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 |
|---|---|---|---|---|---|
| Blue Chip Partners, Inc. | 3,932 | $288.1K | 0.02% | +13+0.3% | Added |
| Family Management Corp | 3,934 | $288.3K | 0.05% | +3,934 | New |
| Beacon Financial Advisory LLC | 3,948 | $289.3K | 0.09% | +21+0.5% | Added |
| PFG Advisors | 3,953 | $289.6K | 0.02% | +492+14.2% | Added |
| Uhlmann Price Securities, LLC | 3,981 | $291.8K | 0.21% | +5+0.1% | Added |
| ESL Trust Services, LLC | 3,984 | $291.9K | 0.07% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,989 | $292.3K | 0.02% | −50−1.2% | Reduced |
| Fulton Bank, N.A. | 3,990 | $292.4K | 0.01% | −675−14.5% | Reduced |
| Sepio Capital, LP | 3,993 | $292.6K | 0.02% | +94+2.4% | Added |
| Braun-Bostich & Associates Inc. | 3,997 | $292.9K | 0.22% | +302+8.2% | Added |
| Lafayette Investments, Inc. | 4,000 | $293.1K | 0.06% | 00.0% | Unchanged |
| Marco Investment Management LLC | 4,007 | $293.6K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4,009 | $293.8K | 0.04% | +230+6.1% | Added |
| Foster Group, Inc. | 4,018 | $294.4K | 0.01% | +625+18.4% | Added |
| Foundations Investment Advisors, LLC | 4,049 | $296.7K | 0.01% | +61+1.5% | Added |
| Sabal Trust CO | 4,103 | $300.7K | 0.02% | +52+1.3% | Added |
| Arete Wealth Advisors, LLC | 4,115 | $301.0K | 0.02% | −336−7.5% | Reduced |
| Plan A Wealth LLC | 4,112 | $301.3K | 0.23% | +4,112 | New |
| Gateway Wealth Partners, LLC | 4,114 | $301.5K | 0.07% | +10.0% | Added |
| StoneX Group Inc. | 4,129 | $302.6K | 0.02% | +892+27.6% | Added |
| Doliver Advisors, LP | 4,132 | $302.8K | 0.09% | +500+13.8% | Added |
| Tranquility Partners, LLC | 4,139 | $303.3K | 0.12% | +50+1.2% | Added |
| Naples Global Advisors, LLC | 4,141 | $303.5K | 0.03% | −700−14.5% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,157 | $304.6K | 0.03% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $305.2K | 0.08% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $305.4K | 0.20% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 4,175 | $305.9K | 0.25% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 4,190 | $307.0K | 0.04% | −677−13.9% | Reduced |
| Cetera Trust Company, N.A | 4,190 | $307.0K | 0.20% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,195 | $307.4K | 0.19% | +3,910+1,371.9% | Added |
| Concorde Asset Management, LLC | 4,823 | $308.1K | 0.17% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,219 | $309.2K | 0.03% | −270−6.0% | Reduced |
| Texas Capital Bancshares Inc | 4,249 | $311.4K | 0.13% | −160−3.6% | Reduced |
| Ameriflex Group, Inc. | 4,249 | $311.4K | 0.13% | +35+0.8% | Added |
| Fiera Capital Corp | 4,282 | $313.8K | 0.00% | +4,282 | New |
| Alliance Wealth Advisors, LLC | 4,295 | $314.8K | 0.19% | 00.0% | Unchanged |
| Westmount Partners, LLC | 4,317 | $316.4K | 0.10% | −2,394−35.7% | Reduced |
| Frank, Rimerman Advisors LLC | 4,322 | $316.7K | 0.03% | −924−17.6% | Reduced |
| RHS Financial, LLC | 4,326 | $317.0K | 0.18% | −1,341−23.7% | Reduced |
| Hardy Reed LLC | 4,354 | $319.1K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 4,360 | $319.5K | 0.01% | 00.0% | Unchanged |
| Indie Asset Partners, LLC | 4,367 | $320.0K | 0.28% | +20.0% | Added |
| Sax Wealth Advisors, LLC | 4,367 | $320.1K | 0.02% | +164+3.9% | Added |
| Eagle Harbor Asset Management Inc | 4,368 | $320.1K | 0.32% | −285−6.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 4,377 | $320.8K | 0.09% | +121+2.8% | Added |
| Key Client Fiduciary Advisors, LLC | 4,380 | $321.0K | 0.15% | +10.0% | Added |
| Southeast Asset Advisors Inc. | 4,380 | $321.0K | 0.04% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 4,396 | $322.1K | 0.22% | +500+12.8% | Added |
| Canopy Partners, LLC | 4,410 | $323.2K | 0.13% | −64−1.4% | Reduced |
| Grange Capital, LLC | 4,413 | $323.4K | 0.38% | 00.0% | Unchanged |
| Hara Capital LLC | 4,425 | $324.3K | 0.22% | −230−4.9% | Reduced |
| Park Capital Management, LLC | 4,428 | $324.5K | 0.38% | −1,460−24.8% | Reduced |
| RDA Financial Network | 4,437 | $325.2K | 0.10% | +562+14.5% | Added |
| New Republic Capital, LLC | 4,450 | $326.1K | 0.14% | −705−13.7% | Reduced |
| Traveka Wealth, LLC | 4,468 | $327.4K | 0.18% | −10.0% | Reduced |
| First Financial Corp | 4,480 | $328.3K | 0.16% | −109−2.4% | Reduced |
| Plan Group Financial, LLC | 4,481 | $328.3K | 0.12% | +580+14.9% | Added |
| KCM Investment Advisors LLC | 4,488 | $328.9K | 0.01% | −1,427−24.1% | Reduced |
| Old Mission Investment Co LLC | 4,491 | $329.1K | 0.10% | +22+0.5% | Added |
| Good Life Advisors, LLC | 4,500 | $329.8K | 0.02% | +765+20.5% | Added |
| Vista Wealth Management Group, LLC | 4,512 | $330.6K | 0.02% | +891+24.6% | Added |
| Vista Investment Partners II, LLC | 4,525 | $331.6K | 0.18% | +8+0.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,529 | $332.0K | 0.06% | +278+6.5% | Added |
| St Germain D J Co Inc | 4,533 | $332.2K | 0.02% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $332.4K | 0.04% | 00.0% | Unchanged |
| First American Trust, FSB | 4,537 | $332.5K | 0.03% | +82+1.8% | Added |
| Chicago Capital, LLC | 4,560 | $334.2K | 0.01% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,567 | $334.7K | 0.11% | +508+12.5% | Added |
| Davidson Trust Co | 4,575 | $335.3K | 0.16% | +4,575 | New |
| Ancora Advisors, LLC | 4,576 | $335.4K | 0.01% | −10.0% | Reduced |
| AMG National Trust Bank | 4,595 | $336.7K | 0.01% | +4,595 | New |
| United Community Bank | 4,610 | $337.8K | 0.13% | +1,100+31.3% | Added |
| Van Strum & Towne Inc. | 4,630 | $339.3K | 0.11% | +4,630 | New |
| McAdam, LLC | 4,642 | $340.2K | 0.02% | −26−0.6% | Reduced |
| Granite Investment Partners, LLC | 4,655 | $341.1K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,663 | $341.7K | 0.06% | +894+23.7% | Added |
| Keating Investment Counselors Inc | 4,675 | $342.6K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,707 | $344.9K | 0.06% | +32+0.7% | Added |
| Riversedge Advisors, LLC | 4,711 | $345.2K | 0.08% | +1,109+30.8% | Added |
| Macquarie Group Ltd | 4,720 | $346.0K | 0.00% | −22−0.5% | Reduced |
| Graham Capital Management, L.P. | 4,724 | $346.2K | 0.01% | −63,587−93.1% | Reduced |
| Broyhill Asset Management | 4,740 | $347.3K | 0.28% | +500+11.8% | Added |
| Fifth Third Wealth Advisors LLC | 4,754 | $348.4K | 0.02% | −74−1.5% | Reduced |
| Angeles Wealth Management, LLC | 4,782 | $350.4K | 0.03% | −585−10.9% | Reduced |
| E&G Advisors, LP | 4,800 | $351.7K | 0.10% | −29−0.6% | Reduced |
| Brave Asset Management Inc | 4,800 | $351.7K | 0.11% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4,826 | $354.0K | 0.01% | −54−1.1% | Reduced |
| AlTi Global, Inc. | 4,835 | $354.3K | 0.01% | −2,458−33.7% | Reduced |
| Atlas Brown,Inc. | 4,842 | $354.8K | 0.12% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 4,906 | $359.5K | 0.21% | −325−6.2% | Reduced |
| Patten & Patten Inc | 4,910 | $359.8K | 0.02% | +92+1.9% | Added |
| Ti-Trust, Inc | 4,920 | $360.5K | 0.24% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 4,934 | $361.6K | 0.01% | +4,934 | New |
| Personal Cfo Solutions, LLC | 4,934 | $361.6K | 0.07% | +23+0.5% | Added |
| Insight 2811, Inc. | 4,950 | $362.7K | 0.18% | 00.0% | Unchanged |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $364.1K | 0.06% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 4,975 | $364.6K | 0.02% | +15+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 4,987 | $365.5K | 0.09% | −838−14.4% | Reduced |
| Lynx Investment Advisory | 4,996 | $366.1K | 0.24% | +15+0.3% | Added |
| Joel Isaacson & Co., LLC | 4,997 | $366.2K | 0.02% | −30−0.6% | Reduced |