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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 11,479 | $808.3K | 0.01% | +2,117+22.6% | Added |
| Gratus Wealth Advisors, LLC | 11,462 | $807.0K | 0.12% | −128−1.1% | Reduced |
| Osborne Partners Capital Management, LLC | 11,448 | $806.1K | 0.04% | −4,800−29.5% | Reduced |
| Gradient Investments LLC | 11,443 | $805.7K | 0.01% | +1,833+19.1% | Added |
| Investor's Fiduciary Advisor Network, LLC | 11,432 | $804.0K | 0.30% | −206−1.8% | Reduced |
| Wedmont Private Capital | 11,111 | $797.0K | 0.03% | −185−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 11,300 | $795.6K | 0.01% | +1,109+10.9% | Added |
| LOM Asset Management Ltd | 11,295 | $795.0K | 0.27% | +11,295 | New |
| Nwam LLC | 11,057 | $793.4K | 0.05% | +4,308+63.8% | Added |
| Lebenthal Global Advisors, LLC | 11,224 | $790.3K | 0.15% | +161+1.5% | Added |
| Ingalls & Snyder LLC | 11,200 | $789.0K | 0.03% | −38−0.3% | Reduced |
| Clear Creek Financial Management, LLC | 11,185 | $787.5K | 0.07% | +5,956+113.9% | Added |
| Diversified Trust Co | 11,137 | $784.2K | 0.02% | +298+2.7% | Added |
| Gryphon Financial Partners LLC | 11,114 | $782.5K | 0.10% | −987−8.2% | Reduced |
| Fidelis Capital Partners, LLC | 10,824 | $781.9K | 0.07% | +274+2.6% | Added |
| John G Ullman & Associates Inc | 11,100 | $781.6K | 0.12% | +100+0.9% | Added |
| Stock Yards Bank & Trust Co | 11,093 | $781.1K | 0.03% | +1,754+18.8% | Added |
| Fox Run Management, L.L.C. | 11,059 | $778.7K | 0.13% | +11,059 | New |
| Quinn Opportunity Partners LLC | 11,000 | $774.5K | 0.07% | 00.0% | Unchanged |
| U S Global Investors Inc | 11,000 | $774.5K | 0.09% | +6,000+120.0% | Added |
| Commons Capital, LLC | 11,000 | $774.5K | 0.59% | +11,000 | New |
| Private Trust Co NA | 10,933 | $769.8K | 0.07% | −92−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,869 | $765.3K | 0.04% | −3,492−24.3% | Reduced |
| Aull & Monroe Investment Management Corp | 10,827 | $762.3K | 0.41% | 00.0% | Unchanged |
| Busey Wealth Management | 10,802 | $760.6K | 0.02% | −919−7.8% | Reduced |
| VeraBank, N.A. | 10,728 | $755.4K | 0.15% | +10,728 | New |
| Meridian Wealth Management, LLC | 10,716 | $754.5K | 0.03% | −279−2.5% | Reduced |
| GW Henssler & Associates Ltd | 10,701 | $753.5K | 0.04% | 00.0% | Unchanged |
| Finivi Inc. | 10,661 | $750.6K | 0.51% | −59−0.6% | Reduced |
| Trust Point Inc. | 10,644 | $749.4K | 0.07% | +683+6.9% | Added |
| Integrated Advisors Network LLC | 10,626 | $748.2K | 0.03% | −30,625−74.2% | Reduced |
| Gamco Investors, Inc. Et Al | 10,594 | $745.9K | 0.01% | +775+7.9% | Added |
| Shoker Investment Counsel, Inc. | 10,572 | $744.4K | 0.23% | −24−0.2% | Reduced |
| TCTC Holdings, LLC | 10,533 | $741.6K | 0.02% | −1,975−15.8% | Reduced |
| Brucke Financial, Inc. | 10,512 | $740.1K | 0.51% | +52+0.5% | Added |
| Smith, Moore & Co. | 10,509 | $740.0K | 0.06% | +2,574+32.4% | Added |
| Capital Investment Advisors, LLC | 10,509 | $739.9K | 0.01% | −720−6.4% | Reduced |
| Private Capital Management, LLC | 10,500 | $739.3K | 0.07% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10,472 | $737.3K | 0.08% | −216−2.0% | Reduced |
| AlTi Global, Inc. | 10,466 | $736.9K | 0.02% | +5,631+116.5% | Added |
| Summitry LLC | 10,446 | $735.5K | 0.03% | +1,678+19.1% | Added |
| Camden Capital, LLC | 10,420 | $733.7K | 0.07% | −165−1.6% | Reduced |
| Henry James International Management, Inc. | 10,387 | $731.3K | 0.24% | 00.0% | Unchanged |
| Intrust Bank NA | 10,381 | $730.9K | 0.06% | −27−0.3% | Reduced |
| Investors Research Corp | 10,357 | $729.2K | 0.14% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 10,313 | $726.2K | 0.28% | −23−0.2% | Reduced |
| Wallace Advisory Group, LLC | 9,906 | $725.9K | 0.53% | +2,101+26.9% | Added |
| First Horizon Advisors, Inc. | 10,307 | $725.8K | 0.02% | −494−4.6% | Reduced |
| Gibbs Wealth Management | 10,296 | $724.9K | 0.14% | +2,251+28.0% | Added |
| Wealth Alliance | 10,193 | $717.7K | 0.08% | −40−0.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 10,164 | $715.6K | 0.02% | +338+3.4% | Added |
| Archetype Wealth Partners | 10,105 | $711.0K | 0.10% | 00.0% | Unchanged |
| Brighton Jones LLC | 10,039 | $706.8K | 0.02% | +3,422+51.7% | Added |
| PDS Planning, Inc | 10,021 | $705.6K | 0.05% | −187−1.8% | Reduced |
| RBF Capital, LLC | 10,000 | $704.1K | 0.03% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10,000 | $704.1K | 0.38% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 9,985 | $703.1K | 0.05% | +1,575+18.7% | Added |
| DMG Group, LLC | 9,980 | $702.7K | 0.55% | −132−1.3% | Reduced |
| NBC Securities, Inc. | 9,801 | $690.0K | 0.06% | −187−1.9% | Reduced |
| Verdence Capital Advisors LLC | 9,784 | $688.9K | 0.05% | +72+0.7% | Added |
| Mutual Advisors, LLC | 9,558 | $688.1K | 0.02% | +30+0.3% | Added |
| W Advisors, LLC | 9,764 | $687.5K | 0.39% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 9,403 | $687.5K | 0.05% | −15−0.2% | Reduced |
| Ethic Inc. | 9,685 | $687.4K | 0.01% | +2,445+33.8% | Added |
| Smithfield Trust Co | 9,674 | $682.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,659 | $680.1K | 0.02% | +9,659 | New |
| First Wilshire Securities Management Inc | 9,600 | $675.9K | 0.18% | +119+1.3% | Added |
| Fruth Investment Management | 9,479 | $667.0K | 0.18% | −64−0.7% | Reduced |
| Tiaa Trust, National Association | 9,426 | $663.7K | 0.00% | −1,482−13.6% | Reduced |
| Flputnam Investment Management Co | 9,422 | $663.4K | 0.01% | +2,476+35.6% | Added |
| Sigma Planning Corp | 9,410 | $662.5K | 0.02% | −179−1.9% | Reduced |
| 180 Wealth Advisors, LLC | 9,400 | $661.9K | 0.09% | +133+1.4% | Added |
| Penbrook Management LLC | 9,400 | $661.9K | 0.50% | −500−5.1% | Reduced |
| GQG Partners LLC | 9,380 | $660.4K | 0.00% | −2,858,549−99.7% | Reduced |
| Harmony Asset Management LLC | 9,307 | $655.3K | 0.25% | 00.0% | Unchanged |
| Seamount Financial Group Inc | 9,296 | $654.5K | 0.34% | +4,900+111.5% | Added |
| ICONIQ Capital, LLC | 9,284 | $653.7K | 0.01% | −596−6.0% | Reduced |
| Farmers & Merchants Investments Inc | 9,279 | $653.3K | 0.02% | 00.0% | Unchanged |
| Inscription Capital, LLC | 9,268 | $652.6K | 0.09% | −11,345−55.0% | Reduced |
| Northeast Financial Consultants Inc | 9,250 | $651.3K | 0.03% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 9,250 | $651.3K | 0.10% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 9,227 | $649.7K | 0.02% | −171−1.8% | Reduced |
| Ascent Group, LLC | 9,157 | $644.7K | 0.03% | +288+3.2% | Added |
| Circle Wealth Management, LLC | 9,155 | $644.6K | 0.01% | −798−8.0% | Reduced |
| Wealthcare Advisory Partners LLC | 9,140 | $643.6K | 0.01% | +196+2.2% | Added |
| NBT Bank N A | 9,125 | $642.5K | 0.04% | −100−1.1% | Reduced |
| Jackson Square Capital, LLC | 9,107 | $641.2K | 0.14% | −2,210−19.5% | Reduced |
| Collaborative Wealth Managment Inc. | 9,104 | $641.0K | 0.28% | +8+0.1% | Added |
| Aries Wealth Management | 9,100 | $640.7K | 0.17% | +490+5.7% | Added |
| Childress Capital Advisors, LLC | 9,068 | $638.5K | 0.16% | −3,423−27.4% | Reduced |
| Core Wealth Partners LLC | 9,050 | $637.2K | 0.32% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 9,036 | $636.2K | 0.29% | −262−2.8% | Reduced |
| Rosenberg Matthew Hamilton | 9,026 | $635.5K | 0.15% | +112+1.3% | Added |
| Williams Jones Wealth Management, LLC. | 8,861 | $623.9K | 0.01% | +611+7.4% | Added |
| Versant Capital Management, Inc | 8,857 | $623.6K | 0.09% | −1,397−13.6% | Reduced |
| InTrack Investment Management Inc | 8,812 | $620.5K | 0.42% | +1,120+14.6% | Added |
| Linden Thomas Advisory Services, LLC | 8,733 | $614.9K | 0.07% | +1,307+17.6% | Added |
| Campbell & CO Investment Adviser LLC | 8,674 | $610.7K | 0.04% | −20,981−70.8% | Reduced |
| Daymark Wealth Partners, LLC | 8,661 | $609.8K | 0.02% | −1,294−13.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,659 | $609.7K | 0.04% | +9+0.1% | Added |