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 |
|---|---|---|---|---|---|
| SCS Capital Management LLC | 43,425 | $3.18M | 0.04% | +43,425 | New |
| Callan Family Office, LLC | 42,636 | $3.12M | 0.23% | −5,073−10.6% | Reduced |
| Marble Harbor Investment Counsel, LLC | 42,475 | $3.11M | 0.35% | −1,375−3.1% | Reduced |
| Brown Advisory Inc | 42,275 | $3.10M | 0.00% | +400+1.0% | Added |
| Mitchell Capital Management Co | 42,169 | $3.09M | 0.59% | +917+2.2% | Added |
| Chicago Trust Co NA | 42,044 | $3.08M | 0.55% | +975+2.4% | Added |
| Integrated Advisors Network LLC | 41,251 | $3.02M | 0.15% | +30,943+300.2% | Added |
| Baker Avenue Asset Management, LP | 41,242 | $3.02M | 0.09% | +2,275+5.8% | Added |
| Aviso Financial Inc. | 41,169 | $3.02M | 0.15% | +3,165+8.3% | Added |
| Forum Financial Management, LP | 40,916 | $3.00M | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 40,559 | $2.97M | 0.01% | +893+2.3% | Added |
| Columbia Asset Management | 40,412 | $2.96M | 0.60% | −1,700−4.0% | Reduced |
| State Street Corp | 40,135 | $2.94M | 0.00% | +282+0.7% | Added |
| Sanibel Captiva Trust Company, Inc. | 39,386 | $2.89M | 0.09% | −1,132−2.8% | Reduced |
| Advisors Management Group Inc | 38,710 | $2.84M | 0.62% | −138−0.4% | Reduced |
| Drexel Morgan & Co. | 38,544 | $2.82M | 0.59% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 38,493 | $2.82M | 0.13% | +13,602+54.6% | Added |
| Lido Advisors, LLC | 38,053 | $2.79M | 0.02% | +10,493+38.1% | Added |
| Horan Capital Advisors, LLC. | 37,987 | $2.78M | 0.94% | −429−1.1% | Reduced |
| CAPROCK Group, Inc. | 37,778 | $2.77M | 0.08% | +6,915+22.4% | Added |
| Advisors Asset Management, Inc. | 37,581 | $2.75M | 0.05% | −372−1.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 37,451 | $2.74M | 0.02% | −4,524−10.8% | Reduced |
| NewEdge Wealth, LLC | 37,292 | $2.73M | 0.05% | +2,899+8.4% | Added |
| Arkadios Wealth Advisors | 37,004 | $2.71M | 0.10% | +21,016+131.4% | Added |
| Altshuler Shaham Ltd | 37,000 | $2.71M | 0.07% | +7,000+23.3% | Added |
| Ashton Thomas Private Wealth, LLC | 36,956 | $2.71M | 0.10% | +7,875+27.1% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.70M | 0.06% | 00.0% | Unchanged |
| Continental Advisors LLC | 36,520 | $2.68M | 1.99% | 00.0% | Unchanged |
| Asio Capital, LLC | 36,415 | $2.67M | 0.52% | −12,801−26.0% | Reduced |
| Kestra Private Wealth Services, LLC | 36,376 | $2.67M | 0.04% | −544−1.5% | Reduced |
| Yousif Capital Management, LLC | 36,254 | $2.66M | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 36,183 | $2.65M | 0.03% | −880−2.4% | Reduced |
| Fiduciary Alliance LLC | 36,141 | $2.65M | 0.26% | +792+2.2% | Added |
| Forefront Wealth Management Inc. | 36,080 | $2.64M | 2.45% | +94+0.3% | Added |
| Caas Capital Management LP | 36,000 | $2.64M | 1.25% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,791 | $2.62M | 0.02% | +2,623+7.9% | Added |
| Nelson Capital Management, LLC | 35,419 | $2.60M | 0.45% | −536−1.5% | Reduced |
| Portside Wealth Group, LLC | 35,360 | $2.59M | 0.42% | +8,130+29.9% | Added |
| Kanawha Capital Management LLC | 35,248 | $2.58M | 0.20% | −1,575−4.3% | Reduced |
| Beacon Pointe Advisors, LLC | 35,046 | $2.57M | 0.03% | +1,142+3.4% | Added |
| Advisory Services Network, LLC | 34,921 | $2.56M | 0.05% | +1,156+3.4% | Added |
| Pettyjohn, Wood & White, Inc | 34,802 | $2.55M | 0.49% | −2,152−5.8% | Reduced |
| Rathbone Brothers plc | 34,669 | $2.53M | 0.01% | −96,220−73.5% | Reduced |
| Squarepoint Ops LLC | 34,448 | $2.52M | 0.01% | −62,822−64.6% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.51M | 0.20% | +152+0.4% | Added |
| Roberts Wealth Advisors, LLC | 33,630 | $2.46M | 0.76% | −21−0.1% | Reduced |
| Schechter Investment Advisors, LLC | 33,585 | $2.46M | 0.20% | −1,574−4.5% | Reduced |
| Commerce Bank | 33,429 | $2.45M | 0.02% | −4,368−11.6% | Reduced |
| Wambolt & Associates, LLC | 33,425 | $2.44M | 0.83% | +645+2.0% | Added |
| BBR Partners, LLC | 32,890 | $2.41M | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 32,638 | $2.39M | 0.08% | −1,881−5.4% | Reduced |
| AQR Capital Management LLC | 32,564 | $2.39M | 0.00% | +13,419+70.1% | Added |
| Crocodile Capital Partners GmbH | 32,546 | $2.38M | 3.37% | 00.0% | Unchanged |
| Scotia Capital Inc. | 32,529 | $2.38M | 0.01% | −1,783−5.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 32,067 | $2.35M | 0.79% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 32,050 | $2.35M | 0.01% | −2,800−8.0% | Reduced |
| HF Advisory Group, LLC | 31,966 | $2.34M | 1.02% | +2,406+8.1% | Added |
| Simmons Bank | 31,186 | $2.29M | 0.17% | −41−0.1% | Reduced |
| Susquehanna International Group, LLP | 31,119 | $2.28M | 0.00% | +11,440+58.1% | Added |
| Harbour Investment Management LLC | 31,058 | $2.28M | 1.03% | −240−0.8% | Reduced |
| Whittier Trust Co | 30,901 | $2.26M | 0.03% | +2,042+7.1% | Added |
| Perigon Wealth Management, LLC | 30,825 | $2.26M | 0.06% | −140.0% | Reduced |
| Ieq Capital, LLC | 30,756 | $2.25M | 0.02% | −7,040−18.6% | Reduced |
| Sierra Capital LLC | 30,715 | $2.25M | 0.27% | −20.0% | Reduced |
| DMKC Advisory Services, LLC | 30,517 | $2.24M | 2.01% | +199+0.7% | Added |
| London & Capital Asset Management Ltd | 30,499 | $2.23M | 0.19% | +13,941+84.2% | Added |
| Interval Partners, LP | 30,277 | $2.22M | 0.08% | −10,442−25.6% | Reduced |
| apricus wealth, LLC | 30,240 | $2.22M | 1.32% | +3,900+14.8% | Added |
| Cornerstone Select Advisors, LLC | 30,219 | $2.21M | 2.10% | −188−0.6% | Reduced |
| Allworth Financial LP | 33,929 | $2.21M | 0.01% | +4,911+16.9% | Added |
| Burney Co | 30,017 | $2.20M | 0.08% | +51+0.2% | Added |
| SeaCrest Wealth Management, LLC | 29,788 | $2.18M | 0.25% | +2,059+7.4% | Added |
| Campbell & CO Investment Adviser LLC | 29,655 | $2.17M | 0.17% | −34,245−53.6% | Reduced |
| ARS Wealth Advisors Group, LLC | 29,626 | $2.17M | 0.31% | −953−3.1% | Reduced |
| Spears Abacus Advisors LLC | 29,509 | $2.16M | 0.05% | −3,510−10.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 29,415 | $2.15M | 0.62% | +2,851+10.7% | Added |
| Earnest Partners LLC | 29,301 | $2.15M | 0.01% | −4,054−12.2% | Reduced |
| Regatta Capital Group, LLC | 29,254 | $2.14M | 0.42% | +884+3.1% | Added |
| Stolper Co | 28,980 | $2.12M | 0.70% | +245+0.9% | Added |
| Iams Wealth Management, LLC | 28,878 | $2.12M | 0.97% | −1,667−5.5% | Reduced |
| Great Lakes Retirement, Inc. | 28,837 | $2.11M | 0.28% | +1,698+6.3% | Added |
| Brooks, Moore & Associates, Inc. | 28,468 | $2.09M | 1.18% | −201−0.7% | Reduced |
| J.W. Cole Advisors, Inc. | 28,402 | $2.08M | 0.06% | +13,528+91.0% | Added |
| Octavia Wealth Advisors, LLC | 28,169 | $2.06M | 0.25% | −3,290−10.5% | Reduced |
| Wellington Shields Capital Management, LLC | 28,025 | $2.05M | 0.37% | +3,575+14.6% | Added |
| Sentinel Trust Co Lba | 27,520 | $2.02M | 0.24% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 27,308 | $2.00M | 0.02% | +1,337+5.1% | Added |
| Acadian Asset Management LLC | 27,301 | $2.00M | 0.01% | +1,500+5.8% | Added |
| Waters Parkerson & Co., LLC | 27,088 | $1.99M | 0.11% | +300+1.1% | Added |
| Caldwell Trust Co | 26,986 | $1.98M | 0.21% | +3,713+16.0% | Added |
| Prime Capital Investment Advisors, LLC | 26,970 | $1.98M | 0.02% | +10,424+63.0% | Added |
| Cinctive Capital Management LP | 26,878 | $1.97M | 0.16% | −49,691−64.9% | Reduced |
| Barclays PLC | 26,768 | $1.96M | 0.00% | +18,944+242.1% | Added |
| Atria Wealth Solutions, Inc. | 26,644 | $1.95M | 0.02% | −18,014−40.3% | Reduced |
| Montag A & Associates Inc | 26,623 | $1.95M | 0.10% | +75+0.3% | Added |
| Level Four Advisory Services, LLC | 26,544 | $1.95M | 0.08% | +3,953+17.5% | Added |
| Stratos Wealth Partners, LTD. | 26,518 | $1.94M | 0.03% | −2,773−9.5% | Reduced |
| Game Creek Capital, LP | 26,500 | $1.94M | 1.21% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26,495 | $1.94M | 0.05% | +938+3.7% | Added |
| Whittier Trust Co of Nevada Inc | 26,128 | $1.91M | 0.05% | +989+3.9% | Added |