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 |
|---|---|---|---|---|---|
| Eagle Global Advisors LLC | 100,204 | $7.17M | 0.27% | +415+0.4% | Added |
| Eastover Investment Advisors LLC | 100,860 | $7.21M | 3.14% | −5,237−4.9% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 101,018 | $7.23M | 0.02% | −24,760−19.7% | Reduced |
| GWM Advisors LLC | 102,026 | $7.30M | 0.03% | −7,457−6.8% | Reduced |
| Quadrant Capital Group LLC | 102,189 | $7.31M | 0.24% | +286+0.3% | Added |
| Augustine Asset Management Inc | 104,140 | $7.45M | 1.50% | −981−0.9% | Reduced |
| Atlantic Union Bankshares Corp | 108,451 | $7.76M | 0.15% | −1,693−1.5% | Reduced |
| Thornburg Investment Management Inc | 108,798 | $7.78M | 0.10% | +2,568+2.4% | Added |
| Aquatic Capital Management LLC | 108,981 | $7.80M | 0.14% | +108,981 | New |
| Cutler Capital Management, LLC | 110,626 | $7.91M | 2.53% | −300.0% | Reduced |
| Shelter Mutual Insurance Co | 113,750 | $8.14M | 1.82% | 00.0% | Unchanged |
| Janney Capital Management LLC | 116,016 | $8.30M | 0.52% | −1,606−1.4% | Reduced |
| Tudor Investment Corp Et Al | 116,722 | $8.35M | 0.05% | +116,722 | New |
| Eldred Rock Partners, LLC | 117,232 | $8.39M | 2.09% | +12,797+12.3% | Added |
| Federated Hermes, Inc. | 117,801 | $8.43M | 0.01% | −647−0.5% | Reduced |
| Pinnacle Financial Partners Inc | 119,684 | $8.56M | 0.21% | +8,387+7.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 122,132 | $8.74M | 0.02% | −7,821−6.0% | Reduced |
| Stamos Capital Partners, L.P. | 123,358 | $8.82M | 1.66% | −68,976−35.9% | Reduced |
| Stansberry Asset Management, LLC | 128,406 | $9.18M | 0.96% | +39,714+44.8% | Added |
| Bragg Financial Advisors, Inc | 130,339 | $9.32M | 0.31% | −3,269−2.4% | Reduced |
| Pathstone Holdings, LLC | 130,615 | $9.34M | 0.04% | −3,132−2.3% | Reduced |
| Sit Investment Associates Inc | 132,062 | $9.45M | 0.19% | −3,968−2.9% | Reduced |
| Glenmede Investment Management, LP | 137,070 | $9.80M | 0.05% | −46,874−25.5% | Reduced |
| MML Investors Services, LLC | 137,131 | $9.81M | 0.03% | −444−0.3% | Reduced |
| JustInvest LLC | 138,013 | $9.87M | 0.10% | +7,704+5.9% | Added |
| Captrust Financial Advisors | 138,501 | $9.91M | 0.02% | +1,415+1.0% | Added |
| Two Sigma Advisers, LP | 140,400 | $10.0M | 0.02% | −19,400−12.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 142,567 | $10.2M | 0.02% | −10,524−6.9% | Reduced |
| Sanctuary Advisors, LLC | 142,757 | $10.2M | 0.06% | +4,716+3.4% | Added |
| Woodstock Corp | 145,302 | $10.4M | 0.90% | +1,836+1.3% | Added |
| Synovus Financial Corp | 146,330 | $10.5M | 0.12% | +5,385+3.8% | Added |
| Country Club Bank | 145,880 | $10.6M | 0.63% | −24,913−14.6% | Reduced |
| Adell Harriman & Carpenter Inc | 149,650 | $10.7M | 0.65% | +5,617+3.9% | Added |
| Prospera Financial Services Inc | 152,056 | $10.9M | 0.19% | +1,449+1.0% | Added |
| Ibex Wealth Advisors | 152,687 | $10.9M | 1.05% | +1,165+0.8% | Added |
| Tocqueville Asset Management L.P. | 154,449 | $11.0M | 0.16% | −2,662−1.7% | Reduced |
| Cohen Klingenstein LLC | 157,098 | $11.2M | 0.35% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 157,537 | $11.3M | 0.27% | +32,245+25.7% | Added |
| National Bank of Canada | 160,903 | $11.5M | 0.01% | −3,270−2.0% | Reduced |
| Edgemoor Investment Advisors, Inc. | 161,029 | $11.5M | 0.89% | +1,376+0.9% | Added |
| Mercer Global Advisors Inc | 161,555 | $11.6M | 0.02% | −12,554−7.2% | Reduced |
| Optiver Holding B.V. | 162,190 | $11.6M | 0.19% | −137,515−45.9% | Reduced |
| Euro Pacific Asset Management, LLC | 164,560 | $11.6M | 1.41% | −2,310−1.4% | Reduced |
| Foresight Global Investors, Inc. | 163,860 | $11.7M | 6.96% | −5,130−3.0% | Reduced |
| FineMark National Bank & Trust | 165,002 | $11.8M | 0.39% | −6,669−3.9% | Reduced |
| Callodine Capital Management, LP | 167,000 | $11.9M | 1.05% | +42,000+33.6% | Added |
| QRG Capital Management, Inc. | 167,408 | $12.0M | 0.15% | −101,752−37.8% | Reduced |
| Huber Capital Management LLC | 175,330 | $12.5M | 1.99% | +290.0% | Added |
| Janney Montgomery Scott LLC | 175,900 | $12.6M | 0.03% | +1,384+0.8% | Added |
| Oppenheimer Asset Management Inc. | 176,716 | $12.6M | 0.14% | −1,448−0.8% | Reduced |
| Wedge Capital Management L L P | 177,837 | $12.7M | 0.22% | −25,373−12.5% | Reduced |
| D.A. Davidson & Co. | 178,829 | $12.8M | 0.08% | −2,463−1.4% | Reduced |
| Abc Arbitrage SA | 180,855 | $12.9M | 1.27% | +75,726+72.0% | Added |
| Van Hulzen Asset Management, LLC | 183,090 | $13.1M | 0.97% | +260+0.1% | Added |
| 1832 Asset Management L.P. | 186,887 | $13.4M | 0.02% | −41,000−18.0% | Reduced |
| Citigroup Inc | 187,954 | $13.4M | 0.01% | −19,966−9.6% | Reduced |
| Trexquant Investment LP | 189,115 | $13.5M | 0.14% | +189,115 | New |
| HRT Financial LP | 189,262 | $13.5M | 0.05% | −12,618−6.3% | Reduced |
| Advisor Group Holdings, Inc. | 186,413 | $13.6M | 0.02% | +20,177+12.1% | Added |
| South Dakota Investment Council | 189,713 | $13.6M | 0.26% | −29,108−13.3% | Reduced |
| Allied Investment Advisors, LLC | 191,732 | $13.7M | 2.18% | +6,546+3.5% | Added |
| Evergreen Capital Management LLC | 194,826 | $13.9M | 0.33% | +11,733+6.4% | Added |
| Colony Group, LLC | 196,928 | $14.1M | 0.02% | −1,967−1.0% | Reduced |
| Jones Financial Companies LLLP | 193,201 | $14.2M | 0.01% | +32,334+20.1% | Added |
| SCS Capital Management LLC | 202,215 | $14.5M | 0.16% | −6,324−3.0% | Reduced |
| Truist Financial Corp | 204,054 | $14.6M | 0.02% | −33,397−14.1% | Reduced |
| M&T Bank Corp | 207,057 | $14.8M | 0.05% | −7,036−3.3% | Reduced |
| Manning & Napier Advisors LLC | 210,156 | $15.2M | 0.19% | −11,608−5.2% | Reduced |
| Becker Capital Management Inc | 213,756 | $15.3M | 0.45% | −1,002−0.5% | Reduced |
| Quantinno Capital Management LP | 215,163 | $15.4M | 0.04% | +57,628+36.6% | Added |
| Northwest & Ethical Investments L.P. | 228,706 | $16.4M | 0.39% | −21,080−8.4% | Reduced |
| Davenport & Co LLC | 229,493 | $16.4M | 0.09% | −2,533−1.1% | Reduced |
| Klingenstein Fields & Co LP | 236,238 | $16.9M | 0.64% | −267−0.1% | Reduced |
| Logan Capital Management Inc | 236,918 | $16.9M | 0.71% | +9,092+4.0% | Added |
| Sapient Capital LLC | 234,961 | $17.0M | 0.26% | −7,825−3.2% | Reduced |
| Americana Partners, LLC | 243,821 | $17.4M | 0.52% | +6,205+2.6% | Added |
| Grandfield & Dodd, LLC | 256,008 | $18.3M | 1.04% | +4,121+1.6% | Added |
| Anchor Capital Advisors LLC | 263,941 | $18.9M | 0.55% | −3,913−1.5% | Reduced |
| Willis Investment Counsel | 273,939 | $19.6M | 1.07% | −88,830−24.5% | Reduced |
| Douglas Lane & Associates, LLC | 277,649 | $19.9M | 0.28% | −140,510−33.6% | Reduced |
| SEI Investments Co | 277,656 | $19.9M | 0.02% | +12,734+4.8% | Added |
| Sagefield Capital LP | 277,956 | $19.9M | 2.22% | +277,956 | New |
| Alyeska Investment Group, L.P. | 282,258 | $20.2M | 0.06% | −819,901−74.4% | Reduced |
| HighTower Advisors, LLC | 283,613 | $20.3M | 0.02% | −45,965−13.9% | Reduced |
| American Assets Investment Management, LLC | 286,000 | $20.5M | 1.50% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 288,239 | $20.6M | 1.40% | +629+0.2% | Added |
| Commonwealth Equity Services, LLC | 290,569 | $20.8M | 0.03% | −49,503−14.6% | Reduced |
| Willis Johnson & Associates, Inc. | 296,570 | $21.2M | 1.31% | +12,988+4.6% | Added |
| Toroso Investments, LLC | 296,624 | $21.2M | 0.09% | −9,582−3.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 302,974 | $21.7M | 0.13% | +36,036+13.5% | Added |
| Harvest Portfolios Group Inc. | 307,318 | $22.0M | 0.41% | +2,909+1.0% | Added |
| US Bancorp | 308,096 | $22.0M | 0.03% | −20,309−6.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 309,510 | $22.1M | 0.01% | +19,256+6.6% | Added |
| Henshaw Capital LLC | 316,952 | $22.7M | 0.85% | −17,094−5.1% | Reduced |
| Cetera Investment Advisers | 322,460 | $23.1M | 0.03% | +147,345+84.1% | Added |
| TruWealth Advisors, LLC | 325,277 | $23.3M | 1.18% | −7,267−2.2% | Reduced |
| Engineers Gate Manager LP | 332,982 | $23.8M | 0.27% | −162,654−32.8% | Reduced |
| CI Private Wealth, LLC | 335,043 | $24.0M | 0.04% | −79,821−19.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 321,124 | $24.1M | 0.04% | +12,133+3.9% | Added |
| Charles Schwab Investment Management Inc | 338,736 | $24.2M | 0.00% | +59,008+21.1% | Added |