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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 17,153 | $1.26M | 0.27% | +14,881+655.0% | Added |
| Victrix Investment Advisors | 18,130 | $1.26M | 0.66% | −6,311−25.8% | Reduced |
| Rodgers Brothers Inc. | 17,125 | $1.25M | 0.17% | −250−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 17,097 | $1.25M | 0.19% | −350−2.0% | Reduced |
| Wedbush Securities Inc | 17,067 | $1.25M | 0.05% | −1,044−5.8% | Reduced |
| Next Level Private LLC | 16,987 | $1.24M | 0.46% | +60+0.4% | Added |
| Walleye Capital LLC | 16,980 | $1.24M | 0.01% | +14,880+708.6% | Added |
| HBK Sorce Advisory LLC | 16,914 | $1.24M | 0.04% | +1,789+11.8% | Added |
| Denali Advisors LLC | 16,911 | $1.24M | 0.14% | −90−0.5% | Reduced |
| Coastal Bridge Advisors, LLC | 16,848 | $1.23M | 0.18% | +12,827+319.0% | Added |
| Royal London Asset Management Ltd | 16,803 | $1.23M | 0.00% | −230−1.4% | Reduced |
| Wealthspire Advisors, LLC | 16,718 | $1.23M | 0.01% | +787+4.9% | Added |
| Texas Yale Capital Corp. | 16,558 | $1.21M | 0.05% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,469 | $1.21M | 0.05% | −50−0.3% | Reduced |
| Glenview Trust Co | 16,362 | $1.20M | 0.02% | −2,428−12.9% | Reduced |
| Osborne Partners Capital Management, LLC | 16,248 | $1.19M | 0.07% | 00.0% | Unchanged |
| Auxier Asset Management | 16,201 | $1.19M | 0.18% | −70−0.4% | Reduced |
| National Asset Management, Inc. | 16,040 | $1.18M | 0.04% | −2,278−12.4% | Reduced |
| Apexium Financial, LP | 16,030 | $1.17M | 0.07% | +7,900+97.2% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.17M | 0.28% | 00.0% | Unchanged |
| Jarislowsky, Fraser Ltd | 15,920 | $1.17M | 0.01% | −1,632−9.3% | Reduced |
| Sagespring Wealth Partners, LLC | 15,852 | $1.16M | 0.03% | +7,007+79.2% | Added |
| Thompson Siegel & Walmsley LLC | 15,820 | $1.16M | 0.02% | +345+2.2% | Added |
| SCP Investment, LP | 15,800 | $1.16M | 0.99% | −12,000−43.2% | Reduced |
| Perpetual Ltd | 15,639 | $1.15M | 0.01% | +345+2.3% | Added |
| Howland Capital Management LLC | 15,549 | $1.14M | 0.05% | −600−3.7% | Reduced |
| Crewe Advisors LLC | 15,545 | $1.14M | 0.16% | +144+0.9% | Added |
| IFP Advisors, Inc | 15,488 | $1.14M | 0.03% | +321+2.1% | Added |
| Bessemer Group Inc | 15,401 | $1.13M | 0.00% | +2,277+17.3% | Added |
| CSS LLC | 15,319 | $1.12M | 0.08% | −67,730−81.6% | Reduced |
| Portland Global Advisors LLC | 15,295 | $1.12M | 0.14% | −4,240−21.7% | Reduced |
| SOL Capital Management CO | 15,188 | $1.11M | 0.12% | −640−4.0% | Reduced |
| Legacy Financial Advisors, Inc. | 15,142 | $1.11M | 0.19% | +2,009+15.3% | Added |
| Koshinski Asset Management, Inc. | 15,125 | $1.11M | 0.09% | −524−3.3% | Reduced |
| Ballentine Partners, LLC | 15,122 | $1.11M | 0.02% | +3,019+24.9% | Added |
| Flagship Harbor Advisors, LLC | 15,098 | $1.11M | 0.06% | +33+0.2% | Added |
| Sunbelt Securities, Inc. | 15,007 | $1.10M | 0.10% | +515+3.6% | Added |
| Independence Bank of Kentucky | 14,906 | $1.09M | 0.17% | −69−0.5% | Reduced |
| Intrua Financial, LLC | 14,851 | $1.09M | 0.17% | +697+4.9% | Added |
| Sowell Financial Services LLC | 14,848 | $1.09M | 0.05% | −3,186−17.7% | Reduced |
| Apollon Wealth Management, LLC | 14,841 | $1.09M | 0.02% | −2,576−14.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 14,810 | $1.09M | 0.07% | +129+0.9% | Added |
| Crescent Sterling, Ltd. | 14,676 | $1.08M | 1.10% | −345−2.3% | Reduced |
| Traynor Capital Management, Inc. | 14,647 | $1.07M | 0.09% | −2,227−13.2% | Reduced |
| Savant Capital, LLC | 14,568 | $1.07M | 0.01% | −1,743−10.7% | Reduced |
| Qtron Investments LLC | 14,558 | $1.07M | 0.16% | +4,401+43.3% | Added |
| LSV Asset Management | 14,500 | $1.06M | 0.00% | +7,100+95.9% | Added |
| American Financial Group Inc | 14,500 | $1.06M | 0.45% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,417 | $1.06M | 0.01% | −333−2.0% | Reduced |
| Buckingham Strategic Partners | 14,434 | $1.06M | 0.02% | +14,434 | New |
| Crestwood Advisors Group LLC | 14,431 | $1.06M | 0.02% | +3,062+26.9% | Added |
| Equitable Trust Co | 14,424 | $1.06M | 0.06% | −1,546−9.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,369 | $1.05M | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 14,361 | $1.05M | 0.06% | +123+0.9% | Added |
| Banco de Sabadell, S.A | 14,358 | $1.05M | 0.80% | −2,227−13.4% | Reduced |
| Haverford Trust Co | 14,242 | $1.04M | 0.01% | −1,102−7.2% | Reduced |
| Chesley Taft & Associates LLC | 14,163 | $1.04M | 0.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 14,094 | $1.03M | 0.05% | +1,743+14.1% | Added |
| Syon Capital LLC | 13,974 | $1.02M | 0.08% | −963−6.4% | Reduced |
| Manufacturers Life Insurance Company, The | 13,696 | $1.00M | 0.00% | −950−6.5% | Reduced |
| Beck Mack & Oliver LLC | 13,647 | $1.00M | 0.02% | −410−2.9% | Reduced |
| Main Street Financial Solutions, LLC | 13,638 | $999.4K | 0.09% | +13,638 | New |
| Lee Danner & Bass Inc | 13,603 | $996.8K | 0.08% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 13,597 | $996.4K | 0.03% | +1,519+12.6% | Added |
| Central Trust Co | 13,546 | $992.7K | 0.02% | +52+0.4% | Added |
| Thrivent Financial for Lutherans | 14,735 | $986.0K | 0.00% | −688,749−97.9% | Reduced |
| Avantra Family Wealth, Inc. | 13,321 | $976.2K | 0.94% | +325+2.5% | Added |
| Sage Rhino Capital LLC | 13,254 | $971.3K | 0.23% | −173−1.3% | Reduced |
| Independent Financial Group, LLC | 13,205 | $967.7K | 0.03% | +419+3.3% | Added |
| Norden Group LLC | 13,196 | $967.0K | 0.11% | +2,042+18.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 13,033 | $955.0K | 0.03% | −276−2.1% | Reduced |
| Sweeney & Michel, LLC | 15,590 | $931.5K | 0.41% | +15,590 | New |
| Glen Eagle Advisors, LLC | 12,710 | $931.4K | 0.15% | +20.0% | Added |
| Strategic Global Advisors, LLC | 12,687 | $929.7K | 0.18% | −274−2.1% | Reduced |
| EPG Wealth Management LLC | 12,686 | $929.6K | 0.26% | +280+2.3% | Added |
| NVWM, LLC | 12,685 | $929.6K | 0.25% | +40.0% | Added |
| First National Bank of Omaha | 12,677 | $929.0K | 0.06% | −264−2.0% | Reduced |
| Richard P Slaughter Associates Inc | 12,629 | $925.5K | 0.22% | −42,275−77.0% | Reduced |
| TCTC Holdings, LLC | 12,508 | $916.6K | 0.03% | +558+4.7% | Added |
| Childress Capital Advisors, LLC | 12,491 | $915.3K | 0.27% | +5,388+75.9% | Added |
| Congress Wealth Management LLC | 12,432 | $910.5K | 0.01% | −1,201−8.8% | Reduced |
| Twin Tree Management, LP | 12,424 | $910.4K | 0.02% | +12,424 | New |
| Hayek Kallen Investment Management | 12,412 | $910.0K | 0.34% | −37−0.3% | Reduced |
| First Manhattan Co | 12,417 | $909.9K | 0.00% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 12,390 | $908.0K | 0.09% | +2,905+30.6% | Added |
| Alhambra Investment Partners LLC | 12,341 | $904.3K | 0.47% | −408−3.2% | Reduced |
| Dynamic Advisor Solutions LLC | 12,281 | $899.9K | 0.03% | −669−5.2% | Reduced |
| Pin Oak Investment Advisors Inc | 12,258 | $892.0K | 0.68% | +685+5.9% | Added |
| Schnieders Capital Management LLC | 12,160 | $891.1K | 0.19% | +500+4.3% | Added |
| Coldstream Capital Management Inc | 12,103 | $886.9K | 0.02% | −2,972−19.7% | Reduced |
| Gryphon Financial Partners LLC | 12,101 | $886.7K | 0.13% | +994+8.9% | Added |
| Radnor Capital Management, LLC | 12,010 | $880.0K | 0.15% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11,972 | $877.3K | 0.05% | +1,513+14.5% | Added |
| Toronto Dominion Bank | 11,975 | $877.0K | 0.00% | −295−2.4% | Reduced |
| GTS Securities LLC | 11,952 | $875.8K | 0.04% | +6,489+118.8% | Added |
| One Wealth Advisors, LLC | 11,910 | $872.8K | 0.13% | +4,868+69.1% | Added |
| Bogart Wealth, LLC | 11,910 | $872.8K | 0.04% | −5,158−30.2% | Reduced |
| TCG Advisory Services, LLC | 11,860 | $869.1K | 0.04% | −466−3.8% | Reduced |
| Hancock Whitney Corp | 11,840 | $867.6K | 0.03% | +801+7.3% | Added |
| Hudson Portfolio Management LLC | 11,772 | $862.7K | 0.83% | −278−2.3% | Reduced |