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 |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 6,674 | $489.1K | 0.17% | −993−13.0% | Reduced |
| Wallace Advisory Group, LLC | 7,805 | $489.0K | 0.34% | +26+0.3% | Added |
| Headinvest, LLC | 6,652 | $487.5K | 0.09% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,640 | $486.6K | 0.12% | −1,950−22.7% | Reduced |
| NTV Asset Management LLC | 6,624 | $485.4K | 0.06% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,617 | $484.9K | 0.02% | −846−11.3% | Reduced |
| Equitable Holdings, Inc. | 6,600 | $483.6K | 0.00% | −46−0.7% | Reduced |
| Essex Savings Bank | 6,595 | $483.3K | 0.12% | +764+13.1% | Added |
| Gables Capital Management Inc. | 6,590 | $482.9K | 0.24% | 00.0% | Unchanged |
| Severin Investments, LLC | 6,586 | $482.6K | 0.48% | −54−0.8% | Reduced |
| Harbour Investments, Inc. | 6,553 | $480.2K | 0.01% | −1,304−16.6% | Reduced |
| Cromwell Holdings LLC | 6,552 | $480.1K | 0.31% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,536 | $479.0K | 0.13% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,504 | $476.6K | 0.06% | −151−2.3% | Reduced |
| Strategic Advisors LLC | 6,500 | $476.3K | 0.09% | −31−0.5% | Reduced |
| Birch Hill Investment Advisors LLC | 6,500 | $476.3K | 0.02% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 6,499 | $476.2K | 0.13% | −2,207−25.4% | Reduced |
| Farmers Trust Co | 6,485 | $475.2K | 0.09% | 00.0% | Unchanged |
| Eight 31 Financial LLC | 6,466 | $473.8K | 0.30% | +10+0.2% | Added |
| Parkside Financial Bank & Trust | 6,459 | $473.3K | 0.06% | +788+13.9% | Added |
| Modern Wealth Management, LLC | 6,457 | $473.2K | 0.02% | +82+1.3% | Added |
| Beaton Management Co. Inc. | 6,450 | $473.0K | 0.25% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 6,433 | $471.4K | 0.13% | −40,975−86.4% | Reduced |
| Minot DeBlois Advisors LLC | 6,365 | $466.4K | 0.46% | −629−9.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6,357 | $465.8K | 0.00% | +35+0.6% | Added |
| Northeast Investment Management | 6,344 | $464.9K | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,298 | $461.5K | 0.01% | −226−3.5% | Reduced |
| AlphaCore Capital LLC | 6,281 | $460.2K | 0.04% | +6,281 | New |
| Advisors Capital Management, LLC | 6,261 | $458.8K | 0.01% | +116+1.9% | Added |
| Bill Few Associates, Inc. | 6,203 | $454.6K | 0.16% | +10+0.2% | Added |
| Vaughan David Investments LLC | 6,193 | $454.0K | 0.01% | −83−1.3% | Reduced |
| Sittner & Nelson, LLC | 6,189 | $453.5K | 0.19% | +20.0% | Added |
| Drive Wealth Management, LLC | 6,182 | $453.0K | 0.11% | +47+0.8% | Added |
| Baron Wealth Management LLC | 6,155 | $451.0K | 0.20% | −2,055−25.0% | Reduced |
| Fielder Capital Group LLC | 6,113 | $448.0K | 0.13% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,110 | $447.8K | 0.01% | +52+0.9% | Added |
| Hamel Associates, Inc. | 6,050 | $442.9K | 0.15% | 00.0% | Unchanged |
| Asset Advisors Investment Management, LLC | 6,000 | $439.7K | 0.05% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 5,953 | $436.0K | 0.04% | +9+0.2% | Added |
| NorthCrest Asset Manangement, LLC | 5,944 | $435.6K | 0.01% | +2,371+66.4% | Added |
| Legacy Capital Wealth Partners, LLC | 5,939 | $435.2K | 0.11% | −42−0.7% | Reduced |
| Monticello Wealth Management, LLC | 5,939 | $435.2K | 0.04% | +48+0.8% | Added |
| Old Port Advisors | 5,935 | $434.9K | 0.13% | +1,786+43.0% | Added |
| WSFS Capital Management, LLC | 5,900 | $432.4K | 0.03% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 5,878 | $430.7K | 0.28% | +28+0.5% | Added |
| Peregrine Asset Advisers, Inc. | 5,860 | $429.4K | 0.16% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,855 | $429.1K | 0.03% | −80−1.3% | Reduced |
| Hanson & Doremus Investment Management | 5,851 | $429.0K | 0.06% | −55−0.9% | Reduced |
| Element Wealth, LLC | 5,847 | $428.4K | 0.23% | +36+0.6% | Added |
| International Assets Investment Management, LLC | 5,827 | $427.0K | 0.04% | +287+5.2% | Added |
| Ascension Capital Advisors, Inc. | 5,824 | $426.8K | 0.19% | +2,582+79.6% | Added |
| Jacobi Capital Management LLC | 5,795 | $424.7K | 0.03% | −620−9.7% | Reduced |
| Steel Peak Wealth Management LLC | 5,786 | $424.0K | 0.02% | −97−1.6% | Reduced |
| Modera Wealth Management, LLC | 5,779 | $423.5K | 0.01% | −83−1.4% | Reduced |
| GAMMA Investing LLC | 5,769 | $422.8K | 0.03% | +1,662+40.5% | Added |
| Sentry LLC | 5,760 | $422.1K | 0.08% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,718 | $419.0K | 0.02% | −5−0.1% | Reduced |
| Principal Street Partners, LLC | 5,717 | $418.9K | 0.08% | 00.0% | Unchanged |
| Summit X, LLC | 5,672 | $415.6K | 0.09% | +80+1.4% | Added |
| Community Bank of Raymore | 5,650 | $414.0K | 0.33% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,637 | $413.1K | 0.02% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,627 | $412.3K | 0.19% | +5,627 | New |
| Claudia M.P. Batlle, CRP (R) LLC | 5,618 | $411.7K | 0.10% | −428−7.1% | Reduced |
| Bridges Investment Management Inc | 5,613 | $411.3K | 0.01% | +95+1.7% | Added |
| Capital Investment Advisory Services, LLC | 5,607 | $410.9K | 0.04% | +451+8.7% | Added |
| Matthew Goff Investment Advisor, LLC | 5,606 | $410.8K | 0.08% | +98+1.8% | Added |
| Red Door Wealth Management, LLC | 5,597 | $410.1K | 0.06% | +776+16.1% | Added |
| Gotham Asset Management, LLC | 5,593 | $409.9K | 0.00% | +5,593 | New |
| Ledyard National Bank | 5,577 | $408.7K | 0.04% | −1,119−16.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,571 | $408.2K | 0.00% | +193+3.6% | Added |
| Compagnie Lombard Odier SCmA | 5,520 | $404.5K | 0.00% | −1,405−20.3% | Reduced |
| Silverlake Wealth Management LLC | 5,514 | $404.1K | 0.16% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 5,511 | $403.9K | 0.02% | +328+6.3% | Added |
| Cordatus Wealth Management LLC | 5,473 | $401.0K | 0.11% | +96+1.8% | Added |
| 49 Wealth Management, LLC | 5,457 | $399.9K | 0.05% | +5,457 | New |
| Fort Washington Investment Advisors Inc | 5,451 | $399.4K | 0.00% | 00.0% | Unchanged |
| Puzo Michael J | 5,450 | $399.4K | 0.11% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 5,448 | $399.2K | 0.11% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 5,447 | $399.2K | 0.03% | −263−4.6% | Reduced |
| Wealthstream Advisors, Inc. | 5,420 | $397.2K | 0.07% | −32−0.6% | Reduced |
| Keel Point, LLC | 5,404 | $396.0K | 0.03% | −381−6.6% | Reduced |
| North Star Investment Management Corp. | 5,400 | $395.7K | 0.03% | −2,958−35.4% | Reduced |
| Argent Trust Co | 5,398 | $395.6K | 0.02% | +45+0.8% | Added |
| Seven Mile Advisory | 5,396 | $395.4K | 0.26% | −420−7.2% | Reduced |
| Lawson Kroeker Investment Management Inc | 5,389 | $394.9K | 0.07% | −226−4.0% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,177 | $394.7K | 0.17% | +40+0.7% | Added |
| Fermata Advisors, LLC | 5,342 | $391.5K | 0.07% | +5,342 | New |
| Robertson Stephens Wealth Management, LLC | 5,338 | $391.2K | 0.01% | +3+0.1% | Added |
| Beaumont Financial Advisors, LLC | 5,307 | $388.9K | 0.03% | +21+0.4% | Added |
| Parsons Capital Management Inc | 5,283 | $387.1K | 0.02% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 5,276 | $386.6K | 0.08% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 5,275 | $386.6K | 0.13% | −200−3.7% | Reduced |
| Abacus Planning Group, Inc. | 5,263 | $385.6K | 0.07% | +235+4.7% | Added |
| Titleist Asset Management, LLC | 5,230 | $383.3K | 0.04% | −296−5.4% | Reduced |
| Clear Creek Financial Management, LLC | 5,229 | $383.2K | 0.04% | +987+23.3% | Added |
| Nautilus Advisors LLC | 5,220 | $382.5K | 0.32% | −809−13.4% | Reduced |
| Tucker Asset Management LLC | 5,212 | $381.9K | 0.12% | −1,521−22.6% | Reduced |
| Balentine LLC | 5,200 | $381.1K | 0.02% | +281+5.7% | Added |
| Procyon Private Wealth Partners, LLC | 5,174 | $379.1K | 0.02% | +15+0.3% | Added |
| Vista Investment Partners LLC | 5,155 | $377.8K | 0.12% | +38+0.7% | Added |