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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 45,235 | $3.24M | 0.00% | +1,952+4.5% | Added |
| HB Wealth Management, LLC | 45,330 | $3.24M | 0.02% | +1,341+3.0% | Added |
| SG Americas Securities, LLC | 45,570 | $3.26M | 0.01% | +28,447+166.1% | Added |
| Kempner Capital Management Inc. | 46,102 | $3.30M | 2.74% | −39,948−46.4% | Reduced |
| Aviso Financial Inc. | 46,331 | $3.31M | 0.13% | +2,850+6.6% | Added |
| Oppenheimer & Co Inc | 49,128 | $3.51M | 0.04% | +1,277+2.7% | Added |
| Chicago Trust Co NA | 49,266 | $3.52M | 0.49% | +3,135+6.8% | Added |
| Sequoia Financial Advisors, LLC | 49,455 | $3.54M | 0.02% | −434−0.9% | Reduced |
| Concurrent Investment Advisors, LLC | 49,784 | $3.56M | 0.06% | −692−1.4% | Reduced |
| NewEdge Wealth, LLC | 47,783 | $3.57M | 0.05% | +12,463+35.3% | Added |
| Intrepid Family Office LLC | 50,000 | $3.58M | 3.23% | 00.0% | Unchanged |
| Huntington National Bank | 51,006 | $3.65M | 0.02% | −1,110−2.1% | Reduced |
| Bridge Creek Capital Management LLC | 52,644 | $3.77M | 1.05% | −490−0.9% | Reduced |
| Fort Sheridan Advisors LLC | 52,990 | $3.79M | 0.50% | −2,675−4.8% | Reduced |
| Regions Financial Corp | 53,918 | $3.86M | 0.03% | +8,244+18.0% | Added |
| Deutsche Bank AG | 54,571 | $3.90M | 0.00% | +1,286+2.4% | Added |
| Stephens Inc | 55,604 | $3.98M | 0.05% | +3,245+6.2% | Added |
| Schonfeld Strategic Advisors LLC | 55,800 | $3.99M | 0.03% | +55,800 | New |
| Dodge & Cox | 55,919 | $4.00M | 0.00% | −1,294−2.3% | Reduced |
| Hedges Asset Management LLC | 56,100 | $4.01M | 3.07% | 00.0% | Unchanged |
| Ieq Capital, LLC | 56,434 | $4.04M | 0.01% | +19,460+52.6% | Added |
| Capital World Investors | 55,855 | $4.05M | 0.00% | −7,015,017−99.2% | Reduced |
| Deltec Asset Management LLC | 57,204 | $4.09M | 0.67% | 00.0% | Unchanged |
| Cardinal Capital Management | 57,331 | $4.10M | 0.57% | +564+1.0% | Added |
| Signaturefd, LLC | 57,368 | $4.10M | 0.06% | +1,425+2.5% | Added |
| Yarbrough Capital, LLC | 57,590 | $4.12M | 0.13% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 57,800 | $4.13M | 0.01% | +17,037+41.8% | Added |
| Cinctive Capital Management LP | 58,200 | $4.16M | 0.21% | −14,479−19.9% | Reduced |
| Brookmont Capital Management | 58,467 | $4.18M | 2.32% | −1,441−2.4% | Reduced |
| Beddow Capital Management Inc | 58,501 | $4.18M | 1.54% | −725−1.2% | Reduced |
| Drum Hill Capital, LLC | 58,567 | $4.19M | 4.53% | +298+0.5% | Added |
| Jane Street Group, LLC | 59,040 | $4.22M | 0.00% | −775,532−92.9% | Reduced |
| Gilman Hill Asset Management, LLC | 59,793 | $4.28M | 0.67% | +515+0.9% | Added |
| Peapack Gladstone Financial Corp | 59,871 | $4.28M | 0.06% | +531+0.9% | Added |
| Griffin Asset Management, Inc. | 60,081 | $4.30M | 0.48% | +230.0% | Added |
| Wolverine Trading, LLC | 59,427 | $4.31M | 0.09% | +13,140+28.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 60,253 | $4.31M | 0.12% | +1,089+1.8% | Added |
| Meritage Portfolio Management | 60,927 | $4.36M | 0.29% | −602−1.0% | Reduced |
| Inspire Trust Co, N.A. | 61,000 | $4.36M | 0.79% | +8,000+15.1% | Added |
| Tower Research Capital LLC (TRC) | 61,421 | $4.39M | 0.12% | −7,549−10.9% | Reduced |
| SBI Securities Co., Ltd. | 61,429 | $4.39M | 0.11% | +217+0.4% | Added |
| Palogic Value Management, L.P. | 61,463 | $4.40M | 1.86% | +169+0.3% | Added |
| Vident Advisory, LLC | 61,477 | $4.40M | 0.04% | +4,637+8.2% | Added |
| Ausdal Financial Partners, Inc. | 62,282 | $4.46M | 0.22% | +2,014+3.3% | Added |
| Azimuth Capital Investment Management LLC | 62,390 | $4.46M | 0.16% | −410−0.7% | Reduced |
| Blair William & Co | 62,475 | $4.47M | 0.01% | +250+0.4% | Added |
| Atria Investments LLC | 62,750 | $4.49M | 0.05% | −575−0.9% | Reduced |
| Parallax Volatility Advisers, L.P. | 63,648 | $4.55M | 0.13% | +28,832+82.8% | Added |
| Fiduciary Trust Co | 63,659 | $4.55M | 0.05% | −1,963−3.0% | Reduced |
| Exencial Wealth Advisors, LLC | 64,186 | $4.59M | 0.15% | +4,265+7.1% | Added |
| Bard Financial Services, Inc. | 65,100 | $4.66M | 0.51% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 65,146 | $4.66M | 0.38% | −1,015−1.5% | Reduced |
| YHB Investment Advisors, Inc. | 65,542 | $4.69M | 0.34% | −3,346−4.9% | Reduced |
| AQR Capital Management LLC | 65,879 | $4.71M | 0.00% | +17,692+36.7% | Added |
| Naviter Wealth, LLC | 65,905 | $4.71M | 0.55% | +2,346+3.7% | Added |
| Kimelman & Baird, LLC | 66,176 | $4.73M | 0.37% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 66,448 | $4.75M | 0.11% | +10,956+19.7% | Added |
| Hantz Financial Services, Inc. | 67,225 | $4.81M | 0.07% | +29,532+78.3% | Added |
| Park Avenue Securities LLC | 67,544 | $4.83M | 0.04% | −8,187−10.8% | Reduced |
| Lazard Asset Management LLC | 67,674 | $4.84M | 0.01% | −250−0.4% | Reduced |
| Advocate Group LLC | 67,900 | $4.86M | 0.80% | −1,076−1.6% | Reduced |
| Pittenger & Anderson Inc | 68,835 | $4.92M | 0.18% | 00.0% | Unchanged |
| Family Management Corp | 68,988 | $4.93M | 0.68% | +2,780+4.2% | Added |
| Royce & Associates LP | 70,000 | $5.01M | 0.05% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 71,897 | $5.14M | 0.03% | +3,080+4.5% | Added |
| Campbell & CO Investment Adviser LLC | 73,029 | $5.22M | 0.39% | +64,355+741.9% | Added |
| Old National Bancorp | 73,497 | $5.26M | 0.09% | −221−0.3% | Reduced |
| Regency Capital Management Inc. | 73,615 | $5.27M | 2.50% | +58+0.1% | Added |
| MAI Capital Management | 73,718 | $5.27M | 0.03% | −393−0.5% | Reduced |
| CWM, LLC | 75,190 | $5.38M | 0.02% | +12,941+20.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,352 | $5.39M | 0.00% | −896−1.2% | Reduced |
| Nikko Asset Management Americas, Inc. | 75,352 | $5.39M | 0.05% | −896−1.2% | Reduced |
| Cary Street Partners Financial LLC | 76,196 | $5.45M | 0.14% | −2,389−3.0% | Reduced |
| Ritholtz Wealth Management | 77,424 | $5.54M | 0.11% | +783+1.0% | Added |
| tru Independence LLC | 78,045 | $5.58M | 1.45% | −256−0.3% | Reduced |
| Brinker Capital Investments, LLC | 78,358 | $5.60M | 0.04% | +4,652+6.3% | Added |
| Assetmark, Inc | 79,596 | $5.69M | 0.01% | +17,650+28.5% | Added |
| Baird Financial Group, Inc. | 79,999 | $5.72M | 0.01% | −21,844−21.4% | Reduced |
| Hennessy Advisors Inc | 80,800 | $5.78M | 0.20% | −1,200−1.5% | Reduced |
| Claret Asset Management Corp | 80,964 | $5.79M | 0.69% | −7,574−8.6% | Reduced |
| Clearbridge Investments, LLC | 82,620 | $5.91M | 0.00% | +1,076+1.3% | Added |
| Fifth Third Bancorp | 82,742 | $5.92M | 0.02% | −8,316−9.1% | Reduced |
| SRS Capital Advisors, Inc. | 83,431 | $5.97M | 0.09% | +80,203+2,484.6% | Added |
| South State Corp. | 83,873 | $6.00M | 0.28% | −684−0.8% | Reduced |
| Neville Rodie & Shaw Inc | 84,050 | $6.01M | 0.43% | −2,875−3.3% | Reduced |
| Renaissance Group LLC | 84,911 | $6.07M | 0.23% | −118−0.1% | Reduced |
| New England Asset Management Inc | 87,175 | $6.24M | 0.82% | +640+0.7% | Added |
| Carrhae Capital LLP | 88,632 | $6.34M | 0.60% | +88,632 | New |
| Keybank National Association | 90,952 | $6.51M | 0.02% | +1,134+1.3% | Added |
| TD Waterhouse Canada Inc. | 89,858 | $6.51M | 0.04% | +8,845+10.9% | Added |
| Brown Brothers Harriman & Co | 91,160 | $6.52M | 0.04% | +1,175+1.3% | Added |
| Kestra Advisory Services, LLC | 91,462 | $6.54M | 0.03% | +15,561+20.5% | Added |
| Heritage Investors Management Corp | 92,702 | $6.63M | 0.20% | −881−0.9% | Reduced |
| TownSquare Capital, LLC | 93,228 | $6.67M | 1.01% | +3,004+3.3% | Added |
| Callan Family Office, LLC | 94,299 | $6.75M | 0.21% | −4,504−4.6% | Reduced |
| RMB Capital Management, LLC | 94,710 | $6.77M | 0.12% | −34,278−26.6% | Reduced |
| Pinnacle Associates Ltd | 95,529 | $6.83M | 0.09% | −3,110−3.2% | Reduced |
| RSM US Wealth Management LLC | 96,045 | $6.87M | 0.09% | +1,595+1.7% | Added |
| Ci Investments Inc. | 97,930 | $7.00M | 0.03% | −14,510−12.9% | Reduced |
| Nixon Peabody Trust Co | 97,942 | $7.01M | 0.51% | +3,855+4.1% | Added |