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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 83,368 | $6.11M | 0.01% | +2,964+3.7% | Added |
| South State Corp. | 83,990 | $6.15M | 0.28% | +2,309+2.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,824 | $6.22M | 0.00% | −89−0.1% | Reduced |
| Renaissance Group LLC | 85,017 | $6.23M | 0.27% | −10,999−11.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 85,815 | $6.29M | 0.43% | +75,781+755.2% | Added |
| New England Asset Management Inc | 86,040 | $6.31M | 1.02% | +625+0.7% | Added |
| Kempner Capital Management Inc. | 86,050 | $6.31M | 3.55% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 88,017 | $6.45M | 0.05% | −6,424−6.8% | Reduced |
| Claret Asset Management Corp | 88,782 | $6.51M | 0.94% | −2,099−2.3% | Reduced |
| Capital International Inc | 89,566 | $6.56M | 0.08% | +89,566 | New |
| Keybank National Association | 91,100 | $6.68M | 0.03% | +1,403+1.6% | Added |
| RSM US Wealth Management LLC | 94,552 | $6.93M | 0.11% | +3,327+3.6% | Added |
| Neville Rodie & Shaw Inc | 95,300 | $6.98M | 0.55% | −5,595−5.5% | Reduced |
| Heritage Investors Management Corp | 95,635 | $7.01M | 0.24% | −415−0.4% | Reduced |
| Fifth Third Bancorp | 95,925 | $7.03M | 0.03% | −1,520−1.6% | Reduced |
| Trexquant Investment LP | 97,906 | $7.17M | 0.08% | −66,794−40.6% | Reduced |
| Pinnacle Associates Ltd | 98,683 | $7.23M | 0.11% | −3,481−3.4% | Reduced |
| Eagle Global Advisors LLC | 99,059 | $7.26M | 0.30% | −1,296−1.3% | Reduced |
| Man Group plc | 99,134 | $7.26M | 0.02% | +99,134 | New |
| Pinnacle Financial Partners Inc | 103,524 | $7.59M | 0.15% | +13,590+15.1% | Added |
| Eldred Rock Partners, LLC | 104,376 | $7.63M | 2.33% | +26,174+33.5% | Added |
| Thornburg Investment Management Inc | 104,277 | $7.64M | 0.11% | +2,067+2.0% | Added |
| Augustine Asset Management Inc | 104,625 | $7.67M | 2.24% | +526+0.5% | Added |
| Eastover Investment Advisors LLC | 104,695 | $7.67M | 3.71% | −271−0.3% | Reduced |
| Quadrant Capital Group LLC | 104,826 | $7.68M | 0.29% | +68,470+188.3% | Added |
| TD Waterhouse Canada Inc. | 105,280 | $7.69M | 0.06% | −47,990−31.3% | Reduced |
| GWM Advisors LLC | 104,983 | $7.69M | 0.05% | +20,896+24.9% | Added |
| Sandy Spring Bank | 107,501 | $7.88M | 0.33% | −9,891−8.4% | Reduced |
| Cutler Capital Management, LLC | 111,056 | $8.14M | 2.83% | +230+0.2% | Added |
| Ci Investments Inc. | 112,485 | $8.24M | 0.03% | −27,999−19.9% | Reduced |
| Stamos Capital Partners, L.P. | 113,610 | $8.33M | 2.18% | −88,790−43.9% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.34M | 2.01% | 00.0% | Unchanged |
| Janney Capital Management LLC | 119,746 | $8.78M | 0.60% | −6,048−4.8% | Reduced |
| MML Investors Services, LLC | 120,949 | $8.86M | 0.03% | −29,034−19.4% | Reduced |
| Federated Hermes, Inc. | 121,116 | $8.88M | 0.02% | +35,281+41.1% | Added |
| Avantax Advisory Services, Inc. | 121,610 | $8.91M | 0.05% | −17,833−12.8% | Reduced |
| Jones Financial Companies LLLP | 125,387 | $9.12M | 0.01% | +33,853+37.0% | Added |
| Quantinno Capital Management LP | 124,545 | $9.13M | 0.06% | +43,602+53.9% | Added |
| Baird Financial Group, Inc. | 125,642 | $9.21M | 0.02% | +2,358+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,747 | $9.29M | 0.03% | −1,943−1.5% | Reduced |
| JustInvest LLC | 127,659 | $9.35M | 0.14% | +24,714+24.0% | Added |
| Lockheed Martin Investment Management Co | 128,990 | $9.45M | 0.38% | +6,960+5.7% | Added |
| Captrust Financial Advisors | 129,907 | $9.52M | 0.02% | +1,557+1.2% | Added |
| Synovus Financial Corp | 133,516 | $9.78M | 0.13% | +35,730+36.5% | Added |
| Bragg Financial Advisors, Inc | 134,728 | $9.87M | 0.41% | +1,798+1.4% | Added |
| Sanctuary Advisors, LLC | 134,799 | $9.88M | 0.07% | −16,685−11.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 135,379 | $9.92M | 0.03% | +110,277+439.3% | Added |
| Skye Global Management LP | 136,500 | $10.0M | 0.27% | +136,500 | New |
| Sit Investment Associates Inc | 136,800 | $10.0M | 0.24% | +3,947+3.0% | Added |
| SIR Capital Management, L.P. | 137,501 | $10.1M | 0.88% | −32,400−19.1% | Reduced |
| First Trust Advisors LP | 138,852 | $10.2M | 0.01% | +2,718+2.0% | Added |
| RMB Capital Management, LLC | 138,949 | $10.2M | 0.25% | +131,777+1,837.4% | Added |
| Adell Harriman & Carpenter Inc | 140,314 | $10.3M | 0.77% | +9,548+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 141,748 | $10.4M | 0.02% | +2,184+1.6% | Added |
| Prospera Financial Services Inc | 142,928 | $10.5M | 0.24% | −1,136−0.8% | Reduced |
| Woodstock Corp | 143,742 | $10.5M | 1.04% | +1,691+1.2% | Added |
| Manning & Napier Advisors LLC | 143,997 | $10.6M | 0.13% | −3,274−2.2% | Reduced |
| Ibex Wealth Advisors | 145,650 | $10.7M | 1.41% | +3,433+2.4% | Added |
| National Bank of Canada | 150,836 | $11.1M | 0.01% | −294,586−66.1% | Reduced |
| Advisor Group Holdings, Inc. | 151,012 | $11.1M | 0.02% | +6,719+4.7% | Added |
| Cohen Klingenstein LLC | 157,098 | $11.5M | 0.42% | −1,000−0.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 157,973 | $11.6M | 1.06% | +2,555+1.6% | Added |
| Mercer Global Advisors Inc | 162,321 | $11.9M | 0.03% | +19,355+13.5% | Added |
| Tocqueville Asset Management L.P. | 165,192 | $12.1M | 0.20% | −24,578−13.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 165,490 | $12.1M | 0.39% | +165,490 | New |
| Foresight Global Investors, Inc. | 168,435 | $12.3M | 8.68% | +58,241+52.9% | Added |
| Country Club Bank | 172,291 | $12.5M | 0.84% | −1,243−0.7% | Reduced |
| Euro Pacific Asset Management, LLC | 172,022 | $12.6M | 2.28% | −2,475−1.4% | Reduced |
| FineMark National Bank & Trust | 172,708 | $12.7M | 0.46% | −1,906−1.1% | Reduced |
| Evergreen Capital Management LLC | 173,898 | $12.7M | 0.43% | −45,035−20.6% | Reduced |
| Janney Montgomery Scott LLC | 175,524 | $12.9M | 0.04% | +33,079+23.2% | Added |
| Oppenheimer Asset Management Inc. | 178,079 | $13.0M | 0.16% | −627−0.4% | Reduced |
| Cetera Investment Advisers | 179,160 | $13.1M | 0.03% | −8,329−4.4% | Reduced |
| Allied Investment Advisors, LLC | 181,627 | $13.3M | 2.52% | +7,940+4.6% | Added |
| Van Hulzen Asset Management, LLC | 181,830 | $13.3M | 1.22% | −7,480−4.0% | Reduced |
| D.A. Davidson & Co. | 185,646 | $13.6M | 0.11% | +6,234+3.5% | Added |
| Colony Group, LLC | 189,673 | $13.9M | 0.03% | +3,859+2.1% | Added |
| Pathstone Holdings, LLC | 196,302 | $14.4M | 0.06% | +53,701+37.7% | Added |
| Huber Capital Management LLC | 203,052 | $14.9M | 2.80% | −27,100−11.8% | Reduced |
| South Dakota Investment Council | 211,521 | $15.5M | 0.32% | −256−0.1% | Reduced |
| M&T Bank Corp | 214,283 | $15.7M | 0.06% | −242−0.1% | Reduced |
| Becker Capital Management Inc | 216,240 | $15.8M | 0.52% | +5,039+2.4% | Added |
| SEI Investments Co | 216,560 | $15.9M | 0.02% | +9,635+4.7% | Added |
| TownSquare Capital, LLC | 219,210 | $16.1M | 0.17% | +59,584+37.3% | Added |
| American Assets Investment Management, LLC | 221,000 | $16.2M | 1.42% | 00.0% | Unchanged |
| HRT Financial LP | 225,363 | $16.5M | 0.10% | +225,363 | New |
| Glenmede Trust Co NA | 229,931 | $16.8M | 0.09% | +44,110+23.7% | Added |
| Wedge Capital Management L L P | 230,926 | $16.9M | 0.33% | −69,814−23.2% | Reduced |
| Davenport & Co LLC | 231,912 | $17.0M | 0.10% | +210.0% | Added |
| 1832 Asset Management L.P. | 234,546 | $17.2M | 0.03% | +190+0.1% | Added |
| Americana Partners, LLC | 235,675 | $17.3M | 0.67% | +208+0.1% | Added |
| QRG Capital Management, Inc. | 240,096 | $17.6M | 0.18% | +38,521+19.1% | Added |
| Klingenstein Fields & Co LP | 241,567 | $17.7M | 0.75% | +1,447+0.6% | Added |
| Sapient Capital LLC | 244,778 | $17.9M | 0.35% | −670.0% | Reduced |
| Truist Financial Corp | 247,473 | $18.1M | 0.03% | −19,555−7.3% | Reduced |
| Charles Schwab Investment Management Inc | 252,397 | $18.5M | 0.00% | +52,541+26.3% | Added |
| Grandfield & Dodd, LLC | 254,286 | $18.6M | 1.16% | +668+0.3% | Added |
| Citigroup Inc | 265,326 | $19.4M | 0.01% | −1,829−0.7% | Reduced |
| Anchor Capital Advisors LLC | 267,815 | $19.6M | 0.59% | −9,545−3.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 270,481 | $19.8M | 0.02% | +18,707+7.4% | Added |