Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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, Q2 2025

Institutional positions in Shell plc as of Jun 30, 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: 1,396; +1 vs. Q1 2025
Shares held: 378.8M; −7.78M (−2.0%) vs. Q1 2025
Total value: $26.6B; −$1.67B (−5.9%) vs. Q1 2025
New holders: 103; 499 more added
Sold out: 102; 510 more reduced

23 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,396 institutions

Value heldQ2 2025: $26.6B

Institutions holding SHEL and their total value by quarter
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, Q2 2025

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q1 2025.

Institutions holding SHEL in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Loomis Sayles & Co L P	1	$62	0.00%	+1	New
Rakuten Securities, Inc.	1	$70	0.00%	−32−97.0%	Reduced
Mowery & Schoenfeld Wealth Management, LLC	1	$71	0.00%	−427−99.8%	Reduced
Valued Wealth Advisors LLC	6	$423	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	7	$493	0.00%	+7	New
Financial Gravity Companies, Inc.	9	$634	0.00%	+9	New
Hughes Financial Services, LLC	9	$650	0.00%	00.0%	Unchanged
Total Investment Management Inc	9	$656	0.00%	+9	New
Sachetta, LLC	10	$705	0.00%	−150−93.8%	Reduced
DecisionPoint Financial, LLC	11	$784	0.00%	+11	New
Atwood & Palmer Inc	15	$1.06K	0.00%	00.0%	Unchanged
Christopher J. Hasenberg, Inc	19	$1.34K	0.00%	00.0%	Unchanged
Koesten, Hirschmann & Crabtree, INC.	23	$1.64K	0.00%	+23	New
Quest 10 Wealth Builders, Inc.	25	$1.76K	0.00%	00.0%	Unchanged
Abound Wealth Management	26	$1.83K	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	26	$1.83K	0.00%	00.0%	Unchanged
Kilter Group LLC	26	$1.83K	0.00%	+26	New
McIlrath & Eck, LLC	28	$1.97K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	36	$2.00K	0.00%	00.0%	Unchanged
DAGCO, Inc.	30	$2.11K	0.00%	00.0%	Unchanged
Legacy Wealth Managment, LLC	33	$2.32K	0.00%	00.0%	Unchanged
Legacy Investment Solutions, LLC	33	$2.32K	0.00%	+33	New
Beaird Harris Wealth Management, LLC	37	$2.61K	0.00%	00.0%	Unchanged
Ameritas Investment Partners, Inc.	44	$3.13K	0.00%	00.0%	Unchanged
Olistico Wealth, LLC	45	$3.15K	0.00%	+1+2.3%	Added
HighMark Wealth Management LLC	45	$3.19K	0.00%	+9+25.0%	Added
Darwin Advisors, LLC	45	$3.23K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	49	$3.45K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	50	$3.52K	0.00%	00.0%	Unchanged
Pacifica Partners Inc.	50	$3.55K	0.00%	−81−61.8%	Reduced
Mascoma Wealth Management LLC	54	$3.80K	0.00%	00.0%	Unchanged
MorganRosel Wealth Management, LLC	57	$4.01K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	58	$4.08K	0.00%	+58	New
Cranbrook Wealth Management, LLC	60	$4.22K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	60	$4.24K	0.00%	−100−62.5%	Reduced
Kestra Investment Management, LLC	58	$4.25K	0.00%	00.0%	Unchanged
Byrne Asset Management LLC	64	$4.51K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	66	$4.65K	0.00%	00.0%	Unchanged
Bank of New Hampshire	70	$4.93K	0.00%	00.0%	Unchanged
Wood Tarver Financial Group, LLC	76	$5.00K	0.00%	+1+1.3%	Added
Aventura Private Wealth, LLC	74	$5.21K	0.00%	+58+362.5%	Added
Wolff Wiese Magana LLC	81	$5.70K	0.00%	00.0%	Unchanged
Main Street Group, LTD	83	$5.84K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	83	$5.84K	0.00%	00.0%	Unchanged
Syntax Research, Inc.	83	$5.84K	0.00%	00.0%	Unchanged
Covestor Ltd	78	$6.00K	0.00%	+69+766.7%	Added
Bear Mountain Capital, Inc.	86	$6.04K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	90	$6.34K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	92	$6.48K	0.00%	+28+43.8%	Added
Breakwater Investment Management	96	$6.76K	0.00%	00.0%	Unchanged
Evermay Wealth Management LLC	100	$7.04K	0.00%	00.0%	Unchanged
CarsonAllaria Wealth Management, Ltd.	100	$7.04K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	100	$7.04K	0.01%	00.0%	Unchanged
Bare Financial Services, Inc	102	$7.18K	0.00%	+75+277.8%	Added
MB, Levis & Associates, LLC	107	$7.56K	0.00%	+1+0.9%	Added
Morse Asset Management, Inc	110	$7.75K	0.00%	+110	New
Center for Financial Planning, Inc.	112	$7.89K	0.00%	00.0%	Unchanged
Park Square Financial Group, LLC	115	$8.10K	0.01%	00.0%	Unchanged
Blume Capital Management, Inc.	116	$8.17K	0.00%	+16+16.0%	Added
GFG Capital, LLC	117	$8.24K	0.00%	+117	New
YANKCOM Partnership	122	$8.59K	0.00%	00.0%	Unchanged
Clark Wealth Partners	124	$8.77K	0.01%	+1+0.8%	Added
Newbridge Financial Services Group, Inc.	125	$8.77K	0.00%	+2+1.6%	Added
Compass Financial Services Inc	125	$8.80K	0.00%	00.0%	Unchanged
Pinney & Scofield, Inc.	130	$9.15K	0.01%	00.0%	Unchanged
Bank of Jackson Hole Trust	136	$9.58K	0.01%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	136	$9.61K	0.01%	+1+0.7%	Added
Signature Resources Capital Management, LLC	139	$9.79K	0.01%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	142	$10.0K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	143	$10.0K	0.00%	00.0%	Unchanged
Pension & Wealth Management Advisors, Inc.	143	$10.1K	0.00%	+143	New
SWAN Capital LLC	147	$10.3K	0.00%	+116+374.2%	Added
Cape Investment Advisory, Inc.	150	$10.6K	0.00%	−10−6.3%	Reduced
Nemes Rush Group LLC	150	$10.6K	0.00%	−5−3.2%	Reduced
Lavaca Capital LLC	154	$10.8K	0.00%	00.0%	Unchanged
Halbert Hargrove Global Advisors, LLC	162	$11.4K	0.00%	−14−8.0%	Reduced
Zions Bancorporation, National Association	165	$11.6K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	165	$11.6K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	165	$11.6K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	166	$11.7K	0.01%	+166	New
Avondale Wealth Management	173	$12.2K	0.01%	00.0%	Unchanged
High Note Wealth, LLC	173	$12.2K	0.00%	00.0%	Unchanged
Cornerstone National Bank & Trust Co	175	$12.3K	0.01%	00.0%	Unchanged
Evelyn Partners Investment Management Services Ltd	178	$12.5K	0.00%	00.0%	Unchanged
Park Place Capital Corp	180	$12.8K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	183	$12.9K	0.00%	+4+2.2%	Added
Kathleen S. Wright Associates Inc.	189	$13.3K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	193	$13.6K	0.01%	00.0%	Unchanged
Garde Capital, Inc.	194	$13.7K	0.00%	00.0%	Unchanged
Hopwood Financial Services, Inc.	196	$13.8K	0.01%	00.0%	Unchanged
Prestige Wealth Management Group LLC	200	$14.1K	0.00%	00.0%	Unchanged
Future Financial Wealth Managment LLC	200	$14.1K	0.01%	00.0%	Unchanged
Kentucky Trust Co	200	$14.1K	0.01%	00.0%	Unchanged
Security National Bank	200	$14.1K	0.00%	+200	New
Front Row Advisors LLC	200	$14.1K	0.00%	+200	New
Financial Freedom, LLC	205	$14.5K	0.01%	−1−0.5%	Reduced
Truvestments Capital LLC	207	$14.6K	0.00%	−213−50.7%	Reduced
Hemington Wealth Management	219	$15.0K	0.00%	00.0%	Unchanged
Centennial Bank	215	$15.1K	0.01%	00.0%	Unchanged
BankPlus Trust Department	226	$15.9K	0.00%	−437−65.9%	Reduced