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 |
|---|---|---|---|---|---|
| Portland Global Advisors LLC | 11,670 | $821.7K | 0.10% | −3,625−23.7% | Reduced |
| Hudson Portfolio Management LLC | 11,672 | $821.8K | 0.77% | −100−0.8% | Reduced |
| Bessemer Group Inc | 11,693 | $823.0K | 0.00% | −3,708−24.1% | Reduced |
| Intrua Financial, LLC | 11,721 | $825.2K | 0.12% | −3,130−21.1% | Reduced |
| May Hill Capital, LLC | 11,723 | $825.4K | 0.27% | +1,706+17.0% | Added |
| Dynamic Advisor Solutions LLC | 11,740 | $826.6K | 0.03% | −541−4.4% | Reduced |
| IHT Wealth Management, LLC | 11,900 | $837.9K | 0.02% | +2,857+31.6% | Added |
| Bogart Wealth, LLC | 11,953 | $841.6K | 0.04% | +43+0.4% | Added |
| Profund Advisors LLC | 11,971 | $842.9K | 0.03% | +415+3.6% | Added |
| Radnor Capital Management, LLC | 12,010 | $846.0K | 0.13% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12,050 | $848.4K | 0.02% | +5,250+77.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 12,164 | $856.4K | 0.03% | −869−6.7% | Reduced |
| Glen Eagle Advisors, LLC | 12,170 | $856.9K | 0.13% | −540−4.2% | Reduced |
| Syon Capital LLC | 12,230 | $861.1K | 0.06% | −1,744−12.5% | Reduced |
| AE Wealth Management LLC | 12,261 | $863.3K | 0.01% | +1,130+10.2% | Added |
| Alhambra Investment Partners LLC | 12,286 | $865.1K | 0.43% | −55−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 12,335 | $868.5K | 0.07% | +1,307+11.9% | Added |
| First Manhattan Co | 12,502 | $880.3K | 0.00% | +85+0.7% | Added |
| Pines Wealth Management, LLC | 12,285 | $883.5K | 0.31% | +474+4.0% | Added |
| Principal Securities, Inc. | 12,631 | $889.3K | 0.02% | −8,699−40.8% | Reduced |
| First National Bank of Omaha | 12,677 | $892.6K | 0.06% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 12,711 | $895.0K | 0.27% | +25+0.2% | Added |
| Evoke Wealth, LLC | 12,748 | $897.6K | 0.02% | +1,124+9.7% | Added |
| Pin Oak Investment Advisors Inc | 12,258 | $898.0K | 0.76% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14,492 | $907.9K | 0.08% | −515−3.4% | Reduced |
| Norden Group LLC | 13,006 | $915.8K | 0.10% | −190−1.4% | Reduced |
| Coldstream Capital Management Inc | 13,014 | $916.4K | 0.01% | +911+7.5% | Added |
| Equitable Trust Co | 13,020 | $916.7K | 0.05% | −1,404−9.7% | Reduced |
| Atria Wealth Solutions, Inc. | 12,995 | $921.0K | 0.02% | −13,649−51.2% | Reduced |
| One Wealth Advisors, LLC | 13,115 | $923.4K | 0.13% | +1,205+10.1% | Added |
| TCG Advisory Services, LLC | 13,126 | $924.2K | 0.03% | +1,266+10.7% | Added |
| Independent Financial Group, LLC | 13,220 | $930.8K | 0.03% | +15+0.1% | Added |
| Sage Rhino Capital LLC | 13,275 | $934.7K | 0.20% | +21+0.2% | Added |
| Crestwood Advisors Group LLC | 13,341 | $939.3K | 0.02% | −1,090−7.6% | Reduced |
| Central Trust Co | 13,449 | $947.0K | 0.02% | −97−0.7% | Reduced |
| Lee Danner & Bass Inc | 13,603 | $957.8K | 0.07% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 13,632 | $959.8K | 0.04% | +3,887+39.9% | Added |
| Main Street Financial Solutions, LLC | 13,638 | $960.3K | 0.07% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 13,647 | $960.9K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 13,745 | $967.8K | 0.02% | +13,745 | New |
| Clarius Group, LLC | 13,775 | $969.9K | 0.06% | +2,579+23.0% | Added |
| Avantra Family Wealth, Inc. | 13,835 | $974.1K | 0.80% | +514+3.9% | Added |
| Traynor Capital Management, Inc. | 13,800 | $982.5K | 0.07% | −847−5.8% | Reduced |
| Confluence Investment Management LLC | 13,989 | $985.0K | 0.01% | −8,812−38.6% | Reduced |
| Hayek Kallen Investment Management | 14,000 | $986.0K | 0.34% | +1,588+12.8% | Added |
| Apollon Wealth Management, LLC | 14,100 | $992.8K | 0.02% | −741−5.0% | Reduced |
| Sowell Financial Services LLC | 14,112 | $993.6K | 0.04% | −736−5.0% | Reduced |
| Chesley Taft & Associates LLC | 14,163 | $997.2K | 0.04% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 14,173 | $997.9K | 1.12% | −503−3.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,261 | $1.00M | 0.04% | −108−0.8% | Reduced |
| Cresset Asset Management, LLC | 14,297 | $1.01M | 0.01% | −47,033−76.7% | Reduced |
| Pingora Partners LLC | 14,310 | $1.01M | 0.75% | −3,565−19.9% | Reduced |
| National Asset Management, Inc. | 14,328 | $1.01M | 0.05% | −1,712−10.7% | Reduced |
| Banco de Sabadell, S.A | 14,358 | $1.01M | 0.70% | 00.0% | Unchanged |
| IFP Advisors, Inc | 14,396 | $1.01M | 0.03% | −1,092−7.1% | Reduced |
| Strategic Global Advisors, LLC | 14,436 | $1.02M | 0.17% | +1,749+13.8% | Added |
| Great Diamond Partners, LLC | 14,494 | $1.02M | 0.22% | +3,806+35.6% | Added |
| American Financial Group Inc | 14,500 | $1.02M | 0.38% | 00.0% | Unchanged |
| Qtron Investments LLC | 14,528 | $1.02M | 0.13% | −30−0.2% | Reduced |
| Koshinski Asset Management, Inc. | 14,528 | $1.02M | 0.08% | −597−3.9% | Reduced |
| Abel Hall, LLC | 14,562 | $1.03M | 0.47% | +3,760+34.8% | Added |
| Cyndeo Wealth Partners, LLC | 14,739 | $1.04M | 0.06% | −71−0.5% | Reduced |
| Savvy Advisors, Inc. | 14,793 | $1.04M | 0.07% | +2,403+19.4% | Added |
| Crewe Advisors LLC | 14,822 | $1.04M | 0.15% | −723−4.7% | Reduced |
| Independence Bank of Kentucky | 14,891 | $1.05M | 0.15% | −15−0.1% | Reduced |
| Flagship Harbor Advisors, LLC | 14,895 | $1.05M | 0.05% | −203−1.3% | Reduced |
| Hartree Partners, LP | 15,000 | $1.06M | 0.30% | +15,000 | New |
| Fifth Third Wealth Advisors LLC | 15,043 | $1.06M | 0.04% | +10,289+216.4% | Added |
| SOL Capital Management CO | 15,230 | $1.07M | 0.10% | +42+0.3% | Added |
| Sagespring Wealth Partners, LLC | 15,246 | $1.07M | 0.02% | −606−3.8% | Reduced |
| Old Port Advisors | 15,370 | $1.08M | 0.30% | +9,435+159.0% | Added |
| Hancock Whitney Corp | 15,381 | $1.08M | 0.02% | +3,541+29.9% | Added |
| Hunter Associates Investment Management LLC | 15,497 | $1.09M | 0.16% | −1,600−9.4% | Reduced |
| Cowa, LLC | 15,523 | $1.09M | 0.42% | −2,833−15.4% | Reduced |
| Howland Capital Management LLC | 15,549 | $1.09M | 0.04% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 15,162 | $1.10M | 0.39% | −428−2.7% | Reduced |
| Jarislowsky, Fraser Ltd | 15,620 | $1.10M | 0.01% | −300−1.9% | Reduced |
| London & Capital Asset Management Ltd | 15,660 | $1.10M | 0.08% | −14,839−48.7% | Reduced |
| Smartleaf Asset Management LLC | 15,603 | $1.11M | 0.10% | −1,785−10.3% | Reduced |
| King Luther Capital Management Corp | 15,730 | $1.11M | 0.00% | −4,125−20.8% | Reduced |
| Kingsview Wealth Management, LLC | 15,743 | $1.11M | 0.02% | −5,584−26.2% | Reduced |
| Perpetual Ltd | 15,839 | $1.12M | 0.01% | +200+1.3% | Added |
| Marietta Investment Partners LLC | 15,924 | $1.12M | 0.25% | 00.0% | Unchanged |
| Wedbush Securities Inc | 15,995 | $1.13M | 0.04% | −1,072−6.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.13M | 0.02% | +200+1.3% | Added |
| Auxier Asset Management | 16,151 | $1.14M | 0.17% | −50−0.3% | Reduced |
| HBK Sorce Advisory LLC | 16,326 | $1.15M | 0.03% | −588−3.5% | Reduced |
| Apexium Financial, LP | 16,378 | $1.15M | 0.06% | +348+2.2% | Added |
| Savant Capital, LLC | 16,412 | $1.16M | 0.01% | +1,844+12.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,417 | $1.16M | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 16,433 | $1.16M | 0.08% | +12,111+280.2% | Added |
| Nicholas Hoffman & Company, LLC. | 16,473 | $1.16M | 0.03% | +40.0% | Added |
| Texas Yale Capital Corp. | 16,558 | $1.17M | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 16,570 | $1.17M | 0.02% | +6,851+70.5% | Added |
| Glenview Trust Co | 16,622 | $1.17M | 0.02% | +260+1.6% | Added |
| Denali Advisors LLC | 16,664 | $1.17M | 0.12% | −247−1.5% | Reduced |
| Parallel Advisors, LLC | 16,697 | $1.18M | 0.02% | −2,382−12.5% | Reduced |
| SCP Investment, LP | 16,800 | $1.18M | 0.95% | +1,000+6.3% | Added |
| LSV Asset Management | 16,900 | $1.19M | 0.00% | +2,400+16.6% | Added |
| Rodgers Brothers Inc. | 16,925 | $1.19M | 0.15% | −200−1.2% | Reduced |