Shell plc

SHEL

Exchange: NYSE
Industry: Crude Petroleum & Natural Gas
SEC CIK: 0001306965

SEC filings (opens in a new tab)

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, Q3 2025

Institutional positions in Shell plc as of Sep 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: 1,393; +18 vs. Q2 2025
Shares held: 362.5M; −16.0M (−4.2%) vs. Q2 2025
Total value: $25.9B; −$680.9M (−2.6%) vs. Q2 2025
New holders: 105; 498 more added
Sold out: 87; 496 more reduced

21 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,393 institutions

Value heldQ3 2025: $25.9B

Institutions holding SHEL and their total value by quarter
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, Q3 2025

Shares, value and share of portfolio for each institution holding Shell plc; share changes are against Q2 2025.

Institutions holding SHEL in Q3 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
Loomis Sayles & Co L P	1	$63	0.00%	00.0%	Unchanged
Mowery & Schoenfeld Wealth Management, LLC	1	$72	0.00%	00.0%	Unchanged
Sofos Investments, Inc.	6	$429	0.00%	+6	New
Imprint Wealth LLC	6	$429	0.00%	+6	New
Valued Wealth Advisors LLC	6	$430	0.00%	00.0%	Unchanged
Turning Point Benefit Group, Inc.	9	$651	0.00%	+9	New
Hughes Financial Services, LLC	9	$689	0.00%	00.0%	Unchanged
Sachetta, LLC	10	$716	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	11	$787	0.00%	+10+1,000.0%	Added
Caitong International Asset Management Co., Ltd	11	$787	0.00%	+11	New
Caitlin John, LLC	13	$930	0.00%	+13	New
Atwood & Palmer Inc	15	$1.07K	0.00%	00.0%	Unchanged
Perritt Capital Management Inc	26	$1.86K	0.00%	00.0%	Unchanged
Ogorek Anthony Joseph	36	$2.00K	0.00%	00.0%	Unchanged
DAGCO, Inc.	30	$2.15K	0.00%	00.0%	Unchanged
Anfield Capital Management, LLC	33	$2.36K	0.00%	+33	New
Legacy Wealth Managment, LLC	33	$2.36K	0.00%	00.0%	Unchanged
Kilter Group LLC	33	$2.36K	0.00%	+7+26.9%	Added
DecisionPoint Financial, LLC	33	$2.39K	0.00%	+22+200.0%	Added
Covestor Ltd	38	$3.00K	0.00%	−40−51.3%	Reduced
Ameritas Investment Partners, Inc.	44	$3.18K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	46	$3.26K	0.00%	+1+2.2%	Added
Darwin Advisors, LLC	46	$3.31K	0.00%	+1+2.2%	Added
Pacifica Partners Inc.	50	$3.62K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	50	$3.69K	0.00%	00.0%	Unchanged
Mascoma Wealth Management LLC	54	$3.86K	0.00%	00.0%	Unchanged
Centerpoint Advisors, LLC	58	$4.00K	0.00%	+58	New
SJS Investment Consulting Inc.	61	$4.35K	0.00%	+1+1.7%	Added
Byrne Asset Management LLC	64	$4.58K	0.00%	00.0%	Unchanged
Piscataqua Savings Bank	66	$4.72K	0.00%	00.0%	Unchanged
Quest 10 Wealth Builders, Inc.	66	$4.72K	0.00%	+41+164.0%	Added
MJT & Associates Financial Advisory Group, Inc.	66	$4.72K	0.00%	+66	New
Fort Vancouver Investment Management, LLC	67	$4.79K	0.00%	+67	New
Bank of New Hampshire	70	$5.01K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	71	$5.08K	0.00%	−21−22.8%	Reduced
Aventura Private Wealth, LLC	74	$5.29K	0.00%	00.0%	Unchanged
Beaird Harris Wealth Management, LLC	79	$5.62K	0.00%	+42+113.5%	Added
Syntax Research, Inc.	83	$5.94K	0.00%	00.0%	Unchanged
Main Street Group, LTD	83	$5.94K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	92	$6.58K	0.00%	+43+87.8%	Added
Bear Mountain Capital, Inc.	91	$6.61K	0.00%	+5+5.8%	Added
Breakwater Investment Management	96	$6.87K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	99	$7.08K	0.00%	+18+22.2%	Added
Blume Capital Management, Inc.	100	$7.15K	0.00%	−16−13.8%	Reduced
Evermay Wealth Management LLC	100	$7.15K	0.00%	00.0%	Unchanged
Crowley Wealth Management, Inc.	100	$7.15K	0.01%	00.0%	Unchanged
MB, Levis & Associates, LLC	108	$7.75K	0.00%	+1+0.9%	Added
Morse Asset Management, Inc	110	$7.87K	0.00%	00.0%	Unchanged
Center for Financial Planning, Inc.	112	$8.01K	0.00%	00.0%	Unchanged
DHJJ Financial Advisors, Ltd.	114	$8.15K	0.00%	+24+26.7%	Added
Wealth Watch Advisors, INC	116	$8.30K	0.00%	+116	New
Bare Financial Services, Inc	117	$8.37K	0.00%	+15+14.7%	Added
Strategic Wealth Partners, Ltd.	121	$8.63K	0.00%	−5,617−97.9%	Reduced
YANKCOM Partnership	122	$8.73K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	125	$8.94K	0.01%	−41−24.7%	Reduced
Newbridge Financial Services Group, Inc.	126	$9.00K	0.00%	+1+0.8%	Added
POM Investment Strategies, LLC	127	$9.08K	0.00%	+127	New
Corsicana & Co.	128	$9.16K	0.01%	+128	New
Park Place Capital Corp	130	$9.30K	0.00%	−50−27.8%	Reduced
Pinney & Scofield, Inc.	130	$9.30K	0.01%	00.0%	Unchanged
Clark Wealth Partners	127	$9.33K	0.01%	+3+2.4%	Added
Westfuller Advisors, LLC	132	$9.47K	0.00%	+132	New
Silicon Valley Capital Partners	134	$9.59K	0.00%	+134	New
Bank of Jackson Hole Trust	136	$9.73K	0.00%	00.0%	Unchanged
Signature Resources Capital Management, LLC	139	$9.94K	0.01%	00.0%	Unchanged
Kerr Financial Planning Corp	134	$10.2K	0.01%	+134	New
Jackson, Grant Investment Advisers, Inc.	142	$10.2K	0.00%	00.0%	Unchanged
N.E.W. Advisory Services LLC	143	$10.2K	0.00%	00.0%	Unchanged
Nemes Rush Group LLC	150	$10.7K	0.00%	00.0%	Unchanged
SWAN Capital LLC	150	$10.7K	0.00%	+3+2.0%	Added
Principia Wealth Advisory, LLC	152	$10.9K	0.01%	+94+162.1%	Added
Lavaca Capital LLC	154	$11.0K	0.00%	00.0%	Unchanged
Financial Consulate, Inc	159	$11.4K	0.00%	+159	New
Halbert Hargrove Global Advisors, LLC	162	$11.6K	0.00%	00.0%	Unchanged
Creative Financial Designs Inc	163	$11.6K	0.00%	−107−39.6%	Reduced
Zions Bancorporation, National Association	165	$11.8K	0.00%	00.0%	Unchanged
Investment Research & Advisory Group, Inc.	165	$11.8K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	166	$11.9K	0.00%	−7−4.0%	Reduced
Evelyn Partners Investment Management Services Ltd	178	$12.7K	0.00%	00.0%	Unchanged
Global Wealth Strategies & Associates	185	$13.2K	0.00%	+20+12.1%	Added
Kathleen S. Wright Associates Inc.	189	$13.5K	0.01%	00.0%	Unchanged
Vermillion & White Wealth Management Group, LLC	193	$13.8K	0.01%	00.0%	Unchanged
Quent Capital, LLC	195	$13.9K	0.00%	+195	New
Hopwood Financial Services, Inc.	196	$14.0K	0.01%	00.0%	Unchanged
Security National Bank	200	$14.3K	0.00%	00.0%	Unchanged
Front Row Advisors LLC	200	$14.3K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	200	$14.3K	0.00%	00.0%	Unchanged
Future Financial Wealth Managment LLC	200	$14.3K	0.01%	00.0%	Unchanged
Kentucky Trust Co	200	$14.3K	0.01%	00.0%	Unchanged
FWL Investment Management, LLC	200	$14.3K	0.00%	+200	New
Financial Freedom, LLC	206	$14.7K	0.01%	+1+0.5%	Added
Truvestments Capital LLC	207	$14.8K	0.00%	00.0%	Unchanged
Hemington Wealth Management	219	$15.0K	0.00%	00.0%	Unchanged
Cape Investment Advisory, Inc.	210	$15.0K	0.01%	+60+40.0%	Added
Centennial Bank	215	$15.4K	0.01%	00.0%	Unchanged
JPL Wealth Management, LLC	215	$15.4K	0.00%	+215	New
Essential Partners LLC	223	$16.0K	0.01%	+223	New
BankPlus Trust Department	226	$16.2K	0.00%	00.0%	Unchanged
Advantage Trust Co	229	$16.4K	0.01%	00.0%	Unchanged
Tradewinds Capital Management, LLC	233	$16.7K	0.00%	00.0%	Unchanged