | 0.01% | +846+1.7% | Added |
| Bridge Creek Capital Management LLC | 52,749 | $3.87M | 1.22% | −765−1.4% | Reduced |
| Stephens Inc | 54,513 | $3.99M | 0.06% | −32,589−37.4% | Reduced |
| Old Mission Capital LLC | 54,745 | $4.01M | 0.08% | +5,362+10.9% | Added |
| Park Avenue Securities LLC | 54,837 | $4.02M | 0.05% | −12,074−18.0% | Reduced |
| Abc Arbitrage SA | 55,447 | $4.06M | 0.76% | +55,447 | New |
| Cardinal Capital Management | 55,935 | $4.10M | 0.63% | −75−0.1% | Reduced |
| Pittenger & Anderson Inc | 56,135 | $4.11M | 0.15% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 56,955 | $4.17M | 0.54% | +56,955 | New |
| Deltec Asset Management LLC | 57,204 | $4.19M | 0.90% | 00.0% | Unchanged |
| Dodge & Cox | 57,463 | $4.21M | 0.00% | −150−0.3% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $4.22M | 0.18% | 00.0% | Unchanged |
| Vident Advisory, LLC | 58,395 | $4.28M | 0.06% | +11,000+23.2% | Added |
| Fort Sheridan Advisors LLC | 58,891 | $4.32M | 0.66% | −1,425−2.4% | Reduced |
| Signaturefd, LLC | 59,039 | $4.33M | 0.08% | +5,533+10.3% | Added |
| Gilman Hill Asset Management, LLC | 59,178 | $4.34M | 0.75% | +2,350+4.1% | Added |
| Drum Hill Capital, LLC | 59,273 | $4.34M | 5.02% | −213−0.4% | Reduced |
| Atria Investments LLC | 59,938 | $4.39M | 0.06% | +1,058+1.8% | Added |
| Inspire Trust Co, N.A. | 60,000 | $4.40M | 1.05% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 60,168 | $4.41M | 0.16% | +1,442+2.5% | Added |
| Palogic Value Management, L.P. | 60,598 | $4.44M | 1.95% | −15,004−19.8% | Reduced |
| Brookmont Capital Management | 61,155 | $4.48M | 2.53% | −2,760−4.3% | Reduced |
| Griffin Asset Management, Inc. | 61,178 | $4.48M | 0.55% | +280.0% | Added |
| Cresset Asset Management, LLC | 61,330 | $4.49M | 0.02% | +24,472+66.4% | Added |
| Naviter Wealth, LLC | 62,121 | $4.52M | 0.55% | +366+0.6% | Added |
| Beddow Capital Management Inc | 61,851 | $4.53M | 1.70% | −150−0.2% | Reduced |
| SBI Securities Co., Ltd. | 61,983 | $4.54M | 0.15% | +7,186+13.1% | Added |
| Segall Bryant & Hamill, LLC | 62,026 | $4.55M | 0.07% | −168−0.3% | Reduced |
| Ausdal Financial Partners, Inc. | 62,560 | $4.58M | 0.35% | −1,878−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 63,398 | $4.59M | 0.05% | +4,812+8.2% | Added |
| Azimuth Capital Investment Management LLC | 63,060 | $4.62M | 0.18% | −100−0.2% | Reduced |
| Meritage Portfolio Management | 63,103 | $4.62M | 0.31% | +32,707+107.6% | Added |
| Weatherly Asset Management L. P. | 63,372 | $4.64M | 0.42% | +867+1.4% | Added |
| Peapack Gladstone Financial Corp | 63,462 | $4.65M | 0.07% | −3,327−5.0% | Reduced |
| Blair William & Co | 63,809 | $4.68M | 0.01% | −986−1.5% | Reduced |
| Bremer Bank National Association | 64,926 | $4.76M | 0.85% | +3,791+6.2% | Added |
| Kestra Advisory Services, LLC | 65,769 | $4.82M | 0.02% | −3,798−5.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 65,836 | $4.82M | 0.02% | −138,005−67.7% | Reduced |
| Bard Financial Services, Inc. | 66,100 | $4.84M | 0.59% | +500+0.8% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.85M | 0.41% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 68,130 | $4.99M | 0.01% | −12,736−15.7% | Reduced |
| Hiddenite Capital Partners LP | 68,500 | $5.02M | 4.19% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 68,611 | $5.03M | 0.42% | +2,649+4.0% | Added |
| Fiduciary Trust Co | 68,624 | $5.03M | 0.07% | +3,708+5.7% | Added |
| Advocate Group LLC | 69,552 | $5.10M | 0.93% | +247+0.4% | Added |
| Brinker Capital Investments, LLC | 69,913 | $5.12M | 0.05% | +6,907+11.0% | Added |
| Orion Portfolio Solutions, LLC | 69,913 | $5.12M | 0.05% | +6,907+11.0% | Added |
| Royce & Associates LP | 70,000 | $5.13M | 0.06% | 00.0% | Unchanged |
| Hedges Asset Management LLC | 71,100 | $5.21M | 3.42% | −1,650−2.3% | Reduced |
| MAI Capital Management | 71,458 | $5.24M | 0.04% | −1,748−2.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 73,059 | $5.35M | 0.16% | −6,049−7.6% | Reduced |
| Regency Capital Management Inc. | 74,187 | $5.44M | 3.25% | −31,605−29.9% | Reduced |
| Integrated Quantitative Investments LLC | 74,600 | $5.47M | 2.69% | +74,600 | New |
| Intrepid Family Office LLC | 75,000 | $5.50M | 8.17% | −25,000−25.0% | Reduced |
| Cary Street Partners Financial LLC | 75,930 | $5.56M | 0.18% | −4,625−5.7% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 76,600 | $5.61M | 0.73% | +76,600 | New |
| Ritholtz Wealth Management | 77,726 | $5.70M | 0.17% | −1,401−1.8% | Reduced |
| tru Independence LLC | 78,231 | $5.73M | 1.78% | +2,283+3.0% | Added |
| Nixon Peabody Trust Co | 78,728 | $5.77M | 0.49% | +78,728 | New |
| InvesTrust | 80,134 | $5.87M | 1.61% | +473+0.6% | Added |
| Banco Santander, S.A. | 80,608 | $5.91M | 0.07% | −1,530−1.9% | Reduced |
| Nikko Asset Management Americas, Inc. | 81,384 | $5.96M | 0.08% | −58−0.1% | Reduced |
| Hennessy Advisors Inc | 82,000 | $6.01M | 0.20% | +3,900+5.0% | Added |