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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 317,512 | $22.4M | 0.79% | +7,882+2.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 308,991 | $22.2M | 0.04% | −48,347−13.5% | Reduced |
| Toroso Investments, LLC | 306,206 | $21.6M | 0.14% | −6,714−2.1% | Reduced |
| Harvest Portfolios Group Inc. | 304,409 | $21.4M | 0.50% | −4,750−1.5% | Reduced |
| Balyasny Asset Management LLC | 302,232 | $21.3M | 0.05% | +281,211+1,337.8% | Added |
| Optiver Holding B.V. | 299,705 | $21.1M | 0.57% | +299,705 | New |
| Northwestern Mutual Wealth Management Co | 290,254 | $20.4M | 0.01% | +19,773+7.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 287,610 | $20.3M | 1.43% | −606−0.2% | Reduced |
| American Assets Investment Management, LLC | 286,000 | $20.1M | 1.62% | +65,000+29.4% | Added |
| Willis Johnson & Associates, Inc. | 283,582 | $20.0M | 1.36% | −9,405−3.2% | Reduced |
| Charles Schwab Investment Management Inc | 279,728 | $19.7M | 0.00% | +27,331+10.8% | Added |
| QRG Capital Management, Inc. | 269,160 | $19.0M | 0.17% | +29,064+12.1% | Added |
| Anchor Capital Advisors LLC | 267,854 | $18.9M | 0.55% | +390.0% | Added |
| O'Shaughnessy Asset Management, LLC | 266,938 | $18.8M | 0.13% | −14,467−5.1% | Reduced |
| SEI Investments Co | 264,922 | $18.7M | 0.02% | +48,362+22.3% | Added |
| Grandfield & Dodd, LLC | 251,887 | $17.7M | 1.04% | −2,399−0.9% | Reduced |
| Northwest & Ethical Investments L.P. | 249,786 | $17.6M | 0.44% | −26,320−9.5% | Reduced |
| Sapient Capital LLC | 242,786 | $17.1M | 0.31% | −1,992−0.8% | Reduced |
| Americana Partners, LLC | 237,616 | $16.7M | 0.58% | +1,941+0.8% | Added |
| Truist Financial Corp | 237,451 | $16.7M | 0.02% | −10,022−4.0% | Reduced |
| Klingenstein Fields & Co LP | 236,505 | $16.7M | 0.66% | −5,062−2.1% | Reduced |
| Davenport & Co LLC | 232,026 | $16.3M | 0.09% | +1140.0% | Added |
| 1832 Asset Management L.P. | 227,887 | $16.0M | 0.03% | −6,659−2.8% | Reduced |
| Logan Capital Management Inc | 227,826 | $16.0M | 0.75% | −63,430−21.8% | Reduced |
| Manning & Napier Advisors LLC | 221,764 | $15.6M | 0.19% | +77,767+54.0% | Added |
| South Dakota Investment Council | 218,821 | $15.4M | 0.30% | +7,300+3.5% | Added |
| Becker Capital Management Inc | 214,758 | $15.1M | 0.47% | −1,482−0.7% | Reduced |
| M&T Bank Corp | 214,093 | $15.1M | 0.05% | −190−0.1% | Reduced |
| SCS Capital Management LLC | 208,539 | $14.7M | 0.16% | +165,114+380.2% | Added |
| Citigroup Inc | 207,920 | $14.6M | 0.01% | −57,406−21.6% | Reduced |
| Wedge Capital Management L L P | 203,210 | $14.3M | 0.26% | −27,716−12.0% | Reduced |
| HRT Financial LP | 201,880 | $14.2M | 0.06% | −23,483−10.4% | Reduced |
| Colony Group, LLC | 198,895 | $14.0M | 0.03% | +9,222+4.9% | Added |
| Stamos Capital Partners, L.P. | 192,334 | $13.5M | 2.43% | +78,724+69.3% | Added |
| Allied Investment Advisors, LLC | 185,186 | $13.0M | 2.28% | +3,559+2.0% | Added |
| Glenmede Investment Management, LP | 183,944 | $13.0M | 0.07% | +183,944 | New |
| Evergreen Capital Management LLC | 183,093 | $12.9M | 0.39% | +9,195+5.3% | Added |
| Van Hulzen Asset Management, LLC | 182,830 | $12.9M | 1.07% | +1,000+0.5% | Added |
| D.A. Davidson & Co. | 181,292 | $12.8M | 0.09% | −4,354−2.3% | Reduced |
| Oppenheimer Asset Management Inc. | 178,164 | $12.5M | 0.14% | +850.0% | Added |
| Huber Capital Management LLC | 175,301 | $12.3M | 2.10% | −27,751−13.7% | Reduced |
| Cetera Investment Advisers | 175,115 | $12.3M | 0.02% | −4,045−2.3% | Reduced |
| Janney Montgomery Scott LLC | 174,516 | $12.3M | 0.03% | −1,008−0.6% | Reduced |
| Mercer Global Advisors Inc | 174,109 | $12.3M | 0.03% | +11,788+7.3% | Added |
| Country Club Bank | 170,793 | $12.1M | 0.76% | −1,498−0.9% | Reduced |
| FineMark National Bank & Trust | 171,671 | $12.1M | 0.41% | −1,037−0.6% | Reduced |
| Foresight Global Investors, Inc. | 168,990 | $11.9M | 8.45% | +555+0.3% | Added |
| Euro Pacific Asset Management, LLC | 166,870 | $11.8M | 1.90% | −5,152−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 166,236 | $11.7M | 0.02% | +15,224+10.1% | Added |
| National Bank of Canada | 164,173 | $11.6M | 0.01% | +13,337+8.8% | Added |
| Jones Financial Companies LLLP | 160,867 | $11.4M | 0.01% | +35,480+28.3% | Added |
| Two Sigma Advisers, LP | 159,800 | $11.3M | 0.02% | −553,000−77.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 159,653 | $11.2M | 0.97% | +1,680+1.1% | Added |
| Quantinno Capital Management LP | 157,535 | $11.1M | 0.05% | +32,990+26.5% | Added |
| Tocqueville Asset Management L.P. | 157,111 | $11.1M | 0.17% | −8,081−4.9% | Reduced |
| Cohen Klingenstein LLC | 157,098 | $11.1M | 0.37% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 155,336 | $10.9M | 0.19% | +155,336 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 153,091 | $10.8M | 0.02% | +11,343+8.0% | Added |
| Ibex Wealth Advisors | 151,522 | $10.7M | 1.14% | +5,872+4.0% | Added |
| Prospera Financial Services Inc | 150,607 | $10.6M | 0.20% | +7,679+5.4% | Added |
| Adell Harriman & Carpenter Inc | 144,033 | $10.1M | 0.67% | +3,719+2.7% | Added |
| Woodstock Corp | 143,466 | $10.1M | 0.93% | −276−0.2% | Reduced |
| Synovus Financial Corp | 140,945 | $9.92M | 0.12% | +7,429+5.6% | Added |
| Sanctuary Advisors, LLC | 138,041 | $9.72M | 0.06% | +3,242+2.4% | Added |
| MML Investors Services, LLC | 137,575 | $9.69M | 0.03% | +16,626+13.7% | Added |
| Captrust Financial Advisors | 137,086 | $9.65M | 0.02% | +7,179+5.5% | Added |
| Capital International Inc | 136,059 | $9.58M | 0.09% | +46,493+51.9% | Added |
| Sit Investment Associates Inc | 136,030 | $9.58M | 0.20% | −770−0.6% | Reduced |
| Pathstone Holdings, LLC | 133,747 | $9.42M | 0.04% | −62,555−31.9% | Reduced |
| Bragg Financial Advisors, Inc | 133,608 | $9.41M | 0.34% | −1,120−0.8% | Reduced |
| JustInvest LLC | 130,309 | $9.18M | 0.10% | +2,650+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 129,953 | $9.15M | 0.03% | +3,206+2.5% | Added |
| RMB Capital Management, LLC | 128,988 | $9.08M | 0.17% | −9,961−7.2% | Reduced |
| Avantax Advisory Services, Inc. | 126,300 | $8.89M | 0.05% | +4,690+3.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 125,778 | $8.86M | 0.03% | −9,601−7.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 125,292 | $8.82M | 0.22% | +39,477+46.0% | Added |
| Callodine Capital Management, LP | 125,000 | $8.80M | 0.91% | +125,000 | New |
| Federated Hermes, Inc. | 118,448 | $8.34M | 0.02% | −2,668−2.2% | Reduced |
| Janney Capital Management LLC | 117,622 | $8.28M | 0.53% | −2,124−1.8% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.01M | 1.86% | 00.0% | Unchanged |
| Ci Investments Inc. | 112,440 | $7.92M | 0.03% | −450.0% | Reduced |
| Pinnacle Financial Partners Inc | 111,297 | $7.84M | 0.16% | +7,773+7.5% | Added |
| Susquehanna International Group, LLP | 111,107 | $7.82M | 0.01% | +79,988+257.0% | Added |
| Cutler Capital Management, LLC | 110,656 | $7.79M | 2.71% | −400−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 110,144 | $7.76M | 0.18% | +104,507+1,853.9% | Added |
| GWM Advisors LLC | 109,483 | $7.71M | 0.04% | +4,500+4.3% | Added |
| Thornburg Investment Management Inc | 106,230 | $7.48M | 0.10% | +1,953+1.9% | Added |
| Eastover Investment Advisors LLC | 106,097 | $7.47M | 3.35% | +1,402+1.3% | Added |
| Abc Arbitrage SA | 105,129 | $7.40M | 0.85% | +49,682+89.6% | Added |
| Augustine Asset Management Inc | 105,121 | $7.40M | 1.98% | +496+0.5% | Added |
| Eldred Rock Partners, LLC | 104,435 | $7.35M | 2.23% | +59+0.1% | Added |
| Quadrant Capital Group LLC | 101,903 | $7.17M | 0.26% | −2,923−2.8% | Reduced |
| Baird Financial Group, Inc. | 101,843 | $7.17M | 0.01% | −23,799−18.9% | Reduced |
| Eagle Global Advisors LLC | 99,789 | $7.03M | 0.28% | +730+0.7% | Added |
| Callan Family Office, LLC | 98,803 | $6.96M | 0.22% | +56,167+131.7% | Added |
| Pinnacle Associates Ltd | 98,639 | $6.95M | 0.10% | −440.0% | Reduced |
| HITE Hedge Asset Management LLC | 95,424 | $6.72M | 0.39% | +95,424 | New |
| RSM US Wealth Management LLC | 94,450 | $6.65M | 0.09% | −102−0.1% | Reduced |
| Nixon Peabody Trust Co | 94,087 | $6.62M | 0.51% | +15,359+19.5% | Added |
| Heritage Investors Management Corp | 93,583 | $6.59M | 0.21% | −2,052−2.1% | Reduced |