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 |
|---|---|---|---|---|---|
| InTrack Investment Management Inc | 8,812 | $620.5K | 0.42% | +1,120+14.6% | Added |
| Versant Capital Management, Inc | 8,857 | $623.6K | 0.09% | −1,397−13.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,861 | $623.9K | 0.01% | +611+7.4% | Added |
| Rosenberg Matthew Hamilton | 9,026 | $635.5K | 0.15% | +112+1.3% | Added |
| Gallacher Capital Management LLC | 9,036 | $636.2K | 0.29% | −262−2.8% | Reduced |
| Core Wealth Partners LLC | 9,050 | $637.2K | 0.32% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 9,068 | $638.5K | 0.16% | −3,423−27.4% | Reduced |
| Aries Wealth Management | 9,100 | $640.7K | 0.17% | +490+5.7% | Added |
| Collaborative Wealth Managment Inc. | 9,104 | $641.0K | 0.28% | +8+0.1% | Added |
| Jackson Square Capital, LLC | 9,107 | $641.2K | 0.14% | −2,210−19.5% | Reduced |
| NBT Bank N A | 9,125 | $642.5K | 0.04% | −100−1.1% | Reduced |
| Wealthcare Advisory Partners LLC | 9,140 | $643.6K | 0.01% | +196+2.2% | Added |
| Circle Wealth Management, LLC | 9,155 | $644.6K | 0.01% | −798−8.0% | Reduced |
| Ascent Group, LLC | 9,157 | $644.7K | 0.03% | +288+3.2% | Added |
| Grimes & Company, Inc. | 9,227 | $649.7K | 0.02% | −171−1.8% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $651.3K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $651.3K | 0.10% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,268 | $652.6K | 0.09% | −11,345−55.0% | Reduced |
| Farmers & Merchants Investments Inc | 9,279 | $653.3K | 0.02% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 9,284 | $653.7K | 0.01% | −596−6.0% | Reduced |
| Seamount Financial Group Inc | 9,296 | $654.5K | 0.34% | +4,900+111.5% | Added |
| Harmony Asset Management LLC | 9,307 | $655.3K | 0.25% | 00.0% | Unchanged |
| GQG Partners LLC | 9,380 | $660.4K | 0.00% | −2,858,549−99.7% | Reduced |
| Penbrook Management LLC | 9,400 | $661.9K | 0.50% | −500−5.1% | Reduced |
| 180 Wealth Advisors, LLC | 9,400 | $661.9K | 0.09% | +133+1.4% | Added |
| Sigma Planning Corp | 9,410 | $662.5K | 0.02% | −179−1.9% | Reduced |
| Flputnam Investment Management Co | 9,422 | $663.4K | 0.01% | +2,476+35.6% | Added |
| Tiaa Trust, National Association | 9,426 | $663.7K | 0.00% | −1,482−13.6% | Reduced |
| Fruth Investment Management | 9,479 | $667.0K | 0.18% | −64−0.7% | Reduced |
| First Wilshire Securities Management Inc | 9,600 | $675.9K | 0.18% | +119+1.3% | Added |
| Global Retirement Partners, LLC | 9,659 | $680.1K | 0.02% | +9,659 | New |
| Smithfield Trust Co | 9,674 | $682.0K | 0.03% | 00.0% | Unchanged |
| Ethic Inc. | 9,685 | $687.4K | 0.01% | +2,445+33.8% | Added |
| Bridgewater Advisors Inc. | 9,403 | $687.5K | 0.05% | −15−0.2% | Reduced |
| W Advisors, LLC | 9,764 | $687.5K | 0.39% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,558 | $688.1K | 0.02% | +30+0.3% | Added |
| Verdence Capital Advisors LLC | 9,784 | $688.9K | 0.05% | +72+0.7% | Added |
| NBC Securities, Inc. | 9,801 | $690.0K | 0.06% | −187−1.9% | Reduced |
| DMG Group, LLC | 9,980 | $702.7K | 0.55% | −132−1.3% | Reduced |
| Transcend Wealth Collective, LLC | 9,985 | $703.1K | 0.05% | +1,575+18.7% | Added |
| RBF Capital, LLC | 10,000 | $704.1K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $704.1K | 0.38% | 00.0% | Unchanged |
| PDS Planning, Inc | 10,021 | $705.6K | 0.05% | −187−1.8% | Reduced |
| Brighton Jones LLC | 10,039 | $706.8K | 0.02% | +3,422+51.7% | Added |
| Archetype Wealth Partners | 10,105 | $711.0K | 0.10% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 10,164 | $715.6K | 0.02% | +338+3.4% | Added |
| Wealth Alliance | 10,193 | $717.7K | 0.08% | −40−0.4% | Reduced |
| Gibbs Wealth Management | 10,296 | $724.9K | 0.14% | +2,251+28.0% | Added |
| First Horizon Advisors, Inc. | 10,307 | $725.8K | 0.02% | −494−4.6% | Reduced |
| Wallace Advisory Group, LLC | 9,906 | $725.9K | 0.53% | +2,101+26.9% | Added |
| BKM Wealth Management, LLC | 10,313 | $726.2K | 0.28% | −23−0.2% | Reduced |
| Investors Research Corp | 10,357 | $729.2K | 0.14% | 00.0% | Unchanged |
| Intrust Bank NA | 10,381 | $730.9K | 0.06% | −27−0.3% | Reduced |
| Henry James International Management, Inc. | 10,387 | $731.3K | 0.24% | 00.0% | Unchanged |
| Camden Capital, LLC | 10,420 | $733.7K | 0.07% | −165−1.6% | Reduced |
| Summitry LLC | 10,446 | $735.5K | 0.03% | +1,678+19.1% | Added |
| AlTi Global, Inc. | 10,466 | $736.9K | 0.02% | +5,631+116.5% | Added |
| Trust Co of Toledo NA | 10,472 | $737.3K | 0.08% | −216−2.0% | Reduced |
| Private Capital Management, LLC | 10,500 | $739.3K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 10,509 | $739.9K | 0.01% | −720−6.4% | Reduced |
| Smith, Moore & Co. | 10,509 | $740.0K | 0.06% | +2,574+32.4% | Added |
| Brucke Financial, Inc. | 10,512 | $740.1K | 0.51% | +52+0.5% | Added |
| TCTC Holdings, LLC | 10,533 | $741.6K | 0.02% | −1,975−15.8% | Reduced |
| Shoker Investment Counsel, Inc. | 10,572 | $744.4K | 0.23% | −24−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,594 | $745.9K | 0.01% | +775+7.9% | Added |
| Integrated Advisors Network LLC | 10,626 | $748.2K | 0.03% | −30,625−74.2% | Reduced |
| Trust Point Inc. | 10,644 | $749.4K | 0.07% | +683+6.9% | Added |
| Finivi Inc. | 10,661 | $750.6K | 0.51% | −59−0.6% | Reduced |
| GW Henssler & Associates Ltd | 10,701 | $753.5K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 10,716 | $754.5K | 0.03% | −279−2.5% | Reduced |
| VeraBank, N.A. | 10,728 | $755.4K | 0.15% | +10,728 | New |
| Busey Wealth Management | 10,802 | $760.6K | 0.02% | −919−7.8% | Reduced |
| Aull & Monroe Investment Management Corp | 10,827 | $762.3K | 0.41% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,869 | $765.3K | 0.04% | −3,492−24.3% | Reduced |
| Private Trust Co NA | 10,933 | $769.8K | 0.07% | −92−0.8% | Reduced |
| Quinn Opportunity Partners LLC | 11,000 | $774.5K | 0.07% | 00.0% | Unchanged |
| U S Global Investors Inc | 11,000 | $774.5K | 0.09% | +6,000+120.0% | Added |
| Commons Capital, LLC | 11,000 | $774.5K | 0.59% | +11,000 | New |
| Fox Run Management, L.L.C. | 11,059 | $778.7K | 0.13% | +11,059 | New |
| Stock Yards Bank & Trust Co | 11,093 | $781.1K | 0.03% | +1,754+18.8% | Added |
| John G Ullman & Associates Inc | 11,100 | $781.6K | 0.12% | +100+0.9% | Added |
| Fidelis Capital Partners, LLC | 10,824 | $781.9K | 0.07% | +274+2.6% | Added |
| Gryphon Financial Partners LLC | 11,114 | $782.5K | 0.10% | −987−8.2% | Reduced |
| Diversified Trust Co | 11,137 | $784.2K | 0.02% | +298+2.7% | Added |
| Clear Creek Financial Management, LLC | 11,185 | $787.5K | 0.07% | +5,956+113.9% | Added |
| Ingalls & Snyder LLC | 11,200 | $789.0K | 0.03% | −38−0.3% | Reduced |
| Lebenthal Global Advisors, LLC | 11,224 | $790.3K | 0.15% | +161+1.5% | Added |
| Nwam LLC | 11,057 | $793.4K | 0.05% | +4,308+63.8% | Added |
| LOM Asset Management Ltd | 11,295 | $795.0K | 0.27% | +11,295 | New |
| Bradley Foster & Sargent Inc | 11,300 | $795.6K | 0.01% | +1,109+10.9% | Added |
| Wedmont Private Capital | 11,111 | $797.0K | 0.03% | −185−1.6% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 11,432 | $804.0K | 0.30% | −206−1.8% | Reduced |
| Gradient Investments LLC | 11,443 | $805.7K | 0.01% | +1,833+19.1% | Added |
| Osborne Partners Capital Management, LLC | 11,448 | $806.1K | 0.04% | −4,800−29.5% | Reduced |
| Gratus Wealth Advisors, LLC | 11,462 | $807.0K | 0.12% | −128−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 11,479 | $808.3K | 0.01% | +2,117+22.6% | Added |
| Haverford Trust Co | 11,525 | $811.5K | 0.01% | −2,717−19.1% | Reduced |
| Schulhoff & Co Inc | 11,602 | $816.9K | 0.36% | +485+4.4% | Added |
| Toronto Dominion Bank | 11,615 | $819.0K | 0.00% | −360−3.0% | Reduced |
| Bridgefront Capital, LLC | 11,642 | $819.7K | 0.22% | +11,642 | New |