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 |
|---|---|---|---|---|---|
| ESL Trust Services, LLC | 3,984 | $280.5K | 0.06% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,987 | $280.7K | 0.20% | +6+0.2% | Added |
| Gillespie Robinson & Grimm Inc | 3,989 | $280.9K | 0.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 4,000 | $281.6K | 0.09% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 4,010 | $282.3K | 0.02% | +4,010 | New |
| OneAscent Financial Services LLC | 4,001 | $283.0K | 0.02% | −3,823−48.9% | Reduced |
| Financial Management Professionals, Inc. | 4,028 | $283.6K | 0.03% | +19+0.5% | Added |
| Goodman Financial Corp | 4,054 | $285.4K | 0.06% | +428+11.8% | Added |
| Indie Asset Partners, LLC | 4,065 | $286.2K | 0.52% | −302−6.9% | Reduced |
| Angeles Wealth Management, LLC | 4,073 | $286.8K | 0.02% | −709−14.8% | Reduced |
| Ballew Advisors, Inc | 3,990 | $287.0K | 0.17% | +4+0.1% | Added |
| Brookstone Capital Management | 4,078 | $287.1K | 0.00% | +327+8.7% | Added |
| Lafayette Investments, Inc. | 4,103 | $288.9K | 0.06% | +103+2.6% | Added |
| Foster Group, Inc. | 4,126 | $290.5K | 0.01% | +108+2.7% | Added |
| Doliver Advisors, LP | 4,132 | $290.9K | 0.08% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 4,139 | $291.4K | 0.10% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4,150 | $292.2K | 0.16% | +1,150+38.3% | Added |
| Sax Wealth Advisors, LLC | 4,163 | $293.1K | 0.02% | −204−4.7% | Reduced |
| J. W. Coons Advisors, LLC | 4,165 | $293.2K | 0.07% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 4,168 | $293.5K | 0.17% | 00.0% | Unchanged |
| Davidson Trust Co | 4,175 | $294.0K | 0.14% | −400−8.7% | Reduced |
| Gateway Wealth Partners, LLC | 4,207 | $296.2K | 0.06% | +93+2.3% | Added |
| NWF Advisory Services Inc. | 4,222 | $297.3K | 0.04% | +4,222 | New |
| Stokes Family Office, LLC | 4,232 | $298.0K | 0.03% | +13+0.3% | Added |
| Texas Capital Bancshares Inc | 4,249 | $299.2K | 0.11% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 4,256 | $299.7K | 0.07% | −121−2.8% | Reduced |
| Ransom Advisory, Ltd | 4,261 | $300.0K | 0.14% | +4,261 | New |
| Marco Investment Management LLC | 4,272 | $300.8K | 0.03% | +265+6.6% | Added |
| Legacy Capital Group California, Inc. | 4,273 | $300.9K | 0.08% | +380+9.8% | Added |
| Arete Wealth Advisors, LLC | 4,297 | $302.0K | 0.02% | +182+4.4% | Added |
| Hara Capital LLC | 4,290 | $302.1K | 0.19% | −135−3.1% | Reduced |
| Westmount Partners, LLC | 4,317 | $304.0K | 0.08% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 4,320 | $304.2K | 0.02% | −180−4.0% | Reduced |
| Diligent Investors, LLC | 4,327 | $304.7K | 0.07% | −2,313−34.8% | Reduced |
| Aprio Wealth Management, LLC | 4,363 | $307.2K | 0.03% | −5,179−54.3% | Reduced |
| Eagle Harbor Asset Management Inc | 4,368 | $307.6K | 0.30% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 4,375 | $308.0K | 0.09% | −300−6.4% | Reduced |
| Hardy Reed LLC | 4,375 | $308.0K | 0.02% | +21+0.5% | Added |
| Cetera Trust Company, N.A | 4,390 | $309.1K | 0.18% | +200+4.8% | Added |
| Sovran Advisors, LLC | 4,360 | $310.7K | 0.03% | +4,360 | New |
| Grange Capital, LLC | 4,413 | $310.7K | 0.32% | 00.0% | Unchanged |
| First Financial Corp | 4,444 | $312.9K | 0.14% | −36−0.8% | Reduced |
| RDA Financial Network | 4,458 | $313.9K | 0.08% | +21+0.5% | Added |
| Plan Group Financial, LLC | 4,481 | $315.5K | 0.10% | 00.0% | Unchanged |
| Strategic Advisors LLC | 4,500 | $316.8K | 0.06% | −2,000−30.8% | Reduced |
| Old Mission Investment Co LLC | 4,502 | $317.0K | 0.09% | +11+0.2% | Added |
| Canopy Partners, LLC | 4,513 | $317.8K | 0.12% | +103+2.3% | Added |
| Moneta Group Investment Advisors LLC | 4,515 | $317.9K | 0.00% | −2,500−35.6% | Reduced |
| Traveka Wealth, LLC | 4,517 | $318.0K | 0.17% | +49+1.1% | Added |
| Key Client Fiduciary Advisors, LLC | 4,518 | $318.1K | 0.13% | +138+3.2% | Added |
| St Germain D J Co Inc | 4,533 | $319.2K | 0.01% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,534 | $319.2K | 0.15% | +9+0.2% | Added |
| Carret Asset Management, LLC | 4,536 | $319.4K | 0.03% | 00.0% | Unchanged |
| Argent Advisors, Inc. | 4,567 | $321.6K | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4,599 | $323.8K | 0.01% | +23+0.5% | Added |
| Essex Financial Services, Inc. | 4,614 | $324.9K | 0.02% | −2,492−35.1% | Reduced |
| Balentine LLC | 4,623 | $325.5K | 0.01% | −577−11.1% | Reduced |
| Parvin Asset Management, LLC | 4,625 | $325.6K | 0.33% | −500−9.8% | Reduced |
| Rehmann Capital Advisory Group | 4,637 | $326.5K | 0.02% | −338−6.8% | Reduced |
| KCM Investment Advisors LLC | 4,648 | $327.3K | 0.01% | +160+3.6% | Added |
| Granite Investment Partners, LLC | 4,655 | $327.8K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 4,675 | $329.2K | 0.11% | +65+1.4% | Added |
| Paragon Capital Management LLC | 4,681 | $329.6K | 0.17% | −225−4.6% | Reduced |
| International Assets Investment Management, LLC | 4,696 | $330.7K | 0.03% | −1,131−19.4% | Reduced |
| McAdam, LLC | 4,729 | $333.0K | 0.02% | +87+1.9% | Added |
| AMG National Trust Bank | 4,736 | $333.5K | 0.01% | +141+3.1% | Added |
| Leo Wealth, LLC | 4,740 | $333.7K | 0.03% | +4,740 | New |
| Broyhill Asset Management | 4,740 | $333.7K | 0.30% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,740 | $333.8K | 0.04% | +211+4.7% | Added |
| Macquarie Group Ltd | 4,745 | $334.0K | 0.00% | +25+0.5% | Added |
| Raab & Moskowitz Asset Management LLC | 4,762 | $335.3K | 0.08% | −225−4.5% | Reduced |
| Capital Analysts, LLC | 4,773 | $336.0K | 0.01% | −53−1.1% | Reduced |
| Baron Wealth Management LLC | 4,795 | $337.6K | 0.12% | −1,360−22.1% | Reduced |
| Brave Asset Management Inc | 4,800 | $338.0K | 0.09% | 00.0% | Unchanged |
| E&G Advisors, LP | 4,800 | $338.0K | 0.09% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 4,842 | $340.9K | 0.11% | 00.0% | Unchanged |
| Breakwater Capital Group | 4,843 | $341.0K | 0.06% | +180+3.9% | Added |
| North Star Investment Management Corp. | 4,843 | $341.0K | 0.02% | −557−10.3% | Reduced |
| Tableaux LLC | 4,872 | $343.0K | 0.20% | +4,872 | New |
| Ledyard National Bank | 4,891 | $344.4K | 0.03% | −686−12.3% | Reduced |
| Anchor Investment Management, LLC | 4,897 | $344.8K | 0.03% | −200−3.9% | Reduced |
| Ti-Trust, Inc | 4,920 | $346.4K | 0.23% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,930 | $347.1K | 0.01% | −408−7.6% | Reduced |
| Syverson Strege & Co | 4,933 | $347.3K | 0.08% | +4,933 | New |
| Advisors Capital Management, LLC | 4,937 | $347.7K | 0.00% | −1,324−21.1% | Reduced |
| Insight 2811, Inc. | 4,950 | $348.5K | 0.17% | 00.0% | Unchanged |
| Lantz Financial LLC | 4,953 | $348.7K | 0.09% | −54−1.1% | Reduced |
| Greenfield Savings Bank | 4,957 | $349.0K | 0.16% | −65−1.3% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $349.8K | 0.05% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,994 | $351.6K | 0.16% | −853−14.6% | Reduced |
| Joel Isaacson & Co., LLC | 4,997 | $351.8K | 0.01% | 00.0% | Unchanged |
| Hardman Johnston Global Advisors LLC | 5,000 | $352.1K | 0.02% | 00.0% | Unchanged |
| Villere St Denis J & Co LLC | 5,000 | $352.1K | 0.03% | 00.0% | Unchanged |
| Corient IA LLC | 5,000 | $352.1K | 0.21% | 00.0% | Unchanged |
| VPR Management LLC | 5,000 | $352.1K | 0.17% | +5,000 | New |
| Chelsea Counsel Co | 5,012 | $352.9K | 0.17% | 00.0% | Unchanged |
| Lynx Investment Advisory | 5,019 | $353.4K | 0.23% | +23+0.5% | Added |
| Alpha Omega Wealth Management LLC | 5,046 | $355.3K | 0.06% | −84−1.6% | Reduced |
| Icon Wealth Advisors, LLC | 5,049 | $355.5K | 0.03% | −97−1.9% | Reduced |
| Fiera Capital Corp | 5,058 | $356.1K | 0.00% | +776+18.1% | Added |