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 |
|---|---|---|---|---|---|
| Holistic Planning, LLC | 6,681 | $470.4K | 0.13% | +7+0.1% | Added |
| Baldwin Investment Management, LLC | 6,672 | $469.8K | 0.06% | −322−4.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 6,635 | $467.2K | 0.15% | +775+13.2% | Added |
| NTV Asset Management LLC | 6,624 | $466.4K | 0.06% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 6,590 | $464.0K | 0.22% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 6,586 | $463.7K | 0.12% | +50+0.8% | Added |
| Cromwell Holdings LLC | 6,552 | $461.3K | 0.28% | 00.0% | Unchanged |
| Romano Brothers and Company | 6,550 | $461.2K | 0.06% | −200−3.0% | Reduced |
| Capital CS Group, LLC | 6,544 | $460.8K | 0.76% | +6,544 | New |
| Pure Financial Advisors, Inc. | 6,535 | $460.1K | 0.01% | +1,601+32.4% | Added |
| EverSource Wealth Advisors, LLC | 6,515 | $458.7K | 0.02% | +1,004+18.2% | Added |
| Birch Hill Investment Advisors LLC | 6,500 | $457.7K | 0.02% | 00.0% | Unchanged |
| Farmers Trust Co | 6,492 | $457.1K | 0.09% | +7+0.1% | Added |
| Rossmore Private Capital | 6,464 | $455.1K | 0.05% | −40−0.6% | Reduced |
| Beaton Management Co. Inc. | 6,450 | $454.0K | 0.22% | 00.0% | Unchanged |
| Essex Savings Bank | 6,438 | $453.2K | 0.11% | −157−2.4% | Reduced |
| Eight 31 Financial LLC | 6,430 | $452.7K | 0.30% | −36−0.6% | Reduced |
| Guggenheim Capital LLC | 6,397 | $450.4K | 0.00% | −3,832−37.5% | Reduced |
| Marks Group Wealth Management, Inc | 6,356 | $447.6K | 0.04% | −404−6.0% | Reduced |
| Harbour Investments, Inc. | 6,350 | $447.1K | 0.01% | −203−3.1% | Reduced |
| Summit X, LLC | 6,337 | $446.2K | 0.08% | +665+11.7% | Added |
| Minot DeBlois Advisors LLC | 6,323 | $445.2K | 0.42% | −42−0.7% | Reduced |
| Northeast Investment Management | 6,316 | $444.7K | 0.02% | −28−0.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 6,302 | $443.7K | 0.03% | +855+15.7% | Added |
| Boston Private Wealth LLC | 6,276 | $441.9K | 0.02% | +6,276 | New |
| Bill Few Associates, Inc. | 6,262 | $440.9K | 0.12% | +59+1.0% | Added |
| First National Bank of Hutchinson | 6,244 | $439.6K | 0.27% | +366+6.2% | Added |
| Steel Peak Wealth Management LLC | 6,217 | $437.7K | 0.02% | +431+7.4% | Added |
| Northstar Financial Companies, Inc. | 6,209 | $437.2K | 0.45% | −1,503−19.5% | Reduced |
| Sittner & Nelson, LLC | 6,191 | $435.9K | 0.18% | +20.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 6,218 | $434.2K | 0.17% | +41+0.7% | Added |
| AlphaCore Capital LLC | 6,123 | $431.1K | 0.02% | −158−2.5% | Reduced |
| Fielder Capital Group LLC | 6,113 | $430.4K | 0.11% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 6,112 | $430.3K | 0.01% | +20.0% | Added |
| Modern Wealth Management, LLC | 6,072 | $427.5K | 0.01% | −385−6.0% | Reduced |
| Monticello Wealth Management, LLC | 6,060 | $426.7K | 0.03% | +121+2.0% | Added |
| Hamel Associates, Inc. | 6,050 | $426.3K | 0.14% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,040 | $425.3K | 0.03% | +185+3.2% | Added |
| Gotham Asset Management, LLC | 6,025 | $424.2K | 0.00% | +432+7.7% | Added |
| Asset Advisors Investment Management, LLC | 6,000 | $422.5K | 0.04% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 5,996 | $422.1K | 0.06% | −1,164−16.3% | Reduced |
| Foundations Investment Advisors, LLC | 5,940 | $418.2K | 0.01% | +1,891+46.7% | Added |
| Barclays PLC | 5,925 | $417.2K | 0.00% | −20,843−77.9% | Reduced |
| Wealthstream Advisors, Inc. | 5,866 | $413.0K | 0.07% | +446+8.2% | Added |
| Larson Financial Group LLC | 5,861 | $412.7K | 0.02% | +143+2.5% | Added |
| Argent Trust Co | 5,855 | $412.3K | 0.02% | +457+8.5% | Added |
| Hanson & Doremus Investment Management | 5,851 | $412.0K | 0.06% | 00.0% | Unchanged |
| Washington Trust Co | 5,834 | $410.8K | 0.01% | +1,474+33.8% | Added |
| Ascension Capital Advisors, Inc. | 5,824 | $410.1K | 0.17% | 00.0% | Unchanged |
| Severin Investments, LLC | 5,822 | $409.9K | 0.38% | −764−11.6% | Reduced |
| Sentry LLC | 5,760 | $405.6K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,738 | $404.0K | 0.03% | +5,738 | New |
| Crescent Grove Advisors, LLC | 5,727 | $403.2K | 0.04% | +5,727 | New |
| Legacy Capital Wealth Partners, LLC | 5,693 | $400.8K | 0.09% | −246−4.1% | Reduced |
| Symphony Financial, Ltd. Co. | 5,538 | $400.3K | 0.05% | +5,538 | New |
| Everstar Asset Management, LLC | 5,659 | $398.4K | 0.24% | −2,276−28.7% | Reduced |
| Community Bank of Raymore | 5,650 | $397.8K | 0.29% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 5,629 | $396.3K | 0.12% | +115+2.1% | Added |
| Bridges Investment Management Inc | 5,613 | $395.2K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5,613 | $395.2K | 0.13% | +401+7.7% | Added |
| Wulff, Hansen & Co. | 5,611 | $395.1K | 0.34% | +5,611 | New |
| Matthew Goff Investment Advisor, LLC | 5,606 | $394.7K | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,595 | $394.0K | 0.03% | −12−0.2% | Reduced |
| Seven Mile Advisory | 5,572 | $392.3K | 0.24% | +176+3.3% | Added |
| CFS Investment Advisory Services, LLC | 5,571 | $392.0K | 0.03% | −382−6.4% | Reduced |
| Rexford Capital Inc | 5,539 | $390.0K | 0.32% | +5,539 | New |
| Federation des caisses Desjardins du Quebec | 5,534 | $389.6K | 0.00% | −37−0.7% | Reduced |
| Avestar Capital, LLC | 5,530 | $389.4K | 0.03% | +5,530 | New |
| Puzo Michael J | 5,450 | $383.7K | 0.11% | 00.0% | Unchanged |
| Claudia M.P. Batlle, CRP (R) LLC | 5,445 | $383.4K | 0.08% | −173−3.1% | Reduced |
| Berkeley Capital Partners, LLC | 5,442 | $383.2K | 0.10% | −6−0.1% | Reduced |
| Patten & Patten Inc | 5,410 | $380.9K | 0.02% | +500+10.2% | Added |
| Encompass More Asset Management | 5,382 | $378.9K | 0.09% | −2,139−28.4% | Reduced |
| Southeast Asset Advisors Inc. | 5,380 | $378.8K | 0.05% | +1,000+22.8% | Added |
| Fort Washington Investment Advisors Inc | 5,378 | $378.7K | 0.00% | −73−1.3% | Reduced |
| Cordatus Wealth Management LLC | 5,359 | $377.0K | 0.09% | −114−2.1% | Reduced |
| Beaumont Financial Advisors, LLC | 5,348 | $376.6K | 0.03% | +41+0.8% | Added |
| Old North State Trust, LLC | 5,282 | $372.0K | 0.25% | +5,282 | New |
| Lawson Kroeker Investment Management Inc | 5,279 | $371.7K | 0.07% | −110−2.0% | Reduced |
| DSG Capital Advisors, LLC | 5,276 | $371.5K | 0.07% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 5,275 | $371.4K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 5,261 | $370.4K | 0.02% | +1,308+33.1% | Added |
| Red Door Wealth Management, LLC | 5,249 | $369.6K | 0.04% | −348−6.2% | Reduced |
| Diversify Advisory Services, LLC | 5,089 | $367.7K | 0.01% | +881+20.9% | Added |
| Nautilus Advisors LLC | 5,220 | $367.5K | 0.27% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 5,212 | $367.0K | 0.04% | −18−0.3% | Reduced |
| FLC Capital Advisors | 5,175 | $364.4K | 0.08% | +2,444+89.5% | Added |
| PFS Partners, LLC | 5,160 | $363.3K | 0.18% | +48+0.9% | Added |
| Vista Investment Partners LLC | 5,155 | $363.0K | 0.10% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5,126 | $360.9K | 0.02% | +2,091+68.9% | Added |
| Personal Cfo Solutions, LLC | 5,113 | $360.0K | 0.07% | +179+3.6% | Added |
| Rahlfs Capital, LLC | 5,110 | $359.8K | 0.33% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,102 | $359.2K | 0.01% | +542+11.9% | Added |
| Cullinan Associates Inc | 5,100 | $359.1K | 0.02% | 00.0% | Unchanged |
| Lunt Capital Management, Inc. | 5,099 | $359.0K | 0.14% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,074 | $357.3K | 0.10% | 00.0% | Unchanged |
| Fiera Capital Corp | 5,058 | $356.1K | 0.00% | +776+18.1% | Added |
| Icon Wealth Advisors, LLC | 5,049 | $355.5K | 0.03% | −97−1.9% | Reduced |
| Alpha Omega Wealth Management LLC | 5,046 | $355.3K | 0.06% | −84−1.6% | Reduced |
| Lynx Investment Advisory | 5,019 | $353.4K | 0.23% | +23+0.5% | Added |