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 |
|---|---|---|---|---|---|
| Wetherby Asset Management Inc | 43,057 | $3.03M | 0.13% | +43,057 | New |
| Brown Advisory Inc | 43,283 | $3.05M | 0.00% | +1,008+2.4% | Added |
| Interval Partners, LP | 43,407 | $3.06M | 0.07% | +13,130+43.4% | Added |
| Aviso Financial Inc. | 43,481 | $3.06M | 0.14% | +2,312+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 43,905 | $3.09M | 0.04% | −1,740−3.8% | Reduced |
| HB Wealth Management, LLC | 43,989 | $3.10M | 0.02% | −4,239−8.8% | Reduced |
| Glass Wealth Management Co LLC | 44,013 | $3.10M | 1.65% | −75−0.2% | Reduced |
| Lincluden Management Ltd | 44,138 | $3.11M | 0.34% | −736−1.6% | Reduced |
| Regions Financial Corp | 45,674 | $3.22M | 0.02% | −2,929−6.0% | Reduced |
| Chicago Trust Co NA | 46,131 | $3.25M | 0.46% | +4,087+9.7% | Added |
| Wolverine Trading, LLC | 46,287 | $3.29M | 0.08% | +46,287 | New |
| Integrated Quantitative Investments LLC | 47,698 | $3.36M | 0.99% | −26,902−36.1% | Reduced |
| Oppenheimer & Co Inc | 47,851 | $3.37M | 0.04% | −938−1.9% | Reduced |
| AQR Capital Management LLC | 48,187 | $3.39M | 0.00% | +15,623+48.0% | Added |
| Lockheed Martin Investment Management Co | 48,490 | $3.41M | 0.12% | −80,500−62.4% | Reduced |
| Atom Investors LP | 48,776 | $3.43M | 0.30% | +48,776 | New |
| Sequoia Financial Advisors, LLC | 49,889 | $3.51M | 0.02% | +309+0.6% | Added |
| Intrepid Family Office LLC | 50,000 | $3.52M | 3.80% | −25,000−33.3% | Reduced |
| Concurrent Investment Advisors, LLC | 50,476 | $3.55M | 0.07% | +1,954+4.0% | Added |
| Vestmark Advisory Solutions, Inc. | 51,713 | $3.64M | 0.05% | +8,180+18.8% | Added |
| Huntington National Bank | 52,116 | $3.67M | 0.02% | +319+0.6% | Added |
| Stephens Inc | 52,359 | $3.69M | 0.05% | −2,154−4.0% | Reduced |
| Inspire Trust Co, N.A. | 53,000 | $3.73M | 0.77% | −7,000−11.7% | Reduced |
| Bridge Creek Capital Management LLC | 53,134 | $3.74M | 1.10% | +385+0.7% | Added |
| Deutsche Bank AG | 53,285 | $3.75M | 0.00% | −1,163,830−95.6% | Reduced |
| Bleakley Financial Group, LLC | 55,492 | $3.91M | 0.10% | +10,053+22.1% | Added |
| Fort Sheridan Advisors LLC | 55,665 | $3.92M | 0.56% | −3,226−5.5% | Reduced |
| Signaturefd, LLC | 55,943 | $3.94M | 0.07% | −3,096−5.2% | Reduced |
| Hedges Asset Management LLC | 56,100 | $3.95M | 3.17% | −15,000−21.1% | Reduced |
| Cardinal Capital Management | 56,767 | $4.00M | 0.59% | +832+1.5% | Added |
| Vident Advisory, LLC | 56,840 | $4.00M | 0.04% | −1,555−2.7% | Reduced |
| Deltec Asset Management LLC | 57,204 | $4.03M | 0.72% | 00.0% | Unchanged |
| Dodge & Cox | 57,213 | $4.03M | 0.00% | −250−0.4% | Reduced |
| Segall Bryant & Hamill, LLC | 57,526 | $4.05M | 0.06% | −4,500−7.3% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $4.05M | 0.14% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 58,269 | $4.10M | 4.54% | −1,004−1.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 59,164 | $4.17M | 0.12% | −13,895−19.0% | Reduced |
| Beddow Capital Management Inc | 59,226 | $4.17M | 1.65% | −2,625−4.2% | Reduced |
| Gilman Hill Asset Management, LLC | 59,278 | $4.17M | 0.68% | +100+0.2% | Added |
| Peapack Gladstone Financial Corp | 59,340 | $4.18M | 0.06% | −4,122−6.5% | Reduced |
| Brookmont Capital Management | 59,908 | $4.22M | 2.42% | −1,247−2.0% | Reduced |
| Exencial Wealth Advisors, LLC | 59,921 | $4.22M | 0.15% | −247−0.4% | Reduced |
| Griffin Asset Management, Inc. | 60,058 | $4.23M | 0.50% | −1,120−1.8% | Reduced |
| Ausdal Financial Partners, Inc. | 60,268 | $4.24M | 0.28% | −2,292−3.7% | Reduced |
| SBI Securities Co., Ltd. | 61,212 | $4.31M | 0.12% | −771−1.2% | Reduced |
| Palogic Value Management, L.P. | 61,294 | $4.32M | 1.82% | +696+1.1% | Added |
| Meritage Portfolio Management | 61,529 | $4.33M | 0.27% | −1,574−2.5% | Reduced |
| Assetmark, Inc | 61,946 | $4.36M | 0.01% | +10,023+19.3% | Added |
| Blair William & Co | 62,225 | $4.38M | 0.01% | −1,584−2.5% | Reduced |
| CWM, LLC | 62,249 | $4.38M | 0.02% | +12,968+26.3% | Added |
| Azimuth Capital Investment Management LLC | 62,800 | $4.42M | 0.16% | −260−0.4% | Reduced |
| Atria Investments LLC | 63,325 | $4.46M | 0.05% | +3,387+5.7% | Added |
| Naviter Wealth, LLC | 63,559 | $4.48M | 0.55% | +1,438+2.3% | Added |
| Bard Financial Services, Inc. | 65,100 | $4.58M | 0.55% | −1,000−1.5% | Reduced |
| Fiduciary Trust Co | 65,622 | $4.62M | 0.06% | −3,002−4.4% | Reduced |
| Weatherly Asset Management L. P. | 66,161 | $4.66M | 0.40% | +2,789+4.4% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.66M | 0.38% | 00.0% | Unchanged |
| Family Management Corp | 66,208 | $4.66M | 0.71% | +62,274+1,583.0% | Added |
| Lazard Asset Management LLC | 67,924 | $4.78M | 0.01% | −206−0.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 68,817 | $4.85M | 0.04% | +5,419+8.5% | Added |
| Pittenger & Anderson Inc | 68,835 | $4.85M | 0.18% | +12,700+22.6% | Added |
| YHB Investment Advisors, Inc. | 68,888 | $4.85M | 0.37% | +277+0.4% | Added |
| Tower Research Capital LLC (TRC) | 68,970 | $4.86M | 0.13% | +43,670+172.6% | Added |
| Advocate Group LLC | 68,976 | $4.86M | 0.87% | −576−0.8% | Reduced |
| Royce & Associates LP | 70,000 | $4.93M | 0.05% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 71,711 | $5.05M | 0.02% | +5,875+8.9% | Added |
| Cinctive Capital Management LP | 72,679 | $5.12M | 0.29% | +45,801+170.4% | Added |
| Banco Santander, S.A. | 73,108 | $5.15M | 0.05% | −7,500−9.3% | Reduced |
| Regency Capital Management Inc. | 73,557 | $5.18M | 2.72% | −630−0.8% | Reduced |
| Brinker Capital Investments, LLC | 73,706 | $5.19M | 0.04% | +3,793+5.4% | Added |
| Old National Bancorp | 73,718 | $5.19M | 0.09% | +63,158+598.1% | Added |
| MAI Capital Management | 74,111 | $5.22M | 0.04% | +2,653+3.7% | Added |
| Park Avenue Securities LLC | 75,731 | $5.33M | 0.05% | +20,894+38.1% | Added |
| Kestra Advisory Services, LLC | 75,901 | $5.34M | 0.03% | +10,132+15.4% | Added |
| Nikko Asset Management Americas, Inc. | 76,248 | $5.37M | 0.05% | −5,136−6.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 76,248 | $5.37M | 0.00% | −8,576−10.1% | Reduced |
| Ritholtz Wealth Management | 76,641 | $5.40M | 0.12% | −1,085−1.4% | Reduced |
| tru Independence LLC | 78,301 | $5.51M | 1.59% | +70+0.1% | Added |
| Cary Street Partners Financial LLC | 78,585 | $5.53M | 0.16% | +2,655+3.5% | Added |
| SIR Capital Management, L.P. | 80,401 | $5.66M | 0.50% | −57,100−41.5% | Reduced |
| Clearbridge Investments, LLC | 81,544 | $5.74M | 0.00% | −1,824−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 81,013 | $5.76M | 0.04% | −24,267−23.0% | Reduced |
| Hennessy Advisors Inc | 82,000 | $5.77M | 0.19% | 00.0% | Unchanged |
| Corigliano Investment Advisers, LLC | 84,500 | $5.95M | 1.87% | +84,500 | New |
| South State Corp. | 84,557 | $5.95M | 0.26% | +567+0.7% | Added |
| Renaissance Group LLC | 85,029 | $5.99M | 0.23% | +120.0% | Added |
| Kempner Capital Management Inc. | 86,050 | $6.06M | 3.24% | 00.0% | Unchanged |
| New England Asset Management Inc | 86,535 | $6.09M | 0.95% | +495+0.6% | Added |
| Neville Rodie & Shaw Inc | 86,925 | $6.12M | 0.45% | −8,375−8.8% | Reduced |
| Claret Asset Management Corp | 88,538 | $6.23M | 0.81% | −244−0.3% | Reduced |
| Stansberry Asset Management, LLC | 88,692 | $6.24M | 0.68% | −259,100−74.5% | Reduced |
| Keybank National Association | 89,818 | $6.32M | 0.02% | −1,282−1.4% | Reduced |
| Brown Brothers Harriman & Co | 89,985 | $6.34M | 0.04% | +1,968+2.2% | Added |
| TownSquare Capital, LLC | 90,224 | $6.35M | 0.62% | −128,986−58.8% | Reduced |
| GTS Securities LLC | 90,436 | $6.37M | 0.28% | +78,484+656.7% | Added |
| Fifth Third Bancorp | 91,058 | $6.41M | 0.02% | −4,867−5.1% | Reduced |
| Heritage Investors Management Corp | 93,583 | $6.59M | 0.21% | −2,052−2.1% | Reduced |
| Nixon Peabody Trust Co | 94,087 | $6.62M | 0.51% | +15,359+19.5% | Added |
| RSM US Wealth Management LLC | 94,450 | $6.65M | 0.09% | −102−0.1% | Reduced |
| HITE Hedge Asset Management LLC | 95,424 | $6.72M | 0.39% | +95,424 | New |