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 |
|---|---|---|---|---|---|
| Avant Capital LLC | 6,748 | $475.1K | 0.37% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,761 | $476.0K | 0.01% | +982+17.0% | Added |
| Elevated Capital Advisors, LLC | 6,499 | $476.2K | 0.13% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,773 | $476.9K | 0.10% | +591+9.6% | Added |
| Parkside Financial Bank & Trust | 6,784 | $477.7K | 0.05% | +325+5.0% | Added |
| Woodmont Investment Counsel LLC | 6,838 | $481.5K | 0.03% | 00.0% | Unchanged |
| Wrapmanager Inc | 6,839 | $481.5K | 0.12% | −613−8.2% | Reduced |
| Eastern Bank | 6,841 | $481.7K | 0.01% | −194−2.8% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,846 | $482.0K | 0.15% | −163−2.3% | Reduced |
| Kovack Advisors, Inc. | 6,859 | $482.9K | 0.05% | −1,206−15.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 6,890 | $485.1K | 0.11% | −20−0.3% | Reduced |
| Beacon Capital Management, LLC | 6,891 | $485.2K | 0.07% | +60+0.9% | Added |
| Resources Investment Advisors, LLC. | 6,932 | $488.1K | 0.01% | +187+2.8% | Added |
| Resonant Capital Advisors, LLC | 6,993 | $492.4K | 0.03% | −79−1.1% | Reduced |
| BKD Wealth Advisors, LLC | 7,005 | $493.2K | 0.01% | −434−5.8% | Reduced |
| Roehl & Yi Investment Advisors, LLC | 7,014 | $493.8K | 0.25% | +11+0.2% | Added |
| Janus Henderson Group PLC | 7,026 | $494.5K | 0.00% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 7,065 | $497.4K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7,070 | $497.8K | 0.27% | +2,875+68.5% | Added |
| Select Asset Management & Trust | 7,074 | $498.0K | 0.17% | 00.0% | Unchanged |
| National Philanthropic Trust | 7,101 | $500.0K | 0.01% | +34+0.5% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,112 | $500.8K | 0.11% | −594−7.7% | Reduced |
| Bulltick Wealth Management, LLC | 7,126 | $501.7K | 0.12% | +693+10.8% | Added |
| Bartlett & Co. Wealth Management LLC | 7,132 | $502.2K | 0.01% | +13+0.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,164 | $504.4K | 0.01% | +866+13.8% | Added |
| Capital Advisors Inc | 7,164 | $504.4K | 0.01% | −734−9.3% | Reduced |
| Seed Wealth Management, Inc. | 7,227 | $508.9K | 0.38% | −538−6.9% | Reduced |
| Empower Advisory Group, LLC | 7,240 | $509.8K | 0.00% | −414−5.4% | Reduced |
| Hardin Capital Partners, LLC | 7,167 | $510.2K | 0.30% | −473−6.2% | Reduced |
| Quotient Wealth Partners, LLC | 7,268 | $511.7K | 0.02% | +3,772+107.9% | Added |
| Equitable Holdings, Inc. | 7,272 | $512.0K | 0.00% | +672+10.2% | Added |
| Kavar Capital Partners Group, LLC | 7,284 | $512.9K | 0.07% | −400−5.2% | Reduced |
| Trust Co of Vermont | 7,300 | $514.0K | 0.02% | −86−1.2% | Reduced |
| Harbour Capital Advisors, LLC | 7,160 | $517.5K | 0.11% | −75−1.0% | Reduced |
| Schnieders Capital Management LLC | 7,360 | $518.2K | 0.09% | −4,800−39.5% | Reduced |
| Bayesian Capital Management, LP | 7,400 | $521.0K | 0.08% | +7,400 | New |
| Vaughan David Investments LLC | 7,432 | $523.0K | 0.01% | +1,239+20.0% | Added |
| Plancorp, LLC | 7,483 | $526.9K | 0.02% | −21−0.3% | Reduced |
| Fractal Investments LLC | 7,500 | $528.1K | 0.08% | +7,500 | New |
| Mairs & Power Inc | 7,504 | $528.4K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 7,520 | $529.5K | 0.11% | +120+1.6% | Added |
| Davis R M Inc | 7,533 | $530.4K | 0.01% | −2,482−24.8% | Reduced |
| Albert D Mason Inc | 7,550 | $531.6K | 0.38% | +159+2.2% | Added |
| Estabrook Capital Management | 7,615 | $536.2K | 0.08% | −40−0.5% | Reduced |
| Plan A Wealth LLC | 7,622 | $536.7K | 0.30% | +3,510+85.4% | Added |
| Aspen Grove Capital, LLC | 7,659 | $539.3K | 0.09% | −54−0.7% | Reduced |
| Venture Visionary Partners LLC | 7,670 | $540.1K | 0.02% | +4+0.1% | Added |
| MONECO Advisors, LLC | 7,674 | $540.3K | 0.05% | +91+1.2% | Added |
| Dearborn Partners LLC | 7,753 | $545.9K | 0.03% | +22+0.3% | Added |
| West Oak Capital, LLC | 7,765 | $546.7K | 0.22% | +460+6.3% | Added |
| Councilmark Asset Management, LLC | 7,775 | $547.4K | 0.35% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 7,804 | $549.0K | 0.15% | −284−3.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 7,821 | $550.6K | 0.10% | −331−4.1% | Reduced |
| Welch & Forbes LLC | 7,836 | $551.7K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 7,849 | $552.6K | 0.01% | −1,500−16.0% | Reduced |
| Simon Quick Advisors, LLC | 7,868 | $554.0K | 0.03% | −4,104−34.3% | Reduced |
| Pullen Investment Management, LLC | 7,891 | $555.6K | 0.33% | −577−6.8% | Reduced |
| GAMMA Investing LLC | 7,925 | $558.0K | 0.04% | +2,156+37.4% | Added |
| Sonora Investment Management Group, LLC | 7,929 | $558.3K | 0.04% | +1,213+18.1% | Added |
| Bruce G. Allen Investments, LLC | 7,933 | $558.6K | 0.42% | +177+2.3% | Added |
| Atlantic Trust, LLC | 7,948 | $559.6K | 0.11% | −112−1.4% | Reduced |
| Cozad Asset Management Inc | 7,954 | $560.0K | 0.05% | −610−7.1% | Reduced |
| Orion Investment Co | 7,989 | $562.5K | 0.20% | −4−0.1% | Reduced |
| Evernest Financial Advisors, LLC | 8,006 | $563.7K | 0.18% | +40+0.5% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $564.3K | 0.38% | −525−6.1% | Reduced |
| Net Worth Advisory Group | 8,030 | $565.4K | 0.13% | +331+4.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,058 | $567.4K | 0.00% | −1,051−11.5% | Reduced |
| Motco | 7,858 | $567.4K | 0.05% | −58−0.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,080 | $568.9K | 0.00% | +1,723+27.1% | Added |
| Buckingham Strategic Partners | 8,090 | $570.1K | 0.01% | −6,344−44.0% | Reduced |
| Choate Investment Advisors | 8,127 | $572.2K | 0.01% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 8,168 | $575.1K | 0.10% | +128+1.6% | Added |
| Umb Bank N A | 8,192 | $576.8K | 0.01% | −78−0.9% | Reduced |
| Harrell Investment Partners, LLC | 8,212 | $578.2K | 0.15% | −862−9.5% | Reduced |
| Broadwater Capital Management LLC | 578,841 | $578.8K | 0.45% | +570,605+6,928.2% | Added |
| Journey Strategic Wealth LLC | 8,304 | $584.7K | 0.02% | +4,988+150.4% | Added |
| Sage Mountain Advisors LLC | 8,322 | $586.0K | 0.04% | −390−4.5% | Reduced |
| Philadelphia Trust Co | 8,350 | $588.0K | 0.05% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 8,359 | $588.6K | 0.15% | +98+1.2% | Added |
| Soltis Investment Advisors LLC | 8,360 | $588.6K | 0.05% | +8,360 | New |
| WSFS Capital Management, LLC | 8,367 | $589.1K | 0.03% | +2,467+41.8% | Added |
| Clear Street Markets LLC | 8,374 | $589.6K | 0.21% | +8,374 | New |
| Hollencrest Capital Management | 8,377 | $589.8K | 0.03% | −500−5.6% | Reduced |
| Ignite Planners, LLC | 8,396 | $590.1K | 0.10% | −14−0.2% | Reduced |
| Pictet Bank & Trust Ltd | 8,400 | $591.4K | 0.69% | 00.0% | Unchanged |
| Boston Family Office LLC | 8,419 | $593.0K | 0.04% | −83−1.0% | Reduced |
| CenterStar Asset Management, LLC | 8,450 | $595.0K | 0.73% | +8,450 | New |
| Sivia Capital Partners, LLC | 8,462 | $595.8K | 0.20% | +493+6.2% | Added |
| Alliance Wealth Advisors, LLC | 8,481 | $597.1K | 0.15% | +294+3.6% | Added |
| Kathmere Capital Management, LLC | 8,494 | $598.1K | 0.05% | +100+1.2% | Added |
| Chemistry Wealth Management LLC | 8,497 | $598.3K | 0.13% | +101+1.2% | Added |
| Spire Wealth Management | 8,541 | $601.4K | 0.02% | +933+12.3% | Added |
| MSH Capital Advisors LLC | 8,576 | $603.8K | 0.17% | +185+2.2% | Added |
| Cura Wealth Advisors, LLC | 8,585 | $604.5K | 0.28% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 8,605 | $605.9K | 0.19% | 00.0% | Unchanged |
| Change Path, LLC | 8,620 | $606.9K | 0.02% | +563+7.0% | Added |
| Jaffetilchin Investment Partners, LLC | 8,659 | $609.7K | 0.04% | +9+0.1% | Added |
| Daymark Wealth Partners, LLC | 8,661 | $609.8K | 0.02% | −1,294−13.0% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,674 | $610.7K | 0.04% | −20,981−70.8% | Reduced |
| Linden Thomas Advisory Services, LLC | 8,733 | $614.9K | 0.07% | +1,307+17.6% | Added |