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 |
|---|---|---|---|---|---|
| Wellington Shields & Co., LLC | 5,074 | $357.3K | 0.10% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,099 | $359.0K | 0.14% | 00.0% | Unchanged |
| Cullinan Associates Inc | 5,100 | $359.1K | 0.02% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,102 | $359.2K | 0.01% | +542+11.9% | Added |
| Rahlfs Capital, LLC | 5,110 | $359.8K | 0.33% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,113 | $360.0K | 0.07% | +179+3.6% | Added |
| JFS Wealth Advisors, LLC | 5,126 | $360.9K | 0.02% | +2,091+68.9% | Added |
| Vista Investment Partners LLC | 5,155 | $363.0K | 0.10% | 00.0% | Unchanged |
| PFS Partners, LLC | 5,160 | $363.3K | 0.18% | +48+0.9% | Added |
| FLC Capital Advisors | 5,175 | $364.4K | 0.08% | +2,444+89.5% | Added |
| Titleist Asset Management, LLC | 5,212 | $367.0K | 0.04% | −18−0.3% | Reduced |
| Nautilus Advisors LLC | 5,220 | $367.5K | 0.27% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 5,089 | $367.7K | 0.01% | +881+20.9% | Added |
| Red Door Wealth Management, LLC | 5,249 | $369.6K | 0.04% | −348−6.2% | Reduced |
| PFG Advisors | 5,261 | $370.4K | 0.02% | +1,308+33.1% | Added |
| AIMZ Investment Advisors, LLC | 5,275 | $371.4K | 0.12% | 00.0% | Unchanged |
| DSG Capital Advisors, LLC | 5,276 | $371.5K | 0.07% | 00.0% | Unchanged |
| Lawson Kroeker Investment Management Inc | 5,279 | $371.7K | 0.07% | −110−2.0% | Reduced |
| Old North State Trust, LLC | 5,282 | $372.0K | 0.25% | +5,282 | New |
| Beaumont Financial Advisors, LLC | 5,348 | $376.6K | 0.03% | +41+0.8% | Added |
| Cordatus Wealth Management LLC | 5,359 | $377.0K | 0.09% | −114−2.1% | Reduced |
| Fort Washington Investment Advisors Inc | 5,378 | $378.7K | 0.00% | −73−1.3% | Reduced |
| Southeast Asset Advisors Inc. | 5,380 | $378.8K | 0.05% | +1,000+22.8% | Added |
| Encompass More Asset Management | 5,382 | $378.9K | 0.09% | −2,139−28.4% | Reduced |
| Patten & Patten Inc | 5,410 | $380.9K | 0.02% | +500+10.2% | Added |
| Berkeley Capital Partners, LLC | 5,442 | $383.2K | 0.10% | −6−0.1% | Reduced |
| Claudia M.P. Batlle, CRP (R) LLC | 5,445 | $383.4K | 0.08% | −173−3.1% | Reduced |
| Puzo Michael J | 5,450 | $383.7K | 0.11% | 00.0% | Unchanged |
| Avestar Capital, LLC | 5,530 | $389.4K | 0.03% | +5,530 | New |
| Federation des caisses Desjardins du Quebec | 5,534 | $389.6K | 0.00% | −37−0.7% | Reduced |
| Rexford Capital Inc | 5,539 | $390.0K | 0.32% | +5,539 | New |
| CFS Investment Advisory Services, LLC | 5,571 | $392.0K | 0.03% | −382−6.4% | Reduced |
| Seven Mile Advisory | 5,572 | $392.3K | 0.24% | +176+3.3% | Added |
| Capital Investment Advisory Services, LLC | 5,595 | $394.0K | 0.03% | −12−0.2% | Reduced |
| Matthew Goff Investment Advisor, LLC | 5,606 | $394.7K | 0.07% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 5,611 | $395.1K | 0.34% | +5,611 | New |
| Bridges Investment Management Inc | 5,613 | $395.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,613 | $395.2K | 0.13% | +401+7.7% | Added |
| Silverlake Wealth Management LLC | 5,629 | $396.3K | 0.12% | +115+2.1% | Added |
| Community Bank of Raymore | 5,650 | $397.8K | 0.29% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 5,659 | $398.4K | 0.24% | −2,276−28.7% | Reduced |
| Symphony Financial, Ltd. Co. | 5,538 | $400.3K | 0.05% | +5,538 | New |
| Legacy Capital Wealth Partners, LLC | 5,693 | $400.8K | 0.09% | −246−4.1% | Reduced |
| Crescent Grove Advisors, LLC | 5,727 | $403.2K | 0.04% | +5,727 | New |
| Strategic Wealth Partners, Ltd. | 5,738 | $404.0K | 0.03% | +5,738 | New |
| Sentry LLC | 5,760 | $405.6K | 0.08% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,822 | $409.9K | 0.38% | −764−11.6% | Reduced |
| Ascension Capital Advisors, Inc. | 5,824 | $410.1K | 0.17% | 00.0% | Unchanged |
| Washington Trust Co | 5,834 | $410.8K | 0.01% | +1,474+33.8% | Added |
| Hanson & Doremus Investment Management | 5,851 | $412.0K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 5,855 | $412.3K | 0.02% | +457+8.5% | Added |
| Larson Financial Group LLC | 5,861 | $412.7K | 0.02% | +143+2.5% | Added |
| Wealthstream Advisors, Inc. | 5,866 | $413.0K | 0.07% | +446+8.2% | Added |
| Barclays PLC | 5,925 | $417.2K | 0.00% | −20,843−77.9% | Reduced |
| Foundations Investment Advisors, LLC | 5,940 | $418.2K | 0.01% | +1,891+46.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,996 | $422.1K | 0.06% | −1,164−16.3% | Reduced |
| Asset Advisors Investment Management, LLC | 6,000 | $422.5K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,025 | $424.2K | 0.00% | +432+7.7% | Added |
| Rothschild Investment LLC | 6,040 | $425.3K | 0.03% | +185+3.2% | Added |
| Hamel Associates, Inc. | 6,050 | $426.3K | 0.14% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 6,060 | $426.7K | 0.03% | +121+2.0% | Added |
| Modern Wealth Management, LLC | 6,072 | $427.5K | 0.01% | −385−6.0% | Reduced |
| Axxcess Wealth Management, LLC | 6,112 | $430.3K | 0.01% | +20.0% | Added |
| Fielder Capital Group LLC | 6,113 | $430.4K | 0.11% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,123 | $431.1K | 0.02% | −158−2.5% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 6,218 | $434.2K | 0.17% | +41+0.7% | Added |
| Sittner & Nelson, LLC | 6,191 | $435.9K | 0.18% | +20.0% | Added |
| Northstar Financial Companies, Inc. | 6,209 | $437.2K | 0.45% | −1,503−19.5% | Reduced |
| Steel Peak Wealth Management LLC | 6,217 | $437.7K | 0.02% | +431+7.4% | Added |
| First National Bank of Hutchinson | 6,244 | $439.6K | 0.27% | +366+6.2% | Added |
| Bill Few Associates, Inc. | 6,262 | $440.9K | 0.12% | +59+1.0% | Added |
| Boston Private Wealth LLC | 6,276 | $441.9K | 0.02% | +6,276 | New |
| Knights of Columbus Asset Advisors LLC | 6,302 | $443.7K | 0.03% | +855+15.7% | Added |
| Northeast Investment Management | 6,316 | $444.7K | 0.02% | −28−0.4% | Reduced |
| Minot DeBlois Advisors LLC | 6,323 | $445.2K | 0.42% | −42−0.7% | Reduced |
| Summit X, LLC | 6,337 | $446.2K | 0.08% | +665+11.7% | Added |
| Harbour Investments, Inc. | 6,350 | $447.1K | 0.01% | −203−3.1% | Reduced |
| Marks Group Wealth Management, Inc | 6,356 | $447.6K | 0.04% | −404−6.0% | Reduced |
| Guggenheim Capital LLC | 6,397 | $450.4K | 0.00% | −3,832−37.5% | Reduced |
| Eight 31 Financial LLC | 6,430 | $452.7K | 0.30% | −36−0.6% | Reduced |
| Essex Savings Bank | 6,438 | $453.2K | 0.11% | −157−2.4% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $454.0K | 0.22% | 00.0% | Unchanged |
| Rossmore Private Capital | 6,464 | $455.1K | 0.05% | −40−0.6% | Reduced |
| Farmers Trust Co | 6,492 | $457.1K | 0.09% | +7+0.1% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $457.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,515 | $458.7K | 0.02% | +1,004+18.2% | Added |
| Pure Financial Advisors, Inc. | 6,535 | $460.1K | 0.01% | +1,601+32.4% | Added |
| Capital CS Group, LLC | 6,544 | $460.8K | 0.76% | +6,544 | New |
| Romano Brothers and Company | 6,550 | $461.2K | 0.06% | −200−3.0% | Reduced |
| Cromwell Holdings LLC | 6,552 | $461.3K | 0.28% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,586 | $463.7K | 0.12% | +50+0.8% | Added |
| Gables Capital Management Inc. | 6,590 | $464.0K | 0.22% | 00.0% | Unchanged |
| NTV Asset Management LLC | 6,624 | $466.4K | 0.06% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 6,635 | $467.2K | 0.15% | +775+13.2% | Added |
| Baldwin Investment Management, LLC | 6,672 | $469.8K | 0.06% | −322−4.6% | Reduced |
| Holistic Planning, LLC | 6,681 | $470.4K | 0.13% | +7+0.1% | Added |
| Financial Advisory Service, Inc. | 6,686 | $470.7K | 0.03% | −73−1.1% | Reduced |
| Ameritas Advisory Services, LLC | 6,702 | $471.9K | 0.02% | −2,630−28.2% | Reduced |
| Courier Capital LLC | 6,738 | $474.4K | 0.03% | +25+0.4% | Added |
| Keel Point, LLC | 6,743 | $474.8K | 0.03% | +1,339+24.8% | Added |