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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 1,118 | $78.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,142 | $80.0K | 0.02% | −7−0.6% | Reduced |
| Citizens National Bank Trust Department | 1,147 | $80.8K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 1,163 | $81.9K | 0.01% | +1,163 | New |
| Briaud Financial Planning, Inc | 1,193 | $83.0K | 0.03% | +130+12.2% | Added |
| BOK Financial Private Wealth, Inc. | 1,186 | $83.5K | 0.01% | −417−26.0% | Reduced |
| Itau Unibanco Holding S.A. | 1,199 | $84.4K | 0.00% | +125+11.6% | Added |
| Marshall & Sullivan Inc | 1,200 | $84.5K | 0.04% | +1,200 | New |
| Chesapeake Asset Management LLC | 1,245 | $87.7K | 0.08% | −260−17.3% | Reduced |
| Princeton Global Asset Management LLC | 1,247 | $87.8K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 1,266 | $89.1K | 0.01% | −497−28.2% | Reduced |
| Union Savings Bank | 1,249 | $90.2K | 0.04% | 00.0% | Unchanged |
| City State Bank | 1,282 | $90.3K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1,283 | $90.3K | 0.01% | +413+47.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $91.5K | 0.03% | 00.0% | Unchanged |
| FIL Ltd | 1,332 | $93.8K | 0.00% | +57+4.5% | Added |
| First Command Advisory Services, Inc. | 1,379 | $97.1K | 0.00% | +250+22.1% | Added |
| TSFG, LLC | 1,436 | $101.0K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,439 | $101.3K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,453 | $102.3K | 0.01% | +18+1.3% | Added |
| CoreCap Advisors, LLC | 1,456 | $102.5K | 0.00% | −236−13.9% | Reduced |
| Rossby Financial, LCC | 1,460 | $102.8K | 0.04% | +1,165+394.9% | Added |
| Indiana Trust & Investment Management CO | 1,521 | $107.1K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,542 | $108.6K | 0.02% | +68+4.6% | Added |
| GeoWealth Management, LLC | 1,600 | $112.7K | 0.00% | +50+3.2% | Added |
| Winthrop Capital Management, LLC | 1,616 | $114.0K | 0.03% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,647 | $116.0K | 0.03% | +7+0.4% | Added |
| Ameliora Wealth Management Ltd. | 1,720 | $121.1K | 0.04% | 00.0% | Unchanged |
| Traub Capital Management LLC | 1,744 | $122.8K | 0.11% | +1,744 | New |
| Westend Capital Management, LLC | 1,866 | $131.4K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 1,869 | $131.6K | 0.04% | −3−0.2% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,888 | $132.9K | 0.05% | −320−14.5% | Reduced |
| Grove Bank & Trust | 1,890 | $133.1K | 0.02% | +160+9.2% | Added |
| Oakworth Capital, Inc. | 1,933 | $136.1K | 0.01% | −760−28.2% | Reduced |
| Leonteq Securities AG | 2,000 | $140.8K | 0.01% | −500−20.0% | Reduced |
| Boit C F David | 2,000 | $140.8K | 0.07% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,187 | $147.4K | 0.00% | −6,700−75.4% | Reduced |
| MTM Investment Management, LLC | 2,145 | $151.1K | 0.05% | +2,145 | New |
| Whipplewood Advisors, LLC | 2,260 | $159.1K | 0.09% | −9−0.4% | Reduced |
| Ameriflex Group, Inc. | 2,253 | $159.9K | 0.08% | −1,996−47.0% | Reduced |
| Nisa Investment Advisors, LLC | 2,274 | $160.1K | 0.00% | −865−27.6% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,327 | $163.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2,352 | $165.6K | 0.05% | −16−0.7% | Reduced |
| Walleye Capital LLC | 2,370 | $166.9K | 0.00% | −14,610−86.0% | Reduced |
| Alpine Bank Wealth Management | 2,400 | $169.0K | 0.03% | −844−26.0% | Reduced |
| Elgethun Capital Management | 2,426 | $170.8K | 0.03% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2,438 | $171.7K | 0.02% | −1,001−29.1% | Reduced |
| Delta Asset Management LLC | 2,480 | $174.6K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 2,500 | $176.0K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,539 | $178.8K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 2,570 | $180.9K | 0.02% | −690−21.2% | Reduced |
| Riverview Trust Co | 2,629 | $185.1K | 0.23% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 2,718 | $193.6K | 0.05% | 00.0% | Unchanged |
| Trust Co | 2,791 | $196.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,850 | $200.7K | 0.01% | +2,850 | New |
| Seeds Investor LLC | 2,861 | $201.4K | 0.05% | +2,861 | New |
| Klingman & Associates, LLC | 2,865 | $201.7K | 0.01% | −742−20.6% | Reduced |
| North Star Asset Management Inc | 2,866 | $201.8K | 0.01% | +2,866 | New |
| Centiva Capital, LP | 2,866 | $201.8K | 0.01% | +2,866 | New |
| Stonebridge Capital Management Inc | 2,876 | $202.0K | 0.08% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,883 | $203.0K | 0.00% | −31,565−91.6% | Reduced |
| Canandaigua National Bank & Trust Co | 2,925 | $205.9K | 0.02% | +2,925 | New |
| MKT Advisors LLC | 2,900 | $206.5K | 0.08% | +2,900 | New |
| Greatmark Investment Partners, Inc. | 2,943 | $207.2K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,949 | $207.7K | 0.01% | +2,949 | New |
| Mitchell McLeod Pugh & Williams Inc | 2,951 | $207.8K | 0.04% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 2,952 | $207.9K | 0.13% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,960 | $208.4K | 0.04% | −338−10.2% | Reduced |
| Addison Capital Co | 2,961 | $208.5K | 0.07% | +4+0.1% | Added |
| Legacy Private Trust Co. | 2,963 | $208.6K | 0.01% | −210−6.6% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 2,965 | $208.8K | 0.02% | 00.0% | Unchanged |
| Choice Wealth Advisors, LLC | 2,976 | $209.5K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 2,983 | $210.0K | 0.01% | +103+3.6% | Added |
| Leibman Financial Services, Inc. | 2,983 | $210.1K | 0.16% | −4,897−62.1% | Reduced |
| Bank of Nova Scotia | 3,000 | $211.2K | 0.00% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,000 | $211.2K | 0.24% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,000 | $211.2K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $211.2K | 0.14% | 00.0% | Unchanged |
| Teramo Advisors, LLC | 3,000 | $211.2K | 0.08% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 3,018 | $212.5K | 0.17% | −675−18.3% | Reduced |
| CFM Wealth Partners LLC | 3,020 | $212.6K | 0.03% | −347−10.3% | Reduced |
| Appleton Partners Inc | 3,024 | $213.0K | 0.02% | +199+7.0% | Added |
| Sargent Investment Group, LLC | 2,950 | $213.1K | 0.03% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 2,950 | $213.2K | 0.03% | −322−9.8% | Reduced |
| Oxinas Partners Wealth Management LLC | 3,029 | $213.3K | 0.11% | +3+0.1% | Added |
| 1st Source Bank | 3,059 | $215.4K | 0.01% | +3,059 | New |
| Cary Street Partner Investment Advisory LLC | 3,069 | $216.1K | 0.10% | +362+13.4% | Added |
| Trust Co of Virginia | 3,072 | $216.3K | 0.02% | +247+8.7% | Added |
| RHS Financial, LLC | 3,073 | $216.4K | 0.12% | −1,253−29.0% | Reduced |
| Abacus Planning Group, Inc. | 3,074 | $216.4K | 0.03% | −2,189−41.6% | Reduced |
| SPC Financial, Inc. | 3,081 | $216.9K | 0.02% | −25−0.8% | Reduced |
| Linscomb & Williams, Inc. | 3,083 | $217.1K | 0.01% | +25+0.8% | Added |
| SFMG, LLC | 3,083 | $217.1K | 0.02% | +29+0.9% | Added |
| Armis Advisers, LLC | 3,010 | $217.6K | 0.02% | +3,010 | New |
| Warther Private Wealth, LLC | 3,099 | $218.2K | 0.06% | −334−9.7% | Reduced |
| Medallion Wealth Advisors, LLC | 3,078 | $218.3K | 0.08% | +2+0.1% | Added |
| Atlas Capital Advisors LLC | 3,105 | $218.6K | 0.03% | −38−1.2% | Reduced |
| AdvisorNet Financial, Inc | 3,105 | $218.6K | 0.01% | +541+21.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 3,115 | $219.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 3,111 | $219.0K | 0.02% | 00.0% | Unchanged |