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 |
|---|---|---|---|---|---|
| Guardian Capital LP | 339,733 | $24.3M | 0.78% | +22,221+7.0% | Added |
| Mariner, LLC | 341,677 | $24.4M | 0.03% | +21,503+6.7% | Added |
| Hikari Power Ltd | 341,900 | $24.5M | 1.97% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 349,140 | $25.0M | 0.05% | +6,929+2.0% | Added |
| Crossmark Global Holdings, Inc. | 360,692 | $25.8M | 0.39% | −21,519−5.6% | Reduced |
| Everett Harris & Co | 362,319 | $25.9M | 0.32% | +6,612+1.9% | Added |
| CSM Advisors, LLC | 372,591 | $26.6M | 0.74% | +38,480+11.5% | Added |
| Creative Planning | 384,185 | $27.5M | 0.02% | +30,535+8.6% | Added |
| Kornitzer Capital Management Inc | 394,356 | $28.2M | 0.57% | −5,585−1.4% | Reduced |
| Cerity Partners LLC | 397,528 | $28.4M | 0.05% | +5,619+1.4% | Added |
| Thomasville National Bank | 403,387 | $28.9M | 1.82% | +13,792+3.5% | Added |
| Gabelli Funds LLC | 416,550 | $29.8M | 0.20% | −1,050−0.3% | Reduced |
| Ameriprise Financial Inc | 427,014 | $30.5M | 0.01% | −123,081−22.4% | Reduced |
| Neuberger Berman Group LLC | 480,794 | $34.4M | 0.03% | +14,346+3.1% | Added |
| Adage Capital Partners GP, L.L.C. | 485,000 | $34.7M | 0.05% | −380,000−43.9% | Reduced |
| Cullen Capital Management LLC | 489,631 | $35.0M | 0.38% | +4,253+0.9% | Added |
| Penn Davis McFarland Inc | 502,636 | $36.0M | 3.72% | −3,534−0.7% | Reduced |
| Verition Fund Management LLC | 517,729 | $37.0M | 0.21% | −87,765−14.5% | Reduced |
| Millennium Management LLC | 530,974 | $38.0M | 0.03% | +73,905+16.2% | Added |
| Fayez Sarofim & Co | 533,314 | $38.1M | 0.09% | −1,249−0.2% | Reduced |
| Bank of New York Mellon Corp | 573,231 | $41.0M | 0.01% | +73,918+14.8% | Added |
| Great Lakes Advisors, LLC | 596,972 | $42.7M | 0.36% | +3,084+0.5% | Added |
| Teachers Retirement System of the State of Kentucky | 619,690 | $44.3M | 0.34% | −142,500−18.7% | Reduced |
| Letko, Brosseau & Associates Inc | 634,977 | $45.4M | 0.78% | −875−0.1% | Reduced |
| First Trust Advisors LP | 659,528 | $47.2M | 0.04% | −15,970−2.4% | Reduced |
| First Eagle Investment Management, LLC | 668,344 | $47.8M | 0.09% | +59,919+9.8% | Added |
| Russell Investments Group, Ltd. | 701,216 | $50.2M | 0.06% | −30,729−4.2% | Reduced |
| Aventail Capital Group, LP | 715,939 | $51.2M | 2.43% | +21,035+3.0% | Added |
| Invesco Ltd. | 741,061 | $53.0M | 0.01% | +9,767+1.3% | Added |
| Thrivent Financial for Lutherans | 745,556 | $53.3M | 0.10% | +712,334+2,144.2% | Added |
| Merewether Investment Management, LP | 750,821 | $53.7M | 1.28% | −1,695,800−69.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 760,610 | $54.4M | 0.17% | +688,899+960.7% | Added |
| Capital Research Global Investors | 773,610 | $55.3M | 0.01% | +1,306+0.2% | Added |
| Brandywine Global Investment Management, LLC | 804,685 | $57.6M | 0.39% | −16,077−2.0% | Reduced |
| Boston Partners | 815,634 | $58.4M | 0.06% | −117,893−12.6% | Reduced |
| LPL Financial LLC | 818,722 | $58.6M | 0.02% | +61,352+8.1% | Added |
| The PNC Financial Services Group, Inc. | 820,427 | $58.7M | 0.04% | −64,613−7.3% | Reduced |
| New York State Common Retirement Fund | 840,626 | $60.1M | 0.08% | −6,066−0.7% | Reduced |
| Alliancebernstein L.P. | 878,937 | $62.9M | 0.02% | −42,862−4.6% | Reduced |
| Energy Income Partners, LLC | 936,536 | $67.0M | 1.29% | +15,695+1.7% | Added |
| Todd Asset Management LLC | 966,252 | $69.1M | 1.40% | −243,734−20.1% | Reduced |
| Yaupon Capital Management LP | 972,689 | $69.6M | 3.58% | +168,536+21.0% | Added |
| CIBC Private Wealth Group, LLC | 1,021,995 | $73.1M | 0.13% | +36,975+3.8% | Added |
| Renaissance Technologies LLC | 1,025,694 | $73.4M | 0.10% | +161,494+18.7% | Added |
| Qube Research & Technologies Ltd | 1,028,987 | $73.6M | 0.10% | +1,028,987 | New |
| Equity Investment Corp | 1,068,998 | $76.5M | 1.60% | +20,898+2.0% | Added |
| Van Eck Associates Corp | 1,094,504 | $78.3M | 0.07% | −107,357−8.9% | Reduced |
| Bridgewater Associates, LP | 1,119,305 | $80.1M | 0.31% | −183,164−14.1% | Reduced |
| Mackenzie Financial Corp | 1,219,043 | $87.2M | 0.11% | +6,961+0.6% | Added |
| Silvercrest Asset Management Group LLC | 1,267,991 | $90.7M | 0.60% | −47,458−3.6% | Reduced |
| American Century Companies Inc | 1,393,129 | $99.7M | 0.05% | +265,073+23.5% | Added |
| Orbis Allan Gray Ltd | 1,420,211 | $101.6M | 0.44% | −5,913,452−80.6% | Reduced |
| Natixis Advisors, L.P. | 1,445,346 | $103.4M | 0.15% | +167,983+13.2% | Added |
| JPMorgan Chase & Co | 1,550,477 | $110.9M | 0.01% | −100,487−6.1% | Reduced |
| UBS Group AG | 1,573,664 | $112.6M | 0.02% | −7,103−0.4% | Reduced |
| Bank of Montreal | 1,606,865 | $114.9M | 0.05% | −402,334−20.0% | Reduced |
| Mondrian Investment Partners LTD | 1,623,967 | $116.2M | 1.94% | +1,623,967 | New |
| Holocene Advisors, LP | 1,651,115 | $118.1M | 0.27% | −1,359,605−45.2% | Reduced |
| Raymond James Financial Inc | 1,656,670 | $118.5M | 0.04% | +97,340+6.2% | Added |
| Victory Capital Management Inc | 1,668,617 | $119.4M | 0.07% | +55,640+3.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 1,710,444 | $122.3M | 0.34% | +12,392+0.7% | Added |
| Stifel Financial Corp | 1,844,404 | $131.9M | 0.12% | −9,769−0.5% | Reduced |
| State Farm Mutual Automobile Insurance Co | 1,858,028 | $132.9M | 0.11% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 1,899,793 | $135.9M | 0.40% | +7,912+0.4% | Added |
| Envestnet Asset Management Inc | 2,142,679 | $153.3M | 0.04% | −25,319−1.2% | Reduced |
| Wells Fargo & Company | 2,267,346 | $162.2M | 0.03% | −20,670−0.9% | Reduced |
| Citadel Advisors LLC | 2,306,783 | $165.0M | 0.13% | +2,306,783 | New |
| Empyrean Capital Partners, LP | 2,500,000 | $178.8M | 7.18% | +200,000+8.7% | Added |
| Brandes Investment Partners, LP | 2,570,622 | $183.9M | 1.47% | +43,025+1.7% | Added |
| Jennison Associates LLC | 2,710,413 | $193.9M | 0.11% | −97,757−3.5% | Reduced |
| Nuveen, LLC | 2,721,390 | $194.7M | 0.05% | +34,956+1.3% | Added |
| Rockefeller Capital Management L.P. | 2,815,122 | $201.4M | 0.39% | −508,019−15.3% | Reduced |
| Harding Loevner LP | 3,270,497 | $234.0M | 1.72% | −42,182−1.3% | Reduced |
| Northern Trust Corp | 3,321,087 | $237.6M | 0.03% | +80,946+2.5% | Added |
| Pzena Investment Management LLC | 3,370,332 | $241.1M | 0.78% | −294,783−8.0% | Reduced |
| Royal Bank of Canada | 3,639,702 | $260.3M | 0.05% | +55,472+1.5% | Added |
| Wgi DM, LLC | 4,400,597 | $314.8M | 11.74% | +772,964+21.3% | Added |
| 40 North Management LLC | 4,435,000 | $317.2M | 15.64% | −1,045,000−19.1% | Reduced |
| Mawer Investment Management Ltd. | 4,500,736 | $321.9M | 1.67% | −89,758−2.0% | Reduced |
| Goldman Sachs Group Inc | 4,789,409 | $342.6M | 0.05% | −672,445−12.3% | Reduced |
| D. E. Shaw & Co., Inc. | 6,126,378 | $438.2M | 0.35% | +1,189,489+24.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 6,369,862 | $455.6M | 1.41% | −42,266−0.7% | Reduced |
| Franklin Resources Inc | 6,532,557 | $467.3M | 0.12% | +6,966+0.1% | Added |
| Wellington Management Group LLP | 6,823,025 | $488.1M | 0.09% | −714,261−9.5% | Reduced |
| BlackRock, Inc. | 7,670,189 | $548.6M | 0.01% | +594,830+8.4% | Added |
| Bank of America Corp | 7,889,351 | $564.3M | 0.04% | −1,117,185−12.4% | Reduced |
| Price T Rowe Associates Inc | 8,527,272 | $610.0M | 0.07% | +1,151,547+15.6% | Added |
| Morgan Stanley | 9,496,007 | $679.2M | 0.04% | −294,659−3.0% | Reduced |
| Eagle Capital Management LLC | 10,238,239 | $732.3M | 2.33% | −2,674,885−20.7% | Reduced |
| Dimensional Fund Advisors LP | 24,414,962 | $1.75B | 0.37% | +249,019+1.0% | Added |
| Fisher Asset Management, LLC | 26,809,946 | $1.92B | 0.69% | +417,101+1.6% | Added |
| FMR LLC | 96,140,137 | $6.88B | 0.36% | +1,496,299+1.6% | Added |
| Accredited Wealth Management, LLC | 3 | – | – | −897−99.7% | Reduced |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −1,217,049−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −403,533−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −155,336−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −136,059−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −95,424−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −90,436−100.0% | Sold out |
| Corigliano Investment Advisers, LLC | 0 | $0 | 0.00% | −84,500−100.0% | Sold out |