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 |
|---|---|---|---|---|---|
| Binnacle Investments Inc | 228 | $16.1K | 0.01% | +93+68.9% | Added |
| Advantage Trust Co | 229 | $16.1K | 0.01% | +229 | New |
| Tradewinds Capital Management, LLC | 233 | $16.4K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 234 | $16.5K | 0.00% | +121+107.1% | Added |
| Retirement Wealth Solutions LLC | 237 | $16.7K | 0.01% | −13−5.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 236 | $17.3K | 0.01% | +236 | New |
| Kiker Wealth Management, LLC | 255 | $18.0K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 258 | $18.2K | 0.03% | +258 | New |
| First United Bank Trust | 265 | $18.7K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 265 | $18.9K | 0.01% | +3+1.1% | Added |
| Nalls Sherbakoff Group, LLC | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 270 | $19.0K | 0.00% | −104−27.8% | Reduced |
| Creekmur Asset Management LLC | 276 | $19.4K | 0.00% | +2+0.7% | Added |
| Evelyn Partners Asset Management Ltd | 276 | $19.4K | 0.00% | −590−68.1% | Reduced |
| Albion Financial Group | 278 | $19.6K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 285 | $20.1K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $21.1K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $21.1K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 313 | $22.0K | 0.01% | +13+4.3% | Added |
| MPWM Advisory Solutions, LLC | 319 | $22.4K | 0.01% | −22−6.5% | Reduced |
| ORG Partners LLC | 315 | $22.5K | 0.00% | +42+15.4% | Added |
| CGC Financial Services, LLC | 324 | $22.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $23.0K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $23.8K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 345 | $24.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 348 | $24.8K | 0.00% | +348 | New |
| Brown, Lisle/Cummings, Inc. | 356 | $25.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 360 | $25.3K | 0.01% | +60+20.0% | Added |
| HHM Wealth Advisors, LLC | 371 | $26.1K | 0.00% | −45−10.8% | Reduced |
| Robinswood Financial LLC | 383 | $27.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 384 | $27.0K | 0.00% | +116+43.3% | Added |
| Johnson Financial Group, Inc. | 384 | $27.0K | 0.00% | −486−55.9% | Reduced |
| Provenance Wealth Advisors, LLC | 390 | $27.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 392 | $27.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 392 | $27.6K | 0.00% | +30+8.3% | Added |
| WPG Advisers, LLC | 393 | $27.7K | 0.02% | +183+87.1% | Added |
| JNBA Financial Advisors | 400 | $28.2K | 0.00% | −147−26.9% | Reduced |
| GHP Investment Advisors, Inc. | 400 | $28.2K | 0.00% | −65−14.0% | Reduced |
| Y.D. More Investments Ltd | 400 | $28.2K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 402 | $28.3K | 0.02% | +402 | New |
| Atticus Wealth Management, LLC | 414 | $29.1K | 0.01% | +414 | New |
| CoreFirst Bank & Trust | 439 | $30.9K | 0.02% | +439 | New |
| Valley National Advisers Inc | 443 | $31.0K | 0.01% | −71−13.8% | Reduced |
| Raleigh Capital Management Inc. | 442 | $31.1K | 0.01% | +442 | New |
| Fortitude Family Office, LLC | 450 | $31.7K | 0.01% | −40−8.2% | Reduced |
| Concord Wealth Partners | 464 | $32.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 471 | $33.2K | 0.01% | +4+0.9% | Added |
| Dunhill Financial, LLC | 475 | $33.4K | 0.01% | +475 | New |
| Transce3nd, LLC | 488 | $34.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 492 | $34.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 480 | $34.7K | 0.00% | +161+50.5% | Added |
| Harbor Investment Advisory, LLC | 493 | $34.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $35.2K | 0.01% | −201−28.7% | Reduced |
| First Pacific Financial | 500 | $35.2K | 0.01% | +100+25.0% | Added |
| Key Financial Inc | 502 | $35.4K | 0.01% | −300−37.4% | Reduced |
| Tortoise Investment Management, LLC | 508 | $35.8K | 0.00% | +1+0.2% | Added |
| Cheviot Value Management, LLC | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 523 | $36.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 565 | $39.8K | 0.01% | −335−37.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $40.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 575 | $40.5K | 0.03% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 580 | $40.8K | 0.05% | 00.0% | Unchanged |
| TD Capital Management LLC | 582 | $41.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 587 | $41.3K | 0.00% | −16−2.7% | Reduced |
| Legacy Bridge, LLC | 600 | $42.2K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 608 | $42.8K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 654 | $46.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 662 | $46.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 671 | $47.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 674 | $47.4K | 0.00% | −2,624−79.6% | Reduced |
| Fourth Dimension Wealth, LLC | 682 | $48.0K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 689 | $48.5K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 725 | $50.0K | 0.02% | −73−9.1% | Reduced |
| Vermillion Wealth Management, Inc. | 721 | $50.8K | 0.02% | +5+0.7% | Added |
| Caldwell Sutter Capital, Inc. | 726 | $51.1K | 0.02% | −2−0.3% | Reduced |
| Private Wealth Asset Management, LLC | 727 | $51.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 739 | $52.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 739 | $52.1K | 0.04% | +96+14.9% | Added |
| TFC Financial Management | 741 | $52.2K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $52.8K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 753 | $53.0K | 0.03% | +430+133.1% | Added |
| Armstrong Advisory Group, Inc | 757 | $53.3K | 0.00% | −334−30.6% | Reduced |
| Founders Capital Management | 770 | $54.2K | 0.03% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 815 | $57.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 837 | $58.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 867 | $62.8K | 0.01% | +119+15.9% | Added |
| Accredited Wealth Management, LLC | 900 | $63.4K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 928 | $65.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 932 | $65.6K | 0.01% | +57+6.5% | Added |
| Fairscale Capital, LLC | 920 | $66.4K | 0.05% | +470+104.4% | Added |
| Barrett & Company, Inc. | 951 | $67.0K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 951 | $67.0K | 0.06% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 928 | $67.1K | 0.02% | +928 | New |
| Sawyer & Company, Inc | 891 | $69.1K | 0.02% | −174−16.3% | Reduced |
| Roxbury Financial LLC | 1,054 | $74.2K | 0.07% | +7+0.7% | Added |
| Golden State Wealth Management, LLC | 1,094 | $77.1K | 0.01% | −4−0.4% | Reduced |
| American National Bank | 1,100 | $77.5K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,111 | $78.0K | 0.00% | +10+0.9% | Added |