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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 3,112 | $219.1K | 0.08% | +79+2.6% | Added |
| Retirement Investment Advisors, Inc. | 3,130 | $220.4K | 0.02% | +187+6.4% | Added |
| M1 Capital Management LLC | 3,133 | $220.6K | 0.11% | +171+5.8% | Added |
| Roundview Capital LLC | 3,134 | $220.7K | 0.01% | −67−2.1% | Reduced |
| FourThought Financial Partners, LLC | 3,134 | $220.7K | 0.02% | +130+4.3% | Added |
| Arista Wealth Management, LLC | 3,142 | $221.2K | 0.03% | +3,142 | New |
| FMB Wealth Management | 3,148 | $221.7K | 0.11% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,150 | $221.8K | 0.11% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,175 | $223.6K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,175 | $223.6K | 0.15% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 3,176 | $223.6K | 0.03% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 3,177 | $223.7K | 0.06% | +14+0.4% | Added |
| Tufton Capital Management | 3,194 | $224.0K | 0.04% | −445−12.2% | Reduced |
| Werba Rubin Papier Wealth Management | 3,186 | $224.3K | 0.04% | +58+1.9% | Added |
| Archer Investment Corp | 3,194 | $224.9K | 0.05% | +7+0.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $225.0K | 0.03% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,197 | $225.1K | 0.05% | −2−0.1% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $225.3K | 0.04% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,140 | $225.9K | 0.03% | −163−4.9% | Reduced |
| Fulton Bank, N.A. | 3,214 | $226.3K | 0.01% | −776−19.4% | Reduced |
| Compagnie Lombard Odier SCmA | 3,220 | $226.7K | 0.00% | −2,300−41.7% | Reduced |
| Brian Low Financial Group, LLC | 3,230 | $227.4K | 0.21% | +3,230 | New |
| Roman Butler Fullerton & Co | 3,161 | $227.6K | 0.07% | −25−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 3,241 | $228.2K | 0.01% | −457−12.4% | Reduced |
| Fortress Private Ledger, LLC | 3,243 | $228.4K | 0.10% | +3,243 | New |
| Belpointe Asset Management LLC | 3,251 | $228.9K | 0.01% | −210−6.1% | Reduced |
| First Citizens Bank & Trust Co | 3,257 | $229.3K | 0.00% | −410−11.2% | Reduced |
| Tandem Capital Management Corp | 3,260 | $229.5K | 0.12% | −20,114−86.1% | Reduced |
| Addison Advisors LLC | 3,276 | $230.7K | 0.06% | +474+16.9% | Added |
| Riverbridge Partners LLC | 3,278 | $230.8K | 0.00% | −20−0.6% | Reduced |
| Fiduciary Group LLC | 3,286 | $231.4K | 0.02% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,293 | $231.9K | 0.06% | +4+0.1% | Added |
| Cache Advisors, LLC | 3,303 | $232.6K | 0.06% | 00.0% | Unchanged |
| Clarus Group, Inc. | 3,309 | $233.0K | 0.09% | +10+0.3% | Added |
| Horizon Investments, LLC | 3,310 | $233.1K | 0.00% | −7,315−68.8% | Reduced |
| Mechanics Bank Trust Department | 3,324 | $234.0K | 0.03% | 00.0% | Unchanged |
| Tevis Investment Management | 3,329 | $234.4K | 0.15% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 3,335 | $234.8K | 0.13% | +535+19.1% | Added |
| Golden State Equity Partners | 3,348 | $235.7K | 0.04% | −214−6.0% | Reduced |
| Triune Financial Partners, LLC | 3,361 | $236.7K | 0.07% | +33+1.0% | Added |
| Berkshire Asset Management LLC | 3,383 | $238.2K | 0.01% | +44+1.3% | Added |
| HM Payson & Co | 3,392 | $238.8K | 0.00% | −368−9.8% | Reduced |
| Cypress Capital Group | 3,400 | $239.4K | 0.03% | +500+17.2% | Added |
| Chicago Partners Investment Group LLC | 3,330 | $242.3K | 0.01% | +3,330 | New |
| Jamison Private Wealth Management, Inc. | 3,445 | $242.6K | 0.03% | −185−5.1% | Reduced |
| Helium Advisors LLC | 3,448 | $242.8K | 0.15% | +14+0.4% | Added |
| Trinity Legacy Partners, LLC | 3,439 | $243.0K | 0.06% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 3,453 | $243.1K | 0.02% | +3,453 | New |
| BLB&B Advisors, LLC | 3,459 | $243.5K | 0.01% | −50−1.4% | Reduced |
| 17 Capital Partners, LLC | 3,469 | $244.3K | 0.14% | +34+1.0% | Added |
| Prudent Man Advisors, LLC | 3,488 | $245.6K | 0.08% | +89+2.6% | Added |
| Founders Capital Management, LLC | 3,496 | $246.2K | 0.04% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 3,505 | $246.8K | 0.02% | +128+3.8% | Added |
| Phillips Wealth Planners LLC | 3,475 | $247.6K | 0.22% | −360−9.4% | Reduced |
| Weinberger Asset Management, Inc | 3,521 | $247.9K | 0.10% | 00.0% | Unchanged |
| Greenline Partners, LLC | 3,539 | $249.2K | 0.03% | +110+3.2% | Added |
| NorthCrest Asset Manangement, LLC | 3,465 | $249.2K | 0.01% | −2,479−41.7% | Reduced |
| Tyche Wealth Partners LLC | 3,562 | $250.8K | 0.05% | −104−2.8% | Reduced |
| Integrated Investment Consultants, LLC | 3,572 | $251.5K | 0.05% | −115−3.1% | Reduced |
| Diversify Wealth Management, LLC | 3,484 | $251.7K | 0.02% | +84+2.5% | Added |
| Keudell/Morrison Wealth Management | 3,584 | $252.3K | 0.06% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,586 | $252.5K | 0.03% | +3,586 | New |
| CRA Financial Services, LLC | 3,605 | $253.8K | 0.04% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 3,613 | $254.4K | 0.03% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,624 | $255.2K | 0.16% | −97−2.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,646 | $256.7K | 0.01% | −135−3.6% | Reduced |
| Founders Financial Securities LLC | 3,649 | $256.9K | 0.02% | −7,052−65.9% | Reduced |
| HCR Wealth Advisors | 3,651 | $257.1K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 3,655 | $257.3K | 0.02% | −1,628−30.8% | Reduced |
| Cove Private Wealth, LLC | 3,655 | $257.3K | 0.09% | +3,655 | New |
| Alteri Wealth LLC | 3,660 | $257.7K | 0.10% | +3,660 | New |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,600 | $258.7K | 0.19% | +3,600 | New |
| Kozak & Associates, Inc. | 3,614 | $259.3K | 0.05% | +10.0% | Added |
| White Wing Wealth Management | 3,692 | $260.0K | 0.18% | +3,692 | New |
| Chapin Davis, Inc. | 3,728 | $262.5K | 0.07% | +3+0.1% | Added |
| Woodward Diversified Capital, LLC | 3,745 | $263.7K | 0.13% | +669+21.7% | Added |
| StoneX Group Inc. | 3,753 | $264.2K | 0.01% | −376−9.1% | Reduced |
| We Are One Seven, LLC | 3,769 | $265.4K | 0.01% | +372+11.0% | Added |
| Investors Asset Management of Georgia Inc | 3,775 | $265.8K | 0.12% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,779 | $266.1K | 0.02% | +3+0.1% | Added |
| Eads & Heald Wealth Management | 3,791 | $267.0K | 0.13% | −105−2.7% | Reduced |
| Saturna Capital CORP | 3,800 | $267.6K | 0.00% | 00.0% | Unchanged |
| Sepio Capital, LP | 3,810 | $268.3K | 0.02% | −183−4.6% | Reduced |
| Cooper Financial Group | 3,853 | $271.3K | 0.03% | +190+5.2% | Added |
| SRS Capital Advisors, Inc. | 3,228 | $271.7K | 0.01% | +640+24.7% | Added |
| Park Capital Management, LLC | 3,861 | $271.9K | 0.25% | −567−12.8% | Reduced |
| Welch Group, LLC | 3,866 | $272.2K | 0.01% | +459+13.5% | Added |
| Naples Global Advisors, LLC | 3,906 | $275.0K | 0.02% | −235−5.7% | Reduced |
| Moloney Securities Asset Management, LLC | 3,910 | $275.3K | 0.03% | +50+1.3% | Added |
| New Republic Capital, LLC | 3,913 | $275.5K | 0.10% | −537−12.1% | Reduced |
| Waldron Private Wealth LLC | 3,920 | $276.0K | 0.01% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3,921 | $276.1K | 0.03% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 3,955 | $278.5K | 0.19% | −42−1.1% | Reduced |
| Comprehensive Money Management Services LLC | 3,957 | $278.6K | 0.21% | −218−5.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,960 | $278.8K | 0.02% | +3,960 | New |
| Blue Chip Partners, Inc. | 3,964 | $279.1K | 0.02% | +32+0.8% | Added |
| Riversedge Advisors, LLC | 3,976 | $279.9K | 0.05% | −735−15.6% | Reduced |
| Quantitative Investment Management, LLC | 3,979 | $280.0K | 0.04% | +3,979 | New |
| Jacobi Capital Management LLC | 3,978 | $280.1K | 0.02% | −1,817−31.4% | Reduced |