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 |
|---|---|---|---|---|---|
| Altman Advisors, Inc. | 26,284 | $1.88M | 0.72% | +287+1.1% | Added |
| Reik & Co., LLC | 26,351 | $1.88M | 0.48% | −60−0.2% | Reduced |
| Two Sigma Investments, LP | 26,400 | $1.89M | 0.00% | +4,900+22.8% | Added |
| Trustmark National Bank Trust Department | 26,474 | $1.89M | 0.12% | +2,170+8.9% | Added |
| Harbour Investment Management LLC | 26,648 | $1.91M | 0.83% | −3,990−13.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 26,983 | $1.93M | 0.19% | +16+0.1% | Added |
| Fiduciary Alliance LLC | 27,044 | $1.93M | 0.13% | −9,169−25.3% | Reduced |
| Potomac Fund Management Inc | 27,145 | $1.94M | 0.08% | −579−2.1% | Reduced |
| Bryn Mawr Trust Co | 27,388 | $1.96M | 0.05% | −13,223−32.6% | Reduced |
| Altrafin AG | 27,600 | $1.97M | 0.63% | −9,861−26.3% | Reduced |
| BTC Capital Management, Inc. | 27,906 | $2.00M | 0.14% | +2,739+10.9% | Added |
| Earnest Partners LLC | 27,967 | $2.00M | 0.01% | −323−1.1% | Reduced |
| Bahl & Gaynor Inc | 28,050 | $2.01M | 0.01% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 28,506 | $2.04M | 0.03% | +28,506 | New |
| Vestmark Advisory Solutions, Inc. | 28,568 | $2.04M | 0.04% | −23,145−44.8% | Reduced |
| Snowden Capital Advisors LLC | 28,580 | $2.04M | 0.06% | +775+2.8% | Added |
| Iams Wealth Management, LLC | 28,787 | $2.06M | 0.83% | −416−1.4% | Reduced |
| Perigon Wealth Management, LLC | 28,807 | $2.06M | 0.04% | −869−2.9% | Reduced |
| Cornerstone Select Advisors, LLC | 28,847 | $2.06M | 1.52% | +113+0.4% | Added |
| Scotia Capital Inc. | 28,855 | $2.06M | 0.01% | +1,099+4.0% | Added |
| Burney Co | 29,026 | $2.08M | 0.07% | +49+0.2% | Added |
| J.W. Cole Advisors, Inc. | 29,132 | $2.08M | 0.04% | +853+3.0% | Added |
| CWA Asset Management Group, LLC | 29,298 | $2.10M | 0.08% | +712+2.5% | Added |
| Lester Murray Antman dba SimplyRich | 29,354 | $2.10M | 0.57% | +100.0% | Added |
| Caldwell Trust Co | 29,369 | $2.10M | 0.20% | +1,528+5.5% | Added |
| Lockheed Martin Investment Management Co | 29,470 | $2.11M | 0.08% | −19,020−39.2% | Reduced |
| Spears Abacus Advisors LLC | 29,903 | $2.14M | 0.04% | +355+1.2% | Added |
| Altshuler Shaham Ltd | 30,000 | $2.15M | 0.04% | −7,000−18.9% | Reduced |
| Tectonic Advisors LLC | 30,057 | $2.15M | 0.12% | +30,057 | New |
| Stolper Co | 30,402 | $2.17M | 0.66% | +1,436+5.0% | Added |
| State Street Corp | 30,522 | $2.18M | 0.00% | −406−1.3% | Reduced |
| Segall Bryant & Hamill, LLC | 30,526 | $2.18M | 0.03% | −27,000−46.9% | Reduced |
| CSS LLC | 30,539 | $2.18M | 0.13% | +6,680+28.0% | Added |
| Simmons Bank | 30,856 | $2.21M | 0.15% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 30,922 | $2.21M | 0.35% | +895+3.0% | Added |
| Roberts Wealth Advisors, LLC | 31,461 | $2.25M | 0.60% | −2,441−7.2% | Reduced |
| Jain Global LLC | 31,510 | $2.25M | 0.03% | +31,510 | New |
| InvesTrust | 31,558 | $2.26M | 0.83% | −1,455−4.4% | Reduced |
| Kanawha Capital Management LLC | 31,803 | $2.27M | 0.16% | −1,175−3.6% | Reduced |
| Yousif Capital Management, LLC | 31,934 | $2.28M | 0.02% | −6,985−17.9% | Reduced |
| Galilei Investment Office LLP | 63,920 | $2.29M | 1.10% | 00.0% | Unchanged |
| GFS Advisors, LLC | 32,177 | $2.30M | 0.29% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 32,262 | $2.31M | 0.78% | +5,367+20.0% | Added |
| Sierra Capital LLC | 32,324 | $2.31M | 0.25% | +1,058+3.4% | Added |
| Pitcairn Co | 32,745 | $2.34M | 0.18% | −8,580−20.8% | Reduced |
| Independent Advisor Alliance | 32,812 | $2.35M | 0.06% | +9,066+38.2% | Added |
| BBR Partners, LLC | 32,890 | $2.35M | 0.14% | 00.0% | Unchanged |
| apricus wealth, LLC | 32,890 | $2.35M | 1.27% | +185+0.6% | Added |
| Rathbone Brothers plc | 32,895 | $2.35M | 0.01% | −270−0.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 33,120 | $2.37M | 0.01% | −3,016−8.3% | Reduced |
| Mill Capital Management, LLC | 34,218 | $2.45M | 0.18% | 00.0% | Unchanged |
| Forum Financial Management, LP | 34,259 | $2.45M | 0.03% | −20.0% | Reduced |
| DMKC Advisory Services, LLC | 34,422 | $2.46M | 1.25% | +1,255+3.8% | Added |
| Great Lakes Retirement, Inc. | 34,627 | $2.48M | 0.27% | +3,191+10.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 34,705 | $2.48M | 0.12% | +191+0.6% | Added |
| Nelson Capital Management, LLC | 35,037 | $2.51M | 0.30% | −236−0.7% | Reduced |
| Advisors Asset Management, Inc. | 35,143 | $2.51M | 0.04% | −955−2.6% | Reduced |
| Factory Mutual Insurance Co | 35,274 | $2.52M | 0.02% | +35,274 | New |
| Skopos Labs, Inc. | 35,750 | $2.54M | 0.34% | −309−0.9% | Reduced |
| Forefront Wealth Management Inc. | 35,565 | $2.54M | 1.87% | −508−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 35,828 | $2.56M | 0.03% | −739−2.0% | Reduced |
| Limestone Investment Advisors LP | 36,000 | $2.58M | 1.16% | 00.0% | Unchanged |
| Continental Advisors LLC | 36,520 | $2.61M | 1.77% | 00.0% | Unchanged |
| Quest Investment Management LLC | 36,532 | $2.61M | 0.27% | +220+0.6% | Added |
| Vise Technologies, Inc. | 36,800 | $2.63M | 0.10% | +497+1.4% | Added |
| Private Advisor Group, LLC | 36,805 | $2.63M | 0.01% | +2,732+8.0% | Added |
| Pettyjohn, Wood & White, Inc | 36,977 | $2.64M | 0.44% | +2,625+7.6% | Added |
| Advisors Management Group Inc | 37,046 | $2.65M | 0.47% | −1,185−3.1% | Reduced |
| Advisory Services Network, LLC | 37,371 | $2.67M | 0.04% | −559−1.5% | Reduced |
| Atomi Financial Group, Inc. | 37,445 | $2.68M | 0.09% | +7,865+26.6% | Added |
| Barclays PLC | 37,752 | $2.70M | 0.00% | +31,827+537.2% | Added |
| Portside Wealth Group, LLC | 37,767 | $2.70M | 0.37% | +1,610+4.5% | Added |
| TD Private Client Wealth LLC | 37,769 | $2.70M | 0.06% | +7,327+24.1% | Added |
| Farringdon Capital, Ltd. | 38,117 | $2.73M | 0.69% | +9,518+33.3% | Added |
| Arkadios Wealth Advisors | 38,251 | $2.74M | 0.07% | +1,686+4.6% | Added |
| Drexel Morgan & Co. | 38,544 | $2.76M | 0.43% | 00.0% | Unchanged |
| Mitchell Capital Management Co | 38,783 | $2.77M | 0.47% | +704+1.8% | Added |
| Cullen/Frost Bankers, Inc. | 39,064 | $2.79M | 0.03% | −4,841−11.0% | Reduced |
| Allworth Financial LP | 39,503 | $2.83M | 0.01% | +962+2.5% | Added |
| Ashton Thomas Private Wealth, LLC | 39,506 | $2.83M | 0.07% | +1,384+3.6% | Added |
| Asio Capital, LLC | 39,668 | $2.84M | 0.42% | +1,145+3.0% | Added |
| Integrated Wealth Concepts LLC | 39,854 | $2.85M | 0.03% | +813+2.1% | Added |
| Commerce Bank | 39,922 | $2.86M | 0.02% | +3,854+10.7% | Added |
| Columbia Asset Management | 40,257 | $2.88M | 0.54% | −255−0.6% | Reduced |
| HORAN Wealth, LLC | 40,398 | $2.89M | 0.46% | +1,818+4.7% | Added |
| Marble Harbor Investment Counsel, LLC | 40,400 | $2.89M | 0.30% | −2,050−4.8% | Reduced |
| Baker Avenue Asset Management, LP | 40,976 | $2.93M | 0.07% | −90−0.2% | Reduced |
| LMR Partners LLP | 41,407 | $2.96M | 0.04% | +41,407 | New |
| Integrated Quantitative Investments LLC | 41,632 | $2.98M | 0.85% | −6,066−12.7% | Reduced |
| HF Advisory Group, LLC | 41,900 | $3.00M | 1.10% | +3,435+8.9% | Added |
| Sanibel Captiva Trust Company, Inc. | 42,003 | $3.00M | 0.09% | +849+2.1% | Added |
| Moors & Cabot, Inc. | 42,005 | $3.00M | 0.13% | −548−1.3% | Reduced |
| Archford Capital Strategies, LLC | 42,309 | $3.03M | 0.36% | +15,413+57.3% | Added |
| CAPROCK Group, Inc. | 40,603 | $3.03M | 0.07% | +40,603 | New |
| Lido Advisors, LLC | 42,911 | $3.07M | 0.01% | +2,273+5.6% | Added |
| Cantor Fitzgerald, L. P. | 43,895 | $3.14M | 0.06% | +43,895 | New |
| Lincluden Management Ltd | 43,956 | $3.14M | 0.35% | −182−0.4% | Reduced |
| Glass Wealth Management Co LLC | 44,408 | $3.18M | 1.42% | +395+0.9% | Added |
| Wetherby Asset Management Inc | 44,420 | $3.18M | 0.13% | +1,363+3.2% | Added |
| JCIC Asset Management Inc. | 44,546 | $3.19M | 1.00% | +44,546 | New |