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 |
|---|---|---|---|---|---|
| Icon Wealth Advisors, LLC | 5,146 | $377.1K | 0.03% | −1,337−20.6% | Reduced |
| Alpha Omega Wealth Management LLC | 5,130 | $375.9K | 0.07% | −350−6.4% | Reduced |
| Parvin Asset Management, LLC | 5,125 | $375.6K | 0.42% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,112 | $374.6K | 0.20% | +46+0.9% | Added |
| Rahlfs Capital, LLC | 5,110 | $374.5K | 0.37% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $373.7K | 0.03% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,099 | $373.6K | 0.14% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,097 | $373.5K | 0.03% | −100−1.9% | Reduced |
| Wellington Shields & Co., LLC | 5,074 | $371.8K | 0.12% | +3,000+144.6% | Added |
| Greenfield Savings Bank | 5,022 | $368.0K | 0.18% | 00.0% | Unchanged |
| RFG Advisory, LLC | 5,019 | $367.8K | 0.01% | +5,019 | New |
| Chelsea Counsel Co | 5,012 | $367.3K | 0.20% | 00.0% | Unchanged |
| Lantz Financial LLC | 5,007 | $366.9K | 0.10% | +28+0.6% | Added |
| 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 |
| Joel Isaacson & Co., LLC | 4,997 | $366.2K | 0.02% | −30−0.6% | Reduced |
| Lynx Investment Advisory | 4,996 | $366.1K | 0.24% | +15+0.3% | Added |
| Raab & Moskowitz Asset Management LLC | 4,987 | $365.5K | 0.09% | −838−14.4% | Reduced |
| Rehmann Capital Advisory Group | 4,975 | $364.6K | 0.02% | +15+0.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $364.1K | 0.06% | 00.0% | Unchanged |
| Insight 2811, Inc. | 4,950 | $362.7K | 0.18% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 4,934 | $361.6K | 0.07% | +23+0.5% | Added |
| Pure Financial Advisors, Inc. | 4,934 | $361.6K | 0.01% | +4,934 | New |
| Ti-Trust, Inc | 4,920 | $360.5K | 0.24% | 00.0% | Unchanged |
| Patten & Patten Inc | 4,910 | $359.8K | 0.02% | +92+1.9% | Added |
| Paragon Capital Management LLC | 4,906 | $359.5K | 0.21% | −325−6.2% | Reduced |
| Atlas Brown,Inc. | 4,842 | $354.8K | 0.12% | 00.0% | Unchanged |
| AlTi Global, Inc. | 4,835 | $354.3K | 0.01% | −2,458−33.7% | Reduced |
| Capital Analysts, LLC | 4,826 | $354.0K | 0.01% | −54−1.1% | 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 |
| Angeles Wealth Management, LLC | 4,782 | $350.4K | 0.03% | −585−10.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 4,754 | $348.4K | 0.02% | −74−1.5% | Reduced |
| Broyhill Asset Management | 4,740 | $347.3K | 0.28% | +500+11.8% | Added |
| Graham Capital Management, L.P. | 4,724 | $346.2K | 0.01% | −63,587−93.1% | Reduced |
| Macquarie Group Ltd | 4,720 | $346.0K | 0.00% | −22−0.5% | Reduced |
| Riversedge Advisors, LLC | 4,711 | $345.2K | 0.08% | +1,109+30.8% | Added |
| Strategic Financial Concepts, LLC | 4,707 | $344.9K | 0.06% | +32+0.7% | Added |
| Keating Investment Counselors Inc | 4,675 | $342.6K | 0.10% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,663 | $341.7K | 0.06% | +894+23.7% | Added |
| Granite Investment Partners, LLC | 4,655 | $341.1K | 0.02% | 00.0% | Unchanged |
| McAdam, LLC | 4,642 | $340.2K | 0.02% | −26−0.6% | Reduced |
| Van Strum & Towne Inc. | 4,630 | $339.3K | 0.11% | +4,630 | New |
| United Community Bank | 4,610 | $337.8K | 0.13% | +1,100+31.3% | Added |
| AMG National Trust Bank | 4,595 | $336.7K | 0.01% | +4,595 | New |
| Ancora Advisors, LLC | 4,576 | $335.4K | 0.01% | −10.0% | Reduced |
| Davidson Trust Co | 4,575 | $335.3K | 0.16% | +4,575 | New |
| Argent Advisors, Inc. | 4,567 | $334.7K | 0.11% | +508+12.5% | Added |
| Chicago Capital, LLC | 4,560 | $334.2K | 0.01% | 00.0% | Unchanged |
| First American Trust, FSB | 4,537 | $332.5K | 0.03% | +82+1.8% | Added |
| Carret Asset Management, LLC | 4,536 | $332.4K | 0.04% | 00.0% | Unchanged |
| St Germain D J Co Inc | 4,533 | $332.2K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,529 | $332.0K | 0.06% | +278+6.5% | Added |
| Vista Investment Partners II, LLC | 4,525 | $331.6K | 0.18% | +8+0.2% | Added |
| Vista Wealth Management Group, LLC | 4,512 | $330.6K | 0.02% | +891+24.6% | Added |
| Good Life Advisors, LLC | 4,500 | $329.8K | 0.02% | +765+20.5% | Added |
| Old Mission Investment Co LLC | 4,491 | $329.1K | 0.10% | +22+0.5% | Added |
| KCM Investment Advisors LLC | 4,488 | $328.9K | 0.01% | −1,427−24.1% | Reduced |
| Plan Group Financial, LLC | 4,481 | $328.3K | 0.12% | +580+14.9% | Added |
| First Financial Corp | 4,480 | $328.3K | 0.16% | −109−2.4% | Reduced |
| Traveka Wealth, LLC | 4,468 | $327.4K | 0.18% | −10.0% | Reduced |
| New Republic Capital, LLC | 4,450 | $326.1K | 0.14% | −705−13.7% | Reduced |
| RDA Financial Network | 4,437 | $325.2K | 0.10% | +562+14.5% | Added |
| Park Capital Management, LLC | 4,428 | $324.5K | 0.38% | −1,460−24.8% | Reduced |
| Hara Capital LLC | 4,425 | $324.3K | 0.22% | −230−4.9% | Reduced |
| Grange Capital, LLC | 4,413 | $323.4K | 0.38% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,410 | $323.2K | 0.13% | −64−1.4% | Reduced |
| Seamount Financial Group Inc | 4,396 | $322.1K | 0.22% | +500+12.8% | Added |
| Southeast Asset Advisors Inc. | 4,380 | $321.0K | 0.04% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,380 | $321.0K | 0.15% | +10.0% | Added |
| Shulman DeMeo Asset Management LLC | 4,377 | $320.8K | 0.09% | +121+2.8% | Added |
| Eagle Harbor Asset Management Inc | 4,368 | $320.1K | 0.32% | −285−6.1% | Reduced |
| Sax Wealth Advisors, LLC | 4,367 | $320.1K | 0.02% | +164+3.9% | Added |
| Indie Asset Partners, LLC | 4,367 | $320.0K | 0.28% | +20.0% | Added |
| Washington Trust Co | 4,360 | $319.5K | 0.01% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,354 | $319.1K | 0.03% | 00.0% | Unchanged |
| RHS Financial, LLC | 4,326 | $317.0K | 0.18% | −1,341−23.7% | Reduced |
| Frank, Rimerman Advisors LLC | 4,322 | $316.7K | 0.03% | −924−17.6% | Reduced |
| Westmount Partners, LLC | 4,317 | $316.4K | 0.10% | −2,394−35.7% | Reduced |
| Alliance Wealth Advisors, LLC | 4,295 | $314.8K | 0.19% | 00.0% | Unchanged |
| Fiera Capital Corp | 4,282 | $313.8K | 0.00% | +4,282 | New |
| Ameriflex Group, Inc. | 4,249 | $311.4K | 0.13% | +35+0.8% | Added |
| Texas Capital Bancshares Inc | 4,249 | $311.4K | 0.13% | −160−3.6% | Reduced |
| Stokes Family Office, LLC | 4,219 | $309.2K | 0.03% | −270−6.0% | Reduced |
| Concorde Asset Management, LLC | 4,823 | $308.1K | 0.17% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4,195 | $307.4K | 0.19% | +3,910+1,371.9% | Added |
| 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 |
| Comprehensive Money Management Services LLC | 4,175 | $305.9K | 0.25% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $305.4K | 0.20% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $305.2K | 0.08% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 4,157 | $304.6K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 4,141 | $303.5K | 0.03% | −700−14.5% | Reduced |
| Tranquility Partners, LLC | 4,139 | $303.3K | 0.12% | +50+1.2% | Added |
| Doliver Advisors, LP | 4,132 | $302.8K | 0.09% | +500+13.8% | Added |
| StoneX Group Inc. | 4,129 | $302.6K | 0.02% | +892+27.6% | Added |
| Gateway Wealth Partners, LLC | 4,114 | $301.5K | 0.07% | +10.0% | Added |
| Plan A Wealth LLC | 4,112 | $301.3K | 0.23% | +4,112 | New |