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 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 41,066 | $2.89M | 0.08% | −176−0.4% | Reduced |
| CIBC Asset Management Inc | 40,763 | $2.87M | 0.01% | +204+0.5% | Added |
| Lido Advisors, LLC | 40,638 | $2.86M | 0.02% | +2,585+6.8% | Added |
| Bryn Mawr Trust Co | 40,611 | $2.86M | 0.05% | −4,711−10.4% | Reduced |
| Columbia Asset Management | 40,512 | $2.85M | 0.56% | +100+0.2% | Added |
| Integrated Wealth Concepts LLC | 39,041 | $2.75M | 0.03% | +2,858+7.9% | Added |
| Yousif Capital Management, LLC | 38,919 | $2.74M | 0.03% | +2,665+7.4% | Added |
| Advisory Services Network, LLC | 37,930 | $2.74M | 0.04% | +3,009+8.6% | Added |
| HORAN Wealth, LLC | 38,580 | $2.72M | 0.83% | +38,580 | New |
| Drexel Morgan & Co. | 38,544 | $2.71M | 0.48% | 00.0% | Unchanged |
| Allworth Financial LP | 38,541 | $2.71M | 0.01% | +4,612+13.6% | Added |
| Asio Capital, LLC | 38,523 | $2.71M | 0.45% | +2,108+5.8% | Added |
| HF Advisory Group, LLC | 38,465 | $2.71M | 1.07% | +6,499+20.3% | Added |
| Advisors Management Group Inc | 38,231 | $2.69M | 0.51% | −479−1.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 38,122 | $2.68M | 0.09% | +1,166+3.2% | Added |
| Mitchell Capital Management Co | 38,079 | $2.68M | 0.50% | −4,090−9.7% | Reduced |
| Gluskin Sheff & Assoc Inc | 37,707 | $2.65M | 0.32% | −19,248−33.8% | Reduced |
| Hantz Financial Services, Inc. | 37,693 | $2.65M | 0.04% | +17,316+85.0% | Added |
| Altrafin AG | 37,461 | $2.64M | 0.89% | −12,718−25.3% | Reduced |
| Altshuler Shaham Ltd | 37,000 | $2.61M | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 36,974 | $2.60M | 0.02% | +6,218+20.2% | Added |
| Nan Shan Life Insurance Co., Ltd. | 36,888 | $2.60M | 0.06% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 36,567 | $2.57M | 0.04% | +191+0.5% | Added |
| Arkadios Wealth Advisors | 36,565 | $2.57M | 0.08% | −439−1.2% | Reduced |
| Continental Advisors LLC | 36,520 | $2.57M | 1.84% | 00.0% | Unchanged |
| Quest Investment Management LLC | 36,312 | $2.56M | 0.28% | +16,312+81.6% | Added |
| Vise Technologies, Inc. | 36,303 | $2.56M | 0.11% | +36,303 | New |
| Fiduciary Alliance LLC | 36,213 | $2.55M | 0.19% | +72+0.2% | Added |
| Portside Wealth Group, LLC | 36,157 | $2.55M | 0.38% | +797+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 36,136 | $2.54M | 0.02% | −1,315−3.5% | Reduced |
| Advisors Asset Management, Inc. | 36,098 | $2.54M | 0.05% | −1,483−3.9% | Reduced |
| Forefront Wealth Management Inc. | 36,073 | $2.54M | 2.04% | −70.0% | Reduced |
| Commerce Bank | 36,068 | $2.54M | 0.01% | +2,639+7.9% | Added |
| Skopos Labs, Inc. | 36,059 | $2.54M | 0.33% | +18,906+110.2% | Added |
| Limestone Investment Advisors LP | 36,000 | $2.53M | 1.10% | +36,000 | New |
| NewEdge Wealth, LLC | 35,320 | $2.52M | 0.04% | −1,972−5.3% | Reduced |
| Beacon Pointe Advisors, LLC | 35,445 | $2.50M | 0.03% | +399+1.1% | Added |
| Nelson Capital Management, LLC | 35,273 | $2.48M | 0.33% | −146−0.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,816 | $2.45M | 0.10% | −130,674−79.0% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 34,514 | $2.43M | 0.12% | +14,979+76.7% | Added |
| Pettyjohn, Wood & White, Inc | 34,352 | $2.42M | 0.43% | −450−1.3% | Reduced |
| Forum Financial Management, LP | 34,261 | $2.41M | 0.04% | −6,655−16.3% | Reduced |
| Whittier Trust Co | 34,262 | $2.41M | 0.03% | +3,361+10.9% | Added |
| Mill Capital Management, LLC | 34,218 | $2.41M | 0.19% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 34,073 | $2.40M | 0.01% | −1,718−4.8% | Reduced |
| Roberts Wealth Advisors, LLC | 33,902 | $2.39M | 0.69% | +272+0.8% | Added |
| Thrivent Financial for Lutherans | 33,222 | $2.35M | 0.01% | +18,487+125.5% | Added |
| Rathbone Brothers plc | 33,165 | $2.34M | 0.01% | −1,504−4.3% | Reduced |
| DMKC Advisory Services, LLC | 33,167 | $2.33M | 1.22% | +2,650+8.7% | Added |
| InvesTrust | 33,013 | $2.32M | 0.90% | −47,121−58.8% | Reduced |
| Kanawha Capital Management LLC | 32,978 | $2.32M | 0.17% | −2,270−6.4% | Reduced |
| BBR Partners, LLC | 32,890 | $2.32M | 0.14% | 00.0% | Unchanged |
| apricus wealth, LLC | 32,705 | $2.30M | 1.34% | +2,465+8.2% | Added |
| Wambolt & Associates, LLC | 32,227 | $2.29M | 0.77% | −1,198−3.6% | Reduced |
| GFS Advisors, LLC | 32,177 | $2.27M | 0.31% | +32,177 | New |
| Galilei Investment Office LLP | 63,920 | $2.25M | 1.14% | +63,920 | New |
| Whittier Trust Co of Nevada Inc | 31,765 | $2.24M | 0.05% | +5,637+21.6% | Added |
| Great Lakes Retirement, Inc. | 31,436 | $2.21M | 0.26% | +2,599+9.0% | Added |
| Sierra Capital LLC | 31,266 | $2.20M | 0.25% | +551+1.8% | Added |
| State Street Corp | 30,928 | $2.18M | 0.00% | −9,207−22.9% | Reduced |
| Simmons Bank | 30,856 | $2.17M | 0.15% | −330−1.1% | Reduced |
| Harbour Investment Management LLC | 30,638 | $2.16M | 0.93% | −420−1.4% | Reduced |
| TD Private Client Wealth LLC | 30,442 | $2.14M | 0.05% | +3,947+14.9% | Added |
| Regatta Capital Group, LLC | 30,027 | $2.11M | 0.36% | +773+2.6% | Added |
| Perigon Wealth Management, LLC | 29,676 | $2.09M | 0.05% | −1,149−3.7% | Reduced |
| Atomi Financial Group, Inc. | 29,580 | $2.08M | 0.08% | −8,913−23.2% | Reduced |
| Spears Abacus Advisors LLC | 29,548 | $2.08M | 0.04% | +39+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 29,344 | $2.07M | 0.58% | −71−0.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 28,568 | $2.06M | 1.11% | +100+0.4% | Added |
| Iams Wealth Management, LLC | 29,203 | $2.06M | 0.94% | +325+1.1% | Added |
| United Capital Financial Advisers, LLC | 29,011 | $2.04M | 0.02% | +1,703+6.2% | Added |
| Burney Co | 28,977 | $2.04M | 0.07% | −1,040−3.5% | Reduced |
| Stolper Co | 28,966 | $2.04M | 0.67% | −140.0% | Reduced |
| SeaCrest Wealth Management, LLC | 28,956 | $2.04M | 0.22% | −832−2.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 28,940 | $2.04M | 0.01% | +8,616+42.4% | Added |
| Cornerstone Select Advisors, LLC | 28,734 | $2.02M | 1.78% | −1,485−4.9% | Reduced |
| Farringdon Capital, Ltd. | 28,599 | $2.01M | 0.68% | +28,599 | New |
| CWA Asset Management Group, LLC | 28,586 | $2.01M | 0.09% | +4,558+19.0% | Added |
| Earnest Partners LLC | 28,290 | $1.99M | 0.01% | −1,011−3.5% | Reduced |
| J.W. Cole Advisors, Inc. | 28,279 | $1.99M | 0.04% | −123−0.4% | Reduced |
| Bahl & Gaynor Inc | 28,050 | $1.98M | 0.01% | −4,000−12.5% | Reduced |
| Caldwell Trust Co | 27,841 | $1.96M | 0.20% | +855+3.2% | Added |
| Potomac Fund Management Inc | 27,724 | $1.96M | 0.11% | +906+3.4% | Added |
| Snowden Capital Advisors LLC | 27,805 | $1.96M | 0.06% | −4,833−14.8% | Reduced |
| Scotia Capital Inc. | 27,756 | $1.95M | 0.01% | −4,773−14.7% | Reduced |
| Sentinel Trust Co Lba | 27,750 | $1.95M | 0.21% | +230+0.8% | Added |
| Octavia Wealth Advisors, LLC | 26,999 | $1.90M | 0.22% | −1,170−4.2% | Reduced |
| ARS Wealth Advisors Group, LLC | 26,967 | $1.90M | 0.22% | −2,659−9.0% | Reduced |
| Archford Capital Strategies, LLC | 26,896 | $1.89M | 0.24% | +26,896 | New |
| 44 Wealth Management LLC | 26,895 | $1.89M | 0.67% | +2,707+11.2% | Added |
| Waters Parkerson & Co., LLC | 26,713 | $1.88M | 0.09% | −375−1.4% | Reduced |
| Reik & Co., LLC | 26,411 | $1.86M | 0.46% | −17,590−40.0% | Reduced |
| Altman Advisors, Inc. | 25,997 | $1.85M | 0.76% | +993+4.0% | Added |
| Game Creek Capital, LP | 25,875 | $1.82M | 0.93% | −625−2.4% | Reduced |
| Insigneo Advisory Services, LLC | 25,772 | $1.81M | 0.16% | +63+0.2% | Added |
| Stratos Wealth Partners, LTD. | 25,584 | $1.80M | 0.02% | −934−3.5% | Reduced |
| Cherokee Insurance Co | 25,439 | $1.79M | 0.78% | 00.0% | Unchanged |
| Rhumbline Advisers | 25,385 | $1.79M | 0.00% | +600+2.4% | Added |
| Absher Wealth Management, LLC | 25,383 | $1.79M | 0.22% | +767+3.1% | Added |
| Montag A & Associates Inc | 25,377 | $1.79M | 0.09% | −1,246−4.7% | Reduced |