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 |
|---|---|---|---|---|---|
| Change Path, LLC | 8,620 | $606.9K | 0.02% | +563+7.0% | Added |
| Boyd Watterson Asset Management LLC | 8,605 | $605.9K | 0.19% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 8,585 | $604.5K | 0.28% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 8,576 | $603.8K | 0.17% | +185+2.2% | Added |
| Spire Wealth Management | 8,541 | $601.4K | 0.02% | +933+12.3% | Added |
| Chemistry Wealth Management LLC | 8,497 | $598.3K | 0.13% | +101+1.2% | Added |
| Kathmere Capital Management, LLC | 8,494 | $598.1K | 0.05% | +100+1.2% | Added |
| Alliance Wealth Advisors, LLC | 8,481 | $597.1K | 0.15% | +294+3.6% | Added |
| Sivia Capital Partners, LLC | 8,462 | $595.8K | 0.20% | +493+6.2% | Added |
| CenterStar Asset Management, LLC | 8,450 | $595.0K | 0.73% | +8,450 | New |
| Boston Family Office LLC | 8,419 | $593.0K | 0.04% | −83−1.0% | Reduced |
| Pictet Bank & Trust Ltd | 8,400 | $591.4K | 0.69% | 00.0% | Unchanged |
| Ignite Planners, LLC | 8,396 | $590.1K | 0.10% | −14−0.2% | Reduced |
| Hollencrest Capital Management | 8,377 | $589.8K | 0.03% | −500−5.6% | Reduced |
| Clear Street Markets LLC | 8,374 | $589.6K | 0.21% | +8,374 | New |
| WSFS Capital Management, LLC | 8,367 | $589.1K | 0.03% | +2,467+41.8% | Added |
| Soltis Investment Advisors LLC | 8,360 | $588.6K | 0.05% | +8,360 | New |
| Legacy Wealth Asset Management, LLC | 8,359 | $588.6K | 0.15% | +98+1.2% | Added |
| Philadelphia Trust Co | 8,350 | $588.0K | 0.05% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 8,322 | $586.0K | 0.04% | −390−4.5% | Reduced |
| Journey Strategic Wealth LLC | 8,304 | $584.7K | 0.02% | +4,988+150.4% | Added |
| Broadwater Capital Management LLC | 578,841 | $578.8K | 0.45% | +570,605+6,928.2% | Added |
| Harrell Investment Partners, LLC | 8,212 | $578.2K | 0.15% | −862−9.5% | Reduced |
| Umb Bank N A | 8,192 | $576.8K | 0.01% | −78−0.9% | Reduced |
| Probity Advisors, Inc. | 8,168 | $575.1K | 0.10% | +128+1.6% | Added |
| Choate Investment Advisors | 8,127 | $572.2K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 8,090 | $570.1K | 0.01% | −6,344−44.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,080 | $568.9K | 0.00% | +1,723+27.1% | Added |
| Motco | 7,858 | $567.4K | 0.05% | −58−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8,058 | $567.4K | 0.00% | −1,051−11.5% | Reduced |
| Net Worth Advisory Group | 8,030 | $565.4K | 0.13% | +331+4.3% | Added |
| R.H. Dinel Investment Counsel, Inc. | 8,015 | $564.3K | 0.38% | −525−6.1% | Reduced |
| Evernest Financial Advisors, LLC | 8,006 | $563.7K | 0.18% | +40+0.5% | Added |
| Orion Investment Co | 7,989 | $562.5K | 0.20% | −4−0.1% | Reduced |
| Cozad Asset Management Inc | 7,954 | $560.0K | 0.05% | −610−7.1% | Reduced |
| Atlantic Trust, LLC | 7,948 | $559.6K | 0.11% | −112−1.4% | Reduced |
| Bruce G. Allen Investments, LLC | 7,933 | $558.6K | 0.42% | +177+2.3% | Added |
| Sonora Investment Management Group, LLC | 7,929 | $558.3K | 0.04% | +1,213+18.1% | Added |
| GAMMA Investing LLC | 7,925 | $558.0K | 0.04% | +2,156+37.4% | Added |
| Pullen Investment Management, LLC | 7,891 | $555.6K | 0.33% | −577−6.8% | Reduced |
| Simon Quick Advisors, LLC | 7,868 | $554.0K | 0.03% | −4,104−34.3% | Reduced |
| Pensionmark Financial Group, LLC | 7,849 | $552.6K | 0.01% | −1,500−16.0% | Reduced |
| Welch & Forbes LLC | 7,836 | $551.7K | 0.01% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 7,821 | $550.6K | 0.10% | −331−4.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,804 | $549.0K | 0.15% | −284−3.5% | Reduced |
| Councilmark Asset Management, LLC | 7,775 | $547.4K | 0.35% | 00.0% | Unchanged |
| West Oak Capital, LLC | 7,765 | $546.7K | 0.22% | +460+6.3% | Added |
| Dearborn Partners LLC | 7,753 | $545.9K | 0.03% | +22+0.3% | Added |
| MONECO Advisors, LLC | 7,674 | $540.3K | 0.05% | +91+1.2% | Added |
| Venture Visionary Partners LLC | 7,670 | $540.1K | 0.02% | +4+0.1% | Added |
| Aspen Grove Capital, LLC | 7,659 | $539.3K | 0.09% | −54−0.7% | Reduced |
| Plan A Wealth LLC | 7,622 | $536.7K | 0.30% | +3,510+85.4% | Added |
| Estabrook Capital Management | 7,615 | $536.2K | 0.08% | −40−0.5% | Reduced |
| Albert D Mason Inc | 7,550 | $531.6K | 0.38% | +159+2.2% | Added |
| Davis R M Inc | 7,533 | $530.4K | 0.01% | −2,482−24.8% | Reduced |
| Mattern Wealth Management LLC | 7,520 | $529.5K | 0.11% | +120+1.6% | Added |
| Mairs & Power Inc | 7,504 | $528.4K | 0.01% | 00.0% | Unchanged |
| Fractal Investments LLC | 7,500 | $528.1K | 0.08% | +7,500 | New |
| Plancorp, LLC | 7,483 | $526.9K | 0.02% | −21−0.3% | Reduced |
| Vaughan David Investments LLC | 7,432 | $523.0K | 0.01% | +1,239+20.0% | Added |
| Bayesian Capital Management, LP | 7,400 | $521.0K | 0.08% | +7,400 | New |
| Schnieders Capital Management LLC | 7,360 | $518.2K | 0.09% | −4,800−39.5% | Reduced |
| Harbour Capital Advisors, LLC | 7,160 | $517.5K | 0.11% | −75−1.0% | Reduced |
| Trust Co of Vermont | 7,300 | $514.0K | 0.02% | −86−1.2% | Reduced |
| Kavar Capital Partners Group, LLC | 7,284 | $512.9K | 0.07% | −400−5.2% | Reduced |
| Equitable Holdings, Inc. | 7,272 | $512.0K | 0.00% | +672+10.2% | Added |
| Quotient Wealth Partners, LLC | 7,268 | $511.7K | 0.02% | +3,772+107.9% | Added |
| Hardin Capital Partners, LLC | 7,167 | $510.2K | 0.30% | −473−6.2% | Reduced |
| Empower Advisory Group, LLC | 7,240 | $509.8K | 0.00% | −414−5.4% | Reduced |
| Seed Wealth Management, Inc. | 7,227 | $508.9K | 0.38% | −538−6.9% | Reduced |
| Capital Advisors Inc | 7,164 | $504.4K | 0.01% | −734−9.3% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,164 | $504.4K | 0.01% | +866+13.8% | Added |
| Bartlett & Co. Wealth Management LLC | 7,132 | $502.2K | 0.01% | +13+0.2% | Added |
| Bulltick Wealth Management, LLC | 7,126 | $501.7K | 0.12% | +693+10.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 7,112 | $500.8K | 0.11% | −594−7.7% | Reduced |
| National Philanthropic Trust | 7,101 | $500.0K | 0.01% | +34+0.5% | Added |
| Select Asset Management & Trust | 7,074 | $498.0K | 0.17% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7,070 | $497.8K | 0.27% | +2,875+68.5% | Added |
| Principle Wealth Partners LLC | 7,065 | $497.4K | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,026 | $494.5K | 0.00% | 00.0% | Unchanged |
| Roehl & Yi Investment Advisors, LLC | 7,014 | $493.8K | 0.25% | +11+0.2% | Added |
| BKD Wealth Advisors, LLC | 7,005 | $493.2K | 0.01% | −434−5.8% | Reduced |
| Resonant Capital Advisors, LLC | 6,993 | $492.4K | 0.03% | −79−1.1% | Reduced |
| Resources Investment Advisors, LLC. | 6,932 | $488.1K | 0.01% | +187+2.8% | Added |
| Beacon Capital Management, LLC | 6,891 | $485.2K | 0.07% | +60+0.9% | Added |
| Burke & Herbert Bank & Trust Co | 6,890 | $485.1K | 0.11% | −20−0.3% | Reduced |
| Kovack Advisors, Inc. | 6,859 | $482.9K | 0.05% | −1,206−15.0% | Reduced |
| Argonautica Private Wealth Management, Inc | 6,846 | $482.0K | 0.15% | −163−2.3% | Reduced |
| Eastern Bank | 6,841 | $481.7K | 0.01% | −194−2.8% | Reduced |
| Wrapmanager Inc | 6,839 | $481.5K | 0.12% | −613−8.2% | Reduced |
| Woodmont Investment Counsel LLC | 6,838 | $481.5K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 6,784 | $477.7K | 0.05% | +325+5.0% | Added |
| Drive Wealth Management, LLC | 6,773 | $476.9K | 0.10% | +591+9.6% | Added |
| Elevated Capital Advisors, LLC | 6,499 | $476.2K | 0.13% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 6,761 | $476.0K | 0.01% | +982+17.0% | Added |
| Avant Capital LLC | 6,748 | $475.1K | 0.37% | 00.0% | Unchanged |
| Keel Point, LLC | 6,743 | $474.8K | 0.03% | +1,339+24.8% | Added |
| Courier Capital LLC | 6,738 | $474.4K | 0.03% | +25+0.4% | Added |
| Ameritas Advisory Services, LLC | 6,702 | $471.9K | 0.02% | −2,630−28.2% | Reduced |
| Financial Advisory Service, Inc. | 6,686 | $470.7K | 0.03% | −73−1.1% | Reduced |