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 |
|---|---|---|---|---|---|
| Creative Planning | 342,767 | $25.1M | 0.02% | +37,040+12.1% | Added |
| Hikari Power Ltd | 341,900 | $25.1M | 1.99% | 00.0% | Unchanged |
| Willis Investment Counsel | 338,642 | $24.8M | 1.67% | −480−0.1% | Reduced |
| CIBC World Markets Inc. | 337,470 | $24.7M | 0.06% | −9,942−2.9% | Reduced |
| Henshaw Capital LLC | 329,956 | $24.2M | 1.06% | +313,053+1,852.1% | Added |
| TruWealth Advisors, LLC | 324,115 | $23.8M | 1.43% | +1,511+0.5% | Added |
| Mariner, LLC | 323,710 | $23.7M | 0.04% | −9,282−2.8% | Reduced |
| Jane Street Group, LLC | 323,243 | $23.7M | 0.04% | −161,700−33.3% | Reduced |
| Toroso Investments, LLC | 312,920 | $22.9M | 0.19% | −179,827−36.5% | Reduced |
| Guardian Capital LP | 309,630 | $22.7M | 0.89% | −1,379−0.4% | Reduced |
| Harvest Portfolios Group Inc. | 309,159 | $22.7M | 0.67% | −10,336−3.2% | Reduced |
| Willis Johnson & Associates, Inc. | 292,987 | $21.5M | 1.63% | +51,081+21.1% | Added |
| Logan Capital Management Inc | 291,256 | $21.3M | 0.97% | +32,815+12.7% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 288,216 | $21.1M | 1.54% | −43,244−13.0% | Reduced |
| SG Americas Securities, LLC | 285,037 | $20.9M | 0.07% | −22,403−7.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 281,405 | $20.6M | 0.17% | +64,623+29.8% | Added |
| Northwest & Ethical Investments L.P. | 276,106 | $20.2M | 0.55% | −19,801−6.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 270,481 | $19.8M | 0.02% | +18,707+7.4% | Added |
| Anchor Capital Advisors LLC | 267,815 | $19.6M | 0.59% | −9,545−3.4% | Reduced |
| Citigroup Inc | 265,326 | $19.4M | 0.01% | −1,829−0.7% | Reduced |
| Grandfield & Dodd, LLC | 254,286 | $18.6M | 1.16% | +668+0.3% | Added |
| Charles Schwab Investment Management Inc | 252,397 | $18.5M | 0.00% | +52,541+26.3% | Added |
| Truist Financial Corp | 247,473 | $18.1M | 0.03% | −19,555−7.3% | Reduced |
| Sapient Capital LLC | 244,778 | $17.9M | 0.35% | −670.0% | Reduced |
| Klingenstein Fields & Co LP | 241,567 | $17.7M | 0.75% | +1,447+0.6% | Added |
| QRG Capital Management, Inc. | 240,096 | $17.6M | 0.18% | +38,521+19.1% | Added |
| Americana Partners, LLC | 235,675 | $17.3M | 0.67% | +208+0.1% | Added |
| 1832 Asset Management L.P. | 234,546 | $17.2M | 0.03% | +190+0.1% | Added |
| Davenport & Co LLC | 231,912 | $17.0M | 0.10% | +210.0% | Added |
| Wedge Capital Management L L P | 230,926 | $16.9M | 0.33% | −69,814−23.2% | Reduced |
| Glenmede Trust Co NA | 229,931 | $16.8M | 0.09% | +44,110+23.7% | Added |
| HRT Financial LP | 225,363 | $16.5M | 0.10% | +225,363 | New |
| American Assets Investment Management, LLC | 221,000 | $16.2M | 1.42% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 219,210 | $16.1M | 0.17% | +59,584+37.3% | Added |
| SEI Investments Co | 216,560 | $15.9M | 0.02% | +9,635+4.7% | Added |
| Becker Capital Management Inc | 216,240 | $15.8M | 0.52% | +5,039+2.4% | Added |
| M&T Bank Corp | 214,283 | $15.7M | 0.06% | −242−0.1% | Reduced |
| South Dakota Investment Council | 211,521 | $15.5M | 0.32% | −256−0.1% | Reduced |
| Huber Capital Management LLC | 203,052 | $14.9M | 2.80% | −27,100−11.8% | Reduced |
| Pathstone Holdings, LLC | 196,302 | $14.4M | 0.06% | +53,701+37.7% | Added |
| Colony Group, LLC | 189,673 | $13.9M | 0.03% | +3,859+2.1% | Added |
| D.A. Davidson & Co. | 185,646 | $13.6M | 0.11% | +6,234+3.5% | Added |
| Van Hulzen Asset Management, LLC | 181,830 | $13.3M | 1.22% | −7,480−4.0% | Reduced |
| Allied Investment Advisors, LLC | 181,627 | $13.3M | 2.52% | +7,940+4.6% | Added |
| Cetera Investment Advisers | 179,160 | $13.1M | 0.03% | −8,329−4.4% | Reduced |
| Oppenheimer Asset Management Inc. | 178,079 | $13.0M | 0.16% | −627−0.4% | Reduced |
| Janney Montgomery Scott LLC | 175,524 | $12.9M | 0.04% | +33,079+23.2% | Added |
| Evergreen Capital Management LLC | 173,898 | $12.7M | 0.43% | −45,035−20.6% | Reduced |
| FineMark National Bank & Trust | 172,708 | $12.7M | 0.46% | −1,906−1.1% | Reduced |
| Euro Pacific Asset Management, LLC | 172,022 | $12.6M | 2.28% | −2,475−1.4% | Reduced |
| Country Club Bank | 172,291 | $12.5M | 0.84% | −1,243−0.7% | Reduced |
| Foresight Global Investors, Inc. | 168,435 | $12.3M | 8.68% | +58,241+52.9% | Added |
| Parallax Volatility Advisers, L.P. | 165,490 | $12.1M | 0.39% | +165,490 | New |
| Tocqueville Asset Management L.P. | 165,192 | $12.1M | 0.20% | −24,578−13.0% | Reduced |
| Mercer Global Advisors Inc | 162,321 | $11.9M | 0.03% | +19,355+13.5% | Added |
| Edgemoor Investment Advisors, Inc. | 157,973 | $11.6M | 1.06% | +2,555+1.6% | Added |
| Cohen Klingenstein LLC | 157,098 | $11.5M | 0.42% | −1,000−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 151,012 | $11.1M | 0.02% | +6,719+4.7% | Added |
| National Bank of Canada | 150,836 | $11.1M | 0.01% | −294,586−66.1% | Reduced |
| Ibex Wealth Advisors | 145,650 | $10.7M | 1.41% | +3,433+2.4% | Added |
| Manning & Napier Advisors LLC | 143,997 | $10.6M | 0.13% | −3,274−2.2% | Reduced |
| Woodstock Corp | 143,742 | $10.5M | 1.04% | +1,691+1.2% | Added |
| Prospera Financial Services Inc | 142,928 | $10.5M | 0.24% | −1,136−0.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 141,748 | $10.4M | 0.02% | +2,184+1.6% | Added |
| Adell Harriman & Carpenter Inc | 140,314 | $10.3M | 0.77% | +9,548+7.3% | Added |
| RMB Capital Management, LLC | 138,949 | $10.2M | 0.25% | +131,777+1,837.4% | Added |
| First Trust Advisors LP | 138,852 | $10.2M | 0.01% | +2,718+2.0% | Added |
| SIR Capital Management, L.P. | 137,501 | $10.1M | 0.88% | −32,400−19.1% | Reduced |
| Sit Investment Associates Inc | 136,800 | $10.0M | 0.24% | +3,947+3.0% | Added |
| Skye Global Management LP | 136,500 | $10.0M | 0.27% | +136,500 | New |
| Grantham, Mayo, Van Otterloo & Co. LLC | 135,379 | $9.92M | 0.03% | +110,277+439.3% | Added |
| Sanctuary Advisors, LLC | 134,799 | $9.88M | 0.07% | −16,685−11.0% | Reduced |
| Bragg Financial Advisors, Inc | 134,728 | $9.87M | 0.41% | +1,798+1.4% | Added |
| Synovus Financial Corp | 133,516 | $9.78M | 0.13% | +35,730+36.5% | Added |
| Captrust Financial Advisors | 129,907 | $9.52M | 0.02% | +1,557+1.2% | Added |
| Lockheed Martin Investment Management Co | 128,990 | $9.45M | 0.38% | +6,960+5.7% | Added |
| JustInvest LLC | 127,659 | $9.35M | 0.14% | +24,714+24.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 126,747 | $9.29M | 0.03% | −1,943−1.5% | Reduced |
| Baird Financial Group, Inc. | 125,642 | $9.21M | 0.02% | +2,358+1.9% | Added |
| Quantinno Capital Management LP | 124,545 | $9.13M | 0.06% | +43,602+53.9% | Added |
| Jones Financial Companies LLLP | 125,387 | $9.12M | 0.01% | +33,853+37.0% | Added |
| Avantax Advisory Services, Inc. | 121,610 | $8.91M | 0.05% | −17,833−12.8% | Reduced |
| Federated Hermes, Inc. | 121,116 | $8.88M | 0.02% | +35,281+41.1% | Added |
| MML Investors Services, LLC | 120,949 | $8.86M | 0.03% | −29,034−19.4% | Reduced |
| Janney Capital Management LLC | 119,746 | $8.78M | 0.60% | −6,048−4.8% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.34M | 2.01% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 113,610 | $8.33M | 2.18% | −88,790−43.9% | Reduced |
| Ci Investments Inc. | 112,485 | $8.24M | 0.03% | −27,999−19.9% | Reduced |
| Cutler Capital Management, LLC | 111,056 | $8.14M | 2.83% | +230+0.2% | Added |
| Sandy Spring Bank | 107,501 | $7.88M | 0.33% | −9,891−8.4% | Reduced |
| GWM Advisors LLC | 104,983 | $7.69M | 0.05% | +20,896+24.9% | Added |
| TD Waterhouse Canada Inc. | 105,280 | $7.69M | 0.06% | −47,990−31.3% | Reduced |
| Quadrant Capital Group LLC | 104,826 | $7.68M | 0.29% | +68,470+188.3% | Added |
| Eastover Investment Advisors LLC | 104,695 | $7.67M | 3.71% | −271−0.3% | Reduced |
| Augustine Asset Management Inc | 104,625 | $7.67M | 2.24% | +526+0.5% | Added |
| Thornburg Investment Management Inc | 104,277 | $7.64M | 0.11% | +2,067+2.0% | Added |
| Eldred Rock Partners, LLC | 104,376 | $7.63M | 2.33% | +26,174+33.5% | Added |
| Pinnacle Financial Partners Inc | 103,524 | $7.59M | 0.15% | +13,590+15.1% | Added |
| Man Group plc | 99,134 | $7.26M | 0.02% | +99,134 | New |
| Eagle Global Advisors LLC | 99,059 | $7.26M | 0.30% | −1,296−1.3% | Reduced |