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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 276,106 | $20.2M | 0.55% | −19,801−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 281,405 | $20.6M | 0.17% | +64,623+29.8% | Added |
| SG Americas Securities, LLC | 285,037 | $20.9M | 0.07% | −22,403−7.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 288,216 | $21.1M | 1.54% | −43,244−13.0% | Reduced |
| Logan Capital Management Inc | 291,256 | $21.3M | 0.97% | +32,815+12.7% | Added |
| Willis Johnson & Associates, Inc. | 292,987 | $21.5M | 1.63% | +51,081+21.1% | Added |
| Harvest Portfolios Group Inc. | 309,159 | $22.7M | 0.67% | −10,336−3.2% | Reduced |
| Guardian Capital LP | 309,630 | $22.7M | 0.89% | −1,379−0.4% | Reduced |
| Toroso Investments, LLC | 312,920 | $22.9M | 0.19% | −179,827−36.5% | Reduced |
| Jane Street Group, LLC | 323,243 | $23.7M | 0.04% | −161,700−33.3% | Reduced |
| Mariner, LLC | 323,710 | $23.7M | 0.04% | −9,282−2.8% | Reduced |
| TruWealth Advisors, LLC | 324,115 | $23.8M | 1.43% | +1,511+0.5% | Added |
| Henshaw Capital LLC | 329,956 | $24.2M | 1.06% | +313,053+1,852.1% | Added |
| CIBC World Markets Inc. | 337,470 | $24.7M | 0.06% | −9,942−2.9% | Reduced |
| Willis Investment Counsel | 338,642 | $24.8M | 1.67% | −480−0.1% | Reduced |
| Hikari Power Ltd | 341,900 | $25.1M | 1.99% | 00.0% | Unchanged |
| Creative Planning | 342,767 | $25.1M | 0.02% | +37,040+12.1% | Added |
| Stansberry Asset Management, LLC | 347,792 | $25.5M | 3.06% | +5,226+1.5% | Added |
| Everett Harris & Co | 353,847 | $25.9M | 0.33% | +44,578+14.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 357,338 | $26.2M | 0.05% | −65,139−15.4% | Reduced |
| US Bancorp | 359,282 | $26.3M | 0.04% | −7,957−2.2% | Reduced |
| HighTower Advisors, LLC | 366,120 | $26.8M | 0.04% | −65,727−15.2% | Reduced |
| Thomasville National Bank | 375,480 | $27.5M | 2.01% | +25,527+7.3% | Added |
| Crossmark Global Holdings, Inc. | 378,225 | $27.7M | 0.49% | −16,367−4.1% | Reduced |
| Cerity Partners LLC | 380,597 | $27.9M | 0.06% | +1120.0% | Added |
| Commonwealth Equity Services, LLC | 381,127 | $27.9M | 0.04% | +13,111+3.6% | Added |
| Aventail Capital Group, LP | 389,171 | $28.5M | 1.41% | −110,829−22.2% | Reduced |
| Gabelli Funds LLC | 394,550 | $28.9M | 0.22% | +750+0.2% | Added |
| CI Private Wealth, LLC | 415,363 | $30.4M | 0.05% | −44,729−9.7% | Reduced |
| Kornitzer Capital Management Inc | 443,827 | $32.5M | 0.67% | +1,464+0.3% | Added |
| Foundry Partners, LLC | 456,454 | $33.4M | 1.77% | −42,183−8.5% | Reduced |
| Cullen Capital Management LLC | 460,039 | $33.7M | 0.39% | +16,185+3.6% | Added |
| First Eagle Investment Management, LLC | 495,132 | $36.3M | 0.08% | +7,292+1.5% | Added |
| Great Lakes Advisors, LLC | 505,409 | $37.0M | 0.33% | −442−0.1% | Reduced |
| Penn Davis McFarland Inc | 509,246 | $37.3M | 4.41% | +4,217+0.8% | Added |
| Neuberger Berman Group LLC | 513,791 | $37.6M | 0.03% | +36,354+7.6% | Added |
| Douglas Lane & Associates, LLC | 514,477 | $37.7M | 0.56% | −103,839−16.8% | Reduced |
| Alyeska Investment Group, L.P. | 515,419 | $37.8M | 0.15% | −31,460−5.8% | Reduced |
| Bank of New York Mellon Corp | 526,440 | $38.6M | 0.01% | −64,288−10.9% | Reduced |
| Fayez Sarofim & Co | 535,516 | $39.2M | 0.10% | −1,470−0.3% | Reduced |
| Ameriprise Financial Inc | 580,143 | $42.5M | 0.01% | +12,591+2.2% | Added |
| Renaissance Technologies LLC | 599,486 | $43.9M | 0.07% | −74,300−11.0% | Reduced |
| Verition Fund Management LLC | 632,731 | $46.4M | 0.27% | −123,623−16.3% | Reduced |
| Bank of Montreal | 645,210 | $47.3M | 0.03% | −61,823−8.7% | Reduced |
| Letko, Brosseau & Associates Inc | 646,677 | $47.4M | 1.01% | −12,175−1.8% | Reduced |
| Two Sigma Advisers, LP | 712,800 | $52.2M | 0.12% | −290,400−28.9% | Reduced |
| Invesco Ltd. | 736,290 | $54.0M | 0.01% | −5,594−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 762,190 | $55.9M | 0.50% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 764,519 | $56.0M | 0.08% | +95,044+14.2% | Added |
| Capital Research Global Investors | 767,903 | $56.3M | 0.01% | +2,253+0.3% | Added |
| Marshall Wace, LLP | 773,263 | $56.7M | 0.08% | −327,976−29.8% | Reduced |
| CIBC Private Wealth Group, LLC | 967,351 | $57.8M | 0.12% | +37,863+4.1% | Added |
| Brandywine Global Investment Management, LLC | 812,654 | $59.6M | 0.43% | −63,333−7.2% | Reduced |
| LPL Financial LLC | 815,803 | $59.8M | 0.02% | +92,269+12.8% | Added |
| Yaupon Capital Management LP | 854,449 | $62.6M | 4.59% | +168,084+24.5% | Added |
| Adage Capital Partners GP, L.L.C. | 865,000 | $63.4M | 0.12% | +65,000+8.1% | Added |
| New York State Common Retirement Fund | 869,549 | $63.7M | 0.09% | +869,549 | New |
| Boston Partners | 895,359 | $65.6M | 0.08% | +89,831+11.2% | Added |
| The PNC Financial Services Group, Inc. | 908,572 | $66.6M | 0.03% | +23,680+2.7% | Added |
| American Century Companies Inc | 951,625 | $69.7M | 0.04% | +54,471+6.1% | Added |
| Energy Income Partners, LLC | 991,677 | $72.7M | 1.39% | +43,617+4.6% | Added |
| Pacer Advisors, Inc. | 1,004,983 | $73.6M | 0.17% | −3,019−0.3% | Reduced |
| Freestone Grove Partners LP | 1,026,164 | $75.2M | 0.77% | −301,911−22.7% | Reduced |
| Equity Investment Corp | 1,029,352 | $75.4M | 1.69% | +5,913+0.6% | Added |
| Two Sigma Investments, LP | 1,036,082 | $75.9M | 0.17% | −1,023,637−49.7% | Reduced |
| Bridgewater Associates, LP | 1,051,152 | $77.0M | 0.36% | +220,152+26.5% | Added |
| Alliancebernstein L.P. | 1,055,628 | $77.4M | 0.03% | −20,592−1.9% | Reduced |
| Todd Asset Management LLC | 1,213,030 | $88.9M | 2.09% | −1,291−0.1% | Reduced |
| Deutsche Bank AG | 1,217,115 | $89.2M | 0.04% | +1,161,709+2,096.7% | Added |
| Van Eck Associates Corp | 1,254,500 | $91.9M | 0.12% | −25,699−2.0% | Reduced |
| Natixis Advisors, L.P. | 1,273,972 | $93.4M | 0.17% | +29,614+2.4% | Added |
| Silvercrest Asset Management Group LLC | 1,298,104 | $95.1M | 0.68% | −83,173−6.0% | Reduced |
| Mackenzie Financial Corp | 1,315,629 | $96.4M | 0.14% | +41,663+3.3% | Added |
| Holocene Advisors, LP | 1,633,746 | $119.7M | 0.35% | +95,364+6.2% | Added |
| Mondrian Investment Partners LTD | 1,655,018 | $121.3M | 2.07% | −8,862−0.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 1,714,823 | $125.7M | 0.40% | −33,663−1.9% | Reduced |
| Amundi | 1,861,428 | $129.9M | 0.05% | −394,842−17.5% | Reduced |
| JPMorgan Chase & Co | 1,778,727 | $130.3M | 0.01% | −209,960−10.6% | Reduced |
| Stifel Financial Corp | 1,821,069 | $133.4M | 0.14% | +32,249+1.8% | Added |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $136.2M | 0.13% | 00.0% | Unchanged |
| Millennium Management LLC | 1,883,117 | $138.0M | 0.13% | −3,502,836−65.0% | Reduced |
| Voloridge Investment Management, LLC | 1,884,725 | $138.1M | 0.51% | −1,578,647−45.6% | Reduced |
| Citadel Advisors LLC | 1,912,168 | $140.1M | 0.14% | +1,266,917+196.3% | Added |
| Envestnet Asset Management Inc | 1,989,988 | $145.8M | 0.05% | −51,081−2.5% | Reduced |
| Lord, Abbett & Co. LLC | 2,084,216 | $152.7M | 0.54% | −591,384−22.1% | Reduced |
| Empyrean Capital Partners, LP | 2,300,000 | $168.5M | 9.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,362,661 | $173.1M | 0.04% | −18,407−0.8% | Reduced |
| Merewether Investment Management, LP | 2,381,806 | $174.5M | 6.34% | +118,809+5.3% | Added |
| Nuveen, LLC | 2,461,332 | $180.4M | 0.06% | +2,461,332 | New |
| Brandes Investment Partners, LP | 2,496,095 | $182.9M | 1.86% | +1,004,609+67.4% | Added |
| UBS Group AG | 2,590,001 | $189.8M | 0.04% | −803,393−23.7% | Reduced |
| GQG Partners LLC | 2,867,929 | $210.2M | 0.33% | +2,861,235+42,743.3% | Added |
| Rockefeller Capital Management L.P. | 2,909,463 | $213.2M | 0.53% | +415,048+16.6% | Added |
| Raymond James Financial Inc | 2,965,812 | $217.3M | 0.08% | +1,501,866+102.6% | Added |
| Jennison Associates LLC | 3,006,802 | $220.3M | 0.15% | −38,241−1.3% | Reduced |
| Wgi DM, LLC | 3,192,222 | $233.9M | 16.46% | +3,192,222 | New |
| Northern Trust Corp | 3,260,245 | $238.9M | 0.04% | +158,915+5.1% | Added |
| Harding Loevner LP | 3,356,126 | $245.8M | 1.88% | +67,681+2.1% | Added |
| Pzena Investment Management LLC | 3,592,218 | $263.2M | 0.92% | +15,043+0.4% | Added |
| Royal Bank of Canada | 3,874,394 | $283.9M | 0.06% | −84,643−2.1% | Reduced |