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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal London Asset Management Ltd | 17,389 | $1.24M | 0.00% | +187+1.1% | Added |
| Chicago Capital, LLC | 17,522 | $1.25M | 0.03% | +12,420+243.4% | Added |
| WealthTrust Axiom LLC | 17,530 | $1.25M | 0.34% | −774−4.2% | Reduced |
| Mather Group, LLC. | 17,607 | $1.26M | 0.01% | −67−0.4% | Reduced |
| Next Level Private LLC | 17,108 | $1.27M | 0.37% | +62+0.4% | Added |
| Leo Wealth, LLC | 17,794 | $1.27M | 0.17% | +13,054+275.4% | Added |
| Coastal Bridge Advisors, LLC | 17,819 | $1.27M | 0.10% | +439+2.5% | Added |
| Gradient Investments LLC | 17,952 | $1.28M | 0.02% | +6,509+56.9% | Added |
| Greenleaf Trust | 18,086 | $1.29M | 0.01% | −515−2.8% | Reduced |
| Savvy Advisors, Inc. | 18,208 | $1.30M | 0.06% | +3,415+23.1% | Added |
| Savant Capital, LLC | 18,231 | $1.30M | 0.01% | +1,819+11.1% | Added |
| Louisbourg Investments Inc. | 18,290 | $1.31M | 0.29% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 17,886 | $1.31M | 0.17% | −438−2.4% | Reduced |
| Voloridge Investment Management, LLC | 18,446 | $1.32M | 0.00% | +18,446 | New |
| Blackstone Group Inc. | 18,737 | $1.34M | 0.01% | +18,737 | New |
| Unified Investment Management | 18,763 | $1.34M | 1.34% | −233−1.2% | Reduced |
| Sterling Capital Management LLC | 18,793 | $1.34M | 0.02% | −3,367−15.2% | Reduced |
| MidWestOne Financial Group, Inc. | 18,803 | $1.34M | 0.16% | −27−0.1% | Reduced |
| Leavell Investment Management, Inc. | 19,048 | $1.36M | 0.06% | −323−1.7% | Reduced |
| Solstein Capital, LLC | 19,071 | $1.36M | 0.62% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19,111 | $1.37M | 0.63% | +24+0.1% | Added |
| Smartleaf Asset Management LLC | 18,980 | $1.38M | 0.09% | +3,377+21.6% | Added |
| Manske Wealth Management | 19,329 | $1.38M | 0.42% | +40.0% | Added |
| Victrix Investment Advisors | 19,356 | $1.38M | 0.76% | +1,001+5.5% | Added |
| Ipswich Investment Management Co., Inc. | 19,409 | $1.39M | 0.32% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19,421 | $1.39M | 0.02% | +2,851+17.2% | Added |
| Israel Discount Bank of New York | 19,424 | $1.39M | 4.11% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 19,561 | $1.40M | 0.08% | −808−4.0% | Reduced |
| Recurrent Investment Advisors LLC | 53,120 | $1.41M | 0.11% | +529+1.0% | Added |
| Frank, Rimerman Advisors LLC | 19,778 | $1.41M | 0.09% | +3,345+20.4% | Added |
| Chilton Capital Management LLC | 19,794 | $1.42M | 0.05% | −2,204−10.0% | Reduced |
| Beese Fulmer Investment Management, Inc. | 19,903 | $1.42M | 0.10% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 19,928 | $1.43M | 0.02% | −347−1.7% | Reduced |
| Merit Financial Group, LLC | 19,980 | $1.43M | 0.01% | +1,301+7.0% | Added |
| Johnson Investment Counsel Inc | 20,145 | $1.44M | 0.01% | −4,843−19.4% | Reduced |
| Susquehanna International Group, LLP | 20,268 | $1.45M | 0.00% | −90,839−81.8% | Reduced |
| Barry Investment Advisors, LLC | 20,314 | $1.45M | 0.33% | −144−0.7% | Reduced |
| Red Spruce Capital, LLC | 20,314 | $1.45M | 0.59% | −228−1.1% | Reduced |
| Cookson Peirce & Co Inc | 20,468 | $1.46M | 0.06% | +136+0.7% | Added |
| GM Advisory Group, Inc. | 20,705 | $1.48M | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 20,816 | $1.49M | 0.38% | +5,446+35.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 20,947 | $1.50M | 0.31% | −184−0.9% | Reduced |
| Sentinel Trust Co Lba | 21,037 | $1.50M | 0.15% | −6,713−24.2% | Reduced |
| Clearstead Advisors, LLC | 21,235 | $1.52M | 0.02% | −190−0.9% | Reduced |
| PFG Investments, LLC | 21,257 | $1.52M | 0.08% | −624−2.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 21,314 | $1.52M | 0.08% | −419−1.9% | Reduced |
| Valeo Financial Advisors, LLC | 21,469 | $1.54M | 0.04% | −427−2.0% | Reduced |
| Coppell Advisory Solutions LLC | 21,368 | $1.55M | 0.17% | −2,171−9.2% | Reduced |
| SCP Investment, LP | 21,800 | $1.56M | 1.26% | +5,000+29.8% | Added |
| Herold Advisors, Inc. | 21,806 | $1.56M | 0.36% | +80.0% | Added |
| Allspring Global Investments Holdings, LLC | 21,567 | $1.56M | 0.00% | +1,957+10.0% | Added |
| Hilltop Holdings Inc. | 21,953 | $1.57M | 0.08% | +1,155+5.6% | Added |
| Prime Capital Investment Advisors, LLC | 22,066 | $1.58M | 0.02% | +3,968+21.9% | Added |
| Sig Brokerage, LP | 22,144 | $1.58M | 0.40% | +22,144 | New |
| Stonegate Investment Group, LLC | 22,181 | $1.59M | 0.04% | +1,156+5.5% | Added |
| Excalibur Management Corp | 22,292 | $1.59M | 0.58% | +15+0.1% | Added |
| Rhumbline Advisers | 22,444 | $1.61M | 0.00% | −2,941−11.6% | Reduced |
| Checchi Capital Advisers, LLC | 22,474 | $1.61M | 0.11% | +262+1.2% | Added |
| Ronald Blue Trust, Inc. | 22,577 | $1.61M | 0.02% | +896+4.1% | Added |
| Garrett Wealth Advisory Group, LLC | 22,679 | $1.62M | 0.32% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 22,745 | $1.63M | 0.03% | +2,600+12.9% | Added |
| Hilltop National Bank | 22,767 | $1.63M | 0.40% | −179−0.8% | Reduced |
| Wellington Shields Capital Management, LLC | 22,775 | $1.63M | 0.25% | −700−3.0% | Reduced |
| Baker Ellis Asset Management LLC | 22,793 | $1.63M | 0.20% | +3,393+17.5% | Added |
| Mission Wealth Management, LP | 22,877 | $1.64M | 0.03% | +2,324+11.3% | Added |
| Howard Capital Management Inc. | 22,959 | $1.64M | 0.02% | +3,557+18.3% | Added |
| Brooks, Moore & Associates, Inc. | 23,143 | $1.66M | 0.88% | −5,425−19.0% | Reduced |
| Foster & Motley Inc | 23,145 | $1.66M | 0.09% | −1,563−6.3% | Reduced |
| Avidian Wealth Solutions, LLC | 23,152 | $1.66M | 0.06% | −767−3.2% | Reduced |
| Game Creek Capital, LP | 23,250 | $1.66M | 0.71% | −2,625−10.1% | Reduced |
| Park National Corp | 23,459 | $1.68M | 0.05% | +243+1.0% | Added |
| Adviser Investments LLC | 23,632 | $1.69M | 0.02% | +318+1.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 23,658 | $1.69M | 0.49% | 00.0% | Unchanged |
| Macquarie Group Ltd | 23,798 | $1.70M | 0.00% | +19,053+401.5% | Added |
| Shufro Rose & Co LLC | 23,314 | $1.71M | 0.14% | −200−0.9% | Reduced |
| Highland Capital Management, LLC | 24,036 | $1.72M | 0.09% | +2,875+13.6% | Added |
| Prosperity Consulting Group, LLC | 24,047 | $1.72M | 0.08% | −295−1.2% | Reduced |
| Warren Averett Asset Management, LLC | 24,073 | $1.72M | 0.02% | +603+2.6% | Added |
| Greystone Financial Group, LLC | 24,079 | $1.72M | 0.27% | +261+1.1% | Added |
| Range Financial Group LLC | 24,101 | $1.72M | 0.62% | −604−2.4% | Reduced |
| Cohen Capital Management, Inc. | 24,200 | $1.73M | 0.27% | 00.0% | Unchanged |
| Howe & Rusling Inc | 24,445 | $1.75M | 0.12% | −85−0.3% | Reduced |
| Montag A & Associates Inc | 24,613 | $1.76M | 0.08% | −764−3.0% | Reduced |
| SeaCrest Wealth Management, LLC | 23,769 | $1.76M | 0.19% | −5,187−17.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 24,639 | $1.76M | 0.03% | +187+0.8% | Added |
| Insigneo Advisory Services, LLC | 24,754 | $1.77M | 0.12% | −1,018−4.0% | Reduced |
| Phoenix Holdings Ltd. | 77,601 | $1.77M | 0.02% | +53,101+216.7% | Added |
| West Family Investments, Inc. | 24,921 | $1.78M | 0.40% | +503+2.1% | Added |
| Bollard Group LLC | 25,124 | $1.80M | 0.04% | +805+3.3% | Added |
| HighPoint Advisor Group LLC | 25,228 | $1.80M | 0.09% | +855+3.5% | Added |
| Beacon Pointe Advisors, LLC | 25,276 | $1.81M | 0.02% | −10,169−28.7% | Reduced |
| Cherokee Insurance Co | 25,439 | $1.82M | 0.78% | 00.0% | Unchanged |
| Bank Ozk | 25,534 | $1.83M | 0.65% | +2,564+11.2% | Added |
| Absher Wealth Management, LLC | 25,557 | $1.83M | 0.22% | +174+0.7% | Added |
| Stratos Wealth Partners, LTD. | 25,756 | $1.84M | 0.02% | +172+0.7% | Added |
| United Capital Financial Advisers, LLC | 25,881 | $1.85M | 0.01% | −3,130−10.8% | Reduced |
| Level Four Advisory Services, LLC | 25,932 | $1.86M | 0.06% | +1,141+4.6% | Added |
| Octavia Wealth Advisors, LLC | 26,005 | $1.86M | 0.19% | −994−3.7% | Reduced |
| Wesbanco Bank Inc | 26,054 | $1.86M | 0.05% | +3,308+14.5% | Added |
| Waters Parkerson & Co., LLC | 26,086 | $1.87M | 0.09% | −627−2.3% | Reduced |