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 |
|---|---|---|---|---|---|
| Hardman Johnston Global Advisors LLC | 5,000 | $366.4K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $366.4K | 0.04% | 00.0% | Unchanged |
| U S Global Investors Inc | 5,000 | $366.4K | 0.05% | +5,000 | New |
| Corient IA LLC | 5,000 | $366.4K | 0.26% | +5,000 | New |
| Lantz Financial LLC | 5,007 | $366.9K | 0.10% | +28+0.6% | Added |
| Chelsea Counsel Co | 5,012 | $367.3K | 0.20% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,019 | $367.8K | 0.01% | +5,019 | New |
| Greenfield Savings Bank | 5,022 | $368.0K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,074 | $371.8K | 0.12% | +3,000+144.6% | Added |
| Anchor Investment Management, LLC | 5,097 | $373.5K | 0.03% | −100−1.9% | Reduced |
| Lunt Capital Management, Inc. | 5,099 | $373.6K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $373.7K | 0.03% | 00.0% | Unchanged |
| Rahlfs Capital, LLC | 5,110 | $374.5K | 0.37% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,112 | $374.6K | 0.20% | +46+0.9% | Added |
| Parvin Asset Management, LLC | 5,125 | $375.6K | 0.42% | 00.0% | Unchanged |
| Alpha Omega Wealth Management LLC | 5,130 | $375.9K | 0.07% | −350−6.4% | Reduced |
| Icon Wealth Advisors, LLC | 5,146 | $377.1K | 0.03% | −1,337−20.6% | Reduced |
| Vista Investment Partners LLC | 5,155 | $377.8K | 0.12% | +38+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 5,174 | $379.1K | 0.02% | +15+0.3% | Added |
| Balentine LLC | 5,200 | $381.1K | 0.02% | +281+5.7% | Added |
| Tucker Asset Management LLC | 5,212 | $381.9K | 0.12% | −1,521−22.6% | Reduced |
| Nautilus Advisors LLC | 5,220 | $382.5K | 0.32% | −809−13.4% | Reduced |
| Clear Creek Financial Management, LLC | 5,229 | $383.2K | 0.04% | +987+23.3% | Added |
| Titleist Asset Management, LLC | 5,230 | $383.3K | 0.04% | −296−5.4% | Reduced |
| Abacus Planning Group, Inc. | 5,263 | $385.6K | 0.07% | +235+4.7% | Added |
| AIMZ Investment Advisors, LLC | 5,275 | $386.6K | 0.13% | −200−3.7% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $386.6K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 5,283 | $387.1K | 0.02% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 5,307 | $388.9K | 0.03% | +21+0.4% | Added |
| Robertson Stephens Wealth Management, LLC | 5,338 | $391.2K | 0.01% | +3+0.1% | Added |
| Fermata Advisors, LLC | 5,342 | $391.5K | 0.07% | +5,342 | New |
| Arkfeld Wealth Strategies, L.L.C. | 6,177 | $394.7K | 0.17% | +40+0.7% | Added |
| Lawson Kroeker Investment Management Inc | 5,389 | $394.9K | 0.07% | −226−4.0% | Reduced |
| Seven Mile Advisory | 5,396 | $395.4K | 0.26% | −420−7.2% | Reduced |
| Argent Trust Co | 5,398 | $395.6K | 0.02% | +45+0.8% | Added |
| North Star Investment Management Corp. | 5,400 | $395.7K | 0.03% | −2,958−35.4% | Reduced |
| Keel Point, LLC | 5,404 | $396.0K | 0.03% | −381−6.6% | Reduced |
| Wealthstream Advisors, Inc. | 5,420 | $397.2K | 0.07% | −32−0.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,447 | $399.2K | 0.03% | −263−4.6% | Reduced |
| Berkeley Capital Partners, LLC | 5,448 | $399.2K | 0.11% | 00.0% | Unchanged |
| Puzo Michael J | 5,450 | $399.4K | 0.11% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 5,451 | $399.4K | 0.00% | 00.0% | Unchanged |
| 49 Wealth Management, LLC | 5,457 | $399.9K | 0.05% | +5,457 | New |
| Cordatus Wealth Management LLC | 5,473 | $401.0K | 0.11% | +96+1.8% | Added |
| EverSource Wealth Advisors, LLC | 5,511 | $403.9K | 0.02% | +328+6.3% | Added |
| Silverlake Wealth Management LLC | 5,514 | $404.1K | 0.16% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 5,520 | $404.5K | 0.00% | −1,405−20.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,571 | $408.2K | 0.00% | +193+3.6% | Added |
| Ledyard National Bank | 5,577 | $408.7K | 0.04% | −1,119−16.7% | Reduced |
| Gotham Asset Management, LLC | 5,593 | $409.9K | 0.00% | +5,593 | New |
| Red Door Wealth Management, LLC | 5,597 | $410.1K | 0.06% | +776+16.1% | Added |
| Matthew Goff Investment Advisor, LLC | 5,606 | $410.8K | 0.08% | +98+1.8% | Added |
| Capital Investment Advisory Services, LLC | 5,607 | $410.9K | 0.04% | +451+8.7% | Added |
| Bridges Investment Management Inc | 5,613 | $411.3K | 0.01% | +95+1.7% | Added |
| Claudia M.P. Batlle, CRP (R) LLC | 5,618 | $411.7K | 0.10% | −428−7.1% | Reduced |
| EntryPoint Capital, LLC | 5,627 | $412.3K | 0.19% | +5,627 | New |
| Atlantic Union Bankshares Corp | 5,637 | $413.1K | 0.02% | 00.0% | Unchanged |
| Community Bank of Raymore | 5,650 | $414.0K | 0.33% | 00.0% | Unchanged |
| Summit X, LLC | 5,672 | $415.6K | 0.09% | +80+1.4% | Added |
| Principal Street Partners, LLC | 5,717 | $418.9K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,718 | $419.0K | 0.02% | −5−0.1% | Reduced |
| Sentry LLC | 5,760 | $422.1K | 0.08% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,769 | $422.8K | 0.03% | +1,662+40.5% | Added |
| Modera Wealth Management, LLC | 5,779 | $423.5K | 0.01% | −83−1.4% | Reduced |
| Steel Peak Wealth Management LLC | 5,786 | $424.0K | 0.02% | −97−1.6% | Reduced |
| Jacobi Capital Management LLC | 5,795 | $424.7K | 0.03% | −620−9.7% | Reduced |
| Ascension Capital Advisors, Inc. | 5,824 | $426.8K | 0.19% | +2,582+79.6% | Added |
| International Assets Investment Management, LLC | 5,827 | $427.0K | 0.04% | +287+5.2% | Added |
| Element Wealth, LLC | 5,847 | $428.4K | 0.23% | +36+0.6% | Added |
| Hanson & Doremus Investment Management | 5,851 | $429.0K | 0.06% | −55−0.9% | Reduced |
| Rothschild Investment LLC | 5,855 | $429.1K | 0.03% | −80−1.3% | Reduced |
| Peregrine Asset Advisers, Inc. | 5,860 | $429.4K | 0.16% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,878 | $430.7K | 0.28% | +28+0.5% | Added |
| WSFS Capital Management, LLC | 5,900 | $432.4K | 0.03% | 00.0% | Unchanged |
| Old Port Advisors | 5,935 | $434.9K | 0.13% | +1,786+43.0% | Added |
| Monticello Wealth Management, LLC | 5,939 | $435.2K | 0.04% | +48+0.8% | Added |
| Legacy Capital Wealth Partners, LLC | 5,939 | $435.2K | 0.11% | −42−0.7% | Reduced |
| NorthCrest Asset Manangement, LLC | 5,944 | $435.6K | 0.01% | +2,371+66.4% | Added |
| CFS Investment Advisory Services, LLC | 5,953 | $436.0K | 0.04% | +9+0.2% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $439.7K | 0.05% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 6,050 | $442.9K | 0.15% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,110 | $447.8K | 0.01% | +52+0.9% | Added |
| Fielder Capital Group LLC | 6,113 | $448.0K | 0.13% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 6,155 | $451.0K | 0.20% | −2,055−25.0% | Reduced |
| Drive Wealth Management, LLC | 6,182 | $453.0K | 0.11% | +47+0.8% | Added |
| Sittner & Nelson, LLC | 6,189 | $453.5K | 0.19% | +20.0% | Added |
| Vaughan David Investments LLC | 6,193 | $454.0K | 0.01% | −83−1.3% | Reduced |
| Bill Few Associates, Inc. | 6,203 | $454.6K | 0.16% | +10+0.2% | Added |
| Advisors Capital Management, LLC | 6,261 | $458.8K | 0.01% | +116+1.9% | Added |
| AlphaCore Capital LLC | 6,281 | $460.2K | 0.04% | +6,281 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,298 | $461.5K | 0.01% | −226−3.5% | Reduced |
| Northeast Investment Management | 6,344 | $464.9K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,357 | $465.8K | 0.00% | +35+0.6% | Added |
| Minot DeBlois Advisors LLC | 6,365 | $466.4K | 0.46% | −629−9.0% | Reduced |
| Bulltick Wealth Management, LLC | 6,433 | $471.4K | 0.13% | −40,975−86.4% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $473.0K | 0.25% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 6,457 | $473.2K | 0.02% | +82+1.3% | Added |
| Parkside Financial Bank & Trust | 6,459 | $473.3K | 0.06% | +788+13.9% | Added |
| Eight 31 Financial LLC | 6,466 | $473.8K | 0.30% | +10+0.2% | Added |
| Farmers Trust Co | 6,485 | $475.2K | 0.09% | 00.0% | Unchanged |