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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 3,960 | $278.8K | 0.02% | +3,960 | New |
| Cape Cod Five Cents Savings Bank | 4,225 | $278.6K | 0.03% | 00.0% | Unchanged |
| Comprehensive Money Management Services LLC | 3,957 | $278.6K | 0.21% | −218−5.2% | Reduced |
| Braun-Bostich & Associates Inc. | 3,955 | $278.5K | 0.19% | −42−1.1% | Reduced |
| Palisade Asset Management, LLC | 3,921 | $276.1K | 0.03% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 3,920 | $276.0K | 0.01% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,913 | $275.5K | 0.10% | −537−12.1% | Reduced |
| Moloney Securities Asset Management, LLC | 3,910 | $275.3K | 0.03% | +50+1.3% | Added |
| Naples Global Advisors, LLC | 3,906 | $275.0K | 0.02% | −235−5.7% | Reduced |
| Welch Group, LLC | 3,866 | $272.2K | 0.01% | +459+13.5% | Added |
| Park Capital Management, LLC | 3,861 | $271.9K | 0.25% | −567−12.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,228 | $271.7K | 0.01% | +640+24.7% | Added |
| Cooper Financial Group | 3,853 | $271.3K | 0.03% | +190+5.2% | Added |
| Sepio Capital, LP | 3,810 | $268.3K | 0.02% | −183−4.6% | Reduced |
| Saturna Capital CORP | 3,800 | $267.6K | 0.00% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 3,791 | $267.0K | 0.13% | −105−2.7% | Reduced |
| Berger Financial Group, Inc | 3,779 | $266.1K | 0.02% | +3+0.1% | Added |
| Investors Asset Management of Georgia Inc | 3,775 | $265.8K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,769 | $265.4K | 0.01% | +372+11.0% | Added |
| StoneX Group Inc. | 3,753 | $264.2K | 0.01% | −376−9.1% | Reduced |
| Woodward Diversified Capital, LLC | 3,745 | $263.7K | 0.13% | +669+21.7% | Added |
| Chapin Davis, Inc. | 3,728 | $262.5K | 0.07% | +3+0.1% | Added |
| White Wing Wealth Management | 3,692 | $260.0K | 0.18% | +3,692 | New |
| Kozak & Associates, Inc. | 3,614 | $259.3K | 0.05% | +10.0% | Added |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 3,600 | $258.7K | 0.19% | +3,600 | New |
| Alteri Wealth LLC | 3,660 | $257.7K | 0.10% | +3,660 | New |
| Parsons Capital Management Inc | 3,655 | $257.3K | 0.02% | −1,628−30.8% | Reduced |
| Cove Private Wealth, LLC | 3,655 | $257.3K | 0.09% | +3,655 | New |
| HCR Wealth Advisors | 3,651 | $257.1K | 0.03% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 3,649 | $256.9K | 0.02% | −7,052−65.9% | Reduced |
| Cassaday & Co Wealth Management LLC | 3,646 | $256.7K | 0.01% | −135−3.6% | Reduced |
| Successful Portfolios LLC | 3,624 | $255.2K | 0.16% | −97−2.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 3,613 | $254.4K | 0.03% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 3,605 | $253.8K | 0.04% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 3,586 | $252.5K | 0.03% | +3,586 | New |
| Keudell/Morrison Wealth Management | 3,584 | $252.3K | 0.06% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,484 | $251.7K | 0.02% | +84+2.5% | Added |
| Integrated Investment Consultants, LLC | 3,572 | $251.5K | 0.05% | −115−3.1% | Reduced |
| Tyche Wealth Partners LLC | 3,562 | $250.8K | 0.05% | −104−2.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 3,465 | $249.2K | 0.01% | −2,479−41.7% | Reduced |
| Greenline Partners, LLC | 3,539 | $249.2K | 0.03% | +110+3.2% | Added |
| Weinberger Asset Management, Inc | 3,521 | $247.9K | 0.10% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,475 | $247.6K | 0.22% | −360−9.4% | Reduced |
| Catalytic Wealth RIA, LLC | 3,505 | $246.8K | 0.02% | +128+3.8% | Added |
| Founders Capital Management, LLC | 3,496 | $246.2K | 0.04% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 3,488 | $245.6K | 0.08% | +89+2.6% | Added |
| 17 Capital Partners, LLC | 3,469 | $244.3K | 0.14% | +34+1.0% | Added |
| BLB&B Advisors, LLC | 3,459 | $243.5K | 0.01% | −50−1.4% | Reduced |
| Silver Oak Securities, Inc | 3,453 | $243.1K | 0.02% | +3,453 | New |
| Trinity Legacy Partners, LLC | 3,439 | $243.0K | 0.06% | 00.0% | Unchanged |
| Helium Advisors LLC | 3,448 | $242.8K | 0.15% | +14+0.4% | Added |
| Jamison Private Wealth Management, Inc. | 3,445 | $242.6K | 0.03% | −185−5.1% | Reduced |
| Chicago Partners Investment Group LLC | 3,330 | $242.3K | 0.01% | +3,330 | New |
| Cypress Capital Group | 3,400 | $239.4K | 0.03% | +500+17.2% | Added |
| HM Payson & Co | 3,392 | $238.8K | 0.00% | −368−9.8% | Reduced |
| Berkshire Asset Management LLC | 3,383 | $238.2K | 0.01% | +44+1.3% | Added |
| Triune Financial Partners, LLC | 3,361 | $236.7K | 0.07% | +33+1.0% | Added |
| Golden State Equity Partners | 3,348 | $235.7K | 0.04% | −214−6.0% | Reduced |
| Purkiss Capital Advisors LLC | 3,335 | $234.8K | 0.13% | +535+19.1% | Added |
| Tevis Investment Management | 3,329 | $234.4K | 0.15% | 00.0% | Unchanged |
| Mechanics Bank Trust Department | 3,324 | $234.0K | 0.03% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,310 | $233.1K | 0.00% | −7,315−68.8% | Reduced |
| Clarus Group, Inc. | 3,309 | $233.0K | 0.09% | +10+0.3% | Added |
| Cache Advisors, LLC | 3,303 | $232.6K | 0.06% | 00.0% | Unchanged |
| McDonald Partners LLC | 3,293 | $231.9K | 0.06% | +4+0.1% | Added |
| Fiduciary Group LLC | 3,286 | $231.4K | 0.02% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 3,278 | $230.8K | 0.00% | −20−0.6% | Reduced |
| Addison Advisors LLC | 3,276 | $230.7K | 0.06% | +474+16.9% | Added |
| Tandem Capital Management Corp | 3,260 | $229.5K | 0.12% | −20,114−86.1% | Reduced |
| First Citizens Bank & Trust Co | 3,257 | $229.3K | 0.00% | −410−11.2% | Reduced |
| Belpointe Asset Management LLC | 3,251 | $228.9K | 0.01% | −210−6.1% | Reduced |
| Fortress Private Ledger, LLC | 3,243 | $228.4K | 0.10% | +3,243 | New |
| Confluence Wealth Services, Inc. | 3,241 | $228.2K | 0.01% | −457−12.4% | Reduced |
| Roman Butler Fullerton & Co | 3,161 | $227.6K | 0.07% | −25−0.8% | Reduced |
| Brian Low Financial Group, LLC | 3,230 | $227.4K | 0.21% | +3,230 | New |
| Compagnie Lombard Odier SCmA | 3,220 | $226.7K | 0.00% | −2,300−41.7% | Reduced |
| Fulton Bank, N.A. | 3,214 | $226.3K | 0.01% | −776−19.4% | Reduced |
| Goldstone Financial Group, LLC | 3,140 | $225.9K | 0.03% | −163−4.9% | Reduced |
| SeaBridge Investment Advisors LLC | 3,200 | $225.3K | 0.04% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 3,197 | $225.1K | 0.05% | −2−0.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,196 | $225.0K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 3,194 | $224.9K | 0.05% | +7+0.2% | Added |
| Werba Rubin Papier Wealth Management | 3,186 | $224.3K | 0.04% | +58+1.9% | Added |
| Tufton Capital Management | 3,194 | $224.0K | 0.04% | −445−12.2% | Reduced |
| ZEGA Investments, LLC | 3,177 | $223.7K | 0.06% | +14+0.4% | Added |
| Thompson Investment Management, Inc. | 3,176 | $223.6K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3,175 | $223.6K | 0.03% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 3,175 | $223.6K | 0.15% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 3,150 | $221.8K | 0.11% | 00.0% | Unchanged |
| FMB Wealth Management | 3,148 | $221.7K | 0.11% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 3,142 | $221.2K | 0.03% | +3,142 | New |
| FourThought Financial Partners, LLC | 3,134 | $220.7K | 0.02% | +130+4.3% | Added |
| Roundview Capital LLC | 3,134 | $220.7K | 0.01% | −67−2.1% | Reduced |
| M1 Capital Management LLC | 3,133 | $220.6K | 0.11% | +171+5.8% | Added |
| Retirement Investment Advisors, Inc. | 3,130 | $220.4K | 0.02% | +187+6.4% | Added |
| Horan Securities, Inc. | 3,112 | $219.1K | 0.08% | +79+2.6% | Added |
| Washington Trust Advisors, Inc. | 3,111 | $219.0K | 0.02% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 3,115 | $219.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3,105 | $218.6K | 0.03% | −38−1.2% | Reduced |
| AdvisorNet Financial, Inc | 3,105 | $218.6K | 0.01% | +541+21.1% | Added |