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 |
|---|---|---|---|---|---|
| Insigneo Advisory Services, LLC | 25,709 | $1.88M | 0.19% | −704−2.7% | Reduced |
| Cherokee Insurance Co | 25,439 | $1.86M | 0.82% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 25,300 | $1.85M | 0.06% | +20,444+421.0% | Added |
| Foster & Motley Inc | 25,273 | $1.85M | 0.12% | −2,043−7.5% | Reduced |
| Kelly Lawrence W & Associates Inc | 25,223 | $1.85M | 0.45% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 24,767 | $1.82M | 0.03% | −75−0.3% | Reduced |
| Rhumbline Advisers | 24,785 | $1.82M | 0.00% | −12,476−33.5% | Reduced |
| Johnson Investment Counsel Inc | 24,715 | $1.81M | 0.02% | −1,104−4.3% | Reduced |
| PFG Investments, LLC | 24,688 | $1.81M | 0.12% | −220−0.9% | Reduced |
| Valeo Financial Advisors, LLC | 24,646 | $1.81M | 0.05% | +585+2.4% | Added |
| Absher Wealth Management, LLC | 24,616 | $1.80M | 0.24% | +999+4.2% | Added |
| Prosperity Consulting Group, LLC | 24,536 | $1.80M | 0.14% | −1,053−4.1% | Reduced |
| Howe & Rusling Inc | 24,406 | $1.79M | 0.15% | −73−0.3% | Reduced |
| Range Financial Group LLC | 24,362 | $1.79M | 0.79% | +24,362 | New |
| BTC Capital Management, Inc. | 24,358 | $1.78M | 0.16% | +1,172+5.1% | Added |
| LMCG Investments, LLC | 24,341 | $1.78M | 0.12% | −930−3.7% | Reduced |
| Madison Asset Management, LLC | 24,285 | $1.78M | 0.02% | −2,015−7.7% | Reduced |
| Quantbot Technologies LP | 24,251 | $1.78M | 0.06% | +4,993+25.9% | Added |
| Coppell Advisory Solutions LLC | 27,078 | $1.77M | 0.26% | −12,689−31.9% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.77M | 0.30% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 24,188 | $1.77M | 0.67% | +4,494+22.8% | Added |
| CWA Asset Management Group, LLC | 24,028 | $1.76M | 0.08% | +5,895+32.5% | Added |
| Great Valley Advisor Group, Inc. | 23,790 | $1.74M | 0.04% | −48,144−66.9% | Reduced |
| Checchi Capital Advisers, LLC | 23,699 | $1.74M | 0.12% | +276+1.2% | Added |
| Chilton Capital Management LLC | 23,682 | $1.74M | 0.08% | −102−0.4% | Reduced |
| Potomac Fund Management Inc | 26,818 | $1.73M | 0.76% | +3,099+13.1% | Added |
| Shufro Rose & Co LLC | 23,514 | $1.72M | 0.14% | +3,064+15.0% | Added |
| Mesirow Financial Investment Management, Inc. | 23,507 | $1.72M | 0.03% | −107−0.5% | Reduced |
| Avidian Wealth Solutions, LLC | 23,455 | $1.72M | 0.08% | +1,712+7.9% | Added |
| Tandem Capital Management Corp | 23,374 | $1.71M | 0.96% | −348−1.5% | Reduced |
| Greystone Financial Group, LLC | 23,319 | $1.71M | 0.31% | −120−0.5% | Reduced |
| Sendero Wealth Management, LLC | 23,241 | $1.70M | 0.24% | −617−2.6% | Reduced |
| Trustmark National Bank Trust Department | 23,179 | $1.70M | 0.13% | +412+1.8% | Added |
| Park National Corp | 23,165 | $1.70M | 0.06% | −4,270−15.6% | Reduced |
| Bollard Group LLC | 23,009 | $1.69M | 0.04% | +264+1.2% | Added |
| Sterling Capital Management LLC | 22,994 | $1.69M | 0.03% | −342−1.5% | Reduced |
| Confluence Investment Management LLC | 22,801 | $1.67M | 0.02% | +790+3.6% | Added |
| Garrett Wealth Advisory Group, LLC | 22,677 | $1.66M | 0.37% | +2,938+14.9% | Added |
| Lowe Brockenbrough & Co Inc | 22,448 | $1.64M | 0.11% | −483−2.1% | Reduced |
| Excalibur Management Corp | 22,356 | $1.64M | 0.64% | −19−0.1% | Reduced |
| HighPoint Advisor Group LLC | 24,612 | $1.61M | 0.09% | +62+0.3% | Added |
| Altman Advisors, Inc. | 25,004 | $1.61M | 0.74% | +838+3.5% | Added |
| Bank Ozk | 21,736 | $1.59M | 0.66% | +4,455+25.8% | Added |
| Highland Capital Management, LLC | 21,711 | $1.59M | 0.10% | −1,793−7.6% | Reduced |
| EP Wealth Advisors, LLC | 21,673 | $1.59M | 0.01% | +7,717+55.3% | Added |
| Clearstead Advisors, LLC | 21,641 | $1.59M | 0.02% | −1,373−6.0% | Reduced |
| Miracle Mile Advisors, LLC | 21,602 | $1.58M | 0.03% | −837−3.7% | Reduced |
| Ronald Blue Trust, Inc. | 21,504 | $1.58M | 0.02% | +2,056+10.6% | Added |
| Hilltop Holdings Inc. | 21,496 | $1.58M | 0.10% | +243+1.1% | Added |
| Ipswich Investment Management Co., Inc. | 21,347 | $1.56M | 0.39% | +1,346+6.7% | Added |
| Kingsview Wealth Management, LLC | 21,327 | $1.56M | 0.03% | +5,002+30.6% | Added |
| Mission Wealth Management, LP | 21,300 | $1.56M | 0.04% | +540+2.6% | Added |
| Financial Counselors Inc | 21,265 | $1.56M | 0.02% | −3,386−13.7% | Reduced |
| Warren Averett Asset Management, LLC | 21,087 | $1.55M | 0.02% | +1,682+8.7% | Added |
| Leavell Investment Management, Inc. | 21,080 | $1.54M | 0.08% | +90+0.4% | Added |
| Balyasny Asset Management LLC | 21,021 | $1.54M | 0.00% | −561,340−96.4% | Reduced |
| GM Advisory Group, Inc. | 21,013 | $1.54M | 0.08% | −562−2.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.53M | 0.65% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 20,939 | $1.53M | 0.34% | +80.0% | Added |
| Red Spruce Capital, LLC | 20,677 | $1.52M | 0.71% | +264+1.3% | Added |
| Capital Fund Management S.A. | 20,568 | $1.51M | 0.02% | +20,568 | New |
| Barry Investment Advisors, LLC | 20,560 | $1.51M | 0.40% | +226+1.1% | Added |
| Hantz Financial Services, Inc. | 20,377 | $1.49M | 0.03% | +790+4.0% | Added |
| Kovitz Investment Group Partners, LLC | 20,324 | $1.49M | 0.01% | +11,106+120.5% | Added |
| Baker Ellis Asset Management LLC | 20,300 | $1.49M | 0.21% | +3,300+19.4% | Added |
| Wesbanco Bank Inc | 20,160 | $1.48M | 0.05% | −614−3.0% | Reduced |
| Quest Investment Management LLC | 20,000 | $1.47M | 0.18% | 00.0% | Unchanged |
| Recurrent Investment Advisors LLC | 52,088 | $1.46M | 0.12% | +52,088 | New |
| King Luther Capital Management Corp | 19,855 | $1.45M | 0.01% | −795−3.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,789 | $1.45M | 0.12% | +34+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 19,535 | $1.43M | 0.08% | +192+1.0% | Added |
| Stonegate Investment Group, LLC | 19,527 | $1.43M | 0.04% | +7,042+56.4% | Added |
| Aaron Wealth Advisors | 19,499 | $1.43M | 0.16% | +730+3.9% | Added |
| Israel Discount Bank of New York | 19,429 | $1.42M | 1.09% | 00.0% | Unchanged |
| West Family Investments, Inc. | 19,373 | $1.42M | 0.53% | −425−2.1% | Reduced |
| Solstein Capital, LLC | 19,210 | $1.41M | 0.82% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19,132 | $1.40M | 0.76% | +40.0% | Added |
| Allspring Global Investments Holdings, LLC | 19,323 | $1.40M | 0.00% | +815+4.4% | Added |
| Parallel Advisors, LLC | 19,079 | $1.40M | 0.03% | −4,526−19.2% | Reduced |
| WealthTrust Axiom LLC | 18,998 | $1.39M | 0.42% | +67+0.4% | Added |
| Inscription Capital, LLC | 20,613 | $1.38M | 0.23% | +20,613 | New |
| Manske Wealth Management | 18,846 | $1.38M | 0.52% | +545+3.0% | Added |
| MidWestOne Financial Group, Inc. | 18,742 | $1.37M | 0.20% | −6,524−25.8% | Reduced |
| Unified Investment Management | 18,727 | $1.37M | 1.62% | +276+1.5% | Added |
| Greenleaf Trust | 18,671 | $1.37M | 0.01% | −117−0.6% | Reduced |
| Independent Advisor Alliance | 18,562 | $1.36M | 0.04% | +992+5.6% | Added |
| GWN Securities Inc. | 20,214 | $1.36M | 0.08% | +20,214 | New |
| HSBC Holdings PLC | 18,435 | $1.35M | 0.00% | −633−3.3% | Reduced |
| Cowa, LLC | 18,356 | $1.35M | 0.58% | +28+0.2% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.34M | 0.36% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21,330 | $1.34M | 0.03% | +42+0.2% | Added |
| Cullen Investment Group, Ltd. | 18,203 | $1.33M | 0.20% | −2,741−13.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 18,132 | $1.33M | 0.01% | −20,674−53.3% | Reduced |
| Permanens Capital L.P. | 17,940 | $1.31M | 0.24% | +5,859+48.5% | Added |
| Pingora Partners LLC | 17,875 | $1.31M | 0.97% | −1,470−7.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,828 | $1.31M | 0.00% | −27,234−60.4% | Reduced |
| Evelyn Partners Investment Management LLP | 17,322 | $1.27M | 0.04% | −73−0.4% | Reduced |
| Smartleaf Asset Management LLC | 17,388 | $1.26M | 0.12% | +3,941+29.3% | Added |
| Moody National Bank Trust Division | 17,226 | $1.26M | 0.13% | +7,456+76.3% | Added |
| Mather Group, LLC. | 17,206 | $1.26M | 0.01% | +520+3.1% | Added |