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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 11,000 | $806.1K | 0.06% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 11,000 | $806.1K | 0.12% | +100+0.9% | Added |
| Private Trust Co NA | 11,025 | $807.9K | 0.08% | +540+5.2% | Added |
| Mount Yale Investment Advisors, LLC | 11,028 | $808.2K | 0.07% | −295−2.6% | Reduced |
| Lebenthal Global Advisors, LLC | 11,063 | $810.7K | 0.15% | +721+7.0% | Added |
| Schulhoff & Co Inc | 11,117 | $814.7K | 0.36% | +750+7.2% | Added |
| AE Wealth Management LLC | 11,131 | $815.7K | 0.01% | −358−3.1% | Reduced |
| Clarius Group, LLC | 11,196 | $820.4K | 0.05% | +2,005+21.8% | Added |
| Capital Investment Advisors, LLC | 11,229 | $822.8K | 0.02% | +214+1.9% | Added |
| Ingalls & Snyder LLC | 11,238 | $824.0K | 0.03% | −135−1.2% | Reduced |
| Jackson Square Capital, LLC | 11,317 | $829.3K | 0.27% | −15,875−58.4% | Reduced |
| Merit Financial Group, LLC | 11,534 | $845.2K | 0.01% | +5,794+100.9% | Added |
| Profund Advisors LLC | 11,556 | $846.8K | 0.04% | +4,032+53.6% | Added |
| Gratus Wealth Advisors, LLC | 11,590 | $849.3K | 0.14% | −60−0.5% | Reduced |
| Evoke Wealth, LLC | 11,624 | $851.8K | 0.02% | +15+0.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 11,638 | $852.0K | 0.40% | +30.0% | Added |
| Busey Wealth Management | 11,721 | $858.9K | 0.03% | +26+0.2% | Added |
| Hudson Portfolio Management LLC | 11,772 | $862.7K | 0.83% | −278−2.3% | Reduced |
| Hancock Whitney Corp | 11,840 | $867.6K | 0.03% | +801+7.3% | Added |
| TCG Advisory Services, LLC | 11,860 | $869.1K | 0.04% | −466−3.8% | Reduced |
| Bogart Wealth, LLC | 11,910 | $872.8K | 0.04% | −5,158−30.2% | Reduced |
| One Wealth Advisors, LLC | 11,910 | $872.8K | 0.13% | +4,868+69.1% | Added |
| GTS Securities LLC | 11,952 | $875.8K | 0.04% | +6,489+118.8% | Added |
| Toronto Dominion Bank | 11,975 | $877.0K | 0.00% | −295−2.4% | Reduced |
| Simon Quick Advisors, LLC | 11,972 | $877.3K | 0.05% | +1,513+14.5% | Added |
| Radnor Capital Management, LLC | 12,010 | $880.0K | 0.15% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 12,101 | $886.7K | 0.13% | +994+8.9% | Added |
| Coldstream Capital Management Inc | 12,103 | $886.9K | 0.02% | −2,972−19.7% | Reduced |
| Schnieders Capital Management LLC | 12,160 | $891.1K | 0.19% | +500+4.3% | Added |
| Pin Oak Investment Advisors Inc | 12,258 | $892.0K | 0.68% | +685+5.9% | Added |
| Dynamic Advisor Solutions LLC | 12,281 | $899.9K | 0.03% | −669−5.2% | Reduced |
| Alhambra Investment Partners LLC | 12,341 | $904.3K | 0.47% | −408−3.2% | Reduced |
| Savvy Advisors, Inc. | 12,390 | $908.0K | 0.09% | +2,905+30.6% | Added |
| First Manhattan Co | 12,417 | $909.9K | 0.00% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 12,412 | $910.0K | 0.34% | −37−0.3% | Reduced |
| Twin Tree Management, LP | 12,424 | $910.4K | 0.02% | +12,424 | New |
| Congress Wealth Management LLC | 12,432 | $910.5K | 0.01% | −1,201−8.8% | Reduced |
| Childress Capital Advisors, LLC | 12,491 | $915.3K | 0.27% | +5,388+75.9% | Added |
| TCTC Holdings, LLC | 12,508 | $916.6K | 0.03% | +558+4.7% | Added |
| Richard P Slaughter Associates Inc | 12,629 | $925.5K | 0.22% | −42,275−77.0% | Reduced |
| First National Bank of Omaha | 12,677 | $929.0K | 0.06% | −264−2.0% | Reduced |
| NVWM, LLC | 12,685 | $929.6K | 0.25% | +40.0% | Added |
| EPG Wealth Management LLC | 12,686 | $929.6K | 0.26% | +280+2.3% | Added |
| Strategic Global Advisors, LLC | 12,687 | $929.7K | 0.18% | −274−2.1% | Reduced |
| Glen Eagle Advisors, LLC | 12,710 | $931.4K | 0.15% | +20.0% | Added |
| Sweeney & Michel, LLC | 15,590 | $931.5K | 0.41% | +15,590 | New |
| Gallagher Fiduciary Advisors, LLC | 13,033 | $955.0K | 0.03% | −276−2.1% | Reduced |
| Norden Group LLC | 13,196 | $967.0K | 0.11% | +2,042+18.3% | Added |
| Independent Financial Group, LLC | 13,205 | $967.7K | 0.03% | +419+3.3% | Added |
| Sage Rhino Capital LLC | 13,254 | $971.3K | 0.23% | −173−1.3% | Reduced |
| Avantra Family Wealth, Inc. | 13,321 | $976.2K | 0.94% | +325+2.5% | Added |
| Thrivent Financial for Lutherans | 14,735 | $986.0K | 0.00% | −688,749−97.9% | Reduced |
| Central Trust Co | 13,546 | $992.7K | 0.02% | +52+0.4% | Added |
| Howard Capital Management Inc. | 13,597 | $996.4K | 0.03% | +1,519+12.6% | Added |
| Lee Danner & Bass Inc | 13,603 | $996.8K | 0.08% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 13,638 | $999.4K | 0.09% | +13,638 | New |
| Beck Mack & Oliver LLC | 13,647 | $1.00M | 0.02% | −410−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 13,696 | $1.00M | 0.00% | −950−6.5% | Reduced |
| Syon Capital LLC | 13,974 | $1.02M | 0.08% | −963−6.4% | Reduced |
| Cookson Peirce & Co Inc | 14,094 | $1.03M | 0.05% | +1,743+14.1% | Added |
| Chesley Taft & Associates LLC | 14,163 | $1.04M | 0.05% | 00.0% | Unchanged |
| Haverford Trust Co | 14,242 | $1.04M | 0.01% | −1,102−7.2% | Reduced |
| Banco de Sabadell, S.A | 14,358 | $1.05M | 0.80% | −2,227−13.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 14,361 | $1.05M | 0.06% | +123+0.9% | Added |
| Clifford Swan Investment Counsel LLC | 14,369 | $1.05M | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 14,424 | $1.06M | 0.06% | −1,546−9.7% | Reduced |
| Crestwood Advisors Group LLC | 14,431 | $1.06M | 0.02% | +3,062+26.9% | Added |
| Buckingham Strategic Partners | 14,434 | $1.06M | 0.02% | +14,434 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,417 | $1.06M | 0.01% | −333−2.0% | Reduced |
| American Financial Group Inc | 14,500 | $1.06M | 0.45% | 00.0% | Unchanged |
| LSV Asset Management | 14,500 | $1.06M | 0.00% | +7,100+95.9% | Added |
| Qtron Investments LLC | 14,558 | $1.07M | 0.16% | +4,401+43.3% | Added |
| Savant Capital, LLC | 14,568 | $1.07M | 0.01% | −1,743−10.7% | Reduced |
| Traynor Capital Management, Inc. | 14,647 | $1.07M | 0.09% | −2,227−13.2% | Reduced |
| Crescent Sterling, Ltd. | 14,676 | $1.08M | 1.10% | −345−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,810 | $1.09M | 0.07% | +129+0.9% | Added |
| Apollon Wealth Management, LLC | 14,841 | $1.09M | 0.02% | −2,576−14.8% | Reduced |
| Sowell Financial Services LLC | 14,848 | $1.09M | 0.05% | −3,186−17.7% | Reduced |
| Intrua Financial, LLC | 14,851 | $1.09M | 0.17% | +697+4.9% | Added |
| Independence Bank of Kentucky | 14,906 | $1.09M | 0.17% | −69−0.5% | Reduced |
| Sunbelt Securities, Inc. | 15,007 | $1.10M | 0.10% | +515+3.6% | Added |
| Flagship Harbor Advisors, LLC | 15,098 | $1.11M | 0.06% | +33+0.2% | Added |
| Ballentine Partners, LLC | 15,122 | $1.11M | 0.02% | +3,019+24.9% | Added |
| Koshinski Asset Management, Inc. | 15,125 | $1.11M | 0.09% | −524−3.3% | Reduced |
| Legacy Financial Advisors, Inc. | 15,142 | $1.11M | 0.19% | +2,009+15.3% | Added |
| SOL Capital Management CO | 15,188 | $1.11M | 0.12% | −640−4.0% | Reduced |
| Portland Global Advisors LLC | 15,295 | $1.12M | 0.14% | −4,240−21.7% | Reduced |
| CSS LLC | 15,319 | $1.12M | 0.08% | −67,730−81.6% | Reduced |
| Bessemer Group Inc | 15,401 | $1.13M | 0.00% | +2,277+17.3% | Added |
| IFP Advisors, Inc | 15,488 | $1.14M | 0.03% | +321+2.1% | Added |
| Crewe Advisors LLC | 15,545 | $1.14M | 0.16% | +144+0.9% | Added |
| Howland Capital Management LLC | 15,549 | $1.14M | 0.05% | −600−3.7% | Reduced |
| Perpetual Ltd | 15,639 | $1.15M | 0.01% | +345+2.3% | Added |
| SCP Investment, LP | 15,800 | $1.16M | 0.99% | −12,000−43.2% | Reduced |
| Thompson Siegel & Walmsley LLC | 15,820 | $1.16M | 0.02% | +345+2.2% | Added |
| Sagespring Wealth Partners, LLC | 15,852 | $1.16M | 0.03% | +7,007+79.2% | Added |
| Jarislowsky, Fraser Ltd | 15,920 | $1.17M | 0.01% | −1,632−9.3% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.17M | 0.28% | 00.0% | Unchanged |
| Apexium Financial, LP | 16,030 | $1.17M | 0.07% | +7,900+97.2% | Added |
| National Asset Management, Inc. | 16,040 | $1.18M | 0.04% | −2,278−12.4% | Reduced |