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 |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 8,261 | $605.4K | 0.17% | −37−0.4% | Reduced |
| Umb Bank N A | 8,270 | $606.0K | 0.01% | −278−3.3% | Reduced |
| Philadelphia Trust Co | 8,350 | $612.0K | 0.05% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,391 | $614.9K | 0.19% | −899−9.7% | Reduced |
| Kathmere Capital Management, LLC | 8,394 | $615.1K | 0.05% | +3,590+74.7% | Added |
| Chemistry Wealth Management LLC | 8,396 | $615.3K | 0.14% | +20+0.2% | Added |
| Pictet Bank & Trust Ltd | 8,400 | $615.6K | 0.75% | −255−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 8,410 | $616.3K | 0.04% | +594+7.6% | Added |
| Bridgewater Advisors Inc. | 9,418 | $617.0K | 0.05% | +9,418 | New |
| Pullen Investment Management, LLC | 8,468 | $620.5K | 0.39% | +529+6.7% | Added |
| Cardiff Park Advisors, LLC | 8,484 | $621.7K | 0.06% | +65+0.8% | Added |
| Boston Family Office LLC | 8,502 | $623.0K | 0.04% | 00.0% | Unchanged |
| R.H. Dinel Investment Counsel, Inc. | 8,540 | $625.8K | 0.43% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,528 | $627.5K | 0.02% | −147−1.5% | Reduced |
| Cozad Asset Management Inc | 8,564 | $627.6K | 0.06% | −530−5.8% | Reduced |
| Cura Wealth Advisors, LLC | 8,585 | $629.1K | 0.25% | +650+8.2% | Added |
| Boyd Watterson Asset Management LLC | 8,605 | $630.6K | 0.20% | 00.0% | Unchanged |
| Aries Wealth Management | 8,610 | $630.9K | 0.17% | −16−0.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,650 | $633.8K | 0.05% | −1,012−10.5% | Reduced |
| Sage Mountain Advisors LLC | 8,712 | $638.4K | 0.05% | +64+0.7% | Added |
| Union Bancaire Privee, UBP SA | 8,887 | $641.4K | 0.01% | −51−0.6% | Reduced |
| Summitry LLC | 8,768 | $642.5K | 0.03% | +504+6.1% | Added |
| Ascent Group, LLC | 8,869 | $649.9K | 0.03% | +8,869 | New |
| Hollencrest Capital Management | 8,877 | $650.5K | 0.03% | +7,192+426.8% | Added |
| Rosenberg Matthew Hamilton | 8,914 | $653.2K | 0.16% | −853−8.7% | Reduced |
| Wealthcare Advisory Partners LLC | 8,944 | $655.4K | 0.02% | −2,791−23.8% | Reduced |
| IHT Wealth Management, LLC | 9,043 | $662.7K | 0.02% | −767−7.8% | Reduced |
| Core Wealth Partners LLC | 9,050 | $663.2K | 0.39% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,074 | $664.9K | 0.20% | +123+1.4% | Added |
| Collaborative Wealth Managment Inc. | 9,096 | $666.6K | 0.31% | +6+0.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,109 | $667.5K | 0.00% | −385−4.1% | Reduced |
| Brucke Financial, Inc. | 10,460 | $674.5K | 0.59% | +202+2.0% | Added |
| NBT Bank N A | 9,225 | $676.0K | 0.05% | −100−1.1% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $677.8K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $677.8K | 0.12% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 9,267 | $679.1K | 0.11% | −503−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 9,279 | $680.0K | 0.02% | +224+2.5% | Added |
| Gallacher Capital Management LLC | 9,298 | $681.3K | 0.33% | +235+2.6% | Added |
| Harmony Asset Management LLC | 9,307 | $682.0K | 0.29% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 9,339 | $684.4K | 0.02% | −186−2.0% | Reduced |
| Pensionmark Financial Group, LLC | 9,349 | $685.1K | 0.02% | +481+5.4% | Added |
| Aptus Capital Advisors, LLC | 9,362 | $686.1K | 0.01% | −5,159−35.5% | Reduced |
| Grimes & Company, Inc. | 9,398 | $688.7K | 0.02% | −523−5.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 9,413 | $689.8K | 0.16% | −5,671−37.6% | Reduced |
| Legacy Advisors, LLC | 9,423 | $690.5K | 0.07% | +9,423 | New |
| First Wilshire Securities Management Inc | 9,481 | $694.8K | 0.20% | −37−0.4% | Reduced |
| Fidelis Capital Partners, LLC | 10,550 | $694.8K | 0.07% | +797+8.2% | Added |
| Fruth Investment Management | 9,543 | $699.0K | 0.19% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 9,542 | $699.3K | 0.09% | +3,768+65.3% | Added |
| Wedmont Private Capital | 11,296 | $701.4K | 0.04% | +376+3.4% | Added |
| Sigma Planning Corp | 9,589 | $702.7K | 0.02% | −477−4.7% | Reduced |
| Gradient Investments LLC | 9,610 | $704.3K | 0.01% | +245+2.6% | Added |
| Pines Wealth Management, LLC | 11,811 | $705.7K | 0.33% | +768+7.0% | Added |
| Founders Financial Securities LLC | 10,701 | $706.5K | 0.06% | −367−3.3% | Reduced |
| Smithfield Trust Co | 9,674 | $709.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9,719 | $710.0K | 0.02% | +2,970+44.0% | Added |
| Verdence Capital Advisors LLC | 9,712 | $711.7K | 0.05% | +111+1.2% | Added |
| Simplicity Wealth,LLC | 9,745 | $714.1K | 0.06% | +4,630+90.5% | Added |
| W Advisors, LLC | 9,764 | $715.5K | 0.45% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 9,819 | $719.5K | 0.01% | −223−2.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 9,826 | $720.1K | 0.02% | +5,836+146.3% | Added |
| ICONIQ Capital, LLC | 9,880 | $724.0K | 0.01% | +2,442+32.8% | Added |
| Penbrook Management LLC | 9,900 | $725.5K | 0.55% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 9,953 | $729.4K | 0.02% | +637+6.8% | Added |
| Daymark Wealth Partners, LLC | 9,955 | $729.5K | 0.03% | −9,981−50.1% | Reduced |
| Trust Point Inc. | 9,961 | $729.9K | 0.07% | −96−1.0% | Reduced |
| NBC Securities, Inc. | 9,988 | $731.0K | 0.06% | +9,979+110,877.8% | Added |
| Northwest Capital Management Inc | 10,000 | $732.8K | 0.30% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $732.8K | 0.05% | +10,000 | New |
| Davis R M Inc | 10,015 | $733.9K | 0.01% | +2,704+37.0% | Added |
| May Hill Capital, LLC | 10,017 | $734.0K | 0.28% | +3,346+50.2% | Added |
| Birmingham Capital Management Co Inc | 10,028 | $734.9K | 0.28% | −750−7.0% | Reduced |
| Archetype Wealth Partners | 10,105 | $740.0K | 0.11% | 00.0% | Unchanged |
| DMG Group, LLC | 10,112 | $741.0K | 0.60% | −2,829−21.9% | Reduced |
| Bradley Foster & Sargent Inc | 10,191 | $746.8K | 0.01% | −5,513−35.1% | Reduced |
| PDS Planning, Inc | 10,208 | $748.1K | 0.06% | +1,719+20.2% | Added |
| Guggenheim Capital LLC | 10,229 | $749.6K | 0.01% | +2,962+40.8% | Added |
| Wealth Alliance | 10,233 | $749.9K | 0.09% | +100+1.0% | Added |
| Versant Capital Management, Inc | 10,254 | $751.4K | 0.13% | +8,636+533.7% | Added |
| BKM Wealth Management, LLC | 10,336 | $757.4K | 0.31% | +374+3.8% | Added |
| Investors Research Corp | 10,357 | $759.0K | 0.16% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 10,402 | $759.9K | 0.10% | +8,812+554.2% | Added |
| Henry James International Management, Inc. | 10,387 | $761.2K | 0.26% | 00.0% | Unchanged |
| Intrust Bank NA | 10,408 | $762.7K | 0.08% | −81−0.8% | Reduced |
| Private Capital Management, LLC | 10,500 | $769.4K | 0.09% | 00.0% | Unchanged |
| Old National Bancorp | 10,560 | $773.8K | 0.02% | −4,385−29.3% | Reduced |
| Camden Capital, LLC | 10,585 | $775.6K | 0.08% | −96−0.9% | Reduced |
| Shoker Investment Counsel, Inc. | 10,596 | $776.5K | 0.26% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,625 | $778.6K | 0.02% | −204−1.9% | Reduced |
| Trust Co of Toledo NA | 10,688 | $783.2K | 0.10% | −406−3.7% | Reduced |
| Great Diamond Partners, LLC | 10,688 | $783.2K | 0.21% | +187+1.8% | Added |
| GW Henssler & Associates Ltd | 10,701 | $784.2K | 0.04% | −26−0.2% | Reduced |
| Finivi Inc. | 10,720 | $785.6K | 0.63% | +89+0.8% | Added |
| First Horizon Advisors, Inc. | 10,801 | $791.5K | 0.02% | −221−2.0% | Reduced |
| Abel Hall, LLC | 10,802 | $791.6K | 0.48% | +5,981+124.1% | Added |
| Aull & Monroe Investment Management Corp | 10,827 | $793.4K | 0.39% | 00.0% | Unchanged |
| Diversified Trust Co | 10,839 | $794.3K | 0.02% | +231+2.2% | Added |
| Tiaa Trust, National Association | 10,908 | $799.3K | 0.00% | −801−6.8% | Reduced |
| Benjamin Edwards Inc | 10,978 | $804.5K | 0.01% | +485+4.6% | Added |
| Meridian Wealth Management, LLC | 10,995 | $805.7K | 0.04% | +682+6.6% | Added |