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 |
|---|---|---|---|---|---|
| Denali Advisors LLC | 16,664 | $1.17M | 0.12% | −247−1.5% | Reduced |
| Glenview Trust Co | 16,622 | $1.17M | 0.02% | +260+1.6% | Added |
| Farther Finance Advisors, LLC | 16,570 | $1.17M | 0.02% | +6,851+70.5% | Added |
| Texas Yale Capital Corp. | 16,558 | $1.17M | 0.04% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 16,473 | $1.16M | 0.03% | +40.0% | Added |
| Frank, Rimerman Advisors LLC | 16,433 | $1.16M | 0.08% | +12,111+280.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16,417 | $1.16M | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 16,412 | $1.16M | 0.01% | +1,844+12.7% | Added |
| Apexium Financial, LP | 16,378 | $1.15M | 0.06% | +348+2.2% | Added |
| HBK Sorce Advisory LLC | 16,326 | $1.15M | 0.03% | −588−3.5% | Reduced |
| Auxier Asset Management | 16,151 | $1.14M | 0.17% | −50−0.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 16,020 | $1.13M | 0.02% | +200+1.3% | Added |
| Wedbush Securities Inc | 15,995 | $1.13M | 0.04% | −1,072−6.3% | Reduced |
| Marietta Investment Partners LLC | 15,924 | $1.12M | 0.25% | 00.0% | Unchanged |
| Perpetual Ltd | 15,839 | $1.12M | 0.01% | +200+1.3% | Added |
| Kingsview Wealth Management, LLC | 15,743 | $1.11M | 0.02% | −5,584−26.2% | Reduced |
| King Luther Capital Management Corp | 15,730 | $1.11M | 0.00% | −4,125−20.8% | Reduced |
| Smartleaf Asset Management LLC | 15,603 | $1.11M | 0.10% | −1,785−10.3% | Reduced |
| London & Capital Asset Management Ltd | 15,660 | $1.10M | 0.08% | −14,839−48.7% | Reduced |
| Jarislowsky, Fraser Ltd | 15,620 | $1.10M | 0.01% | −300−1.9% | Reduced |
| Sweeney & Michel, LLC | 15,162 | $1.10M | 0.39% | −428−2.7% | Reduced |
| Howland Capital Management LLC | 15,549 | $1.09M | 0.04% | 00.0% | Unchanged |
| Cowa, LLC | 15,523 | $1.09M | 0.42% | −2,833−15.4% | Reduced |
| Hunter Associates Investment Management LLC | 15,497 | $1.09M | 0.16% | −1,600−9.4% | Reduced |
| Hancock Whitney Corp | 15,381 | $1.08M | 0.02% | +3,541+29.9% | Added |
| Old Port Advisors | 15,370 | $1.08M | 0.30% | +9,435+159.0% | Added |
| Sagespring Wealth Partners, LLC | 15,246 | $1.07M | 0.02% | −606−3.8% | Reduced |
| SOL Capital Management CO | 15,230 | $1.07M | 0.10% | +42+0.3% | Added |
| Fifth Third Wealth Advisors LLC | 15,043 | $1.06M | 0.04% | +10,289+216.4% | Added |
| Hartree Partners, LP | 15,000 | $1.06M | 0.30% | +15,000 | New |
| Flagship Harbor Advisors, LLC | 14,895 | $1.05M | 0.05% | −203−1.3% | Reduced |
| Independence Bank of Kentucky | 14,891 | $1.05M | 0.15% | −15−0.1% | Reduced |
| Crewe Advisors LLC | 14,822 | $1.04M | 0.15% | −723−4.7% | Reduced |
| Savvy Advisors, Inc. | 14,793 | $1.04M | 0.07% | +2,403+19.4% | Added |
| Cyndeo Wealth Partners, LLC | 14,739 | $1.04M | 0.06% | −71−0.5% | Reduced |
| Abel Hall, LLC | 14,562 | $1.03M | 0.47% | +3,760+34.8% | Added |
| Koshinski Asset Management, Inc. | 14,528 | $1.02M | 0.08% | −597−3.9% | Reduced |
| Qtron Investments LLC | 14,528 | $1.02M | 0.13% | −30−0.2% | Reduced |
| American Financial Group Inc | 14,500 | $1.02M | 0.38% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 14,494 | $1.02M | 0.22% | +3,806+35.6% | Added |
| Strategic Global Advisors, LLC | 14,436 | $1.02M | 0.17% | +1,749+13.8% | Added |
| IFP Advisors, Inc | 14,396 | $1.01M | 0.03% | −1,092−7.1% | Reduced |
| Banco de Sabadell, S.A | 14,358 | $1.01M | 0.70% | 00.0% | Unchanged |
| National Asset Management, Inc. | 14,328 | $1.01M | 0.05% | −1,712−10.7% | Reduced |
| Pingora Partners LLC | 14,310 | $1.01M | 0.75% | −3,565−19.9% | Reduced |
| Cresset Asset Management, LLC | 14,297 | $1.01M | 0.01% | −47,033−76.7% | Reduced |
| Clifford Swan Investment Counsel LLC | 14,261 | $1.00M | 0.04% | −108−0.8% | Reduced |
| Crescent Sterling, Ltd. | 14,173 | $997.9K | 1.12% | −503−3.4% | Reduced |
| Chesley Taft & Associates LLC | 14,163 | $997.2K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 14,112 | $993.6K | 0.04% | −736−5.0% | Reduced |
| Apollon Wealth Management, LLC | 14,100 | $992.8K | 0.02% | −741−5.0% | Reduced |
| Hayek Kallen Investment Management | 14,000 | $986.0K | 0.34% | +1,588+12.8% | Added |
| Confluence Investment Management LLC | 13,989 | $985.0K | 0.01% | −8,812−38.6% | Reduced |
| Traynor Capital Management, Inc. | 13,800 | $982.5K | 0.07% | −847−5.8% | Reduced |
| Avantra Family Wealth, Inc. | 13,835 | $974.1K | 0.80% | +514+3.9% | Added |
| Clarius Group, LLC | 13,775 | $969.9K | 0.06% | +2,579+23.0% | Added |
| Summit Trail Advisors, LLC | 13,745 | $967.8K | 0.02% | +13,745 | New |
| Beck Mack & Oliver LLC | 13,647 | $960.9K | 0.02% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 13,638 | $960.3K | 0.07% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 13,632 | $959.8K | 0.04% | +3,887+39.9% | Added |
| Lee Danner & Bass Inc | 13,603 | $957.8K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 13,449 | $947.0K | 0.02% | −97−0.7% | Reduced |
| Crestwood Advisors Group LLC | 13,341 | $939.3K | 0.02% | −1,090−7.6% | Reduced |
| Sage Rhino Capital LLC | 13,275 | $934.7K | 0.20% | +21+0.2% | Added |
| Independent Financial Group, LLC | 13,220 | $930.8K | 0.03% | +15+0.1% | Added |
| TCG Advisory Services, LLC | 13,126 | $924.2K | 0.03% | +1,266+10.7% | Added |
| One Wealth Advisors, LLC | 13,115 | $923.4K | 0.13% | +1,205+10.1% | Added |
| Atria Wealth Solutions, Inc. | 12,995 | $921.0K | 0.02% | −13,649−51.2% | Reduced |
| Equitable Trust Co | 13,020 | $916.7K | 0.05% | −1,404−9.7% | Reduced |
| Coldstream Capital Management Inc | 13,014 | $916.4K | 0.01% | +911+7.5% | Added |
| Norden Group LLC | 13,006 | $915.8K | 0.10% | −190−1.4% | Reduced |
| Sunbelt Securities, Inc. | 14,492 | $907.9K | 0.08% | −515−3.4% | Reduced |
| Pin Oak Investment Advisors Inc | 12,258 | $898.0K | 0.76% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 12,748 | $897.6K | 0.02% | +1,124+9.7% | Added |
| EPG Wealth Management LLC | 12,711 | $895.0K | 0.27% | +25+0.2% | Added |
| First National Bank of Omaha | 12,677 | $892.6K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 12,631 | $889.3K | 0.02% | −8,699−40.8% | Reduced |
| Pines Wealth Management, LLC | 12,285 | $883.5K | 0.31% | +474+4.0% | Added |
| First Manhattan Co | 12,502 | $880.3K | 0.00% | +85+0.7% | Added |
| Mount Yale Investment Advisors, LLC | 12,335 | $868.5K | 0.07% | +1,307+11.9% | Added |
| Alhambra Investment Partners LLC | 12,286 | $865.1K | 0.43% | −55−0.4% | Reduced |
| AE Wealth Management LLC | 12,261 | $863.3K | 0.01% | +1,130+10.2% | Added |
| Syon Capital LLC | 12,230 | $861.1K | 0.06% | −1,744−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 12,170 | $856.9K | 0.13% | −540−4.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 12,164 | $856.4K | 0.03% | −869−6.7% | Reduced |
| Geneos Wealth Management Inc. | 12,050 | $848.4K | 0.02% | +5,250+77.2% | Added |
| Radnor Capital Management, LLC | 12,010 | $846.0K | 0.13% | 00.0% | Unchanged |
| Profund Advisors LLC | 11,971 | $842.9K | 0.03% | +415+3.6% | Added |
| Bogart Wealth, LLC | 11,953 | $841.6K | 0.04% | +43+0.4% | Added |
| IHT Wealth Management, LLC | 11,900 | $837.9K | 0.02% | +2,857+31.6% | Added |
| Dynamic Advisor Solutions LLC | 11,740 | $826.6K | 0.03% | −541−4.4% | Reduced |
| May Hill Capital, LLC | 11,723 | $825.4K | 0.27% | +1,706+17.0% | Added |
| Intrua Financial, LLC | 11,721 | $825.2K | 0.12% | −3,130−21.1% | Reduced |
| Bessemer Group Inc | 11,693 | $823.0K | 0.00% | −3,708−24.1% | Reduced |
| Hudson Portfolio Management LLC | 11,672 | $821.8K | 0.77% | −100−0.8% | Reduced |
| Portland Global Advisors LLC | 11,670 | $821.7K | 0.10% | −3,625−23.7% | Reduced |
| Bridgefront Capital, LLC | 11,642 | $819.7K | 0.22% | +11,642 | New |
| Toronto Dominion Bank | 11,615 | $819.0K | 0.00% | −360−3.0% | Reduced |
| Schulhoff & Co Inc | 11,602 | $816.9K | 0.36% | +485+4.4% | Added |
| Haverford Trust Co | 11,525 | $811.5K | 0.01% | −2,717−19.1% | Reduced |