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 |
|---|---|---|---|---|---|
| Chelsea Counsel Co | 5,012 | $352.9K | 0.17% | 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 |
| Joel Isaacson & Co., LLC | 4,997 | $351.8K | 0.01% | 00.0% | Unchanged |
| Element Wealth, LLC | 4,994 | $351.6K | 0.16% | −853−14.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,968 | $349.8K | 0.05% | 00.0% | Unchanged |
| Greenfield Savings Bank | 4,957 | $349.0K | 0.16% | −65−1.3% | Reduced |
| Lantz Financial LLC | 4,953 | $348.7K | 0.09% | −54−1.1% | Reduced |
| Insight 2811, Inc. | 4,950 | $348.5K | 0.17% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 4,937 | $347.7K | 0.00% | −1,324−21.1% | Reduced |
| Syverson Strege & Co | 4,933 | $347.3K | 0.08% | +4,933 | New |
| Robertson Stephens Wealth Management, LLC | 4,930 | $347.1K | 0.01% | −408−7.6% | Reduced |
| Ti-Trust, Inc | 4,920 | $346.4K | 0.23% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 4,897 | $344.8K | 0.03% | −200−3.9% | Reduced |
| Ledyard National Bank | 4,891 | $344.4K | 0.03% | −686−12.3% | Reduced |
| Tableaux LLC | 4,872 | $343.0K | 0.20% | +4,872 | New |
| North Star Investment Management Corp. | 4,843 | $341.0K | 0.02% | −557−10.3% | Reduced |
| Breakwater Capital Group | 4,843 | $341.0K | 0.06% | +180+3.9% | Added |
| Atlas Brown,Inc. | 4,842 | $340.9K | 0.11% | 00.0% | Unchanged |
| 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 |
| Baron Wealth Management LLC | 4,795 | $337.6K | 0.12% | −1,360−22.1% | Reduced |
| Capital Analysts, LLC | 4,773 | $336.0K | 0.01% | −53−1.1% | Reduced |
| Raab & Moskowitz Asset Management LLC | 4,762 | $335.3K | 0.08% | −225−4.5% | Reduced |
| Macquarie Group Ltd | 4,745 | $334.0K | 0.00% | +25+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4,740 | $333.8K | 0.04% | +211+4.7% | Added |
| Broyhill Asset Management | 4,740 | $333.7K | 0.30% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,740 | $333.7K | 0.03% | +4,740 | New |
| AMG National Trust Bank | 4,736 | $333.5K | 0.01% | +141+3.1% | Added |
| McAdam, LLC | 4,729 | $333.0K | 0.02% | +87+1.9% | Added |
| International Assets Investment Management, LLC | 4,696 | $330.7K | 0.03% | −1,131−19.4% | Reduced |
| Paragon Capital Management LLC | 4,681 | $329.6K | 0.17% | −225−4.6% | Reduced |
| United Community Bank | 4,675 | $329.2K | 0.11% | +65+1.4% | Added |
| Granite Investment Partners, LLC | 4,655 | $327.8K | 0.02% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,648 | $327.3K | 0.01% | +160+3.6% | Added |
| Rehmann Capital Advisory Group | 4,637 | $326.5K | 0.02% | −338−6.8% | Reduced |
| Parvin Asset Management, LLC | 4,625 | $325.6K | 0.33% | −500−9.8% | Reduced |
| Balentine LLC | 4,623 | $325.5K | 0.01% | −577−11.1% | Reduced |
| Essex Financial Services, Inc. | 4,614 | $324.9K | 0.02% | −2,492−35.1% | Reduced |
| Ancora Advisors, LLC | 4,599 | $323.8K | 0.01% | +23+0.5% | Added |
| Argent Advisors, Inc. | 4,567 | $321.6K | 0.10% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 4,536 | $319.4K | 0.03% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 4,534 | $319.2K | 0.15% | +9+0.2% | Added |
| St Germain D J Co Inc | 4,533 | $319.2K | 0.01% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 4,518 | $318.1K | 0.13% | +138+3.2% | Added |
| Traveka Wealth, LLC | 4,517 | $318.0K | 0.17% | +49+1.1% | Added |
| Moneta Group Investment Advisors LLC | 4,515 | $317.9K | 0.00% | −2,500−35.6% | Reduced |
| Canopy Partners, LLC | 4,513 | $317.8K | 0.12% | +103+2.3% | Added |
| Old Mission Investment Co LLC | 4,502 | $317.0K | 0.09% | +11+0.2% | Added |
| Strategic Advisors LLC | 4,500 | $316.8K | 0.06% | −2,000−30.8% | Reduced |
| Plan Group Financial, LLC | 4,481 | $315.5K | 0.10% | 00.0% | Unchanged |
| RDA Financial Network | 4,458 | $313.9K | 0.08% | +21+0.5% | Added |
| First Financial Corp | 4,444 | $312.9K | 0.14% | −36−0.8% | Reduced |
| Grange Capital, LLC | 4,413 | $310.7K | 0.32% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 4,360 | $310.7K | 0.03% | +4,360 | New |
| Cetera Trust Company, N.A | 4,390 | $309.1K | 0.18% | +200+4.8% | Added |
| 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 |
| Eagle Harbor Asset Management Inc | 4,368 | $307.6K | 0.30% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,363 | $307.2K | 0.03% | −5,179−54.3% | Reduced |
| Diligent Investors, LLC | 4,327 | $304.7K | 0.07% | −2,313−34.8% | Reduced |
| Good Life Advisors, LLC | 4,320 | $304.2K | 0.02% | −180−4.0% | Reduced |
| Westmount Partners, LLC | 4,317 | $304.0K | 0.08% | 00.0% | Unchanged |
| Hara Capital LLC | 4,290 | $302.1K | 0.19% | −135−3.1% | Reduced |
| Arete Wealth Advisors, LLC | 4,297 | $302.0K | 0.02% | +182+4.4% | Added |
| Legacy Capital Group California, Inc. | 4,273 | $300.9K | 0.08% | +380+9.8% | Added |
| Marco Investment Management LLC | 4,272 | $300.8K | 0.03% | +265+6.6% | Added |
| Ransom Advisory, Ltd | 4,261 | $300.0K | 0.14% | +4,261 | New |
| Shulman DeMeo Asset Management LLC | 4,256 | $299.7K | 0.07% | −121−2.8% | Reduced |
| Texas Capital Bancshares Inc | 4,249 | $299.2K | 0.11% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,232 | $298.0K | 0.03% | +13+0.3% | Added |
| NWF Advisory Services Inc. | 4,222 | $297.3K | 0.04% | +4,222 | New |
| Gateway Wealth Partners, LLC | 4,207 | $296.2K | 0.06% | +93+2.3% | Added |
| Davidson Trust Co | 4,175 | $294.0K | 0.14% | −400−8.7% | Reduced |
| Signature Wealth Management Partners, LLC | 4,168 | $293.5K | 0.17% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,165 | $293.2K | 0.07% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 4,163 | $293.1K | 0.02% | −204−4.7% | Reduced |
| AllSquare Wealth Management LLC | 4,150 | $292.2K | 0.16% | +1,150+38.3% | Added |
| Tranquility Partners, LLC | 4,139 | $291.4K | 0.10% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,132 | $290.9K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 4,126 | $290.5K | 0.01% | +108+2.7% | Added |
| Lafayette Investments, Inc. | 4,103 | $288.9K | 0.06% | +103+2.6% | Added |
| Brookstone Capital Management | 4,078 | $287.1K | 0.00% | +327+8.7% | Added |
| Ballew Advisors, Inc | 3,990 | $287.0K | 0.17% | +4+0.1% | Added |
| Angeles Wealth Management, LLC | 4,073 | $286.8K | 0.02% | −709−14.8% | Reduced |
| Indie Asset Partners, LLC | 4,065 | $286.2K | 0.52% | −302−6.9% | Reduced |
| Goodman Financial Corp | 4,054 | $285.4K | 0.06% | +428+11.8% | Added |
| Financial Management Professionals, Inc. | 4,028 | $283.6K | 0.03% | +19+0.5% | Added |
| OneAscent Financial Services LLC | 4,001 | $283.0K | 0.02% | −3,823−48.9% | Reduced |
| Northside Capital Management, LLC | 4,010 | $282.3K | 0.02% | +4,010 | New |
| Accretive Wealth Partners, LLC | 4,000 | $281.6K | 0.09% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 3,989 | $280.9K | 0.02% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 3,987 | $280.7K | 0.20% | +6+0.2% | Added |
| ESL Trust Services, LLC | 3,984 | $280.5K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 3,978 | $280.1K | 0.02% | −1,817−31.4% | Reduced |
| Quantitative Investment Management, LLC | 3,979 | $280.0K | 0.04% | +3,979 | New |
| Riversedge Advisors, LLC | 3,976 | $279.9K | 0.05% | −735−15.6% | Reduced |
| Blue Chip Partners, Inc. | 3,964 | $279.1K | 0.02% | +32+0.8% | Added |