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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Moody National Bank Trust Division | 16,985 | $1.20M | 0.11% | −241−1.4% | Reduced |
| Next Level Private LLC | 17,046 | $1.20M | 0.39% | +59+0.3% | Added |
| Principal Street Partners, LLC | 17,112 | $1.20M | 0.12% | +11,395+199.3% | Added |
| SG Americas Securities, LLC | 17,123 | $1.21M | 0.01% | −267,914−94.0% | Reduced |
| Ballentine Partners, LLC | 17,196 | $1.21M | 0.02% | +2,074+13.7% | Added |
| Royal London Asset Management Ltd | 17,202 | $1.21M | 0.00% | +399+2.4% | Added |
| Poehling Capital Management, LLC | 17,223 | $1.21M | 0.28% | +17,223 | New |
| Evelyn Partners Investment Management LLP | 17,297 | $1.22M | 0.04% | −25−0.1% | Reduced |
| Benjamin Edwards Inc | 17,337 | $1.22M | 0.02% | +6,359+57.9% | Added |
| Coastal Bridge Advisors, LLC | 17,380 | $1.22M | 0.10% | +532+3.2% | Added |
| Wealthspire Advisors, LLC | 17,461 | $1.23M | 0.01% | +743+4.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,513 | $1.23M | 0.00% | −315−1.8% | Reduced |
| Mather Group, LLC. | 17,674 | $1.24M | 0.01% | +468+2.7% | Added |
| Prime Capital Investment Advisors, LLC | 18,098 | $1.27M | 0.02% | −8,872−32.9% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.29M | 0.30% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 18,304 | $1.29M | 0.38% | −694−3.7% | Reduced |
| Cullen Investment Group, Ltd. | 18,324 | $1.29M | 0.18% | +121+0.7% | Added |
| Victrix Investment Advisors | 18,355 | $1.29M | 0.57% | +225+1.2% | Added |
| HSBC Holdings PLC | 18,420 | $1.30M | 0.00% | −15−0.1% | Reduced |
| Flow Traders U.S. LLC | 18,502 | $1.30M | 0.05% | +18,502 | New |
| Greenleaf Trust | 18,601 | $1.31M | 0.01% | −70−0.4% | Reduced |
| Merit Financial Group, LLC | 18,679 | $1.32M | 0.01% | +7,145+61.9% | Added |
| MidWestOne Financial Group, Inc. | 18,830 | $1.33M | 0.17% | +88+0.5% | Added |
| Unified Investment Management | 18,996 | $1.34M | 1.43% | +269+1.4% | Added |
| Solstein Capital, LLC | 19,071 | $1.34M | 0.69% | −139−0.7% | Reduced |
| American Capital Advisory, LLC | 19,087 | $1.34M | 0.67% | −45−0.2% | Reduced |
| Recurrent Investment Advisors LLC | 52,591 | $1.35M | 0.11% | +503+1.0% | Added |
| Madison Asset Management, LLC | 19,180 | $1.35M | 0.01% | −5,105−21.0% | Reduced |
| Manske Wealth Management | 19,325 | $1.36M | 0.45% | +479+2.5% | Added |
| Leavell Investment Management, Inc. | 19,371 | $1.36M | 0.06% | −1,709−8.1% | Reduced |
| Baker Ellis Asset Management LLC | 19,400 | $1.37M | 0.19% | −900−4.4% | Reduced |
| Howard Capital Management Inc. | 19,402 | $1.37M | 0.02% | +5,805+42.7% | Added |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.37M | 0.33% | −1,938−9.1% | Reduced |
| Israel Discount Bank of New York | 19,424 | $1.37M | 5.19% | −50.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,903 | $1.40M | 0.10% | +114+0.6% | Added |
| Allspring Global Investments Holdings, LLC | 19,610 | $1.41M | 0.00% | +287+1.5% | Added |
| Great Valley Advisor Group, Inc. | 20,145 | $1.42M | 0.03% | −3,645−15.3% | Reduced |
| Miracle Mile Advisors, LLC | 20,275 | $1.43M | 0.02% | −1,327−6.1% | Reduced |
| Cookson Peirce & Co Inc | 20,332 | $1.43M | 0.06% | +6,238+44.3% | Added |
| Aaron Wealth Advisors | 20,369 | $1.43M | 0.15% | +870+4.5% | Added |
| Barry Investment Advisors, LLC | 20,458 | $1.44M | 0.36% | −102−0.5% | Reduced |
| Sendero Wealth Management, LLC | 20,489 | $1.44M | 0.18% | −2,752−11.8% | Reduced |
| Red Spruce Capital, LLC | 20,542 | $1.45M | 0.63% | −135−0.7% | Reduced |
| Mission Wealth Management, LP | 20,553 | $1.45M | 0.03% | −747−3.5% | Reduced |
| Permanens Capital L.P. | 20,704 | $1.46M | 0.20% | +2,764+15.4% | Added |
| GM Advisory Group, Inc. | 20,705 | $1.46M | 0.07% | −308−1.5% | Reduced |
| Hilltop Holdings Inc. | 20,798 | $1.46M | 0.09% | −698−3.2% | Reduced |
| Stonegate Investment Group, LLC | 21,025 | $1.48M | 0.04% | +1,498+7.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 21,131 | $1.49M | 0.52% | +184+0.9% | Added |
| Highland Capital Management, LLC | 21,161 | $1.49M | 0.08% | −550−2.5% | Reduced |
| Midwest Trust Co | 21,399 | $1.51M | 0.02% | +21,399 | New |
| Clearstead Advisors, LLC | 21,425 | $1.51M | 0.02% | −216−1.0% | Reduced |
| Two Sigma Investments, LP | 21,500 | $1.51M | 0.00% | −1,014,582−97.9% | Reduced |
| Ronald Blue Trust, Inc. | 21,681 | $1.53M | 0.02% | +177+0.8% | Added |
| Lowe Brockenbrough & Co Inc | 21,733 | $1.53M | 0.09% | −715−3.2% | Reduced |
| Herold Advisors, Inc. | 21,798 | $1.53M | 0.32% | +859+4.1% | Added |
| PFG Investments, LLC | 21,881 | $1.54M | 0.09% | −2,807−11.4% | Reduced |
| Valeo Financial Advisors, LLC | 21,896 | $1.54M | 0.04% | −2,750−11.2% | Reduced |
| Chilton Capital Management LLC | 21,998 | $1.55M | 0.06% | −1,684−7.1% | Reduced |
| Sterling Capital Management LLC | 22,160 | $1.56M | 0.02% | −834−3.6% | Reduced |
| Checchi Capital Advisers, LLC | 22,212 | $1.56M | 0.11% | −1,487−6.3% | Reduced |
| Excalibur Management Corp | 22,277 | $1.57M | 0.59% | −79−0.4% | Reduced |
| Garrett Wealth Advisory Group, LLC | 22,678 | $1.60M | 0.34% | +10.0% | Added |
| Wesbanco Bank Inc | 22,746 | $1.60M | 0.05% | +2,586+12.8% | Added |
| Hilltop National Bank | 22,946 | $1.62M | 0.42% | +22,946 | New |
| Bank Ozk | 22,970 | $1.62M | 0.62% | +1,234+5.7% | Added |
| Park National Corp | 23,216 | $1.63M | 0.05% | +51+0.2% | Added |
| Adviser Investments LLC | 23,314 | $1.64M | 0.02% | +16,608+247.7% | Added |
| Warren Averett Asset Management, LLC | 23,470 | $1.65M | 0.02% | +2,383+11.3% | Added |
| Wellington Shields Capital Management, LLC | 23,475 | $1.65M | 0.28% | −4,550−16.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 23,658 | $1.67M | 0.52% | −8,409−26.2% | Reduced |
| Coppell Advisory Solutions LLC | 23,539 | $1.67M | 0.20% | −3,539−13.1% | Reduced |
| Independent Advisor Alliance | 23,746 | $1.67M | 0.05% | +5,184+27.9% | Added |
| Greystone Financial Group, LLC | 23,818 | $1.68M | 0.28% | +499+2.1% | Added |
| CSS LLC | 23,859 | $1.68M | 0.11% | +8,540+55.7% | Added |
| Avidian Wealth Solutions, LLC | 23,919 | $1.68M | 0.07% | +464+2.0% | Added |
| LMCG Investments, LLC | 24,042 | $1.69M | 0.11% | −299−1.2% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.70M | 0.28% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 24,304 | $1.71M | 0.12% | +1,125+4.9% | Added |
| Bollard Group LLC | 24,319 | $1.71M | 0.04% | +1,310+5.7% | Added |
| Prosperity Consulting Group, LLC | 24,342 | $1.71M | 0.13% | −194−0.8% | Reduced |
| HighPoint Advisor Group LLC | 24,373 | $1.72M | 0.09% | −239−1.0% | Reduced |
| West Family Investments, Inc. | 24,418 | $1.72M | 0.45% | +5,045+26.0% | Added |
| Kelly Lawrence W & Associates Inc | 24,423 | $1.72M | 0.45% | −800−3.2% | Reduced |
| EP Wealth Advisors, LLC | 24,425 | $1.72M | 0.01% | +2,752+12.7% | Added |
| Mesirow Financial Investment Management, Inc. | 24,452 | $1.72M | 0.03% | +945+4.0% | Added |
| Shufro Rose & Co LLC | 23,514 | $1.72M | 0.14% | 00.0% | Unchanged |
| Phoenix Holdings Ltd. | 24,500 | $1.72M | 0.02% | −267−1.1% | Reduced |
| Howe & Rusling Inc | 24,530 | $1.73M | 0.13% | +124+0.5% | Added |
| Congress Wealth Management LLC | 24,587 | $1.73M | 0.02% | +12,155+97.8% | Added |
| Range Financial Group LLC | 24,705 | $1.74M | 0.68% | +343+1.4% | Added |
| Foster & Motley Inc | 24,708 | $1.74M | 0.10% | −565−2.2% | Reduced |
| Level Four Advisory Services, LLC | 24,791 | $1.75M | 0.06% | −1,753−6.6% | Reduced |
| Johnson Investment Counsel Inc | 24,988 | $1.76M | 0.02% | +273+1.1% | Added |
| DRW Securities, LLC | 25,171 | $1.77M | 0.12% | +25,171 | New |
| BTC Capital Management, Inc. | 25,167 | $1.77M | 0.14% | +809+3.3% | Added |
| Montag A & Associates Inc | 25,377 | $1.79M | 0.09% | −1,246−4.7% | Reduced |
| Absher Wealth Management, LLC | 25,383 | $1.79M | 0.22% | +767+3.1% | Added |
| Rhumbline Advisers | 25,385 | $1.79M | 0.00% | +600+2.4% | Added |
| Cherokee Insurance Co | 25,439 | $1.79M | 0.78% | 00.0% | Unchanged |