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 |
|---|---|---|---|---|---|
| Spectrum Wealth Counsel, LLC | 222 | $16.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 235 | $17.0K | 0.01% | +235 | New |
| Tradewinds Capital Management, LLC | 233 | $17.1K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 250 | $18.3K | 0.01% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 255 | $18.7K | 0.01% | +255 | New |
| Dogwood Wealth Management LLC | 262 | $19.2K | 0.01% | +2+0.8% | Added |
| First United Bank Trust | 265 | $19.4K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 295 | $19.4K | 0.01% | +295 | New |
| GPS Wealth Strategies Group, LLC | 268 | $19.6K | 0.00% | +128+91.4% | Added |
| Nalls Sherbakoff Group, LLC | 270 | $19.8K | 0.02% | +270 | New |
| Semmax Financial Advisors Inc. | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 273 | $20.0K | 0.00% | −263−49.1% | Reduced |
| Creekmur Asset Management LLC | 274 | $20.1K | 0.00% | −128−31.8% | Reduced |
| Albion Financial Group | 278 | $20.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 285 | $20.9K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 300 | $22.0K | 0.01% | +300 | New |
| Ulland Investment Advisors, LLC | 300 | $22.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 319 | $23.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $23.4K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 323 | $23.7K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 324 | $23.7K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 335 | $24.5K | 0.00% | +335 | New |
| New England Capital Financial Advisors LLC | 338 | $24.8K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 341 | $25.0K | 0.02% | +3+0.9% | Added |
| Kennebec Savings Bank | 341 | $25.0K | 0.03% | +341 | New |
| Turim 21 Investimentos Ltda. | 345 | $25.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 347 | $25.4K | 0.01% | −546−61.1% | Reduced |
| Wiser Advisor Group LLC | 350 | $25.6K | 0.04% | −21−5.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 356 | $26.1K | 0.01% | +181+103.4% | Added |
| CVA Family Office, LLC | 362 | $26.5K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 374 | $27.4K | 0.00% | −172−31.5% | Reduced |
| Robinswood Financial LLC | 383 | $28.1K | 0.01% | +383 | New |
| Provenance Wealth Advisors, LLC | 390 | $28.6K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 392 | $28.7K | 0.02% | −125−24.2% | Reduced |
| First Pacific Financial | 400 | $29.3K | 0.01% | −1,508−79.0% | Reduced |
| Y.D. More Investments Ltd | 400 | $29.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 416 | $30.5K | 0.00% | +46+12.4% | Added |
| Truvestments Capital LLC | 420 | $30.8K | 0.01% | +213+102.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 428 | $31.4K | 0.06% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $32.6K | 0.00% | +500 | New |
| Fairscale Capital, LLC | 450 | $33.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $34.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 465 | $34.1K | 0.00% | +65+16.3% | Added |
| Winch Advisory Services, LLC | 467 | $34.2K | 0.01% | +5+1.1% | Added |
| Transce3nd, LLC | 488 | $35.8K | 0.02% | −60−10.9% | Reduced |
| Fortitude Family Office, LLC | 490 | $35.9K | 0.01% | −5−1.0% | Reduced |
| Fortis Group Advisors, LLC | 492 | $36.1K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 493 | $36.1K | 0.00% | −400−44.8% | Reduced |
| Hallmark Capital Management Inc | 503 | $36.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 514 | $37.0K | 0.01% | +71+16.0% | Added |
| Tortoise Investment Management, LLC | 507 | $37.2K | 0.00% | +1+0.2% | Added |
| Greykasell Wealth Strategies, Inc. | 523 | $38.3K | 0.02% | +523 | New |
| JNBA Financial Advisors | 547 | $40.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $41.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 575 | $42.1K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 580 | $42.5K | 0.06% | +562+3,122.2% | Added |
| TD Capital Management LLC | 582 | $42.6K | 0.00% | +1+0.2% | Added |
| Fairman Group, LLC | 689 | $43.2K | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $44.0K | 0.02% | −400−40.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 603 | $44.2K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 608 | $44.5K | 0.02% | +5+0.8% | Added |
| Sierra Ocean, LLC | 643 | $47.2K | 0.04% | +14+2.2% | Added |
| LRI Investments, LLC | 654 | $47.9K | 0.00% | +3+0.5% | Added |
| Cornerstone Planning Group LLC | 748 | $48.3K | 0.01% | +581+347.9% | Added |
| MCF Advisors LLC | 662 | $48.5K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 663 | $48.6K | 0.02% | +437+193.4% | Added |
| POM Investment Strategies, LLC | 664 | $48.7K | 0.06% | +664 | New |
| Resources Management Corp | 671 | $49.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 682 | $50.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 700 | $51.3K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 701 | $51.4K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 716 | $52.4K | 0.02% | +6+0.8% | Added |
| Private Wealth Asset Management, LLC | 727 | $53.3K | 0.01% | +727 | New |
| Caldwell Sutter Capital, Inc. | 728 | $53.3K | 0.03% | −11−1.5% | Reduced |
| Webster Bank, N. A. | 739 | $54.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $54.3K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $55.0K | 0.03% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 767 | $56.2K | 0.01% | +438+133.1% | Added |
| Founders Capital Management | 770 | $56.4K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 798 | $58.0K | 0.03% | −202−20.2% | Reduced |
| Wayfinding Financial, LLC | 801 | $58.0K | 0.03% | +801 | New |
| Key Financial Inc | 802 | $58.8K | 0.01% | −164−17.0% | Reduced |
| GW&K Investment Management, LLC | 815 | $60.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 837 | $61.3K | 0.01% | 00.0% | Unchanged |
| LMR Partners LLP | 838 | $61.4K | 0.00% | +838 | New |
| Evelyn Partners Asset Management Ltd | 866 | $63.5K | 0.02% | −152−14.9% | Reduced |
| NewSquare Capital LLC | 870 | $63.8K | 0.01% | +711+447.2% | Added |
| Johnson Financial Group, Inc. | 870 | $63.8K | 0.00% | +730+521.4% | Added |
| UMA Financial Services, Inc. | 875 | $64.1K | 0.01% | −346−28.3% | Reduced |
| Manchester Capital Management LLC | 900 | $66.0K | 0.01% | −110−10.9% | Reduced |
| Accredited Wealth Management, LLC | 900 | $66.0K | 0.06% | 00.0% | Unchanged |
| Asset Dedication, LLC | 928 | $68.0K | 0.01% | −53−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 1,091 | $68.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 951 | $69.7K | 0.03% | −75−7.3% | Reduced |
| North Capital, Inc. | 951 | $69.7K | 0.07% | +951 | New |
| Roxbury Financial LLC | 1,047 | $70.6K | 0.07% | +5+0.5% | Added |