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, Lisle/Cummings, Inc. | 250 | $17.9K | 0.00% | −106−29.8% | Reduced |
| Redmont Wealth Advisors LLC | 258 | $18.5K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 265 | $19.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 265 | $19.0K | 0.00% | +265 | New |
| Nalls Sherbakoff Group, LLC | 270 | $19.3K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 273 | $19.5K | 0.01% | +8+3.0% | Added |
| Creekmur Asset Management LLC | 274 | $19.6K | 0.00% | −2−0.7% | Reduced |
| Evelyn Partners Asset Management Ltd | 276 | $19.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 285 | $20.4K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 285 | $20.4K | 0.01% | +57+25.0% | Added |
| Ulland Investment Advisors, LLC | 300 | $21.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 300 | $21.5K | 0.01% | −60−16.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 300 | $21.5K | 0.01% | −13−4.2% | Reduced |
| Godsey & Gibb Associates | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 312 | $22.3K | 0.01% | +75+31.6% | Added |
| ORG Partners LLC | 315 | $22.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 319 | $22.8K | 0.02% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 322 | $23.0K | 0.01% | +3+0.9% | Added |
| CGC Financial Services, LLC | 324 | $23.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 338 | $24.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 349 | $25.0K | 0.01% | +323+1,242.3% | Added |
| True Wealth Design, LLC | 367 | $26.3K | 0.01% | +184+100.5% | Added |
| HHM Wealth Advisors, LLC | 371 | $26.5K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 374 | $26.8K | 0.01% | −3,875−91.2% | Reduced |
| Robinswood Financial LLC | 383 | $27.4K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 384 | $27.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 388 | $27.7K | 0.03% | +388 | New |
| Provenance Wealth Advisors, LLC | 390 | $27.9K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 392 | $28.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 400 | $28.6K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 400 | $28.6K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 402 | $28.8K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 410 | $29.3K | 0.00% | +176+75.2% | Added |
| Measured Wealth Private Client Group, LLC | 410 | $29.3K | 0.01% | +410 | New |
| CVA Family Office, LLC | 415 | $29.7K | 0.00% | +23+5.9% | Added |
| Valley National Advisers Inc | 433 | $30.0K | 0.00% | −10−2.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 429 | $30.7K | 0.00% | +429 | New |
| WPG Advisers, LLC | 433 | $31.0K | 0.02% | +40+10.2% | Added |
| CoreFirst Bank & Trust | 439 | $31.4K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 440 | $31.5K | 0.00% | +440 | New |
| Fortitude Family Office, LLC | 450 | $32.2K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 464 | $33.2K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 469 | $33.5K | 0.01% | +469 | New |
| Winch Advisory Services, LLC | 476 | $34.1K | 0.01% | +5+1.1% | Added |
| Private Wealth Asset Management, LLC | 477 | $34.1K | 0.00% | −250−34.4% | Reduced |
| First Pacific Financial | 485 | $34.7K | 0.00% | −15−3.0% | Reduced |
| SOA Wealth Advisors, LLC. | 489 | $35.0K | 0.01% | −348−41.6% | Reduced |
| Fortis Group Advisors, LLC | 492 | $35.2K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 493 | $35.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $35.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 510 | $36.4K | 0.00% | +2+0.4% | Added |
| Greykasell Wealth Strategies, Inc. | 523 | $37.4K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 500 | $37.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 550 | $39.3K | 0.04% | −30−5.2% | Reduced |
| JNBA Financial Advisors | 552 | $39.5K | 0.00% | +152+38.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 564 | $40.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 575 | $41.1K | 0.03% | 00.0% | Unchanged |
| TD Capital Management LLC | 582 | $41.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 587 | $42.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 596 | $42.6K | 0.00% | −603−50.3% | Reduced |
| Legacy Bridge, LLC | 600 | $42.9K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 609 | $43.6K | 0.02% | +1+0.2% | Added |
| MCF Advisors LLC | 662 | $47.4K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 671 | $48.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 676 | $48.3K | 0.00% | +22+3.4% | Added |
| Fourth Dimension Wealth, LLC | 682 | $48.8K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 702 | $50.2K | 0.00% | +424+152.5% | Added |
| Westside Investment Management, Inc. | 694 | $50.3K | 0.01% | +346+99.4% | Added |
| Caldwell Sutter Capital, Inc. | 726 | $51.9K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 727 | $52.0K | 0.01% | +6+0.8% | Added |
| CX Institutional | 733 | $52.0K | 0.00% | −378−34.0% | Reduced |
| Webster Bank, N. A. | 739 | $52.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 741 | $53.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 750 | $53.6K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 743 | $53.8K | 0.01% | +241+48.0% | Added |
| Tacita Capital Inc | 753 | $53.9K | 0.03% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 760 | $54.4K | 0.00% | +3+0.4% | Added |
| Founders Capital Management | 770 | $55.1K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 787 | $56.0K | 0.02% | +62+8.6% | Added |
| Fairman Group, LLC | 797 | $57.0K | 0.05% | +108+15.7% | Added |
| GW&K Investment Management, LLC | 815 | $58.0K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 915 | $65.5K | 0.00% | −17,505−95.0% | Reduced |
| Fairscale Capital, LLC | 920 | $65.8K | 0.05% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 951 | $68.0K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 952 | $68.1K | 0.05% | +1+0.1% | Added |
| UMA Financial Services, Inc. | 952 | $68.1K | 0.01% | +20+2.1% | Added |
| Asset Dedication, LLC | 972 | $69.5K | 0.00% | +44+4.7% | Added |
| Wall Street Access Asset Management, LLC | 1,000 | $71.5K | 0.02% | +1,000 | New |
| Heartwood Wealth Advisors LLC | 1,047 | $74.9K | 0.01% | +1,047 | New |
| Sawyer & Company, Inc | 1,065 | $75.0K | 0.03% | +174+19.5% | Added |
| Whipplewood Advisors, LLC | 1,056 | $75.5K | 0.05% | −1,204−53.3% | Reduced |
| Roxbury Financial LLC | 1,058 | $75.7K | 0.07% | +4+0.4% | Added |
| Golden State Wealth Management, LLC | 1,098 | $78.6K | 0.01% | +4+0.4% | Added |
| Paradigm Asset Management Co LLC | 1,118 | $80.0K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 1,142 | $81.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,147 | $82.0K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 1,163 | $83.2K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,186 | $84.8K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,245 | $89.1K | 0.08% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 1,247 | $89.2K | 0.01% | 00.0% | Unchanged |