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 |
|---|---|---|---|---|---|
| Sawyer & Company, Inc | 891 | $69.1K | 0.02% | −174−16.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 928 | $67.1K | 0.02% | +928 | New |
| Barrett & Company, Inc. | 951 | $67.0K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 951 | $67.0K | 0.06% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 920 | $66.4K | 0.05% | +470+104.4% | Added |
| UMA Financial Services, Inc. | 932 | $65.6K | 0.01% | +57+6.5% | Added |
| Asset Dedication, LLC | 928 | $65.3K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 900 | $63.4K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 867 | $62.8K | 0.01% | +119+15.9% | Added |
| SOA Wealth Advisors, LLC. | 837 | $58.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 815 | $57.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 770 | $54.2K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 757 | $53.3K | 0.00% | −334−30.6% | Reduced |
| Tacita Capital Inc | 753 | $53.0K | 0.03% | +430+133.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 750 | $52.8K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $52.2K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 739 | $52.1K | 0.04% | +96+14.9% | Added |
| Webster Bank, N. A. | 739 | $52.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 727 | $51.2K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 726 | $51.1K | 0.02% | −2−0.3% | Reduced |
| Vermillion Wealth Management, Inc. | 721 | $50.8K | 0.02% | +5+0.7% | Added |
| Hazlett, Burt & Watson, Inc. | 725 | $50.0K | 0.02% | −73−9.1% | Reduced |
| Fairman Group, LLC | 689 | $48.5K | 0.04% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 682 | $48.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 674 | $47.4K | 0.00% | −2,624−79.6% | Reduced |
| Resources Management Corp | 671 | $47.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 662 | $46.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 654 | $46.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 608 | $42.8K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $42.2K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 587 | $41.3K | 0.00% | −16−2.7% | Reduced |
| TD Capital Management LLC | 582 | $41.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 580 | $40.8K | 0.05% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 575 | $40.5K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $40.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 565 | $39.8K | 0.01% | −335−37.2% | Reduced |
| Greykasell Wealth Strategies, Inc. | 523 | $36.8K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $35.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 508 | $35.8K | 0.00% | +1+0.2% | Added |
| Key Financial Inc | 502 | $35.4K | 0.01% | −300−37.4% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $35.2K | 0.01% | −201−28.7% | Reduced |
| First Pacific Financial | 500 | $35.2K | 0.01% | +100+25.0% | Added |
| Harbor Investment Advisory, LLC | 493 | $34.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 480 | $34.7K | 0.00% | +161+50.5% | Added |
| Fortis Group Advisors, LLC | 492 | $34.6K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 488 | $34.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 475 | $33.4K | 0.01% | +475 | New |
| Winch Advisory Services, LLC | 471 | $33.2K | 0.01% | +4+0.9% | Added |
| Concord Wealth Partners | 464 | $32.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 450 | $31.7K | 0.01% | −40−8.2% | Reduced |
| Raleigh Capital Management Inc. | 442 | $31.1K | 0.01% | +442 | New |
| Valley National Advisers Inc | 443 | $31.0K | 0.01% | −71−13.8% | Reduced |
| CoreFirst Bank & Trust | 439 | $30.9K | 0.02% | +439 | New |
| Atticus Wealth Management, LLC | 414 | $29.1K | 0.01% | +414 | New |
| IMG Wealth Management, Inc. | 402 | $28.3K | 0.02% | +402 | New |
| JNBA Financial Advisors | 400 | $28.2K | 0.00% | −147−26.9% | Reduced |
| GHP Investment Advisors, Inc. | 400 | $28.2K | 0.00% | −65−14.0% | Reduced |
| Y.D. More Investments Ltd | 400 | $28.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 393 | $27.7K | 0.02% | +183+87.1% | Added |
| Pflug Koory, LLC | 392 | $27.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 392 | $27.6K | 0.00% | +30+8.3% | Added |
| Provenance Wealth Advisors, LLC | 390 | $27.5K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 384 | $27.0K | 0.00% | −486−55.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 384 | $27.0K | 0.00% | +116+43.3% | Added |
| Robinswood Financial LLC | 383 | $27.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 371 | $26.1K | 0.00% | −45−10.8% | Reduced |
| Stephens Consulting, LLC | 360 | $25.3K | 0.01% | +60+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 356 | $25.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 348 | $24.8K | 0.00% | +348 | New |
| Turim 21 Investimentos Ltda. | 345 | $24.3K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $23.8K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $23.0K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 324 | $22.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 315 | $22.5K | 0.00% | +42+15.4% | Added |
| MPWM Advisory Solutions, LLC | 319 | $22.4K | 0.01% | −22−6.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 313 | $22.0K | 0.01% | +13+4.3% | Added |
| Semmax Financial Advisors Inc. | 300 | $21.5K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $21.1K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 300 | $21.1K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 285 | $20.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 278 | $19.6K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 276 | $19.4K | 0.00% | −590−68.1% | Reduced |
| Creekmur Asset Management LLC | 276 | $19.4K | 0.00% | +2+0.7% | Added |
| Creative Financial Designs Inc | 270 | $19.0K | 0.00% | −104−27.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 270 | $19.0K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 265 | $18.9K | 0.01% | +3+1.1% | Added |
| First United Bank Trust | 265 | $18.7K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 258 | $18.2K | 0.03% | +258 | New |
| Kiker Wealth Management, LLC | 255 | $18.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 236 | $17.3K | 0.01% | +236 | New |
| Retirement Wealth Solutions LLC | 237 | $16.7K | 0.01% | −13−5.2% | Reduced |
| Country Trust Bank | 234 | $16.5K | 0.00% | +121+107.1% | Added |
| Tradewinds Capital Management, LLC | 233 | $16.4K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 229 | $16.1K | 0.01% | +229 | New |
| Binnacle Investments Inc | 228 | $16.1K | 0.01% | +93+68.9% | Added |
| BankPlus Trust Department | 226 | $15.9K | 0.00% | −437−65.9% | Reduced |
| Centennial Bank | 215 | $15.1K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 219 | $15.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 207 | $14.6K | 0.00% | −213−50.7% | Reduced |