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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 98,639 | $6.95M | 0.10% | −440.0% | Reduced |
| Callan Family Office, LLC | 98,803 | $6.96M | 0.22% | +56,167+131.7% | Added |
| Eagle Global Advisors LLC | 99,789 | $7.03M | 0.28% | +730+0.7% | Added |
| Baird Financial Group, Inc. | 101,843 | $7.17M | 0.01% | −23,799−18.9% | Reduced |
| Quadrant Capital Group LLC | 101,903 | $7.17M | 0.26% | −2,923−2.8% | Reduced |
| Eldred Rock Partners, LLC | 104,435 | $7.35M | 2.23% | +59+0.1% | Added |
| Augustine Asset Management Inc | 105,121 | $7.40M | 1.98% | +496+0.5% | Added |
| Abc Arbitrage SA | 105,129 | $7.40M | 0.85% | +49,682+89.6% | Added |
| Eastover Investment Advisors LLC | 106,097 | $7.47M | 3.35% | +1,402+1.3% | Added |
| Thornburg Investment Management Inc | 106,230 | $7.48M | 0.10% | +1,953+1.9% | Added |
| GWM Advisors LLC | 109,483 | $7.71M | 0.04% | +4,500+4.3% | Added |
| Atlantic Union Bankshares Corp | 110,144 | $7.76M | 0.18% | +104,507+1,853.9% | Added |
| Cutler Capital Management, LLC | 110,656 | $7.79M | 2.71% | −400−0.4% | Reduced |
| Susquehanna International Group, LLP | 111,107 | $7.82M | 0.01% | +79,988+257.0% | Added |
| Pinnacle Financial Partners Inc | 111,297 | $7.84M | 0.16% | +7,773+7.5% | Added |
| Ci Investments Inc. | 112,440 | $7.92M | 0.03% | −450.0% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.01M | 1.86% | 00.0% | Unchanged |
| Janney Capital Management LLC | 117,622 | $8.28M | 0.53% | −2,124−1.8% | Reduced |
| Federated Hermes, Inc. | 118,448 | $8.34M | 0.02% | −2,668−2.2% | Reduced |
| Callodine Capital Management, LP | 125,000 | $8.80M | 0.91% | +125,000 | New |
| Y-Intercept (Hong Kong) Ltd | 125,292 | $8.82M | 0.22% | +39,477+46.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 125,778 | $8.86M | 0.03% | −9,601−7.1% | Reduced |
| Avantax Advisory Services, Inc. | 126,300 | $8.89M | 0.05% | +4,690+3.9% | Added |
| RMB Capital Management, LLC | 128,988 | $9.08M | 0.17% | −9,961−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 129,953 | $9.15M | 0.03% | +3,206+2.5% | Added |
| JustInvest LLC | 130,309 | $9.18M | 0.10% | +2,650+2.1% | Added |
| Bragg Financial Advisors, Inc | 133,608 | $9.41M | 0.34% | −1,120−0.8% | Reduced |
| Pathstone Holdings, LLC | 133,747 | $9.42M | 0.04% | −62,555−31.9% | Reduced |
| Sit Investment Associates Inc | 136,030 | $9.58M | 0.20% | −770−0.6% | Reduced |
| Capital International Inc | 136,059 | $9.58M | 0.09% | +46,493+51.9% | Added |
| Captrust Financial Advisors | 137,086 | $9.65M | 0.02% | +7,179+5.5% | Added |
| MML Investors Services, LLC | 137,575 | $9.69M | 0.03% | +16,626+13.7% | Added |
| Sanctuary Advisors, LLC | 138,041 | $9.72M | 0.06% | +3,242+2.4% | Added |
| Synovus Financial Corp | 140,945 | $9.92M | 0.12% | +7,429+5.6% | Added |
| Woodstock Corp | 143,466 | $10.1M | 0.93% | −276−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 144,033 | $10.1M | 0.67% | +3,719+2.7% | Added |
| Prospera Financial Services Inc | 150,607 | $10.6M | 0.20% | +7,679+5.4% | Added |
| Ibex Wealth Advisors | 151,522 | $10.7M | 1.14% | +5,872+4.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 153,091 | $10.8M | 0.02% | +11,343+8.0% | Added |
| Quadrature Capital Ltd | 155,336 | $10.9M | 0.19% | +155,336 | New |
| Cohen Klingenstein LLC | 157,098 | $11.1M | 0.37% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 157,111 | $11.1M | 0.17% | −8,081−4.9% | Reduced |
| Quantinno Capital Management LP | 157,535 | $11.1M | 0.05% | +32,990+26.5% | Added |
| Edgemoor Investment Advisors, Inc. | 159,653 | $11.2M | 0.97% | +1,680+1.1% | Added |
| Two Sigma Advisers, LP | 159,800 | $11.3M | 0.02% | −553,000−77.6% | Reduced |
| Jones Financial Companies LLLP | 160,867 | $11.4M | 0.01% | +35,480+28.3% | Added |
| National Bank of Canada | 164,173 | $11.6M | 0.01% | +13,337+8.8% | Added |
| Advisor Group Holdings, Inc. | 166,236 | $11.7M | 0.02% | +15,224+10.1% | Added |
| Euro Pacific Asset Management, LLC | 166,870 | $11.8M | 1.90% | −5,152−3.0% | Reduced |
| Foresight Global Investors, Inc. | 168,990 | $11.9M | 8.45% | +555+0.3% | Added |
| FineMark National Bank & Trust | 171,671 | $12.1M | 0.41% | −1,037−0.6% | Reduced |
| Country Club Bank | 170,793 | $12.1M | 0.76% | −1,498−0.9% | Reduced |
| Mercer Global Advisors Inc | 174,109 | $12.3M | 0.03% | +11,788+7.3% | Added |
| Janney Montgomery Scott LLC | 174,516 | $12.3M | 0.03% | −1,008−0.6% | Reduced |
| Cetera Investment Advisers | 175,115 | $12.3M | 0.02% | −4,045−2.3% | Reduced |
| Huber Capital Management LLC | 175,301 | $12.3M | 2.10% | −27,751−13.7% | Reduced |
| Oppenheimer Asset Management Inc. | 178,164 | $12.5M | 0.14% | +850.0% | Added |
| D.A. Davidson & Co. | 181,292 | $12.8M | 0.09% | −4,354−2.3% | Reduced |
| Van Hulzen Asset Management, LLC | 182,830 | $12.9M | 1.07% | +1,000+0.5% | Added |
| Evergreen Capital Management LLC | 183,093 | $12.9M | 0.39% | +9,195+5.3% | Added |
| Glenmede Investment Management, LP | 183,944 | $13.0M | 0.07% | +183,944 | New |
| Allied Investment Advisors, LLC | 185,186 | $13.0M | 2.28% | +3,559+2.0% | Added |
| Stamos Capital Partners, L.P. | 192,334 | $13.5M | 2.43% | +78,724+69.3% | Added |
| Colony Group, LLC | 198,895 | $14.0M | 0.03% | +9,222+4.9% | Added |
| HRT Financial LP | 201,880 | $14.2M | 0.06% | −23,483−10.4% | Reduced |
| Wedge Capital Management L L P | 203,210 | $14.3M | 0.26% | −27,716−12.0% | Reduced |
| Citigroup Inc | 207,920 | $14.6M | 0.01% | −57,406−21.6% | Reduced |
| SCS Capital Management LLC | 208,539 | $14.7M | 0.16% | +165,114+380.2% | Added |
| M&T Bank Corp | 214,093 | $15.1M | 0.05% | −190−0.1% | Reduced |
| Becker Capital Management Inc | 214,758 | $15.1M | 0.47% | −1,482−0.7% | Reduced |
| South Dakota Investment Council | 218,821 | $15.4M | 0.30% | +7,300+3.5% | Added |
| Manning & Napier Advisors LLC | 221,764 | $15.6M | 0.19% | +77,767+54.0% | Added |
| Logan Capital Management Inc | 227,826 | $16.0M | 0.75% | −63,430−21.8% | Reduced |
| 1832 Asset Management L.P. | 227,887 | $16.0M | 0.03% | −6,659−2.8% | Reduced |
| Davenport & Co LLC | 232,026 | $16.3M | 0.09% | +1140.0% | Added |
| Klingenstein Fields & Co LP | 236,505 | $16.7M | 0.66% | −5,062−2.1% | Reduced |
| Truist Financial Corp | 237,451 | $16.7M | 0.02% | −10,022−4.0% | Reduced |
| Americana Partners, LLC | 237,616 | $16.7M | 0.58% | +1,941+0.8% | Added |
| Sapient Capital LLC | 242,786 | $17.1M | 0.31% | −1,992−0.8% | Reduced |
| Northwest & Ethical Investments L.P. | 249,786 | $17.6M | 0.44% | −26,320−9.5% | Reduced |
| Grandfield & Dodd, LLC | 251,887 | $17.7M | 1.04% | −2,399−0.9% | Reduced |
| SEI Investments Co | 264,922 | $18.7M | 0.02% | +48,362+22.3% | Added |
| O'Shaughnessy Asset Management, LLC | 266,938 | $18.8M | 0.13% | −14,467−5.1% | Reduced |
| Anchor Capital Advisors LLC | 267,854 | $18.9M | 0.55% | +390.0% | Added |
| QRG Capital Management, Inc. | 269,160 | $19.0M | 0.17% | +29,064+12.1% | Added |
| Charles Schwab Investment Management Inc | 279,728 | $19.7M | 0.00% | +27,331+10.8% | Added |
| Willis Johnson & Associates, Inc. | 283,582 | $20.0M | 1.36% | −9,405−3.2% | Reduced |
| American Assets Investment Management, LLC | 286,000 | $20.1M | 1.62% | +65,000+29.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 287,610 | $20.3M | 1.43% | −606−0.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 290,254 | $20.4M | 0.01% | +19,773+7.3% | Added |
| Optiver Holding B.V. | 299,705 | $21.1M | 0.57% | +299,705 | New |
| Balyasny Asset Management LLC | 302,232 | $21.3M | 0.05% | +281,211+1,337.8% | Added |
| Harvest Portfolios Group Inc. | 304,409 | $21.4M | 0.50% | −4,750−1.5% | Reduced |
| Toroso Investments, LLC | 306,206 | $21.6M | 0.14% | −6,714−2.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 308,991 | $22.2M | 0.04% | −48,347−13.5% | Reduced |
| Guardian Capital LP | 317,512 | $22.4M | 0.79% | +7,882+2.5% | Added |
| Mariner, LLC | 320,174 | $22.5M | 0.03% | −3,536−1.1% | Reduced |
| US Bancorp | 328,405 | $23.1M | 0.03% | −30,877−8.6% | Reduced |
| HighTower Advisors, LLC | 329,578 | $23.2M | 0.03% | −36,542−10.0% | Reduced |
| TruWealth Advisors, LLC | 332,544 | $23.4M | 1.29% | +8,429+2.6% | Added |