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 |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1,256 | $89.8K | 0.00% | −200−13.7% | Reduced |
| City State Bank | 1,282 | $91.7K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 1,288 | $92.1K | 0.01% | +22+1.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,300 | $93.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 268 | $93.2K | 0.02% | −599−69.1% | Reduced |
| FIL Ltd | 1,332 | $95.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,359 | $97.2K | 0.01% | +685+101.6% | Added |
| First Command Advisory Services, Inc. | 1,379 | $98.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1,439 | $102.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 1,436 | $103.0K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 1,453 | $103.9K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,422 | $104.1K | 0.01% | +942+196.3% | Added |
| Manchester Capital Management LLC | 1,465 | $104.8K | 0.01% | +900+159.3% | Added |
| Clear Street Markets LLC | 1,480 | $105.9K | 0.03% | −6,894−82.3% | Reduced |
| Rossby Financial, LCC | 1,471 | $106.5K | 0.04% | +11+0.8% | Added |
| Leonteq Securities AG | 1,500 | $107.3K | 0.01% | −500−25.0% | Reduced |
| Indiana Trust & Investment Management CO | 1,521 | $108.8K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1,600 | $114.4K | 0.04% | −653−29.0% | Reduced |
| Grove Bank & Trust | 1,617 | $115.7K | 0.01% | −273−14.4% | Reduced |
| Winthrop Capital Management, LLC | 1,616 | $116.0K | 0.03% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 1,720 | $123.0K | 0.04% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1,767 | $125.2K | 0.03% | +1,767 | New |
| Pinnacle Bancorp, Inc. | 1,814 | $129.8K | 0.04% | −55−2.9% | Reduced |
| Tanglewood Legacy Advisors, LLC | 1,888 | $135.0K | 0.05% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1,926 | $137.8K | 0.04% | +60+3.2% | Added |
| Walleye Capital LLC | 1,983 | $141.8K | 0.00% | −387−16.3% | Reduced |
| Boit C F David | 2,000 | $143.1K | 0.06% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 2,052 | $145.2K | 0.00% | −135−6.2% | Reduced |
| Crews Bank & Trust | 2,143 | $153.3K | 0.02% | +601+39.0% | Added |
| MTM Investment Management, LLC | 2,150 | $153.8K | 0.05% | +5+0.2% | Added |
| Root Financial Partners, LLC | 2,224 | $159.1K | 0.01% | +2,224 | New |
| Sound Income Strategies, LLC | 2,175 | $159.9K | 0.01% | +2,175 | New |
| Nisa Investment Advisors, LLC | 2,253 | $161.2K | 0.00% | −21−0.9% | Reduced |
| Compagnie Lombard Odier SCmA | 2,345 | $167.7K | 0.00% | −875−27.2% | Reduced |
| Alpine Bank Wealth Management | 2,400 | $171.7K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 2,438 | $174.4K | 0.02% | −132−5.1% | Reduced |
| Tompkins Financial Corp | 2,438 | $174.4K | 0.01% | 00.0% | Unchanged |
| Elgethun Capital Management | 2,426 | $175.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,465 | $176.3K | 0.01% | −640−20.6% | Reduced |
| Delta Asset Management LLC | 2,480 | $177.4K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2,514 | $179.8K | 0.01% | −25−1.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 2,527 | $180.8K | 0.01% | +200+8.6% | Added |
| Highline Wealth Partners LLC | 2,578 | $184.4K | 0.05% | +226+9.6% | Added |
| Riverview Trust Co | 2,629 | $188.1K | 0.23% | 00.0% | Unchanged |
| First PREMIER Bank | 2,653 | $190.0K | 0.04% | +153+6.1% | Added |
| ORG Wealth Partners, LLC | 2,718 | $194.5K | 0.04% | 00.0% | Unchanged |
| Trust Co | 2,791 | $199.6K | 0.02% | 00.0% | Unchanged |
| Stone Run Capital, LLC | 2,810 | $201.0K | 0.08% | +2,810 | New |
| PFW Advisors LLC | 2,829 | $202.4K | 0.06% | +2,829 | New |
| Cornerstone Wealth Group, LLC | 2,833 | $202.6K | 0.01% | +2,833 | New |
| Oakworth Capital, Inc. | 2,833 | $202.6K | 0.01% | +900+46.6% | Added |
| Spinnaker Trust | 2,833 | $202.6K | 0.01% | +2,833 | New |
| Abacus Planning Group, Inc. | 2,839 | $203.1K | 0.03% | −235−7.6% | Reduced |
| Integrity Alliance, LLC. | 2,839 | $203.1K | 0.01% | +2,839 | New |
| Blue Barn Wealth, LLC | 2,841 | $203.2K | 0.09% | +2,841 | New |
| Leibman Financial Services, Inc. | 2,844 | $203.5K | 0.15% | −139−4.7% | Reduced |
| DRW Securities, LLC | 2,896 | $207.2K | 0.01% | −22,275−88.5% | Reduced |
| Medallion Wealth Advisors, LLC | 2,901 | $207.5K | 0.07% | −177−5.8% | Reduced |
| Apella Capital, LLC | 2,922 | $208.5K | 0.00% | +2,922 | New |
| Canandaigua National Bank & Trust Co | 2,922 | $209.0K | 0.02% | −3−0.1% | Reduced |
| Linscomb & Williams, Inc. | 2,934 | $209.9K | 0.01% | −149−4.8% | Reduced |
| MKT Advisors LLC | 2,900 | $210.0K | 0.08% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,937 | $210.1K | 0.03% | −973−24.9% | Reduced |
| Greatmark Investment Partners, Inc. | 2,943 | $210.5K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 2,952 | $211.2K | 0.12% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,962 | $211.9K | 0.08% | +2,962 | New |
| Legacy Private Trust Co. | 2,963 | $211.9K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 2,965 | $212.1K | 0.06% | +4+0.1% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 2,965 | $212.1K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 2,969 | $212.4K | 0.04% | +9+0.3% | Added |
| Choice Wealth Advisors, LLC | 2,976 | $212.9K | 0.09% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 2,852 | $214.1K | 0.03% | −99−3.4% | Reduced |
| Dunhill Financial, LLC | 2,994 | $214.1K | 0.06% | +2,519+530.3% | Added |
| Bank of Nova Scotia | 3,000 | $214.6K | 0.00% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 3,000 | $214.6K | 0.24% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 3,000 | $214.6K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 3,000 | $214.6K | 0.13% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 3,020 | $216.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,900 | $216.4K | 0.01% | +2,900 | New |
| Narus Financial Partners, LLC | 3,028 | $216.6K | 0.06% | +3,028 | New |
| Oxinas Partners Wealth Management LLC | 3,029 | $216.7K | 0.12% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 3,044 | $217.7K | 0.08% | +3,044 | New |
| Associated Banc-Corp | 3,057 | $218.7K | 0.01% | +3,057 | New |
| 1st Source Bank | 3,059 | $218.8K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 3,067 | $219.4K | 0.01% | −67−2.1% | Reduced |
| SPC Financial, Inc. | 3,081 | $220.4K | 0.02% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,086 | $221.0K | 0.01% | +62+2.1% | Added |
| Arista Wealth Management, LLC | 3,092 | $221.2K | 0.03% | −50−1.6% | Reduced |
| Warther Private Wealth, LLC | 3,099 | $221.7K | 0.05% | 00.0% | Unchanged |
| SFMG, LLC | 3,111 | $222.5K | 0.02% | +28+0.9% | Added |
| Birch Financial Group, LLC | 3,115 | $222.8K | 0.13% | +97+3.2% | Added |
| Montecito Bank & Trust | 3,120 | $223.2K | 0.03% | +3,120 | New |
| Retirement Investment Advisors, Inc. | 3,130 | $223.9K | 0.02% | 00.0% | Unchanged |
| M1 Capital Management LLC | 3,133 | $224.1K | 0.10% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3,134 | $224.2K | 0.04% | +3,134 | New |
| Archer Investment Corp | 3,135 | $224.2K | 0.05% | −59−1.8% | Reduced |
| Goldstone Financial Group, LLC | 3,136 | $224.3K | 0.03% | −4−0.1% | Reduced |
| FourThought Financial Partners, LLC | 3,137 | $224.4K | 0.02% | +3+0.1% | Added |
| Fulton Bank, N.A. | 3,138 | $224.5K | 0.01% | −76−2.4% | Reduced |
| Harvest Investment Services, LLC | 3,141 | $224.7K | 0.05% | −56−1.8% | Reduced |