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 |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 91,058 | $6.41M | 0.02% | −4,867−5.1% | Reduced |
| GTS Securities LLC | 90,436 | $6.37M | 0.28% | +78,484+656.7% | Added |
| TownSquare Capital, LLC | 90,224 | $6.35M | 0.62% | −128,986−58.8% | Reduced |
| Brown Brothers Harriman & Co | 89,985 | $6.34M | 0.04% | +1,968+2.2% | Added |
| Keybank National Association | 89,818 | $6.32M | 0.02% | −1,282−1.4% | Reduced |
| Stansberry Asset Management, LLC | 88,692 | $6.24M | 0.68% | −259,100−74.5% | Reduced |
| Claret Asset Management Corp | 88,538 | $6.23M | 0.81% | −244−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 86,925 | $6.12M | 0.45% | −8,375−8.8% | Reduced |
| New England Asset Management Inc | 86,535 | $6.09M | 0.95% | +495+0.6% | Added |
| Kempner Capital Management Inc. | 86,050 | $6.06M | 3.24% | 00.0% | Unchanged |
| Renaissance Group LLC | 85,029 | $5.99M | 0.23% | +120.0% | Added |
| South State Corp. | 84,557 | $5.95M | 0.26% | +567+0.7% | Added |
| Corigliano Investment Advisers, LLC | 84,500 | $5.95M | 1.87% | +84,500 | New |
| Hennessy Advisors Inc | 82,000 | $5.77M | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 81,013 | $5.76M | 0.04% | −24,267−23.0% | Reduced |
| Clearbridge Investments, LLC | 81,544 | $5.74M | 0.00% | −1,824−2.2% | Reduced |
| SIR Capital Management, L.P. | 80,401 | $5.66M | 0.50% | −57,100−41.5% | Reduced |
| Cary Street Partners Financial LLC | 78,585 | $5.53M | 0.16% | +2,655+3.5% | Added |
| tru Independence LLC | 78,301 | $5.51M | 1.59% | +70+0.1% | Added |
| Ritholtz Wealth Management | 76,641 | $5.40M | 0.12% | −1,085−1.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 76,248 | $5.37M | 0.00% | −8,576−10.1% | Reduced |
| Nikko Asset Management Americas, Inc. | 76,248 | $5.37M | 0.05% | −5,136−6.3% | Reduced |
| Kestra Advisory Services, LLC | 75,901 | $5.34M | 0.03% | +10,132+15.4% | Added |
| Park Avenue Securities LLC | 75,731 | $5.33M | 0.05% | +20,894+38.1% | Added |
| MAI Capital Management | 74,111 | $5.22M | 0.04% | +2,653+3.7% | Added |
| Old National Bancorp | 73,718 | $5.19M | 0.09% | +63,158+598.1% | Added |
| Brinker Capital Investments, LLC | 73,706 | $5.19M | 0.04% | +3,793+5.4% | Added |
| Regency Capital Management Inc. | 73,557 | $5.18M | 2.72% | −630−0.8% | Reduced |
| Banco Santander, S.A. | 73,108 | $5.15M | 0.05% | −7,500−9.3% | Reduced |
| Cinctive Capital Management LP | 72,679 | $5.12M | 0.29% | +45,801+170.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 71,711 | $5.05M | 0.02% | +5,875+8.9% | Added |
| Royce & Associates LP | 70,000 | $4.93M | 0.05% | 00.0% | Unchanged |
| Advocate Group LLC | 68,976 | $4.86M | 0.87% | −576−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 68,970 | $4.86M | 0.13% | +43,670+172.6% | Added |
| YHB Investment Advisors, Inc. | 68,888 | $4.85M | 0.37% | +277+0.4% | Added |
| Pittenger & Anderson Inc | 68,835 | $4.85M | 0.18% | +12,700+22.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 68,817 | $4.85M | 0.04% | +5,419+8.5% | Added |
| Lazard Asset Management LLC | 67,924 | $4.78M | 0.01% | −206−0.3% | Reduced |
| Family Management Corp | 66,208 | $4.66M | 0.71% | +62,274+1,583.0% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.66M | 0.38% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 66,161 | $4.66M | 0.40% | +2,789+4.4% | Added |
| Fiduciary Trust Co | 65,622 | $4.62M | 0.06% | −3,002−4.4% | Reduced |
| Bard Financial Services, Inc. | 65,100 | $4.58M | 0.55% | −1,000−1.5% | Reduced |
| Naviter Wealth, LLC | 63,559 | $4.48M | 0.55% | +1,438+2.3% | Added |
| Atria Investments LLC | 63,325 | $4.46M | 0.05% | +3,387+5.7% | Added |
| Azimuth Capital Investment Management LLC | 62,800 | $4.42M | 0.16% | −260−0.4% | Reduced |
| CWM, LLC | 62,249 | $4.38M | 0.02% | +12,968+26.3% | Added |
| Blair William & Co | 62,225 | $4.38M | 0.01% | −1,584−2.5% | Reduced |
| Assetmark, Inc | 61,946 | $4.36M | 0.01% | +10,023+19.3% | Added |
| Meritage Portfolio Management | 61,529 | $4.33M | 0.27% | −1,574−2.5% | Reduced |
| Palogic Value Management, L.P. | 61,294 | $4.32M | 1.82% | +696+1.1% | Added |
| SBI Securities Co., Ltd. | 61,212 | $4.31M | 0.12% | −771−1.2% | Reduced |
| Ausdal Financial Partners, Inc. | 60,268 | $4.24M | 0.28% | −2,292−3.7% | Reduced |
| Griffin Asset Management, Inc. | 60,058 | $4.23M | 0.50% | −1,120−1.8% | Reduced |
| Exencial Wealth Advisors, LLC | 59,921 | $4.22M | 0.15% | −247−0.4% | Reduced |
| Brookmont Capital Management | 59,908 | $4.22M | 2.42% | −1,247−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 59,340 | $4.18M | 0.06% | −4,122−6.5% | Reduced |
| Gilman Hill Asset Management, LLC | 59,278 | $4.17M | 0.68% | +100+0.2% | Added |
| Beddow Capital Management Inc | 59,226 | $4.17M | 1.65% | −2,625−4.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 59,164 | $4.17M | 0.12% | −13,895−19.0% | Reduced |
| Drum Hill Capital, LLC | 58,269 | $4.10M | 4.54% | −1,004−1.7% | Reduced |
| Yarbrough Capital, LLC | 57,590 | $4.05M | 0.14% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 57,526 | $4.05M | 0.06% | −4,500−7.3% | Reduced |
| Dodge & Cox | 57,213 | $4.03M | 0.00% | −250−0.4% | Reduced |
| Deltec Asset Management LLC | 57,204 | $4.03M | 0.72% | 00.0% | Unchanged |
| Vident Advisory, LLC | 56,840 | $4.00M | 0.04% | −1,555−2.7% | Reduced |
| Cardinal Capital Management | 56,767 | $4.00M | 0.59% | +832+1.5% | Added |
| Hedges Asset Management LLC | 56,100 | $3.95M | 3.17% | −15,000−21.1% | Reduced |
| Signaturefd, LLC | 55,943 | $3.94M | 0.07% | −3,096−5.2% | Reduced |
| Fort Sheridan Advisors LLC | 55,665 | $3.92M | 0.56% | −3,226−5.5% | Reduced |
| Bleakley Financial Group, LLC | 55,492 | $3.91M | 0.10% | +10,053+22.1% | Added |
| Deutsche Bank AG | 53,285 | $3.75M | 0.00% | −1,163,830−95.6% | Reduced |
| Bridge Creek Capital Management LLC | 53,134 | $3.74M | 1.10% | +385+0.7% | Added |
| Inspire Trust Co, N.A. | 53,000 | $3.73M | 0.77% | −7,000−11.7% | Reduced |
| Stephens Inc | 52,359 | $3.69M | 0.05% | −2,154−4.0% | Reduced |
| Huntington National Bank | 52,116 | $3.67M | 0.02% | +319+0.6% | Added |
| Vestmark Advisory Solutions, Inc. | 51,713 | $3.64M | 0.05% | +8,180+18.8% | Added |
| Concurrent Investment Advisors, LLC | 50,476 | $3.55M | 0.07% | +1,954+4.0% | Added |
| Intrepid Family Office LLC | 50,000 | $3.52M | 3.80% | −25,000−33.3% | Reduced |
| Sequoia Financial Advisors, LLC | 49,889 | $3.51M | 0.02% | +309+0.6% | Added |
| Atom Investors LP | 48,776 | $3.43M | 0.30% | +48,776 | New |
| Lockheed Martin Investment Management Co | 48,490 | $3.41M | 0.12% | −80,500−62.4% | Reduced |
| AQR Capital Management LLC | 48,187 | $3.39M | 0.00% | +15,623+48.0% | Added |
| Oppenheimer & Co Inc | 47,851 | $3.37M | 0.04% | −938−1.9% | Reduced |
| Integrated Quantitative Investments LLC | 47,698 | $3.36M | 0.99% | −26,902−36.1% | Reduced |
| Wolverine Trading, LLC | 46,287 | $3.29M | 0.08% | +46,287 | New |
| Chicago Trust Co NA | 46,131 | $3.25M | 0.46% | +4,087+9.7% | Added |
| Regions Financial Corp | 45,674 | $3.22M | 0.02% | −2,929−6.0% | Reduced |
| Lincluden Management Ltd | 44,138 | $3.11M | 0.34% | −736−1.6% | Reduced |
| Glass Wealth Management Co LLC | 44,013 | $3.10M | 1.65% | −75−0.2% | Reduced |
| HB Wealth Management, LLC | 43,989 | $3.10M | 0.02% | −4,239−8.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 43,905 | $3.09M | 0.04% | −1,740−3.8% | Reduced |
| Aviso Financial Inc. | 43,481 | $3.06M | 0.14% | +2,312+5.6% | Added |
| Interval Partners, LP | 43,407 | $3.06M | 0.07% | +13,130+43.4% | Added |
| Brown Advisory Inc | 43,283 | $3.05M | 0.00% | +1,008+2.4% | Added |
| Wetherby Asset Management Inc | 43,057 | $3.03M | 0.13% | +43,057 | New |
| Moors & Cabot, Inc. | 42,553 | $3.00M | 0.14% | −4,583−9.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 42,450 | $2.99M | 0.33% | −25−0.1% | Reduced |
| Pitcairn Co | 41,325 | $2.91M | 0.19% | −6,011−12.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 41,154 | $2.90M | 0.09% | +1,768+4.5% | Added |