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 |
|---|---|---|---|---|---|
| Linscomb & Williams, Inc. | 3,058 | $224.1K | 0.01% | +3,058 | New |
| Engineers Gate Manager LP | 3,063 | $224.5K | 0.00% | −41,438−93.1% | Reduced |
| Medallion Wealth Advisors, LLC | 3,076 | $225.0K | 0.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 3,076 | $225.4K | 0.16% | +3,076 | New |
| Kozak & Associates, Inc. | 3,613 | $225.9K | 0.06% | −368−9.2% | Reduced |
| SPC Financial, Inc. | 3,106 | $227.6K | 0.02% | +3,106 | New |
| Washington Trust Advisors, Inc. | 3,111 | $228.0K | 0.02% | +83+2.7% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,115 | $228.0K | 0.03% | −107−3.3% | Reduced |
| Portfolio Design Labs, LLC | 3,120 | $228.6K | 0.05% | +3,120 | New |
| Werba Rubin Papier Wealth Management | 3,128 | $229.2K | 0.05% | +3,128 | New |
| Retirement Investment Advisors, Inc. | 2,943 | $229.4K | 0.02% | +2,943 | New |
| Nisa Investment Advisors, LLC | 3,139 | $230.0K | 0.00% | +1,000+46.8% | Added |
| Atlas Capital Advisors LLC | 3,143 | $230.3K | 0.03% | +38+1.2% | Added |
| FMB Wealth Management | 3,148 | $230.7K | 0.13% | +3,148 | New |
| Peoples Financial Services Corp. | 3,150 | $230.8K | 0.11% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 3,163 | $231.8K | 0.07% | +101+3.3% | Added |
| Trinity Legacy Partners, LLC | 3,439 | $232.5K | 0.06% | −3−0.1% | Reduced |
| Legacy Private Trust Co. | 3,173 | $232.5K | 0.02% | +3,173 | New |
| Evolution Wealth Advisors, LLC | 3,175 | $232.7K | 0.04% | −2,194−40.9% | Reduced |
| Counterweight Ventures, LLC | 3,175 | $232.7K | 0.17% | +3,175 | New |
| Thompson Investment Management, Inc. | 3,176 | $232.7K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 3,187 | $233.5K | 0.06% | +7+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $234.2K | 0.03% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,199 | $234.5K | 0.07% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 3,200 | $234.5K | 0.05% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,201 | $234.6K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 3,244 | $237.7K | 0.04% | +3,244 | New |
| Phillips Wealth Planners LLC | 3,835 | $238.1K | 0.25% | −53−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 3,698 | $238.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 3,260 | $238.9K | 0.03% | +85+2.7% | Added |
| Fiduciary Group LLC | 3,286 | $240.8K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,289 | $241.1K | 0.06% | +2+0.1% | Added |
| Duncker Streett & Co Inc | 3,298 | $241.6K | 0.05% | +9+0.3% | Added |
| Riverbridge Partners LLC | 3,298 | $241.7K | 0.00% | +3,298 | New |
| Colonial Trust Advisors | 3,298 | $241.7K | 0.02% | +2,640+401.2% | Added |
| Clarus Group, Inc. | 3,299 | $241.8K | 0.09% | +9+0.3% | Added |
| Planned Solutions, Inc. | 3,300 | $241.8K | 0.10% | +3,300 | New |
| Goldstone Financial Group, LLC | 3,303 | $242.0K | 0.04% | +3,303 | New |
| Cache Advisors, LLC | 3,303 | $242.0K | 0.09% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 3,316 | $243.0K | 0.01% | −399−10.7% | Reduced |
| Mechanics Bank Trust Department | 3,324 | $243.6K | 0.03% | −625−15.8% | Reduced |
| Montecito Bank & Trust | 3,325 | $243.7K | 0.04% | −670−16.8% | Reduced |
| Triune Financial Partners, LLC | 3,328 | $243.8K | 0.08% | +33+1.0% | Added |
| CFM Wealth Partners LLC | 3,367 | $246.7K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,377 | $247.5K | 0.05% | −202−5.6% | Reduced |
| Ballew Advisors, Inc | 3,986 | $247.5K | 0.17% | +5+0.1% | Added |
| 17 Capital Partners, LLC | 3,435 | $247.6K | 0.16% | −34−1.0% | Reduced |
| Welch Group, LLC | 3,407 | $247.8K | 0.01% | −61−1.8% | Reduced |
| We Are One Seven, LLC | 3,397 | $248.9K | 0.01% | −71−2.0% | Reduced |
| Prudent Man Advisors, LLC | 3,399 | $249.1K | 0.09% | 00.0% | Unchanged |
| one8zero8, LLC | 3,402 | $249.3K | 0.06% | +102+3.1% | Added |
| Founders Financial Alliance, LLC | 3,411 | $250.0K | 0.06% | −96−2.7% | Reduced |
| Greenline Partners, LLC | 3,429 | $251.3K | 0.04% | +3,429 | New |
| Warther Private Wealth, LLC | 3,433 | $251.6K | 0.08% | +165+5.0% | Added |
| Helium Advisors LLC | 3,434 | $251.6K | 0.18% | −85−2.4% | Reduced |
| Tompkins Financial Corp | 3,439 | $252.0K | 0.02% | +209+6.5% | Added |
| Belpointe Asset Management LLC | 3,461 | $253.6K | 0.01% | +500+16.9% | Added |
| Quotient Wealth Partners, LLC | 3,496 | $256.2K | 0.01% | −6,406−64.7% | Reduced |
| Founders Capital Management, LLC | 3,496 | $256.2K | 0.05% | 00.0% | Unchanged |
| BLB&B Advisors, LLC | 3,509 | $257.1K | 0.01% | −76−2.1% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $258.0K | 0.11% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,000 | $260.4K | 0.09% | +4,000 | New |
| Golden State Equity Partners | 3,562 | $261.0K | 0.05% | +173+5.1% | Added |
| Hexagon Capital Partners LLC | 3,565 | $261.2K | 0.05% | +365+11.4% | Added |
| Holderness Investments Co | 3,578 | $262.2K | 0.06% | −101−2.7% | Reduced |
| Keudell/Morrison Wealth Management | 3,584 | $262.6K | 0.06% | −11−0.3% | Reduced |
| CRA Financial Services, LLC | 3,605 | $264.2K | 0.05% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 3,607 | $264.3K | 0.02% | +186+5.4% | Added |
| Pekin Hardy Strauss, Inc. | 3,613 | $264.8K | 0.03% | 00.0% | Unchanged |
| First National Trust Co | 3,625 | $265.6K | 0.01% | +3,625 | New |
| Goodman Financial Corp | 3,626 | $265.7K | 0.06% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3,630 | $266.0K | 0.04% | +10+0.3% | Added |
| Tufton Capital Management | 3,639 | $266.7K | 0.05% | +94+2.7% | Added |
| HCR Wealth Advisors | 3,651 | $267.5K | 0.03% | 00.0% | Unchanged |
| Cooper Financial Group | 3,663 | $268.4K | 0.04% | +109+3.1% | Added |
| Tyche Wealth Partners LLC | 3,666 | $268.6K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 3,667 | $268.7K | 0.01% | −254−6.5% | Reduced |
| Integrated Investment Consultants, LLC | 3,687 | $270.2K | 0.05% | −15,941−81.2% | Reduced |
| Birch Financial Group, LLC | 3,693 | $270.6K | 0.24% | +3,693 | New |
| Successful Portfolios LLC | 3,721 | $272.7K | 0.19% | −10.0% | Reduced |
| Marcum Wealth, LLC | 3,721 | $272.7K | 0.02% | +247+7.1% | Added |
| Chapin Davis, Inc. | 3,725 | $273.0K | 0.09% | +6+0.2% | Added |
| Brookstone Capital Management | 3,751 | $274.9K | 0.00% | −630−14.4% | Reduced |
| HM Payson & Co | 3,760 | $275.5K | 0.00% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 4,208 | $275.7K | 0.02% | +347+9.0% | Added |
| Clark Capital Management Group, Inc. | 3,766 | $276.0K | 0.00% | −552,473−99.3% | Reduced |
| Investors Asset Management of Georgia Inc | 3,775 | $276.6K | 0.14% | −700−15.6% | Reduced |
| Berger Financial Group, Inc | 3,776 | $276.7K | 0.02% | +3+0.1% | Added |
| Cassaday & Co Wealth Management LLC | 3,781 | $277.0K | 0.01% | +221+6.2% | Added |
| Saturna Capital CORP | 3,800 | $278.5K | 0.00% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | 00.0% | Unchanged |
| First Foundation Advisors | 3,812 | $279.4K | 0.01% | −195−4.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,841 | $281.5K | 0.21% | +3,841 | New |
| Moloney Securities Asset Management, LLC | 3,860 | $282.9K | 0.04% | +448+13.1% | Added |
| Eads & Heald Wealth Management | 3,896 | $285.0K | 0.14% | −23−0.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,893 | $285.3K | 0.10% | −57−1.4% | Reduced |
| Credit Agricole S A | 3,900 | $285.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,902 | $285.9K | 0.01% | −5−0.1% | Reduced |
| Waldron Private Wealth LLC | 3,920 | $287.3K | 0.01% | −2,430−38.3% | Reduced |
| Palisade Asset Management, LLC | 3,921 | $287.3K | 0.03% | 00.0% | Unchanged |