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 |
|---|---|---|---|---|---|
| Elevated Capital Advisors, LLC | 6,499 | $476.2K | 0.13% | −2,207−25.4% | Reduced |
| Strategic Advisors LLC | 6,500 | $476.3K | 0.09% | −31−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $476.3K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,504 | $476.6K | 0.06% | −151−2.3% | Reduced |
| BigSur Wealth Management LLC | 6,536 | $479.0K | 0.13% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6,552 | $480.1K | 0.31% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,553 | $480.2K | 0.01% | −1,304−16.6% | Reduced |
| Severin Investments, LLC | 6,586 | $482.6K | 0.48% | −54−0.8% | Reduced |
| Gables Capital Management Inc. | 6,590 | $482.9K | 0.24% | 00.0% | Unchanged |
| Essex Savings Bank | 6,595 | $483.3K | 0.12% | +764+13.1% | Added |
| Equitable Holdings, Inc. | 6,600 | $483.6K | 0.00% | −46−0.7% | Reduced |
| Brighton Jones LLC | 6,617 | $484.9K | 0.02% | −846−11.3% | Reduced |
| NTV Asset Management LLC | 6,624 | $485.4K | 0.06% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,640 | $486.6K | 0.12% | −1,950−22.7% | Reduced |
| Headinvest, LLC | 6,652 | $487.5K | 0.09% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 7,805 | $489.0K | 0.34% | +26+0.3% | Added |
| Holistic Planning, LLC | 6,674 | $489.1K | 0.17% | −993−13.0% | Reduced |
| Adviser Investments LLC | 6,706 | $491.4K | 0.01% | −120−1.8% | Reduced |
| Courier Capital LLC | 6,713 | $491.9K | 0.03% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 6,716 | $492.2K | 0.04% | −196−2.8% | Reduced |
| Resources Investment Advisors, LLC. | 6,745 | $494.3K | 0.01% | −529−7.3% | Reduced |
| Avant Capital LLC | 6,748 | $494.5K | 0.41% | 00.0% | Unchanged |
| Nwam LLC | 6,749 | $494.6K | 0.04% | −2,734−28.8% | Reduced |
| Romano Brothers and Company | 6,750 | $494.6K | 0.06% | −534−7.3% | Reduced |
| Transform Wealth, LLC | 6,750 | $494.6K | 0.03% | +16+0.2% | Added |
| Financial Advisory Service, Inc. | 6,759 | $495.3K | 0.04% | +33+0.5% | Added |
| Marks Group Wealth Management, Inc | 6,760 | $495.4K | 0.05% | −283−4.0% | Reduced |
| Geneos Wealth Management Inc. | 6,800 | $498.3K | 0.02% | +2,133+45.7% | Added |
| Beacon Capital Management, LLC | 6,831 | $500.6K | 0.07% | −45−0.7% | Reduced |
| Ellerson Group Inc | 6,835 | $500.9K | 0.40% | −866−11.2% | Reduced |
| Woodmont Investment Counsel LLC | 6,838 | $501.1K | 0.04% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 7,235 | $504.8K | 0.12% | +170+2.4% | Added |
| Burke & Herbert Bank & Trust Co | 6,910 | $506.4K | 0.12% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 6,946 | $509.0K | 0.01% | +27+0.4% | Added |
| Janus Henderson Group PLC | 7,026 | $511.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 6,994 | $512.5K | 0.06% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 7,003 | $513.2K | 0.28% | −134−1.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 7,009 | $513.6K | 0.18% | +654+10.3% | Added |
| Moneta Group Investment Advisors LLC | 7,015 | $514.1K | 0.01% | −2,474−26.1% | Reduced |
| Eastern Bank | 7,035 | $515.5K | 0.01% | −1,851−20.8% | Reduced |
| Principle Wealth Partners LLC | 7,065 | $517.7K | 0.04% | 00.0% | Unchanged |
| National Philanthropic Trust | 7,067 | $517.9K | 0.01% | +35+0.5% | Added |
| Select Asset Management & Trust | 7,074 | $518.0K | 0.21% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 7,072 | $518.2K | 0.04% | +2,432+52.4% | Added |
| Essex Financial Services, Inc. | 7,106 | $520.7K | 0.04% | +2,199+44.8% | Added |
| Bartlett & Co. Wealth Management LLC | 7,119 | $521.7K | 0.01% | −75−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,160 | $524.6K | 0.08% | +259+3.8% | Added |
| Lindbrook Capital, LLC | 7,193 | $527.1K | 0.05% | +552+8.3% | Added |
| Ethic Inc. | 7,240 | $528.9K | 0.01% | +1,093+17.8% | Added |
| West Oak Capital, LLC | 7,305 | $535.3K | 0.21% | 00.0% | Unchanged |
| Trust Co of Vermont | 7,386 | $541.2K | 0.03% | −447−5.7% | Reduced |
| Albert D Mason Inc | 7,391 | $541.6K | 0.37% | −350−4.5% | Reduced |
| Mattern Wealth Management LLC | 7,400 | $542.3K | 0.12% | +1,625+28.1% | Added |
| Linden Thomas Advisory Services, LLC | 7,426 | $544.2K | 0.07% | +791+11.9% | Added |
| Ignite Planners, LLC | 8,410 | $545.0K | 0.11% | +22+0.3% | Added |
| BKD Wealth Advisors, LLC | 7,439 | $545.1K | 0.01% | −87−1.2% | Reduced |
| Wrapmanager Inc | 7,452 | $546.1K | 0.14% | −444−5.6% | Reduced |
| Mairs & Power Inc | 7,504 | $549.9K | 0.01% | 00.0% | Unchanged |
| Plancorp, LLC | 7,504 | $549.9K | 0.02% | +7,504 | New |
| Encompass More Asset Management | 7,521 | $551.2K | 0.16% | −226−2.9% | Reduced |
| MONECO Advisors, LLC | 7,583 | $555.7K | 0.06% | +134+1.8% | Added |
| Spire Wealth Management | 7,608 | $557.5K | 0.02% | +9+0.1% | Added |
| Hardin Capital Partners, LLC | 7,640 | $559.9K | 0.34% | −325−4.1% | Reduced |
| Empower Advisory Group, LLC | 7,654 | $560.9K | 0.00% | +212+2.8% | Added |
| Estabrook Capital Management | 7,655 | $561.0K | 0.09% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 7,666 | $561.8K | 0.02% | +987+14.8% | Added |
| Kavar Capital Partners Group, LLC | 7,684 | $563.1K | 0.09% | −200−2.5% | Reduced |
| InTrack Investment Management Inc | 7,692 | $563.7K | 0.51% | +10+0.1% | Added |
| Bank of Hawaii | 7,698 | $564.1K | 0.03% | −1,960−20.3% | Reduced |
| Net Worth Advisory Group | 7,699 | $564.2K | 0.18% | −480−5.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 7,706 | $564.7K | 0.14% | −1,845−19.3% | Reduced |
| Northstar Financial Companies, Inc. | 7,712 | $565.2K | 0.61% | +7+0.1% | Added |
| Aspen Grove Capital, LLC | 7,713 | $565.2K | 0.11% | +951+14.1% | Added |
| Dearborn Partners LLC | 7,731 | $566.5K | 0.03% | −145−1.8% | Reduced |
| Bruce G. Allen Investments, LLC | 7,756 | $568.4K | 0.45% | −65−0.8% | Reduced |
| Seed Wealth Management, Inc. | 7,765 | $569.0K | 0.46% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 7,775 | $569.8K | 0.38% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 7,824 | $572.0K | 0.04% | +7,824 | New |
| Welch & Forbes LLC | 7,836 | $574.2K | 0.01% | 00.0% | Unchanged |
| Leibman Financial Services, Inc. | 7,880 | $577.5K | 0.45% | −21−0.3% | Reduced |
| Capital Advisors Inc | 7,898 | $578.8K | 0.01% | +440+5.9% | Added |
| Motco | 7,916 | $580.1K | 0.06% | −45−0.6% | Reduced |
| Everstar Asset Management, LLC | 7,935 | $581.5K | 0.39% | +3,178+66.8% | Added |
| Smith, Moore & Co. | 7,935 | $581.5K | 0.05% | +95+1.2% | Added |
| Evernest Financial Advisors, LLC | 7,966 | $583.7K | 0.21% | −2,267−22.2% | Reduced |
| Sivia Capital Partners, LLC | 7,969 | $583.9K | 0.27% | +525+7.1% | Added |
| Orion Investment Co | 7,993 | $585.7K | 0.24% | −12−0.1% | Reduced |
| Probity Advisors, Inc. | 8,040 | $589.2K | 0.11% | +605+8.1% | Added |
| Gibbs Wealth Management | 8,045 | $589.5K | 0.14% | +1,894+30.8% | Added |
| Change Path, LLC | 8,057 | $590.4K | 0.02% | −831−9.3% | Reduced |
| Atlantic Trust, LLC | 8,060 | $590.6K | 0.13% | −1,652−17.0% | Reduced |
| Kovack Advisors, Inc. | 8,065 | $591.0K | 0.06% | −76−0.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 8,088 | $592.0K | 0.14% | +115+1.4% | Added |
| Choate Investment Advisors | 8,127 | $595.5K | 0.01% | +627+8.4% | Added |
| Beverly Hills Private Wealth, LLC | 8,152 | $597.4K | 0.12% | +50+0.6% | Added |
| Callan Capital, LLC | 8,159 | $597.9K | 0.04% | +2,429+42.4% | Added |
| Alliance Wealth Advisors, LLC | 8,187 | $599.9K | 0.16% | +2,657+48.0% | Added |
| Ameritas Advisory Services, LLC | 9,332 | $601.4K | 0.02% | −19−0.2% | Reduced |
| Broadwater Capital Management LLC | 8,236 | $603.5K | 0.47% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 8,250 | $604.6K | 0.01% | +162+2.0% | Added |