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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 25,584 | $1.80M | 0.02% | −934−3.5% | Reduced |
| Insigneo Advisory Services, LLC | 25,772 | $1.81M | 0.16% | +63+0.2% | Added |
| Game Creek Capital, LP | 25,875 | $1.82M | 0.93% | −625−2.4% | Reduced |
| Altman Advisors, Inc. | 25,997 | $1.85M | 0.76% | +993+4.0% | Added |
| Reik & Co., LLC | 26,411 | $1.86M | 0.46% | −17,590−40.0% | Reduced |
| Waters Parkerson & Co., LLC | 26,713 | $1.88M | 0.09% | −375−1.4% | Reduced |
| 44 Wealth Management LLC | 26,895 | $1.89M | 0.67% | +2,707+11.2% | Added |
| Archford Capital Strategies, LLC | 26,896 | $1.89M | 0.24% | +26,896 | New |
| ARS Wealth Advisors Group, LLC | 26,967 | $1.90M | 0.22% | −2,659−9.0% | Reduced |
| Octavia Wealth Advisors, LLC | 26,999 | $1.90M | 0.22% | −1,170−4.2% | Reduced |
| Sentinel Trust Co Lba | 27,750 | $1.95M | 0.21% | +230+0.8% | Added |
| Scotia Capital Inc. | 27,756 | $1.95M | 0.01% | −4,773−14.7% | Reduced |
| Snowden Capital Advisors LLC | 27,805 | $1.96M | 0.06% | −4,833−14.8% | Reduced |
| Potomac Fund Management Inc | 27,724 | $1.96M | 0.11% | +906+3.4% | Added |
| Caldwell Trust Co | 27,841 | $1.96M | 0.20% | +855+3.2% | Added |
| Bahl & Gaynor Inc | 28,050 | $1.98M | 0.01% | −4,000−12.5% | Reduced |
| J.W. Cole Advisors, Inc. | 28,279 | $1.99M | 0.04% | −123−0.4% | Reduced |
| Earnest Partners LLC | 28,290 | $1.99M | 0.01% | −1,011−3.5% | Reduced |
| CWA Asset Management Group, LLC | 28,586 | $2.01M | 0.09% | +4,558+19.0% | Added |
| Farringdon Capital, Ltd. | 28,599 | $2.01M | 0.68% | +28,599 | New |
| Cornerstone Select Advisors, LLC | 28,734 | $2.02M | 1.78% | −1,485−4.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,940 | $2.04M | 0.01% | +8,616+42.4% | Added |
| SeaCrest Wealth Management, LLC | 28,956 | $2.04M | 0.22% | −832−2.8% | Reduced |
| Stolper Co | 28,966 | $2.04M | 0.67% | −140.0% | Reduced |
| Burney Co | 28,977 | $2.04M | 0.07% | −1,040−3.5% | Reduced |
| United Capital Financial Advisers, LLC | 29,011 | $2.04M | 0.02% | +1,703+6.2% | Added |
| Iams Wealth Management, LLC | 29,203 | $2.06M | 0.94% | +325+1.1% | Added |
| Brooks, Moore & Associates, Inc. | 28,568 | $2.06M | 1.11% | +100+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 29,344 | $2.07M | 0.58% | −71−0.2% | Reduced |
| Spears Abacus Advisors LLC | 29,548 | $2.08M | 0.04% | +39+0.1% | Added |
| Atomi Financial Group, Inc. | 29,580 | $2.08M | 0.08% | −8,913−23.2% | Reduced |
| Perigon Wealth Management, LLC | 29,676 | $2.09M | 0.05% | −1,149−3.7% | Reduced |
| Regatta Capital Group, LLC | 30,027 | $2.11M | 0.36% | +773+2.6% | Added |
| TD Private Client Wealth LLC | 30,442 | $2.14M | 0.05% | +3,947+14.9% | Added |
| Harbour Investment Management LLC | 30,638 | $2.16M | 0.93% | −420−1.4% | Reduced |
| Simmons Bank | 30,856 | $2.17M | 0.15% | −330−1.1% | Reduced |
| State Street Corp | 30,928 | $2.18M | 0.00% | −9,207−22.9% | Reduced |
| Sierra Capital LLC | 31,266 | $2.20M | 0.25% | +551+1.8% | Added |
| Great Lakes Retirement, Inc. | 31,436 | $2.21M | 0.26% | +2,599+9.0% | Added |
| Whittier Trust Co of Nevada Inc | 31,765 | $2.24M | 0.05% | +5,637+21.6% | Added |
| Galilei Investment Office LLP | 63,920 | $2.25M | 1.14% | +63,920 | New |
| GFS Advisors, LLC | 32,177 | $2.27M | 0.31% | +32,177 | New |
| Wambolt & Associates, LLC | 32,227 | $2.29M | 0.77% | −1,198−3.6% | Reduced |
| apricus wealth, LLC | 32,705 | $2.30M | 1.34% | +2,465+8.2% | Added |
| BBR Partners, LLC | 32,890 | $2.32M | 0.14% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 32,978 | $2.32M | 0.17% | −2,270−6.4% | Reduced |
| InvesTrust | 33,013 | $2.32M | 0.90% | −47,121−58.8% | Reduced |
| DMKC Advisory Services, LLC | 33,167 | $2.33M | 1.22% | +2,650+8.7% | Added |
| Rathbone Brothers plc | 33,165 | $2.34M | 0.01% | −1,504−4.3% | Reduced |
| Thrivent Financial for Lutherans | 33,222 | $2.35M | 0.01% | +18,487+125.5% | Added |
| Roberts Wealth Advisors, LLC | 33,902 | $2.39M | 0.69% | +272+0.8% | Added |
| Private Advisor Group, LLC | 34,073 | $2.40M | 0.01% | −1,718−4.8% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.41M | 0.19% | 00.0% | Unchanged |
| Whittier Trust Co | 34,262 | $2.41M | 0.03% | +3,361+10.9% | Added |
| Forum Financial Management, LP | 34,261 | $2.41M | 0.04% | −6,655−16.3% | Reduced |
| Pettyjohn, Wood & White, Inc | 34,352 | $2.42M | 0.43% | −450−1.3% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 34,514 | $2.43M | 0.12% | +14,979+76.7% | Added |
| Parallax Volatility Advisers, L.P. | 34,816 | $2.45M | 0.10% | −130,674−79.0% | Reduced |
| Nelson Capital Management, LLC | 35,273 | $2.48M | 0.33% | −146−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 35,445 | $2.50M | 0.03% | +399+1.1% | Added |
| NewEdge Wealth, LLC | 35,320 | $2.52M | 0.04% | −1,972−5.3% | Reduced |
| Limestone Investment Advisors LP | 36,000 | $2.53M | 1.10% | +36,000 | New |
| Skopos Labs, Inc. | 36,059 | $2.54M | 0.33% | +18,906+110.2% | Added |
| Commerce Bank | 36,068 | $2.54M | 0.01% | +2,639+7.9% | Added |
| Forefront Wealth Management Inc. | 36,073 | $2.54M | 2.04% | −70.0% | Reduced |
| Advisors Asset Management, Inc. | 36,098 | $2.54M | 0.05% | −1,483−3.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 36,136 | $2.54M | 0.02% | −1,315−3.5% | Reduced |
| Portside Wealth Group, LLC | 36,157 | $2.55M | 0.38% | +797+2.3% | Added |
| Fiduciary Alliance LLC | 36,213 | $2.55M | 0.19% | +72+0.2% | Added |
| Vise Technologies, Inc. | 36,303 | $2.56M | 0.11% | +36,303 | New |
| Quest Investment Management LLC | 36,312 | $2.56M | 0.28% | +16,312+81.6% | Added |
| Continental Advisors LLC | 36,520 | $2.57M | 1.84% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 36,565 | $2.57M | 0.08% | −439−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 36,567 | $2.57M | 0.04% | +191+0.5% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.60M | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 36,974 | $2.60M | 0.02% | +6,218+20.2% | Added |
| Altshuler Shaham Ltd | 37,000 | $2.61M | 0.08% | 00.0% | Unchanged |
| Altrafin AG | 37,461 | $2.64M | 0.89% | −12,718−25.3% | Reduced |
| Hantz Financial Services, Inc. | 37,693 | $2.65M | 0.04% | +17,316+85.0% | Added |
| Gluskin Sheff & Assoc Inc | 37,707 | $2.65M | 0.32% | −19,248−33.8% | Reduced |
| Mitchell Capital Management Co | 38,079 | $2.68M | 0.50% | −4,090−9.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38,122 | $2.68M | 0.09% | +1,166+3.2% | Added |
| Advisors Management Group Inc | 38,231 | $2.69M | 0.51% | −479−1.2% | Reduced |
| HF Advisory Group, LLC | 38,465 | $2.71M | 1.07% | +6,499+20.3% | Added |
| Asio Capital, LLC | 38,523 | $2.71M | 0.45% | +2,108+5.8% | Added |
| Allworth Financial LP | 38,541 | $2.71M | 0.01% | +4,612+13.6% | Added |
| Drexel Morgan & Co. | 38,544 | $2.71M | 0.48% | 00.0% | Unchanged |
| HORAN Wealth, LLC | 38,580 | $2.72M | 0.83% | +38,580 | New |
| Advisory Services Network, LLC | 37,930 | $2.74M | 0.04% | +3,009+8.6% | Added |
| Yousif Capital Management, LLC | 38,919 | $2.74M | 0.03% | +2,665+7.4% | Added |
| Integrated Wealth Concepts LLC | 39,041 | $2.75M | 0.03% | +2,858+7.9% | Added |
| Columbia Asset Management | 40,512 | $2.85M | 0.56% | +100+0.2% | Added |
| Bryn Mawr Trust Co | 40,611 | $2.86M | 0.05% | −4,711−10.4% | Reduced |
| Lido Advisors, LLC | 40,638 | $2.86M | 0.02% | +2,585+6.8% | Added |
| CIBC Asset Management Inc | 40,763 | $2.87M | 0.01% | +204+0.5% | Added |
| Baker Avenue Asset Management, LP | 41,066 | $2.89M | 0.08% | −176−0.4% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,154 | $2.90M | 0.09% | +1,768+4.5% | Added |
| Pitcairn Co | 41,325 | $2.91M | 0.19% | −6,011−12.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 42,450 | $2.99M | 0.33% | −25−0.1% | Reduced |
| Moors & Cabot, Inc. | 42,553 | $3.00M | 0.14% | −4,583−9.7% | Reduced |