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Livermore
Livermore
ZHEN

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.

Institutional holdersQ1 2025: 1,418 institutions
Q1 2021: 5 institutionsQ2 2021: 5 institutionsQ3 2021: 6 institutionsQ4 2021: 12 institutionsQ1 2022: 988 institutionsQ2 2022: 1,125 institutionsQ3 2022: 1,099 institutionsQ4 2022: 1,185 institutionsQ1 2023: 1,194 institutionsQ2 2023: 1,205 institutionsQ3 2023: 1,265 institutionsQ4 2023: 1,315 institutionsQ1 2024: 1,345 institutionsQ2 2024: 1,387 institutionsQ3 2024: 1,354 institutionsQ4 2024: 1,383 institutionsQ1 2025: 1,418 institutionsQ2 2025: 1,396 institutionsQ3 2025: 1,393 institutionsQ4 2025: 1,456 institutionsQ1 2026: 1,596 institutionsQ2 2026: 1,531 institutions
Value heldQ1 2025: $28.5B
Q1 2021: $149.9KQ2 2021: $154.5KQ3 2021: $175.1KQ4 2021: $8.81MQ1 2022: $15.3BQ2 2022: $15.3BQ3 2022: $14.2BQ4 2022: $15.9BQ1 2023: $17.3BQ2 2023: $18.6BQ3 2023: $21.0BQ4 2023: $21.6BQ1 2024: $22.6BQ2 2024: $25.6BQ3 2024: $23.8BQ4 2024: $23.8BQ1 2025: $28.5BQ2 2025: $26.6BQ3 2025: $25.9BQ4 2025: $26.5BQ1 2026: $34.5BQ2 2026: $28.8B
Institutions holding SHEL and their total value by quarter
QuarterHoldersValue
Q2 20261,531$28.8B
Q1 20261,596$34.5B
Q4 20251,456$26.5B
Q3 20251,393$25.9B
Q2 20251,396$26.6B
Q1 20251,418$28.5B
Q4 20241,383$23.8B
Q3 20241,354$23.8B
Q2 20241,387$25.6B
Q1 20241,345$22.6B
Q4 20231,315$21.6B
Q3 20231,265$21.0B
Q2 20231,205$18.6B
Q1 20231,194$17.3B
Q4 20221,185$15.9B
Q3 20221,099$14.2B
Q2 20221,125$15.3B
Q1 2022988$15.3B
Q4 202112$8.81M
Q3 20216$175.1K
Q2 20215$154.5K
Q1 20215$149.9K

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q4 2024.

Institutions holding SHEL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Avion Wealth1,149$71.0K0.02%00.0%Unchanged
Briaud Financial Planning, Inc1,063$77.0K0.03%00.0%Unchanged
Sawyer & Company, Inc1,065$78.0K0.03%−696−39.5%Reduced
Itau Unibanco Holding S.A.1,074$79.0K0.00%−3−0.3%Reduced
Golden State Wealth Management, LLC1,098$80.5K0.01%+1+0.1%Added
American National Bank1,100$80.6K0.01%00.0%Unchanged
CX Institutional1,101$81.0K0.00%+1,101New
Paradigm Asset Management Co LLC1,118$81.9K0.02%00.0%Unchanged
First Command Advisory Services, Inc.1,129$82.7K0.00%−154−12.0%Reduced
Citizens National Bank Trust Department1,147$84.1K0.02%−200−14.8%Reduced
Princeton Global Asset Management LLC1,247$91.3K0.02%−667−34.8%Reduced
Union Savings Bank1,249$91.5K0.04%00.0%Unchanged
Glass Jacobson Investment Advisors llc1,486$93.1K0.03%00.0%Unchanged
FIL Ltd1,275$93.4K0.00%+63+5.2%Added
City State Bank1,282$93.9K0.03%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC1,300$95.3K0.03%00.0%Unchanged
TSFG, LLC1,436$105.0K0.02%+1,436New
BFSG, LLC1,435$105.2K0.01%−60−4.0%Reduced
West Branch Capital LLC1,439$105.5K0.04%00.0%Unchanged
Crews Bank & Trust1,474$108.0K0.02%−5−0.3%Reduced
Chesapeake Asset Management LLC1,505$110.3K0.10%00.0%Unchanged
Indiana Trust & Investment Management CO1,521$111.5K0.04%00.0%Unchanged
GeoWealth Management, LLC1,550$113.6K0.00%−6,866−81.6%Reduced
Stonebridge Financial Group, LLC1,598$117.1K0.01%00.0%Unchanged
BOK Financial Private Wealth, Inc.1,603$117.5K0.01%−541−25.2%Reduced
Winthrop Capital Management, LLC1,616$118.0K0.03%00.0%Unchanged
Alaska Permanent Fund Corp1,835$118.3K0.00%00.0%Unchanged
Opal Wealth Advisors, LLC1,640$120.2K0.04%+1,640New
CoreCap Advisors, LLC1,692$124.0K0.01%+44+2.7%Added
Ameliora Wealth Management Ltd.1,720$126.0K0.05%−1,280−42.7%Reduced
Grove Bank & Trust1,730$126.8K0.02%−782−31.1%Reduced
Colonial Trust Co1,763$129.2K0.02%+376+27.1%Added
Westend Capital Management, LLC1,866$136.8K0.05%00.0%Unchanged
Pinnacle Bancorp, Inc.1,872$137.2K0.04%+197+11.8%Added
Boit C F David2,000$146.6K0.07%00.0%Unchanged
Flaharty Asset Management, LLC2,050$150.2K0.02%+2,050New
Beutel, Goodman & Co Ltd.2,100$153.0K0.00%+2,100New
Bank Julius Baer & Co. Ltd, Zurich2,137$156.6K0.00%+2,137New
Laurel Wealth Advisors LLC2,165$158.7K0.02%00.0%Unchanged
Tanglewood Legacy Advisors, LLC2,208$161.8K0.07%00.0%Unchanged
Whipplewood Advisors, LLC2,269$166.5K0.10%+66+3.0%Added
Foster Dykema Cabot & Partners, LLC2,327$170.5K0.01%−458−16.4%Reduced
PFG Private Wealth Management, LLC2,354$172.5K0.09%−40−1.7%Reduced
Highline Wealth Partners LLC2,368$173.5K0.06%+209+9.7%Added
Elgethun Capital Management2,426$177.8K0.04%−1,127−31.7%Reduced
Delta Asset Management LLC2,480$181.7K0.02%00.0%Unchanged
First PREMIER Bank2,500$183.0K0.05%00.0%Unchanged
Leonteq Securities AG2,500$183.6K0.01%−1,300−34.2%Reduced
Salem Investment Counselors Inc2,539$186.1K0.01%+25+1.0%Added
AdvisorNet Financial, Inc2,564$187.9K0.01%+675+35.7%Added
SRS Capital Advisors, Inc.2,588$189.6K0.01%+824+46.7%Added
Riverview Trust Co2,629$192.7K0.19%00.0%Unchanged
Oakworth Capital, Inc.2,693$197.3K0.01%+15+0.6%Added
Cary Street Partner Investment Advisory LLC2,707$198.4K0.11%+2,259+504.2%Added
ORG Wealth Partners, LLC2,718$198.6K0.06%+273+11.2%Added
Roman Butler Fullerton & Co3,186$200.0K0.08%+5+0.2%Added
FLC Capital Advisors2,731$200.1K0.04%+2,731New
Argus Investors' Counsel, Inc.2,751$201.6K0.15%+2,751New
Trust Co2,791$204.5K0.02%+2,447+711.3%Added
Purkiss Capital Advisors LLC2,800$205.2K0.15%+2,800New
Addison Advisors LLC2,802$205.3K0.06%+183+7.0%Added
Stone Run Capital, LLC2,810$205.9K0.09%+2,810New
Appleton Partners Inc2,825$207.0K0.02%+2,825New
Trust Co of Virginia2,825$207.0K0.02%+2,825New
Family Firm, Inc.2,843$208.3K0.05%+2,843New
Tevis Investment Management3,329$208.6K0.15%00.0%Unchanged
Mayflower Financial Advisors, LLC2,853$209.1K0.03%+2,853New
Claro Advisors LLC2,857$209.4K0.03%+2,857New
Stonebridge Capital Management Inc2,876$211.0K0.09%+2,876New
Nations Financial Group Inc,2,880$211.1K0.02%−597−17.2%Reduced
Cypress Capital Group2,900$212.5K0.03%+2,900New
Integrity Alliance, LLC.2,933$215.0K0.01%+2,933New
Barlow Wealth Partners, Inc.3,272$215.5K0.03%00.0%Unchanged
Greatmark Investment Partners, Inc.2,943$215.7K0.03%+2,943New
Causeway Capital Management LLC2,944$215.7K0.00%−7,188−70.9%Reduced
Sargent Investment Group, LLC2,950$216.2K0.03%+2,950New
Mitchell McLeod Pugh & Williams Inc2,951$216.2K0.04%+2,951New
North Ridge Wealth Advisors, Inc.2,952$216.3K0.14%00.0%Unchanged
Addison Capital Co2,957$216.7K0.08%+2,957New
M1 Capital Management LLC2,962$217.1K0.14%+2,962New
Schaper Benz & Wise Investment Counsel Inc2,965$217.3K0.02%+2,965New
Berkshire Asset Management LLC3,339$217.3K0.01%−625−15.8%Reduced
Choice Wealth Advisors, LLC2,976$218.1K0.11%+2,976New
Meridian Investment Counsel Inc.2,977$218.2K0.06%+2,977New
Gladstone Institutional Advisory LLC2,997$219.6K0.01%+2,997New
Swiss Life Asset Management Ltd3,000$219.8K0.00%−1,915−39.0%Reduced
AllSquare Wealth Management LLC3,000$219.8K0.13%00.0%Unchanged
Bank of Nova Scotia3,000$219.8K0.00%+3,000New
Wedgewood Investors Inc3,000$219.8K0.26%+3,000New
Cascade Investment Advisors, Inc.3,000$219.8K0.15%+3,000New
Teramo Advisors, LLC3,000$219.8K0.09%+3,000New
Avantax Planning Partners, Inc.3,001$219.9K0.01%+3,001New
FourThought Financial Partners, LLC3,004$220.1K0.02%+3,004New
Capital Performance Advisors LLP3,009$220.5K0.05%+3,009New
Oxinas Partners Wealth Management LLC3,026$221.8K0.13%+3,026New
Horan Securities, Inc.3,033$222.3K0.08%−596−16.4%Reduced
JFS Wealth Advisors, LLC3,035$222.4K0.02%00.0%Unchanged
Diversify Wealth Management, LLC3,400$222.7K0.02%+3,400New
Spinnaker Trust3,049$223.4K0.01%+3,049New
SFMG, LLC3,054$223.8K0.02%+3,054New