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Livermore
Livermore
ZHEN

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

Q3 2025 vs. Q2 2025

How the institutions holding Shell plc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of SHEL: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,396211,393+18
Shares378.8M270.6K362.5M−16.0M (−4.2%)
Value$26.6B$19.1M$25.9B−$680.9M (−2.6%)

21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (105)

Institutions that held Shell plc at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 105 by value.

Institutions new to SHEL in Q3 2025
InstitutionSharesValue% of portfolio
Citadel Advisors LLC2,306,783$165.0M0.13%
Mondrian Investment Partners LTD1,623,967$116.2M1.94%
Qube Research & Technologies Ltd1,028,987$73.6M0.10%
Sagefield Capital LP277,956$19.9M2.22%
Trexquant Investment LP189,115$13.5M0.14%
Tudor Investment Corp Et Al116,722$8.35M0.05%
Aquatic Capital Management LLC108,981$7.80M0.14%
Carrhae Capital LLP88,632$6.34M0.60%
Schonfeld Strategic Advisors LLC55,800$3.99M0.03%
JCIC Asset Management Inc.44,546$3.19M1.00%
Cantor Fitzgerald, L. P.43,895$3.14M0.06%
CAPROCK Group, Inc.40,603$3.03M0.07%
LMR Partners LLP41,407$2.96M0.04%
Factory Mutual Insurance Co35,274$2.52M0.02%
Jain Global LLC31,510$2.25M0.03%
Tectonic Advisors LLC30,057$2.15M0.12%
Dynasty Wealth Management, LLC28,506$2.04M0.03%
Sig Brokerage, LP22,144$1.58M0.40%
Blackstone Group Inc.18,737$1.34M0.01%
Voloridge Investment Management, LLC18,446$1.32M0.00%
Summit Financial, LLC17,282$1.24M0.02%
Brevan Howard Capital Management LP16,559$1.18M0.02%
Legacy Financial Advisors, Inc.15,494$1.11M0.15%
Guerra Advisors Inc13,301$951.4K0.35%
SPX Equities Gestao de Recursos Ltda12,198$872.5K0.07%
FORA Capital, LLC11,897$851.0K0.15%
Beirne Wealth Consulting Services, LLC10,899$779.6K0.19%
First Horizon Corp10,461$748.3K0.04%
Payne Capital LLC10,000$715.3K0.73%
ExodusPoint Capital Management, LP9,829$703.1K0.01%
BI Asset Management Fondsmaeglerselskab A/S9,671$692.0K0.01%
Acadian Asset Management LLC8,664$619.0K0.00%
Centurion Wealth Management LLC8,608$615.7K0.14%
KW Wealth Management LLC8,240$589.4K1.00%
Tred Avon Family Wealth, LLC8,016$573.4K0.20%
CenterBook Partners LP7,592$543.1K0.03%
Investment Research Partners LLC7,105$536.7K0.24%
Douglass Winthrop Advisors, LLC7,466$534.0K0.01%
Schnieders Capital Management, LLC.7,185$513.9K0.09%
Conning Inc.7,086$506.9K0.02%
Calton & Associates, Inc.7,076$506.2K0.08%
Advisors Preferred, LLC6,708$485.9K0.07%
RiverFront Investment Group, LLC6,021$430.7K0.01%
Summit Wealth Group LLC10,687$429.1K0.06%
SummitTX Capital, L.P.5,523$395.1K0.02%
Tritonpoint Wealth, LLC5,202$372.1K0.03%
American Money Management, LLC5,144$368.0K0.06%
Banyan Capital Management, Inc.5,100$364.8K0.17%
Freestone Capital Holdings, LLC5,009$358.3K0.01%
Transamerica Financial Advisors, Inc.4,885$349.4K0.03%
Sonoma Allocations LLC4,803$342.8K0.12%
Foster Victor Wealth Advisors, LLC4,599$336.7K0.02%
Concorde Asset Management, LLC4,123$296.6K0.12%
Chilton Investment Co LLC4,000$286.1K0.01%
Planned Solutions, Inc.3,840$274.7K0.10%
David Loasby3,464$259.5K0.02%
Pathway Financial Advisors LLC3,323$237.7K0.03%
Financial & Tax Architects, LLC3,318$237.3K0.05%
Triad Wealth Partners, LLC3,258$233.1K0.03%
Founders Financial Alliance, LLC3,256$232.9K0.04%
Capital Performance Advisors LLP3,134$224.2K0.04%
Montecito Bank & Trust3,120$223.2K0.03%
Associated Banc-Corp3,057$218.7K0.01%
EntryPoint Capital, LLC3,044$217.7K0.08%
Narus Financial Partners, LLC3,028$216.6K0.06%
Krilogy Financial LLC2,900$216.4K0.01%
Diametric Capital, LP2,962$211.9K0.08%
Apella Capital, LLC2,922$208.5K0.00%
Blue Barn Wealth, LLC2,841$203.2K0.09%
Integrity Alliance, LLC.2,839$203.1K0.01%
Spinnaker Trust2,833$202.6K0.01%
Cornerstone Wealth Group, LLC2,833$202.6K0.01%
PFW Advisors LLC2,829$202.4K0.06%
Stone Run Capital, LLC2,810$201.0K0.08%
Sound Income Strategies, LLC2,175$159.9K0.01%
Root Financial Partners, LLC2,224$159.1K0.01%
Strengthening Families & Communities, LLC1,767$125.2K0.03%
Heartwood Wealth Advisors LLC1,047$74.9K0.01%
Wall Street Access Asset Management, LLC1,000$71.5K0.02%
Grey Fox Wealth Advisors, LLC469$33.5K0.01%
Community Bank, N.A.440$31.5K0.00%
Steigerwald, Gordon & Koch Inc.429$30.7K0.00%
Measured Wealth Private Client Group, LLC410$29.3K0.01%
Wiser Advisor Group LLC388$27.7K0.03%
Proffitt & Goodson Inc265$19.0K0.00%
Essential Partners LLC223$16.0K0.01%
JPL Wealth Management, LLC215$15.4K0.00%
FWL Investment Management, LLC200$14.3K0.00%
Quent Capital, LLC195$13.9K0.00%
Financial Consulate, Inc159$11.4K0.00%
Kerr Financial Planning Corp134$10.2K0.01%
Silicon Valley Capital Partners134$9.59K0.00%
Westfuller Advisors, LLC132$9.47K0.00%
Corsicana & Co.128$9.16K0.01%
POM Investment Strategies, LLC127$9.08K0.00%
Wealth Watch Advisors, INC116$8.30K0.00%
Fort Vancouver Investment Management, LLC67$4.79K0.00%
MJT & Associates Financial Advisory Group, Inc.66$4.72K0.00%
Centerpoint Advisors, LLC58$4.00K0.00%
Anfield Capital Management, LLC33$2.36K0.00%

Sold out (87)

Institutions that held Shell plc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of SHEL in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Freestone Grove Partners LP1,217,049$85.7M
Marshall Wace, LLP403,533$28.4M
Quadrature Capital Ltd155,336$10.9M
Capital International Inc136,059$9.58M
HITE Hedge Asset Management LLC95,424$6.72M
GTS Securities LLC90,436$6.37M
Corigliano Investment Advisers, LLC84,500$5.95M
SIR Capital Management, L.P.80,401$5.66M
Banco Santander, S.A.73,108$5.15M
Atom Investors LP48,776$3.43M
Interval Partners, LP43,407$3.06M
Gluskin Sheff & Assoc Inc37,707$2.65M
Nan Shan Life Insurance Co., Ltd.36,888$2.60M
Whittier Trust Co34,262$2.41M
Whittier Trust Co of Nevada Inc31,765$2.24M
Permanens Capital L.P.20,704$1.46M
Flow Traders U.S. LLC18,502$1.30M
Confluence Investment Management LLC13,989$985.0K
Quinn Opportunity Partners LLC11,000$774.5K
RBF Capital, LLC10,000$704.1K
Northwest Capital Management Inc10,000$704.1K
ICONIQ Capital, LLC9,284$653.7K
CenterStar Asset Management, LLC8,450$595.0K
Pictet Bank & Trust Ltd8,400$591.4K
Aspen Grove Capital, LLC7,659$539.3K
Bayesian Capital Management, LP7,400$521.0K
Wrapmanager Inc6,839$481.5K
Capital CS Group, LLC6,544$460.8K
Summit X, LLC6,337$446.2K
Severin Investments, LLC5,822$409.9K
Claudia M.P. Batlle, CRP (R) LLC5,445$383.4K
Lynx Investment Advisory5,019$353.4K
Tableaux LLC4,872$343.0K
Thurston, Springer, Miller, Herd & Titak, Inc.4,740$333.8K
Keating Investment Counselors Inc4,375$308.0K
Legacy Capital Group California, Inc.4,273$300.9K
OneAscent Financial Services LLC4,001$283.0K
Quantitative Investment Management, LLC3,979$280.0K
BCJ Capital Management, LLC3,960$278.8K
Chapin Davis, Inc.3,728$262.5K
White Wing Wealth Management3,692$260.0K
Prudent Man Advisors, LLC3,488$245.6K
Helium Advisors LLC3,448$242.8K
Mechanics Bank Trust Department3,324$234.0K
McDonald Partners LLC3,293$231.9K
Evolution Wealth Advisors, LLC3,175$223.6K
Armis Advisers, LLC3,010$217.6K
RHS Financial, LLC3,073$216.4K
Barlow Wealth Partners, Inc.2,950$213.2K
Sargent Investment Group, LLC2,950$213.1K
Teramo Advisors, LLC3,000$211.2K
IFG Advisory, LLC2,949$207.7K
Squarepoint Ops LLC2,883$203.0K
Seeds Investor LLC2,861$201.4K
Traub Capital Management LLC1,744$122.8K
Opal Wealth Advisors, LLC1,647$116.0K
GeoWealth Management, LLC1,600$112.7K
NewSquare Capital LLC1,283$90.3K
Marshall & Sullivan Inc1,200$84.5K
Briaud Financial Planning, Inc1,193$83.0K
American National Bank1,100$77.5K
Twin Peaks Wealth Advisors, LLC928$67.1K
Sierra Ocean, LLC739$52.1K
Transce3nd, LLC488$34.4K
Raleigh Capital Management Inc.442$31.1K
Atticus Wealth Management, LLC414$29.1K
Turim 21 Investimentos Ltda.345$24.3K
Hoese & Co LLP300$21.1K
Kiker Wealth Management, LLC255$18.0K
Garde Capital, Inc.194$13.7K
Cornerstone National Bank & Trust Co175$12.3K
Avondale Wealth Management173$12.2K
Pension & Wealth Management Advisors, Inc.143$10.1K
Compass Financial Services Inc125$8.80K
GFG Capital, LLC117$8.24K
Park Square Financial Group, LLC115$8.10K
CarsonAllaria Wealth Management, Ltd.100$7.04K
Morton Brown Family Wealth, LLC83$5.84K
Wood Tarver Financial Group, LLC76$5.00K
Kestra Investment Management, LLC58$4.25K
Cranbrook Wealth Management, LLC60$4.22K
MorganRosel Wealth Management, LLC57$4.01K
Olistico Wealth, LLC45$3.15K
McIlrath & Eck, LLC28$1.97K
Koesten, Hirschmann & Crabtree, INC.23$1.64K
Total Investment Management Inc9$656
Arlington Trust Co LLC7$493

Not filed for Q3 2025 yet (21)

Institutions that held Shell plc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SHEL in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Avantax Advisory Services, Inc.126,300$8.89M
Wambolt & Associates, LLC32,227$2.29M
Congress Wealth Management LLC24,587$1.73M
EP Wealth Advisors, LLC24,425$1.72M
Atria Wealth Solutions, Inc.12,995$921.0K
First Horizon Advisors, Inc.10,307$725.8K
Northeast Financial Consultants Inc9,250$651.3K
Schnieders Capital Management LLC7,360$518.2K
Good Life Advisors, LLC4,320$304.2K
J. W. Coons Advisors, LLC4,165$293.2K
Keudell/Morrison Wealth Management3,584$252.3K
Horan Securities, Inc.3,112$219.1K
Atlas Capital Advisors LLC3,105$218.6K
Stonebridge Capital Management Inc2,876$202.0K
Union Savings Bank1,249$90.2K
Semmax Financial Advisors Inc.300$21.5K
Oliver Lagore Vanvalin Investment Group236$17.3K
Parkworth Wealth Management, Inc.136$9.61K
Legacy Investment Solutions, LLC33$2.32K
Christopher J. Hasenberg, Inc19$1.34K
Financial Gravity Companies, Inc.9$634