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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 98,683 | $7.23M | 0.11% | −3,481−3.4% | Reduced |
| Trexquant Investment LP | 97,906 | $7.17M | 0.08% | −66,794−40.6% | Reduced |
| Fifth Third Bancorp | 95,925 | $7.03M | 0.03% | −1,520−1.6% | Reduced |
| Heritage Investors Management Corp | 95,635 | $7.01M | 0.24% | −415−0.4% | Reduced |
| Neville Rodie & Shaw Inc | 95,300 | $6.98M | 0.55% | −5,595−5.5% | Reduced |
| RSM US Wealth Management LLC | 94,552 | $6.93M | 0.11% | +3,327+3.6% | Added |
| Keybank National Association | 91,100 | $6.68M | 0.03% | +1,403+1.6% | Added |
| Capital International Inc | 89,566 | $6.56M | 0.08% | +89,566 | New |
| Claret Asset Management Corp | 88,782 | $6.51M | 0.94% | −2,099−2.3% | Reduced |
| Brown Brothers Harriman & Co | 88,017 | $6.45M | 0.05% | −6,424−6.8% | Reduced |
| Kempner Capital Management Inc. | 86,050 | $6.31M | 3.55% | 00.0% | Unchanged |
| New England Asset Management Inc | 86,040 | $6.31M | 1.02% | +625+0.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 85,815 | $6.29M | 0.43% | +75,781+755.2% | Added |
| Renaissance Group LLC | 85,017 | $6.23M | 0.27% | −10,999−11.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 84,824 | $6.22M | 0.00% | −89−0.1% | Reduced |
| South State Corp. | 83,990 | $6.15M | 0.28% | +2,309+2.8% | Added |
| Clearbridge Investments, LLC | 83,368 | $6.11M | 0.01% | +2,964+3.7% | Added |
| Hennessy Advisors Inc | 82,000 | $6.01M | 0.20% | +3,900+5.0% | Added |
| Nikko Asset Management Americas, Inc. | 81,384 | $5.96M | 0.08% | −58−0.1% | Reduced |
| Banco Santander, S.A. | 80,608 | $5.91M | 0.07% | −1,530−1.9% | Reduced |
| InvesTrust | 80,134 | $5.87M | 1.61% | +473+0.6% | Added |
| Nixon Peabody Trust Co | 78,728 | $5.77M | 0.49% | +78,728 | New |
| tru Independence LLC | 78,231 | $5.73M | 1.78% | +2,283+3.0% | Added |
| Ritholtz Wealth Management | 77,726 | $5.70M | 0.17% | −1,401−1.8% | Reduced |
| SPX Equities Gestao de Recursos Ltda | 76,600 | $5.61M | 0.73% | +76,600 | New |
| Cary Street Partners Financial LLC | 75,930 | $5.56M | 0.18% | −4,625−5.7% | Reduced |
| Intrepid Family Office LLC | 75,000 | $5.50M | 8.17% | −25,000−25.0% | Reduced |
| Integrated Quantitative Investments LLC | 74,600 | $5.47M | 2.69% | +74,600 | New |
| Regency Capital Management Inc. | 74,187 | $5.44M | 3.25% | −31,605−29.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 73,059 | $5.35M | 0.16% | −6,049−7.6% | Reduced |
| MAI Capital Management | 71,458 | $5.24M | 0.04% | −1,748−2.4% | Reduced |
| Hedges Asset Management LLC | 71,100 | $5.21M | 3.42% | −1,650−2.3% | Reduced |
| Royce & Associates LP | 70,000 | $5.13M | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 69,913 | $5.12M | 0.05% | +6,907+11.0% | Added |
| Orion Portfolio Solutions, LLC | 69,913 | $5.12M | 0.05% | +6,907+11.0% | Added |
| Advocate Group LLC | 69,552 | $5.10M | 0.93% | +247+0.4% | Added |
| Fiduciary Trust Co | 68,624 | $5.03M | 0.07% | +3,708+5.7% | Added |
| YHB Investment Advisors, Inc. | 68,611 | $5.03M | 0.42% | +2,649+4.0% | Added |
| Hiddenite Capital Partners LP | 68,500 | $5.02M | 4.19% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 68,130 | $4.99M | 0.01% | −12,736−15.7% | Reduced |
| Kimelman & Baird, LLC | 66,176 | $4.85M | 0.41% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 66,100 | $4.84M | 0.59% | +500+0.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 65,836 | $4.82M | 0.02% | −138,005−67.7% | Reduced |
| Kestra Advisory Services, LLC | 65,769 | $4.82M | 0.02% | −3,798−5.5% | Reduced |
| Bremer Bank National Association | 64,926 | $4.76M | 0.85% | +3,791+6.2% | Added |
| Blair William & Co | 63,809 | $4.68M | 0.01% | −986−1.5% | Reduced |
| Peapack Gladstone Financial Corp | 63,462 | $4.65M | 0.07% | −3,327−5.0% | Reduced |
| Weatherly Asset Management L. P. | 63,372 | $4.64M | 0.42% | +867+1.4% | Added |
| Meritage Portfolio Management | 63,103 | $4.62M | 0.31% | +32,707+107.6% | Added |
| Azimuth Capital Investment Management LLC | 63,060 | $4.62M | 0.18% | −100−0.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 63,398 | $4.59M | 0.05% | +4,812+8.2% | Added |
| Ausdal Financial Partners, Inc. | 62,560 | $4.58M | 0.35% | −1,878−2.9% | Reduced |
| Segall Bryant & Hamill, LLC | 62,026 | $4.55M | 0.07% | −168−0.3% | Reduced |
| SBI Securities Co., Ltd. | 61,983 | $4.54M | 0.15% | +7,186+13.1% | Added |
| Beddow Capital Management Inc | 61,851 | $4.53M | 1.70% | −150−0.2% | Reduced |
| Naviter Wealth, LLC | 62,121 | $4.52M | 0.55% | +366+0.6% | Added |
| Cresset Asset Management, LLC | 61,330 | $4.49M | 0.02% | +24,472+66.4% | Added |
| Griffin Asset Management, Inc. | 61,178 | $4.48M | 0.55% | +280.0% | Added |
| Brookmont Capital Management | 61,155 | $4.48M | 2.53% | −2,760−4.3% | Reduced |
| Palogic Value Management, L.P. | 60,598 | $4.44M | 1.95% | −15,004−19.8% | Reduced |
| Exencial Wealth Advisors, LLC | 60,168 | $4.41M | 0.16% | +1,442+2.5% | Added |
| Inspire Trust Co, N.A. | 60,000 | $4.40M | 1.05% | 00.0% | Unchanged |
| Atria Investments LLC | 59,938 | $4.39M | 0.06% | +1,058+1.8% | Added |
| Drum Hill Capital, LLC | 59,273 | $4.34M | 5.02% | −213−0.4% | Reduced |
| Gilman Hill Asset Management, LLC | 59,178 | $4.34M | 0.75% | +2,350+4.1% | Added |
| Signaturefd, LLC | 59,039 | $4.33M | 0.08% | +5,533+10.3% | Added |
| Fort Sheridan Advisors LLC | 58,891 | $4.32M | 0.66% | −1,425−2.4% | Reduced |
| Vident Advisory, LLC | 58,395 | $4.28M | 0.06% | +11,000+23.2% | Added |
| Yarbrough Capital, LLC | 57,590 | $4.22M | 0.18% | 00.0% | Unchanged |
| Dodge & Cox | 57,463 | $4.21M | 0.00% | −150−0.3% | Reduced |
| Deltec Asset Management LLC | 57,204 | $4.19M | 0.90% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 56,955 | $4.17M | 0.54% | +56,955 | New |
| Pittenger & Anderson Inc | 56,135 | $4.11M | 0.15% | 00.0% | Unchanged |
| Cardinal Capital Management | 55,935 | $4.10M | 0.63% | −75−0.1% | Reduced |
| Abc Arbitrage SA | 55,447 | $4.06M | 0.76% | +55,447 | New |
| Park Avenue Securities LLC | 54,837 | $4.02M | 0.05% | −12,074−18.0% | Reduced |
| Old Mission Capital LLC | 54,745 | $4.01M | 0.08% | +5,362+10.9% | Added |
| Stephens Inc | 54,513 | $3.99M | 0.06% | −32,589−37.4% | Reduced |
| Bridge Creek Capital Management LLC | 52,749 | $3.87M | 1.22% | −765−1.4% | Reduced |
| Assetmark, Inc | 51,923 | $3.80M | 0.01% | +846+1.7% | Added |
| Huntington National Bank | 51,797 | $3.80M | 0.03% | −6,759−11.5% | Reduced |
| Altrafin AG | 50,179 | $3.68M | 1.43% | −16,094−24.3% | Reduced |
| Sequoia Financial Advisors, LLC | 49,580 | $3.63M | 0.03% | +1,814+3.8% | Added |
| CWM, LLC | 49,281 | $3.61M | 0.01% | −3,462−6.6% | Reduced |
| Oppenheimer & Co Inc | 48,789 | $3.58M | 0.05% | +378+0.8% | Added |
| Regions Financial Corp | 48,603 | $3.56M | 0.03% | −1,016−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 48,522 | $3.56M | 0.09% | +10,606+28.0% | Added |
| HB Wealth Management, LLC | 48,228 | $3.53M | 0.03% | +14,098+41.3% | Added |
| Pitcairn Co | 47,336 | $3.47M | 0.21% | −154−0.3% | Reduced |
| Moors & Cabot, Inc. | 47,136 | $3.45M | 0.18% | −674−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 45,645 | $3.34M | 0.05% | +6,402+16.3% | Added |
| Bleakley Financial Group, LLC | 45,439 | $3.33M | 0.11% | +1,800+4.1% | Added |
| Bryn Mawr Trust Co | 45,322 | $3.32M | 0.06% | −222−0.5% | Reduced |
| JCIC Asset Management Inc. | 45,256 | $3.32M | 1.39% | −826−1.8% | Reduced |
| Cantor Fitzgerald, L. P. | 45,224 | $3.31M | 0.12% | +45,224 | New |
| Lincluden Management Ltd | 44,874 | $3.29M | 0.42% | +44,874 | New |
| Entropy Technologies, LP | 44,661 | $3.27M | 0.32% | +28,333+173.5% | Added |
| Glass Wealth Management Co LLC | 44,088 | $3.23M | 1.94% | +625+1.4% | Added |
| Reik & Co., LLC | 44,001 | $3.22M | 0.75% | −1,065−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 43,533 | $3.19M | 0.08% | +19,957+84.6% | Added |