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 |
|---|---|---|---|---|---|
| Busey Wealth Management | 11,721 | $858.9K | 0.03% | +26+0.2% | Added |
| Investor's Fiduciary Advisor Network, LLC | 11,638 | $852.0K | 0.40% | +30.0% | Added |
| Evoke Wealth, LLC | 11,624 | $851.8K | 0.02% | +15+0.1% | Added |
| Gratus Wealth Advisors, LLC | 11,590 | $849.3K | 0.14% | −60−0.5% | Reduced |
| Profund Advisors LLC | 11,556 | $846.8K | 0.04% | +4,032+53.6% | Added |
| Merit Financial Group, LLC | 11,534 | $845.2K | 0.01% | +5,794+100.9% | Added |
| Jackson Square Capital, LLC | 11,317 | $829.3K | 0.27% | −15,875−58.4% | Reduced |
| Ingalls & Snyder LLC | 11,238 | $824.0K | 0.03% | −135−1.2% | Reduced |
| Capital Investment Advisors, LLC | 11,229 | $822.8K | 0.02% | +214+1.9% | Added |
| Clarius Group, LLC | 11,196 | $820.4K | 0.05% | +2,005+21.8% | Added |
| AE Wealth Management LLC | 11,131 | $815.7K | 0.01% | −358−3.1% | Reduced |
| Schulhoff & Co Inc | 11,117 | $814.7K | 0.36% | +750+7.2% | Added |
| Lebenthal Global Advisors, LLC | 11,063 | $810.7K | 0.15% | +721+7.0% | Added |
| Mount Yale Investment Advisors, LLC | 11,028 | $808.2K | 0.07% | −295−2.6% | Reduced |
| Private Trust Co NA | 11,025 | $807.9K | 0.08% | +540+5.2% | Added |
| Quinn Opportunity Partners LLC | 11,000 | $806.1K | 0.06% | 00.0% | Unchanged |
| John G Ullman & Associates Inc | 11,000 | $806.1K | 0.12% | +100+0.9% | Added |
| Meridian Wealth Management, LLC | 10,995 | $805.7K | 0.04% | +682+6.6% | Added |
| Benjamin Edwards Inc | 10,978 | $804.5K | 0.01% | +485+4.6% | Added |
| Tiaa Trust, National Association | 10,908 | $799.3K | 0.00% | −801−6.8% | Reduced |
| Diversified Trust Co | 10,839 | $794.3K | 0.02% | +231+2.2% | Added |
| Aull & Monroe Investment Management Corp | 10,827 | $793.4K | 0.39% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,802 | $791.6K | 0.48% | +5,981+124.1% | Added |
| First Horizon Advisors, Inc. | 10,801 | $791.5K | 0.02% | −221−2.0% | Reduced |
| Finivi Inc. | 10,720 | $785.6K | 0.63% | +89+0.8% | Added |
| GW Henssler & Associates Ltd | 10,701 | $784.2K | 0.04% | −26−0.2% | Reduced |
| Trust Co of Toledo NA | 10,688 | $783.2K | 0.10% | −406−3.7% | Reduced |
| Great Diamond Partners, LLC | 10,688 | $783.2K | 0.21% | +187+1.8% | Added |
| Horizon Investments, LLC | 10,625 | $778.6K | 0.02% | −204−1.9% | Reduced |
| Shoker Investment Counsel, Inc. | 10,596 | $776.5K | 0.26% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,585 | $775.6K | 0.08% | −96−0.9% | Reduced |
| Old National Bancorp | 10,560 | $773.8K | 0.02% | −4,385−29.3% | Reduced |
| Private Capital Management, LLC | 10,500 | $769.4K | 0.09% | 00.0% | Unchanged |
| Intrust Bank NA | 10,408 | $762.7K | 0.08% | −81−0.8% | Reduced |
| Henry James International Management, Inc. | 10,387 | $761.2K | 0.26% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 10,402 | $759.9K | 0.10% | +8,812+554.2% | Added |
| Investors Research Corp | 10,357 | $759.0K | 0.16% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 10,336 | $757.4K | 0.31% | +374+3.8% | Added |
| Versant Capital Management, Inc | 10,254 | $751.4K | 0.13% | +8,636+533.7% | Added |
| Wealth Alliance | 10,233 | $749.9K | 0.09% | +100+1.0% | Added |
| Guggenheim Capital LLC | 10,229 | $749.6K | 0.01% | +2,962+40.8% | Added |
| PDS Planning, Inc | 10,208 | $748.1K | 0.06% | +1,719+20.2% | Added |
| Bradley Foster & Sargent Inc | 10,191 | $746.8K | 0.01% | −5,513−35.1% | Reduced |
| DMG Group, LLC | 10,112 | $741.0K | 0.60% | −2,829−21.9% | Reduced |
| Archetype Wealth Partners | 10,105 | $740.0K | 0.11% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 10,028 | $734.9K | 0.28% | −750−7.0% | Reduced |
| May Hill Capital, LLC | 10,017 | $734.0K | 0.28% | +3,346+50.2% | Added |
| Davis R M Inc | 10,015 | $733.9K | 0.01% | +2,704+37.0% | Added |
| Northwest Capital Management Inc | 10,000 | $732.8K | 0.30% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $732.8K | 0.05% | +10,000 | New |
| NBC Securities, Inc. | 9,988 | $731.0K | 0.06% | +9,979+110,877.8% | Added |
| Trust Point Inc. | 9,961 | $729.9K | 0.07% | −96−1.0% | Reduced |
| Daymark Wealth Partners, LLC | 9,955 | $729.5K | 0.03% | −9,981−50.1% | Reduced |
| Circle Wealth Management, LLC | 9,953 | $729.4K | 0.02% | +637+6.8% | Added |
| Penbrook Management LLC | 9,900 | $725.5K | 0.55% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 9,880 | $724.0K | 0.01% | +2,442+32.8% | Added |
| Signature Estate & Investment Advisors LLC | 9,826 | $720.1K | 0.02% | +5,836+146.3% | Added |
| Gamco Investors, Inc. Et Al | 9,819 | $719.5K | 0.01% | −223−2.2% | Reduced |
| W Advisors, LLC | 9,764 | $715.5K | 0.45% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 9,745 | $714.1K | 0.06% | +4,630+90.5% | Added |
| Verdence Capital Advisors LLC | 9,712 | $711.7K | 0.05% | +111+1.2% | Added |
| Farther Finance Advisors, LLC | 9,719 | $710.0K | 0.02% | +2,970+44.0% | Added |
| Smithfield Trust Co | 9,674 | $709.0K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 10,701 | $706.5K | 0.06% | −367−3.3% | Reduced |
| Pines Wealth Management, LLC | 11,811 | $705.7K | 0.33% | +768+7.0% | Added |
| Gradient Investments LLC | 9,610 | $704.3K | 0.01% | +245+2.6% | Added |
| Sigma Planning Corp | 9,589 | $702.7K | 0.02% | −477−4.7% | Reduced |
| Wedmont Private Capital | 11,296 | $701.4K | 0.04% | +376+3.4% | Added |
| Aprio Wealth Management, LLC | 9,542 | $699.3K | 0.09% | +3,768+65.3% | Added |
| Fruth Investment Management | 9,543 | $699.0K | 0.19% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 10,550 | $694.8K | 0.07% | +797+8.2% | Added |
| First Wilshire Securities Management Inc | 9,481 | $694.8K | 0.20% | −37−0.4% | Reduced |
| Legacy Advisors, LLC | 9,423 | $690.5K | 0.07% | +9,423 | New |
| Cutter & CO Brokerage, Inc. | 9,413 | $689.8K | 0.16% | −5,671−37.6% | Reduced |
| Grimes & Company, Inc. | 9,398 | $688.7K | 0.02% | −523−5.3% | Reduced |
| Aptus Capital Advisors, LLC | 9,362 | $686.1K | 0.01% | −5,159−35.5% | Reduced |
| Pensionmark Financial Group, LLC | 9,349 | $685.1K | 0.02% | +481+5.4% | Added |
| Stock Yards Bank & Trust Co | 9,339 | $684.4K | 0.02% | −186−2.0% | Reduced |
| Harmony Asset Management LLC | 9,307 | $682.0K | 0.29% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 9,298 | $681.3K | 0.33% | +235+2.6% | Added |
| Farmers & Merchants Investments Inc | 9,279 | $680.0K | 0.02% | +224+2.5% | Added |
| 180 Wealth Advisors, LLC | 9,267 | $679.1K | 0.11% | −503−5.1% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $677.8K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $677.8K | 0.12% | 00.0% | Unchanged |
| NBT Bank N A | 9,225 | $676.0K | 0.05% | −100−1.1% | Reduced |
| Brucke Financial, Inc. | 10,460 | $674.5K | 0.59% | +202+2.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 9,109 | $667.5K | 0.00% | −385−4.1% | Reduced |
| Collaborative Wealth Managment Inc. | 9,096 | $666.6K | 0.31% | +6+0.1% | Added |
| Harrell Investment Partners, LLC | 9,074 | $664.9K | 0.20% | +123+1.4% | Added |
| Core Wealth Partners LLC | 9,050 | $663.2K | 0.39% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 9,043 | $662.7K | 0.02% | −767−7.8% | Reduced |
| Wealthcare Advisory Partners LLC | 8,944 | $655.4K | 0.02% | −2,791−23.8% | Reduced |
| Rosenberg Matthew Hamilton | 8,914 | $653.2K | 0.16% | −853−8.7% | Reduced |
| Hollencrest Capital Management | 8,877 | $650.5K | 0.03% | +7,192+426.8% | Added |
| Ascent Group, LLC | 8,869 | $649.9K | 0.03% | +8,869 | New |
| Summitry LLC | 8,768 | $642.5K | 0.03% | +504+6.1% | Added |
| Union Bancaire Privee, UBP SA | 8,887 | $641.4K | 0.01% | −51−0.6% | Reduced |
| Sage Mountain Advisors LLC | 8,712 | $638.4K | 0.05% | +64+0.7% | Added |
| Jaffetilchin Investment Partners, LLC | 8,650 | $633.8K | 0.05% | −1,012−10.5% | Reduced |
| Aries Wealth Management | 8,610 | $630.9K | 0.17% | −16−0.2% | Reduced |