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 |
|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 25,167 | $1.77M | 0.14% | +809+3.3% | Added |
| DRW Securities, LLC | 25,171 | $1.77M | 0.12% | +25,171 | New |
| Johnson Investment Counsel Inc | 24,988 | $1.76M | 0.02% | +273+1.1% | Added |
| Level Four Advisory Services, LLC | 24,791 | $1.75M | 0.06% | −1,753−6.6% | Reduced |
| Foster & Motley Inc | 24,708 | $1.74M | 0.10% | −565−2.2% | Reduced |
| Range Financial Group LLC | 24,705 | $1.74M | 0.68% | +343+1.4% | Added |
| Congress Wealth Management LLC | 24,587 | $1.73M | 0.02% | +12,155+97.8% | Added |
| Howe & Rusling Inc | 24,530 | $1.73M | 0.13% | +124+0.5% | Added |
| Phoenix Holdings Ltd. | 24,500 | $1.72M | 0.02% | −267−1.1% | Reduced |
| Shufro Rose & Co LLC | 23,514 | $1.72M | 0.14% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 24,452 | $1.72M | 0.03% | +945+4.0% | Added |
| EP Wealth Advisors, LLC | 24,425 | $1.72M | 0.01% | +2,752+12.7% | Added |
| Kelly Lawrence W & Associates Inc | 24,423 | $1.72M | 0.45% | −800−3.2% | Reduced |
| West Family Investments, Inc. | 24,418 | $1.72M | 0.45% | +5,045+26.0% | Added |
| HighPoint Advisor Group LLC | 24,373 | $1.72M | 0.09% | −239−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 24,342 | $1.71M | 0.13% | −194−0.8% | Reduced |
| Bollard Group LLC | 24,319 | $1.71M | 0.04% | +1,310+5.7% | Added |
| Trustmark National Bank Trust Department | 24,304 | $1.71M | 0.12% | +1,125+4.9% | Added |
| Cohen Capital Management, Inc. | 24,200 | $1.70M | 0.28% | 00.0% | Unchanged |
| LMCG Investments, LLC | 24,042 | $1.69M | 0.11% | −299−1.2% | Reduced |
| Avidian Wealth Solutions, LLC | 23,919 | $1.68M | 0.07% | +464+2.0% | Added |
| CSS LLC | 23,859 | $1.68M | 0.11% | +8,540+55.7% | Added |
| Greystone Financial Group, LLC | 23,818 | $1.68M | 0.28% | +499+2.1% | Added |
| Independent Advisor Alliance | 23,746 | $1.67M | 0.05% | +5,184+27.9% | Added |
| Coppell Advisory Solutions LLC | 23,539 | $1.67M | 0.20% | −3,539−13.1% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 23,658 | $1.67M | 0.52% | −8,409−26.2% | Reduced |
| Wellington Shields Capital Management, LLC | 23,475 | $1.65M | 0.28% | −4,550−16.2% | Reduced |
| Warren Averett Asset Management, LLC | 23,470 | $1.65M | 0.02% | +2,383+11.3% | Added |
| Adviser Investments LLC | 23,314 | $1.64M | 0.02% | +16,608+247.7% | Added |
| Park National Corp | 23,216 | $1.63M | 0.05% | +51+0.2% | Added |
| Bank Ozk | 22,970 | $1.62M | 0.62% | +1,234+5.7% | Added |
| Hilltop National Bank | 22,946 | $1.62M | 0.42% | +22,946 | New |
| Wesbanco Bank Inc | 22,746 | $1.60M | 0.05% | +2,586+12.8% | Added |
| Garrett Wealth Advisory Group, LLC | 22,678 | $1.60M | 0.34% | +10.0% | Added |
| Excalibur Management Corp | 22,277 | $1.57M | 0.59% | −79−0.4% | Reduced |
| Checchi Capital Advisers, LLC | 22,212 | $1.56M | 0.11% | −1,487−6.3% | Reduced |
| Sterling Capital Management LLC | 22,160 | $1.56M | 0.02% | −834−3.6% | Reduced |
| Chilton Capital Management LLC | 21,998 | $1.55M | 0.06% | −1,684−7.1% | Reduced |
| Valeo Financial Advisors, LLC | 21,896 | $1.54M | 0.04% | −2,750−11.2% | Reduced |
| PFG Investments, LLC | 21,881 | $1.54M | 0.09% | −2,807−11.4% | Reduced |
| Herold Advisors, Inc. | 21,798 | $1.53M | 0.32% | +859+4.1% | Added |
| Lowe Brockenbrough & Co Inc | 21,733 | $1.53M | 0.09% | −715−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 21,681 | $1.53M | 0.02% | +177+0.8% | Added |
| Two Sigma Investments, LP | 21,500 | $1.51M | 0.00% | −1,014,582−97.9% | Reduced |
| Clearstead Advisors, LLC | 21,425 | $1.51M | 0.02% | −216−1.0% | Reduced |
| Midwest Trust Co | 21,399 | $1.51M | 0.02% | +21,399 | New |
| Highland Capital Management, LLC | 21,161 | $1.49M | 0.08% | −550−2.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21,131 | $1.49M | 0.52% | +184+0.9% | Added |
| Stonegate Investment Group, LLC | 21,025 | $1.48M | 0.04% | +1,498+7.7% | Added |
| Hilltop Holdings Inc. | 20,798 | $1.46M | 0.09% | −698−3.2% | Reduced |
| GM Advisory Group, Inc. | 20,705 | $1.46M | 0.07% | −308−1.5% | Reduced |
| Permanens Capital L.P. | 20,704 | $1.46M | 0.20% | +2,764+15.4% | Added |
| Mission Wealth Management, LP | 20,553 | $1.45M | 0.03% | −747−3.5% | Reduced |
| Red Spruce Capital, LLC | 20,542 | $1.45M | 0.63% | −135−0.7% | Reduced |
| Sendero Wealth Management, LLC | 20,489 | $1.44M | 0.18% | −2,752−11.8% | Reduced |
| Barry Investment Advisors, LLC | 20,458 | $1.44M | 0.36% | −102−0.5% | Reduced |
| Aaron Wealth Advisors | 20,369 | $1.43M | 0.15% | +870+4.5% | Added |
| Cookson Peirce & Co Inc | 20,332 | $1.43M | 0.06% | +6,238+44.3% | Added |
| Miracle Mile Advisors, LLC | 20,275 | $1.43M | 0.02% | −1,327−6.1% | Reduced |
| Great Valley Advisor Group, Inc. | 20,145 | $1.42M | 0.03% | −3,645−15.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 19,610 | $1.41M | 0.00% | +287+1.5% | Added |
| Beese Fulmer Investment Management, Inc. | 19,903 | $1.40M | 0.10% | +114+0.6% | Added |
| Israel Discount Bank of New York | 19,424 | $1.37M | 5.19% | −50.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.37M | 0.33% | −1,938−9.1% | Reduced |
| Howard Capital Management Inc. | 19,402 | $1.37M | 0.02% | +5,805+42.7% | Added |
| Baker Ellis Asset Management LLC | 19,400 | $1.37M | 0.19% | −900−4.4% | Reduced |
| Leavell Investment Management, Inc. | 19,371 | $1.36M | 0.06% | −1,709−8.1% | Reduced |
| Manske Wealth Management | 19,325 | $1.36M | 0.45% | +479+2.5% | Added |
| Madison Asset Management, LLC | 19,180 | $1.35M | 0.01% | −5,105−21.0% | Reduced |
| Recurrent Investment Advisors LLC | 52,591 | $1.35M | 0.11% | +503+1.0% | Added |
| American Capital Advisory, LLC | 19,087 | $1.34M | 0.67% | −45−0.2% | Reduced |
| Solstein Capital, LLC | 19,071 | $1.34M | 0.69% | −139−0.7% | Reduced |
| Unified Investment Management | 18,996 | $1.34M | 1.43% | +269+1.4% | Added |
| MidWestOne Financial Group, Inc. | 18,830 | $1.33M | 0.17% | +88+0.5% | Added |
| Merit Financial Group, LLC | 18,679 | $1.32M | 0.01% | +7,145+61.9% | Added |
| Greenleaf Trust | 18,601 | $1.31M | 0.01% | −70−0.4% | Reduced |
| Flow Traders U.S. LLC | 18,502 | $1.30M | 0.05% | +18,502 | New |
| HSBC Holdings PLC | 18,420 | $1.30M | 0.00% | −15−0.1% | Reduced |
| Victrix Investment Advisors | 18,355 | $1.29M | 0.57% | +225+1.2% | Added |
| Cullen Investment Group, Ltd. | 18,324 | $1.29M | 0.18% | +121+0.7% | Added |
| WealthTrust Axiom LLC | 18,304 | $1.29M | 0.38% | −694−3.7% | Reduced |
| Louisbourg Investments Inc. | 18,290 | $1.29M | 0.30% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 18,098 | $1.27M | 0.02% | −8,872−32.9% | Reduced |
| Mather Group, LLC. | 17,674 | $1.24M | 0.01% | +468+2.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,513 | $1.23M | 0.00% | −315−1.8% | Reduced |
| Wealthspire Advisors, LLC | 17,461 | $1.23M | 0.01% | +743+4.4% | Added |
| Coastal Bridge Advisors, LLC | 17,380 | $1.22M | 0.10% | +532+3.2% | Added |
| Benjamin Edwards Inc | 17,337 | $1.22M | 0.02% | +6,359+57.9% | Added |
| Evelyn Partners Investment Management LLP | 17,297 | $1.22M | 0.04% | −25−0.1% | Reduced |
| Poehling Capital Management, LLC | 17,223 | $1.21M | 0.28% | +17,223 | New |
| Royal London Asset Management Ltd | 17,202 | $1.21M | 0.00% | +399+2.4% | Added |
| Ballentine Partners, LLC | 17,196 | $1.21M | 0.02% | +2,074+13.7% | Added |
| SG Americas Securities, LLC | 17,123 | $1.21M | 0.01% | −267,914−94.0% | Reduced |
| Principal Street Partners, LLC | 17,112 | $1.20M | 0.12% | +11,395+199.3% | Added |
| Next Level Private LLC | 17,046 | $1.20M | 0.39% | +59+0.3% | Added |
| Moody National Bank Trust Division | 16,985 | $1.20M | 0.11% | −241−1.4% | Reduced |
| Rodgers Brothers Inc. | 16,925 | $1.19M | 0.15% | −200−1.2% | Reduced |
| LSV Asset Management | 16,900 | $1.19M | 0.00% | +2,400+16.6% | Added |
| SCP Investment, LP | 16,800 | $1.18M | 0.95% | +1,000+6.3% | Added |
| Parallel Advisors, LLC | 16,697 | $1.18M | 0.02% | −2,382−12.5% | Reduced |